734 episodes

Jeff Snider will guide you through the realm of monetary science. Multiple episodes uploaded each week, discussing big news and key current events, the state of markets and what they are telling you, as well as historical summaries and deep background material so that you can understand what’s really going on in this eurodollar’s world.

Eurodollar University Jeff Snider

    • Business

Jeff Snider will guide you through the realm of monetary science. Multiple episodes uploaded each week, discussing big news and key current events, the state of markets and what they are telling you, as well as historical summaries and deep background material so that you can understand what’s really going on in this eurodollar’s world.

    Japan Is Now Threatening MAJOR Intervention Against The Dollar

    Japan Is Now Threatening MAJOR Intervention Against The Dollar

    The Japanese are really getting bothered by weakness in the yen. But where is it coming from, and what might be done about it? Officials in Tokyo are threatening to intervene again, but a review of past interventions shows not just the folly of any attempt, better yet some useful clues about what's really happening here. It isn't Japan.
    Eurodollar University's Money & Macro Analysis
    Bloomberg Japan Amps Up Intervention Threat as Yen Hits Lowest Since 1990https://www.bloomberg.com/news/articles/2024-03-27/yen-drops-to-lowest-since-1990-amid-intervention-speculation
    NYT Sept 1992 Agility Counts in Currency Chaoshttps://www.nytimes.com/1992/09/17/business/market-place-agility-counts-in-currency-chaos.html
    Japan Ministry of Finance Foreign Exchange Operationshttps://www.mof.go.jp/english/policy/international_policy/reference/feio/quarter/index.html
    https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

    • 18 min
    What Stage Of The Recession Are We In

    What Stage Of The Recession Are We In

    As more signs of instability pile up around the world but also coming from inside the US. Those are evidence for the continuing downside to the supply shock, the same cycle, not a soft landing. What are the key differences? Employing a few critical datapoints it's easy to see how much of a divergence there already has been and what that likely means for the upcoming period. 
    Eurodollar University's Money & Macro Analysis
    https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

    • 19 min
    Latest Banking Data PLUNGES At The Same Time China Did This

    Latest Banking Data PLUNGES At The Same Time China Did This

    Something just hit the US banking system. Tons of cash gone from their balance sheet seemingly as they reallocate their assets. At the same time this is going on, the dollar has surged against primarily Asian currencies rocking those countries and leading to several government backlashes. Are these all related? The answer appears to be, yes.
    Eurodollar University's Money & Macro Analysis
    https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

    • 18 min
    Target Gives MASSIVE Warning Of Consumer Behavior

    Target Gives MASSIVE Warning Of Consumer Behavior

    The bedrock assumption for a soft landing in the US is continued consumer spending. The economy around the world really needs Americans to keep spending at close to the same rate. Instead, more evidence is coming in that they are just out of gas. In addition to macro statistics, more retailers are confirming the downturn and no longer just those who sell to lower-income consumers.  
    Eurodollar University's conversation w/Steve Van Metre
    Target Introduces New Brand, dealworthy, Featuring Low Prices on Everyday Basicshttps://corporate.target.com/press/release/2024/02/target-introduces-new-brand,-dealworthy,-featuring-low-prices-on-everyday-basics
    https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

    • 18 min
    CLO Markets are on the Collapsing (liquidations starting)

    CLO Markets are on the Collapsing (liquidations starting)

    It isn't prospective rate cuts, the downward bias in market interest rates comes from real risks in the global system. The biggest of those are US commercial real estate (CRE) and China. Key developments in both show that the situation is fragile and that difficulties are serious even if playing out mainly in the shadows. 
    Eurodollar University's Money & Macro Analysis
    Bloomberg Real Estate Pain Is Showing Up in an Obscure Investment Producthttps://www.bloomberg.com/news/articles/2024-03-19/real-estate-pain-is-showing-up-in-collateralized-loan-obligations-clos
    BloombergTV with Carson Blockhttps://www.bloomberg.com/news/videos/2024-03-19/carson-block-warms-to-blackstone-mortgage-trust-short-video
    Bloomberg Short Seller Block Says He’s Even ‘More Bearish’ on Blackstone Mortgage Trusthttps://www.bloomberg.com/news/articles/2024-03-19/block-says-he-s-even-more-bearish-on-blackstone-mortgage-trust
    SCMP China Vanke secures US$194 million loan from Industrial Bank in brief respite for troubled property developerhttps://www.scmp.com/business/article/3256021/china-vanke-secures-us194-million-loan-industrial-bank-brief-respite-troubled-property-developer
    https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

    • 20 min
    Swiss Central Bank Just Sent a Warning to the World

    Swiss Central Bank Just Sent a Warning to the World

    Few were expecting anything more than a few franc sales from the Swiss National Bank today. Instead, the SNB boldly cut its ST rate specifically because it knows what's coming from around the rest of the world. And that doesn't mean inflation in Switzerland or anywhere else.
    Eurodollar University's Money & Macro Analysis
    SNB Monetary Policy Assessment March 21, 2024https://www.snb.ch/en/publications/communication/press-releases-restricted/pre_20240321
    SNB Introductory remarks, news conferencehttps://www.snb.ch/en/publications/communication/speeches-restricted/ref_20240321_tjnmslanmar
    Taiwan Ministry of Economic Affairshttps://www.moea.gov.tw/Mns/dos_e/bulletin/Bulletin_En.aspx?kind=14&html=1&menu_id=6744&bull_id=16037
    ECB Combined monetary policy decisions and statement 7 March 2024https://www.ecb.europa.eu/press/pressconf/shared/pdf/ecb.ds240307~8e06c79bf2.en.pdf?e86e578f1a99fdaa095a37dc4f1f6355
    https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

    • 18 min

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