Category Archive: 5.) Eurodollar University

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We really can’t afford for this to fail.

2023-02-14

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China reopening, media rather than money blitz. Bank lending has been hyped though as usual the rest of the story - the important parts - get left out for the narrative. The reopening impulse just isn't there, and we can verify that it isn't just by doing the full money math.

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This wasn’t just expected, it has been practically inevitable.

2023-02-02

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What *was* behind the Fed's aggressive hawkishness from just a couple weeks ago? A whole lot of bad assumptions. What *is* behind the Fed's sudden conversion?

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They jumped the gun on the soft landing, just as markets predicted.

2023-02-01

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Soft landing fever has spread around the world. There are three major reasons why, from US labor stats to China reopening then the idea Europe survived a major scare. On that last one, did it? Latest data from there has gotten as ugly as market curves when predicting that very ugliness.

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You won’t believe what is really behind the Fed’s rate hikes & inflation rhetoric.

2023-01-31

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The FOMC meets again tomorrow and Wednesday to discuss policymakers' views of economic conditions and risks. And they are all based on garbage. This garbage.

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“The Fed lied. Now they’re doing it again,” Jeff Snider

2023-01-30

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Jeff Snider is Chief Strategist for Atlas Financial and co-host of the popular Eurodollar University podcast.

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Proofs Of Recession Are Already Here! – JEFFREY SNIDER

2023-01-30

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Educate my audience about free market economics and the principles and benefits of individual liberty, limited government and sound money. These are America's founding principles, guaranteed by the U.S.

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It’s a really bad sign for everyone. Just don’t call it unexpected.

2023-01-28

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Intel's earnings and guidance were truly epic, for all the wrong reasons. Heed these big name warnings, which are only too consistent with market positions and increasingly economic data. They are all pointing us toward a near-term future which is likely to produce a lot of tears before it's over.

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This is what always happens before falling through the floor.

2023-01-27

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US GDP data was solidly - recessionary. There's no soft landing here; on the contrary it is following the established pattern. The economy isn't rebounding, it is highly unstable in the same way as what happened just prior to previous recessions. Looking into the report's details confirms the interpretation.

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Time has run out and there’s no escaping what’s next.

2023-01-26

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Government officials and politicians, even stock market "analysts", these are the last people you want to depend on for useful macro analysis. What is dependable has been unmistakable if you haven't been distracted.

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Debt ceiling forces TGA down and bank reserves out. Is inflation about to make a comeback?

2023-01-25

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The Treasury's extraordinary measures to avoid breaching the debt ceiling includes winding down its TGA balance with the Fed. The unintended consequence is to raise the level of bank reserves at the same time the Fed is attempting to reduce them (QT).

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Ep 52 – Jeff Snider: Solving the Eurodollar Puzzle

2023-01-25

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Jeff Snider, Headmaster of Eurodollar University, joins the podcast to talk about the perverse complexities of the Eurodollar system. What even is a Eurodollar? Why was the system created?

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No longer a question of “if” or even “when”, instead “how long” and “how bad.”

2023-01-24

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We have big and growing economy problem on our hands, one that is confirmed more every passing day by ominous, persistently negative developments. Yet, when you examine a specific class of data, you see none of this.

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They always get it wrong. This time is no different and here’s the proof.

2023-01-23

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What if the world's most powerful institution is actually nearly powerless? If that was true, it wouldn't sound any different from what came out of the mouth of its most famous leader. The truth has been blocked out even though the proof has been right there out in the open this entire time.

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What the trigger for equities will be. It’s not really about the Fed.

2023-01-09

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The 'soft landing' is on the table at NYSE. December payroll data kept the hope alive. But is it really? Growing weight of evidence - not to mention totally different interpretation of same across many other markets - strongly implies it isn't.

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The Dramatic Change In Consumer Behavior Sinks GDP Reverse – #crypto #finance #ftx

2023-01-03

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The Dramatic Change In Consumer Behavior Sinks GDP Reverse - Gold #crypto #finance #ftx #economy Educate my audience about free market economics and the principles and benefits of individual liberty, limited government and sound money. These are America's founding principles, guaranteed by the U.S.

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The real story behind China’s ditch of Zero-COVID begins w/its dead tiger.

2023-01-03

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Chinese officials have changed course about the pandemic. Why? Rather than recent protests, there is almost certainly another reason even bigger than COVID. The U-turn coincides with a deeper mystery - of sorts - as to China's biggest foe. And that's not the United States.

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There is no mistaking these signals; that’s the bad news.

2022-12-08

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You really, *really* need to understand what market curves are telling you - and why. To get the best sense, let's go through the fundamentals, make what might seem a startling comparison, and then see if all that matches what we're just now seeing come up in the data.

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Home prices are now falling, piling on the Fed pivot from near and dear to the FOMC (models).

2022-10-26

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As if there aren't enough suspects which could end the Fed's rate hikes regime (more importantly represent serious threats to the economy and markets), now we have confirmed falling home prices to add to the already-toxic environment.

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Xi Jinping’s vulgar display of power – and its target – was intended specifically for you and me.

2022-10-25

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Hu Jintao wasn't just Xi Jinping's predecessor. Hu was a technocrat who represented a different method for pursuing the Chinese socialist agenda, one that shared more in common with the rest of the world.

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Info not fearmongering. Swaps not Swiss. Dealers not Fed. The data and evidence are conclusive.

2022-10-24

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A negative swap spread sounds like total nonsense - at first. But in a ledger money, fictive currency system what matters is the capacities of those who collectively keep track of the distributed ledger. This is where that nonsense isn't just useful, it is extremely valuable. Swaps are the ledger and they are saying there is a very real and worsening problem on it. Global (euro)Dollar Shortage.

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