Category Archive: 5.) Eurodollar University

Domestic housing bust accelerates, yet it is foreign Treasury buyers who are inverting the curve.

What do foreign UST buyers know that maybe American bond sellers don't? The latter seem to care all about he Fed. The former are facing more obvious problems beginning with a massive global dollar shortage.

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

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.

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As dollar woes get worse, why don’t the Fed’s swap lines work? Let’s answer that question.

China, India, emerging markets. Suddenly the UK, but everyone incorrectly presumes the pound's problems start in London. Well, they do, all of it does.

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Banks had warned, SOFR doesn’t work and that’s a huge problem (in case you hadn’t noticed).

LIBOR was called a crime of the century when its real crime was exposing the truth. Money is eurodollars, not dollars. But in the guilty bureaucrats' push to cover all this up by replacing LIBOR with SOFR, they refused to understand how SOFR is not a suitable alternative. Now it's breaking down just the way authorities had been warned; at the worst possible time, too.

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Breaking Britain. I Am The One Who Knocks. Say My Name (it isn’t Jay).

Sure, the pound is down but what's going on with gilts? Like Walter White, the eurodollar isn't some mild-mannered, middle-aged nothing wasting away with terminal cancer counting down the days, it is Heisenberg creating mayhem, causing destruction, and leaving behind heartache.

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The pound went down on “rapid external tightening” which had accelerated dramatically last week.

Several crucial thresholds were crossed in the week before the flash crash in Britain's pound. China's yuan and India's rupee, two countries with vastly different situations yet both sinking in the same ($) boat along with New Zealanders and also the Brits.

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Fed says, ‘Quantitative Tightening does Nothing (QE too)’ [Ep. 288, Eurodollar University]

A study by the Federal Reserve finds that quantitative tightening has a statistically significant effect on rates and yields. Too bad the effect is IMMATERIAL in the EXTREME! Also, same study notes that quantitative easing is similarly a big, 'nothing burger' (their words; ok, ok - my words).

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Is a Post-Dollar World Coming—Soon? [Ep. 284, Eurodollar University]

A Financial Times opinion column avers not only is a "post-dollar world coming" but that it is "near" and that the "decline could last... longer". We review the argument, disagree, and note no discussion of the global monetary order. Also, a prediction where the dollar is headed next.

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How to Know When the Fed will Stop Rate Hikes [Ep. 283, Eurodollar University]

In 2000 and 2006 the inversion of future 2-year rates and current 2-year rates correctly predicted when the Fed would stop hiking rates. Of course, the Fed had no idea it would stop -- markets knew it though. Where is the future 2-year rate relative today? An eyelash from inversion.

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Global Financial Crisis Jeff Snider | Indian Rupee

Global Financial Crisis Jeff Snider Indian ruppee. India #jeffsnider#treasurybills#economy#useconomy

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The Crash Of A Lifetime Everything Has Fallen Jeff Snider | Treasury Bills

The Crash Of A Lifetime Everything Has Fallen Jeff Snider | Treasury Bills #jeffsnider#treasurybills#economy#useconomy# DISCLAIMER : I am not a financial advisor. The ideas presented in this video are for entertainment purposes only. You (and only you) are responsible for the financial decisions that you make.

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Why is Inflation in USA Higher than across World? [Ep. 281, Eurodollar University]

The San Francisco Fed reveals why US consumer prices accelerated more than other nations (i.e. stimulus checks). Also, the SF Fed explains why and when prices accelerated during 2020-22 (i.e. demand collapse and surge; supply shocks). At no point was it the Fed 'money printer go brr'.

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Everything Is About To Crash Jeff Snider | Treasury Bills

Everything Is About To Crash Jeff Snider, Treasury Bills. #jeffsnider#treasurybills#economy#useconomy#

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China’s Currency (had been) Suspiciously Stable [Ep. 279, Eurodollar University]

China's economic results for July were "gruesome", the rest of the year not been much better. That's troubling enough but when the yuan doesn't move a scintilla for weeks it suggests the People's Bank of China is fighting hard to prevent a depreciation -- maybe even a devaluation?

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Jeffrey Snider about US Dollar

Jeffrey Snider about US Dollar: How the global monetary system actually works. What really make the FED. What is QE and QT.

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Warning: Oil Moving Rapidly to “Contango” [Ep. 277, Eurodollar University]

The calendar spread (1- and 3-month) in the oil futures market (West Texas Intermediate) is compressing and is THIS close to being in contango. That would be the oil market saying, 'We don't see the demand. Keep your barrels—don't call us, we'll call you.'

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