Eurodollar University

https://www.eurodollar.university Free Webinar on Friday, September 1 link to sign up here: https://event.webinarjam.com/channel/eurodollaruniversity #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #federalreserve #unemployment #employment #softlanding #germany #europe  We always talk about a soft landing, but do they ever happ...

Eurodollar University's Money & Macro Analysis Twitter: https://twitter.com/JeffSnider_AIP https://www.eurodollar.university https://www.marketsinsiderpro.com https://www. PortfolioShield.net RealClearMarkets Essays: https://bit.ly/38tL5a7 THE EPISODES YouTube: https://bit.ly/310yisL Vurbl: https://bit.ly/3rq4dPn Apple: https://apple.co/3czMcWN Deezer: https://bit.ly/3ndoVPE iHeart: https://ih...

https://event.webinarjam.com/channel/eurodollaruniversity Check out my FREE Webinar here  #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #federalreserve #liquidity #yieldcurve  #japan #trade #jpy  Today's lackluster 20-year JGB auction has many wondering if there really is a demand issue for governments, especially after last...

If you would like to see an exclusive webinar talking about stuff I cannot on YouTube, please check it out here: https://event.webinarjam.com/channel/eurdollaruniversity Last few days of the EDU membership/subscription sale: https://www.eurodollar.university/memberssubscriptions #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #...

#deflation #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #federalreserve #liquidity #china #yuan #rmb #cny #japan #jpy #yen China really is gloomy, but is there hope in Japan for a boom? Not so fast. Though Japanese GDP surged the economy there actually went the other way. A big reason why is the increasingly dangerous slide...

#deflation #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #federalreserve #liquidity #china #yuan #rmb #cny #india #rupee  It's not just China's yuan which is experiencing serious turmoil. Now India's rupee has been drawn into the growing maelstrom, too. In both cases, both country's central banks are being forced to alter the...

#deflation #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #federalreserve #liquidity #loans #CRE #commercialrealestate #CMBS #ustreasuries #yieldcurve  Are there too many Treasuries? You hear this all the time and while Uncle Sam has spent and borrowed more than human imagination can conceive the reason why the feds are able t...

#deflation #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #federalreserve #liquidity #china #lending #yuan #rmb #cny #loans China's efforts to control or stabilize its currency are failing because the Chinese system has itself become highly unstable. July 2023 lending data shows an alarming drop in credit across all types, ind...

#deflation #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #federalreserve #liquidity  Another thoroughly disinflationary headline CPI joined for a second month by its core component. Not only that, strengthening hints of deflation are becoming more frequent in the details, too. And if that wasn't enough, China's CPI falls nega...

#deflation #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #federalreserve #liquidity  August 9, 2007, is a date that should live in infamy but doesn't - not yet. Hardly anyone knows what happened or why it is today still so important and relevant. Amidst a banking crisis that hasn't gone away, Moody's gave us a reminder of it...

#deflation #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #china #trade  Just plain ugliness from China today, first with economic statistics that weren't just the worst since 2009 they are now becoming like 2009. Second, CNY keeps pushing lower to the point the PBOC may be forced to alter its attempt to stabilize China's curr...

#deflation #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #jobs #employment #unemployment  The second half of 2023 just isn't rebounding like so many have hoped. The inventory cycle continues to plague most of the world and is set to get worse not better. The yield curve has shifted to reflect that strong possibility; made str...

#deflation #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #jobs #employment #unemployment #supplyshock People hate the word "transitory" because they naturally believe a couple years wouldn't qualify under it. Yet, supply shocks historically take that much time and the current one we are experiencing is following that pattern...

#deflation #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #jobs #employment #unemployment  Payroll report for July wasn't just about July's payrolls. Instead, major downward revisions to every single month this year consistent with a serious enough downturn in the labor market. Plus, hours continue to contract while cyclical i...

#deflation #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider  Popular perception suggests services industries are insulated from macro problems plaguing manufacturers. While that may have been true at one time perhaps long ago, it wasn't true in '08 nor would it be today. If anything, service providers are even more closely linke...

#deflation #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #oil #gasoline #money #whatismoney #jeffsnider #treasury #debt  Fitch downgrades US government debt as its fiscal woes are piling up. Why? The same reason American use of gasoline just nosedived. This is also the reason why the government has been able to continue borrowing all it wants despite its dr...

#deflation #recession #economy #bankfailure #money #whatismoney #jeffsnider #bankingcrisis #bankingcollapse #china #layoffs #jobs  Stocks are having a really good run, but why? Perceptions that rate hikes are coming to a close (correct) and the Fed has engineered a soft landing (not so much). What would spoil this illusion is a recession, though it will have to be confirmed by the labor market dat...

#yellow #deflation #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #bankfailure #money #whatismoney #jeffsnider #bankingcrisis #bankingcollapse #china One of the largest trucking firms in the US, Yellow, is now formerly one of the largest trucking firms. Its story is the supply shock, general economy story in a nutshell. It was a fool's paradise that we now h...

#deflation #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #bankfailure #money #whatismoney #jeffsnider #bankingcrisis #bankingcollapse  In July 2019, Fed Chairman Jay Powell told Congress he was increasingly worried major global weakness would envelope the US. As a result, the FOMC would vote to start cutting interest rates in a matter of weeks. Four years l...

#deflation #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #bankfailure #money #whatismoney #jeffsnider #bankingcrisis #bankingcollapse  The Goldilocks scenario is kept alive only through a fundamental misreading of the situation. New consumer price data from all over decisively shows the shift to disinflation. Here's what that actually means.  Eurodollar Uni...

#recession #inflation #china #deflation #interestrates #dollar #bank #money #economy #credit  #jeffsnider #eurodollar #cpi #federalreserve #jeromepowell The ECB and Fed have hiked rates while simultaneously citing elevated "inflation" risks and a high level of uncertainty around forecasts and results. If each economy is doing as well as is claimed, then uncertainty would be low. There is instead a...

#china #europe #eurodollar #interestrates #lending #deflation #inflation  Bank lending continues to contract in Europe as demand for loans there have plummeted to the worst in ECB's history (lending survey). The credit crunch is spreading and deepening meaning the European economy will more than struggle to get out of its recession, it will end up being shoved farther into it. And interest rates a...

#dollar #cny #currency #deflation #recession #china  China's PBOC FX interventions by themselves aren't having much luck which is why the central bank has directed commercial banks to assist, including earlier today with an aggressive push. The market weakness in the currency like the intervention is a warning of big problems and not just about China. Those were likewise acknowledged by the politb...

#recession #manufacturing #services #globaleconomy #deflation #inflation  With Germany and Europe already struggling to escape from the earlier recession, most recent July data on forward-looking sentiment shows the situation worsening substantially over the months still ahead. In the US, PMI numbers indicate the same if not yet to the same degree and intensity. Becoming more globally synchronized...