Eurodollar University

Credit spreads have exploded in recent weeks, and not just the triple hooks. It has spread to other parts of the public market. And now that September has finished up, we might finally get more fundamental trading in USTs. Part (much?) of the recent selloff has been, well, three September effects. I'll explain what those are/were and what that might mean. It did for Oct 1.
Eurodollar University's Money & Macro Analysis
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Want to understand what this data (and so much more) means for your portfolio? Learn how the Eurodollar system really works in the next 30 days so you can better prepare for the risks and opportunities ahead. Book a call using this link. 
https://eurodollar-university.com/edu-apply-page-page
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https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU
I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 
You can find me here: https://bravais.social/profile/edu

You would think this would be McDonald’s moment. 
When household budgets are under pressure, when consumers are trading down, and when price suddenly means everything, McDonald’s should be thriving. It's not. This isn’t happening in isolation. Consumer confidence plunged – and I mean plunged - in September to its lowest level since 2014—and that’s according to the Conference Board, typically the most optimistic of the major confidence surveys. And those are just the beginning...

Eurodollar University's Money & Macro Analysis
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What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.
Check it out here: https://monetary-metals.com/snider
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Want to understand what this data (and so much more) means for your portfolio? Learn how the Eurodollar system really works in the next 30 days so you can better prepare for the risks and opportunities ahead. Book a call using this link. 
https://eurodollar-university.com/edu-apply-page-page
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https://www.kgns.tv/video/2026/09/23/mcdonalds-announces-more-than-85-billion-modernization/
https://www.facebook.com/cnbc/videos/mcdonalds-announced-that-it-is-revising-its-us-value-strategy-after-recording-it/1459850142622583/
https://www.bloomberg.com/news/videos/2026-09-30/us-consumer-spending-jumps-by-most-in-a-year-video
https://www.bloomberg.com/news/videos/2026-09-29/us-consumer-confidence-drops-as-gas-prices-rise-video
https://www.youtube.com/watch?v=svw7BhJCuVg
https://www.kvoa.com/video/burger-bowls-and-ai-mcdonalds-plans-massive-8-5-billion-comeback/video_8faa9417-69f2-5917-8235-372e5a17074b.html
https://www.youtube.com/watch?v=q2jKWlA-UjM
https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU
I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 
You can find me here: https://bravais.social/profile/edu

A leaked S-1 that filled in a lot of missing pieces. Maybe, for Anthropic and the AI bubble, too much. The upshot is...this time is never different. Plus, we really have to hope this sucker pops soon. Letting this thing go much longer risks much more than stocks. 
Eurodollar University's Money & Macro Analysis
----------------------------------------------------------------------------------
Want to understand what this data (and so much more) means for your portfolio? Learn how the Eurodollar system really works in the next 30 days so you can better prepare for the risks and opportunities ahead. Book a call using this link. 
https://eurodollar-university.com/edu-apply-page-page
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https://www.reuters.com/business/finance/anthropics-ipo-prospectus-shows-sweeping-ai-vision-surging-costs-2026-09-28/
https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU
I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 
You can find me here: https://bravais.social/profile/edu

Just months after PepsiCo slashed prices by as much as 15% to win back cash-strapped shoppers, the company is preparing to **raise** them again. The cuts were supposed to revive demand after prices for some bags of chips climbed above seven dollars. But they didn’t work. In July, the company admitted consumers were under even more strain than expected.
Now Pepsi is trapped. And Pepsi isn’t alone...
Eurodollar University's conversation w/Steve Van Metre
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Want to understand what this data (and so much more) means for your portfolio? Learn how the Eurodollar system really works in the next 30 days so you can better prepare for the risks and opportunities ahead. Book a call using this link. 
https://eurodollar-university.com/edu-apply-page-page
----------------------------------------------------------------------------------
https://www.youtube.com/watch?v=46b6uFNBRN8
https://www.youtube.com/watch?v=b5oxq2Bw7ew
https://www.bloomberg.com/news/articles/2026-09-24/pepsico-to-raise-some-prices-after-cuts-failed-to-grow-sales
https://www.cnbc.com/video/2026/09/16/retail-sales-up-1-point-2-percent-in-august-more-than-expected.html
https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU
I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 
You can find me here: https://bravais.social/profile/edu

The Treasury market is doing something it has only done on 5.4% of the time over the last 36-plus years. In broad terms, the yield curve is unusually steep at the front and unusually flat at the back. Put those two together and it makes this rare combination, which means it is telling us something very important but also very specific. 
Eurodollar University's Money & Macro Analysis
----------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.
Check it out here: https://monetary-metals.com/snider
----------------------------------------------------------------------------------
Want to understand what this data (and so much more) means for your portfolio? Learn how the Eurodollar system really works in the next 30 days so you can better prepare for the risks and opportunities ahead. Book a call using this link. 
https://eurodollar-university.com/edu-apply-page-page
----------------------------------------------------------------------------------
https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU
I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 
You can find me here: https://bravais.social/profile/edu