Eurodollar University

Private credit defaults have officially reached a record. According to Fitch Ratings, the default rate rose to 6.3% in August, exceeding the previous record set only one month earlier. But the most important number may not be 6.3%. It may be Fitch's 45%. And that reveals the bigger story, one about liquidity and tightening. 
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.fitchratings.com/research/corporate-finance/fitch-ratings-us-private-credit-default-rate-rose-to-6-3-in-august-2026-14-09-2026
https://www.youtube.com/watch?v=zWO2kJpwoGw
https://www.bloomberg.com/news/videos/2026-09-17/chelsea-owner-clearlake-capital-buys-out-boehly-walter-video
https://www.youtube.com/watch?v=pNJjalgE5nM
https://www.youtube.com/watch?v=CO5aBQoWvMA
https://www.youtube.com/watch?v=DK8J68R5H5c
https://www.bloomberg.com/news/articles/2026-09-17/private-credit-defaults-are-1-6-or-19-depending-who-you-ask
https://www.bloomberg.com/news/articles/2026-09-17/blackstone-looks-to-cash-out-some-real-estate-fund-investors
https://www.bloomberg.com/news/articles/2026-09-16/banks-line-up-22-billion-chip-loan-tied-to-blackstone-alphabet
https://www.bloomberg.com/news/articles/2026-09-16/softbank-cds-hovers-near-3-year-high-on-openai-funding-concerns
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

It's FOMC decision day. The data says do nothing. Flat curves say mistake. The inflation data doesn't say what hawks think it does. Do policymakers send a message and Trichet themselves? What about the dots? Where do rates go?

A relatively small German cooperative bank is receiving a financial rescue, a bail out, worth as much. The bank, Volksbank Brawo, had €6.5 billion in total assets at the end of last year. It's support package is equivalent to roughly one-ninth of the entire bank. But Brawo isn’t alone. Volksbank Kleverland recently applied for support after reviewing its loan portfolio. WTF is going on in Germany?
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
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https://www.bloomberg.com/news/articles/2026-09-15/tiny-german-bank-gets-834-million-rescue-after-investment-spree
https://www.bloomberg.com/news/articles/2026-08-29/a-ceo-s-sudden-exit-spotlights-troubles-at-german-regional-banks
https://www.boersen-zeitung.de/personen/vorstandschef-der-voba-kleverland-gefeuert
https://www.volksbank-kleverland.de/meine-bank/news/bank/frank-ruffing-nicht-mehr-vorstand.html
https://www.youtube.com/channel/UC5fCungpUEaL1W33BkEhlBg
https://www.youtube.com/watch?v=zsr99tKCE0E
https://www.youtube.com/watch?v=UldbOPfR8DM
https://www.youtube.com/watch?v=Yyq3GIIp5tU
https://www.youtube.com/watch?v=p8aW9YmF4Xs
https://www.youtube.com/watch?v=z_6QHTAdG-A
https://www.youtube.com/watch?v=DK8J68R5H5c
https://www.youtube.com/watch?v=H-rFZzx9PVU
https://www.youtube.com/watch?v=yFeRPKAA8o0
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

Americans overwhelmingly don’t just disagree with this idea of a resilient economy, they vehemently disagree. And Kroger may have just delivered one of the clearest warning signs yet. The American people have spoken: with their grocery carts, just as a start. 
Eurodollar University's conversation w/Steve Van Metre
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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
----------------------------------------------------------------------------------
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

There is only one way this ends, and it's not the one everyone right now believes. That's not (just) my take. This is the majority consensus (not that you've heard it) which gets more evidence by the day. Today's CPI, yesterday's PPI, oil, 2s, bills, spreads, RBOB, etc...
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
---------------------------------------------------------------
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