Jeff Snider will guide you through the realm of monetary science. Multiple episodes uploaded each week, discussing big news and key current events, the state of...
Germany's Crisis is Spreading to the Rest of the World
Germany's economy is doing something we've never seen before. Not only did it contract for the second straight year, that's not even the most amazing part. The general pattern it is taking is one that is being repeated all around the world. It's as if the entire global economy stopped growing. Eurodollar University's Money & Macro AnalysisBloomberg German Economy Shrinks for Second Year in New Blow to Scholzhttps://www.bloomberg.com/news/articles/2025-01-15/german-economy-shrinks-for-second-straight-year-before-electionIFO Press Release Germany: Europe's largest economy is facing a third consecutive year of recessionhttps://www.ifo.de/en/press-release/2024-12-19/headcount-reduction-germany-more-likely-december-2024Sky News https://news.sky.com/story/germany-europes-largest-economy-is-facing-a-third-consecutive-year-of-recession-13289549Bloomberg ECB Will Keep Easing With Economy Losing Momentum, Guindos Sayshttps://www.bloomberg.com/news/articles/2025-01-15/ecb-will-keep-easing-with-economy-losing-momentum-guindos-sayshttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU
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19:24
HOLY SH*T! Has a Financial Crisis Begun in China?!
China's money markets have started to come unglued, with serious illiquidity driving up money rates. Despite provoking one of the largest liquidity operations in twenty years from the PBOC yesterday, the disorder came back even worse today. All of this against the backdrop of a currency fight and the prospect China's bank credit problem becomes a full-blown liquidity crisis. Eurodollar University's Money & Macro AnalysisBloomberg China's Central Bank Pumps Near-Historic Level of Cash Into Financial Systemhttps://www.bloomberg.com/news/articles/2025-01-15/pboc-dials-up-short-term-liquidity-injections-amid-cash-squeezeBloomberg China Cash Squeeze Rolls on Even After Central Bank’s Infusionshttps://www.bloomberg.com/news/articles/2025-01-16/china-cash-squeeze-rolls-on-even-after-pboc-liquidity-boostshttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU
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19:09
CPI Shocks The Market, Everything You Need To Know
Treasuries exploded on the release of the "inflation" figures for December. Those were rather unremarkable, taken in isolation wouldn't have been able to explain why such a heavy market reaction. There is much more to the CPI and what's going on in the bond market. Eurodollar University's Money & Macro AnalysisBloomberg Why Some Bond Traders Bet Relentless Selloff Will Soon Lose Steamhttps://www.bloomberg.com/news/articles/2025-01-14/bond-traders-wager-slump-set-to-ease-with-key-cpi-data-aheadBloomberg Fed’s Barkin Says CPI Data Show Inflation Headed Toward 2% Goalhttps://www.bloomberg.com/news/articles/2025-01-15/fed-s-barkin-says-cpi-data-show-inflation-headed-toward-2-goalBloomberg Fed Finds New Reason for Confidence in Obscure Inflation Gaugehttps://www.bloomberg.com/news/articles/2025-01-09/fed-finds-new-reason-for-confidence-in-obscure-inflation-gaugehttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU
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31:01
Oil Just EXPLODED Higher and it's CRUSHING The Economy
Russian sanctions triggered more than a surge in oil prices. Financial markets near-panicked bought in near-term futures contracts. While the jump in energy is already being called an huge inflation risk, it isn't even close. On the contrary, oil spikes always end a certain way. Eurodollar University's Money & Macro AnalysisCNN Biden admin imposes harsh sanctions on Russian oil industry to cut off funding for Ukraine war efforthttps://www.cnn.com/2025/01/10/politics/biden-admin-russia-energy-sanctions-ukraine/index.htmlhttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU
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20:39
India's Currency Crisis Is Spreading
Not a good day in India to start the week. The rupee’s currency crisis is accelerating. The central bank is burning through reserves at an unsustainable pace. India stocks were crushed, with the main SENSEX index down over a thousand points. Delhi also significantly dialed back its growth estimates while reports came out it is going to massively restate its November imports. Why is all this happening? It's not because of Jay Powell or Donald Trump. Eurodollar University's Money & Macro AnalysisHindustan Times Stock market today: Sensex and Nifty tanks, rupee hits all-time lowhttps://www.hindustantimes.com/business/stock-market-crash-sensex-tanks-nearly-700-points-on-open-nifty-down-over-200-101736737599073.htmlBloomberg Deepening India Slowdown Sinks Hope for New Era of 8% Growthhttps://www.bloomberg.com/news/articles/2025-01-08/india-s-deepening-slowdown-dashes-hopes-for-new-era-of-8-growthBloomberg India’s Central Bank Said to Ease Rupee Drought With FX Swapshttps://www.bloomberg.com/news/articles/2025-01-13/india-s-central-bank-said-to-ease-rupee-drought-with-fx-swapsBusiness Standard 'If they tax us, we tax them': Trump threatens reciprocal tariffs on Indiahttps://www.business-standard.com/external-affairs-defence-security/news/trump-threatens-reciprocal-tariffs-india-trade-conflict-124121800321_1.htmlBloomberg It May Rain Downgrades This Earnings Season in Indiahttps://www.bloomberg.com/news/articles/2025-01-13/india-market-buzz-big-money-in-small-companies-looks-tough-nowBloomberg India Fixing Record Trade Gap After Overstating Gold Importshttps://www.bloomberg.com/news/articles/2025-01-08/india-fixing-record-trade-deficit-after-overstating-gold-importshttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU
Jeff Snider will guide you through the realm of monetary science. Multiple episodes uploaded each week, discussing big news and key current events, the state of markets and what they are telling you, as well as historical summaries and deep background material so that you can understand what’s really going on in this eurodollar’s world.