PodcastsInvestimentosEurodollar University

Eurodollar University

Jeff Snider
Eurodollar University
Último episódio

1354 episódios

  • Eurodollar University

    Target Just Revealed a Sudden Shift in Consumer Spending

    10/04/2026 | 19min
    Target is throwing in the towel on its previous losing strategy. Like many businesses, it tried to raise prices only to find its customers going elsewhere, largely to Walmart. Now Target is slashing its prices including on the towel it just threw in. The retail giant simply has no other choice given the sudden change in consumer behavior we’re seeing across the economic landscape.   
    Eurodollar University's Money & Macro Analysis
    Target cuts prices on 3,000 items as stubborn inflation keeps US consumers on edge
    https://www.reuters.com/business/target-slashes-prices-more-than-3000-products-2026-03-11/
    Fewer Americans Plan to Travel After Surging Fuel Costs Hit Budgets
    https://www.bloomberg.com/news/articles/2026-04-02/fuel-price-rise-on-iran-war-has-americans-putting-vacations-on-hold
    Numerator Consumers React to Rising Gas Prices
    https://www.numerator.com/resources/blog/consumers-react-rising-gas-prices/
    FRBNY SURVEY OF CONSUMER EXPECTATIONS
    https://www.newyorkfed.org/microeconomics/sce#/

    https://www.eurodollar.university
    Twitter: https://twitter.com/JeffSnider_EDU
  • Eurodollar University

    Asia Is Running Out of Dollars (Here’s What That Means)

    09/04/2026 | 19min
    Several countries across Asia are confirming they experienced major dollar funding losses last month amidst a cash crunch on surging demand for money to buy oil. Officials in Taiwan, Indonesia, India and in other places have had to scramble to contain the monetary pressure, causing several of them to expend significant reserves just to keep their currency values from plunging. Or, plunging more than they did. 
    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
    ----------------------------------------------------------------------------------
    Taiwan’s Foreign Reserves Drop Most Since 2011 on Intervention
    https://www.bloomberg.com/news/articles/2026-04-08/taiwan-s-foreign-reserves-drop-most-since-2011-on-intervention
    Bank Indonesia Prioritizes Stability as Rupiah Hits Record Lows
    https://www.bloomberg.com/news/articles/2026-04-07/bank-indonesia-prioritizes-stability-as-rupiah-hits-record-lows
    Indonesia’s FX Reserves Hit Two-Year Low on Rupiah Defense
    https://www.bloomberg.com/news/articles/2026-04-08/indonesia-fx-reserves-hit-nearly-two-year-low-on-rupiah-defence
    India’s Central Bank Holds Rate, Vows to Curb Volatile Rupee
    https://www.bloomberg.com/news/articles/2026-04-08/india-keeps-key-rate-steady-as-weak-rupee-takes-center-stage
    https://www.eurodollar.university
    Twitter: https://twitter.com/JeffSnider_EDU
  • Eurodollar University

    "Jet Fuel Is Running Out" The Airline Collapse No One Is Pricing In

    08/04/2026 | 21min
    Airports are canceling flights right now due fuel shortages and fears they will worsen. Airlines are including those in the US are already raising bag fees and other costs trying to pass along the doubling in jet fuel prices to passengers. Meanwhile, the international energy agency’s chief says the current oil crisis is worse than 1973, 1979, and 2022 combined. The thing is, that sounds crazy but sadly it’s not and we’re just now seeing the preliminary effects of Hormuz at the forefront in air travel. 
    Eurodollar University's Money & Macro Analysis
    If you’re serious about your financial education and want clarity in a world of volatility and massive uncertainty, you’re in the right place. Mainstream education has left so many massive gaps on the most foundational concepts, making sense of everything is practically impossible otherwise. 
    With our memberships, we’ll fill in everything that you’ve been missing. And coming soon EDU 2.0, an update on Eurodollar University with new designed course material more structured content, including both a browser and smartphone app. 
    Check it out here:
    https://eurodollar.university/memberships
    World losing more barrels of oil each day than in two 1970s crises combined, IEA chief says – video
    https://www.theguardian.com/world/video/2026/mar/23/world-losing-more-barrels-of-oil-each-day-than-in-two-1970s-crises-combined-iea-chief-says-video
    IEA chief: current oil and gas crisis worse than 1973, 1979, 2022 together
    https://www.reuters.com/business/energy/iea-chief-current-oil-gas-crisis-worse-than-1973-1979-2002-together-2026-04-07/
    Korean travelers left stranded as Mideast turmoil pushes airlines to slash routes
    https://www.koreaherald.com/article/10711811
    Jet fuel supply concerns grow as war with Iran drags on, airlines cut flights
    https://www.cnbc.com/2026/04/07/iran-war-jet-fuel-airlines.html
    Italy Sets Jet Fuel Limits at Some Airports on Supply Gap
    https://www.bloomberg.com/news/articles/2026-04-05/italy-sets-jet-fuel-limits-at-some-airports-on-supply-shortage
    Delta Increases Checked Bag Charges by Up to $50 After Fuel Costs Rise
    https://www.bloomberg.com/news/articles/2026-04-07/delta-air-will-boost-fees-on-baggage-amid-surging-oil-prices
    United Airlines hikes checked bag fee by $10 as fuel prices continue to climb
    https://www.cnbc.com/2026/04/02/united-airlines-raises-checked-bag-fees-fuel-prices-climb.html
    Jet Fuel Spot Prices Over 60 Days 
    https://www.airlines.org/dataset/argus-us-jet-fuel-index/
    Iran War Fallout: Airlines Slash Thousands Of Flights Amid Global Fuel Shortages
    https://simpleflying.com/iran-war-airline-flight-cancellations-fuel-shortage/
    FRBNY SCE
    https://www.newyorkfed.org/microeconomics/sce#/
    https://www.eurodollar.university
    Twitter: https://twitter.com/JeffSnider_EDU
  • Eurodollar University

    "This Is What Happens Right Before an Economic Crisis" Jamie Dimon

    07/04/2026 | 22min
    Jamie Dimon, the head of the country’s largest bank, wrote his annual shareholder letter accompanying the firm’s annual report. Filled with numerous charts touting the company’s successes and thousands of words reinforcing them, it is a single one that sticks out like a sore thumb and therefore defines the entire effort. And, yes, it is about the private credit situation. Of that, he said “probably.” 
    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
    ----------------------------------------------------------------------------------
    With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 
    To watch a replay of our webinar, click below. 
    https://youtube.com/live/dkgSJvjWs5M?feature=share
    To take advantage of our limited-time Eurodollar University subscription offer to get access to all EDU materials, reports, and data, visit the link below:
    https://www.eurodollar.university/webinar-offer
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    https://www.jpmorganchase.com/ir/annual-report/2025/ar-ceo-letters
    Recession odds climb on Wall Street as economy shows cracks beneath the surface
    https://www.cnbc.com/2026/03/25/recession-odds-climb-on-wall-street-as-economy-shows-cracks-beneath-the-surface.html
    https://www.eurodollar.university
    Twitter: https://twitter.com/JeffSnider_EDU
  • Eurodollar University

    The Labor Market Just Sent A MASSIVE Warning To Investors

    06/04/2026 | 21min
    Almost four hundred thousand American workers dropped out of the labor force in March, setting yet a new low in labor participation. Why? There are no jobs, a fact confirmed by both the employment estimate plus an utterly dismal hiring rate from JOLTS, one that rivaled January and February 2009. There’s more, too. S&P Global said the services sector contracted for the first time in three years last month and a decline in its employment index, showing how the oil price shock is already starting to sting. 
    Eurodollar University's conversations w/Steve Van Metre
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    In a world where markets swing on every headline, focus matters. That’s why Eurodollar University offers One Big Weekly Theme — a disciplined, thematic analysis you can count on.
    If you don’t have the time to go all the way to the depth of Eurodollar University’s comprehensive Deep Dive Analysis and want the next best thing, One Big Weekly Theme is for you. 
    Visit our Substack page to sign up: https://eurodollaruniversity.substack.com
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    S&P Global US Services PMI March 2026
    https://www.pmi.spglobal.com/Public/Home/PressRelease/cc86952bb550465d9093b048d7bfdeb8

    https://www.eurodollar.university
    Twitter: https://twitter.com/JeffSnider_EDU

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Sobre Eurodollar University

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.
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