Latest Central banks Podcast Episodes
They Can't Hide It Anymore
Eurodollar University - April 22, 2024 11:00 - 18 minutesThere is a tendency to conflate the behavior of consumer prices with the condition of the economy. With the current mania over recent CPIs in full bloom, fears extend into the real economy. Is it really "too hot?" Recent data from the Federal Reserve itself actually helps separate the f...
100% Proof Rate Hikes DON'T Work
Eurodollar University - April 21, 2024 11:00 - 19 minutesThe world is starting to get the idea that rate hikes are not all they're cracked up to be. Yet, we're forced to focus endlessly on the Federal Reserve's interest rate policies. Why? The answer is really simple. More importantly, what's really going on in the economy? That answer is als...
Proof The Fed is FLAT Out Lying to You
Eurodollar University - April 19, 2024 11:00 - 17 minutesThe Fed is all over the place, flip-flopping sometimes within a matter of weeks. They're confident about inflation then they're not. What's the real reason for so much back and forth, the obvious insecurity? It's the story no one really knows and what actually ties the current day with ...
New Housing Data Down 15% In One MONTH!
Eurodollar University - April 18, 2024 11:00 - 16 minutesEURODOLLAR UNIVERSITY'S SPRING SALE STILL GOING FOR A LITTLE WHILE LONGER, DETAILS AT THE LINK BELOW https://www.eurodollar.university/sales-page-spring Updates from the US housing and energy sectors heavily rebuff the idea reflation. There is supposed to be resurgent demand when new d...
Consensus in the ECB
AIB Market Talk - April 18, 2024 07:00 - 11 minutes ★★★★★ - 1 ratingAIB’s Senior Economist John Fahey, and AIB Treasury’s John Heffernan discuss the latest news from the European Central Bank and breakdown market expectations for potential interest rate cuts and the impacts on currency pairs. Visit our website and subscribe to receive AIB's Economic Analysis d...
Has The Government Debt Crisis Finally Started?
Eurodollar University - April 17, 2024 11:00 - 18 minutesEURODOLLAR UNIVERSITY'S SPRING SALE STILL GOING FOR A LITTLE WHILE LONGER, DETAILS AT THE LINK BELOW https://www.eurodollar.university/sales-page-spring UST yields are up somewhat sharply since early April, raising questions as to why that is. High on the public list of suspects is a g...
Oh Sh*t, The Narrative has COMPLETELY flipped
Eurodollar University - April 16, 2024 11:00 - 18 minutesEURODOLLAR UNIVERSITY'S SPRING SALE STILL GOING FOR A LITTLE WHILE LONGER, DETAILS AT THE LINK BELOW https://www.eurodollar.university/sales-page-spring Higher (slightly) interest rates and a couple rising commodities has brought back the reflation trade. For those to be valid, there w...
The Chinese Banking System is COLLAPSING
Eurodollar University - April 15, 2024 11:00 - 17 minutesIs the Great Migration about to get worse? The answer starts in China where just the week the country already reported a sharp fall in consumer prices. CNY is down and so are government bond yields there. The Chinese also said the economy suffered a big drop in exports and then suffered...
Fed Reports "People Now Unable to Pay Off Credit Card Debt"
Eurodollar University - April 14, 2024 11:00 - 17 minutesThe economy is doing just fine according to many statistics, but according to most people it is anything but. Those aren't just idle malcontents, either. A fundamental fact of the current state of the world is that it will have to reckon for that economic pain and substantial loss. Many...
China's Crisis Is Sending A Warning To The World
Eurodollar University - April 12, 2024 11:00 - 18 minutesYesterday's US CPI reignited the fierce debate over a possibly sticky inflation future. China just ended it by reminding the world of its stubborn deflationary present with the third largest monthly CPI drop in the last twenty years. Producer prices also decline which is a solidly disin...
New CPI Numbers Shock The Market! (Everything You Need To Know)
Eurodollar University - April 11, 2024 11:00 - 18 minutesAnother CPI comes in higher than expected. This isn't some harbinger of an impending price spiral, just the regular fluctuations in consumer prices driven largely by oil. It has stirred up inflation fears anyway in large part because it seems as if the CPI and especially the core rate i...
Goldman Sachs Makes MASSIVE Bet On Lower Interests Rates
Eurodollar University - April 10, 2024 11:00 - 17 minutesEURODOLLAR UNIVERSITY'S SPRING SALE STILL GOING FOR A LITTLE WHILE LONGER, DETAILS AT THE LINK BELOW https://www.eurodollar.university/sales-page-spring Hawkish policymakers, oil prices, higher for longer all over the media. Why are banks, not just central banks, already cutting rates?...
Oil Is About To Break The Economy
Eurodollar University - April 09, 2024 11:00 - 19 minutesEURODOLLAR UNIVERSITY'S SPRING SALE STILL GOING FOR A LITTLE WHILE LONGER, DETAILS AT THE LINK BELOW https://www.eurodollar.university/sales-page-spring What if gold and oil are actually trading on the same outcome? Despite popular misconceptions, a non-economic oil shock like the one ...
Oil inflation Fears Going Viral (Everything You Need to Know)
Eurodollar University - April 08, 2024 11:00 - 17 minutesEURODOLLAR UNIVERSITY'S SPRING SALE STILL GOING FOR A LITTLE WHILE LONGER, DETAILS AT THE LINK BELOW https://www.eurodollar.university/sales-page-spring Oil is up sharply as fears over a wider conflict in the Middle East continue to rise. Quite predictably, this has raised widespread c...
Rise in Service Sector Activity
AIB Market Talk - April 07, 2024 23:00 - 8 minutes ★★★★★ - 1 ratingAIB’s Chief Economist David McNamara, and AIB Treasury’s Cormac Cunnane breakdown the latest Irish Purchase Managers Index reports for the Manufacturing and Service sectors, sings of inflation easing and what this could means for industry in Ireland. Visit our website and subscribe to receive ...
We Need to Talk About the Job Market Data ASAP
Eurodollar University - April 07, 2024 11:00 - 17 minutesEURODOLLAR UNIVERSITY'S SPRING SALE STILL GOING FOR A LITTLE WHILE LONGER, DETAILS AT THE LINK BELOW https://www.eurodollar.university/sales-page-spring Yet another blowout payroll number from the government. Even though the BLS's "other" employment estimates managed a sharp rebound on...
It's Over: China's Currency Has Never Done This Before
Eurodollar University - April 05, 2024 11:00 - 19 minutesEURODOLLAR UNIVERSITY'S SPRING SALE STILL GOING FOR A LITTLE WHILE LONGER, DETAILS AT THE LINK BELOW https://www.eurodollar.university/sales-page-spring China's currency trading was wild yesterday, CNY moving just a few pips above the PBOC's daily limit. But then, the country closed do...
GFF Podcast episode 9: ETF Securities Lending and Product Innovation
GFF Podcast - April 05, 2024 06:00 - 48 minutesIn this show, we discuss the arrival of ETFs in securities lending and the new product and service offerings to meet the demand for ETF lending at Clearstream. As ETFs with fixed income underlying assets are now available for securities lending and eligible for use in both fails and strategic se...
Things Are Escalating, Quickly...
Eurodollar University - April 04, 2024 11:00 - 15 minutesEURODOLLAR UNIVERSITY'S SPRING SALE STILL GOING FOR A LITTLE WHILE LONGER, DETAILS AT THE LINK BELOW https://www.eurodollar.university/sales-page-spring Monday's "strong" ISM manufacturing data sparked a whirlwind of inflation fear(mongering). Today's far more important and weak ISM no...
We Need to Talk About the Bond Market Immediately
Eurodollar University - April 03, 2024 11:00 - 18 minutesEURODOLLAR UNIVERSITY'S SPRING SALE STILL GOING FOR A LITTLE WHILE LONGER, DETAILS AT THE LINK BELOW https://www.eurodollar.university/sales-page-spring To hear everyone tell it, bond yields are surging. Losses in the marketplace are "piling up" allegedly because hawkish central banker...
Gold Surges To All-Time Highs (Everything You Need to Know)
Eurodollar University - April 02, 2024 11:00 - 19 minutesEURODOLLAR UNIVERSITY'S SPRING SALE STILL GOING FOR A LITTLE WHILE LONGER, DETAILS AT THE LINK BELOW https://www.eurodollar.university/sales-page-spring Gold continues to soar, hitting almost as many record highs as stocks. And that's a problem because unlike stocks gold tends to be a ...
How Bank Reserves Affect Liquidity (Macro Alf)
Eurodollar University - April 01, 2024 11:00 - 20 minutesIt is critical to understand what is happening in China first of all. The country is suffering from a confluence of longer-term structural imbalances butting up against near-term strategies ostensibly aimed at minimizing the fallout. The risks are complex though in broad terms pretty ea...
You Won't Believe What European Banks Are Doing
Eurodollar University - March 31, 2024 11:00 - 18 minutesCHECK OUT EURODOLLAR UNIVERSITY'S SPRING SALE https://www.eurodollar.university/sales-page-spring What is it with banks these days? Well, this time it may not be the bank themselves. According to the latest data from the ECB, European depositories are lending loads to non-banks over th...
The Recession Is Here, And It's Worse Than You Think
Eurodollar University - March 29, 2024 11:00 - 20 minutesWe keep getting more and more recession confirmation. Soft data comes in ugly and is easily corroborated by hard estimates from a variety of sources. The only part missing is the layoffs. Where are they? Part of the answer comes from hoarding, though the more important piece is not what...
Japan Is Now Threatening MAJOR Intervention Against The Dollar
Eurodollar University - March 28, 2024 11:00 - 18 minutesThe Japanese are really getting bothered by weakness in the yen. But where is it coming from, and what might be done about it? Officials in Tokyo are threatening to intervene again, but a review of past interventions shows not just the folly of any attempt, better yet some useful clues ...
Great Expectations
AIB Market Talk - March 28, 2024 01:00 - 11 minutes ★★★★★ - 1 ratingAIB’s Senior Economist John Fahey, and AIB Treasury’s Stuart Banks discuss the busy recent central bank calendars and data releases, including from the Bank of Japan, Bank of England, ECB, US Federal Reserve and Swiss National Bank, and first quarter foreign exchange activity for 2024. Visit o...
What Stage Of The Recession Are We In
Eurodollar University - March 27, 2024 11:00 - 19 minutesAs more signs of instability pile up around the world but also coming from inside the US. Those are evidence for the continuing downside to the supply shock, the same cycle, not a soft landing. What are the key differences? Employing a few critical datapoints it's easy to see how much o...
Latest Banking Data PLUNGES At The Same Time China Did This
Eurodollar University - March 26, 2024 11:00 - 18 minutesSomething just hit the US banking system. Tons of cash gone from their balance sheet seemingly as they reallocate their assets. At the same time this is going on, the dollar has surged against primarily Asian currencies rocking those countries and leading to several government backlashe...
Target Gives MASSIVE Warning Of Consumer Behavior
Eurodollar University - March 25, 2024 11:00 - 18 minutesThe bedrock assumption for a soft landing in the US is continued consumer spending. The economy around the world really needs Americans to keep spending at close to the same rate. Instead, more evidence is coming in that they are just out of gas. In addition to macro statistics, more re...
CLO Markets are on the Collapsing (liquidations starting)
Eurodollar University - March 24, 2024 11:00 - 20 minutesIt isn't prospective rate cuts, the downward bias in market interest rates comes from real risks in the global system. The biggest of those are US commercial real estate (CRE) and China. Key developments in both show that the situation is fragile and that difficulties are serious even i...
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