Latest Monetary order Podcast Episodes
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...
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...
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 ...
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...
Swiss Central Bank Just Sent a Warning to the World
Eurodollar University - March 22, 2024 11:00 - 18 minutesFew were expecting anything more than a few franc sales from the Swiss National Bank today. Instead, the SNB boldly cut its ST rate specifically because it knows what's coming from around the rest of the world. And that doesn't mean inflation in Switzerland or anywhere else. Eurodollar...
Everything You Need to Know About The Fed Report
Eurodollar University - March 21, 2024 11:00 - 18 minutesA wild FOMC meeting triggered by a rejiggering of the dots. Those don't really matter except as insight into how confused policymakers have become. Why are they confused? Rate hikes don't appear to be working, so they are having a hard time deciding what should happen next. Markets aren...
It finally happened after 17 years… will they survive
Eurodollar University - March 20, 2024 11:00 - 19 minutesWell, they did it. The Bank of Japan ended its NIRP and YCC, raising its call money rate for the first time in forever. That's not the issue. Why they did it is open for debate, one that right now is taking place across markets. It's not going well for the rate-hikers. Eurodollar Univ...
Global Central Banks Are Meeting This Week (Here’s What You Need To Know)
Eurodollar University - March 19, 2024 11:00 - 22 minutesThe Fed. Japanese destiny. Down Under. The Old Lady, Mexico, Brazil, and the Czech Republic. And those are just the start. A ton of central banks are going to be deliberating just this week. And while their policies don't really mean much to the economy, they can impact markets in the s...
Bank Term Funding Program Blows Up In Final Minutes...
Eurodollar University - March 18, 2024 11:00 - 18 minutesThe Fed shut down the BTFP, but just before it closed billions in loans were made to banks over the repeated objections of policymakers. Officials have been pushing depositories toward the Discount Window to the point even the FHLB system is dissuading its members from using its own adv...
Chinese banks CLOSING Loan Books Most On Record
Eurodollar University - March 17, 2024 16:30 - 19 minutesChina just held its National People's Congress amidst more economic and financial turmoil than at any time in its modern history. Two things quickly became clear: Xi Jinping continues to insulate himself politically from any potential fallout; his government has no idea what to be about...
The Recession Just Hit Dollar Stores “People Can No Longer Afford to Shop”
Eurodollar University - March 14, 2024 11:00 - 17 minutesMore recession signals. We've got the major dollar store chains in the US closing stores and reporting troubling results about consumer behavior. Those are now backed up by hard evidence in the form of retail sales, which have been much worse than initial thought. Behind everything, the...
Oil Markets Are Sending A Warning To The World
Eurodollar University - March 13, 2024 11:00 - 18 minutesIs "inflation" back? A big part of the answer to that question comes from the oil market, though not at all in the way you might think. A revisit of the 2008 crude oil bubble/shock to see what it can tell us about a lot more than consumer prices in 2024. Eurodollar University's Money &...
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