Eurodollar University

Another major central bank panicked today into a 50 bps rate cut, just as markets have been predicting. Not only that, officials at that bank said they’re ready for more as ultra-low rates are back within reach already. The Pringles can is far from empty even though central banks around the world would like you to believe they are in a good place. On the contrary, rate cuts really are like pringles – once central bankers start they’re finding everywhere they can’t stop.    Eurodollar University's Money & Macro AnalysisThis is all exactly why Eurodollar University is holding a webinar on Tuesday October 14, at 6pm ET. To help you begin to unlearn the garbage that Economics has taught you and the financial media keeps repeating day after day after day. We’re going to dive into the hidden story, really the hidden truth of interest rates to uncover the wealth of information they contain which is otherwise inaccessible to you and everyone else thanks to Economics and central banks. https://webinar.eurodollar-university.com/home---------------------------------------------------------------------------------------------------------------------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. https://eurodollaruniversity.substack.com---------------------------------------------------------------------------------------------------------------------https://eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Repo fails have jumped to more than $320 billion as of the final full week in September, the highest since the very start of January. More importantly, the timing. While there are technical reasons for rising fails, they have been increasing since the first week in August, right when the July payroll report came out. There’s also been substantial selling of foreign reserve assets, an enormous amount which likewise is timed to the release of payroll estimates. Eurodollar University's Money & Macro Analysis---------------------------------------------------------------------------------------------------------------------This is all exactly why Eurodollar University is holding a webinar on Tuesday October 14, at 6pm ET. To help you begin to unlearn the garbage that Economics has taught you and the financial media keeps repeating day after day after day. We’re going to dive into the hidden story, really the hidden truth of interest rates to uncover the wealth of information they contain which is otherwise inaccessible to you and everyone else thanks to Economics and central banks. https://webinar.eurodollar-university.com/home---------------------------------------------------------------------------------------------------------------------What is a Eurodollar University membership? It’s where understanding the monetary world isn’t a mystery—it's a method. 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. https://eurodollar.university/memberships---------------------------------------------------------------------------------------------------------------------https://eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

OPEC this past weekend agreed to raise production into a falling market, putting it on the edge of confirming a major worldwide downturn. This is why, despite the crude cartel not increasing supply as much as feared, oil prices didn’t really react. There are far greater problems plaguing the energy markets, including tightening dollar conditions which go right along with this major market warning. 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---------------------------------------------------------------------------------------------------------------------This is all exactly why Eurodollar University is holding a webinar on Tuesday October 14, at 6pm ET. To help you begin to unlearn the garbage that Economics has taught you and the financial media keeps repeating day after day after day. We’re going to dive into the hidden story, really the hidden truth of interest rates to uncover the wealth of information they contain which is otherwise inaccessible to you and everyone else thanks to Economics and central banks. https://webinar.eurodollar-university.com/home---------------------------------------------------------------------------------------------------------------------CNBC Oil rises more than 1% after OPEC+ hikes output less than expectedhttps://www.cnbc.com/2025/10/06/oil-prices-gain-1percent-after-lower-than-expected-opec-output-hike.htmlBloomberg The Oil Market’s 2026 Tsunami Will Be Costly to Financehttps://www.bloomberg.com/opinion/articles/2025-10-06/the-oil-market-s-2026-tsunami-will-be-costly-to-financeBloomberg Unsold Oil From Middle East Hints at Early Signs of Global Gluthttps://www.bloomberg.com/news/articles/2025-10-02/unsold-oil-from-middle-east-hints-at-early-signs-of-global-gluthttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

These recent bankruptcies have garnered close attention from the marketplace because they represent the very real possibility serious cracks have already weakened credit markets...to the point even the stock market (part of it, anyway) is taking a hard look. Ally, Bread Financial, Affirm, even Capital One, they've all see their stocks plummet. There's more here than it seems because of all the noise about share indexes and their own record highs. Everyone has ignored job losses, until now that is. Eurodollar University conversation w/Steve Van Metre----------------------------------------------------------------This is all exactly why Eurodollar University is holding a webinar on Tuesday October 14, at 6pm ET. To help you begin to unlearn the garbage that Economics has taught you and the financial media keeps repeating day after day after day. We’re going to dive into the hidden story, really the hidden truth of interest rates to uncover the wealth of information they contain which is otherwise inaccessible to you and everyone else thanks to Economics and central banks. https://webinar.eurodollar-university.com/home----------------------------------------------------------------Bloomberg Subprime Credit Troubles Send Shares of Consumer Lenders Reelinghttps://www.bloomberg.com/news/articles/2025-10-03/subprime-credit-troubles-send-shares-of-consumer-lenders-reelinghttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Like Amazon, now Walmart and Target are holding similar “fall” savings events promising to offer big savings. All three of them know the consumer economy is in deep trouble, thus the overemphasis on savings. But it’s not just what these retailers are doing for customers, it’s what they aren’t doing for workers. According to a range of sources, including the retailers themselves, they are not hiring. Eurodollar University's Money & Macro AnalysisFor more information on 21shares and to sign up for their newsletter, visit https://bit.ly/3JTI4GQSubscribe @21Shares on YouTube: https://www.youtube.com/@21sharesFollow @21Shares on Instagram: https://www.instagram.com/21shares_/Follow @21Shares on Linkedin: https://www.linkedin.com/company/21shares-us/Follow @21Shares on X: https://x.com/21Shares_US----------------------------------------------------------------Sign up for our webinar on the Hidden Truth Behind Interest Rates:https://webinar.eurodollar-university.com/home----------------------------------------------------------------Challenger Gray & Christmas https://www.challengergray.com/blog/september-job-cuts-fall-37-from-august-ytd-total-highest-since-2020-lowest-ytd-hiring-since-2009/Retail Dive How retailers are hiring for the 2025 holiday seasonhttps://www.retaildive.com/news/retail-holiday-season-hiring-job-cuts/760900/ISM Services September 2025https://www.ismworld.org/supply-management-news-and-reports/reports/ism-pmi-reports/services/september/FRBNY Business Leaders Surveyhttps://www.newyorkfed.org/medialibrary/media/Survey/business_leaders/2025/2025_09blsreport.pdf?sc_lang=en&hash=872CB84D638D0F3D1A3F833365E25EF4Dallas Fed Texas Services Outlook Surveyhttps://www.dallasfed.org/research/surveys/tssos/2025/2509

Money from around the world continues to pour into Swiss bond markets, driving yields there down below zero and keeping them that way. Because Switzerland remains a key global money center in the eurodollar world, this kind of heightened demand for safety is directly related to rising worries about the rest of the world. Moreover, the Swiss curve is an indication of what we should expect from global rates moving forward.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------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------Sign up for our webinar on the Hidden Truth Behind Interest Rates:https://webinar.eurodollar-university.com/home---------------------------------------------------------------------------------------------------------------------https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

This week has seen one oil company after another announce major layoffs. The oil curve is within sight of flipping and wholesale gasoline prices are only a penny above their lowest since 2021. Why? The answer was all over ADP's private payroll report for September. Eurodollar University's Money & Macro AnalysisFor more information on 21shares and to sign up for their newsletter, visit https://bit.ly/3JTI4GQSubscribe @21Shares on YouTube: https://www.youtube.com/@21sharesFollow @21Shares on Instagram: https://www.instagram.com/21shares_/Follow @21Shares on Linkedin: https://www.linkedin.com/company/21shares-us/Follow @21Shares on X: https://x.com/21Shares_US----------------------------------------------------------------Sign up for our webinar on the Hidden Truth Behind Interest Rates:https://webinar.eurodollar-university.com/home----------------------------------------------------------------ADP https://adpemploymentreport.com/IEA Oil Market Report August 2025https://www.iea.org/reports/oil-market-report-august-2025HRD Imperial Oil, ExxonMobil announce major layoffs for Canada amid global restructuringhttps://www.hcamag.com/ca/news/general/imperial-oil-exxonmobil-announce-major-layoffs-for-canada-amid-global-restructuring/551612Dow Jones TotalEnergies to Cut Costs While Boosting Oil, Gas Output Through 2030 — Updatehttps://www.morningstar.com/news/dow-jones/202509296462/totalenergies-to-cut-costs-while-boosting-oil-gas-output-through-2030-updateFox Business Exxon to slash thousands of jobshttps://www.foxbusiness.com/media/exxon-slash-thousands-jobs-major-corporate-overhaul-comprehensive-restructuring-planhttps://eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDUDisclaimerThis video is sponsored by 21Shares. The information provided in this video is for educational and informational purposes only and should not be considered financial or investment advice. Investing involves risk, including the possible loss of principal. Products mentioned may not be available in all jurisdictions, and their suitability will depend on your individual circumstances. Always conduct your own research and consult with a licensed financial advisor before making any investment decisions.

The latest report on jobs changes everything. The hiring rate in August dropped to its lowest level since April of 2020. April 2020. It’s another clear sign that the labor market is visiting Dr. Beveridge and right in time for Amazon Prime Days which begin a week from now. Consumer confidence fell sharply here for September in even more new data, with workers reporting they also feel job availability is at a multi-year low, so it’s not just in the high level data, this thing is also making waves on the ground. Eurodollar University's Money & Macro Analysis---------------------------------------------------------------------------------------------------------------------It is absolutely critical to understand the hidden truth or really truths about what interest rates are saying. Decoding them isn’t really that difficult, either, once you step away from mainstream Economics. And that’s what we’re going to do on Tuesday October 14 at 6 pm ET. Join me for a full webinar as we break down these secrets to interest rates that really shouldn’t be.Sign up for our webinar on the Hidden Truth Behind Interest Rates:https://webinar.eurodollar-university.com/home---------------------------------------------------------------------------------------------------------------------What is a Eurodollar University membership? It’s where understanding the monetary world isn’t a mystery—it's a method.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. https://eurodollar.university/memberships ---------------------------------------------------------------------------------------------------------------------Conference Board https://www.conference-board.org/topics/consumer-confidence/https://eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

What is going on in the auto world? First, Tricolor goes bankrupt. Then parts supplier First Brands follows them. CarMax reports dismal earnings. Even Germany's Bosch decided to lay off another 13,000 workers. It's not just a canary in the coal mine, there's a whole flock - or fleet - of them. 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------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------Sign up for our webinar on the Hidden Truth Behind Interest Rates:https://webinar.eurodollar-university.com/home---------------------------------------------------------------------------------------------------------------------CarMax Second Quarter Earningshttps://investors.carmax.com/news-and-events/news/news-details/2025/CarMax-Reports-Second-Quarter-Fiscal-Year-2026-Results/default.aspxCNBC CarMax stock plummets 20% following ‘challenging’ quarterhttps://www.cnbc.com/2025/09/25/carmax-stock-plummets-after-missed-wall-streets-expectations.htmlMarketWatch CarMax sees surprise drop in used-car sales even at lower prices, and the stock diveshttps://www.marketwatch.com/story/carmax-sees-unexpected-drop-in-used-car-sales-even-at-lower-prices-and-the-stock-dives-7dc067b0Bloomberg Economists Lower US Job Growth Through 2026, Fueling Rate Cutshttps://www.bloomberg.com/news/articles/2025-09-26/economists-lower-us-job-growth-through-2026-fueling-rate-cutsGTR First Brands supply chain finance debt tops US$866mnhttps://www.gtreview.com/news/americas/first-brands-supply-chain-finance-debt-tops-us866mn/Bloomberg First Brands Files for Bankruptcy After Lender Scrutinyhttps://www.bloomberg.com/news/articles/2025-09-29/auto-parts-supplier-first-brands-files-for-bankruptcyQ3 2025 Cox Automotive Dealer Sentiment Index Shows Steady Confidence Amid Economic Headwindshttps://www.coxautoinc.com/insights-hub/q3-2025-cadsi/Bloomberg Bosch to Shed 13,000 Jobs as Auto-Industry Slump Deepenshttps://www.bloomberg.com/news/articles/2025-09-25/bosch-to-shed-another-13-000-jobs-as-auto-industry-slump-deepenshttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Companies are throwing trillions of dollars chasing the latest fad at the worst possible time. Even hedge fund insiders are sounding alarms over the collision between macro reverse and bubble building mania. Bigger than the dot-coms. Eurodollar University's conversation w/Steve Van Metre----------------------------------------------------------------Sign up for our webinar on the Hidden Truth Behind Interest Rates:https://webinar.eurodollar-university.com/home----------------------------------------------------------------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. https://eurodollaruniversity.substack.com----------------------------------------------------------------https://eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

For more information on 21shares and to sign up for their newsletter, visit https://bit.ly/3JTI4GQSubscribe @21Shares on YouTube: https://www.youtube.com/@21sharesFollow @21Shares on Instagram: https://www.instagram.com/21shares_/Follow @21Shares on Linkedin: https://www.linkedin.com/company/21shares-us/Follow @21Shares on X: https://x.com/21Shares_US----------------------------------------------------------------Sign up for our webinar on the Hidden Truth Behind Interest Rates:https://webinar.eurodollar-university.com/home----------------------------------------------------------------Everyone has been abuzz about Tricolor's bankruptcy. The subprime auto lender has already created hundreds of millions in losses and for some of the biggest banks. But the real story here isn't those hundreds of millions, rather the trillions in debt that is priced on financial variable that's otherwise impossible to pin down. Tricolor's bankruptcy just might shed some light on it. Will the financial world like what it could find?Eurodollar University's Money & Macro AnalysisFifth Bank 8-Khttps://www.sec.gov/ix?doc=/Archives/edgar/data/0000035527/000003552725000185/fitb-20250905.htmBloomberg Tricolor Trustee Targets 100,000 Auto Loans Stuck in Limbohttps://www.bloomberg.com/news/articles/2025-09-18/tricolor-trustee-seeks-control-over-100-000-subprime-auto-loansWired Recipe for Disaster: The Formula That Killed Wall Streethttps://www.wired.com/2009/02/wp-quant/https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDUDisclaimerThis video is sponsored by 21Shares. The information provided in this video is for educational and informational purposes only and should not be considered financial or investment advice. Investing involves risk, including the possible loss of principal. Products mentioned may not be available in all jurisdictions, and their suitability will depend on your individual circumstances. Always conduct your own research and consult with a licensed financial advisor before making any investment decisions.Eurodollar University's Money & Macro Analysishttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

The dollar is starting to move more aggressively, driving higher and crossing key thresholds in a whole host of currency exchanges. Not only that, this current “strengthening” is highly synchronized. Both of those factors, the synchronization and breaching multiple ranges, are beginning to more strongly point to the next stage in this ongoing cycle. 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---------------------------------------------------------------------------------------------------------------------Sign up for our webinar on the Hidden Truth Behind Interest Rates:https://event.webinarjam.com/register/30/vpxv1tvg---------------------------------------------------------------------------------------------------------------------https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

There are growing concerns - and a growing pile of evidence and reports - indicating the *shadow* banking system is suppressing potential losses for no legitimate reason. Here we examine where they are coming from and what the latest data shows. Eurodollar University's Money & Macro Analysis----------------------------------------------------------------Sign up for our webinar on the Hidden Truth Behind Interest Rates:https://event.webinarjam.com/register/30/vpxv1tvg----------------------------------------------------------------Eurodollar University Memberships: What is a Eurodollar University membership? It’s where understanding the monetary world isn’t a mystery—it's a method.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. https://eurodollar.university/memberships----------------------------------------------------------------S&P Global Private Credit: The Rising ‘Defaults’https://www.spglobal.com/market-intelligence/en/news-insights/resources/private-credit-the-rising-defaultsLincoln Internationalhttps://www.lincolninternational.com/news/the-lincoln-private-market-index-records-another-quarter-of-growth-in-q2/Bloomberg Default Warnings Start to Pile Up in Private Credit Markethttps://www.bloomberg.com/news/articles/2025-08-21/default-warnings-start-to-pile-up-in-the-private-credit-markethttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

For more information on 21shares and to sign up for their newsletter, visit https://bit.ly/3JTI4GQSubscribe @21Shares on YouTube: https://www.youtube.com/@21sharesFollow @21Shares on Instagram: https://www.instagram.com/21shares_/Follow @21Shares on Linkedin: https://www.linkedin.com/company/21shares-us/Follow @21Shares on X: https://x.com/21Shares_US----------------------------------------------------------------Sign up for our webinar on the Hidden Truth Behind Interest Rates:https://event.webinarjam.com/register/30/vpxv1tvg----------------------------------------------------------------Now that the Federal Reserve is back to cutting rates, we can start looking ahead to how low they might go. Not only that, also how low Treasury yields and the entire curve get. While Economists wrongly rely on bad theories put into econometric models, we have a wealth of good and valid information (once again proving correct) from which we can make some reasonable judgements. Eurodollar University's Money & Macro AnalysisBloomberg Goldman Sachs Says US Yield-Curve Shape Looks Like Zero-Rate Erahttps://www.bloomberg.com/news/articles/2025-08-06/goldman-sachs-says-us-yield-curve-shape-looks-like-zero-rate-erahttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDUDisclaimerThis video is sponsored by 21Shares. The information provided in this video is for educational and informational purposes only and should not be considered financial or investment advice. Investing involves risk, including the possible loss of principal. Products mentioned may not be available in all jurisdictions, and their suitability will depend on your individual circumstances. Always conduct your own research and consult with a licensed financial advisor before making any investment decisions.

A sad report as Argentina's badly-needed chainsaw is running into a bigger one - the eurodollar. President Milie was forced to admit the market is in panic-mode as the peso plunges in a way that's all-too-familiar for eurodollar watchers. Push comes to shove, the latter simply has the biggest chainsaw and it is using the thing that the world needs to be watching carefully. 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---------------------------------------------------------------------------------------------------------------------Bloomberg Argentina Assets Slide as Milei Summons Cabinet After Defeathttps://www.bloomberg.com/news/articles/2025-09-08/argentina-bonds-slump-on-milei-s-defeat-in-buenos-aires-voteBloomberg Milei Defies Forecasts So Far as Argentina’s Peso Strengthenshttps://www.bloomberg.com/news/articles/2025-04-23/milei-defies-forecasts-so-far-as-argentina-s-peso-strengthens-usd-arsAP Argentina President Milei suffers crushing defeat in Buenos Aires provincial electionhttps://apnews.com/article/argentina-election-javier-milei-cristina-fernandez-peronism-fecba6d106eb2c0f2440e9fca298e470Cato Deregulation in Argentina: Milei Takes “Deep Chainsaw” to Bureaucracy and Red Tapehttps://www.cato.org/free-society/spring-2025/deregulation-argentina-milei-takes-deep-chainsaw-bureaucracy-red-tapehttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Foreigners continue their epic buying binge in USTs and US$ assets, totally defying the narrative everyone around the world is ditching America. Despite the intent of so many to make this political, there is nothing political about this, purely economics (small "e"). We keep more evidence and data showing what those really are, and foreigners know it only too well. Eurodollar University's conversation w/Steve Van Metre**************************************Eurodollar University's One Big Weekly ThemeIn 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. To sample or sign up straight away, go to:  eurodollaruniversity.substack.com**************************************Bloomberg Foreign Holdings of Treasuries Climb to Record Levelhttps://www.bloomberg.com/news/articles/2025-09-18/foreign-holdings-of-treasuries-reach-record-even-as-china-sellshttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

For the first time ever, the Bank of Japan is selling stocks out of its vast portfolio. The announcement shocked the markets though mostly the media. Is this what it seems to be, or does the Japanese government have a trick up its sleeve? A crystal clear answer can be found among Japan's households as this is one of the best examples ever of modern "monetary" policy. 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---------------------------------------------------------------------------------------------------------------------BoJ Statementhttps://www.boj.or.jp/en/mopo/mpmdeci/mpr_2025/k250919a.pdfBloomberg BOJ Unveils ETF Sales Plan, Keeps Door Open for October Hikehttps://www.bloomberg.com/news/articles/2025-09-19/boj-keeps-rates-steady-as-ishiba-s-departure-adds-to-uncertaintyBloomberg Long Bonds Are a Buy as Contagion Fears Ease, TS Lombard Sayshttps://www.bloomberg.com/news/articles/2025-09-19/long-bonds-are-a-buy-as-contagion-fears-ease-ts-lombard-saysMoneyWise Rice prices have skyrocketed in Japan — and farmers warn that ‘everyone who eats’ that disaster could be nearhttps://finance.yahoo.com/news/rice-prices-skyrocketed-japan-farmers-172500461.htmlhttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

For more information on 21shares and to sign up for their newsletter, visit https://bit.ly/3JTI4GQSubscribe @21Shares on YouTube: https://www.youtube.com/@21sharesFollow @21Shares on Instagram: https://www.instagram.com/21shares_/Follow @21Shares on Linkedin: https://www.linkedin.com/company/21shares-us/Follow @21Shares on X: https://x.com/21Shares_USAnother grim stat from US real estate, as plans to build houses slid to the lowest since May 2020. There are more homebuilders cutting prices than at any other time since, yes, 2020. But at the same time, mortgage rates have slid to their lowest level in a year. In other words, the housing market is giving off a definite signal, and it's the same one as mortgage rates. Eurodollar University's Money & Macro AnalysisBen Bernanke’s Testimony April 2008https://www.cnbc.com/2008/04/02/text-bernankes-testimony.htmlBloomberg US Homebuilder Sentiment Stays Low Despite Mortgage-Rate Drophttps://www.bloomberg.com/news/articles/2025-09-16/us-homebuilder-sentiment-stays-low-despite-mortgage-rate-dropHousewire Optimal Blue: Rate-and-term refis soar 70% in Augusthttps://www.housingwire.com/articles/rate-and-term-refinance-optimal-blue-market-advantage-august-2025/Conference Board Leading Economic Indicatorshttps://www.conference-board.org/topics/us-leading-indicators/https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDUDisclaimerThis video is sponsored by 21Shares. The information provided in this video is for educational and informational purposes only and should not be considered financial or investment advice. Investing involves risk, including the possible loss of principal. Products mentioned may not be available in all jurisdictions, and their suitability will depend on your individual circumstances. Always conduct your own research and consult with a licensed financial advisor before making any investment decisions.Eurodollar University's Money & Macro Analysishttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

What a massive mess. No clear direction. Dots all over he place. And that's just the start. We've got Canada, too. Replay of FOMC decision livestream as Pringles win again.

China's yield curve is being reshaped in a way that has created confusion across the spectrum. Even policymakers at the PBOC are talking about the need to do something. However, market behavior is consistent with what we're seeing around the rest of the world and how it all relates to China finding a way out of its mess and hitting upon a real recovery. Eurodollar University's Money & Macro Analysis---------------------------------------------------------------------------If you want to see what you've been missing - and it's A LOT - then join us at Eurodollar University. Our memberships have got you covered where it comes to mastering monetary mechanics. You won't find this anywhere else. https://www.eurodollar.university/memberships---------------------------------------------------------------------------Bloomberg China Bond Slump Fuels Speculation PBOC Will Resume Debt Buyinghttps://www.bloomberg.com/news/articles/2025-09-14/china-bond-slump-fuels-speculation-pboc-will-resume-debt-buyingReuters Chinese money flows into bonds even as central bank warns of riskshttps://www.reuters.com/markets/asia/chinese-money-flows-into-bonds-even-central-bank-warns-risks-2024-06-27/https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU