Eurodollar University

1089 Episodes

1. Hawks declare more rate hikes, history and another market say not for long.

   Published: 19/11/2022
2. We need to talk about curve inversions (plural) going nuclear.

   Published: 17/11/2022
3. We really need to talk about "inflation", as Alan Greenspan was trying to way back in '96.

   Published: 16/11/2022
4. Here come the central bank empire's hawks, right on cue.

   Published: 15/11/2022
5. Slowing CPI finally slows Fed trajectory, but what does the pivot really mean?

   Published: 14/11/2022
6. Way too many uncomfortably close parallels between Oct '07 and Oct '22 to ignore like we're told to.

   Published: 12/11/2022
7. Storm warning: almost a trillion in global reserves gone, a quarter 'missing' from Swiss.

   Published: 10/11/2022
8. House prices in China have already started dropping, but why? Xi's plan not rate hikes.

   Published: 09/11/2022
9. Is the Treasury market about to blow up? Some think so, but why?

   Published: 08/11/2022
10. Iceland's Secret: the Untold Story of the World's Biggest Con [Ep. 320]

    Published: 08/11/2022
11. Crazy market week because with each rate hike a reason (or two) for coming pivots. Data confirms.

    Published: 07/11/2022
12. Companies are *cutting* full-time jobs like they do EVERY time before recession. Fed pivot coming.

    Published: 05/11/2022
13. An absurd summation of absurd history for an absurd day. If only it wasn't so serious.

    Published: 03/11/2022
14. Buying in USTs is split by the time of the day: foreigners buy heavily then Americans sell. Why?

    Published: 02/11/2022
15. Move over yen, PBOC's desperate commercial-led rescue a dismal failure as yuan strikes new low. Why?

    Published: 01/11/2022
16. This is where we find out, the economy and markets at their crucial junctures. Recession or not.

    Published: 31/10/2022
17. Big rebound in CNY - but not for any good reason - while demand destruction finally arrives in US.

    Published: 27/10/2022
18. Home prices are now falling, piling on the Fed pivot from near and dear to the FOMC (models).

    Published: 26/10/2022
19. Xi Jinping's vulgar display of power - and its target - was intended specifically for you and me.

    Published: 25/10/2022
20. Domestic housing bust accelerates, yet it is foreign Treasury buyers who are inverting the curve.

    Published: 24/10/2022