Eurodollar University

1089 Episodes

1. Info not fearmongering. Swaps not Swiss. Dealers not Fed. The data and evidence are conclusive.

   Published: 22/10/2022
2. Inflation is about money and that means and has meant eurodollar, not the Federal Reserve.

   Published: 20/10/2022
3. The yen isn't Japan's problem, it is everyone's problem. Because this crash isn't the Fed.

   Published: 19/10/2022
4. The world rocked by Euro$ collateral; Italy, Eurobonds, maybe the '22 equivalent of "toxic waste."

   Published: 18/10/2022
5. Too hot CPI. Frozen in Hong Kong. Fed hiking former. How much longer until latter disrupts it all?

   Published: 17/10/2022
6. As dollar woes get worse, why don't the Fed's swap lines work? Let's answer that question.

   Published: 15/10/2022
7. Dollar funding crisis reaches...Switzerland. This isn't (just) Credit Suisse, though.

   Published: 13/10/2022
8. How did chips go from epic shortage to massive deflationary pressure? Big IMF downgrades tell us.

   Published: 12/10/2022
9. Ben Bernanke's Nobel Prize award rewrites the past while darkening future for a single word.

   Published: 11/10/2022
10. Payrolls. OPEC. Consumers borrow every last cent. Clearing up a week of ambiguity. Tricks or Treats.

    Published: 10/10/2022
11. Stocks down big because rate hikes in unemployment rate, while real economy falling apart faster.

    Published: 08/10/2022
12. Not a question of "if", rather "when" and for us little people what happens in between

    Published: 06/10/2022
13. Is there a real challenge to Xi Jinping's rule? Yes, but it's more philosophical than bullets.

    Published: 05/10/2022
14. Banks had warned, SOFR doesn't work and that's a huge problem (in case you hadn't noticed).

    Published: 04/10/2022
15. Part 1 of our Eurodollar Conversation: the countdown to global QEs has begun, what do markets say

    Published: 03/10/2022
16. Warning flags are out. SOFR. Tbills. TIPS. Serious deflationary storm is brewing.

    Published: 01/10/2022
17. Breaking Britain. I Am The One Who Knocks. Say My Name (it isn't Jay).

    Published: 29/09/2022
18. The pound isn't the only one going to get pounded.

    Published: 28/09/2022
19. Before the pound got pounded, Germany's bond market had sent the world a historic warning.

    Published: 27/09/2022
20. Stocks reacted negatively, but was it to rate hikes or the other Rs?

    Published: 26/09/2022