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Eurodollar University

News

Eurodollar University

Jeff Snider

ALERT: Gold Is Crashing… While The Dollar Rips Higher

June 25, 2026 6:00am 33 min

Gold is getting liquidated again. Silver, too. Why? The dollar is spiking. But why is the dollar spiking? Same reason TIPS are screaming and reinversion on the Treasury curve has become a very real possibility. The issue...

Private Credit Redemptions Just Crossed the Line Of No Return

June 24, 2026 11:53am 22 min

The most important number in private credit right now is not a default rate. It’s not a dividend yield or the size of the market. It’s **16.8%**. That is how much of Apollo Debt Solutions’ outstanding shares investors as...

Britain’s Prime Minister Fell… America Should Be Watching

June 23, 2026 6:00am 20 min

Britain just lost another prime minister. Keir Starmer, the man who came to power in 2024 with one of the biggest election victories in modern British history, resigned today after less than two years in office. But this...

Swiss Bond Market Just Gave A Dire Warning to the World

June 22, 2026 6:00am 23 min

Swiss bond yields are almost back at zero. The key two-year instrument yields just a couple of basis points and is very likely going to be negative again relatively soon. As we know, Swiss interest rates have very little...

A Rare Eurodollar Warning Signal Just EXPLODED

June 21, 2026 6:00am 21 min

Something very strange is happening in global markets and in particular one key eurodollar signal that hardly anyone pays much attention to. Everywhere you look, investors are acting like the party is back on. U.S. stock...

ALERT: Oil And Interest Rates Are PLUNGING, Here's What You Must Know

June 19, 2026 6:00am 20 min

Oil prices are down big. And if you only looked at the headline, the explanation seems obvious: Iran peace deal, supply normalization, geopolitical risk premium coming out. Except that is not what the market is really sa...

MASSIVE Private Credit Update, Here's What You Must know

June 18, 2026 10:07am 22 min

Private credit is changing again. And this time, the story is not just that investors are still trying to pull money out. That is still happening, of course, with BlackRock the latest name too see a huge run. But now the...

China Confirms The Rumors...Is This The Start Of A Financial Crisis?

June 17, 2026 6:00am 22 min

China just hit another record, though not the kind officials want to talk about. Not record growth. Not record confidence. Not record consumer spending. A record decline in household borrowing. Chinese households are not...

Everything You Need to Know About the Dollar in 21 Minutes

June 16, 2026 6:00am 21 min

Most people think they understand the dollar. When the dollar goes up, they think that means America is strong. Good economy. Good policy. Maybe the Federal Reserve is doing a good job and investors are “choosing America...

Now That Iran Is Done, The Real Oil Crisis Begins

June 15, 2026 6:00am 23 min

India is now being forced to ration diesel fuel for the first time maybe ever. At the same time, global stocks of crude oil are at their lowest since 2003. Even inventories here in the US have been drained to levels we h...

Europe Just Made Its Biggest Mistake Since 2008

June 14, 2026 12:25pm 22 min

The European Central Bank just raised rates on Thursday into an economy that is already shrinking. That sentence should sound familiar, because Europe has done this before. Not once. Twice. The two questions we now want ...

ALERT: Gold Is Getting Liquidated, Here’s What You Must Know

June 12, 2026 6:00am 40 min

Gold and silver have been crushed this week and we need to not only explain why, just as important what this drop is telling us about more than precious metals. -----------------------------------------------------------...

OMG! Global Central Banks Just Hit the Panic Button (All at Once)

June 11, 2026 6:00am 23 min

The Asian currency crisis is escalating and it’s forcing governments all over the region to get desperate. From India to Indonesia, South Korea and Japan, their situations are becoming a genuine threat to stability. When...

What Is the Credit Cycle, And Where Are We Now?

June 10, 2026 6:00am 22 min

What Is a Credit Cycle — and Where Are We in It? These are questions that keep coming up with everything that’s happening in…the credit market. Not just private credit and shadow banks, but thinking more broadly. Those a...

Global Bonds Are PLUNGING, Here's What that Means for the World

June 09, 2026 6:00am 21 min

Bond yields rose sharply on Friday, but why? What you’ll hear is that inflation and a strong economy will force the Fed to hike. But that’s only half true – the possibility of the rate hike. All the rest of it, not so mu...

Dollar Tree Reveals Americans Have Hit Their Breaking Point

June 08, 2026 6:00am 21 min

We’re used to seeing this kind of thing out of the payroll reports, but I don’t think anyone really expected this. Red flags are up all over the May data, coming from all sides. Not the least of which is the context behi...

You Won't Believe What Europe Just Did To China

June 07, 2026 6:00am 21 min

Europe is preparing its public for something it has tried to avoid for years: a trade fight with China. While all eyes are on Iran and oil, the energy shock is only adding more urgency to a brewing economic battle betwee...

BREAKING: $79 Billion Fund Just Froze Investor Withdrawals

June 05, 2026 6:00am 19 min

Blackstone’s flagship private credit fund just did something it had never done before. Investors tried to pull out about 10% of the fund’s shares. Blackstone finally and for the first time ever said, NO. The $79 billion ...

OMG: Swiss Fund Triggers Mega Contagion

June 04, 2026 6:00am 20 min

The private credit bust is no longer staying inside private credit. Investors are now pulling money out of a major Swiss private **equity** fund. As the guy once said, this is a big f-ing deal. For months, the story was ...

WTF Just Happened Inside European Banks?

June 03, 2026 6:00am 20 min

European banks are doing something that looks irrational. The European Central Bank is increasingly likely to raise its short-term policy rates again. Oil prices are still elevated. Energy costs are feeding into headline...

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