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Eurodollar University

Jeff Snider

Weekly Macro & Money Insights Your essential guide to what really drives markets, liquidity, and the global economy. Focused analysis of the most important monetary shifts, hidden flows, and macro trends shaping the financial system.

Platform
Substack
PricingFreemiumPublishesWeekly
Issues47Foundeda year agoLast Issue8 days ago
Active

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Latest Issues

Pricing what policymakers refuse to see

Substack Post Week June 01-05

Financial markets are sending a consistent message across asset classes, namely that the dominant risk is no longer inflation. It is deterioration in growth, weakening liquidity, maybe the gradual progression...

8 days ago
2
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The Market Is No Longer Debating Inflation

Substack Post May Week 25-29

For much of 2026, the dominant debate revolved around inflation. Oil prices surged following the Middle East conflict and central banks openly discussed the possibility of renewed tightening. The prevailing ass...

15 days ago
1
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SOFR, TIPS and Yields walked into a bar...

Substack Post Week May 18-22

Today the market resembles a system pricing two entirely different futures simultaneously. On the surface, Treasury yields are rising and oil remains elevated. As a result, central banks continue warning about...

22 days ago
4
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Frown

Substack Post Week May 11-15

The global rates complex is converging around a single message: the energy shock is not producing a durable inflation regime, but rather a tightening of economic conditions that markets expect central banks to...

a month ago
9
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The Silent Depression

Substack Post Week May 04-08

Financial markets continue to project “stability”. Volatility measures remain relatively contained and much of the mainstream discussion still revolves around the timing of the next rate adjustment or whether i...

a month ago
3
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