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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
Issues44Foundeda year agoLast Issue11 days ago
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Latest Issues

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...

11 days 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...

18 days ago
3
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More economic (than oil) shock

Substack Post Week Apil-May 27-01

The current energy shock is widely treated as an external disruption hitting an otherwise stable global economy. That framing is increasingly difficult to sustain. The evidence across growth, labor markets...

25 days ago
12
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Choice is an Illusion

Substack Post Week April 20-24

Recent discussions between UAE officials and the US Treasury over a potential dollar swap line have been widely interpreted through the usual geopolitical lens, as another supposed signal of fragmentation in...

a month ago
5
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Running Out of Runway

Substack Post Week April 13-17

The prevailing macroeconomic framework continues to treat interest rates as effective policy levers capable of steering inflation (and growth). However, recent developments across major economies increasingly...

a month ago
7
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