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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
PricingOnly paid issuesPublishesWeekly
Issues56Foundeda year agoLast Issue9 days ago
Active

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Latest Issues

Mini-cycling

Substack Post Week August 03-07

For this week, the oil market provides a useful starting point because it shows the distinction between a temporary price shock and a structural change in demand. The possibility of an agreement involving Ir...

9 days ago
4
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Risk Returns to the Denominator

Substack Post Week July 27-31

Financial markets are sending the same message across different asset classes: the central issue is no longer simply the level of returns, but whether those returns adequately compensate for the risks required...

16 days ago
1
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AI Janus face

Substack Post Week July 20-24

The global economy is entering a period where the distinction between headline strength and reality is becoming important (and more uncertain than ever). Across financial markets, trade data, corporate investm...

23 days ago
1
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CPI-ing the global economy v2.0

Substack Post Week July 13-17

The recent combination of oil volatility, weakening inflation data, deteriorating Chinese credit conditions, but also unstable Federal Reserve expectations reveals a more coherent macroeconomic picture than th...

a month ago
1
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Where is my demand?

Substack Post Week July 06-10

Financial markets rarely communicate through a single indicator. Instead, they tend to express a common macroeconomic narrative across multiple asset classes long before it becomes visible in conventional econ...

a month ago
2
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