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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.

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Substack
PricingFreemiumPublishesWeekly
Issues50Foundeda year agoLast Issue7 days ago
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Latest Issues

The Velocity Between Trichet and TIPS

Substack Post Week June 22-26

The current macro-financial environment is characterized by a growing disconnect between official policy interpretation and the signals emerging from markets. What appears superficially as a familiar inflation...

7 days ago
1
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More Owls, Less Iran

Substack Post Week June 15-19

With the Iran agreement now largely priced as a de-escalation event rather than an active geopolitical risk, financial markets have begun to reorient toward a more difficult question: not whether the energy sh...

15 days ago
1
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Inflation without "Inflation"

Substack Post Week June 08-12

What stands out across recent market moves is not the return of inflation, but the persistence of a misinterpretation around it. Across rate markets, inflation expectations, commodity pricing, and consumer dat...

22 days ago
4
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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...

a month 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...

a month ago
1
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