One day prior to the Federal Reserve raising its policy rate by a *bananas* big 75-basis point the Eurodollar Futures market moved its yield curve inversion into the next four quarters. As fast as the Fed is hiking, the market is betting it will 'imminently-ish' be cutting.

Eurodollar Futures Contemptuously Reject Fed Hike [Eurodollar University, Ep. 251]

Jeff Snider will guide you through the realm of monetary science. Multiple episodes uploaded each week, discussing big news and key current events, the state of markets and what they are telling you, as well as historical summaries and deep background material so that you can understand what’s really going on in this eurodollar’s world.

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Uncle Sam tried his best to buy a recovery. The sheer amount of money redistributed by the federal govt the past four years is incomprehensible. Here's the thing: the transfers didn't stop in 2021. A huge chunk of them kept going right on to today. And still it wasn't enough to stabilize an economy that is showing signs of even more weakening.  Eurodollar University's Money & Macro Analysis https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

Oh Sh*t, The Government Just Spent $11 TRILLION

Oil prices aren't inflationary, they're disinflationary. We are getting more proof right now as incoming data shows demand being destroyed. This is creating difficulties for the US economy on top of severe strain around the rest of the world. Several key markets are picking up the distress, too.  Eurodollar University's Money & Macro Analysis S&P; Global Flash US Composite PMI https://www.pmi.spglobal.com/Public/Home/PressRelease/2a6d069e95b3402f85a5e44e3ff49917 Federal Reserve Financial Stability Report April 2024
https://www.federalreserve.gov/publications/files/financial-stability-report-20240419.pdf Bloomberg China Is Front and Center of Gold’s Record-Breaking Rally
https://www.bloomberg.com/news/articles/2024-04-21/china-is-front-and-center-of-gold-s-record-breaking-rally https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

Oil Prices Are CRUSHING The Economy (What You Need To Know)

The Fed's latest semi-annual report on financial risks contains a couple of important updates. First, we get a sense of where the systemic attempt to deal with the downside to the commercial real estate bubble stands. That also feeds into the most recent updates on US banks and the deteriorating credit environment. Plus, we also take a look at why the Fed's report singled-out the stock market and what that means.  Eurodollar University's Money & Macro Analysis Federal Reserve Financial Stability Report April 2024
https://www.federalreserve.gov/publications/files/financial-stability-report-20240419.pdf https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

BREAKING: Fed’s Financial Stability Report Just Dropped (What You Need To Know)

There is a tendency to conflate the behavior of consumer prices with the condition of the economy. With the current mania over recent CPIs in full bloom, fears extend into the real economy. Is it really "too hot?" Recent data from the Federal Reserve itself actually helps separate the facts from the misperceptions.  Eurodollar University's conversations w/Steve Van Metre Beige Book April 2024
https://www.federalreserve.gov/monetarypolicy/files/BeigeBook_20240417.pdf https://www.eurodollar.university

They Can't Hide It Anymore

The world is starting to get the idea that rate hikes are not all they're cracked up to be. Yet, we're forced to focus endlessly on the Federal Reserve's interest rate policies. Why? The answer is really simple. More importantly, what's really going on in the economy? That answer is also pretty simple, too. Eurodollar University's Money & Macro Analysis Jay Powell Jackson Hole August 2023 Inflation: Progress and the Path Ahead
https://www.federalreserve.gov/newsevents/speech/powell20230825a.htm FOMC Transcript July 2014
https://www.federalreserve.gov/monetarypolicy/files/FOMC20140730meeting.pdf Ben Bernanke Jan 2009 The Crisis and the Policy Response
https://www.federalreserve.gov/newsevents/speech/bernanke20090113a.htm https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

Eurodollar Futures Contemptuously Reject Fed Hike [Eurodollar University, Ep. 251]

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