Eurodollar University

Blue Owl is still getting hit with enormous redemption requests—even as the private-credit giant continues to insist that the underlying loans remain resilient. When investors repeatedly ask for their money back denials just doesn’t work. Just look at the stock prices of some of these publicly traded credit funds, no one believes the industry’s spin any longer. 

Because Blue Owl isn’t the only warning coming from debt markets.

Eurodollar University's conversation w/Steve Van Metre

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What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

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Want to understand what this data (and so much more) means for your portfolio? Learn how the Eurodollar system really works in the next 30 days so you can better prepare for the risks and opportunities ahead. Book a call using this link. 

https://eurodollar-university.com/edu-apply-page-page

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https://www.youtube.com/watch?v=qQ62GvG3wQE
https://www.freightwaves.com/news/16-trucking-companies-hit-bankruptcy-court-in-less-than-a-month

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

Jobs report for September completely reverses August's. The ugly headline is only the start given the vastly more important implications which connect jobs to incomes and then everything else from the Fed, bond yields and the inflation debate, which the data shows isn't one. But why do officials hold out anyway? The numbers answer that question, too. 

Eurodollar University's Money & Macro Analysis

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Want to understand what this data (and so much more) means for your portfolio? Learn how the Eurodollar system really works in the next 30 days so you can better prepare for the risks and opportunities ahead. Book a call using this link. 

https://eurodollar-university.com/edu-apply-page-page

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https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

Credit spreads have exploded in recent weeks, and not just the triple hooks. It has spread to other parts of the public market. And now that September has finished up, we might finally get more fundamental trading in USTs. Part (much?) of the recent selloff has been, well, three September effects. I'll explain what those are/were and what that might mean. It did for Oct 1.

Eurodollar University's Money & Macro Analysis

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Want to understand what this data (and so much more) means for your portfolio? Learn how the Eurodollar system really works in the next 30 days so you can better prepare for the risks and opportunities ahead. Book a call using this link. 

https://eurodollar-university.com/edu-apply-page-page

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

You would think this would be McDonald’s moment. 

When household budgets are under pressure, when consumers are trading down, and when price suddenly means everything, McDonald’s should be thriving. It's not. This isn’t happening in isolation. Consumer confidence plunged – and I mean plunged - in September to its lowest level since 2014—and that’s according to the Conference Board, typically the most optimistic of the major confidence surveys. And those are just the beginning...

Eurodollar University's Money & Macro Analysis

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What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

Want to understand what this data (and so much more) means for your portfolio? Learn how the Eurodollar system really works in the next 30 days so you can better prepare for the risks and opportunities ahead. Book a call using this link. 

https://eurodollar-university.com/edu-apply-page-page

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https://www.kgns.tv/video/2026/09/23/mcdonalds-announces-more-than-85-billion-modernization/
https://www.facebook.com/cnbc/videos/mcdonalds-announced-that-it-is-revising-its-us-value-strategy-after-recording-it/1459850142622583/
https://www.bloomberg.com/news/videos/2026-09-30/us-consumer-spending-jumps-by-most-in-a-year-video
https://www.bloomberg.com/news/videos/2026-09-29/us-consumer-confidence-drops-as-gas-prices-rise-video
https://www.youtube.com/watch?v=svw7BhJCuVg
https://www.kvoa.com/video/burger-bowls-and-ai-mcdonalds-plans-massive-8-5-billion-comeback/video_8faa9417-69f2-5917-8235-372e5a17074b.html
https://www.youtube.com/watch?v=q2jKWlA-UjM

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

A leaked S-1 that filled in a lot of missing pieces. Maybe, for Anthropic and the AI bubble, too much. The upshot is...this time is never different. Plus, we really have to hope this sucker pops soon. Letting this thing go much longer risks much more than stocks. 

Eurodollar University's Money & Macro Analysis

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Want to understand what this data (and so much more) means for your portfolio? Learn how the Eurodollar system really works in the next 30 days so you can better prepare for the risks and opportunities ahead. Book a call using this link. 

https://eurodollar-university.com/edu-apply-page-page

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https://www.reuters.com/business/finance/anthropics-ipo-prospectus-shows-sweeping-ai-vision-surging-costs-2026-09-28/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

Just months after PepsiCo slashed prices by as much as 15% to win back cash-strapped shoppers, the company is preparing to **raise** them again. The cuts were supposed to revive demand after prices for some bags of chips climbed above seven dollars. But they didn’t work. In July, the company admitted consumers were under even more strain than expected.

Now Pepsi is trapped. And Pepsi isn’t alone...

Eurodollar University's conversation w/Steve Van Metre

----------------------------------------------------------------------------------

Want to understand what this data (and so much more) means for your portfolio? Learn how the Eurodollar system really works in the next 30 days so you can better prepare for the risks and opportunities ahead. Book a call using this link. 

https://eurodollar-university.com/edu-apply-page-page

----------------------------------------------------------------------------------

https://www.youtube.com/watch?v=46b6uFNBRN8
https://www.youtube.com/watch?v=b5oxq2Bw7ew
https://www.bloomberg.com/news/articles/2026-09-24/pepsico-to-raise-some-prices-after-cuts-failed-to-grow-sales
https://www.cnbc.com/video/2026/09/16/retail-sales-up-1-point-2-percent-in-august-more-than-expected.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

The Treasury market is doing something it has only done on 5.4% of the time over the last 36-plus years. In broad terms, the yield curve is unusually steep at the front and unusually flat at the back. Put those two together and it makes this rare combination, which means it is telling us something very important but also very specific. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

Want to understand what this data (and so much more) means for your portfolio? Learn how the Eurodollar system really works in the next 30 days so you can better prepare for the risks and opportunities ahead. Book a call using this link. 

https://eurodollar-university.com/edu-apply-page-page

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

India just attracted an extraordinary amount of foreign money into its banking system. And yet the rupee is moving back toward its record low. Then there’s Japan. The Bank of Japan just raised its policy rate to the highest since 1995. And yet the yen is approaching 160 per dollar again.

So India attracted dollars and the rupee still fell. Japan raised rates and the yen still fell.

Meanwhile, China has done almost the opposite. And so has CNY.

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

Want to understand what this data (and so much more) means for your portfolio? Learn how the Eurodollar system really works in the next 30 days so you can better prepare for the risks and opportunities ahead. Book a call using this link. 

https://eurodollar-university.com/edu-apply-page-page

----------------------------------------------------------------------------------

https://www.youtube.com/watch?v=Q899756PM1o
https://www.youtube.com/watch?v=aSjdSK3KpaE
https://www.cnbc.com/video/2026/07/31/were-seeing-weakness-on-the-consumer-side-of-the-chinese-economy-says-china-beige-book-coo.html
https://www.youtube.com/watch?v=vSNx5TA-jDE
https://www.youtube.com/watch?v=JKOJilXejQU
https://www.reuters.com/world/india/indian-central-bank-likely-defending-rupee-conducting-swaps-drain-excess-cash-2026-09-23/
https://www.youtube.com/watch?v=qPZDPPLWapQ
https://www.youtube.com/watch?v=yjoqWcPc9u4
https://www.youtube.com/watch?v=eTMVrsSRBiM

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

If you follow the financial headlines, you probably think investors are preparing to dump Treasuries and head for the inflationary hawkish hills. The Federal Reserve just raised rates, and officials definitely want to do it again.

And yes, one part of the Treasury market is pricing exactly that. 

But the market as a whole is doing something very different.

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

Want to understand what this data (and so much more) means for your portfolio? Learn how the Eurodollar system really works in the next 30 days so you can better prepare for the risks and opportunities ahead. Book a call using this link. 

https://eurodollar-university.com/edu-apply-page-page

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

Demand destruction is simply becoming impossible to ignore—and it’s appearing across the global economy at exactly the wrong moment. Just look at Mexico. And what airlines are doing. Or S&P 500's consumer discretionary stocks. Housing...

Eurodollar University's conversation w/Steve Van Metre

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

Want to understand what this data (and so much more) means for your portfolio? Learn how the Eurodollar system really works in the next 30 days so you can better prepare for the risks and opportunities ahead. Book a call using this link. 

https://eurodollar-university.com/edu-apply-page-page

----------------------------------------------------------------------------------

https://www.youtube.com/shorts/5ZPE8NJLCUQ
https://www.youtube.com/watch?v=sKCVUz0ipww
https://abcnews.com/video/136576200/
https://www.youtube.com/watch?v=ecIEx-Z0k8s
https://www.youtube.com/watch?v=6A3mivHq_Zg
https://www.reuters.com/business/retail-consumer/us-rail-fuel-surcharges-grain-hit-record-highs-squeezing-farmers-harvest-season-2026-09-14/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu