Eurodollar University

Latest Episodes:

Global Bonds Are PLUNGING, Here's What that Means for the World Jun 09, 2026

Show notes

Bond yields rose sharply on Friday, but why? What you’ll hear is that inflation and a strong economy will force the Fed to hike. But that’s only half true – the possibility of the rate hike. All the rest of it, not so much. Both markets and American consumers agree wholeheartedly on all of it. In fact, on Friday, inflation expectations in Treasuries dropped to their lowest levels since early March. Yeah, lowest since the start of the conflict and they were never high to begin with.

Eurodollar University's Money & Macro Analysis

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Learn more about Augusta Precious Metals and what they have to offer - including physical gold for IRA accounts - by going to:

https://EurodollarGold.com or text EURO to 35052.

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

Dollar Tree Reveals Americans Have Hit Their Breaking Point Jun 08, 2026

Show notes

We’re used to seeing this kind of thing out of the payroll reports, but I don’t think anyone really expected this. Red flags are up all over the May data, coming from all sides. Not the least of which is the context behind all the big problems in the numbers. When dollar stores complain that consumers are no longer able to buy food from dollar stores, you know everything is really out of whack.

Eurodollar University's conversation w/Steve Van Metre

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US Small Business Hiring Plans Drop to Lowest Since May 2020
https://www.bloomberg.com/news/articles/2026-06-04/us-small-business-hiring-plans-drop-to-lowest-since-may-2020

Five Below Slides After Profit Beat as Retailer Flags Consumer Hit Over Oil High Prices
https://www.bloomberg.com/news/articles/2026-06-03/five-below-slides-after-profit-beat-as-retailer-flags-caution-over-consumer

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 Won't Believe What Europe Just Did To China Jun 07, 2026

Show notes

Europe is preparing its public for something it has tried to avoid for years: a trade fight with China. While all eyes are on Iran and oil, the energy shock is only adding more urgency to a brewing economic battle between two of the world’s biggest markets. According to recent reports, the European Commission has already held closed-door discussions about the next steps against Beijing. The global trade wars are about to blow open.

Eurodollar University's Money & Macro Analysis

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https://www.youtube.com/TheEconomist

5 EU countries call for tougher trade weapons to tackle China
https://www.politico.eu/article/eu-china-economy-germany-tougher-trade-weapons/

Left With Few Choices, EU Braces for a Trade Fight With China
https://www.bloomberg.com/news/articles/2026-06-03/left-with-few-choices-eu-braces-for-a-trade-fight-with-china

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

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

BREAKING: $79 Billion Fund Just Froze Investor Withdrawals Jun 05, 2026

Show notes

Blackstone’s flagship private credit fund just did something it had never done before. Investors tried to pull out about 10% of the fund’s shares. Blackstone finally and for the first time ever said, NO. The $79 billion Blackstone Private Credit Fund, known as B-CRED, told shareholders it would only allow 5% of shares to be redeemed. And this is where the story gets uncomfortable.

Eurodollar University's Money & Macro Analysis

Check it out here: https://monetary-metals.com/snider
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Blackstone’s BCRED Caps Redemptions After Investors Seek 10%
https://www.bloomberg.com/news/articles/2026-06-04/blackstone-bcred-joins-private-credit-funds-limiting-redemptions

Ares’ Jacobson Slams ‘Disconnect’ Over Private Credit Headlines
https://www.bloomberg.com/news/articles/2026-06-04/ares-jacobson-slams-disconnect-over-private-credit-headlines

Private Credit’s Reckoning Is Written in the ‘Laws of Physics’
https://www.bloomberg.com/news/articles/2026-06-03/private-credit-s-reckoning-is-written-in-the-laws-of-physics

Ares Owed $547 Million After Collapse of Textor’s Eagle Football
https://www.bloomberg.com/news/articles/2026-06-03/ares-owed-547-million-after-collapse-of-textor-s-eagle-football

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

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

OMG: Swiss Fund Triggers Mega Contagion Jun 04, 2026

Show notes

The private credit bust is no longer staying inside private credit. Investors are now pulling money out of a major Swiss private **equity** fund. As the guy once said, this is a big f-ing deal. For months, the story was supposed to be contained. A few private credit funds had redemption pressure. A few non-traded BDCs had to limit withdrawals. Some flighty investors supposedly misunderstood the liquidity terms. The industry’s defense was simple: this is not a credit crisis. This is just a liquidity education problem.

Eurodollar University's Money & Macro Analysis

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Learn more about Augusta Precious Metals and what they have to offer - including physical gold for IRA accounts - by going to:

https://EurodollarGold.com or text EURO to 35052.

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Fresh Investor Retreat Reignites Debate on Private Credit Peak
https://www.bloomberg.com/news/newsletters/2026-06-03/fresh-investor-exits-test-private-credit-faithful

Partners Caps Evergreen Fund Redemptions as Requests Rise
https://www.bloomberg.com/news/articles/2026-06-03/partners-group-gates-evergreen-fund-as-redemption-requests-rise

Weakest BDCs’ Bonds Risk Downgrade to Junk Within Six Months
https://www.bloomberg.com/news/articles/2026-05-29/weakest-bdcs-bonds-risk-downgrade-to-junk-within-six-months

Cliffwater Private Credit Fund Stung by 17% Redemption Requests
https://www.bloomberg.com/news/articles/2026-06-02/cliffwater-private-credit-fund-stung-by-17-redemption-requests

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

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

WTF Just Happened Inside European Banks? Jun 03, 2026

Show notes

European banks are doing something that looks irrational. The European Central Bank is increasingly likely to raise its short-term policy rates again. Oil prices are still elevated. Energy costs are feeding into headline inflation. ECB officials keep coming on hawkish. And normally, if you believe short-term rates are going higher, the last thing you’re going to do is rush into government bonds. But European banks are doing exactly that. And in huge amounts.

Eurodollar University's Money & Macro Analysis

To learn more, go to https://eurodollarcrypto.com.

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

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

Oil Just Triggered the Final Stage Jun 02, 2026

Show notes

Thanks to Monarch for partnering with me! Start your free trial and get 50% off your first year of total money clarity using my link https://monarchmoney.yt.link/k4lMFDZ or code euro50 for 50% Off Monarch Core tier.

Oil is rebounding again and we have to ask whether it might be the final blow for an economy that was already on the edge to begin with. After all, in yesterday’s video, steve and I showed you the income data that looks just like a recession.

The energy shock is turning into something bigger. It is hitting consumers through gasoline and utility bills. It is hitting businesses through transportation, plastics, chemicals, shipping, and margins. It is hitting importers through their trade balances. And because oil is priced in dollars, we also have to consider the dollar part of this.

Eurodollar University's Money & Macro Analysis

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

You can find me here: https://bravais.social/profile/eduhttps://youtu.be/olx4TSSz71w

HOLY SH*T!! New Data Shows The Recession Actually Start 8 Months Ago!? Jun 01, 2026

Show notes

Did a recession strike the US economy starting in October? Not just the forgot how to grow kind we’ve been grappling with for the last several years, but the all-out, NBER-style, full-blown contraction. Take a look at the data and the charts in this video, let’s see what you think. And that data is coming from income series the NBER itself uses when it decides the recession question.

Eurodollar University's Conversation w/ Steve Van Metre

Check it out here: https://monetary-metals.com/snider
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CEOs Turn Pessimistic About US Economy as Supply Risks Mount
https://www.bloomberg.com/news/articles/2026-05-28/ceos-turn-pessimistic-about-us-economy-as-supply-risks-mount

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

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

Canada Sends HUGE WARNING & its SPREADING To The Rest of The World May 31, 2026

Show notes

Canada just “unexpectedly” fell into a technical recession. But the important part is not just that Canada contracted. The important part is that Canada’s contraction is lining up with the same weakness now spreading through France, the UK, Germany, Sweden, Mexico, and increasingly the rest of the global system. As one result, central bankers hawkishness is starting to seriously evaporate.

Eurodollar University's Money & Macro Analysis

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

Learn more about Augusta Precious Metals and what they have to offer - including physical gold for IRA accounts - by going to:

https://EurodollarGold.com or text EURO to 35052.

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

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

Starting today, 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

Institutions Want Out… But Private Credit Won’t Let Them Leave May 29, 2026

Show notes

Private credit has a new problem, and this one is different. For months, the story has been retail investors pulling money from private credit funds. But now we have something else. A Swiss pension fund redeeming shares from a Vista private credit vehicle helped force that fund to limit withdrawals. And that's before asking the question: is software credit the new subprime mortgage?

Eurodollar University's Money & Macro Analysis

Check it out here: https://monetary-metals.com/snider
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One Big Private Credit Investor Forced Vista’s Fund to Limit Redemptions
https://www.bloomberg.com/news/articles/2026-05-27/one-big-private-credit-investor-forced-vista-s-fund-to-limit-redemptions

New CLOs at Blackstone, Guggenheim Boast Key Perk: Less Software
https://www.bloomberg.com/news/articles/2026-05-27/new-clos-at-blackstone-guggenheim-boast-key-perk-less-software

Private Credit’s Exposure to Ailing Software Industry Is Bigger Than Advertised
https://www.wsj.com/finance/investing/private-credits-exposure-to-ailing-software-industry-is-bigger-than-advertised-d80da378

Cracks in Private Credit
https://www.goldmansachs.com/pdfs/insights/goldman-sachs-research/cracks-in-private-credit/TOM_private%20credit_Redacted.pdf

Myth-busting: Private credit liquidity
https://blog.landg.com/categories/investment-strategy/myth-busting-private-credit-liquidity/

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

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