Eurodollar University

Dollar Tree says after seeing a major influx of especially middle-income Americans in its stores, it won't be able to raise prices. The latest jobs data leaves absolutely no doubt why that is. According to the turnover stats, the US labor market LOST jobs in June and July.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---------------------------------------------------------------------------------------------------------------------WSJ Dollar Tree Shares Fall as Tariffs Dampen Near-Term Outlookhttps://www.wsj.com/business/retail/dollar-tree-boosts-outlook-as-sales-jump-c48b7461WSJ Dollar General Draws Shoppers Across Income Levels, Raises Outlookhttps://www.wsj.com/business/retail/dollar-general-boosts-outlook-after-earnings-rise-95e4bff8https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

After trading conspicuously sideways for the past four months, gold has finally broken out of its range. However, at the same time the US dollar exchange value is threatening to do the same - by moving HIGHER. It's a bad combination: rising gold, higher dollar, and falling interest rates. If any doubts remain about what's really happening, the copper-to-gold ratio leaves everyone no doubt.Eurodollar University's Money & Macro Analysis---------------------------------------------------------------------------Eurodollar University's One Big Weekly Themehttps://eurodollaruniversity.substack.com/---------------------------------------------------------------------------Bloomberg Why Investors Can’t Seem to Get Enough of Goldhttps://www.bloomberg.com/news/articles/2025-09-02/gold-price-record-why-bullion-is-safe-haven-amid-tariffs-inflationhttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Chinese stocks are heading into orbit, taking off like a rocket ever since the US and China reached an agreement to not inflict the worst of trade wars. Curiously, though, the Chinese economy has further deteriorated which means the equity surge is looking more and more like something we've seen before from Shanghai.Eurodollar University's Money & Macro Analysis---------------------------------------------------------------------------Eurodollar University's One Big Weekly Themehttps://eurodollaruniversity.substack.com/---------------------------------------------------------------------------Bloomberg China Stocks Are Sending Warning Signs on Liquidity-Driven Rallyhttps://www.bloomberg.com/news/articles/2025-08-25/china-stocks-are-sending-warning-signs-on-liquidity-driven-rallySCMP 4 reasons fears of China stock market bubble are misplacedhttps://www.scmp.com/opinion/china-opinion/article/3323431/four-reasons-fears-china-stock-market-bubble-are-misplacedhttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Federal Reserve officials are reassessing their strategies as job market trends highlight economic uncertainty. The discussion revolves around the potential for a significant interest rate cut due to fears of rising unemployment and shifting consumer sentiment. Troubling signs emerge from the manufacturing sector, where inventory levels are rising despite waning demand. This disconnect raises concerns about an upcoming economic downturn, revealing a stark gap between optimistic forecasts and actual economic performance.

The podcast dives into the alarming collapse of Canada's economy, with significant declines in GDP and rising unemployment since May 2023. It highlights stagnant disposable income and overproduction issues among firms. The discussion also touches on global implications, suggesting synchronized challenges across labor markets. Experts analyze the ineffective measures by the Bank of Canada in combatting inflation and consider the potential of gold as a reliable asset amidst this turmoil. Tune in for insights on economic strategies and future outlooks!

Two-year Treasury yields hit a new low, reshaping the yield curve and suggesting future interest rate trends. The discussion critiques common economic misconceptions, particularly regarding the Fed's approach to inflation. Innovative investment strategies for gold, allowing it to earn interest, are introduced. The dynamics between the bond market and the Fed highlight market independence, raising questions about the safety and demand for treasuries in the current climate.

France faces the imminent collapse of its government due to budget crises and a risky confidence vote. Political instability looms as economic stagnation grips the nation, leaving citizens dissatisfied. The discussion explores the broader implications of France's struggles, including the overlooked contraction of its economy and rising unemployment. Parallels are drawn with Germany's issues, highlighting a troubling trend of ineffective government spending. Amid this turmoil, a platform aiming to revitalize gold as currency is introduced.

Consumer confidence has plummeted, driven by fears of job security and a struggling housing market. As housing prices continue to drop, the ripple effects on consumer behavior are becoming apparent. The analysis of current economic trends reveals troubling indicators like a bull steepening of the treasury curve and a declining copper to gold ratio. This signals a potential economic downturn that could affect global markets significantly. The discussion sheds light on the complex relationships shaping today’s economy.

Home sales are plummeting while prices are in freefall, leading to rising inventories and record cancellations. Builders are reacting with price cuts, but buyer motivation remains low amidst economic uncertainty. The podcast examines the disconnect between a vibrant stock market and a sluggish housing sector. It suggests that a macro-led housing bust could be on the horizon as existing home prices stagnate. Additionally, gold's role as a safe haven during these tumultuous times is discussed, spotlighting broader implications for the economy.

China is experiencing a severe economic downturn, with sharp drops in bank lending and retail sales reminiscent of past crises. The government's efforts to stimulate the economy have backfired, exacerbating issues in the banking and real estate sectors. Despite these alarming trends, Chinese stocks are unexpectedly soaring, highlighting a bizarre disconnect between market sentiment and economic reality. The podcast dives deep into these contradictions, questioning the effectiveness of Keynesian economics in addressing China's unique challenges.