Eurodollar University

#stocks #interestrates #dollar #money #stockcrash The full video with Mike Green is available to Eurodollar University members and DDA subscribers. To see what memberships and research subscriptions offer, go here: https://www.eurodollar.university/memberssubscriptionsEurodollar University's guess conversations featuring Mike GreenTwitter: https://twitter.com/profplum99Twitter: https://twitter.com/JeffSnider_AIPhttps://www.eurodollar.universityRealClearMarkets Essays: https://bit.ly/38tL5a7

China's banking system is facing challenges with a frozen repo market and increasing short-term debt borrowing. The central bank's response and the unusual rise in repo rates are causing concerns. The rollercoaster ride of China's reopening efforts and the impact on deflation are also discussed. Financial indications in the banking system and the possibility of a political purge in China's leadership are analyzed.

The podcast discusses the uncertainty surrounding interest rates and term premiums. It analyzes how economists estimate term premiums and explores the challenges in defining and measuring them. The recent shift in term premiums, with the 10-year term premium turning positive, is discussed, along with its implications for the bond market and alignment with central bank policies.

The podcast discusses the current state of the oil market, the announcement of a recession in Japan, challenges in economic forecasting, revolving credit trends, Germany's export reliant economy, and the potential for a global recession.

The podcast discusses the decrease in oil prices, impact on global economy, and signs of a recession. It explores the correlation between falling oil prices and lower gasoline prices in the US. The weak gasoline supply and decline in demand for petroleum reflect questionable demand in the global economy. The analysis of global bond rates and yield movement highlights the potential move into a recession. The inversion between the three month and six month on the yield curve reflects hedging demand and indicates the state of the economy.

Exploring the conflict between hedge funds, regulators, and academics over the basis trade in the treasury market. Understanding the basis trade and its significance in the global monetary system. The impact of the basis trade on financial markets in March 2020. Uncovering the causes of the March 2020 treasury market blow up. Understanding FEMA, the basis trade, and liquidity risk.

In this podcast, the hosts debunk misconceptions about the relationship between interest rates, stock prices, and the economy. They discuss the potential impact of rising profits and revenues on stock prices and caution against investing too late if a soft landing scenario doesn't occur. The speakers also analyze inflation, the labor market, and the Federal Reserve's stance on cutting interest rates. They question the belief that rate cuts can save the economy and emphasize the importance of analyzing assumptions rather than relying on central banks for rescues.

Analyzing weak employment numbers confirming the start of a recession, discussing businesses during the transition and decreasing interest rates, exploring the decline in yields in Europe and its implications, analyzing labor market trends and manipulated payroll reports, discussing recent labor market data and confirmation of recession.

This podcast explores the potential un-inversion of the yield curve and the Federal Reserve's influence on interest rate policies. It debunks misconceptions surrounding interest rates and yield curves, analyzes swap spreads as signals beyond the Federal Reserve's views, discusses recent changes in the yield curve, and explores various scenarios and signals related to the bond market and the economy.

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #income #europe #fed #federalreserve #ecb Hedge fund manager Stan Druckenmiller has gotten cold feet on the economy and the financial system, taking a huge leveraged position right at the spot on the curve we've been highlighting for months. The primary reason why is being made perfectly clear as globally synchronized data spotlight a global economy falling apart. Perhaps rapidly. Eurodollar University's Money & Macro AnalysisBloomberg: Druckenmiller Says He Has ‘Massive’ Bullish Bets on 2-Year Noteshttps://www.bloomberg.com/news/articles/2023-10-31/druckenmiller-says-he-has-massive-bullish-bets-on-2-year-notesISM Manufacturing PMI October 2023https://www.ismworld.org/supply-management-news-and-reports/reports/ism-report-on-business/pmi/october/Twitter: https://twitter.com/JeffSnider_AIPhttps://www.eurodollar.universityRealClearMarkets Essays: https://bit.ly/38tL5a7