Eurodollar University

177.1 Eurodollar Warning Confirmed(?) by USA GER JPN & CHN———Ep 177.1 Summary———The Eurodollar futures curve inverted on December 1st - what's happened since? Also, does the American, German and Japanese sovereign bond market corroborate the Eurodollar futures warning? Lastly, does China's lowering of its bank Required Reserve Ratio buttress the E$ warning too? ———Ep 177.1 Topics——— 00:00 INTRO: Updating the [...]

175.3 Trick Question: How Much QE Will Move the Bond Market———Ep 175.3 Summary———Since 2008 the pace of purchases, sales - and everything in between - has not affected the price of bond yields. Indeed, bond yields seem to go the opposite way of they're 'supposed' to act. But what about the stock of purchases? Is there a total, that once [...]

175.2 RED ALERT: Eurodollar Futures Curve Inverts Pt. 2———Ep 175.2 Summary———When the US Treasury yield curve inverts it's a recession warning for the United States. What about when the Eurodollar futures curve inverts? That's a warning too; a monetary Red Alert for the entire world economy. On December 1st the Eurodollar curve inverted. Welcome to Hades. ———Ep 175.2 Topics——— 00:00 [...]

175.1 RED ALERT: Eurodollar Futures Curve Inverts Pt. 1  ———Ep 175.1 Summary———You've heard that when the US Treasury yield curve inverts it is a recession warning for the United States. What about when the Eurodollar futures curve inverts? That is a warning too. A monetary red alert for the entire world economy. On December 1st the Eurodollar curve inverted. ———Ep [...]

168.3 Economic Growth Scare: Are Markets Rightly Scared?———Ep 168.3 Summary———The nominal value of Chinese imports of iron ore, German exports and Japanese exports all look pretty, pretty good. But the unit volume is pretty, pretty awful. There are fewer units being utilized! This is an economic warning that is presently hidden behind hire prices (value = unit * price). ———Ep [...]

168.2 Federal Reserve HAS NOT rigged the bond market ———Ep 168.2 Summary———The Federal Reserve, and other central banks, buy tremendous amounts of government securities and this should impact bond prices. Should, but doesn't. That's because there's an even more powerful force than the Fed, the bond market itself. We review the 2007-19 evidence. ———Ep 168.2 Topics——— 00:00 INTRO: Has the Federal [...]

168.1 Market says Powell's Second Term Already a Failure———Ep 168.1 Summary———Jay Powell has been nominated by President Biden to serve another term as the Federal Reserve chair. Though his nomination has not even been heard by the US Congress, another group of people has already passed judgement on the second term: the bond market (and they say it'll be a [...]

164.3 Economists Can't Define Money nor Observe Velocity———Ep 164.3 Summary———M1 and M2 once informed central bank decisions. But the monetary aggregates were so narrowly defined that they were, in effect, mere keyholes that offered policymakers an unsatisfactory, and often-enough misleading, peek into the great monetary hall. ———Ep 164.3 Topics——— 00:00 INTRO: How to define money? What is money velocity? The [...]

164.2 Beijing's Sixth Plenum Confirms World Economy Stinks ———Ep 164.2 Summary———Beijing reconfirmed what was made clear in 2017, during the 19th National Party Congress: the economic boom was over and it is time to prepare for it. If anyone in the West would care to listen, the Central Committee is referring not only to China but the entire global economy. ———Ep [...]

164.1 TIC-ked Off About Not Enough Money to Recover Global Economy———Ep 164.1 Summary———America's September 2021 Treasury International Capital data corroborates dis/deflationary indications observed across various sources, the vast majority of which imply there's not enough money, and/or it's inadequately distributed, for the global economy to achieve permanent recovery. ———Ep 164.1 Topics——— 00:00 TIC: Consistent, Coherent, Corroborated, Inflation Never Had A [...]