Podcasts about central banks

Greetings, comrades, and welcome back to the bunker. Today, we're broadcasting live from The Eagles—just 22 kilometers from the Russian border—and stepping straight into the geopolitical Twilight Zone.Usually, we analyze the collapse of the Russian Empire using logic, economics, and military strategy. But the Russian elite has officially abandoned reality. The cognitive dissonance of losing a war to Ukraine has broken their imperial brains, and the Z-Swamp has devolved into an incoherent, Roswell-level conspiracy cult. Evita joins me to wade through the absolute darkest, most radioactive ideological rot the Russian internet has to offer.In this episode of The X-Files of the Z-Swamp:

Deutsche Bank. Wells Fargo. Both global systemically important banks are sitting here watching their stocks get pounded in the same way as BlackRock or Blackstone. Thankfully, not as bad as Blue Owl. Yet. And it is for the same reason. We know the private credit industry and shadow banks are in really bad shape. Markets are already looking outside of them to who might be next to have pay for really bad decisions. Eurodollar University's conversation w/Steve Van Metre----------------------------------------------------------------------------------Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. Sign up below:https://eurodollar-university.com/home-page-web----------------------------------------------------------------------------------https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

US President Trump said he ordered a strike that wiped out every military target on Kharg Island, which is where Iran exports nearly all of its oil from, but left the oil infrastructure intact. US President Trump warned that NATO faces a very bad future if US allies fail to assist in opening up the Strait of Hormuz.Trump also said he was expecting China to help unblock the Strait of Hormuz before he travels to Beijing, while he stated that he may delay the trip but didn't say for how long, according to FT.US President Trump's administration plans as soon as this week to announce a coalition to escort ships through the Strait of Hormuz, although they are still discussing if such operations would begin before or after hostilities have ended, WSJ reported.APAC stocks mostly declined amid cautiousness at the start of a busy week of central bank activity and following the continued conflict; European equity futures indicate a positive cash market open with Euro Stoxx 50 futures up 0.5%.Looking ahead, highlights include Canadian CPI (Feb), US Industrial/Manufacturing Output (Feb), Comments from NVIDIA (NVDA) CEO Huang.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

A simply brutal reminder from Canada about the real state of the global economy. The Canadians backed up the US payroll number for February, except in Canada it was the largest loss of jobs since 2022. As one big bank economist put it, this is a “simply brutal” result. While everyone has been talking, really hoping for reflation maybe recovery, the opposite keeps showing up instead. Especially where it comes to employment. 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----------------------------------------------------------------------------------Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. Sign up below:https://eurodollar-university.com/home-page-web----------------------------------------------------------------------------------'Simply brutal': Canada lost 84K jobs in February; unemployment rises to 6.7%https://ca.finance.yahoo.com/news/simply-brutal-canada-lost-84k-jobs-in-february-unemployment-rises-to-67-123843924.htmlUS Economy Lost Some Momentum, Inflation Held Firm Ahead of Warhttps://www.bloomberg.com/news/articles/2026-03-13/us-consumer-spending-barely-rose-in-january-inflation-stronghttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Now it's Morgan Stanley's turn. Yesterday it was Cliffwater. Before that BlackRock and Blackstone. Of course Blue Owl. Morgan Stanley's $8 billion North Haven Private Income Fund becomes the latest shadow banking giant to both get hit with massive investor withdrawals and to deny most of them. Cliffwater also decided it was going to do the same. No wonder you keep hearing more and more people make 2008 comparisons – and there's one more you definitely need keep in mind. 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----------------------------------------------------------------------------------Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. Sign up below:https://eurodollar-university.com/home-page-web----------------------------------------------------------------------------------https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Silicon Bites Ep300 | 2026-03-11 | Oilpocalypse? Iran's Hormuz shock meets Russia's budget hole. How Iran's war just threw Putin a lifeline. A few weeks ago, the mood in Moscow was not triumphalist. It was anxious. Because before the Iran war detonated global oil markets, Russia's own Central Bank had already started telegraphing a much uglier reality: weaker oil, weaker exports, more budget strain, and a narrowing room for manoeuvre on rates and inflation. In February, the Bank of Russia cut its key rate to 15.5%, while official and semi-official reporting around that decision pointed to a much weaker outlook for Urals crude, with the bank's baseline effectively built around $45 oil in 2026. Public reporting at the time said Urals had fallen as low as $41 a barrel, well below the assumptions used in the Russian budget.Oilpocalypse? Or Oil Resurrection? A few weeks ago, Russia had a problem. Its war economy is powered by not so much by cash flow from making and selling products, but from hydrocarbons flow. And oil-and-gas revenues still matter enormously to the federal budget. Reuters reported last week that oil and gas revenues account for roughly a quarter to a third of Russian budget income, and that falling oil prices were already being flagged as a key fiscal risk even before the Middle East crisis went fully incandescent. Reuters also noted that Moscow's budget assumptions were under pressure from both lower oil prices and a stronger rouble, which means fewer roubles earned per export dollar.----------SUPPORT THE CHANNEL:https://www.buymeacoffee.com/siliconcurtainhttps://www.patreon.com/siliconcurtainhttps://www.gofundme.com/f/scaling-up-campaign-to-fight-authoritarian-disinformation----------SOURCES:Reuters, “US weighs easing Russian oil sanctions to cool global price surge, sources say” — March 9, 2026. Reuters, “Trump says US is waiving certain oil-related sanctions to ensure supply” — March 9, 2026. Reuters, “Trump weighs easing Russia sanctions, other measures to cool oil prices” — March 9, 2026.Reuters, “US energy chief defends waiver on Russian oil sanctions, blames fear for higher gas prices” — March 8, 2026.Reuters, “EU urges US to strictly enforce G7 price cap on Russian oil” — March 10, 2026. Reuters, “Russia is the only winner of Middle East war, EU's Costa says” — March 10, 2026. Reuters, “Putin says energy crisis has arrived but Russia is ready to work with Europe” — March 9, 2026. Reuters, “Russian oil prices soar though tanker costs eat into gains” — March 10, 2026. Reuters, “Russia gets export boost from Iran war as price of oil to India surges” — March 6, 2026. Reuters, “Iran-fuelled oil price rally not enough to balance Russia's budget” — March 3, 2026. Reuters, “Oil jumps to 2022 high on Iran war, falls after close as Russia sanctions in doubt” — March 8, 2026. Reuters, “Aramco sees ‘catastrophic consequences' for oil markets if Hormuz strait remains blocked” — March 10, 2026. ----------SILICON CURTAIN LIVE EVENTS - FUNDRAISER CAMPAIGN Events in 2025 - Advocacy for a Ukrainian victory with Silicon Curtainhttps://buymeacoffee.com/siliconcurtain/extrasOur events of the first half of the year in Lviv, Kyiv and Odesa were a huge success. Now we need to maintain this momentum, and change the tide towards a Ukrainian victory. The Silicon Curtain Roadshow is an ambitious campaign to run a minimum of 12 events in 2025, and potentially many more. Any support you can provide for the fundraising campaign would be gratefully appreciated. https://buymeacoffee.com/siliconcurtain/extrasWe need to scale up our support for Ukraine, and these events are designed to have a major impact. Your support in making it happen is greatly appreciated. All events will be recorded professionally and published for free on the Silicon Curtain channel. Where possible, we will also live-stream events.https://buymeacoffee.com/siliconcurtain/extras----------

Bloomberg Daybreak Weekend with Host Nathan Hager take a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to next week’s monetary policy decision from the Federal Reserve and a focus on 3 stocks for the week ahead. In the UK – a look ahead to the Bank of England and European Central Bank decisions. In Asia – a look ahead to Japanese Prime Minister Sanae Takaichi’s meeting with President Donald Trump in Washington. See omnystudio.com/listener for privacy information.

9. SEG 9: Michael Bernstam explains how the American shale revolution mitigates global energy shocks. He warns central banks against fueling inflation and emphasizes that while global supply chains are vulnerable, US production provides a critical buffer. (9)1905 BUTTE MONTANA

Central banks across Asia and globally are being forced into sharp policy rethinks as Middle East conflict drives higher oil prices and reignites inflation fears. The G7 is discussing emergency oil reserve releases while policymakers scramble to balance growth concerns with renewed price pressures.Today's Stocks & Topics: Rogers Communications Inc. (RCI), Watsco, Inc. (WSO), Core & Main, Inc. (CNM), Embraer S.A. (EMBJ), Silver and Precious Metals, Central Bank Pivot: How Geopolitical Chaos is Rewriting Monetary Policy, Petróleo Brasileiro S.A. - Petrobras (PBR), Autodesk, Inc. (ADSK), Northrop Grumman Corporation (NOC), Stagflation.Our Sponsors:* Check out Anthropic: https://claude.ai/invest* Check out Pebl: https://hipebl.ai* Check out Progressive: https://progressive.com* Check out Quince: https://quince.com/INVESTAdvertising Inquiries: https://redcircle.com/brands

It is beginning to look more and more like a slow-motion shadow bank run. Yet another massive fund hit with largescale withdrawals. Not only that, the liquidity pressure also led to more asset sales. But those aren't even the worst of the day's news: that comes from JP Morgan and it has to do with COLLATERAL.-------------------------------------Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. Sign up below:https://eurodollar-university.com/home-page-web-------------------------------------Cliffwater's $33 Billion Private Credit Fund to See 7%-Plus Redemptionshttps://www.bloomberg.com/news/articles/2026-03-10/cliffwater-s-private-credit-fund-said-to-see-7-plus-redemptionsPimco Sees Crisis of ‘Bad Underwriting' in Private Credithttps://www.bloomberg.com/news/articles/2026-03-11/pimco-blames-sloppy-underwriting-for-private-credit-reckoningCliffwater in market with $1B private credit secondary salehttps://pitchbook.com/news/articles/cliffwater-in-market-with-1b-private-credit-secondary-saleJPMorgan Restricts Private Credit Lending After Markdownshttps://www.bloomberg.com/news/articles/2026-03-11/jpmorgan-marks-down-private-credit-portfolios-ft-reportsSomething on Wall Street 'Smells Like' 2008, Says Former Goldman Sachs Chief. Here's What It Is.https://www.investopedia.com/private-credit-stress-smells-like-2008-says-former-goldman-sachs-chief-blankfein-11920345

This week, we preview central bank policy responses amid the elevated uncertainity in the Middle East. In the US, we see the economy as relatively insulated from Middle East turmoil and discuss likely FOMC communication next week. In Europe, we discuss the risk of earlier ECB rate hikes and delayed Bank of England rate cuts Across Asia, we expect a less dovish tone from Bank Indonesia, more hawkish projections from the CBC in Taiwan, and discuss the risk of a rate hike in Australia. Chapters: US: 1:45; Europe: 8:20; Japan: 14:35; Asia: 18:45

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We've been covering the macro housing bust for some time, and while it's still there another major problem has come up and for the same reasons. Mortgage delinquencies and even foreclosures have come into the conversation, especially in places like Texas. Rates continue to tick lower but no one is buying houses, home price growth has completely stalled, and now more borrowers are falling behind on their loans. 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----------------------------------------------------------------------------------NAR Existing-Home Sales Report Shows 1.7% Increase in Februaryhttps://www.nar.realtor/newsroom/nar-existing-home-sales-report-shows-1-7-increase-in-februaryCities With the Highest Mortgage Delinquency Rateshttps://wallethub.com/edu/cities-mortgage-delinquency-rates/141263VantageScore CreditGauge™ January 2026: Mortgage Delinquencies Rise as Early-Stage Credit Stress Broadens Across Borrowershttps://vantagescore.com/resources/knowledge-center/press_releases/vantagescore-creditgauge-january-2026-mortgage-delinquencies-rise-as-early-stage-credit-stress-broadens-across-borrowersMortgage Delinquencies Increase in the Fourth Quarter of 2025https://www.mba.org/news-and-research/newsroom/news/2026/02/12/mortgage-delinquencies-increase-in-the-fourth-quarter-of-2025HOUSEHOLD DEBT AND CREDIT REPORThttps://www.newyorkfed.org/microeconomics/hhdc.htmlhttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Chaos at the Asian open last night with uncontrolled panic buying sending oil prices up to as high as $120 per barrel. Thankfully, they backed down and actually ended the day down by 8%. Still, that wild ride isn't good, indicating the world is really struggling with the oil challenge. We're already seeing significant fallout across the world, from dollars to stocks. Eurodollar University's Money & Macro Analysis-------------------------------------Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. Sign up below:https://eurodollar-university.com/home-page-web-------------------------------------Oil Near $120 Sparks ‘Stampede to Sell' in Stocks and Bondshttps://www.bloomberg.com/news/newsletters/2026-03-09/oil-near-120-sparks-stampede-to-sell-in-stocks-and-bondsBroad agreement in G7 not to release oil reserves just yet, says G7 officialhttps://www.reuters.com/business/energy/broad-agreement-g7-not-release-oil-reserves-just-yet-says-g7-official-2026-03-09/Oil Market Chaos to Deepen as More Gulf Giants Cut Outputhttps://www.bloomberg.com/news/articles/2026-03-08/oil-market-chaos-set-to-deepen-as-more-gulf-giants-cut-output$100 Oil Shock Set to Strain Asia's Cash-Strapped Governmentshttps://www.bloomberg.com/news/articles/2026-03-09/-100-oil-shock-set-to-strain-asia-s-cash-strapped-governmentsJapan's Nikkei Enters Correction as Oil Spikes, Iran Fears Weighhttps://www.bloomberg.com/news/articles/2026-03-08/japan-equities-set-to-resume-fall-on-escalating-middle-east-woesPrice Caps, Rationing and Stockpiling: Alarm Swells Over Oil Disruptionshttps://www.nytimes.com/2026/03/09/business/iran-oil-gas-asia.htmlYardeni Raises Odds of US Market Meltdown to 35% on Iran Warhttps://www.bloomberg.com/news/articles/2026-03-09/yardeni-raises-odds-of-markets-meltdown-to-35-on-iran-war-riskshttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

In this episode, Matty A. sits down with 40-year veteran Dana Samuelson to break down the massive parabolic run in gold. Dana shares insights from his mentorship under Jim Blanchard—the man responsible for re-legalizing gold in the U.S.—and explains why central banks are hoarding gold at record rates.We dive deep into the impact of global debt, the rise of stablecoins, and the "digital gold" debate between Bitcoin and physical metals. Whether you are a seasoned investor or just starting to diversify, this masterclass provides a clear roadmap for navigating the precious metals market in today's volatile economy.Dana Samuelson's ResourcesWebsite: amergold.comLinkedIn: Dana SamuelsonInstagram: @amgoldexFacebook: American Gold ExchangeYouTube: American Gold Exchange AustinX (Twitter): @AmGoldExEpisode Sponsored By:Discover Financial Millionaire Mindcast Shop: Buy the Rich Life Planner and Get the Wealth-Building Bundle for FREE! Visit: https://shop.millionairemindcast.com/CRE MASTERMIND: Visit myfirst50k.com and submit your application to join!FREE CRE Crash Course: Text “FREE” to 844-447-1555FREE Financial X-Ray: Text  "XRAY" to 844-447-1555

Not one but two negative payrolls. That's what we got from the latest update on the employment situation, a double dose of flat Beverage amidst a historic week in the oil market and another major escalation in the private credit bust. And all these things go together. The looming oil shock is coming at the worst possible time with employment already in this bad shape. And private credit, well, as I've been telling since last summer, negative payrolls would change everything. 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----------------------------------------------------------------------------------https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

In this week's episode of the Coin Stories News Block powered exclusively by Ledn, we cover these major headlines related to Bitcoin, macroeconomics, and global finance: Iran War oil crisis? Gas and jet fuel prices soar Kraken wins historic Fed master account Trump demands Congress to pass CLARITY Act, blames banks $46M in U.S. Government Bitcoin stolen and recovered thanks to pseudonymous investigator NEW: A foreign central bank is buying Bitcoin ------------------------------------ The News Block is powered exclusively by Ledn – the global leader in Bitcoin-backed loans, issuing over $9 billion in loans since 2018, and they were the first to offer proof of reserves. With Ledn, you get custody loans, no credit checks, no monthly payments, and more. My followers get .25% off their first loan. Learn more at www.ledn.io/natalie  ---- Order my new intro to Bitcoin book "Bitcoin is For Everyone": https://amzn.to/3WzFzfU  ---- Read every story in the News Block with visuals and charts! Join our mailing list and subscribe to our free Bitcoin newsletter: https://thenewsblock.substack.com  —- References mentioned in the episode: Reuters: Kuwait Cuts Oil Production as Precaution Amid Iran Tensions Bloomberg: Why the Iran War Is Prompting Force Majeure Declarations Commercial and Supply Chain Implications of the Gulf Conflict Trump Proposes Increased Defense Budget to $1.5 Trillion CRFB: $1.5 Trillion Military Budget Would Add $5.8 Trillion to Debt President Trump's Truth Social Post on GENIUS Act, CLARITY Act Bitcoin Magazine: Kazakhstan's Central Bank to Invest in Bitcoin Reuters: Kazakhstan Central Bank to Invest Up to $350M in Crypto Assets   White House: President Trump's Cyber Strategy for America  White House: Unveils President Trump's Cyber Strategy for America   Jason Lowery's Tweet on BTC as Emerging Security Priority in the U.S.  FBI Director Kash Patel's Announcement of John Daghita Arrest  ZachXBT Responds to Arrest Stemming from His Investigation ZachXBT: Investigation Thread on $46M Government Bitcoin Theft Bitcoin Magazine: U.S. Crypto Contractor Arrested for Theft of Seized Assets CoinDesk: Son of U.S. Government Contractor Accused of Stealing Millions Pierre Rochard: Commentary on SBR Audit and Contractor Accountability Pierre Rochard's Commentary on BTC Stolen from Strategic Bitcoin Reserve WSJ: Kraken Becomes First Crypto Firm to Be Granted Fed Master Account  CoinDesk: Kraken's Surprise Fed Win May Usher in More Crypto Firms Kraken Blog: Federal Reserve Master Account Announcement  Bank Policy Institute: Statement on Kraken Master Account  The Block: Bank Groups Concerned About Kraken Master Account  ---- Upcoming Events: Bitcoin 2026 will be here before you know it. Get 10% off Early Bird passes using the code HODL: https://tickets.b.tc/event/bitcoin-2026?promoCodeTask=apply&promoCodeInput=  ---- This podcast is for educational purposes and should not be construed as official investment advice. ---- VALUE FOR VALUE — SUPPORT NATALIE'S SHOWS Strike ID https://strike.me/coinstoriesnat/ Cash App $CoinStories #money #Bitcoin #investing

Thierry Wizman thinks traders still see the U.S. market as the safest place to invest, because the U.S. is a big energy producer that doesn't rely as heavily on Middle Eastern oil. However, global inflation is expected to rise, and Asian markets are being hit hard because of their reliance on that energy. “I think we're going to have to live with this” until we get clarity around the war, he says. He adds that supply shocks “tend to be nightmares for central banks.”======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

In this episode, Michael shares why he refuses to get dragged into bidding wars and how that approach has shaped his property investing journey from accidental landlord in 2020 to closing on property number seven. What started with refinancing a three-bed semi-D instead of selling it became the beginning of a much bigger strategy: buying carefully, focusing on yield, staying unemotional, and walking away when the numbers stop making sense. Michael breaks down why the Irish property buying process is stacked against buyers, why he now makes one strong offer only, and why “coming second” can often be the smartest move in the market. He also explains the key metric he uses to assess every deal - rental yield - and why purchase price alone tells you very little about whether a property is actually good value. Along the way, he shares: why ex-rentals often no longer work for investors how RPZ rules distort buying decisions why owner-occupied properties can now make more sense for landlords how rising rents and rising prices in Limerick have broadly kept yields steady the frustration of painfully slow finance approvals why leverage and refinancing are central to his current strategy what recent rental law changes mean for larger landlords and why respecting a deal once you go sale agreed really matters This is a property episode about discipline, patience, and resisting the pressure to “win” at all costs. Show Notes: Get notified when The Irish Property Podcast launches - https://www.propertypodcast.ie Get the monthly newsletter with updates on Michael's FIRE journey: https://www.firepodcast.ie/newsletter This episode has been sponsored by KennCo Insurance. KennCo Underwriting Ltd T/A KennCo Insurance is regulated by The Central Bank of Ireland.

Chaos in the energy patch sent both prices and spreads exploding. It was the latter - the blowout in spreads - that is now the most concerning for what it says about this growing oil shock. At almost historic levels, just a nickel short of setting a new record, this kind of intensity and upset is alarming. Here's why and what you need to know.Eurodollar University's Money & Macro AnalysisJoin us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. Sign up below:https://eurodollar-university.com/home-page-web

BlackRock's flagship private credit fund is getting hit with so many withdrawals the company has no choice but to start blocking these requests. It's another major escalation pointing to even more anxiety and maybe some panic in the credit market. The fact this shows up on a day when payrolls went negative yet again and oil has gone nuclear should not be dismissed, either. Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. Sign up below:https://eurodollar-university.com/home-page-webBlackRock Private Debt Fund Slumps After Slashing Dividendhttps://www.bloomberg.com/news/articles/2026-03-05/blackrock-slashes-another-private-loan-value-from-100-to-zeroBlackRock Slashed Private Loan Value From 100 to Zerohttps://www.bloomberg.com/news/articles/2026-02-27/blackrock-private-debt-fund-slumps-after-slashing-dividendBlackRock limits redemptions at private credit fund as outflows swellhttps://www.ft.com/content/2336fccb-745d-4f3b-8ade-d84f0027e70f

Crypto News: First US state-level stablecoin bill passes in Florida. Kazakhstan central bank eyes spring start for $350M crypto-linked portfolio. Pakistan's parliament passes the Virtual Assets Act of 2026.Brought to you by

Patrick Honohan, economist and former Governor of the Central Bank, joins Richard to discuss the economic implications of the Middle East conflict.

Energy prices renewed their surge higher today. As it stands, WTI is now just shy of $80 per barrel, up 22% in a week. Wholesale gasoline is now above $2.60 per gallon, a 30% rise since last Thursday. These are the biggest short-term energy spikes we've seen since 2022. Because of that, we have to start seriously considering various potential paths for this burgeoning oil shock, up to and including a 1990 scenario where conflict in the Middle East sent energy prices skyrocketing and tipped a weak economy here and around the world into full-blown recession. Eurodollar University's Money & Macro Analysis

Interview recorded - 5th of March, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming back Michael Howell. Michael is the Founder & Managing Director of CrossBorder Capital, now renamed GL Indexes.During our conversation we spoke about the current state of the economy, where we are at the liquidity cycle, buybacks to capex, geopolitical issues, government led economies and more. I hope you enjoy!0:00 - Introduction0:48 - Current outlook2:15 - Liquidity cycle4:00 - Changes to liquidity5:50 - Buybacks to capex7:51 - Geopolitical issue10:01 - China21:04 - Global business cycle24:38 - Government led economies30:40 - Outlook for markets34:28 - Continuing QT?36:30 - Debasement41:10 - One message to takeawayMichael Howell is CEO of CrossBorder Capital, a London-based FCA registered, independent research and investment company that he founded in 1996. Previously he was Head of Research for Baring Securities and Research Director of Salomon Brothers Inc, the US investment bank. The liquidity methodology he pioneered monitors cross-border flows and Central Bank behaviour across some 80 countries world-wide. Liquidity flows are a central part of CrossBorder Capital's asset allocation advice, which is currently provided to major global investors, including institutional asset managers, government agencies, Central Banks and endowment funds. Michael has been in financial markets since 1981 and is a regular conference speaker and media commentator. He graduated from Bristol and London Universities with a finance doctorate, specialising in Fixed Income.Michael Howell -Website - https://app.slice-app.io/p/traders/CmklGohFrVNpFLeFOlrF23G53Eh2Twitter - https://twitter.com/crossbordercapLinkedIn - https://www.linkedin.com/in/michael-howell-357b1416/?originalSubdomain=ukSubstack - https://substack.com/@capitalwarsWTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas

From South Korea's memory leaders to Taiwan's artificial intelligence supply chain, we explore what's really behind recent market moves in the Asia Pacific region. EFG portfolio manager Chris Chan discusses how the AI hardware cycle, shifting geopolitical risks as well as China's two‑speed economy are shaping equity markets.Our host, Moz Afzal:https://bit.ly/31XbkTROur guest:Chris Chanhttps://bit.ly/4srozqgEFGAM:https://www.newcapital.com/Important disclaimersThe value of investments and the income derived from them can fall as well as rise, and past performance is no indicator of future performance. Investment products may be subject to investment risks involving, but not limited to, possible loss of all or part of the principal invested. This document does not constitute and shall not be construed as a prospectus, advertisement, public offering or placement of, nor a recommendation to buy, sell, hold or solicit, any investment, security, other financial instrument or other product or service. It is not intended to be a final representation of the terms and conditions of any investment, security, other financial instrument or other product or service. This document is for general information only and is not intended as investment advice or any other specific recommendation as to any particular course of action or inaction. The information in this document does not take into account the specific investment objectives, financial situation or particular needs of the recipient. You should seek your own professional advice suitable to your particular circumstances prior to making any investment or if you are in doubt as to the information in this document.Although information in this document has been obtained from sources believed to be reliable, no member of the EFG group represents or warrants its accuracy, and such information may be incomplete or condensed. Any opinions in this document are subject to change without notice. This document may contain personal opinions which do not necessarily reflect the position of any member of the EFG group. 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Conflict in the Middle East, a surge in oil and gas prices, and a surprise drop in US payrolls – it's been a turbulent week for the global economy.In the latest episode of The Weekly Briefing, Capital Economics Group Chief Economist Neil Shearing joins David Wilder to discuss what the spreading Middle East conflict and sharp spike in energy prices mean for global growth and inflation, and why the latest US jobs report may not signal a major slowdown.Later, Senior Climate and Commodities Economist Kieran Tompkins explains the scale of disruption in global oil and gas markets, whether alternative supply can offset the shock and what the longer-term implications could be for energy markets.Read all our key insight into the Middle East conflict here:https://www.capitaleconomics.com/key-issues/iran-conflictGet in touch for a trial to our platform:podcast@capitaleconomics.com

The Swiss National Bank just issued a very rare warning hinting at currency intervention in the franc.  While there is a mini-panic mainly in the mainstream media over oil being inflationary, look instead at what is going on in Switzerland and how it got to be this way. The last few years of consumer prices and interest rates. They are instructive about what we should expect everywhere else – including what happens when the world gets hit with a major oil spike. 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----------------------------------------------------------------------------------SNB Touts Intervention Threat as Iran Crisis Rattles Marketshttps://www.bloomberg.com/news/articles/2026-03-02/snb-says-increasingly-prepared-to-intervene-in-fx-marketshttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Joseph Sternberg reports that Kevin Warsh aims to reduce the Federal Reserve's $2.9 trillion in bank reserves, sparking a debate over the central bank's size relative to the economy. 5.1890 PERSIA

The oil spike has reached the global pain threshold unleashing liquidations and a scramble for liquidity. At the same time, another big development in private credit that is already spilling over into other parts of the marketplace. The dollar is jumping, never a good sign and no shortage of reasons why it is.Eurodollar University Money & Macro AnalysisJoin us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. Sign up below:https://eurodollar-university.com/home-page-web

The conflict erupting with Iran has already impacted financial markets, though the initial impact has been pretty muted. Most of the effect has fallen on the energy sector and related, no surprise. Oil has surged above $70 per barrel, US benchmark, while wholesale gasoline has soared 17% just since Thursday. Interest rates are up though not in the way you might think. Instead, USTs are signaling something else - something big. 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----------------------------------------------------------------------------------Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. Sign up below:https://eurodollar-university.com/home-page-web----------------------------------------------------------------------------------https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

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/cy4DikN or code euro50.Former Twitter CEO Jack Dorsey's latest firm, Block, announced it is laying off as much as 40% of its current workforce. The company also said it would rely on AI moving forward to take up any additional work, sparking renewed fears the technology is about unleash a torrent of unemployment. Joblessness is definitely a major concern, but there is far more to it and the real story of Dorsey and Block. Eurodollar University's conversation w/Steve Van Metrehttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Are you enjoying this? Are you not? Tell us what to do more of, and what you'd like to hear less of. The Reykjavík Grapevine's Iceland Roundup brings you the top news with a healthy dash of local views. In this episode, Grapevine publisher Jón Trausti Sigurðarson is joined by Heimildin journalist Aðalsteinn Kjartansson, and Grapevine friend and contributor Sindri Eldon to roundup the stories making headlines in recent weeks. On the docket this week are: The Reykjavík Grapevine Was In The NewsThe Reykjavík Grapevine was in the Icelandic news this past week because of layoffs at its editorial office. The layoffs, which are both sad and difficult for such a small, tight-knit workplace, were undertaken to ensure the future publication of the magazine. Give us a hand at support.grapevine.isDavíð Oddsson, Former Prime Minister Of Iceland, Dies At 78Davíð Oddsson, former Prime Minister of Iceland, Mayor of Reykjavík, Governor of the Central Bank of Iceland, and Editor-in-Chief of Iceland's daily newspaper Morgunblaðið since 2009, passed away yesterday, Sunday, March 1. He was 78.Reynisfjara beach Is Not Closed And Has Not DisappearedReynisfjara beach was in the news recently for having “disappeared” and for being “closed”. Neither of which is true. The Reykjavík Grapevine went on location yesterday (video report forthcoming) to investigate.Half Of Tourist Say That Portrayal Of Icelandic Landscapes In Movies And TV Shows, Affect Their Decision To Visit IcelandA recent report reveled that half of all tourists that visit Iceland cite portrayal of Iceland's landscapes in popular culture as affecting their decision to visit.46% Of Icelanders Worried That The US Might Take Over GreenlandA recent poll reveled that 46% of Icelanders are worried that the USA will take over Greenland, while 36% said they didn't worry much about it, and 18% neither worried much nor little.Iceland's Main Hospital Stops Using Icelandic ButterThe main hospital in Reykjavik announced last week that it had exchanged the locally supplied dairy based butter Smjörvi in its cafeterias for the Italian Bertoli alternative. This caused some outrage.Keflavik Bound Flights Rerouted To Other Icelandic Airports Due To WeatherBad weather around Keflavik Airport last week led to flights to Iceland being rerouted to Akureyri and Egilsstaðir Airport.Support the show------------------------------------------------------------------------------------------SHOW SUPPORTSupport the Grapevine's reporting by becoming a member of our High Five Club: https://grapevine.is/high-five-club/Or donate to the Grapevine here:https://support.grapevine.isYou can also support the Grapevine by shopping in our online store:https://shop.grapevine.is------------------------------------------------------------------------------------------ This is a Reykjavík Grapevine podcast.The Reykjavík Grapevine is a free alternative magazine in English published 18 times per year, biweekly during the spring and summer, and monthly during the autumn and winter. The magazine covers everything Iceland-related, with a special focus culture, music, food and travel. The Reykjavík Grapevine's goal is to serve as a trustworthy and reliable source of information for those living in Iceland, visiting Iceland or interested in Iceland. Thanks to our dedicated readership and excellent distribution network, the Reykjavík Grapevine is Iceland's most read English-language publication. You may not agree with what we write or publish, but at least it's not sponsored content.www.grapevine.is

The credit market's terrible, horrible, no good, very bad week finishes off with yet another bankruptcy and more losses for the big Wall Street names. Worse, it's the same thing yet again: fraud and fake collateral. Plus, more bad news among BDCs has shares down. Dealer banks, however, continue to prepare for not only what we're seeing now, but looking ahead beyond it. Eurodollar University's Money and Macro AnalysisJoin us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. Sign up below:https://eurodollar-university.com/home-page-webNew Credit Blowup in London Has Wall Street Chasing Billionshttps://www.bloomberg.com/news/articles/2026-02-26/a-new-credit-blowup-in-london-has-wall-street-chasing-billionsMFS Creditors Warn of £930 Million Shortfall From Double Pledgeshttps://www.bloomberg.com/news/articles/2026-02-27/mfs-creditors-warn-of-930-million-shortfall-from-double-pledgesFS KKR Private Credit Fund Plunges to 2020 Low as Bad Loans Bitehttps://www.bloomberg.com/news/articles/2026-02-26/fs-kkr-private-credit-fund-cuts-dividend-amid-rise-in-bad-loans

Just today over in Europe, two of the continent's biggest insurance companies put out statements that show this thing has already gotten very serious. At the same time of course, European banks just bought another epic amount of govt bond safety, the second most in any month on record, after telling the ECB they're highly risk averse and who can blame them with everything that keeps coming out. 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----------------------------------------------------------------------------------Insurers See Themselves Shielded From Private Credit Worrieshttps://www.bloomberg.com/news/articles/2026-02-26/axa-s-buberl-sees-concern-over-private-credit-says-exposure-lowDeutsche Bank Leads EU Lenders' Exposure to Shadow Bankshttps://www.bloomberg.com/news/articles/2025-12-11/deutsche-bank-most-exposed-in-europe-to-shadow-banks-ubs-sayshttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Welcome back to Impact Theory with Tom Bilyeu. In this episode, Tom Bilyeu sits down with renowned finance educator Jaspreet Singh for a timely and hard-hitting conversation about the global economy, the future of the US dollar, and how power is swiftly shifting in the world of finance. As central banks stockpile gold and questions swirl about the stability of the dollar, Jaspreet Singh breaks down what this means for investors at every level—and why the measures and announcements coming out of Washington could redefine financial security for millions. Together, they explore the profound impact of Federal Reserve leadership under a new administration, President Trump's aggressive economic moves, and how gold, crypto, and alternative investments have become critical hedges in uncertain times. You'll hear about the real drivers behind tariffs, the intense economic rivalry between the US and China, and why traditional portfolios and retirement strategies may not hold up in this new financial landscape. This is a can't-miss conversation for anyone who wants to understand not just where the money is moving, but how you can position yourself to thrive in an era of volatility and rapid change. Buckle up for an episode packed with actionable insights on investing, government policies, and the future of wealth creation. What's up, everybody? It's Tom Bilyeu here: If you want my help... STARTING a business: join me here at ZERO TO FOUNDER:  https://tombilyeu.com/zero-to-founder?utm_campaign=Podcast%20Offer&utm_source=podca[%E2%80%A6]d%20end%20of%20show&utm_content=podcast%20ad%20end%20of%20show SCALING a business: see if you qualify here.:  https://tombilyeu.com/call Get my battle-tested strategies and insights delivered weekly to your inbox: sign up here.: https://tombilyeu.com/ ********************************************************************** If you're serious about leveling up your life, I urge you to check out my new podcast, Tom Bilyeu's Mindset Playbook —a goldmine of my most impactful episodes on mindset, business, and health. Trust me, your future self will thank you. ********************************************************************** FOLLOW TOM: Instagram: https://www.instagram.com/tombilyeu/ Tik Tok: https://www.tiktok.com/@tombilyeu?lang=en Twitter: https://twitter.com/tombilyeu YouTube: https://www.youtube.com/@TomBilyeu Huel: High-Protein Starter Kit 20% off for new customers at https://huel.com/impact code impactKetone IQ: Visit https://ketone.com/IMPACT for 30% OFF your subscription orderQuince: Free shipping and 365-day returns at https://quince.com/impactpodShopify: Sign up for your one-dollar-per-month trial period at https://shopify.com/impactPique: 20% off at https://piquelife.com/impact Cape: 33% off your first 6 months with code IMPACT at https://cape.co/impact Plaud: Get 10% off with code TOM10 at https://plaud.ai/tomDuck.Ai: Protect your privacy at https://duck.ai/impactRaycon: 15% off at https://buyraycon.com/impacttheorybc Summ: code TOMVIP20 for 20% off your first year at https://summ.com?via=tombilyeu&coupon=TOMVIP20 Register For Jaspreet's Live Investor Workshop: https://briefs.finance/3ss Market Briefs Newsletter: https://briefs.finance/xvr Briefs Finance Website: https://www.briefs.co Jaspreet's YouTube Channel: https://www.youtube.com/@MinorityMindset Learn more about your ad choices. Visit megaphone.fm/adchoices

Pascal Wagner sits down with Colin Plume, the founder and CEO of Noble Gold Investments, to explore the dynamic world of precious metals amidst today's volatile economic landscape. They delve into how recent geopolitical shifts, central bank strategies, and supply shortages are influencing the demand for gold and silver. Listeners will gain a deeper understanding of the risks and opportunities in buying precious metals at near all-time highs, along with practical advice on evaluating metals providers. The conversation also covers the potential revaluation of U.S. gold reserves and its implications for the market, as well as the importance of owning physical metals versus paper contracts. With a focus on portfolio diversification, Colin offers strategies for incorporating precious metals alongside real estate and business investments, providing a comprehensive guide for those looking to hedge against currency devaluation and financial instability. Collin Plume Current role: Partner, Guardian HR. CEO, My Digital Money, Noble Gold Investments Based in: Los Angeles, California Where to find them: https://www.linkedin.com/in/collin-plume/ Book your free demo today at bill.com/bestever and get a $100 Amazon gift card. Visit ⁠www.tribevestisc.com⁠ for more info. Try QUO for free PLUS get 20% off your first 6 months when you go to quo.com/BESTEVER  Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at⁠ ⁠⁠⁠www.bestevercommunity.com⁠⁠ Podcast production done by⁠ ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Another day, several more critical development in the credit markets. Loss projections are soaring. A second fund stepped forward acknowledging asset sales (at lower prices). Big (related) shift in rates markets that ties in the Fed, yield curve, and everything else. Here we go over all three; what happened, what it all means. Eurodollar University's Money & Macro Analysis------------------------------------------------------Eurodollar University's Free Guide (video) to interpreting market signals. Taken from the EDU membership, it will help you learn fundamentals necessary to deciphering and decoding market information in a useful manner, unlike everything you get from mainstream sources. https://web.eurodollar-university.com/home------------------------------------------------------Private Credit Fears Deepen With UBS Warning of 15% Defaultshttps://www.bloomberg.com/news/articles/2026-02-24/ubs-now-sees-private-credit-defaults-reaching-15-in-worst-caseBoaz Weinstein Warns ‘Wheels Coming Off' Private Credit Fundshttps://www.bloomberg.com/news/articles/2026-02-24/boaz-weinstein-warns-wheels-coming-off-private-credit-fundsPrivate Credit Fund Is Selling $477 Million of Assets at 94% Value as Industry Worries Continuehttps://www.bloomberg.com/news/articles/2026-02-24/new-mountain-bdc-is-selling-477-million-of-assets-at-94-value

Now it's Jamie Dimon's turn, JP Morgan's highly visible CEO is the latest to make the 2008 comparison. Following up last year's cockroach quip this time saying a lot of people in the financial industry have done dumb things. But here's the thing, markets all over the world are starting to price it. The worry showing up in safe havens is maybe this really is happening - right now. From Canadian bonds to Swiss francs, Japan, China and yes Treasuries.  Eurodollar University's Money & Macro Analysis------------------------------------------------------Eurodollar University's Free Guide (video) to interpreting market signals. Taken from the EDU membership, it will help you learn fundamentals necessary to deciphering and decoding market information in a useful manner, unlike everything you get from mainstream sources. https://web.eurodollar-university.com/home------------------------------------------------------Jamie Dimon says AI euphoria, record stocks and banks doing ‘dumb things' could lead to another financial crisishttps://www.cnn.com/2026/02/24/economy/jamie-dimon-warningThe Viral Citrini Substack Post That Has Sparked New AI Worries on Wall Streethttps://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-tariffs-02-23-2026/card/the-citrini-substack-selloff-70cWx0scioiLradyuTRaYen Slides After Report on Takaichi Caution Over Rate Hikeshttps://www.bloomberg.com/news/articles/2026-02-24/yen-extends-decline-after-report-on-takaichi-s-rate-hike-viewhttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

In the wake of Blue Owl's shocking announcement last week basically trapping retail investors in a private credit fund they don't want to be in, signs of fallout from it are trickling in. To begin with, private continues to sell off, Blue Owl especially. But it's not just private credit, we're seeing stress in other corners of the risky credit markets, too, which has a number of prominent analysts and observers wondering if maybe we are seeing too many signs that look too much like 2007.  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----------------------------------------------------------------------------------https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

This week, Bob walks through Javier Milei's 2026 address to the World Economic Forum, explaining the Austrian and neoclassical ideas behind Milei's defense of capitalism—from Rothbard and Kirzner to Pareto efficiency and the welfare theorems.Related:Bob's Breakdown of The Intra-Austrian Debate over Milei: Mises.org/HAP539aThe Mises Institute is giving away 100,000 copies of Hayek for the 21st Century. Get your free copy at Mises.org/HAPodFree

This week, Bob walks through Javier Milei's 2026 address to the World Economic Forum, explaining the Austrian and neoclassical ideas behind Milei's defense of capitalism—from Rothbard and Kirzner to Pareto efficiency and the welfare theorems.Related:Bob's Breakdown of The Intra-Austrian Debate over Milei: Mises.org/HAP539aThe Mises Institute is giving away 100,000 copies of Hayek for the 21st Century. Get your free copy at Mises.org/HAPodFree

Walmart has been one of the few to benefit from the difficult economy the past few years. It's gotten to the point where even high income earners have become regular Walmart shoppers. But here's the thing, this week when forecasting earnings for the year ahead, now even Walmart is a bit concerned over the possible further negative consequences of what it's CFO called a “hiring recession.”Eurodollar University's conversation w/Steve Van Metre--------------------------------------------------------------------------This is the kinds of material we've been covering - at length and in depth - at Eurodollar University in our Deep Dive Analysis and memberships. It's the background, the core concepts, the unique insight that allows us to not just stay on top of everything, but actually understanding what's going on and why to then anticipate roughly where the markets, the economy, the entire world is heading. EDU's Memberships and Subscriptions. Go from getting blindsided by the markets to reading the eurodollar signals weeks before they hit. Try it all risk-free for 14 days.https://web.eurodollar-university.com/eurodollar-vsl-page-a--------------------------------------------------------------------------Walmart Cites Worrying Economic Indicators in Cautious Forecasthttps://www.bloomberg.com/news/articles/2026-02-19/walmart-cites-worrying-economic-indicators-in-cautious-forecastFood Companies Sink as Executives Warn of Consumer Stresshttps://www.bloomberg.com/news/articles/2026-02-17/general-mills-warns-of-slumping-sales-on-weak-consumer-sentimenthttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

While Blue Owl's blowup exploded the private credit mess back into the mainstream with yesterday's first confirmation of Stage 2, there had been some building pressures in the monetary system leading up to it. Including a seemingly out of nowhere surge in borrowing from the Fed's repo facility on Tuesday, a whopping $30 billion spike. And that's not even the biggest part of this. 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----------------------------------------------------------------------------------https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Credit Crisis Stage 2 has been observed. Stage 1 is when money flows out of a bubble but is roughly still balanced meaning some uncomfortable fund managers but no big consequences like forced selling. Stage 2 is when that balance unbalances leading to bigger problems like forced selling. Today, we got confirmation of forced selling for the first time...and a LOT more. --------------------------------------------------------------------------This is the kinds of material we've been covering - at length and in depth - at Eurodollar University in our Deep Dive Analysis and memberships. It's the background, the core concepts, the unique insight that allows us to not just stay on top of everything, but actually understanding what's going on and why to then anticipate roughly where the markets, the economy, the entire world is heading. EDU's Memberships and Subscriptions. Go from getting blindsided by the markets to reading the eurodollar signals weeks before they hit. Try it all risk-free for 14 days.https://web.eurodollar-university.com/eurodollar-vsl-page-a--------------------------------------------------------------------------Blue Owl Halts Redemptions on Private Credit Retail Fundhttps://www.bloomberg.com/news/articles/2026-02-18/blue-owl-loan-sale-raises-1-4-billion-for-investor-payoutsBlue Owl permanently halts redemptions at private credit fund aimed at retail investorshttps://www.ft.com/content/b2f299f6-2a82-4a43-bcbf-86cac3937550Blue Owl BDC Allows 17% Redemptions as Investors Storm Exithttps://www.bloomberg.com/news/articles/2026-01-07/blue-owl-bdc-allows-for-17-redemptions-as-investors-storm-exit

Stock market volatility has been moving higher since Christmas Eve as this undercurrent of anxiety refuses to go away. Some of it is AI related, sure, but deep down there is this nagging feeling the economy isn't turning the corner like they all said it would. So where do you go to find clues whether or not that has been the case. A perfect place to start is global bellwether Switzerland – which just confirmed it is in recession. Eurodollar University's Money & Macro Analysis--------------------------------------------------------------------------EDU's Memberships and Subscriptions. Go from getting blindsided by the markets to reading the eurodollar signals weeks before they hit. Try it all risk-free for 14 days.https://web.eurodollar-university.com/eurodollar-vsl-page-a--------------------------------------------------------------------------https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

After another month of even more deeply troubling banking data from China, S&P is wondering if the Chinese may be facing their Japanification moment as a key central bank rate just moved to a record low. Now, I don't think they're facing it; China is clearly there and the latest data confirms as much. The time scale is different, but when you're talking about the biggest banks in the world – and the top four are all Chinese – you have to pay attention. 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----------------------------------------------------------------------------------https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU