Eurodollar University

Commodity Markets Are Preparing for Something

Everyone knows why copper surged to record highs. Artificial intelligence. Data centers require enormous amounts of electricity. Electricity requires new generation, tr

Baby Food Prices Just Revealed a Dark Truth About the U.S. Economy

Baby food and formula prices surged 5.1% in October, the largest monthly increase ever recorded. That isn’t some optional purchase consumers can postpone until prices com

You Won’t Believe What the Bond Market Just Did

The bond market just gave back a chunk of its recent rally. Through last Thursday, Treasury yields had been falling and the curve had been bull-steepening. It was an hone

IKEA Just Sent a TERRIFYING Warning About Consumer Spending

Ikea just delivered another warning about the global consumer. Sales at the world’s largest furniture retailer fell again, as budget-conscious households continued pullin

What Happens When China’s “Safest” Companies Can’t Pay?

Head to https://gamma.yt.link/metf5KI to check out GAMMA 5 and start designing today! China’s real-estate crisis has crossed another line. Zhuhai Huafa Group, one of th

WTF Just Happened To Global Markets

Yes, the stock market got ugly, but the real story is the dramatic shift in bonds.  The Nasdaq just plunged more than **5%**, falling into correction territory. The S&P

The Midterms Just Exposed How Bad It Really Is…

Why didn’t the stock market crash? Yesterday’s election produced a radical change in the makeup of Congress. Democrats will take control of both the House and Senate in

WTF Is Happening to Gold, Silver and Gas?

Gold liquidated. Silver in the 40s. Iron. Steel. The Doctor. There is a consistent thread through all these developments. And it connects to the most important one of the

The US Consumer Is Just Broke (Here's the Proof)

Thank you to Mint Mobile for partnering with us on this video! If you like your money, Mint Mobile is for you. Shop plans starting at $15 per month by visiting https://mi

The AI Bubble Is Now A Debt Disaster

Amazon just spent more than $77 billion on AI and saw $42.4b in cash OUTFLOWS. Alphabet has now lost more than $500b in market value following its largest one-day stock d

European Banks Just Did What They Do Before Every Crisis...

HSBC just reported a 32% increase in pretax profit. And investors responded by dumping the stock as much as 7.5%. That sounds strange until you look at what was missing.

Elon Musk Warns Banks Have STOPPED Lending to AI Companies

Elon Musk just issued an extraordinary warning about the AI boom. Then Meta went to the stock market with a plan to raise roughly **$98 billion**, one of the largest equi

Airlines Just Sent a TERRIFYING Warning About the Economy

Has the energy shock finally gone far enough—and lasted long enough—to start breaking things across the markets and the economy? The airlines may be the first major warn

The Credit Cycle Just Flipped (The Stock Market Is Next)

Did the credit cycle just completely flip — so, are stocks next? For more than a year, the warning signs were concentrated in the weakest parts of the system. Private-cr

Something Very Bad Is Happening to Meta's Debt

Fears about what Meta just reported have spread into bonds, both selling and buying, producing a huge UST rally...and more. Facebook's parent unleashed chaos with more ca

Anthropic Has $750 Billion in Commitments… and Just $17 Billion in Revenue

Head to https://gamma.yt.link/iEOnZo5 to check out GAMMA 5 and start designing today! More AI information and realization this time is NOT different. Ken Griffin, head o

Home Sales Just Fell Below 2008 Levels… And It's Getting Worse

Pending home sales in the United States just fell to the lowest level ever recorded. Not the lowest since mortgage rates went above 7%. Not the lowest since the pandemic.

Gas Stations Just Confirmed the Worst-Case Scenario for the Economy

It's volumes, not dollars. How much product is actually being moved or not. What convenience stores are reporting isn't just more evidence for what the Census Bureau fina

I've Never Seen Anything Like This… Until Now

I have never seen anything like this before. With the stroke of the Census Bureau’s pen, more than 5% of retail sales…disappeared. Five. Not a single volatile category.

You Won't Believe What Just Happened in the Bond Market

Everyone is talking about rate hikes and hot inflation. Yesterday’s CPI was supposedly another reason to sell Treasuries. Today’s PPI was supposed to confirm it. Yields