Eurodollar University

BREAKING: The Jobs Report Worse Than Everyone Expected

Jobs report for September completely reverses August's. The ugly headline is only the start given the vastly more important implications which connect jobs to incomes and

WTF Just Happened to the Bond Market and Credit Spreads?

Credit spreads have exploded in recent weeks, and not just the triple hooks. It has spread to other parts of the public market. And now that September has finished up, we

You Won’t Believe What McDonald’s Just Revealed About U.S. Consumers

You would think this would be McDonald’s moment.  When household budgets are under pressure, when consumers are trading down, and when price suddenly means everything, M

ALERT: Did Anthropic Just Pop AI Bubble?

A leaked S-1 that filled in a lot of missing pieces. Maybe, for Anthropic and the AI bubble, too much. The upshot is...this time is never different. Plus, we really have

Pepsi and Red Bull Just Confirmed the Worst-Case Scenario for the Economy

Just months after PepsiCo slashed prices by as much as 15% to win back cash-strapped shoppers, the company is preparing to **raise** them again. The cuts were supposed to

Something Extremely Rare Just Happened to the Yield Curve

The Treasury market is doing something it has only done on 5.4% of the time over the last 36-plus years. In broad terms, the yield curve is unusually steep at the front a

BREAKING: India Just Intervened to Save Its Currency

India just attracted an extraordinary amount of foreign money into its banking system. And yet the rupee is moving back toward its record low. Then there’s Japan. The Ban

You Won’t Believe What the Bond Market Just Did

If you follow the financial headlines, you probably think investors are preparing to dump Treasuries and head for the inflationary hawkish hills. The Federal Reserve just

Mexico’s Tourism Just PLUNGED... and Airlines Are Warning of More

Demand destruction is simply becoming impossible to ignore—and it’s appearing across the global economy at exactly the wrong moment. Just look at Mexico. And what airline

WTF Just Happened to Diesel...

We need to begin seriously considering what would happen if diesel reaches eight, nine, or even ten dollars per gallon. That is not a prediction. It is not clickbait, nor

BREAKING: Private Credit Defaults Just Hit a Record High

Private credit defaults have officially reached a record. According to Fitch Ratings, the default rate rose to 6.3% in August, exceeding the previous record set only one

LIVE: Will the Fed Really Raise Rates Into a Struggling Economy

It's FOMC decision day. The data says do nothing. Flat curves say mistake. The inflation data doesn't say what hawks think it does. Do policymakers send a message and Tri

German Banks Are Getting Bailed Out… WTF Is Going On?

A relatively small German cooperative bank is receiving a financial rescue, a bail out, worth as much. The bank, Volksbank Brawo, had €6.5 billion in total assets at the

Grocery Stores Just Issued a Warning About the American Consumer

Americans overwhelmingly don’t just disagree with this idea of a resilient economy, they vehemently disagree. And Kroger may have just delivered one of the clearest warni

this won't end well...

There is only one way this ends, and it's not the one everyone right now believes. That's not (just) my take. This is the majority consensus (not that you've heard it) wh

Americans Are Bracing for Something Not Seen Since 2020...

More Americans now believe unemployment will rise than at any point since April 2020. Not inflation. Unemployment. And that’s according to, yes, the Federal Reserve. At t

BREAKING: Blue Owl Just Took a 100% Loss, Signaling A LOT More Stress Ahead

One hundred to Zero. That’s Blue Owl writing down a private loan from full value to something resembling nothing—in a matter of months. That is not supposed to happen. To

BREAKING: China Is Bailing Out Its ENTIRE Financial System

The Great Chinese Tobacco Insurance Rescue of 2026. The real issue is why cigarettes are being "volunteered" and why insurance is being including with the banks. Recappin

Eurodollar Talk: The AI Trade Is Entering Its Most Dangerous Phase | Lyn Alden

Eurodollar Talk: Record Corporate Profits Are Creating An Economic Timebomb

EPB is here.