Eurodollar University

There is a MAJOR dislocation across the entire marketplace you need to know about, and it starts with Nestle and French fries, not the fed funds rate. Swaps, inflation demand, curves, even oil; you name it. You think everyone agrees with the Fed or ECB about what's coming next, but the truth is the OVERWHELMING consensus is entirely different from what you're hearing. It's not even close and that's huge. 
Eurodollar University's conversation w/Steve Van Metre
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Learn more about Augusta Precious Metals and what they have to offer - including physical gold for IRA accounts - by going to:
 https://EurodollarGold.com or text EURO to 35052. 
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If you want to see The Four Economic Regimes, and How to Position Your Portfolio for Each One, sign up here 
https://eurodollar-university.com/home-page
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https://www.reuters.com/video/watch/idRW802111062026RP1/
https://www.youtube.com/watch?v=0ynA5KVpxKU
https://www.youtube.com/watch?v=YxGWF-PF4FE
https://www.bloomberg.com/news/articles/2026-07-23/nestle-agrees-to-sell-water-unit-stake-for-about-3-billion
https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU
I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 
You can find me here: https://bravais.social/profile/edu

Most people believe another Asian financial crisis can’t happen. Not like 1997. Asian governments now have enormous foreign-exchange reserves. Their currencies are generally more flexible. Banks are better regulated. Officials supposedly understand contagion, currency mismatches, and the importance of acting quickly.
In short, Asia learned its lesson. But what if that is the wrong lesson?
Eurodollar University's Money & Macro Analysis
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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
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If you want to see The Four Economic Regimes, and How to Position Your Portfolio for Each One, sign up here 
https://eurodollar-university.com/home-page
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https://www.youtube.com/watch?v=cPJkRKFDoGg
https://www.youtube.com/watch?v=T3GD0_PyHcY
https://www.youtube.com/watch?v=sYNBKZOkfPM
https://www.youtube.com/watch?v=mHf01Jjwrec
https://www.youtube.com/watch?v=7MBctTpJCgw
https://www.youtube.com/watch?v=f7DZVHAOBVk
https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU
I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 
You can find me here: https://bravais.social/profile/edu

Google just reported something it had never reported in its entire history as a public company: Negative quarterly free cash flow. Not a small decline, either: $5.9 billion. From Japan to Thailand, China and the United States, the boom is producing some enormous numbers. What it is NOT producing—at least for the foreseeable future—is the real story.
Eurodollar University's Money & Macro Analysis
--------------------------------------------------------------------------------
Learn more about Augusta Precious Metals and what they have to offer - including physical gold for IRA accounts - by going to:
 https://EurodollarGold.com or text EURO to 35052. 
----------------------------------------------------------------------------------
If you want to see The Four Economic Regimes, and How to Position Your Portfolio for Each One, sign up here 
https://eurodollar-university.com/home-page
----------------------------------------------------------------------------------
https://www.reuters.com/world/china/chinas-june-trade-tops-forecasts-buoyed-by-ai-boom-2026-07-14/
https://finance.yahoo.com/video/chip-stocks-fight-to-rebound-as-semiconductors-slip-into-bear-market-135658468.html
https://www.instagram.com/reel/DUa50unFSzj/?hl=en
https://www.facebook.com/FastMoney/videos/memory-surge-squeezes-mega-caps/990228643625342/
https://www.instagram.com/reel/DRCybx2EcKk/
https://finance.yahoo.com/video/metas-data-center-costs-are-skyrocketing-heres-what-you-need-to-know-203416070.html
https://www.bloomberg.com/news/newsletters/2026-07-22/the-ai-export-boom-that-wasn-t
https://www.cnbc.com/2026/07/23/tesla-tsla-alphabet-googl-stock-today.html
https://www.youtube.com/watch?v=O9tBCe-vR7o
https://finance.yahoo.com/video/earnings-negative-cash-flows-make-big-tech-more-economically-sensitive-140918058.html
https://www.bbc.com/news/articles/c235n47g8g8o
https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU
I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 
You can find me here: https://bravais.social/profile/edu

When people hear the words *private credit stress*, they usually imagine small, struggling companies loaded with debt—businesses most investors have never heard of. They assume the damage will remain contained among risky borrowers, private-equity deals, and obscure funds. But that misses the real warning. The changing credit environment is already affecting companies perceived to be among the safest and strongest in the world.
Eurodollar University's Money & Macro Analysis
--------------------------------------------------------------------------------
Learn more about Augusta Precious Metals and what they have to offer - including physical gold for IRA accounts - by going to:
 https://EurodollarGold.com or text EURO to 35052. 
----------------------------------------------------------------------------------
If you want to see The Four Economic Regimes, and How to Position Your Portfolio for Each One, sign up here 
https://eurodollar-university.com/home-page
----------------------------------------------------------------------------------
https://www.youtube.com/watch?v=DOX89C-2I_E
https://www.youtube.com/watch?v=kVFPLv6ME-E
https://www.cnbc.com/video/2026/07/07/amazon-plans-to-raise-25-billion-in-bond-sale-sources-say.html
https://www.youtube.com/watch?v=e5qalXD-SWM.
https://www.bloomberg.com/news/articles/2026-07-07/amazon-returns-to-us-bond-market-to-fund-ai-infrastructure-build
https://www.reuters.com/legal/transactional/private-credit-boom-cools-lending-flows-slow-sharply-2026-06-05/
https://www.pimco.com/us/en/insights/rupture-and-resilience
https://www.bloomberg.com/news/articles/2026-07-20/billionaire-mark-walter-s-firms-probed-by-federal-prosecutors

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU
I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 
You can find me here: https://bravais.social/profile/edu

The bond market just broke a major correlation at a particularly crucial moment. As the Warsh Fed sets out to stamp its mark on the market, the market is already stomping the narrative and doing so in a highly unusual way. UST & WTI have split up, with more than the Fed getting caught up in the burgeoning divorce. 
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
----------------------------------------------------------------------------------
If you want to see The Four Economic Regimes, and How to Position Your Portfolio for Each One, sign up here 
https://eurodollar-university.com/home-page
----------------------------------------------------------------------------------
https://www.cnbc.com/video/2026/07/16/pending-home-sales-june.html
https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU
I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 
You can find me here: https://bravais.social/profile/edu