Eurodollar University

Did a recession strike the US economy starting in October? Not just the forgot how to grow kind we’ve been grappling with for the last several years, but the all-out, NBER-style, full-blown contraction. Take a look at the data and the charts in this video, let’s see what you think. And that data is coming from income series the NBER itself uses when it decides the recession question. 
Eurodollar University's Conversation w/ Steve Van Metre
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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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CEOs Turn Pessimistic About US Economy as Supply Risks Mount
https://www.bloomberg.com/news/articles/2026-05-28/ceos-turn-pessimistic-about-us-economy-as-supply-risks-mount
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

Canada just “unexpectedly” fell into a technical recession. But the important part is not just that Canada contracted. The important part is that Canada’s contraction is lining up with the same weakness now spreading through France, the UK, Germany, Sweden, Mexico, and increasingly the rest of the global system. As one result, central bankers hawkishness is starting to seriously evaporate.
Eurodollar University's Money & Macro Analysis
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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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https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU
Starting today, 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

Private credit has a new problem, and this one is different. For months, the story has been retail investors pulling money from private credit funds. But now we have something else. A Swiss pension fund redeeming shares from a Vista private credit vehicle helped force that fund to limit withdrawals. And that's before asking the question: is software credit the new subprime mortgage?
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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One Big Private Credit Investor Forced Vista’s Fund to Limit Redemptions
https://www.bloomberg.com/news/articles/2026-05-27/one-big-private-credit-investor-forced-vista-s-fund-to-limit-redemptions
New CLOs at Blackstone, Guggenheim Boast Key Perk: Less Software
https://www.bloomberg.com/news/articles/2026-05-27/new-clos-at-blackstone-guggenheim-boast-key-perk-less-software
Private Credit’s Exposure to Ailing Software Industry Is Bigger Than Advertised
https://www.wsj.com/finance/investing/private-credits-exposure-to-ailing-software-industry-is-bigger-than-advertised-d80da378
Cracks in Private Credit
https://www.goldmansachs.com/pdfs/insights/goldman-sachs-research/cracks-in-private-credit/TOM_private%20credit_Redacted.pdf
Myth-busting: Private credit liquidity
https://blog.landg.com/categories/investment-strategy/myth-busting-private-credit-liquidity/
https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

JPMorgan just took the Goldilocks off the table. That is not a minor forecast change or some little tweak to a spreadsheet buried on page 47 of a Wall Street outlook. When one of the biggest banks in the world says “Goldilocks is leaving the building” and starts worrying about a **negative growth shock**, what they’re really saying is something big has changed. 
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. 
--------------------------------------------------------------------------------
'Goldilocks is leaving the building': JPMorgan predicts negative growth shock
https://www.msn.com/en-us/money/markets/goldilocks-is-leaving-the-building-jpmorgan-predicts-negative-growth-shock/ar-AA24066Q
Sahm Says Sahm Rule Meant To Be Broken
https://www.bloomberg.com/news/videos/2024-08-08/claudia-sahm-says-the-sahm-rule-was-meant-to-be-broken-video
https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

Home prices are now doing something they were not supposed to do. After years of being told that housing was poised to make a strong comeback and that prices were going to accelerate upward, the latest national housing data is saying something very different: the lowest price rate in fourteen years, going all the way back to the bottom of the Big Housing Bust in 2012.
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
----------------------------------------------------------------------------------
https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU