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The credit cycle isn't really about blue owls, instead a gray swan. Nvidia isn't just in the news for its stock trading at a tremendous discount, it's how the company and all the money surrounding connect what might seem disparate dots all throughout the system, and in so doing p ...  Show more

It's QE-lite!!!! Yield curve control!!!! Money printer go brrrrrr!!!! What's the truth about the Treasury buyback program? Well, it's starts with understanding what a buyback truly is and also how the government has been operating it for over two years already. In a sea of misinf ...  Show more

Jeffrey Snider, host of Eurodollar University, joins Raoul to examine the current state of the Eurodollar market, weaving together a cohesive narrative of why it matters to the most pressing issues investors face right now. Recorded on May 22, 2023. Learn more about your ad choic ...  Show more

Subscribe to The Macro Trading Floor YouTube channel:  https://www.youtube.com/channel/UCFk1qCySNf2FIzIidVVW81A -- Alf and Andreas discuss the recent Federal Reserve and ECB decisions and the market reactions. They also dig deep into the unfolding regional bank crisis and discus ...  Show more

Rebecca Hotsko interviews Jeff Snider in a discussion about the global economy and markets. They delve into topics such as the current state of the 3m10yr yield curve, which is the most inverted it has been in 40 years, and what this implies for market expectations and more! Jeff ...  Show more

A reading of Alex Kruger's thread: https://twitter.com/krugermacro/status/1675989375765852160?s=46&t=5Nl1EhwpFOmRdaVNr7DApg Full report from Asgard Markets https://www.asgardmarkets.com/post/the-big-picture Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1 ...  Show more