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Aug 29
18m 45s

If You Don’t Understand the Eurodollar S...

Jeff Snider
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Today
The Diesel Crisis Nobody Is Talking About
Everyone believes the energy shock is about oil. It isn’t. The most important price in energy today isn’t really the price of crude. It is the difference between crude oil and the fuel made from it—a number known as the crack spread.And for diesel, that spread has absolutely expl ... Show More
21m 25s
Yesterday
WTF Just Happened at Jackson Hole?
J-Hole jolted the markets, only to have Warsh's J-Hole narrative jolted right back with JOLTS. Caught in between are interest rates which nobody seems to have a handle on even though the answers are right there in Treasury Secretary Bessent's words and the latest European inflati ... Show More
34m 34s
Aug 31
BREAKING: China Just Launched a Desperate Housing Bailout
Is China trying to bail out it's beleaguered real estate market? That seems to be the case with the latest schemes aimed at stabilizing the sector. The timing isn't a surprise nor is the degree of help Beijing aims to offer given the state of banks and the economy over there. Eur ... Show More
21m 24s
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