{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Eurodollar University","title":"Banks Are Preparing For Something BIG","html":"","width":"100%","height":180,"duration":1253,"description":"It's not what everyone says, watch what they do. Big companies and big banks (JPM, too) are making heavy preparations for sharply lower interest rates. The former, in particular, have basically revived the long-dormant commercial paper market in a clear sign. At the same time, US and global banks are remaking their balance sheets in critical and unambiguous ways. Even some Fed officials are now seeing it, too. R is back to being an ultra-low STAR.\nEurodollar University's Money & Macro Analysis\n---------------------------------------------------------------------------\nEurodollar University's One Big Weekly Theme\nhttps://eurodollaruniversity.substack.com/\n---------------------------------------------------------------------------\nBloomberg America Inc. Swaps Decades for Days in Rush to Commercial Paper\nhttps://www.bloomberg.com/news/articles/2025-09-02/30-years-try-30-days-america-inc-flocks-to-commercial-paper\nCNN Be prepared for 7% interest rates, warns Jamie Dimon\nhttps://www.cnn.com/2023/10/02/investing/jamie-dimon-jpmorgan-7-percent-interest-rate-recession\nFRBNY John Williams All the Stars We Cannot See\nhttps://www.newyorkfed.org/newsevents/speeches/2025/wil250825\nBloomberg Won Advances After BOK Governor Defends Currency Intervention\nhttps://www.bloomberg.com/news/articles/2025-08-28/won-gains-after-bok-rhee-s-comments-on-forex-intervention-goals\nhttps://www.eurodollar.university\nTwitter: https://twitter.com/JeffSnider_EDU","thumbnail_url":"https://img.transistorcdn.com/-PtiTzNd5Hw0QA5KJSn4hxFg04siyhv-eokn_umaeKU/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9zaG93/LzkyNDMvMTY2ODk5/MjU1OS1hcnR3b3Jr/LmpwZw.webp","thumbnail_width":300,"thumbnail_height":300}