Payback is finally here? The implications of the latest report on trade suggest we're finally moving far enough away from all the recent distortions to gain a better sense of whether this really is the "main event." One of those warns trade volumes might crash from here. Plus, another critical forward-leaning measure just flashed a recession signal. All of which consistent with market positions.
Eurodollar University's Money & Macro Analysis
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If you are in any way interested in precious metals, you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
http://www.monetary-metals.com/Snider/
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https://eurodollaruniversity.substack.com/
Eurodollar University's Anniversary Sale
https://www.eurodollar.university/sale
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Bloomberg US Container Volumes Set for Sharp Reversal on Tariff Disruption
https://www.bloomberg.com/news/articles/2025-07-21/us-container-volumes-set-for-sharp-reversal-on-tariff-disruption
CNBC Port of Los Angeles sees record container traffic as shippers race to beat Trump’s tariff deadlines
https://www.cnbc.com/2025/07/14/port-of-los-angeles-record-container-traffic-trade-war-shipping-tariffs.html
CNBC In middle of Trump’s trade war, importers hold more cash and move inventory off the books
https://www.cnbc.com/2025/07/14/trump-trade-war-tariffs-supply-chain-inventory-cash.html
CNBC Online shopping sees biggest slowdown in over decade as tariffs disrupt e-commerce: Survey
https://www.cnbc.com/2025/07/01/online-retail-sees-biggest-slowdown-in-decade-tariffs-hit-e-commerce.html
Bloomberg Bessent Says Fed ‘A Little Off,’ Flags Signal From Two-Year Rate
https://www.bloomberg.com/news/articles/2025-07-03/bessent-says-fed-a-little-off-flags-signal-from-two-year-rate
https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU
What is Eurodollar University?
Jeff Snider will guide you through the realm of monetary science. Multiple episodes uploaded each week, discussing big news and key current events, the state of markets and what they are telling you, as well as historical summaries and deep background material so that you can understand what’s really going on in this eurodollar’s world.