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OMG… Did You See What Just Happened to Interest Rates?!
Episode 1248

OMG… Did You See What Just Happened to Interest Rates?!

Eurodollar University

November 26, 202519m 48s

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Show Notes

Despite half the Federal Reserve’s best efforts to take away the December rate cut, the bond market is signaling from top to bottom, back to front it doesn’t care one bit. The FOMC can spout off on tariff inflation, they can claim there is no way they’ll support lowering rates next month, yields are going down and taking inflation expectations with them. The bond market is making big moves despite KC Jeff and his federal funds band.   

Eurodollar University's Money & Macro Analysis

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Conference Board US Consumer Confidence Fell Sharply in November
https://www.conference-board.org/topics/consumer-confidence/

Bloomberg Retail Sales Lost Steam in September as Shoppers Pulled Back
https://www.bloomberg.com/news/articles/2025-11-25/us-retail-sales-rose-0-2-in-september-as-consumers-pulled-back

CNBC Core wholesale prices rose less than expected in September; retail sales gain
https://www.cnbc.com/2025/11/25/core-wholesale-prices-rose-less-than-expected-in-september-retail-sales-gain.html

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Topics

Eurodollar UniversityJeff SniderMonetary OrderCentral BanksAlhambra InvestmentsInflationDeflationEconomyDepressionRecession