Episode 1023
Something HUGE Is Happening to European Banks (Should You Be Worried?)
February 28, 202519m 26s
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Show Notes
European banks are surging into safety, buying the third most on record in January. At the same time, they scaled back activities in the real economy expecting further deterioration. Their behavior also backs up market pricing especially interest rates, while also exposing the fallacy behind them.
Eurodollar University's Money & Macro Analysis
ECB BLS Q4 2024
https://www.ecb.europa.eu/stats/ecb_surveys/bank_lending_survey/html/ecb.blssurvey2024q4~e1ddae0f19.en.html
https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU
Topics
Eurodollar UniversityJeff SniderMonetary OrderCentral BanksAlhambra InvestmentsInflationDeflationEconomyDepressionRecession