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This Is The Setup for a Historic Currency Crash

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Manage episode 493299860 series 2679639
Content provided by Jeff Snider. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jeff Snider or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

The world is supposed to be all over the "sell America" trade, so why is it only this one key currency is? The thing is now sticking out like a sore thumb as more and more pile onto "sell America" here without any corroboration at all. Even FX modelers are confused by this insistence. What happens when everyone is on one side of a transaction under false assumptions? It converges. Sometimes violently.

Eurodollar University's Money & Macro Analysis

*******
To sign up for our webinar on July 10, follow the link below:
https://event.webinarjam.com/channel/swaps
******

Bloomberg Misfiring Models Leave Wall Street Currency Traders Flying Blind
https://www.bloomberg.com/news/articles/2025-07-07/misfiring-models-leave-wall-street-currency-traders-flying-blind

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

  continue reading

1127 episodes

Artwork
iconShare
 
Manage episode 493299860 series 2679639
Content provided by Jeff Snider. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jeff Snider or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

The world is supposed to be all over the "sell America" trade, so why is it only this one key currency is? The thing is now sticking out like a sore thumb as more and more pile onto "sell America" here without any corroboration at all. Even FX modelers are confused by this insistence. What happens when everyone is on one side of a transaction under false assumptions? It converges. Sometimes violently.

Eurodollar University's Money & Macro Analysis

*******
To sign up for our webinar on July 10, follow the link below:
https://event.webinarjam.com/channel/swaps
******

Bloomberg Misfiring Models Leave Wall Street Currency Traders Flying Blind
https://www.bloomberg.com/news/articles/2025-07-07/misfiring-models-leave-wall-street-currency-traders-flying-blind

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

  continue reading

1127 episodes

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