Japan is PLUNGING and it’s Quickly Spreading to the Rest of the World

Anyone looking to by gold really needs to contact today’s video sponsor, our friends over at DefytheGrid, using the link below:
https://defythegrid.com/c/eurodollaruniversity/

Make sure you use Coupon Code: eurodollaruniversity

A big move in Japan today, with yields dropping and the yen rising. Both were matched by some truly grim developments and warnings from around the world, everything from AI to the Bank of Canada’s extreme case and then some truly grim results in New York. Or, exactly what JGBs and JPY are signaling themselves.

Eurodollar University’s Money & Macro Analysis

Bloomberg Nvidia Curbs and ASML Warning Spur Global Tech-Stock Rout
https://www.bloomberg.com/news/articles/2025-04-16/nvidia-supplier-stocks-drop-on-latest-china-export-restrictions

WTO April 2025 Global Trade Outlook
https://www.wto.org/english/res_e/booksp_e/trade_outlook25_e.pdf

FRBNY April 2025 Business Leaders Survey https://www.newyorkfed.org/medialibrary/media/Survey/business_leaders/2025/2025_04blsreport.pdf?sc_lang=en&hash=F63E9C1D24FCF84A22217C915C713718

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

20 Comments

  1. The U.S. economy is showing clear signs of slowing, with tightening credit, weakening consumer demand, and rising unemployment pointing toward a potential recession even if it's not officially declared yet. Adding to the pressure is the escalating trade war, particularly between the U.S. and China, which is disrupting supply chains, reintroducing tariffs, and hitting key sectors like tech and manufacturing hard. This conflict is fueling global market instability and amplifying deflationary risks, with falling asset values and cautious consumer spending already visible in the retail and housing markets. In this uncertain climate, crypto is emerging as a compelling alternative decentralized, resilient, and less vulnerable to geopolitical shocks. It offers a hedge against macroeconomic risk and a real opportunity for growth. I’ve personally grown my portfolio from 130K to 632K in just a few months by following Milton Harper’s strategic trading approach his insight and discipline have made all the difference in navigating these volatile times.

  2. I'm one of the ppl that doesn't quite get what's going on, but trying my best. For a solid two years I've been hearing all sorts of reasons why the economy is in dire straights, still not getting it, because without proper education on the matter it's actually a bit difficult to grasp that there are layers to economies beyond supply and demand. Supply and demand is like one of newtons laws of motion, you see a thing happen, now you have to figure out how those laws are responsible. With the market there's just so many hidden corners underwriting so many things that it often feels like a string board, furiously trying connect seemingly different things together.

  3. It seems to me to be a good thing that people are saving. We began saving 45 years ago when my husband started working. We were able to do that partly because we always were frugal. We didn't have the latest and greatest stuff, we had used cars, worked on them ourselves, etc. Now we have enough saved so we don't worry about downturns. It required sacrifice but it was worth it.

  4. Fragility's not the right word. More like "tension". We've been pulling back the bowstring since 1933; this is the end of the line. What comes next is the release, after which we'll begin accelerating in the other direction.