The Oil Market and Yield Curve Just Did Something Really Strange

The Oil Market and Yield Curve Just Did Something Really Strange

July 20, 2026 · 23 min · Episode 1440

About this episode

The episode discusses unusual movements in the oil market and yield curve amidst significant changes in the bond market.

The bond market just broke a major correlation at a particularly crucial moment. As the Warsh Fed sets out to stamp its mark on the market, the market is already stomping the narrative and doing so in a highly unusual way. UST & WTI have split up, with more than the Fed getting caught up in the burgeoning divorce. Eurodollar University's Money & Macro Analysis ---------------------------------------------------------------------------------- What if your gold could actually pay you every month… in MORE gold? That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month. Check it out here: https://monetary-metals.com/snider ---------------------------------------------------------------------------------- If you want to see The Four Economic Regimes, and How to Position Your Portfolio for Each One, sign up here https://eurodollar-university.com/home-page ---------------------------------------------------------------------------------- https://www.cnbc.com/video/2026/07/16/pending-home-sales-june.html…

People in this episode

Host: Jeff Snider

Topics covered

Keywords

Sponsors

Monetary Metals

Mentioned in this episode

Organizations: Warsh Fed, Eurodollar University, CNBC

More episodes of Eurodollar University

Explore listener stats, chart rankings, contacts and more on the Eurodollar University podcast page.