EPISODE · Jan 16, 2026 · 19 MIN
WE NEED To Talk About Chinese Banks IMMEDIATELY
from Eurodollar University · host Jeff Snider
Today we’re going be unpacking the latest from closely watched indicators out of China: bank lending data, household credit, the movement of the yuan, and what a single real estate developer—China Vanke—tells us about debt and payments right now. Bank lending in 2025 fell to the lowest since 2018 largely because household lending utterly collapsed. Yes, it collapsed last year. 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---------------------------------------------------------------------------------------------------------------------https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU
What this episode covers
Today we’re going be unpacking the latest from closely watched indicators out of China: bank lending data, household credit, the movement of the yuan, and what a single real estate developer—China Vanke—tells us about debt and payments right now. Bank lending in 2025 fell to the lowest since 2018 largely because household lending utterly collapsed. Yes, it collapsed last year. 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---------------------------------------------------------------------------------------------------------------------https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU
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WE NEED To Talk About Chinese Banks IMMEDIATELY
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