Now it’s Jamie Dimon's turn, JP Morgan’s highly visible CEO is the latest to make the 2008 comparison. Following up last year’s cockroach quip this time saying a lot of people in the financial industry have done dumb things. But here’s the thing, markets all over the world are starting to price it. The worry showing up in safe havens is maybe this really is happening - right now. From Canadian bonds to Swiss francs, Japan, China and yes Treasuries.

Eurodollar University's Money & Macro Analysis

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Eurodollar University's Free Guide (video) to interpreting market signals. Taken from the EDU membership, it will help you learn fundamentals necessary to deciphering and decoding market information in a useful manner, unlike everything you get from mainstream sources.

https://web.eurodollar-university.com/home

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Jamie Dimon says AI euphoria, record stocks and banks doing ‘dumb things’ could lead to another financial crisis
https://www.cnn.com/2026/02/24/economy/jamie-dimon-warning

The Viral Citrini Substack Post That Has Sparked New AI Worries on Wall Street
https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-tariffs-02-23-2026/card/the-citrini-substack-selloff-70cWx0scioiLradyuTRa

Yen Slides After Report on Takaichi Caution Over Rate Hikes
https://www.bloomberg.com/news/articles/2026-02-24/yen-extends-decline-after-report-on-takaichi-s-rate-hike-view

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

In the wake of Blue Owl’s shocking announcement last week basically trapping retail investors in a private credit fund they don’t want to be in, signs of fallout from it are trickling in. To begin with, private continues to sell off, Blue Owl especially. But it’s not just private credit, we’re seeing stress in other corners of the risky credit markets, too, which has a number of prominent analysts and observers wondering if maybe we are seeing too many signs that look too much like 2007.

Eurodollar University's Money & Macro Analysis

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

Walmart has been one of the few to benefit from the difficult economy the past few years. It’s gotten to the point where even high income earners have become regular Walmart shoppers. But here’s the thing, this week when forecasting earnings for the year ahead, now even Walmart is a bit concerned over the possible further negative consequences of what it’s CFO called a “hiring recession.”

Eurodollar University's conversation w/Steve Van Metre

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This is the kinds of material we've been covering - at length and in depth - at Eurodollar University in our Deep Dive Analysis and memberships. It's the background, the core concepts, the unique insight that allows us to not just stay on top of everything, but actually understanding what's going on and why to then anticipate roughly where the markets, the economy, the entire world is heading.

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https://web.eurodollar-university.com/eurodollar-vsl-page-a

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Walmart Cites Worrying Economic Indicators in Cautious Forecast
https://www.bloomberg.com/news/articles/2026-02-19/walmart-cites-worrying-economic-indicators-in-cautious-forecast

Food Companies Sink as Executives Warn of Consumer Stress
https://www.bloomberg.com/news/articles/2026-02-17/general-mills-warns-of-slumping-sales-on-weak-consumer-sentiment

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