Rare Recession Indicator Is ‘Screaming’—No One’s Paying Attention | Jeff Snider

David Lin

David Lin

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Jeff Snider, host of Eurodollar University, discusses rising Treasury yields, recession signals in the bond market, the energy shock, consumer weakness, U.S.-China tensions, and whether the AI boom can keep the economy growing.    Pasted text

*This video was recorded on September 25, 2026

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0:00 - Energy Shock & Recession Risk
2:31 - Why the Economy Is More Fragile Than It Looks
5:22 - The K-Shaped Consumer Economy
8:51 - What the Bond Market Is Warning
10:08 - Yield Curve Flashes a Recession Warning
17:31 - Why Long-Term Yields May Hit a Ceiling
22:34 - Inflation, Jobs & Consumer Stress
25:16 - AI, Productivity & the Future of Labor
26:00 - Trump-Xi Trade Truce & U.S.-China Tensions
31:38 - Can AI Keep the Economy Growing?
37:13 - Why Inflation Keeps Hurting Consumers
40:21 - What’s Really Behind America’s Economic Problems
42:54 - Why Stocks Don’t Reflect the Real Economy    

#economy #investing #recession