All Episodes
Macro Horizons — 533 episodes
Policy Pivot
Celebrating Labor
September Is Coming
Active Style
Dear Vol...
Debating in Silence
August With Angst
The Silence Heard Around the Market
Guarding the Goal
Whatflation?
Julying Volatility
Fed Independence Day
Sunny Sunday
Hello Kevin, Our Old Friend
A Season for Everything
Evolution of Employment
Simmering Summer
Ides of May
Core Concentration
Reenvisioning the Range
Stability Despite Uncertainty
April in Angst
Par for the Course
Second Quarter Quagmire
Broadening Bearish Uncertainty
Hello, Spring
The Macro Ides of March
Fumbling Toward Winter's Finish Line
Madness of March
It's Not a Leap
My Punny Valentine
Dense With Suspense
Powell, Then Phil
Patience at the Fed
EJanuary Drift
HNY
Dear 2025, Thanks For the Memories
A BLS Revival
Solace in Solstice
Giving Thanks
Et Tu, Santa Pause?
The Grand Reopening
The Supremes
Falling Back
Best of 1993
Inflation Friday
Angles of October
Shutdown and Out
Let's See, ADP
Deflating the Doves
The Dueling Dual
Navigating Normal
Falling Into Autumn
Exiting August
Penance of Patience
Sights on September
The Bond Stands Alone
The Day the Treasury Thrived
Picking on Powell
Mid-Summer, Mid-Range
The Big Vote
The Download
Solstice Like It's Summer
Rising Mercury, Falling Yields
CPI vs Supply
Judging Trump
Raising the Rates
What Recession?
Art or the Deal?
Power of the Pause
Countdown is on!
May Day or Mayday?
Calm Between Storms
Resetting the Clock
Fools of April
Transitory... Really?
Powell's Pronounced Patience
Overemployed
Entering March... And Madness
Dodgin' the DOGE
Short Week, Long Bonds
Super Bowl or Super Core?
Seasons Change
One Down, 207 to Go
Trump's Reentry
New Year, Same Podcast
Soaring with the Hawks
Plotting the Dots
Inflation's Vote
Debating December
Finding Balance
Marking Milestones
Dear Santa Pause...
Wake Bonds Up, When November Ends
Navigating November
Approaching 300
This Is Strategy
Surprises of October
Before Q4
The Journey to Neutral
Finding Normal
A Positive Outlook
Labor Day Blues
Much Needed Break
No Wrong Side of 50
Angsty August
Sahm's Gauntlet
The Final Countdown
Practicing Patience
Doneflation
Vote Monday, Vote BMO
Independent Logic
A Season for Consolidation
Doubting the Dots
Roaring Committy
On Tee for N.F.P.
Sliding Into Summer
Rebooting the Rally
CPI, or CP-Why?
Fun back in Refunding
Mayday! Mayday!
38 Days Later
Paying for Lower Yields
Don't Look Now
Dancing in the Range
Easy Doves It
The Madness of March
CP-Ides of March
Marching On
A Rally, Deferred
Divergence Emergence
Inflated Expectations
Early Spring?
The 366th Day
January Drift
Government Bond Work
Stormy January
Out Like a Bull
Perils of Proactive
The One Where They Talk About the Outlook
Long Winter, No Nap
For the Birds
Breaking the Wishbone
Falling Back
Terminal is Nigh
Janet vs. Jay
5-Handle 10s
Anxious in Autumn
Approaching Handle Change
Fourth Quarter Kickoff
Dot Plot Twist
Dotting the 'I's and Eyeing the Dots
Wasting Away in Consolidationville
Preparing for the Fall
Summer's Last Stand
Waiting For Wyoming
Deflate and Recalibrate
Cooling, Not Cold
Identified Flying Objects
Midsummer's Hike
Better Lagged Than Never
Price of Summer
Watching the Fireworks
The Anti-Doldrums - The Week Ahead
Doubting the Dots - The Week Ahead
Where There's Smoke - The Week Ahead
Skipping Into Summer - The Week Ahead
What's Powell Got To Do With It? - The Week Ahead
Delay of Steepening - The Week Ahead
Ex-Shelter from the Storm - The Week Ahead
Supplying Volatility - The Week Ahead
May Day! May Day! - The Week Ahead
Raise the Ceiling or Hit the Roof - The Week Ahead
Skewed Steeper - The Week Ahead
Measuring March - The Week Ahead
Cue for Q2 - The Week Ahead
Bank On It - The Week Ahead
Jay's Dilemma - The Week Ahead
Quarter End? - The Week Ahead
Four Percent Down - The Week Ahead
Farewell, February - The Week Ahead
Identified Inverted Objects - The Week Ahead
Inflation Infatuation - The Week Ahead
Jobs Juggernaut - The Week Ahead
Reactions to the February FOMC - High Quality Credit Spreads
Landing Soon - The Week Ahead
Momentum versus Value - High Quality Credit Spreads
Bid Still Standing - The Week Ahead
Pricing Perfection - High Quality Credit Spreads
Downshift to Terminal - The Week Ahead
Terminal Approaching - Monthly Roundtable
All Eyes on CPI - The Week Ahead
Holiday Special - The Week Ahead
Long Run, All Terminal - The Week Ahead
2023 Outlook - High Quality Credit Spreads
Yuletide Bonds - The Week Ahead
2023 Outlook - Monthly Roundtable
Odd Odds - The Week Ahead
The Home Stretch - High Quality Credit Spreads
Talking Turkey - The Week Ahead
Giving Thanks, Taking Stock - The Week Ahead
Don’t Lose Sight of the Forest - High Quality Credit Spreads
Red Dot State of Mind - The Week Ahead
Falling Back - The Week Ahead
Reactions to the November FOMC - High Quality Credit Spreads
Terminal Volatility - Monthly Roundtable
All Powell's Eve - The Week Ahead
Happy Holidays Ahead? - High Quality Credit Spreads
Silence of the Hawks - The Week Ahead
Pondering the Peak - High Quality Credit Spreads
Shelter Caused the Storm - The Week Ahead
Pivot Postponed - The Week Ahead
Pondering a Pivot - Monthly Roundtable
October of Discontent - The Week Ahead
Into the Frying Pan… - High Quality Credit Spreads
Fall Hawk Watching - The Week Ahead
Reactions to the September FOMC - High Quality Credit Spreads
Seeing Dots - The Week Ahead
An Uneasy Calm - High Quality Credit Spreads
Inflation Basket Case - The Week Ahead
Cycle of Crisis - Monthly Roundtable
A September To Remember - The Week Ahead
Countdown to Kickoff - High Quality Credit Spreads
Summer Swan Song - The Week Ahead
Looking West - High Quality Credit Spreads
Sure, At Some Point - The Week Ahead
Summit, Descent - The Week Ahead
Inflating Expectations - High Quality Credit Spreads
Peak of Summer - The Week Ahead
Holding onto Hikes - Monthly Roundtable
N.B.E.R.: The National Bureau of Evading Recessions - The Week Ahead
Reactions to the July 2022 FOMC - High Quality Credit Spreads
Summer Hike Wave - The Week Ahead
Under the Hood - High Quality Credit Spreads
Reassessing Recession - The Week Ahead
Won’t Back Down - Monthly Roundtable
Inflation Conflation - The Week Ahead
Night is Darkest…? - Hiqh Quality Credit Spreads
Sizing Up the Downside - The Week Ahead
Running of the Bears - The Week Ahead
Defensiveness at a Discount - High Quality Credit Spreads
Fed-Tastic - The Week Ahead
Reactions to the June 2022 FOMC - High Quality Credit Spreads
Powell's Propensity - The Week Ahead
Inflation Fixation - Monthly Roundtable
Half Point Habituation - The Week Ahead
Summer Jobs - The Week Ahead
Tightening Tensions - The Week Ahead
Risk of Risk-Off - The Week Ahead
Rough Road for Rates - The Week Ahead
GRAMC Presentation - Monthly Roundtable
That 70s FOMO - The Week Ahead
Making the Case: April 2022 - High Quality Credit Spreads
Inversion Springs Eternal - The Week Ahead
New Normalization - High Quality Credit Spreads
The Core Issue - The Week Ahead
The Waiting Game - High Quality Credit Spreads
Inflate, Hike, Repeat - The Week Ahead
Why So Negative? - Monthly Roundtable
Second Quarter Conundrum - The Week Ahead
Closing Out the First Quarter - The Week Ahead
Spring Breakout? - The Week Ahead
Reactions to the March 2022 FOMC - High Quality Credit Spreads
Liftoff Imminent - The Week Ahead
Funding Fracas - High Quality Credit Spreads
Bonds in the Time of War - The Week Ahead
Trading Through Heightened Geopolitical Risks - Monthly Roundtable
Geopolitical Containment - The Week Ahead
Are We There Yet? - High Quality Credit Spreads
Flight of the Hawks - The Week Ahead
All About QT - High Quality Credit Spreads
Don't Jimmy Me, Jimmy - The Week Ahead
Snow Drift - High Quality Credit Spreads
Forecasting Error - The Week Ahead
The Great U-Turn - Monthly Roundtable
All Fed, No Fade - The Week Ahead
Reactions to the January 2022 FOMC - High Quality Credit Spreads
Trading By Committee - The Week Ahead
Time's Up? - High Quality Credit Spreads
New Year, New Fed - The Week Ahead
Timing is Everything - High Quality Credit Spreads
Polar Bear - The Week Ahead
Delay Replay - Monthly Roundtable
2022 and Beyond - The Week Ahead
Low Light, Low Liquidity - The Week Ahead
Reactions to the December 2021 FOMC - High Quality Credit Spreads
Just Like 10-Year Yields - The Week Ahead
2022 Outlook: New Year, Another New Normal? - Monthly Roundtable
Accelerate Debate - The Week Ahead
Variant Volatility - High Quality Credit Spreads
Thanksgiving Special - The Week Ahead
Holiday Sales - High Quality Credit Spreads
Treasuries and Tryptophan - The Week Ahead
Focused on Flattening - The Week Ahead
Pull Up a Chair - High Quality Credit Spreads
Short Week, Good Week - The Week Ahead
Hut Hut Hike - Monthly Roundtable
A Squared Dozen - The Week Ahead
The Only Game in Town - High Quality Credit Spreads
Squid Bonds - The Week Ahead
SOFR Swoon - High Quality Credit Spreads
Ranging Bull - The Week Ahead
New Year, New Range? - High Quality Credit Spreads
Q-Fouria - The Week Ahead
Jay Powell and the Inflation Jitters - Monthly Roundtable
End of the Quarter As We Know It - The Week Ahead
Making the Case: Q4 2021
Doveless in Washington - The Week Ahead
Reactions to the September 2021 FOMC - High Quality Credit Spreads
Fall's First Fed - The Week Ahead
As Good As It Gets? - High Quality Credit Spreads
The Fall Stumble - The Week Ahead
Between a Taper and a Hike Pace - Monthly Roundtable
Sirens of September - The Week Ahead
Sizing September Supply - High Quality Credit Spreads
Return to the Home Office - The Week Ahead
The Calm Before the Storm - High Quality Credit Spreads
Delta Doldrums - The Week Ahead
Seeing in 3-D - High Quality Credit Spreads
Out of Office Day - The Week Ahead
Great Jobs! - The Week Ahead
Uncharted Transitory - Monthly Roundtable
August Again - The Week Ahead
Checking the Taper - The Week Ahead
Is This It? - High Quality Credit Spreads
Into the Summer Dome - The Week Ahead
Para-Para-Paradigm - Monthly Roundtable
The Drive to 125 - The Week Ahead
Flight to Ambiguity - High Quality Credit Spreads
Dash to the Doldrums - The Week Ahead
Q3 Outlook - High Quality Credit Spreads
Halftime Show - The Week Ahead
Attitude Adjustments - High Quality Credit Spreads
Bullish Inflection - The Week Ahead
Reactions to the June FOMC - High Quality Credit Spreads
By Any Other Name - The Week Ahead
Tipping the Scales - High Quality Credit Spreads
Participation Trophy - The Week Ahead
The Cash Trap - Monthly Roundtable
A June to Remember - The Week Ahead
Out of the (Home) Office - The Week Ahead
Open to Interpretation - High Quality Credit Spreads
'Tis the Seasonals - The Week Ahead
Muddied Waters Run Deep - Monthly Roundtable
Mayday (!) - The Week Ahead
Talking About Talking About Tapering - High Quality Credit Spreads
Returning to Work - The Week Ahead
Reactions to the April FOMC - High Quality Credit Spreads
Rebound Referendum - The Week Ahead
Winds of Change - High Quality Credit Spreads
Spring Inflection - The Week Ahead
Q2 Spread Outlook - High Quality Credit Spreads
March's Mulligan - The Week Ahead
Hotel QE Forever - Monthly Roundtable
Green Shoots and April Showers - The Week Ahead
Making the Case: Q2 21 - High Quality Credit Spreads
#ShipStillStuck - The Week Ahead
SOFR: What’s Next? - High Quality Credit Spreads
The Other Side of 1.75% - The Week Ahead
Reactions to the March FOMC - High Quality Credit Spreads
A Quarter to Remember - The Week Ahead
Pain and SLR-ow - High Quality Credit Spreads
Same As it Never Was - The Week Ahead
Wake Me Up When September Comes - Monthly Roundtable
Bond Ides of March - The Week Ahead
Riding on Perseverance - The Week Ahead
My Punny Valentine - The Week Ahead
Technical Support - High Quality Credit Spreads
Ready for the Weeknd - The Week Ahead
Taking Issue(ance) - Monthly Roundtable
One Down, Eleven to Go - The Week Ahead
Reactions to the January FOMC - High Quality Credit Spreads
Recovery Reckoning - The Week Ahead
Back to the Grind - High Quality Credit Spreads
Peaked Early? - The Week Ahead
The Great Reflation Debate - Monthly Roundtable
New Year, New Problems - The Week Ahead
Riding the Blue Wave - High Quality Credit Spreads
Making the Turn - The Week Ahead
Who Would Have Thought? - The Week Ahead
Reactions to the December FOMC - High Quality Credit Spreads
One More to Go - The Week Ahead
2021 High Grade Credit Outlook - High Quality Credit Spreads
The Bad News Bid - The Week Ahead
2021 Outlook: Lower, Narrower, Safer - Monthly Roundtable
Pardon Us - The Week Ahead
The COVID That Stole Thanksgiving - The Week Ahead
Spread Immunity - High Quality Credit Spreads
Vague Clarity - The Week Ahead
What's Next - Monthly Roundtable
Count on it - The Week Ahead
Hindsight is 2020 - High Quality Credit Spreads
Spending Daylight - The Week Ahead
Trick or Treat - High Quality Credit Spreads
2020: A Record Year - The Week Ahead
Eyes of the Bond-holder - The Week Ahead
Running Bases - High Quality Credit Spreads
House of Bonds - The Week Ahead
2021 Pace Odyssey - Monthly Roundtable
Fourth Quarter Drive - The Week Ahead
Range-Bound No More - High Quality Credit Spreads
Running Out the Clock - The Week Ahead
Pondering the Presidency - High Quality Credit Spreads
Aye Aye - The Week Ahead
Reactions to the September FOMC - High Quality Credit Spreads
Powell Play - The Week Ahead
Making the Case - High Quality Credit Spreads
Autumn is Coming - The Week Ahead
Falling into Place: A Coronacession Election - Monthly Roundtable
Meet the New Fed - The Week Ahead
Technically Speaking - High Quality Credit Spreads
Jackson Hole-in-One - The Week Ahead
Night of the Living Debt - High Quality Credit Spreads
Autumn Angst - The Week Ahead
Cessation Plan - High Quality Credit Spreads
Blindside is 2020 - The Week Ahead
Big Dollar Big Troubles? - Monthly Roundtable
Cardboard Crowds - The Week Ahead
Reactions to the July FOMC Meeting - High Quality Credit Spreads
Summertime Drift - The Week Ahead
Risk/Reward Review - High Quality Credit Spreads
Sunshine and Trend Lines - The Week Ahead
It Was A Very Good Year - The Week Ahead
Time Keeps Slippin' into the Futures - Monthly Roundtable
Back to Work? - The Week Ahead
Wave Worries - The Week Ahead
Summertime Sadness - High Quality Credit Spreads
Bonds of Summer - The Week Ahead
The Elephant in the Market - High Quality Credit Spreads
Slipping Into Summer - The Week Ahead
Reflections from the Fed - High Quality Credit Spreads
What Recession? - The Week Ahead
Trillions is the New Billions - Monthly Roundtable
Math in This Job? - The Week Ahead
The Recovery Tripod - High Quality Spreads
Early Close from Home - The Week Ahead
Mnuchin: The Rapsical - The Week Ahead
Much Ado About Nothing - High Quality Spreads
Reopening and Rebuilding - The Week Ahead
If You Open It, Will They Come? - Monthly Roundtable
Mayday! - The Week Ahead
Spring Thaw - High Quality Spreads
Ready. Set. Reopen. - The Week Ahead
Can Libor Transition During a Pandemic? - High Quality Spreads
Extended Staycation - The Week Ahead
The Things That Matter - High Quality Spreads
Fauci’d - The Week Ahead
Quantifying the Quarantine - High Quality Spreads
Pandemic Fatigue - The Week Ahead
Socially Distant Market Strategy - Monthly Roundtable
It's Still Q1? - The Week Ahead
Are We There Yet? - The Week Ahead
Echoes of 1987 - The Week Ahead
Zero Funds Game - The Week Ahead
Your Move JP - The Week Ahead
Breaking Down the Breakout - Monthly Roundtable
Long Bondzilla - The Week Ahead
Mid-Winter's Meltdown - The Week Ahead
Dove Potion Number 9 - The Week Ahead
Game Day - The Week Ahead
Primary Night Live - Monthly Roundtable
In Like A Bear, Out Like A Bull - The Week Ahead
A Bird in the Hand - Monthly High Quality Spreads Roundtable
The Bond Shack - The Week Ahead
Welcome to 2020 - The Week Ahead
Thanks For the Memories - The Week Ahead
Fading the Phase - The Week Ahead
Trading 2020: Top Themes for the New Year - Monthly Roundtable
Powell to the People - The Week Ahead
"Four Day Weekend" - The Week Ahead
Deep Fried Turducken - The Week Ahead
And The Tweet Goes On - The Week Ahead
Trading Phases - The Week Ahead
The Danger Zone - UK Election Flash-Cast
Reassession Risk - The Week Ahead
Echoes of 2001 - Monthly High Quality Spreads Roundtable
Fed Up - The Week Ahead
SOFR at the Halfway Point - Monthly Roundtable
London Calling - The Week Ahead
Midcast Crisis - The Week Ahead
Manufacturing Matters - The Week Ahead
Trumperendum - The Week Ahead
Better Late Than Never - Monthly High Quality Spreads Roundtable
Falling into Uncertainties - The Week Ahead
Putting the Fun back in Funding – Flash-Cast
Santa Pause is Comin' to Town (Again) - The Week Ahead
The Quarter Ahead: Downside Debate – Monthly Roundtable
Paraskevidekatriaphobia - The Week Ahead
Wake Me Up When the Trade War Ends - The Week Ahead
Defense Wins Championships - Monthly High Quality Spreads Roundtable
Hanging Up the White Pants - The Week Ahead
A Credibility Threat - Monthly Roundtable
Bond... Long-Bond - The Week Ahead
Summer of Endless Dove - The Week Ahead
Chinese Devaluation: Why Put A Label On It? - Monthly Roundtable
The Don Days of Summer - The Week Ahead
And So It Begins - The Week Ahead
Fed vs Fundamentals - Monthly High Quality Spreads Roundtable
Talking Feds - The Week Ahead
What a Diff’rence a Jay Makes - The Week Ahead
Yield Cap Challenge - The Week Ahead
The Longest Three Days - The Week Ahead
Handling Zero - The Week Ahead
Powell’s Pending Plunge - Monthly Roundtable
In Powell We Trust - The Week Ahead
Well, it Was a Good Run - The Week Ahead
Trump's Chinese Chess Match - Monthly Roundtable
Another Week, Another Rally - The Week Ahead
Summer is Coming - The Week Ahead
Like Kanye Loves Kanye - The Week Ahead
The Battle for Basis Points - Monthly Roundtable
Steepening Base Camp - The Week Ahead
Seasonal Bull Run - The Week Ahead
Cycle: Endgame - The Week Ahead
What Happens in Q1 Stays in Q1 - The Week Ahead
Winter is Here - The Week Ahead
Operators are Standing By - The Week Ahead
Top Questions on Powell's Paradox - Monthly Roundtable
March 32nd and the Fish of April - The Week Ahead
Steeper Is Coming - The Week Ahead
Policy Limbo - The Week Ahead
The Un-Wealth Effect - The Week Ahead
The Great Brexit Delay - Monthly Roundtable
Middle(range)march - The Week Ahead
The Art of The Repeal - The Week Ahead
FOMC, Hold Please - The Week Ahead
Jerome and Richard's Excellent Adventure - The Week Ahead
Squaring the Circle - The Week Ahead
SOFR – So Far to Go - Monthly Roundtable
Powell’s Pause-ability - The Week Ahead
45 Going On 30 - The Week Ahead
Welcome to 2019 - The Week Ahead
Macro Horizons - Trailer