All Episodes

Payrolls and Patience

The Narrow Road Ahead

Behind Blue Skies

Dancing in the Dark

All That Glisters Is Not Gold

Flows over Fundamentals

The Gathering Storm

Inflation, Iran, and the Fed That Cannot Cut

Oil's Whiplash and Stagflation's Squeeze

Inflation, Iran and the Ghost of Executive Life

Inflation Intensifies Amid Credit Cracks

Stagflation Creeps Back Into View

Markets Catch On to the One Legged Stools

Earnings Beat, Shares Retreat

More Red Flags

Beneath the CPI Calm

More Questions Than Answers

Lies, Damned Lies, and Statistics

The Monetary Mission Impossible

Strengthening Signs of Stagflation

Double Trouble: Payrolls and Processors (Nov 21 Episode)

Stress Rising in the Shadows (Nov. 14 episode)

Signs of Weakness in the Shutdown Fog

Losing Steam

The Bear Narrative: The Fast After the Feast

The Beige and the Bruised

Toil and Trouble

Weakness in the Labor Market: Confirmed!

Mixed Signals: Housing & Regional Fed Presidents

Highs that Haunt: Margin and Markets

Rising Inflation and Unemployment

Dousing the Spinnaker: Removing Risk from the Portfolio (September 5, 2025)

Powell Pivot: August 28, 2025

Dear Chair Powell - Are you Listening?

Signs of a Slowdown But Still Too Early to Sell

Negative News Dominates the Headlines

Housing Crunch

Higher Inflation, Lower Uncertainty

Jobs Numbers and Fed Minutes

Market Recovery

Inflation Stays Low Despite Tariffs

Jobs Numbers

Consumer Confidence Jumps

Big Beautiful Bill

The Fed's Holding Pattern

A Slowing Economy

China Showdown

A Tariff Pause

Liberation Day

GDP and Trade Balances

The Fed Holds

Market Volatility

Slowing but Growing

Politicized Consumer Sentiment

Inflation Surprises Again

Rising Inflation Expectations

January FOMC Meeting

Strong Consumer?

2025 Outlook

Fed Cuts in December

Modern Day Tariffs

Tariffs

Housing Numbers & Quantitative Easing

Inflation & Debt

Transitory is Back

Weekly Update - Nov 1

Weekly Update - October 25

Weekly Update - October 18

Weekly Update - October 11

Weekly Update - Oct 4

Weekly Update - Sept 27

Weekly Update - Sept 23

Weekly Update - Sept 13

Weekly Update - Sept 6

Weekly Update - August 29

Weekly Update - August 15

Weekly Update - August 7

Weekly Update - August 2

Weekly Update - July 26

Weekly Update - July 19

Weekly Update - July 12

Weekly Update - July 2

Weekly Update - June 28

Historical Background

Introduction