All Episodes
Notes on the Week Ahead — 354 episodes · page 2 of 4
Wage War
Dot-Plot Danger and QT Limits
From Business Cycle to Stretched-Out Expansion
Japanese Lessons
The Investment Implications of the Migration Surge
The Pressures of a Full Employment Economy
Will Job Market Strength Delay the Inflation Slide?
Too Much Growth for Early Easing
A Thaw in Sentiment
Will Rising Federal Debt Force Rates Higher?
The Inflation Slide Looks Set to Continue
Balance Sheets and Resolutions
The Investment Climate
Winter Driving: Can the Economy Keep Growing into 2025?
The Remarkable Resilience of Corporate Margins
Falling Tensions in a Cooling Economy
Tracking the Inflation Slide
Slowdown Delayed; Cooldown Ahead of Schedule
The Addicted Consumer
Investing in World of Increasing Complexity
The Investment Implications of a Rising Federal Deficit
The View from the Top of Tightening Mountain
Worrying about Oil
Unemployment and Wage Inflation
Letter from Wyoming
Real Rates in the Long Run
Bull Market Investing
The Soft Landing Scenario
The Inflation Perfectionists
The Sin of Wages: A Last, Bad Excuse for Monetary Tightening
The Investment Implications of Consumer Gloom
Waiting for a Negative
The Recession Questions: Yes, No, When and How Bad?
Cooler Inflation and Slower Growth should Convert a Fed Skip into a Fed Pause
The Steady Normalization of the U.S. Labor Market
Sizing up the angles on Fed policy
Slow-Motion Slowdown
Debt-Ceiling Cliff Dancing
When Money Stops Talking
The Road Back to 2% Inflation
The Real Threat to Dollar Dominance
The Recessionary Price of a Faster Decline in Inflation
The Economic Impact of Banking Turmoil
The Investment Implications of a Demographic Bounce
Investing Beyond The Profit Squeeze
A Seasonal Surge (and its Implications for Jobs, Growth, Inflation and Rates)
The Lurking Slowdown
A Turning Point for the Economy
Debt-Ceiling Danger
Resolution and Confidence
The Challenged Consumer
The Investment Implications of the Oil Slide
Redhotnot – The Investment Implications of the Job Market Mosaic
The Investment Implications of the Housing Slump
Recession Risks: Standing on the Edge of a Swamp
The Market-Moving Menu of Data and Events
Lifting the Fog of Uncertainty on Growth, Inflation, Politics and Rates
The Monetary Implications of Fiscal Drag
The Slope of the Inflation Slide
The Recession that Didn’t Bark
The Scales of Fundamentals and Price
Why the Fed should worry less about sticky inflation (but probably won’t)
Job Openings, Recession Risks and Prospects for a Fed Reversal
The Investment Implications of Jackson Hole
A Line in the Sand on Inflation
The Global Inflation War
The Inflation Cold Front
Twists and Turns on the Road to a Better Investment Environment
From Allegro to Adagio: Growth, Inflation and the Fed
The Lag in the Drag
The Quiet Machinery of Repair
The Rollover Race between Growth and Inflation
Recession Risks and Investment Implications
The Keeping Cool Heads amidst Hot Inflation
The Investment Implications of Food and Energy Inflation
Growth? Inflation? Recession? Principles!
The Investment Implications of a Falling Budget Deficit
Slowing Growth and the Potential for an Extended Soft Landing
The Dollar in a World of Worries
Killing it Softly: How the Fed should Fight Inflation
The Economy and Markets after a First-Quarter Roller Coaster
Where have all the workers gone?
Small Paddle, Big Rapids: What the Economy Could Do to the Fed
Getting Going on Monetary Tightening
Ukraine and the U.S. Economy
The Financial Backdrop as Ukraine Waits and Worries
Ukraine: The Investment Implications of a Loser’s Game
Interest Rates: How High and How Fast?
Feddle
Housing and the Fed
The Recession Scenario
Shifting Fundamentals Still Point to Higher Rates
Pumping the Brakes on the U.S. Economy
The Fed turns more hawkish…for now
The Great Worker Shortage
The Investment Implications of Omicron
More Clarity and Less Stimulus from Washington
Why Inflation still looks mostly Transitory
Getting Back on the Recovery Track
The Pandemic and Financial Waves