All episodes
The Stagflation Scare
Facing Reality on Growth and Inflation
The American Consumer: Still Ready to Drive the Recovery
Haircuts and Roulette Wheels: Are we “Due” for a Correction?
Washington games and their consequences for risks, taxes, stimulus and investing
Speedbumps on the Road to Recovery
Monetary and Fiscal Timetables
The Profits Wave
The Investment Implications of a Mutating Economy
New Palette Same Picture
The Variants and the Vaccines
Speeding More Slowly
After the Storm
The Season of Supercharged Demand
Why the Bond Market is Ignoring Inflation
The Fed’s Forecasts
The Evolving Expansion
U.S. Housing - Booming not Bubbling
Midterm Report Card
The Jobs Mosaic and the Outlook for Interest Rates
The Washington Menu
Commodities and the Risk of Inflation
Inflation, Taxes and the Need for Mindful Investing
Double-Dose
The Calm before the Surge
Runway for the Rotation
Time for a Fed Change of Tune
Boil then Simmer
Interest Rates and Equities in a Strengthening Economy
Interest Rates in an Early Spring
Investing With a Lead
A New Year for China
The Race to Full Employment
The Pandemic Crisis and the Policy Reaction
The Investment Implications of Biden Rescue Plan
The Price of Partisanship
The Investment Implications of the Stimulus Deal
What the Fed Can’t Fix
The Need for Support more than Stimulus
The Investment Implications of a Falling Dollar
The Winter Wave and the 2021 Rebound
A Long-Term Perspective on Investing
Mapping out the road ahead
Recovery Realities
Reversing the Population Pause
The Fed’s Timetable
The Investment Implications of a Contested Election
The Problem with MMT
The Pandemic Marathon
An Exuberant Rally in an Incomplete Recovery
Average-Inflation Targeting in a Washington without Hawks
The Human Implications of the Washington Stalemate
The Investment Implications of the Coronavirus Debt Surge
The View from the Base of Recovery Mountain
An Antidote to Risk
The Backroads of Economic Recovery
The Investment Implications of a Rolling-Wave Pandemic
Risks to the Market
The Patchwork Quilt
Patterns of Recession
Lessons from East Asia
Inflation risks in the wake of the pandemic
The Road to Recovery
Why the stock market isn't more worried
The Investment implications of the CARES act
Holding an economy in suspended animation
The Investment Implications of COVID-19 ; an update
The year of the virus
When Markets drift apart
Adjusting strategy for slower growth
Virus
Getting to 21 without going bust
Stable Growth, Fading Risks and Rising Valuations
Understanding Underreaction
Hot and Cold Wars
A Turning Point in Trade Turmoil
Holding pattern
Extra Toothpaste in the Tube: The Remarkable Elasticity of U.S. Labor Supply
Giving Thanks and Planning Ahead
Fiscal Truth and Investment Consequences
The Inflation Corridor
A Sudden Change in Seasons: Investing in a Slower-Growing Economy
Jigsaw
The Problem with Profits
Winning Ugly
Close Calls
2020 Vision and Political Distortions
Why the Fed shouldn’t cut rates on Wednesday (but probably will)
Recession or Resilience: The Hiring Tiebreaker
Filling in the Demographic Pothole
The Message from the Yield Curve
Investing for the Middle Run
The Investment Challenge from Washington Policies
New Brush Strokes for the Big Picture
Summer Sequels
The Investment Implications of Excessive Stimulus
Chairman Powell’s Message
Can the Fed stop at just two rate cuts?
Schrodinger’s Market
The Fed Shows its Hand