Podcast Episodes
Back to SearchSunday, June 22nd. Policy: So much for data dependence.
Episode 292
Recent data, including negative first-quarter GDP growth, rising initial jobless claims, and declining consumer inflation, suggests a case for a rate…
1 year, 4 months ago
Sunday, June 15th. A slowdown, but no signs of stopping.
Episode 291
On Friday morning, news of Israel's strike on Iran greeted most, heightening investor concerns. In line with historical trends, bond yields have drop…
1 year, 4 months ago
Sunday, June 8th. Beige book blues?
Episode 290
The Federal Reserve's Beige Book reported a slight decline in economic activity, a phrase last used in November 2023, which foreshadowed the economic…
1 year, 4 months ago
Sunday, June 1st. Growth: An emotional rollercoaster.
Episode 289
In this episode, hosts Dave Spano and Brian Jacobsen break down the Week-in-Review. Consumer confidence rebounded in May, boosted by lower tariffs on…
1 year, 4 months ago
Sunday, May 25th. Eat the price increases?
Episode 288
Different companies adopt varied strategies in response to tariffs, showcasing the strength of capitalism. However, investors face the challenge that…
1 year, 4 months ago
Sunday, May 18th. Nicely done, S&P
Episode 287
Q1 earnings season is in full swing, with S&P 500 earnings growth surpassing expectations, rising 13.4% year-over-year against the Street’s forecast …
1 year, 5 months ago
Sunday, May 11th. Bessent's Switzerland mission.
Episode 286
While a UK deal progresses, trade tensions with China take center stage as Treasury Secretary Scott Bessent heads to Switzerland this weekend for ear…
1 year, 5 months ago
Sunday, May 4th. Growth: From pull-forward to fall-off.
Episode 285
The first quarter saw gross domestic product (GDP) dip by 0.3% on an annualized basis, translating to a modest quarterly decline of about 0.07%—essen…
1 year, 5 months ago
Sunday, April 27th. Big macro data sheds light on the outlook.
Episode 284
Container traffic from China to the US is slowing sharply, and retailers like Walmart, Target, and Home Depot warned of possible empty shelves. The F…
1 year, 5 months ago
Sunday, April 20th. Retail sales pop. For now.
Episode 283
U.S. retail sales soared 1.4% in March, driven by a 5.3% spike in motor-vehicle purchases as consumers rushed to beat looming 25% auto tariffs and ri…
1 year, 6 months ago