Podcast Episodes
Back to SearchNew Highs, Softer Inflation, and a Fed on Hold
Episode 223
Markets moved higher this week as inflation data came in largely in line with expectations and concerns about additional Federal Reserve tightening e…
2 months, 2 weeks ago
Slip Slidin’ Away: Jobs Growth Slips into Negative Territory
Episode 222
This week’s discussion focused on a mixed set of labor market signals, highlighted by an unexpected decline in July nonfarm payrolls and a lower unem…
2 months, 3 weeks ago
Sounds of Silence: What the Fed Isn’t Saying Matters Most
Episode 221
This week’s discussion focuses on the Federal Reserve’s latest meeting, persistent inflation pressures, and what a more data dependent policy approac…
3 months ago
Oil, Inflation, and the Fed’s Next Move
Episode 220
This week’s discussion focused on the resurgence of inflation concerns as escalating tensions involving Iran and disruptions to global energy flows p…
3 months, 1 week ago
Crazy Train: The Economy Keeps Rolling Down the Tracks
Episode 219
This week’s discussion focused on encouraging inflation data, steady consumer spending, and the market implications of continued AI-driven investment…
3 months, 2 weeks ago
Fed Focus Shifts as Inflation Stays Sticky
Episode 218
This week’s discussion focused on a labor market that is cooling but still stable, renewed geopolitical risk tied to oil prices, and a Federal Reserv…
3 months, 2 weeks ago
Fed Reset, Inflation Pressures and a Broader Market Story
Episode 217
Markets recalibrate as the Federal Reserve signals a more hawkish stance under new leadership, shifting expectations away from rate cuts and toward p…
4 months ago
A New Fed Era Begins as Inflation Lingers and Markets Broaden
Episode 216
Markets ended the week balancing persistent inflation data, evolving Fed expectations, and shifting equity leadership. CPI and PPI both surprised to …
4 months, 2 weeks ago
Cracks in the AI Trade, a Strong Jobs Print, and the Summer Fed Watch
Episode 215
This week’s conversation points to an economy that is still expanding, but with a market narrative that may be shifting. Manufacturing and services r…
4 months, 3 weeks ago
The Rally Rolls On as Risks Start to Build
Episode 214
Markets are navigating a complex mix of persistent inflation, steady growth, and evolving Fed leadership. Recent data shows elevated PCE inflation al…
5 months ago