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Lots More on What Earnings Are Telling Us About Prices Now
Last year, Corbu managing director Samuel Rines came on Odd Lots to discuss what exactly companies were saying about why they were raising prices. Hi…
2 years, 1 month ago
The Quiet Revolution in How We Rescue Banks
A little less than a year ago, the US financial system was rocked by its first major banking drama since 2008. While the crisis was eventually contai…
2 years, 1 month ago
How a Second Trump Administration Could Upend US-China Relations
Back in 2016, Donald Trump campaigned on a platform that included a much harsher stance toward trade with China, and the US-China Trade War was a bi…
2 years, 1 month ago
How Surging US Oil Output Is Being Moved and Stored
US oil production has surged to an all-time record of more than 13 million barrels produced per day. But where's all that crude actually going? And h…
2 years, 2 months ago
NY Community Bancorp's Problems in the Rent-Stabilized Market
The last week saw a major plunge in shares of New York Community Bancorp after the company revealed challenges in its lending to multi-family residen…
2 years, 2 months ago
How Businesses Decide Exactly Where to Set Up Shop
We know that companies think carefully about where they open stores. They might look at things like how many people pass by the location on a day-to-…
2 years, 2 months ago
Lots More on Why Farmers Across Europe Are Furious
In France, the Netherlands, Germany, and Poland, we've seen a wave of protests recently from angry farmers. So what's driving the activity? On this e…
2 years, 2 months ago
How Global Shippers Are Dealing With a Worsening Red Sea Crisis
Attacks on ships in the Red Sea continue to escalate. What started with narrow strikes by Yemeni-based Houthi militants against Israel-linked vessels…
2 years, 2 months ago
Mark Cabana on the Fed, QT and Treasury Funding
It's a busy week for the bond market with a meeting of the Federal Reserve and the release of the US Treasury's quarterly refunding statement. While …
2 years, 2 months ago
Lots More with Claudia Sahm
This week on Lots More, we speak with Claudia Sahm, the former Federal Reserve economist and founder of Sahm Consulting, about the recent uptick in t…
2 years, 2 months ago