Podcast Episodes
Back to SearchWho’s backing Bullard?, “Money Illusion”, and Wings & Inflation 2/22/23
St. Louis Fed President James Bullard just reiterated his call to hike rates north of 5% to beat inflation. How many other Fed officials agree? We’ll…
2 years, 10 months ago
From the Desk of Kelly Evans: The stimulus is still happening 2/22/23
Kelly explains why Covid-era stimulus spending is still effecting consumers & the economy today.
2 years, 10 months ago
State of the Consumer, Bet on the Bulls, and Rates, Retail & Risk-On 2/21/23
Walmart & Home Depot have both given disappointing outlooks for the year. Walmart’s CFO warns the consumer is “very pressured.” We’ll speak with an e…
2 years, 10 months ago
From the Desk of Kelly Evans: Do rates need to go much (much) higher? 2/21/23
Kelly explains why the recent market rally shouldn’t be taken lightly.
2 years, 10 months ago
From the Desk of Kelly Evans: The long, long wait for recession 2/17/23
Kelly explains why just because it’s taking a while, doesn’t mean a recession is off the table.
2 years, 10 months ago
From the Desk of Kelly Evans: What is the CPI report telling us? 2/17/23
Kelly digs into the details of the latest inflation report.
2 years, 10 months ago
From the Desk of Kelly Evans: Why haven't there been more blowups? 2/17/23
Kelly highlights how data continues to hold up relatively well, despite the Fed’s massive tightening strategy.
2 years, 10 months ago
The Fed’s Next Move, Buy The Dip?, and “Shop or Drop” 2/17/23
Is a half point rate hike now in play? Two Fed officials are making the case for it. But one of our guests says things aren’t as strong as they seem.…
2 years, 10 months ago
From the Desk of Kelly Evans: The State of the Union 2/16/23
Kelly highlights some encouraging things happening in the economy in the long-term.
2 years, 10 months ago
Taking A Breather, “Volmageddon 2.0,” and 3 Rates & The Consumer 2/16/23
Inflation is still hot. Labor is still tight. Housing is firmer than expected, and manufacturing is doing worse. The markets are taking a breather as…
2 years, 10 months ago