Podcast Episodes
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From the Desk of Kelly Evans: The Fed pause is nearly at hand 1/12/23
Kelly explains how a Fed policy pivot could be just around the corner.
3 years ago
Fed vs. Markets, “Lost Its Way”, and the Bank Barometer 1/12/23
Is a Fed pause now just around the corner? Markets already seem to be coming to that conclusion, and now some FOMC members are signaling it too. We’l…
3 years ago
From the Desk of Kelly Evans: Here comes the headfake 1/12/23
Kelly explains why the Fed might not be as hawkish as it seems to be.
3 years ago
FTX Fallout, Bailing on a Bailout, and an “Extraordinary” Outage 1/11/23
FTX is back in bankruptcy court today, as company lawyers claim they’ve recovered over $5 billion worth of ‘liquid’ assets. But that still leaves the…
3 years ago
From the Desk of Kelly Evans: Do they see what we see? 1/10/23
Kelly opines on the Fed’s difficult balancing act for 2023.
3 years ago
Data Disconnect, Pockets of Opportunity, and Taking (A.I.)M 1/10/23
Inflation is receding. Jobs & GDP are growing. Even jobless claims are relatively low. And yet, yield curves are flashing a huge warning sign that a …
3 years ago
Fed Faux Pas?, Policy Problems, and Far To Fall? 1/9/23
Despite myriad signs the economy is slowing, the Fed remains on a pre-set hawkish course. So should they switch and start pausing rate hikes? We’ll …
3 years ago
Job Market Relief, Biogen’s Big Bet, and Stop Trying to Beat the Market! 1/6/23
Stocks rallying after wages in December grew at a slower than expected rate. We dig into what it means for the Fed and your money. The FDA expected t…
3 years ago
From the Desk of Kelly Evans: The end of FA(A)NG 1/4/23
Kelly explains why the FANG trade has finally fizzled out.
3 years ago
Fed Minutes on Deck, DC Dysfunction, and a Stock Picker’s Dream? 1/4/23
It’s the countdown to the Fed Minutes and everyone is wondering whether there will be signs of a fracture about what the Fed should do next. We’ll ge…
3 years ago