Podcast Episodes
Back to Search
America's Inflation Problem Just Got Harder to Explain Away
Episode 802
Today's inflation report did not deliver a disaster, but confirmation that prices are still rising too fast, at exactly the wrong time. While headlin…
5 months, 2 weeks ago
AI Bulls Face a Busy Week
Episode 801
Investors face a crowded calendar in the week ahead: a stalled U.S.-Iran peace effort, oil above $100 a barrel, fresh inflation data, a high-stakes m…
5 months, 2 weeks ago
Wall Street: No Relief in the Data
Episode 800
This morning's US data gave investors a familiar problem: inflation remains sticky, wage growth looks firm, and the labor market appears too strong f…
5 months, 3 weeks ago
Wall Street's Wednesday Test Is Bigger Than Tech
Episode 799
Wall Street enters Wednesday with a full plate: the Federal Reserve is expected to hold interest rates steady, Jerome Powell is preparing what should…
5 months, 4 weeks ago
Wall Street's Rally Looks More Fragile as Inflation Risks Build
Episode 798
Tuesday's session will test a market that has rallied despite little improvement in the risks around it. The conflict with Iran is still keeping pres…
5 months, 4 weeks ago
Wall Street's High-Wire Week
Episode 797
Monday's session is the opening act of what may be one of the most consequential weeks of the year for U.S. markets. The Federal Reserve meets on Wed…
6 months ago
The Market's Supercycle and the Side Effects
Episode 796
Wall Street is trying to regain its footing after a recent rebound began to lose some force. The S&P 500 and Europe's Stoxx 600 have risen in only on…
6 months ago
Have Iran Fears Finally Caught Up with Wall Street?
Episode 795
Futures are down this morning after a strong rally. Is this just a breather, or are investors starting to confront the possibility that even a shaky …
6 months ago
Risk On, Reality Off
Episode 794
On Wall Street, stock futures rose this morning as investors tried to shake off another bout of Middle East anxiety. The immediate excuse for optimis…
6 months ago
Wall Street Eyes Warsh
Episode 793
The U.S. and Iran are still wobbling between negotiation and confrontation, and the ceasefire is about to expire. Headlines have flipped so quickly f…
6 months ago