Podcast Episodes
Back to SearchThe Right Time to Cut Rates
Episode 256
Next Monday, I once again get to lace up my shoes and join my friends from the Dana-Farber team in running the Boston Marathon. This year will be pa…
2 years, 7 months ago
Wage War
Episode 255
When I was nine, my father was elected to the Irish parliament and joined the new government. Not long after that, my history teacher, a man of the …
2 years, 7 months ago
Dot-Plot Danger and QT Limits
Episode 254
This week, investors will be focused on the Fed’s second Federal Open Market Committee (FOMC) meeting of the year. They are widely expected to make …
2 years, 7 months ago
From Business Cycle to Stretched-Out Expansion
Episode 253
Financial reporters and market strategists often argue about whether we are “early-cycle”, “mid-cycle” or “late-cycle”. However, these perspectives …
2 years, 8 months ago
Japanese Lessons
Episode 252
On Friday, December 29th, 1989, the Nikkei 225 stock index hit an all-time high of 38,957. It then began to fall and it took until February 22nd of …
2 years, 8 months ago
The Investment Implications of the Migration Surge
Episode 251
In last week’s article and podcast, I looked at the potential path for the U.S. economy over the next two years, noting that the outlook suggested a …
2 years, 8 months ago
The Pressures of a Full Employment Economy
Episode 250
I spent most of last week fighting with a model.
Before anyone starts googling “Nerdy Economist in Fashion Week Brawl”, I should clarify. I was fig…
2 years, 8 months ago
Will Job Market Strength Delay the Inflation Slide?
Episode 249
I think of myself as a pretty punctual person. I get impatient when others are late and I don’t give myself much time to spare when catching a fligh…
2 years, 9 months ago
Too Much Growth for Early Easing
Episode 248
This Friday, the groundhog will emerge unwillingly from his lair, examine the available evidence, that is to say, the presence or absence of his shad…
2 years, 9 months ago
A Thaw in Sentiment
Episode 247
Last Friday, as much of America was settling in for the coldest weekend of the year, the University of Michigan released its preliminary January read…
2 years, 9 months ago