Podcast Episodes
Back to SearchBrett Bolton on the 2024 Bond Market’s Tax and Regulatory Environment
Season 1 Episode 14
The bond market will be adapting to some new regulations this year while also keeping an eye on some new legislative proposals in the pipeline. With …
2 years, 6 months ago
The 2023 Year in Review
Season 1 Episode 13
2023 began with widespread recession forecasts, stubborn inflation, and slowing job growth. Despite higher interest rates, months of debt ceiling anx…
2 years, 6 months ago
Claudia Sahm on the Resilient yet Unpopular 2023 Economy
Season 1 Episode 12
With only a couple weeks left in 2023, the economy has managed to avoid a recession that one year ago seemed inevitable. Personal consumption has bee…
2 years, 7 months ago
Marc Goldwein on the Federal Budget Deficit
Season 1 Episode 11
The US Treasury recently increased the size of its securities auctions to help accommodate a widening Federal deficit. With the biggest pandemic stim…
2 years, 7 months ago
Annie Rothrock on the Semiconductor Microchip Industry
Season 1 Episode 10
A primary driver of early-pandemic inflation came from a shortage of semiconductor microchips, a technology essential to everyday items like automobi…
2 years, 8 months ago
Peter Hooper on Inflation Modeling in the Post-Pandemic Economy
Season 1 Episode 9
The Federal Reserve and many market analysts have been surprised by the inflation trajectory during the pandemic; first by the persistence and intens…
2 years, 8 months ago
Terry Belton on the Next Phase of the Bond Market
Season 1 Episode 8
The rise in nominal bond yields the last couple of years has reversed a nearly four-decade trend of falling yields prior to the pandemic. With inflat…
2 years, 9 months ago
Sophia Kearney-Lederman on Understanding the Fed’s Economic and Rate Projections
Season 1 Episode 7
Four times per year, the Federal Open Market Committee releases a Summary of Economic Projections that reports FOMC participants’ projections for the…
2 years, 9 months ago
Mike DeLisle on Asset Liability Management during this Tightening Cycle
Season 1 Episode 6
Banks use Asset Liability Management modelling, or ALM, to position for different interest rate scenarios and economic shocks. Rapid interest rate hi…
2 years, 10 months ago
Landon Williams on the Commercial Real Estate Landscape
Season 1 Episode 5
Commercial Real Estate has come into focus from shifting asset valuations and higher interest rates prompted by the pandemic economy. With bank balan…
2 years, 10 months ago