Podcast Episodes
Back to Search
With Tariffs in Place, Jobs Focus Returns
Episode 883
Today's March nonfarm payrolls report is expected to show growth of 130,000 and unemployment of 4.1%. The market is still grappling with Trump's tari…
1 year, 5 months ago
After Tariff News, Investors Digest Policy Plans
Episode 882
Stocks rallied into yesterday's tariff announcement, and investors are digesting the news and trying to sense how it will affect the economy. Jobless…
1 year, 5 months ago
Tariff Day Dawns with Investors Hoping for Clarity
Episode 881
Today's 3 p.m. tariff announcement could provide more clarity around proposed trade barriers but won't necessarily end all uncertainty. ADP March job…
1 year, 5 months ago
Jobs, Manufacturing Data Await After Late Comeback
Episode 880
Job openings and ISM Manufacturing are highlights today after stocks clawed back Monday in a rally that didn't include major tech names. The tariff a…
1 year, 5 months ago
Inflation Fears, Declining Sentiment Sink Equities
Episode 879
A slightly hot inflation reading and a big drop in a consumer sentiment survey sent equity indexes down about 2% Friday, ahead of more pending uncert…
1 year, 5 months ago
Markets Slightly Down Ahead of February PCE Data
Episode 878
Equities moved slightly lower Wednesday as investors digested the latest tariff news while also awaiting new inflation data from the February PCE rep…
1 year, 5 months ago
More Trump Tariffs Cause Stocks to Skid
Episode 877
News that President Trump was planning on announcing new tariffs on autos after the market close, prompted a pullback. St. Louis Fed President Musale…
1 year, 6 months ago
Confidence Wanes Among Consumers and Services
Episode 876
Consumer confidence falls along with services outlook, but a divergence between soft data and hard data may assuage fears. Mixed real estate data isn…
1 year, 6 months ago
Munis Maybe the Play for Bond Investors
Episode 875
As stocks rallied, bonds sold off, but the munis could be the next play for bond investors. The S&P 500 battles a pivotal technical point.
Important D…
1 year, 6 months ago
Central Bank Cuts Don’t Signal Recession
Episode 874
The trend for central banks is to cut rates but that doesn’t mean a recession is near. But it also doesn’t mean GDP is growing very much.
Important Di…
1 year, 6 months ago