Podcast Episodes
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Shutdown shadow
A 43‑day shutdown delayed U.S. GDP numbers, but the economy is still expected to be growing briskly. We look at why higher‑income Americans may final…
6 months, 1 week ago
Nvidia’s Meta match
A mystery‑priced chip deal between Meta and Nvidia boosts Big Tech. Geopolitical tensions push oil prices higher. And even with AI spending exploding…
6 months, 1 week ago
Changing of Lagarde
Christine Lagarde is reportedly considering an early exit as president of the European Central Bank. Meanwhile, Wall Street returns from its break wi…
6 months, 1 week ago
Wall Street wakes up
Global markets return from a quiet long weekend on a softer note, gold and oil ease as U.S.–Iran talks begin in Geneva, and slowing UK wage growth bo…
6 months, 1 week ago
Goldilocks zone
U.S. inflation edges toward the Fed’s target while Japan’s government faces weak growth that underscores its push for fresh stimulus. Meanwhile, ener…
6 months, 1 week ago
Week Ahead: Horse power
A global rotation shakes up markets as money moves from pricey growth stocks into value. U.S. GDP and Walmart results may reveal whether momentum can…
6 months, 1 week ago
Week in Review: Irreplaceable?
From legal tech to finance, AI anxiety spread fast this week after another startup claimed it could do the job of entire teams. Plus, a rosy U.S. job…
6 months, 1 week ago
AI phobia
Investors have turned from AI euphoria to AI paranoia, after one startup’s software demo sparked selloffs across insurance, logistics, and even Apple…
6 months, 2 weeks ago
Rate expectations
January’s blockbuster jobs report shattered the weak labor narrative and pushed expected Fed cuts further out. Add a CBO outlook with deeper deficits…
6 months, 2 weeks ago
Job jitters
Main Street is wobbling, from layoffs to weak retail sales. At the same time, TSMC reports blistering growth. Plus, a new AI tax‑management tool send…
6 months, 2 weeks ago