October inflation readings and how to think about government debt

US Election and the FOMC November meeting

This week we discuss recent employment statistics, September's PCE numbers, and Q3 GDP.

This week we discuss the housing market, the Beige Book, and the un-inversion of the yield curve.

This week we're talking initial jobless claims, housing numbers, and our longer term view on the markets/economy.

This week we're talking inflation. Both CPI and PPI were released this week. We discuss what a higher-than-expected CPI number means and what to expect in the markets going forward.

This week we have Jerome Powell's latest public comments, the September employment report, and we're entering the next stage of the Fed rates balancing act.

This episode we talk about the latest PCE number, new home sales, and the Fed's upcoming balancing act.

This episode we talk about last week's FOMC rate cut and its implications for the future.

This episode we discuss the recent CPI and PPI data points as well as next week's FOMC meeting and how that will effect the future of the markets.

This episode we discuss this week's jobs report, rate cut expectations, and the Beige Book.

This week we discuss Jerome Powell's Jackson Hole speech, the annual jobs number revision, and recent housing data.

We discuss this week's market recovery and economic releases: PPI, CPI and Retail Sales.

This episode we discuss the recent market selloff, the carry trade, and the importance of the Federal Reserve.

This week we discuss the labor markets and the July FOMC meeting.

This episode we discuss this week's GDP release, June PCE, and new and existing home sales.

This week we discuss the Beige Book, US Retail Sales, various homebuilding indicators, and how the markets did over the last week.

This week we talk about Jerome Powell speaking before Congress, last week's employment report, and this week's CPI release.

This week we talk about job openings, manufacturing and the yield curve.

An update on the macroeconomic releases for the week ending June 28th