Notes on the Week Ahead

297 Episodes

1. Tariff Turmoil and Investment Strategy

   Published: 4/7/2025
2. Fiscal Fudge

   Published: 3/24/2025
3. The Wait and See Economy

   Published: 3/17/2025
4. The Trouble with Tariffs

   Published: 3/3/2025
5. The Implications of Slowing Population Growth

   Published: 2/24/2025
6. The Growth Drag from Policy Uncertainty

   Published: 2/18/2025
7. Europe: The Slow and Steady Train

   Published: 2/10/2025
8. The Investment Implications of the Trade War

   Published: 2/3/2025
9. White House Actions, Fed Reactions and Investing

   Published: 1/27/2025
10. The Big Picture on Debt, Deficits and Interest Rates

    Published: 1/21/2025
11. Interest Rates, Inflation and the Uncertainty Tax

    Published: 1/13/2025
12. Stability and Extremes

    Published: 1/6/2025
13. Reading Between the Lines (On the Direction of Monetary Policy)

    Published: 12/16/2024
14. Initial Conditions

    Published: 12/9/2024
15. Irish Lessons

    Published: 12/2/2024
16. Policy Changes and the Macro Outlook

    Published: 11/18/2024
17. The Investment Implications of the Republican Sweep

    Published: 11/11/2024
18. Finding Balance in a Broadening Expansion

    Published: 10/28/2024
19. The Deficit, the Election and Interest Rates

    Published: 10/14/2024
20. Four Banks and the Dollar

    Published: 10/8/2024