Notes on the Week Ahead

297 Episodes

1. The Investment Implications of the Wealth Surge

   Published: 9/30/2024
2. The Investment Implications of a $769,900,000,000 Mistake

   Published: 9/23/2024
3. Previewing the Fed: Easy Does It

   Published: 9/16/2024
4. The Jobs Mosaic

   Published: 9/9/2024
5. Demographics, Debt, the Dollar and Apocalyptic Assets

   Published: 9/3/2024
6. Jackson Hole and the Speed of Fed Easing

   Published: 8/19/2024
7. The Outlook for Housing in a Macro Game of Inches

   Published: 8/12/2024
8. The Slowdown Scenario

   Published: 8/5/2024
9. Concentration Risk as the Fed gets Ready to Cut

   Published: 7/29/2024
10. Is 4.1% Unemployment a Recession Warning?

    Published: 7/8/2024
11. Expansion on Broadway

    Published: 6/24/2024
12. Risks and Exposure

    Published: 6/17/2024
13. The Wide and Foggy Road

    Published: 6/10/2024
14. The Normalization of an Abnormal Job Market

    Published: 6/3/2024
15. The Causes and Consequences of Gloom and Doom

    Published: 5/28/2024
16. The Investment Implications of the Federal Debt: An Update

    Published: 5/13/2024
17. Commercial Real Estate: Macro Risk or Investment Opportunity?

    Published: 5/6/2024
18. The Right Track

    Published: 4/29/2024
19. The Causes and Consequences of More Volatile Bonds

    Published: 4/22/2024
20. The Dollar Dynasty

    Published: 4/15/2024