Notes on the Week Ahead

245 Episodes

1. Waiting for a Negative

   Published: 6/27/2023
2. The Recession Questions: Yes, No, When and How Bad?

   Published: 6/20/2023
3. Cooler Inflation and Slower Growth should Convert a Fed Skip into a Fed Pause

   Published: 6/12/2023
4. The Steady Normalization of the U.S. Labor Market

   Published: 5/30/2023
5. Sizing up the angles on Fed policy

   Published: 5/22/2023
6. Slow-Motion Slowdown

   Published: 5/15/2023
7. Debt-Ceiling Cliff Dancing

   Published: 5/1/2023
8. When Money Stops Talking

   Published: 4/24/2023
9. The Road Back to 2% Inflation

   Published: 4/17/2023
10. The Real Threat to Dollar Dominance

    Published: 4/10/2023
11. The Recessionary Price of a Faster Decline in Inflation

    Published: 3/28/2023
12. The Economic Impact of Banking Turmoil

    Published: 3/20/2023
13. The Investment Implications of a Demographic Bounce

    Published: 3/6/2023
14. Investing Beyond The Profit Squeeze

    Published: 2/27/2023
15. A Seasonal Surge (and its Implications for Jobs, Growth, Inflation and Rates)

    Published: 2/22/2023
16. The Lurking Slowdown

    Published: 2/6/2023
17. A Turning Point for the Economy

    Published: 1/23/2023
18. Debt-Ceiling Danger

    Published: 1/17/2023
19. Resolution and Confidence

    Published: 1/3/2023
20. The Challenged Consumer

    Published: 12/19/2022