Notes on the Week Ahead

297 Episodes

1. The Right Time to Cut Rates

   Published: 4/8/2024
2. Wage War

   Published: 3/25/2024
3. Dot-Plot Danger and QT Limits

   Published: 3/18/2024
4. From Business Cycle to Stretched-Out Expansion

   Published: 3/11/2024
5. Japanese Lessons

   Published: 3/4/2024
6. The Investment Implications of the Migration Surge

   Published: 2/26/2024
7. The Pressures of a Full Employment Economy

   Published: 2/20/2024
8. Will Job Market Strength Delay the Inflation Slide?

   Published: 2/5/2024
9. Too Much Growth for Early Easing

   Published: 1/29/2024
10. A Thaw in Sentiment

    Published: 1/22/2024
11. Will Rising Federal Debt Force Rates Higher?

    Published: 1/16/2024
12. The Inflation Slide Looks Set to Continue

    Published: 1/10/2024
13. Balance Sheets and Resolutions

    Published: 1/2/2024
14. The Investment Climate

    Published: 12/12/2023
15. Winter Driving: Can the Economy Keep Growing into 2025?

    Published: 12/5/2023
16. The Remarkable Resilience of Corporate Margins

    Published: 11/27/2023
17. Falling Tensions in a Cooling Economy

    Published: 11/13/2023
18. Tracking the Inflation Slide

    Published: 11/6/2023
19. Slowdown Delayed; Cooldown Ahead of Schedule

    Published: 10/30/2023
20. The Addicted Consumer

    Published: 10/23/2023