Notes on the Week Ahead

262 Episodes

1. The Steady Normalization of the U.S. Labor Market

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

    Published: 12/19/2022
18. The Investment Implications of the Oil Slide

    Published: 12/12/2022
19. Redhotnot – The Investment Implications of the Job Market Mosaic

    Published: 12/5/2022
20. The Investment Implications of the Housing Slump

    Published: 11/22/2022