Notes on the Week Ahead

297 Episodes

1. Killing it Softly: How the Fed should Fight Inflation

   Published: 4/25/2022
2. The Economy and Markets after a First-Quarter Roller Coaster

   Published: 4/12/2022
3. Where have all the workers gone?

   Published: 4/5/2022
4. Small Paddle, Big Rapids: What the Economy Could Do to the Fed

   Published: 3/23/2022
5. Getting Going on Monetary Tightening

   Published: 3/14/2022
6. Ukraine and the U.S. Economy

   Published: 3/7/2022
7. The Financial Backdrop as Ukraine Waits and Worries

   Published: 2/22/2022
8. Ukraine: The Investment Implications of a Loser’s Game

   Published: 2/14/2022
9. Interest Rates: How High and How Fast?

   Published: 2/7/2022
10. Feddle

    Published: 1/31/2022
11. Housing and the Fed

    Published: 1/24/2022
12. The Recession Scenario

    Published: 1/18/2022
13. Shifting Fundamentals Still Point to Higher Rates

    Published: 1/10/2022
14. Pumping the Brakes on the U.S. Economy

    Published: 1/3/2022
15. The Fed turns more hawkish…for now

    Published: 12/13/2021
16. The Great Worker Shortage

    Published: 12/6/2021
17. The Investment Implications of Omicron

    Published: 11/29/2021
18. More Clarity and Less Stimulus from Washington

    Published: 11/22/2021
19. Why Inflation still looks mostly Transitory

    Published: 11/15/2021
20. Getting Back on the Recovery Track

    Published: 11/8/2021