Mind the Macro

This week, we discuss the negative revisions to payrolls, higher student loan delinquencies, and latest GDP figures, and how the glut of negative news is impacting our market views.

In Episode 49, we discuss recent housing data pointing to a deteriorating outlook.

We discuss the recent CPI and PPI releases, lower universal tariff threats, and red flags in the Beige Book, housing market, and credit market.

This week we chat about mixed jobs numbers out for May and June and what the Fed Minutes tell us about their likely future actions.

This episode we talk about the US equity market recovery vs Europe and Asia. We also go into inflation numbers released this week and other consumer spending metrics over the last few months.

This week we chat about May inflation numbers, consumer confidence improving, and the interesting anomaly in Israel's strike on Iran.

This episode we talk about all the jobs numbers out this week as well as the Beige Book and the surprising Mag7 Q1 earnings.

This week we chat about consumer confidence, GDP forecasts, and the latest on inflation.

This episode we talk CPI, home sales numbers and what Trump's "Big Beautiful Bill" means for the US deficit.

This week we discuss the Fed's latest meeting and what is to come in the future.