Mind the Macro

This week we discuss the Q1 GDP release although with the latest jobs report and inflation numbers.

This episode we focus on China and the current trade tensions. How big of a trading partner is the US for China and vice versa.

This episode we're talking about the 90-day pause that was just put on tariffs and the market reaction.

This week we talk about the new tariffs and their possible impact on the economy going forward.

This week to discuss new home sales, consumer confidence, and possible future GDP numbers.

This week we chat about February housing numbers and the latest FOMC meeting.

We discuss the recent drop in the stock market, some inflation numbers out this week, and the labor market still going strong.

In this episode we chat about the latest US Jobs report, unemployment, the Beige Book, and the Atlanta Fed's GDPNow forecast.

This week we discuss the latest housing numbers, University of Michigan's consumer sentiment index, and the minutes from January's FOMC meeting.

We chat about recently released inflation numbers (January CPI and PPI) as well as an event we recently attended with a PIMCO economist.