The usual weekly news followed by a historical dive into the origin and history of tariffs.

Why long term interest rates are going up while the Fed is cutting.

October inflation readings and how to think about government debt

US Election and the FOMC November meeting

This week we discuss recent employment statistics, September's PCE numbers, and Q3 GDP.

This week we discuss the housing market, the Beige Book, and the un-inversion of the yield curve.

This week we're talking initial jobless claims, housing numbers, and our longer term view on the markets/economy.

This week we're talking inflation. Both CPI and PPI were released this week. We discuss what a higher-than-expected CPI number means and what to expect in the markets going forward.

This week we have Jerome Powell's latest public comments, the September employment report, and we're entering the next stage of the Fed rates balancing act.

This episode we talk about the latest PCE number, new home sales, and the Fed's upcoming balancing act.