Mind the Macro

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.

This episode we talk about last week's FOMC rate cut and its implications for the future.

This episode we discuss the recent CPI and PPI data points as well as next week's FOMC meeting and how that will effect the future of the markets.

This episode we discuss this week's jobs report, rate cut expectations, and the Beige Book.

This week we discuss Jerome Powell's Jackson Hole speech, the annual jobs number revision, and recent housing data.