This week, we cover the latest signal from earnings, and we go toe-to-toe with the KC Fed on household balance sheets

The Week in Review (0:36) — AI-related stocks soar on strong earnings while consumers tighten their belts

The Week Ahead (4:11) — The Beige Book will bring the latest signal from the real economy

The Spotlight (5:01) — Why it’s wrong to think that a “record” low debt-to-income ratio means households can keep spending

Canada Corner (8:38) — Another promising inflation report out of Canada

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