In this episode, we discuss signs of stability in the economy, reflections on the long-term implications of higher rates, and the impact of Taylor Swift on the economy.

The episode is based on yesterday's newsletter which is available on Substack.

Ticking Up

A transcript of this podcast, with relevant images and quotes, is available for all subscribers after the show notes below. Our podcast is available on Apple Podcasts, Spotify, Google Podcasts, YouTube, and Amazon Music.

Show Notes

00:00:00 Introduction

00:01:39 Inflation has Peaked

00:02:20 A Tepid China

00:04:48 Capital Markets Are Healing

00:06:19 Adjusting to A New World of Higher Rates

00:09:05 The Taylor Swift Effect

00:10:40 Conclusion

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit thetranscript.substack.com/subscribe