Episodes
This week we discuss the housing market, the Beige Book, and the un-inversion of the yield curve.
Published 10/25/24
This week we're talking initial jobless claims, housing numbers, and our longer term view on the markets/economy.
Published 10/18/24
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.
Published 10/11/24
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.
Published 10/04/24
This episode we talk about the latest PCE number, new home sales, and the Fed's upcoming balancing act.
Published 09/27/24
This episode we talk about last week's FOMC rate cut and its implications for the future.
Published 09/23/24
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.
Published 09/13/24
This episode we discuss this week's jobs report, rate cut expectations, and the Beige Book.
Published 09/06/24
This week we discuss Jerome Powell's Jackson Hole speech, the annual jobs number revision, and recent housing data.
Published 08/29/24
We discuss this week's market recovery and economic releases: PPI, CPI and Retail Sales.
Published 08/15/24
This episode we discuss the recent market selloff, the carry trade, and the importance of the Federal Reserve.
Published 08/07/24
This week we discuss the labor markets and the July FOMC meeting.
Published 08/02/24
This episode we discuss this week's GDP release, June PCE, and new and existing home sales.
Published 07/26/24
This week we discuss the Beige Book, US Retail Sales, various homebuilding indicators, and how the markets did over the last week.
Published 07/19/24
This week we talk about Jerome Powell speaking before Congress, last week's employment report, and this week's CPI release.
Published 07/12/24
This week we talk about job openings, manufacturing and the yield curve.
Published 07/02/24
An update on the macroeconomic releases for the week ending June 28th
Published 07/01/24
This episode catches the listener up on recent macroeconomic history to prepare for discussing what is going on today in future episodes.
Published 06/28/24
An introduction to the Mind the Macro podcast.
Published 06/28/24