Mind the Macro
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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