Odd Lots
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Markets have staged an impressive bounce since the middle of June. Stocks are way up. Credit spreads have come in. Mortgage rates have tightened again. And long rates have mellowed out. So is the coast all clear? On this episode of the podcast, we speak with Pimco Group Chief Investment Officer...
Published 08/11/22
The multi-trillion dollar question for the US economy is “Can inflation drop to the Federal Reserve’s target without a substantial jump in the unemployment rate?” Everything is riding on this, as it informs the trajectory for the Fed and for growth in the near future. On this episode of the...
Published 08/08/22
Labor markets are considered to be "tight" right now, but wage growth continues to lag inflation. For decades, in fact, we've seen a steady decline in worker bargaining power, or labor's share of total income. So what would it take to turn this around? How can workers regain leverage? On this...
Published 08/04/22