William Blair Thinking Presents - Monthly Macro with Richard de Chazal (Sept 2023)
Listen now
Description
Housing, retail sales, and the Sahm Rule. Hear what macro analyst Richard de Chazal outlines in this latest Monthly Macro podcast, and what’s in store for the markets as we near a critical FOMC meeting next month.
More Episodes
Equity research analyst Ralph Schackart breaks down findings from his team’s quarterly digital advertising executive survey, including the continued improvement in confidence among advertising executives as it relates to go-forward budgeting, the increased importance of video and search in online...
Published 05/14/24
In this episode of William Blair Thinking Presents, macro analyst Richard de Chazal puts inflation and Fed rates under a microscope, explains the correlation between gold prices and bond yields, and discusses the Fed’s independence when it comes to policy changes during an election...
Published 04/30/24