Notes on the Week Ahead

297 Épisodes

1. The Investment Implications of the Wealth Surge

   Publié: 30/09/2024
2. The Investment Implications of a $769,900,000,000 Mistake

   Publié: 23/09/2024
3. Previewing the Fed: Easy Does It

   Publié: 16/09/2024
4. The Jobs Mosaic

   Publié: 09/09/2024
5. Demographics, Debt, the Dollar and Apocalyptic Assets

   Publié: 03/09/2024
6. Jackson Hole and the Speed of Fed Easing

   Publié: 19/08/2024
7. The Outlook for Housing in a Macro Game of Inches

   Publié: 12/08/2024
8. The Slowdown Scenario

   Publié: 05/08/2024
9. Concentration Risk as the Fed gets Ready to Cut

   Publié: 29/07/2024
10. Is 4.1% Unemployment a Recession Warning?

    Publié: 08/07/2024
11. Expansion on Broadway

    Publié: 24/06/2024
12. Risks and Exposure

    Publié: 17/06/2024
13. The Wide and Foggy Road

    Publié: 10/06/2024
14. The Normalization of an Abnormal Job Market

    Publié: 03/06/2024
15. The Causes and Consequences of Gloom and Doom

    Publié: 28/05/2024
16. The Investment Implications of the Federal Debt: An Update

    Publié: 13/05/2024
17. Commercial Real Estate: Macro Risk or Investment Opportunity?

    Publié: 06/05/2024
18. The Right Track

    Publié: 29/04/2024
19. The Causes and Consequences of More Volatile Bonds

    Publié: 22/04/2024
20. The Dollar Dynasty

    Publié: 15/04/2024