Mind the Macro

The Fed's Holding Pattern 08.05.2025 24:34 ↓

This week we discuss the Fed's latest meeting and what is to come in the future.

A Slowing Economy 02.05.2025 22:03 ↓

This week we discuss the Q1 GDP release although with the latest jobs report and inflation numbers.

China Showdown 17.04.2025 32:37 ↓

This episode we focus on China and the current trade tensions. How big of a trading partner is the US for China and vice versa.

A Tariff Pause 09.04.2025 24:35 ↓

This episode we're talking about the 90-day pause that was just put on tariffs and the market reaction.

Liberation Day 05.04.2025 41:12 ↓

This week we talk about the new tariffs and their possible impact on the economy going forward.

GDP and Trade Balances 27.03.2025 20:27 ↓

This week to discuss new home sales, consumer confidence, and possible future GDP numbers.

The Fed Holds 21.03.2025 21:01 ↓

This week we chat about February housing numbers and the latest FOMC meeting.

Market Volatility 14.03.2025 19:11 ↓

We discuss the recent drop in the stock market, some inflation numbers out this week, and the labor market still going strong.

Slowing but Growing 08.03.2025 23:37 ↓

In this episode we chat about the latest US Jobs report, unemployment, the Beige Book, and the Atlanta Fed's GDPNow forecast.

Politicized Consumer Sentiment 23.02.2025 22:14 ↓

This week we discuss the latest housing numbers, University of Michigan's consumer sentiment index, and the minutes from January's FOMC meeting.

Inflation Surprises Again 13.02.2025 22:32 ↓

We chat about recently released inflation numbers (January CPI and PPI) as well as an event we recently attended with a PIMCO economist.

Rising Inflation Expectations 07.02.2025 23:02 ↓

We discuss recent inflation and jobs numbers as well as the latest Consumer Sentiment release from the University of Michigan.

January FOMC Meeting 29.01.2025 21:16 ↓

We chat about December housing numbers and consumer confidence before discussing what happened at the January FOMC meeting/press conference.

Strong Consumer? 22.01.2025 20:47 ↓

Join us as we break down this week's biggest economic news and dig into what's really happening with consumer spending across different income levels.

2025 Outlook 10.01.2025 25:49 ↓

We discuss the jobs reports that came out this week and go into what we're looking out for in 2025.

Fed Cuts in December 20.12.2024 19:51 ↓

We talk about this week's FOMC meeting as well as other economic news of the week.

Modern Day Tariffs 14.12.2024 25:19 ↓

We chat about this week's inflation numbers and then delve into tariffs and their impact in modern economics.

Tariffs 06.12.2024 28:16 ↓

The usual weekly news followed by a historical dive into the origin and history of tariffs.

Housing Numbers & Quantitative Easing 22.11.2024 23:45 ↓

Why long term interest rates are going up while the Fed is cutting.

Inflation & Debt 14.11.2024 21:17 ↓

October inflation readings and how to think about government debt

Transitory is Back 08.11.2024 29:06 ↓

US Election and the FOMC November meeting

Weekly Update - Nov 1 01.11.2024 21:21 ↓

This week we discuss recent employment statistics, September's PCE numbers, and Q3 GDP.

Weekly Update - October 25 25.10.2024 21:16 ↓

This week we discuss the housing market, the Beige Book, and the un-inversion of the yield curve.

Weekly Update - October 18 18.10.2024 22:25 ↓

This week we're talking initial jobless claims, housing numbers, and our longer term view on the markets/economy.

Weekly Update - October 11 11.10.2024 21:31 ↓

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.