Podcast with the Market Huddle
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Slowing inflation momentum, the natural rate, QT to the Max
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Income or Widgets, What Really Matters
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Audio: Average Inflation Forecasting CredibilityListen now (12 min) | Fed forecasts, inflationary debt imbalances, labor demand and supply, earnings wrap.
Fed forecasts, inflationary debt imbalances, labor demand and supply, earnings wrap.
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Audio: July Payrolls PreviewListen now (11 min) | Surveys and wage measures divergences, the stall in the participation recovery
Surveys and wage measures divergences, the stall in the participation recovery
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Audio: Pivot is the Wrong WordListen now (12 min) | Peak tightening, fiscal folly, real, not nominal, contraction, monetarism and the shoe that didn't drop
Peak tightening, fiscal folly, real, not nominal, contraction, monetarism and the shoe that didn't drop
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Audio: NeutralityListen now (17 min) | Front loading completion, breadth thrust, inflation falling, but how much, lower housing demand and supply
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Front loading completion, breadth thrust, inflation falling, but how much, lower housing demand and supply
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Audio: FOMC Stress TestListen now (15 min) | Rebalancing, second order dollar effects, curve inversion, monetary policy & banks
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