Audio Summary: The Bill Comes DueListen now (15 min) | The growth scare fades, peak reopening inflation, taxes, still negative China
The growth scare fades, peak reopening inflation, taxes, still negative China
Audio Summary: Policy TighteningListen now (12 min) | Productivity, Reflation, TINATT, Liquidity, Taxes & Taper
Productivity, Reflation, TINATT, Liquidity, Taxes & Taper
My First-Hand Account
Audio Summary: Labor BottlenecksListen now (13 min) | House prices, manufacturing recovery, capex and a lack of labor slack
House prices, manufacturing recovery, capex and a lack of labor slack
Audio Summary: QE Not4everListen now (13 min) | No backtracking this cycle, Unwinding TCJA, Manufacturing Deceleration
No backtracking this cycle, Unwinding TCJA, Manufacturing Deceleration
Audio Summary: Long and Variable LagsListen now (16 min) | Monetary policy channels, a dubious growth scare, thoughts on valuation
Monetary policy channels, a dubious growth scare, thoughts on valuation
Audio Summary: The Upside DownListen now (13 min) | Reflation revival, upside down inflation, policy pileup, the politics of inflation