Notes on the Week Ahead

297 Episodes

1. Tariff Turmoil and Investment Strategy

   Published: 07/04/2025
2. Fiscal Fudge

   Published: 24/03/2025
3. The Wait and See Economy

   Published: 17/03/2025
4. The Trouble with Tariffs

   Published: 03/03/2025
5. The Implications of Slowing Population Growth

   Published: 24/02/2025
6. The Growth Drag from Policy Uncertainty

   Published: 18/02/2025
7. Europe: The Slow and Steady Train

   Published: 10/02/2025
8. The Investment Implications of the Trade War

   Published: 03/02/2025
9. White House Actions, Fed Reactions and Investing

   Published: 27/01/2025
10. The Big Picture on Debt, Deficits and Interest Rates

    Published: 21/01/2025
11. Interest Rates, Inflation and the Uncertainty Tax

    Published: 13/01/2025
12. Stability and Extremes

    Published: 06/01/2025
13. Reading Between the Lines (On the Direction of Monetary Policy)

    Published: 16/12/2024
14. Initial Conditions

    Published: 09/12/2024
15. Irish Lessons

    Published: 02/12/2024
16. Policy Changes and the Macro Outlook

    Published: 18/11/2024
17. The Investment Implications of the Republican Sweep

    Published: 11/11/2024
18. Finding Balance in a Broadening Expansion

    Published: 28/10/2024
19. The Deficit, the Election and Interest Rates

    Published: 14/10/2024
20. Four Banks and the Dollar

    Published: 08/10/2024