Notes on the Week Ahead

297 Episodes

1. The Investment Implications of the Wealth Surge

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

    Published: 15/04/2024