Notes on the Week Ahead

297 Episodes

1. The Right Time to Cut Rates

   Published: 08/04/2024
2. Wage War

   Published: 25/03/2024
3. Dot-Plot Danger and QT Limits

   Published: 18/03/2024
4. From Business Cycle to Stretched-Out Expansion

   Published: 11/03/2024
5. Japanese Lessons

   Published: 04/03/2024
6. The Investment Implications of the Migration Surge

   Published: 26/02/2024
7. The Pressures of a Full Employment Economy

   Published: 20/02/2024
8. Will Job Market Strength Delay the Inflation Slide?

   Published: 05/02/2024
9. Too Much Growth for Early Easing

   Published: 29/01/2024
10. A Thaw in Sentiment

    Published: 22/01/2024
11. Will Rising Federal Debt Force Rates Higher?

    Published: 16/01/2024
12. The Inflation Slide Looks Set to Continue

    Published: 10/01/2024
13. Balance Sheets and Resolutions

    Published: 02/01/2024
14. The Investment Climate

    Published: 12/12/2023
15. Winter Driving: Can the Economy Keep Growing into 2025?

    Published: 05/12/2023
16. The Remarkable Resilience of Corporate Margins

    Published: 27/11/2023
17. Falling Tensions in a Cooling Economy

    Published: 13/11/2023
18. Tracking the Inflation Slide

    Published: 06/11/2023
19. Slowdown Delayed; Cooldown Ahead of Schedule

    Published: 30/10/2023
20. The Addicted Consumer

    Published: 23/10/2023