Notes on the Week Ahead

297 Episodes

1. Investing in World of Increasing Complexity

   Published: 10/10/2023
2. The Investment Implications of a Rising Federal Deficit

   Published: 25/09/2023
3. The View from the Top of Tightening Mountain

   Published: 18/09/2023
4. Worrying about Oil

   Published: 11/09/2023
5. Unemployment and Wage Inflation

   Published: 05/09/2023
6. Letter from Wyoming

   Published: 21/08/2023
7. Real Rates in the Long Run

   Published: 14/08/2023
8. Bull Market Investing

   Published: 09/08/2023
9. The Soft Landing Scenario

   Published: 31/07/2023
10. The Inflation Perfectionists

    Published: 24/07/2023
11. The Sin of Wages: A Last, Bad Excuse for Monetary Tightening

    Published: 10/07/2023
12. The Investment Implications of Consumer Gloom

    Published: 05/07/2023
13. Waiting for a Negative

    Published: 27/06/2023
14. The Recession Questions: Yes, No, When and How Bad?

    Published: 20/06/2023
15. Cooler Inflation and Slower Growth should Convert a Fed Skip into a Fed Pause

    Published: 12/06/2023
16. The Steady Normalization of the U.S. Labor Market

    Published: 30/05/2023
17. Sizing up the angles on Fed policy

    Published: 22/05/2023
18. Slow-Motion Slowdown

    Published: 15/05/2023
19. Debt-Ceiling Cliff Dancing

    Published: 01/05/2023
20. When Money Stops Talking

    Published: 24/04/2023