Notes on the Week Ahead

297 Episodes

1. The Road Back to 2% Inflation

   Published: 17/04/2023
2. The Real Threat to Dollar Dominance

   Published: 10/04/2023
3. The Recessionary Price of a Faster Decline in Inflation

   Published: 28/03/2023
4. The Economic Impact of Banking Turmoil

   Published: 20/03/2023
5. The Investment Implications of a Demographic Bounce

   Published: 06/03/2023
6. Investing Beyond The Profit Squeeze

   Published: 27/02/2023
7. A Seasonal Surge (and its Implications for Jobs, Growth, Inflation and Rates)

   Published: 22/02/2023
8. The Lurking Slowdown

   Published: 06/02/2023
9. A Turning Point for the Economy

   Published: 23/01/2023
10. Debt-Ceiling Danger

    Published: 17/01/2023
11. Resolution and Confidence

    Published: 03/01/2023
12. The Challenged Consumer

    Published: 19/12/2022
13. The Investment Implications of the Oil Slide

    Published: 12/12/2022
14. Redhotnot – The Investment Implications of the Job Market Mosaic

    Published: 05/12/2022
15. The Investment Implications of the Housing Slump

    Published: 22/11/2022
16. Recession Risks: Standing on the Edge of a Swamp

    Published: 15/11/2022
17. The Market-Moving Menu of Data and Events

    Published: 31/10/2022
18. Lifting the Fog of Uncertainty on Growth, Inflation, Politics and Rates

    Published: 24/10/2022
19. The Monetary Implications of Fiscal Drag

    Published: 17/10/2022
20. The Slope of the Inflation Slide

    Published: 10/10/2022