Notes on the Week Ahead

297 Episodes

1. Killing it Softly: How the Fed should Fight Inflation

   Published: 25/04/2022
2. The Economy and Markets after a First-Quarter Roller Coaster

   Published: 12/04/2022
3. Where have all the workers gone?

   Published: 05/04/2022
4. Small Paddle, Big Rapids: What the Economy Could Do to the Fed

   Published: 23/03/2022
5. Getting Going on Monetary Tightening

   Published: 14/03/2022
6. Ukraine and the U.S. Economy

   Published: 07/03/2022
7. The Financial Backdrop as Ukraine Waits and Worries

   Published: 22/02/2022
8. Ukraine: The Investment Implications of a Loser’s Game

   Published: 14/02/2022
9. Interest Rates: How High and How Fast?

   Published: 07/02/2022
10. Feddle

    Published: 31/01/2022
11. Housing and the Fed

    Published: 24/01/2022
12. The Recession Scenario

    Published: 18/01/2022
13. Shifting Fundamentals Still Point to Higher Rates

    Published: 10/01/2022
14. Pumping the Brakes on the U.S. Economy

    Published: 03/01/2022
15. The Fed turns more hawkish…for now

    Published: 13/12/2021
16. The Great Worker Shortage

    Published: 06/12/2021
17. The Investment Implications of Omicron

    Published: 29/11/2021
18. More Clarity and Less Stimulus from Washington

    Published: 22/11/2021
19. Why Inflation still looks mostly Transitory

    Published: 15/11/2021
20. Getting Back on the Recovery Track

    Published: 08/11/2021