Episodes

  • Presidential Race Tightens - Are Stocks Expensive or Are Bonds Cheap?

    Presidential Race Tightens - Are Stocks Expensive or Are Bonds Cheap?
    Nov 4 2024
    17 mins
  • With Stocks Up & Bonds Down, Now May Be a Good Time to Assess Your Risk Budget

    With Stocks Up & Bonds Down, Now May Be a Good Time to Assess Your Risk Budget
    Oct 28 2024
    17 mins
  • Trump victory now more likely than now. What does it mean for capital markets?

    Trump victory now more likely than now. What does it mean for capital markets?
    Oct 21 2024
    17 mins
  • Fed Taking Big Risk with Inflation Assumptions

    Fed Taking Big Risk with Inflation Assumptions
    Oct 13 2024
    11 mins
  • Manufacturing Softens Again - Services Remains Strong

    Manufacturing Softens Again - Services Remains Strong
    Oct 7 2024
    18 mins
  • Inflationary Pressures Set to Rise on Dock-Worker Strike

    Inflationary Pressures Set to Rise on Dock-Worker Strike
    Sep 30 2024
    15 mins
  • Fed cuts .50% -- Can they engineer a soft landing?

    Fed cuts .50% -- Can they engineer a soft landing?
    Sep 23 2024
    13 mins
  • Services inflation accelerates - Fed to cut rates this week

    Services inflation accelerates - Fed to cut rates this week
    Sep 15 2024
    15 mins