
Episodes
146 episodes
Why Real GDP Growth Slowed to 1.5 Percent
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The Growth-Inflation Divergence Why Core Prices Are Sticky
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Why the GDP Deflator Tells a Different Inflation Story
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Why GDP Is Growing Faster While Inflation Cools Down
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Why Import Costs Are Rising Even as CPI Cools
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Why Jobless Claims Hit a Record Low While Factory Use Stalls
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Why CPI and PCE Are Sending Different Inflation Signals
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Why Businesses Are Rebuilding Inventories Again
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Why Core PCE Is Stubborn While CPI Falls
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Why Import Prices Are Surging While Consumer Inflation Cools
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Why the Fed Watches Core PCE More Than CPI
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What the 187000 Jobless Claims Number Really Means
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Why Layoffs Are Low But Hiring Is Slow
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Why the 10-Year Breakeven Inflation Rate Matters Now
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What Falling Jobless Claims and Rising Yields Tell Us About the Economy
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Understanding the Beige Book and What the Fed Is Saying
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What Falling Capacity Utilization Tells Us About the Economy
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Why Dividend Stocks Are Getting Crushed by Falling Yields
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What the Yield Curve Says About Recession Risk in 2026
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How Import Prices Are Spiking Despite Falling Wholesale Costs
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Why Producer Prices Signal Consumer Pain Ahead
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Capacity Utilization Signals the Next Recession
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What Falling Inventories Tell Us About the Economy in Mid-2026
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What Falling Inventories Tell Us About the Economy
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What Falling Inventories Tell Us About the Economy
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Why Import Prices Are Spiking Despite Falling Wholesale Costs
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How Capacity Utilization Signals the Next Recession
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What the Industrial Production Index Tells Us About Growth
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What the Industrial Production Index Tells Us About Growth
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What the July 2026 CPI Tells Us About the Consumer
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Why Wholesale Prices Just Dropped But CPI Is Still Sticky
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Why CPI Fell While Core Inflation Stayed Sticky
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Why the Unemployment Rate Is Falling Despite Slow Hiring
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Why the Labor Force Participation Rate Is at a 50-Year Low
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Why Services Inflation Is Sticking Around Longer Than Expected
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The Quiet Rise of Services Inflation in 2026
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How Imputed Rent Is Quietly Driving CPI Higher
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How Funflation Is Reshaping the CPI in 2026
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How Home Inflation Is Reshaping the CPI in 2026
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Why the Yield Curve Is Steepening Again in Mid-2026
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Why the Fed Still Watches Breakeven Rates Over Headline CPI
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Why Corporate Bond Spreads Are Narrowing Despite Slow Growth
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Why the Fed Is Watching CPI Break Even More Closely
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Why the Core PCE Tells a Different Inflation Story Than CPI
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How Capacity Utilization Flags a Turn Before GDP Does
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What the PCE Price Index Reveals About Consumer Spending in 2026
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Why the PCE Price Index Matters More Than CPI
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What the Rising 10-Year Breakeven Rate Tells Us Now
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Why Capacity Utilisation Is a Leading Indicator for GDP
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What the Corporate Bond Spread Is Saying About Risk in 2026
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Why Job Openings Are Rising While Hiring Slows
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What the Industrial Production Index Reveals About GDP
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Why Business Inventories Flag GDP Next Moves
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Why Business Inventories Signal the Next Move in GDP
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Why Job Seekers Are Giving Up in 2026
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What the Labor Force Participation Drop Really Means
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The Labor Force Dropout Problem No One Is Talking About
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The Hidden Risk of Falling Labor Force Participation
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What the ADP Miss Tells Us About the Jobs Market in Mid-2026
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What Private Payrolls Told Us About the Jobs Market in June 2026
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Why Capacity Utilization Signals a Slowdown Before GDP Does
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Why the Yield Curve Steepening Matters for Growth in 2026
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Why the Yield Curve Steepening Matters for Growth in 2026
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What the Rising 10-Year Breakeven Rate Tells Us Now
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What the Yield Curve Steepening Is Telling Us About Growth
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How Jobless Claims Signal a Cooling Labor Market in 2026
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Why the Bond Market Is Pricing Lower Inflation Than CPI Shows
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Core Inflation Hits 3.4 Percent What the Fed Sees
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Why the PCE and CPI Gap Is Widening Again in 2026
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What the PPI and CPI Spread Tells Us Now
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What the PCE and CPI Spread Reveals About Inflation
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Why Capacity Utilization Matters More in 2026
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Why the Bond Market Is Ignoring Higher Core Inflation
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What the JOLTS Rebound Tells Us About the Labor Market
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What the 10-Year Breakeven Inflation Rate Is Signaling Now
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Why Factory Job Cuts Are Surging Despite a Growing Economy
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Why Factory Job Cuts Are Spiking Despite a Growing Economy
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Why the Job Market Is Sending Mixed Signals in 2026
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Why Business Inventories Are Rising Faster Than GDP in 2026
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What Average Hourly Earnings Tell Us About the Labor Market
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Why Core PCE Is the Inflation Number the Fed Watches Most
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How Business Inventories Signal GDP Growth in 2026
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Why the PCE Price Index Matters More Than CPI
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What Business Inventories Tell Us About the GDP Trajectory
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What the GDP-CPI Gap Really Means for Investors
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Why the Yield Curve Is Steepening in 2026
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What Business Inventories Say About GDP Trajectory
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How JOLTS Data Is Confusing the Job Market Picture
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Capacity Utilization vs Consumer Spending Divergence in 2026
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How Capacity Utilization Signals the Next Recession
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Why Jobless Claims Are Rising Despite a Growing Economy
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How Capacity Utilisation Signals a Turning Economy
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The GDP-CPI Split and What It Means for Your Money
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Why Industrial Production Is Leading GDP in 2026
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Why Real Wages Are Falling Despite a Strong Labor Market
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How the ECB Rate Hike Reshapes Global Inflation Expectations
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What the 10-Year Breakeven Tells Us About Inflation Now
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How Job Openings Surged While Hiring Stayed Flat
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Why Wholesale Inflation Surged 1.1 Percent in May 2026
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What Wholesale Inflation Means for Your Portfolio
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How the 10-Year Breakeven Rate Signals Slowing Inflation
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How Higher Energy Prices Are Reshaping Inflation Expectations
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Why Jobless Claims Are Rising Despite a Growing Economy
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Why Consumer Sentiment Is Collapsing Despite a Growing Economy
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How Business Inventories Are Signaling a Slowdown
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How Household Finances Are Souring Despite GDP Growth
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Why Household Inflation Expectations Matter More Than CPI Now
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How Household Inflation Expectations Signal a Shift in Consumer Behavior
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Why the Nasdaq Is Down Five Percent While GDP Is Growing
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What the Yield Curve Steepening Means for 2026
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Capacity Utilisation and the Hidden Slack in the Economy
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Why the Yield Curve Is Steepening Again in 2026
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Why Business Inventories Are a Leading Recession Signal
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Long-Term Unemployment Is Spiking What It Means
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Why Capacity Utilisation Is Stuck Below 77 Percent
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Why Industrial Production Is Beating GDP This Cycle
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How the GDP Deflator Reveals Hidden Inflation Pressures
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Why the GDP Deflator Is the Inflation Signal You Are Missing
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How Job Openings Surged to 7.6 Million in April 2026
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How JOLTS Surprise Reshapes the Fed Rate Outlook
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What Producer Prices Signal About Fed Policy Better Than CPI
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How Producer Prices Signal Fed Policy Better Than CPI
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Why Real vs Nominal GDP Divergence Matters Now
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Why Nominal GDP Growth Matters for Your Portfolio
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How the Iran War Is Distorting Inflation Data
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How the Jobs-Openings Puzzle Complicates the Fed Rate Outlook
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Wage Growth Isnt Keeping Pace with Core Inflation
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How Energy Inflation Is Distorting the Core CPI Picture
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How Inventory Cycles Are Reshaping GDP in 2026
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What Durable Goods Orders Tell Us About the Economy
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Core PCE vs CPI Which Inflation Number Matters More
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How Capacity Utilisation Leads GDP in Predicting the Cycle
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Capacity Utilisation Tells a Different Story Than GDP
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Capacity Utilisation Is the Signal to Watch in 2026
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How Inventory Builds Are Reshaping GDP Growth in 2026
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What the Yield Curve Is Saying About Recession Risk in 2026
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Industrial Production Is Quietly Outperforming the Services Slowdown
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Why Real GDP Growth Matters More Than Headline Numbers
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Job Openings Are Falling Without a Spike in Unemployment
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Consumer Sentiment Record Low What the Numbers Really Mean
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Why Warsh Will Reshape Fed Policy on Iran War Inflation
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The AI Economy Is Rewriting the American Dream for Blue-Collar Workers
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The PMI Puzzle What Manufacturing Is Telling the Fed
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Bond Vigilantes Are Already Pushing Rates Higher
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Bond Vigilantes Are Back and the Fed Must Listen
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Inflation Is Back and the Fed Is Preparing to Hike
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