
Episodes
47 episodes
The Diverging Signals Inside Core CPI in May 2026
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How the ECB Rate Hike Reshapes Global Inflation Bets
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Why Wholesale Prices Signal Broader Inflation Risk
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Why Wages Are Rising but Rent Is Rising Faster
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Why May Inflation Hit a Three-Year High of 4.2%
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Why the Yield Curve Uninversion Isnt a Buy Signal
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How Household Debt Distress Is Reshaping Consumer Spending
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Why Consumer Sentiment Is Falling Despite Strong GDP
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Why Consumer Sentiment Is Falling Despite Strong GDP
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Why the Yield Curve Inversion Is Breaking Up
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The Small-Cap Crash in June 2026 Explained
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The Widening Gap Between the NASDAQ and the Dow in June 2026
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How the VIX Surge Is Signaling a Regime Change
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Why Core Inflation Is Stuck Above the Fed's Target
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Why Long-Term Unemployment Is Surging in 2026
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The Hidden Cost of Long-Term Unemployment in June 2026
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The Hidden Cost of Long-Term Unemployment in June 2026
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How Labor Market Churn Is Reshaping Inflation
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The Labor Market Is Sending Two Conflicting Signals
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How Job Openings Surged Without Wage Growth
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Why JOLTS Surged to a Two-Year High in April 2026
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The VIX and VVIX Divergence Signaling Complacency Risk
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How Labor Market Churn Is Keeping Inflation Sticky
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The Iran War Tariffs Hidden Impact on Core Inflation
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How the Iran War Tariff Is Reshaping Consumer Spending
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The Iran War Tariff and Your Gas Bill May 2026
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Why Energy Inflation Is Hitting Households Harder Than Headlines
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Why the Fed Is Stuck in a Holding Pattern on Rates
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Why the Yield Curve Steepening Matters for Your Portfolio
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Why the Housing Market Is Splitting the Economy
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Why Inflation Feels Worse Than the Headline Number
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Why the Yield Curve Is Steepening in Late May 2026
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Why Rent Inflation Is Sticky Despite Cooling Home Prices
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Why the Bond Market Is Ignoring Inflation Fears
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Why the Russell 2000 Is Outperforming the S&P 500 in May 2026
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Why GDP Grew While Consumer Sentiment Tanked in May 2026
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Why the Fed Is Stuck Between Inflation and a Tariff War
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Why Inflation Expectations Surged in May 2026
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Why the Yield Curve Inversion Is a False Signal This Time
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Consumer Sentiment Hits a Record Low Despite a Strong Economy
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Why Small Caps Are Surging While the Market Sleeps
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Blue Collar Workers Win in the AI Economy
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Why Consumer Sentiment Is Plummeting Despite a Strong Economy
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The Hidden Signal in Job Openings Data Mid-2026
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Why the Bond Market Is Testing the New Fed Chair
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The Labor Market Is Weirder Than You Think Mid-2026
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What a New Fed Chair Means for Your Money
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