
Episodes
143 episodes
Why the Fed Holds Rates as Growth Slows
0:000:00
Why the Federal Reserve Is Divided in July 2026
0:000:00
Why the US Economy Is Reaccelerating in 2026
0:000:00
Why the Yield Curve Is Steepening in 2026
0:000:00
The Yield Curve Uninverted Now What for Recession Risk
0:000:00
Why US Jobless Claims Just Hit 187,000 and What It Means
0:000:00
Why Inflation Looks Different in CPI vs PCE Data
0:000:00
The Yield Curve Uninverts What It Means for the Economy in 2026
0:000:00
Why Inflation Expectations Are Steady Despite Tariff Shocks
0:000:00
Why US Wage Growth Is Holding Steady as Inflation Drops
0:000:00
Why the Fed Can't Cut Rates Despite Strong GDP Growth
0:000:00
How New Tariffs Complicate the Fed's Inflation Fight
0:000:00
How US Mortgage Rates Hit 7 Percent in Mid 2026
0:000:00
Why US Corporate Cash Is Piling Up in Money Market Funds
0:000:00
Why US Manufacturing Employment Is Stalling Despite a Construction Boom
0:000:00
Why US Import Prices from China Hit 2008 Levels
0:000:00
Why US Manufacturing Construction Is Booming in 2026
0:000:00
Why US Gasoline Demand Is Falling Despite Summer Driving Season
0:000:00
The Rising Cliff of US Commercial Real Estate Debt in 2026
0:000:00
Why US Services Inflation Is Sticking at 3.5 Percent
0:000:00
Why US Sticky Inflation Is Holding Above 3 Percent in 2026
0:000:00
Why US Furniture Prices Are Falling Fast in 2026
0:000:00
Why US Consumer Sentiment Is Diverging from Spending Data
0:000:00
Why US Coupon Spending Defies the Delayed-Gratification Narrative
0:000:00
Why US Commercial Real Estate Is Defying the Doom Narrative
0:000:00
Why US Import Prices from China Hit 2008 Levels
0:000:00
Why US Jobless Claims Are Falling in a 4.2 Percent Unemployment Economy
0:000:00
How US Wholesale Deflation Is Reshaping the Economy in 2026
0:000:00
Why US PCE Inflation Differs So Much from CPI in 2026
0:000:00
Why US Small Businesses Are Hoarding Cash in 2026
0:000:00
Why US Wholesale Inflation Turned Negative in June 2026
0:000:00
Why US Real GDP Growth Accelerated to 2.1 Percent in 2026
0:000:00
Why US Corporate Bond Issuance Is Surging in Mid 2026
0:000:00
Why US Treasury Yields Are Rising Despite Steady Fed Rates
0:000:00
Why US Homeowner Vacancy Is Near a Record Low in 2026
0:000:00
Why US Rent Growth Is Sticking at 5 Percent in 2026
0:000:00
Why the US Dollar Is Reshaping Global Trade in 2026
0:000:00
Why US Beer Imports Are Drying Up in Mid 2026
0:000:00
Why US Beer Imports Are Drying Up in Mid 2026
0:000:00
Why US Tariffs Are Hitting Solar Panel Imports in 2026
0:000:00
Why US Service Exports Are Booming in 2026
0:000:00
Why TIPS Breakeven Rates Are Falling in a Growing Economy
0:000:00
Why US Rental Inflation Is Sticking at 5 Percent
0:000:00
Why US Labor Productivity Is Surging in 2026
0:000:00
Why US Consumer Confidence Diverges from Economic Data in 2026
0:000:00
How US Business Inventories Are Sending a Recession Signal
0:000:00
How US Trade Policy Is Reshaping Supply Chains in 2026
0:000:00
Why US Wage Growth Is Cooling Unevenly in 2026
0:000:00
Why US Labor Force Participation Hit a 50-Year Low
0:000:00
Why US Small Caps Are Underperforming in 2026
0:000:00
How US Consumer Debt Is Reshaping the Economy in 2026
0:000:00
Why US Labor Force Participation Is at a 50-Year Low
0:000:00
Why US Labor Force Participation Is at a 50-Year Low
0:000:00
Why US Consumer Spending Is Shifting from Goods to Services in Mid 2026
0:000:00
Why US Labor Force Participation Is at a 50-Year Low
0:000:00
Why US Job Openings Stay High Despite Cooling Payrolls
0:000:00
Why US Housing Starts Are Stalling Despite Strong Demand
0:000:00
Why the US Dollar Is Weakening in Mid 2026
0:000:00
Why US Business Investment Is Surging in Mid 2026
0:000:00
Why the US Dollar Is Weakening Despite a Strong Economy in 2026
0:000:00
Why the Fed Is Stuck Between Sticky Inflation and a Cooling Labor Market
0:000:00
Why US Labor Force Participation Is Stuck Below 63 Percent
0:000:00
Why the Treasury Yield Curve Is Uninverting in Mid 2026
0:000:00
How the Core PCE Hit 3.4 Percent and What It Means
0:000:00
How US Trucking Rates Are Collapsing in Mid 2026
0:000:00
Why US Consumer Confidence Is Plunging Despite Low Unemployment
0:000:00
How US Wage Growth Is Cooling Unevenly in 2026
0:000:00
Why Core PCE Hit 3.4 Percent and What It Signals
0:000:00
How the Core PCE Hit 3.4 Percent and What It Means
0:000:00
Why US Factory Capacity Is Running at 82 Percent in 2026
0:000:00
How US States Are Diverging on Unemployment in 2026
0:000:00
Why US Small Caps Are Outperforming in June 2026
0:000:00
How the Inverted Yield Curve Is Flashing a Recession Signal in June 2026
0:000:00
Why Factory Job Cuts Are Spiking in June 2026
0:000:00
Why US Bank Lending Is Tightening in Mid 2026
0:000:00
How US Corporate Profit Margins Are Shrinking in 2026
0:000:00
How US Consumer Debt Is Reshaping Spending in 2026
0:000:00
Why US Housing Starts Are Stalling Despite Strong Demand
0:000:00
Why US Retail Inventories Are Piling Up in June 2026
0:000:00
Why US Job Openings Jumped 10 Percent in One Month
0:000:00
Why US GDP Growth Is Slowing Despite Record Federal Spending
0:000:00
Why US Service Inflation Is Sticking at 5 Percent
0:000:00
How US Rental Markets Are Splitting in June 2026
0:000:00
Why US Home Equity Withdrawals Are Surging in 2026
0:000:00
Why US Medical Debt Is the New Credit Crisis in 2026
0:000:00
Why US Auto Loan Delinquencies Are Surging in 2026
0:000:00
Why US Factory Capacity Is Running at 82 Percent in 2026
0:000:00
Why US Rent Inflation Is Stubborn at 5.2 Percent
0:000:00
How the Fed Funds Rate Stays Put While Inflation Heats Up
0:000:00
How US Federal Debt Service Costs Hit a Record $1 Trillion
0:000:00
How US Wholesale Inflation Is Squeezing Corporate Margins
0:000:00
How JOLTS Jumped 10 Percent in April 2026
0:000:00
Inside the JOLTS Data Surprise of April 2026
0:000:00
Why US Wages Are Rising Faster Than Inflation in 2026
0:000:00
Small Caps Surge While Big Tech Lags in June 2026
0:000:00
Small Caps Are Surging While Indexes Stall in June 2026
0:000:00
How PPI Inflation Is Hitting Small Business Margins
0:000:00
How the ECB Rate Hike Echoes Across US Markets
0:000:00
How ECB Rate Hike Echoes Across US Markets
0:000:00
How the Narrowing Treasury Yield Curve Signals Caution in 2026
0:000:00
Why US Consumer Inflation Hit a Three-Year High in May 2026
0:000:00
How Real GDP Growth Rebounded to 1.6 Percent in Early 2026
0:000:00
Why US Consumer Sentiment Is Falling Despite a Strong Economy
0:000:00
Why US Consumer Confidence Is Cracking in 2026
0:000:00
Why US Home Prices Are Stalling Despite Low Supply
0:000:00
Why US Manufacturing Investment Is Booming in 2026
0:000:00
Why US Tariff Policy Is Shifting Toward Forced Labor Enforcement
0:000:00
Why US Tariff Policy Is Shifting in 2026
0:000:00
Why US Bank Profits Are Squeezed in 2026
0:000:00
Why US Consumer Spending Is Defying Higher Interest Rates
0:000:00
Why US Consumer Debt Hit 18 Trillion in 2026
0:000:00
Why US Consumer Debt Is Hitting 18 Trillion in 2026
0:000:00
The Hidden Cost of Long-Term Unemployment in 2026
0:000:00
Why Private Payrolls Beat Expectations in May 2026
0:000:00
Why US State Tax Revenues Are Plummeting in 2026
0:000:00
Why US Corporate Bond Issuance Is Surging in 2026
0:000:00
How JOLTS Job Openings Surged to 7.6 Million in April 2026
0:000:00
Why the US Job Market Is Stuck at 4.3 Percent Unemployment
0:000:00
Why US Labor Productivity Is Surging in 2026
0:000:00
Why US Workers Are Staying Put in 2026
0:000:00
Why Corporate Cash Hoarding Is Starving the US Economy
0:000:00
How Corporate Cash Hoarding Is Starving the US Economy
0:000:00
The Hidden Cost of the Iran War on US Households
0:000:00
The War Economy Is Coming to Your Gas Tank
0:000:00
Energy Costs Are Eating Consumer Spending in 2026
0:000:00
The Housing Market Is Splitting Into Two Americas
0:000:00
Why US Companies Are Sitting on Three Trillion in Cash
0:000:00
The Working Class Is Back in the Driver's Seat on Wages
0:000:00
Trade Policy Is Reshaping US Factory Construction in 2026
0:000:00
The US Economy Is Growing as Corporate Profits Hit a Record Share of GDP
0:000:00
How Tariffs Are Reshaping US Factory Investment in 2026
0:000:00
Why the Yield Curve Is Steepening Again in Spring 2026
0:000:00
Understanding the Bond Market Inversion in May 2026
0:000:00
How Higher Prices Are Reshaping Consumer Behavior in 2026
0:000:00
The US Economy Is Growing Without Consumers
0:000:00
Consumer Sentiment Hits Record Low in May 2026
0:000:00
Small Caps Are Quietly Beating the S&P 500 This Spring
0:000:00
Why Small Caps Are Surging While Big Tech Slows
0:000:00
Why the Fed Is Stuck at 3.6 Percent
0:000:00
Why Soft Landing Has Become the Fed's Hardest Bet
0:000:00
The Bond Market vs Kevin Warsh
0:000:00
How the AI Economy Is Reshaping American Jobs
0:000:00
Bond Vigilantes Are Testing the Fed Again
0:000:00