
Episodes
48 episodes
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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