
Episodes
23 episodes
Why Household Savings Are Dwindling Despite a Strong Labor Market
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How Falling Long-Term Yields Mask Disinflation Hopes
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How the Iran War Is Adding 450 Dollars to Your Monthly Bills
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The Iran War Energy Surcharge Hitting US Households
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Why the 10-Year Yield Is Falling Despite Sticky Core PCE
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Core PCE at 3.3 Percent and What It Means for Rate Cuts
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Why the 10-Year Breakeven Rate Matters Now
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Why Small Caps Are Outperforming in May 2026
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Small Caps Are Signaling a Regime Change in Markets
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The Consumer Collapse Investors Are Ignoring
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How Small Caps Are Surging While Big Tech Stalls
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The AI Economy Is Reshaping Blue-Collar Wages
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Why the Yield Curve Is Flashing a False Recession Signal
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How Consumer Sentiment Can Hit a Record Low While GDP Grows
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The Fed Funds Rate Is Stuck and That Matters
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The Bond Market Is Sending a Mixed Signal on Recession
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Why Consumer Sentiment Hits Record Low Despite Strong GDP
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The AI Economy and Blue-Collar Workers
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Consumer Sentiment Hits Record Low as War Fears Fuel Inflation Worries
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Labor Market Softening Without a Recession
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The Bond Market Is Demanding Higher Rates Again
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Bond Vigilantes Are Back and the Market Is Listening
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The Fed Under Warsh Navigating Inflation and Bond Vigilantes
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