Mind the Macro

This week we discuss the Fed's latest meeting and what is to come in the future.

This week we discuss the Q1 GDP release although with the latest jobs report and inflation numbers.

This episode we focus on China and the current trade tensions. How big of a trading partner is the US for China and vice versa.

This episode we're talking about the 90-day pause that was just put on tariffs and the market reaction.

This week we talk about the new tariffs and their possible impact on the economy going forward.

This week to discuss new home sales, consumer confidence, and possible future GDP numbers.

This week we chat about February housing numbers and the latest FOMC meeting.

We discuss the recent drop in the stock market, some inflation numbers out this week, and the labor market still going strong.

In this episode we chat about the latest US Jobs report, unemployment, the Beige Book, and the Atlanta Fed's GDPNow forecast.

This week we discuss the latest housing numbers, University of Michigan's consumer sentiment index, and the minutes from January's FOMC meeting.

We chat about recently released inflation numbers (January CPI and PPI) as well as an event we recently attended with a PIMCO economist.

We discuss recent inflation and jobs numbers as well as the latest Consumer Sentiment release from the University of Michigan.

We chat about December housing numbers and consumer confidence before discussing what happened at the January FOMC meeting/press conference.

Join us as we break down this week's biggest economic news and dig into what's really happening with consumer spending across different income levels.

We discuss the jobs reports that came out this week and go into what we're looking out for in 2025.

We talk about this week's FOMC meeting as well as other economic news of the week.

We chat about this week's inflation numbers and then delve into tariffs and their impact in modern economics.

The usual weekly news followed by a historical dive into the origin and history of tariffs.

Why long term interest rates are going up while the Fed is cutting.

October inflation readings and how to think about government debt

US Election and the FOMC November meeting

This week we discuss recent employment statistics, September's PCE numbers, and Q3 GDP.

This week we discuss the housing market, the Beige Book, and the un-inversion of the yield curve.

This week we're talking initial jobless claims, housing numbers, and our longer term view on the markets/economy.

This week we're talking inflation. Both CPI and PPI were released this week. We discuss what a higher-than-expected CPI number means and what to expect in the markets going forward.

This week we have Jerome Powell's latest public comments, the September employment report, and we're entering the next stage of the Fed rates balancing act.

This episode we talk about the latest PCE number, new home sales, and the Fed's upcoming balancing act.

This episode we talk about last week's FOMC rate cut and its implications for the future.

This episode we discuss the recent CPI and PPI data points as well as next week's FOMC meeting and how that will effect the future of the markets.

This episode we discuss this week's jobs report, rate cut expectations, and the Beige Book.

This week we discuss Jerome Powell's Jackson Hole speech, the annual jobs number revision, and recent housing data.

We discuss this week's market recovery and economic releases: PPI, CPI and Retail Sales.

This episode we discuss the recent market selloff, the carry trade, and the importance of the Federal Reserve.

This week we discuss the labor markets and the July FOMC meeting.

This episode we discuss this week's GDP release, June PCE, and new and existing home sales.

This week we discuss the Beige Book, US Retail Sales, various homebuilding indicators, and how the markets did over the last week.

This week we talk about Jerome Powell speaking before Congress, last week's employment report, and this week's CPI release.

This week we talk about job openings, manufacturing and the yield curve.

An update on the macroeconomic releases for the week ending June 28th

This episode catches the listener up on recent macroeconomic history to prepare for discussing what is going on today in future episodes.

An introduction to the Mind the Macro podcast.