Displaying 1 - 20 of 50 in total
Rate Expectations: A Somber Week Ahead of the September FOMC Meeting
In this week's episode, we break down the factors and trends shaping the economy, including new reports that shed some light on labor and inflation. Expected rate cuts...
Is the Economy O(k)? National 401(k) Day and a K-shaped Recovery
In this week's episode, we discuss the Beige Book Report, and three employment reports including fresh numbers from a weaker-than-expected report from the Bureau of La...
Fed Independence: Cooking on the Grill for Labor Day Weekend
In this week's episode, we discuss the latest economic and market news, including updates on unemployment claims, GDP growth, and inflation data. Our experts provide t...
Fire in the (Jackson) Hole: Powell’s New Outlook Amid Ongoing Fed Turmoil
In this week's episode, our experts review the now-stale minutes from July’s Federal Open Market Committee (FOMC) meeting, Fed Chairman Jerome Powell’s new dovishness ...
A Round Robin for the Dog Days of Summer
This week was lighter on economic news and reporting—certainly when compared to the previous two action-packed weeks—so we’re shaking things up for this episode. Each ...
Woes and Whoas: Fallout From the July FOMC
In this week's episode, we discuss eight reports and news items that are impacting the economy today, and which will likely have lingering effects into the future; the...
The Deep Summer Economy: Feels So Good or On a Crazy Train?
In this week's episode, we review the unemployment and home sales figures that were released this week, as well as the ongoing trade tensions and tariff negotiations b...
The Magnificent 7 (Months of 2025)
In this week's episode, we cover a wide range of reports that touch on inflation, consumer spending, manufacturing activity, and what might come out of the upcoming Fe...
Recap of Our 2025 Outlook Now that We Are at Mid-year
In this week's episode, our experts discuss the state of the economy, markets, and investment outlook for the second half of 2025. Speakers:Brian Pietrangelo, Managing...
Fed Still to Wait and See after updates to GDP and PCE
In this episode, our experts opine on the economy, considering three key indicators making a splash this week: unemployment claims are down, but so was the first quart...
Summer of Uncertainty: the June FOMC meeting and the One Big Beautiful Bill
The Federal Open Market Committee (FOMC) met this week to report on dampened economic projections, forecast two potential rate cuts in the remainder of the year, and r...
Private Credit: Good Vibrations for Investors?
In this week's episode, Ather Bajwa, Managing Director of Multi-Strategy Research, joins us to deliver a masterclass in private credit – what it is, why it’s important...
Sell in May and Go Away to Your Dismay?
In this week's episode we unpack three reports about the labor market; the mixed results show an uptick in new job openings amid increasing initial weekly unemployment...
Diversification: The Safe Haven for Your Portfolio in Uncertain Times
In this week's episode, we delve into the big economic news shaping our world and portfolios. We provide updates on the job market, modest gross domestic product (GDP)...
Economic Insights for Your Memorial Day BBQ
In this week's episode, our experts unpack the past few days following positive news on tariff discussions between the United States and China. We also provide observa...
What’s New From FOMC? Wait and See.
In this week's episode, we review the news from Wednesday’s Federal Open Market Committee (FOMC) meeting, highlighting four themes: a slower path to rate cuts; rising ...
Off to the Races: GDP, Inflation, and the Labor Market
In this week's episode, our investment experts explore three major themes from the week: negative real gross domestic product (GDP) growth, inflation, and the labor ma...
Tariff Update and the Future of Fed Independence
In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel de...
Market ‘Rebound’ and Pause on Tariffs
In this week's jam-packed Market Minutes recap, hear from our team of experts as they share their perspectives on the latest economic reports. Our panel shares detaile...
Trump’s Sweeping Tariffs
In this week's jam-packed Market Minutes recap, hear from our team of experts as they share their perspectives on the latest economic reports. Our panel shares detaile...