Mind the Macro

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Atalak

102 atal

1. November Rain duela 1 aste 22:10
2. The Heat is On duela 2 aste 20:53
3. The Unwelcome Return of Stagflation duela 1 hilabete 21:01
4. Yields Don't Lie duela 2 hilabete 24:15
5. Pressure: Bonds, Buildings and the AI Boom duela 2 hilabete 27:27
6. Livin' on a Prayer: The Bond Market Edition duela 2 hilabete 23:03
7. August 31 Episode duela 2 hilabete 19:29
8. Back at It! duela 3 hilabete 21:50
9. Warsh Fumbles, Bonds Tumble duela 3 hilabete 23:16
10. Rising Rates and the Bigger Picture duela 4 hilabete 23:56
11. Economic Fatigue duela 4 hilabete 22:06
12. The Headline Illusion Continues duela 5 hilabete 24:00
13. Warsh's Withdrawing Guidance duela 5 hilabete 26:44
14. One Small Step for SpaceX, One Giant Leap for Speculation? duela 5 hilabete 20:41
15. The Rally Meets Reality duela 5 hilabete 29:53
16. Getting Better? duela 6 hilabete 24:06
17. Higher Inflation, Higher Yields, Higher Stakes duela 6 hilabete 24:21
18. Payrolls and Patience duela 6 hilabete 24:17
19. The Narrow Road Ahead duela 7 hilabete 27:07
20. Behind Blue Skies duela 7 hilabete 27:26
21. Dancing in the Dark duela 7 hilabete 23:54
22. All That Glisters Is Not Gold duela 7 hilabete 25:41
23. Flows over Fundamentals duela 7 hilabete 21:55
24. The Gathering Storm duela 8 hilabete 25:08
25. Inflation, Iran, and the Fed That Cannot Cut duela 8 hilabete 27:29
26. Oil's Whiplash and Stagflation's Squeeze duela 8 hilabete 22:49
27. Inflation, Iran and the Ghost of Executive Life duela 8 hilabete 23:54
28. Inflation Intensifies Amid Credit Cracks duela 9 hilabete 23:44
29. Stagflation Creeps Back Into View duela 9 hilabete 24:28
30. Markets Catch On to the One Legged Stools duela 9 hilabete 24:53
31. Earnings Beat, Shares Retreat duela 9 hilabete 19:32
32. More Red Flags duela 10 hilabete 24:33
33. Beneath the CPI Calm duela 10 hilabete 26:29
34. More Questions Than Answers duela 10 hilabete 18:28
35. Lies, Damned Lies, and Statistics duela 1 urte 23:43
36. The Monetary Mission Impossible duela 1 urte 30:45
37. Strengthening Signs of Stagflation duela 1 urte 23:39
38. Double Trouble: Payrolls and Processors (Nov 21 Episode) duela 1 urte 20:53
39. Stress Rising in the Shadows (Nov. 14 episode) duela 1 urte 24:01
40. Signs of Weakness in the Shutdown Fog duela 1 urte 24:12
41. Losing Steam duela 1 urte 26:36
42. The Bear Narrative: The Fast After the Feast duela 1 urte 24:14
43. The Beige and the Bruised duela 1 urte 21:25
44. Toil and Trouble duela 1 urte 21:06
45. Weakness in the Labor Market: Confirmed! duela 1 urte 22:39
46. Mixed Signals: Housing & Regional Fed Presidents duela 1 urte 24:47
47. Highs that Haunt: Margin and Markets duela 1 urte 24:57
48. Rising Inflation and Unemployment duela 1 urte 24:32
49. Dousing the Spinnaker: Removing Risk from the Portfolio (September 5, 2025) duela 1 urte 27:54
50. Powell Pivot: August 28, 2025 duela 1 urte 27:30