Jeff goes solo off-script to talk about the recent equity weakness, the things he looks for to call a tactical bottom and where we stand currently.

RenMac discusses the implications of the global gold rush led by central banks; why the latest inflation report still points to when, not if the Fed cuts interest rates; how a cooling labor market mea

RenMac discusses the bullish jobs number, why it might not keep the Fed from cutting in June, how it might send neutral rates higher, why No Labels ended up with no candidate and who benefits, how ris

RenMac discusses Fed Governor Wallers comments, context, and contrast with Powell; reconciling GDI and GDP; Bidens bump in the Bloomberg battleground state poll, and some evidence of the momentum tr

RenMac discusses how Michigan may determine the 2024 presidential outcome and how it is driving Bidens EV policies, why the six months of progress on inflation is outweighing the previous two months

For nearly three decades, Ethan Harris was a fixture on Wall Street. After a stint at the New York Fed, Ethan went to Lehman Brothers where he served as the firms Chief US Economist. I had the good f

Neil and Steve welcome Kevin to the podcast to discuss Senate Majority Leader Chuck Schumers desire to replace Israeli Prime Minister Benjamin Netanyahu, the House vote to put TikTok on the clock, ho

RenMac discusses how the payroll print is bullish for the soft-landing camp, why you should keep watching the unemployment number, how both parties saw what they wanted to in Bidens SOTU, the takeawa

RenMac discusses the relief rally in response to inflation data coming in as expected, why a stronger economy doesnt linearly map to inflation, how a May Fed cut could be underpriced, another govt c

Howard joins Jeff and Steve to discuss the depressing U.S. debt outlook from the CBO, how the transformation of Japans economy is impacting global markets, the pace of the Fed slowing quantitative ti