Lots More With Claudia Sahm on What the Sahm Rule Is Saying Now
The Federal Reserve appears to be ready to pivot into rate cutting mode. Inflation has come down significantly, and the unemployment rate has been trending upward for most of the year. In fact, in the...
16 Aug 202425min
How the White House Thinks About Economic Security
The past few years have thrown up a number of potential weaknesses in the American economy. There've been disruptions to supply chains stemming from the global pandemic. There are concerns about the a...
15 Aug 202455min
How the US Treasury Will Fund the Next $20 Trillion in Debt
When it comes to financing the US government's borrowing needs, the Treasury Department has some discretion in how it's done. It can sell 30-year Treasuries. It can sell 10-year Treasuries. It can sel...
12 Aug 202445min
How a Traditional Toymaker Is Going Big on Digital Games
Hasbro has been making toys for decades, including many classic favorites like G.I. Joe and My Little Pony. But in recent years, it's also been going big on digital games. An app version of the classi...
9 Aug 202451min
Goldman Sachs CIO on How the Bank Is Actually Using AI
There's a lot of hype around generative AI and many people have interfaced with ChatGPT, Claude, or Gemini at this point. It's fun to ask these large language models to come up with a song parody or t...
8 Aug 202451min
Lots More on Solving the Mystery of the Big Market Selloff
The S&P 500 has plunged more than 5% over the past couple of trading days. The Nasdaq 100 is down 7%. The Nikkei fell an astonishing 13% on Monday and then triggered a circuitbreaker as it climbed up ...
6 Aug 202428min
Matt King on the Hidden Forces Driving the Market Selloff
The Nasdaq is now in correction territory and the S&P 500 is down more than 2% so far this month. Analysts are blaming any number of things for the selloff, including a slowdown in the economy, the Fe...
5 Aug 202441min
Lots More: Did the Fed Just Make a Policy Mistake?
This week, the Federal Reserve opted to keep interest rates unchanged while suggesting that it could cut as soon as September. But there's an ongoing discussion about whether or not the Fed is behind ...
2 Aug 202426min
