Podcast: When the Chaos Hit the Fan
Our 4Q19 outlook, the labor market looks tight, but a recession is not imminentPlease listen to our weekly podcast summarizing our October 5th note and consider becoming a paid subscriber. If you are...
7 Okt 20196min
Podcast: Capitalism, Socialism and Mercantilism
Adam Smith's invisible hand is solving the 'China problem'Please listen to our weekly podcast summarizing our September 28 note and consider becoming a paid subscriber. We made this week’s full note a...
30 Sep 20198min
Podcast: Hanging Around the Highs
Trade Restriction or Reciprocity, October 'QE Lite' and the end of forward guidancePlease listen to our weekly podcast summarizing our September 21 note and consider becoming a paid subscriber, if you...
23 Sep 20195min
Podcast: Regime Change
Was the wild week for equity factors and Treasuries due to the growth mix shift?Please listen to our weekly podcast summarizing our September 15 note and consider becoming a paid subscriber, if you ar...
16 Sep 20196min
Podcast: Payrolls & The Convexity Comeback
Please listen to our weekly podcast summarizing our September 7 note and consider becoming a paid subscriber, if you are not already, to read the full report. If you are a recent free subscriber and w...
9 Sep 20197min
Podcast: The Mix Matters
Please listen to our weekly podcast summarizing our August 31st note and consider becoming a paid subscriber, if you are not already, to read the full report. If you are a recent free subscriber and w...
3 Sep 20196min
Podcast: Yield Curve to the World
Please listen to our weekly podcast summarizing our August 17th note and consider becoming a paid subscriber, if you are not already, to read the full report. If you are a recent free subscriber and w...
19 Aug 20196min
Over? Did you say over? Weekly Podcast
Please listen to our weekly podcast summarizing our August 10th note and consider becoming a paid subscriber, if you are not already, to read the full report. If you are a recent subscriber and would ...
12 Aug 20196min
