PODCAST

Mind the Macro

Michael Roberts and Jeff Baldwin

Weekly economic insights from Professional Forecasters in under 20 minutes

business investing

All Episodes

00:25:23

Housing Crunch

Mind the Macro ·

2025/07/29

In Episode 49, we discuss recent housing data pointing to a deteriorating outlook.

00:23:11

Higher Inflation, Lower Uncertainty

Mind the Macro ·

2025/07/17

We discuss the recent CPI and PPI releases, lower universal tariff threats, and red flags in the Beige Book, housing market, and credit market.

00:21:36

Jobs Numbers and Fed Minutes

Mind the Macro ·

2025/07/10

This week we chat about mixed jobs numbers out for May and June and what the Fed Minutes tell us about their likely future actions.

00:21:59

Market Recovery

Mind the Macro ·

2025/06/27

This episode we talk about the US equity market recovery vs Europe and Asia. We also go into inflation numbers released this week and other consumer spending metrics over the last few months.

00:21:30

Inflation Stays Low Despite Tariffs

Mind the Macro ·

2025/06/13

This week we chat about May inflation numbers, consumer confidence improving, and the interesting anomaly in Israel's strike on Iran.

00:22:30

Jobs Numbers

Mind the Macro ·

2025/06/06

This episode we talk about all the jobs numbers out this week as well as the Beige Book and the surprising Mag7 Q1 earnings.

00:19:23

Consumer Confidence Jumps

Mind the Macro ·

2025/05/30

This week we chat about consumer confidence, GDP forecasts, and the latest on inflation.

00:25:21

Big Beautiful Bill

Mind the Macro ·

2025/05/23

This episode we talk CPI, home sales numbers and what Trump's "Big Beautiful Bill" means for the US deficit.

00:24:34

The Fed's Holding Pattern

Mind the Macro ·

2025/05/08

This week we discuss the Fed's latest meeting and what is to come in the future.

00:22:03

A Slowing Economy

Mind the Macro ·

2025/05/02

This week we discuss the Q1 GDP release although with the latest jobs report and inflation numbers.

00:32:37

China Showdown

Mind the Macro ·

2025/04/17

This episode we focus on China and the current trade tensions. How big of a trading partner is the US for China and vice versa.

00:24:35

A Tariff Pause

Mind the Macro ·

2025/04/09

This episode we're talking about the 90-day pause that was just put on tariffs and the market reaction.

00:41:12

Liberation Day

Mind the Macro ·

2025/04/05

This week we talk about the new tariffs and their possible impact on the economy going forward.

00:20:27

GDP and Trade Balances

Mind the Macro ·

2025/03/27

This week to discuss new home sales, consumer confidence, and possible future GDP numbers.

00:21:01

The Fed Holds

Mind the Macro ·

2025/03/21

This week we chat about February housing numbers and the latest FOMC meeting.

00:19:11

Market Volatility

Mind the Macro ·

2025/03/14

We discuss the recent drop in the stock market, some inflation numbers out this week, and the labor market still going strong.

00:23:37

Slowing but Growing

Mind the Macro ·

2025/03/08

In this episode we chat about the latest US Jobs report, unemployment, the Beige Book, and the Atlanta Fed's GDPNow forecast.

00:22:14

Politicized Consumer Sentiment

Mind the Macro ·

2025/02/23

This week we discuss the latest housing numbers, University of Michigan's consumer sentiment index, and the minutes from January's FOMC meeting.

00:22:32

Inflation Surprises Again

Mind the Macro ·

2025/02/13

We chat about recently released inflation numbers (January CPI and PPI) as well as an event we recently attended with a PIMCO economist.

00:23:02

Rising Inflation Expectations

Mind the Macro ·

2025/02/07

We discuss recent inflation and jobs numbers as well as the latest Consumer Sentiment release from the University of Michigan.

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Mind the Macro

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