PODCAST

Mind the Macro

Michael Roberts and Jeff Baldwin

Weekly economic insights from Professional Forecasters in under 20 minutes

business investing

All Episodes

00:25:21

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.

00:21:16

January FOMC Meeting

Mind the Macro ·

2025/01/29

We chat about December housing numbers and consumer confidence before discussing what happened at the January FOMC meeting/press conference.

00:20:47

Strong Consumer?

Mind the Macro ·

2025/01/22

Join us as we break down this week's biggest economic news and dig into what's really happening with consumer spending across different income levels.

00:25:49

2025 Outlook

Mind the Macro ·

2025/01/10

We discuss the jobs reports that came out this week and go into what we're looking out for in 2025.

00:19:51

Fed Cuts in December

Mind the Macro ·

2024/12/20

We talk about this week's FOMC meeting as well as other economic news of the week.

00:25:19

Modern Day Tariffs

Mind the Macro ·

2024/12/14

We chat about this week's inflation numbers and then delve into tariffs and their impact in modern economics.

00:28:16

Tariffs

Mind the Macro ·

2024/12/06

The usual weekly news followed by a historical dive into the origin and history of tariffs.

00:23:45

Housing Numbers & Quantitative Easing

Mind the Macro ·

2024/11/22

Why long term interest rates are going up while the Fed is cutting.

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Mind the Macro

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