PODCAST

Mind the Macro

Michael Roberts and Jeff Baldwin

Weekly economic insights from Professional Forecasters in under 20 minutes

business investing

All Episodes

00:21:17

Inflation & Debt

Mind the Macro ·

2024/11/14

October inflation readings and how to think about government debt

00:29:06

Transitory is Back

Mind the Macro ·

2024/11/08

US Election and the FOMC November meeting

00:21:21

Weekly Update - Nov 1

Mind the Macro ·

2024/11/01

This week we discuss recent employment statistics, September's PCE numbers, and Q3 GDP.

00:21:16

Weekly Update - October 25

Mind the Macro ·

2024/10/25

This week we discuss the housing market, the Beige Book, and the un-inversion of the yield curve.

00:22:25

Weekly Update - October 18

Mind the Macro ·

2024/10/18

This week we're talking initial jobless claims, housing numbers, and our longer term view on the markets/economy.

00:21:31

Weekly Update - October 11

Mind the Macro ·

2024/10/11

This week we're talking inflation. Both CPI and PPI were released this week. We discuss what a higher-than-expected CPI number means and what to expect in the markets going forward.

00:19:49

Weekly Update - Oct 4

Mind the Macro ·

2024/10/04

This week we have Jerome Powell's latest public comments, the September employment report, and we're entering the next stage of the Fed rates balancing act.

00:20:50

Weekly Update - Sept 27

Mind the Macro ·

2024/09/27

This episode we talk about the latest PCE number, new home sales, and the Fed's upcoming balancing act.

00:20:19

Weekly Update - Sept 23

Mind the Macro ·

2024/09/23

This episode we talk about last week's FOMC rate cut and its implications for the future.

00:20:35

Weekly Update - Sept 13

Mind the Macro ·

2024/09/13

This episode we discuss the recent CPI and PPI data points as well as next week's FOMC meeting and how that will effect the future of the markets.

00:21:03

Weekly Update - Sept 6

Mind the Macro ·

2024/09/06

This episode we discuss this week's jobs report, rate cut expectations, and the Beige Book.

00:22:20

Weekly Update - August 29

Mind the Macro ·

2024/08/29

This week we discuss Jerome Powell's Jackson Hole speech, the annual jobs number revision, and recent housing data.

00:19:28

Weekly Update - August 15

Mind the Macro ·

2024/08/15

We discuss this week's market recovery and economic releases: PPI, CPI and Retail Sales.

00:22:32

Weekly Update - August 7

Mind the Macro ·

2024/08/07

This episode we discuss the recent market selloff, the carry trade, and the importance of the Federal Reserve.

00:21:36

Weekly Update - August 2

Mind the Macro ·

2024/08/02

This week we discuss the labor markets and the July FOMC meeting.

00:24:34

Weekly Update - July 26

Mind the Macro ·

2024/07/26

This episode we discuss this week's GDP release, June PCE, and new and existing home sales.

00:19:53

Weekly Update - July 19

Mind the Macro ·

2024/07/19

This week we discuss the Beige Book, US Retail Sales, various homebuilding indicators, and how the markets did over the last week.

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Mind the Macro

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