Notes on the Week Ahead

Previewing the Fed: Easy Does It

The Jobs Mosaic

Demographics, Debt, the Dollar and Apocalyptic Assets

This podcast episode challenges the prevailing doomsday narratives about the U.S. economy, focusing on the misconceptions surrounding demographics, federal debt, and the dollar's strength. David Kelly, Chief Strategist at J.P. Morgan Asset Management, presents a data-backed perspective that reveals steady growth prospe...

Jackson Hole and the Speed of Fed Easing

The Outlook for Housing in a Macro Game of Inches

The Slowdown Scenario

Concentration Risk as the Fed gets Ready to Cut

Is 4.1% Unemployment a Recession Warning?

Expansions on Broadway

Risks and Exposure

The Wide and Foggy Road

The Normalization of an Abnormal Job Market

The Causes and Consequences of Gloom and Doom

The Investment Implications of the Federal Debt: An Update

Commercial Real Estate: Macro Risk or Investment Opportunity?

The Right Track

The Causes and Consequences of More Volatile Bonds

The Dollar Dynasty

The Right Time to Cut Rates

Wage War