ABOUT THIS EPISODE
This week, our 3 Things are:
- The long end. What’s known, what’s changing.
- Easy financial conditions. What’s all this concern about rates???
- Retailer week. Housing in focus.
English
United States
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OTHER EPISODES IN THIS PODCAST
This week, our 3 Things are:
AI debt issuance. Just how big is it?
Updating the Fed. Challenging conventional thinking is a good thing.
Big bank credit color. The latest look from the largest lenders.
This week, our 3 Things are:
Oil vs. distillates. Time to focus on what actually drives the economy.
Rising uncertainty. After a welcome reprieve, it’s back.
U.S. exceptionalism. An update from McKinsey makes the case.
This week, our 3 Things are:
Caterpillar earnings. A blowout, but what does it say about the AI story?
Data center dimensions. Driver of the broadening out.
Bonds as a hedge. Checking in on correlation.
This week, our 3 Things are:
Jobs’ weakness. The June report confirms all is not well.
Q2 earnings. We’re set up for a strong quarter.
Robust consumer spend. So says one well-informed observer.
This week, our 3 Things are:
Q2 GDP. It’s better than the headline, but… .
Consumer resilience. Visa and Capital One provide views across the consumer landscape.
Recalculating inflation. Improvements are on the way.
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