As Mad-Eye would say: “When it comes to the dark arts, I believe in a practical approach.”
The market, led by the banks, is finding itself under a mountain of bad news of late
Macro Matters podcastWatch now (36 min) | Bonus content
What is everyone else saying?Watch now (34 min) | This week I review a dozen other Substack blogs that I am reading to see what they think about the economy and the markets
If Alice was looking in the markets instead of Wonderland, she may have cried Seriouser and Seriouser
Macro Matters webcastWatch now (33 min) | Inflation, growth, the Fed and duration
With the recession vs. soft-landing debate still lingering, I take a step back and look at my personal rules for what I think has made me a better…
After an incredibly busy week, I find it is important to go through and try to understand what we learned so I don't get caught up in the noise
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