As Mad-Eye would say: “When it comes to the dark arts, I believe in a practical approach.”
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The market, led by the banks, is finding itself under a mountain of bad news of late
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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
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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…
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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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