Reading Maroon Macro: The Bull Case for Decen...

We know when Walmart or Dollar General are doing well, those are not good signs for the health of the consumer economy, particularly when it’s higher income shoppers suddenly appearing in bigger numbers. But when that hard hit traffic starts spilling over to the local pawn shops, ...  عرض المزيد

European banks just told the ECB they are tightening lending standards by the most since 2023. At the same time, the pick up in loan demand they’re seeing is due to heightened liquidity pressures as the energy shock has especially corporate borrowers in Europe on edge. This is wh ...  عرض المزيد

How are people feeling about the economy after the dramatic drop in stocks? They’re “Googling the word ‘recession’ like crazy,” an economics professor told us. On the show today: Why perception is so important in economics. Also: The not-so-bad reasons for the higher unemployment ...  عرض المزيد

Wall Street is reacting to another big rate hike from the Fed. It’s going to hit every aspect of the economy, from debt, to housing and the markets. We’ve got all the angles covered for you. Plus, Tech stocks are taking the brunt of rising rates, with the Nasdaq down 10% in just ...  عرض المزيد

Central banks play a crucial role in monetary policy and moderating the business cycle. Our Head of Corporate Credit Research explains why, despite their power, these financial institutions can’t quickly steer through choppy economic waters.

----- Transcript - ...

The market sinking after the Federal Reserve raised interest rates by 75 basis points and forecast more hikes in the future to fight inflation. Former National Economic Council Dirctor Gary Cohn weighs in on whether a recession is now more likely than a soft landing. Jefferies Ch ...  عرض المزيد