What Does 3.5% Inflation Really Mean?

On today’s show we are talking about the narratives that impact market movement. Throughout history there have been two truths:What happenedThe story about what happened.It’s that narrative that can powerfully influence the perception of what happened and the way investors view t ...  Show more

On today’s show we are talking about one of the greatest threats to real estate, and it doesn’t come from real estate, or even have anything to do with real estate. The word bubble has been making headlines lately with an increasing number of pundits calling the level of investme ...  Show more

There’s a dichotomy between the pace of job growth and the unemployment rate. Our Chief U.S. Economist Michael Gapen and Global Head of Macro Strategy Matthew Hornbach analyze how the Fed might address this paradox.

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A couple of years ago, when warning of the need to fight inflation, Jerome Powell, Governor of the US Federal Reserve says interest rate would rise and jobs might disappear. Yet, interest rates have risen, and unemployment hasn’t fallen anywhere near as much as expected. So, what ...  Show more

In this follow-up to our episode on inflation, we zoom in on one of the most underrated yet powerful forces shaping monetary policy and market moves: inflation expectations. What do people think prices will do in the future? Those expectations can actually fuel real inflation thr ...  Show more

With this week’s announcement of a rate cut and further cuts in the offing, the Fed seems willing to let the U.S. economy run a little hot. Our Head of Corporate Credit Andrew Sheets explains why this could give an unexpected boost to the European bond market. 

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