This Was the Point of NO return (CPI Breakdow...

Private credit is changing again. And this time, the story is not just that investors are still trying to pull money out. That is still happening, of course, with BlackRock the latest name too see a huge run. But now there is another problem. It is not only that current investors ...  Show more

China just hit another record, though not the kind officials want to talk about. Not record growth. Not record confidence. Not record consumer spending. A record decline in household borrowing. Chinese households are not just borrowing less. They are pulling back at a pace we hav ...  Show more

Economists say that inflation is just too much money chasing too few goods.But something else can make inflation stick around.If you think of the 1970s, the last time the U.S. had really high sustained inflation, a big concern was rising wages. Prices for goods and services were ...  Show more

On today’s show we are taking a look at the Macro economy. The bureau of Labor and Statistics published the latest CPI data which came in a bit hotter than expected. This is implying that the Fed will need to keep interest rates higher for longer to combat inflation. The Fed k ...

The Norwegian central bank raised the interest rates by 50bp yesterday and said that there will be a similar move in September, to tackle the soaring inflation in Norway. The Philippines hiked by 50bp as well, to cool inflation. The Federal Reserve (Fed) minutes released this Wed ...  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