I've Never Seen Anything Like This… Until Now

It's volumes, not dollars. How much product is actually being moved or not. What convenience stores are reporting isn't just more evidence for what the Census Bureau finally figure out in the wake of the massive retail sales downgrade. The energy shock is really dragging on Ameri ...  Show more

Everyone is talking about rate hikes and hot inflation.Yesterday’s CPI was supposedly another reason to sell Treasuries. Today’s PPI was supposed to confirm it. Yields initially surged, commentators dusted off the usual higher-for-longer clichés, and the Federal Reserve’s imagine ...  Show more

What the hell is going on with bond markets? Why are people buying less food? Is the Fed priced into more rate hikes? NLW explores all of this and more. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/nath ...  Show more

-- Up go the rates… again!

-- Inflation to hit 8%

-- A bear market… and a recession on the way?

-- What do we do with the banks?

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This week, we discuss all the growing list of weaker labor market data after August NFP showed just 22K jobs added. We also debate whether the Fed will have room to cut 50bps in September while stagflation rears its head, the potential implications if tariffs are overturned, and ...  Show more

This week, we discuss the biggest risks to the economy, whether Mag7 is a bubble, surprisingly strong consumer data, the increasingly noisy housing and labor markets, risks around Fed policy and dollar liquidity, and why gold has been a cleaner macro hedge than Bitcoin. Enjoy! — ...  Show more