Macroeconomics

Let’s Get Fiscal

This week we look at the debate among economists about fiscal policy and what more deficit spending might mean for markets. Let me hear the borrowing talk!

Macroeconomics

The Fed’s Second Dovish Plot Twist

Sometimes when you take a week off you miss something. Last week, Fed members gave some important speeches, arguably among the most important since Powell took the reins. We look at them in this week’s Wrap Up.

Macroeconomics

Does Anyone Remember the Carry Trade?

This week’s Wrap-Up looks at carry portfolios and carry trades and why commentators may be avoiding the topic.

Macroeconomics

Jobs Are Good

This week we look at why stocks sometimes react positively to strong employment numbers, while other times they don't. We promise it will be more exciting than the Super Bowl half-time show was.