Episodes
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How's the stock market doing, minus AI?
The stock market's recent record highs are heavily driven by a small number of tech and AI companies, with over 95% of the S&P 500 not reaching new highs.
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We're stocking up
A rise in U.S. imports and inventories may signal strong demand, but it could also reflect specific sector growth, particularly in data center technology.
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A tale of two deficits
Demand for U.S. treasuries has faltered due to economic concerns such as inflation and economic data that are stronger than expected.
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Nike's not just doing it
The September job report shows a slowdown in hiring, with only 29,000 new jobs added, indicating companies are hesitant to expand their workforce.
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Inflation held steady in August. Yay?
Rising bond yields suggest that borrowing money is becoming more expensive for everyone, which could slow economic growth.
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OpenAI is staying private (for now)
Despite lower-than-expected inflation and steady growth, companies are heavily investing in AI to prevent falling behind in technological advancements.
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Consumer confidence slides to 12-year low
The upcoming GDP report is expected to confirm steady growth at about 1.5% in Q2, driven by resilient consumer spending and investment in inventories and AI infrastructure.
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Nvidia's record-breaking stock buyback
Bond yields reaching 19-year highs indicate rising borrowing costs and a potentially more expensive economy.
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High interest rates could balloon the national debt
Control over money and its flow influences what becomes possible in society and technology.
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Fed officials speak up on inflation
Fed officials are publicly commenting on inflation and interest rates, causing market expectations to fluctuate.
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Tension grows in the housing market
Bond yields are rising, with the 10-year Treasury reaching above 5%, indicating increased borrowing costs and investor caution.
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Time for a diesel export ban?
Banning US diesel exports in response to record-high prices could lead to worse global prices because diesel is a globally traded commodity.
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The state of U.S.-China trade
Tariffs on Chinese goods have decreased from their peak but remain higher than during the Biden administration, signaling a pause in the trade war, but unresolved tensions persist.
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Caught in the Canada trade war crossfire
The Federal Reserve's communication about future policy is intentionally cautious, but market expectations and internal statements suggest ongoing rate hikes are likely.
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Home improvement stores feel the pinch
Federal statistical agencies are crucial for providing accurate, inclusive economic data that reflects diverse populations and builds public trust.
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Bond traders take a turn in the spotlight
The Federal Reserve's recent rate hike signals ongoing concerns about inflation and geopolitical instability, influencing markets worldwide.
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Imports are way, way up
Market expectations for Fed rate hikes are high, but immediate impacts on stocks may be limited as these are already priced in.
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A cast of hawkish central bankers
Global central banks are collectively adopting a hawkish stance to combat persistent inflation, signaling a regime change in monetary policy.
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Inflation trumps wage gains
Inflation remains a significant challenge, with the Federal Reserve under pressure to raise interest rates to control it.
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What's the new normal for global oil?
Oil prices have entered a new normal of higher volatility due to ongoing Middle East conflicts and strategic geopolitical tensions.
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