Episodes (Page 33)
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Mortgage rates at 7% have caused historic affordability collapse for homebuyers.
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UK gilts and pound experienced extreme volatility after the mini-budget.
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Rent inflation is a major driver, making Fed targets difficult to reach.
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Marko Papic explains why market expectations about Russia's invasion were wrong.
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Pierre Andurand offers a path for Europe to survive the winter energy crisis.
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Timothy Massie discusses regulating stablecoins without new legislation.
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Ethereum successfully transitioned from proof-of-work to proof-of-stake.
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Cryptocurrencies defy traditional asset classifications, creating regulatory uncertainty.
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Zoltan Pozsar predicts a new currency regime, 'Bretton Woods 3.0', diminishing dollar centrality.
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Biden administration achieves significant economic policy wins like CHIPS and IRA.
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China's economy faces headwinds from Covid Zero policies and real estate troubles.
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Fed Chair Powell signals strong commitment to defeating inflation at Jackson Hole.
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US unemployment is low at 3.5%, but labor force participation remains below pre-crisis levels.
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The Fed is tightening policy, traditionally bearish for stocks.
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Stablecoins, dollar-linked assets on the blockchain, are a major crypto success.
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Gasoline prices significantly impact consumer sentiment and market movements.
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Rob Gramlich, Grid Strategies founder, discusses need for modernized power grid infrastructure to support renewable energy sources
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Europe faces soaring electricity prices due to the Ukraine war and gas supply cuts.
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Markets show strong bounce since June, with stocks and credit spreads up.
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Can US inflation fall to Fed target without rising unemployment?