We’re just hours away from November’s CPI print, and economists are looking for the highest reading in nearly 40 years. What that could mean for the Fed and how you should prime yourself for the report. Plus a “Nu” Kid on the Block. How the traders are playing a Berkshire-backed Brazilian bank that made its market debut today.
Oct 9
Cracks In Homebuilder Foundation Grow… And De-Dollarization Drama 10/9/25
More cracks starting to form in the homebuilder trade, as those stocks continue to fall. The next move in the group, and what it will take to turn the housing trade around. Plus Alarm bells in the dollar trade, as a decade-low Fed custody holding raises de-dollarization concerns. ... Show More
43m 41s
Dec 2022
Where Things Stand Now With Inflation and the Fed
Last week was a big one. On Tuesday, we got a CPI report that came in substantially cooler than expected. Then on Wednesday, the Fed hiked 50 basis points, which was a step down from the series of 75 basis point hikes that we had been getting at recent meetings. So where do thing ... Show More
49m 37s
Oct 2021
The Federal Reserve and the Future of Digital Currency
Sunayna Tuteja, the Fed's first Chief Innovation Officer, joins the show in her first interview to discuss how the central bank is approaching the development of a digital currency, and how it plans to regulate cryptocurrency. Plus, the first Bitcoin-related ETF started trading i ... Show More
27m 13s
Oct 2022
It’s Not Just Inflation, The Fed’s Lost Control | Round Up
The CPI print just came out, and prices are hot. This week's roundup explores the implications of high inflation, what it means for company earnings and what to expect next.Has the Fed lost control? Is this the fault of current or prior regimes? Where are rates headed? Is QE comi ... Show More
1h 3m