Mind the Macro
By Michael Roberts and Jeff Baldwin
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Image by Michael Roberts and Jeff Baldwin
Category: Investing
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Episodes: 85
Description
Weekly economic insights from Professional Forecasters in under 20 minutes
| Episode | Date |
|---|---|
|
Payrolls and Patience
|
May 08, 2026 |
|
The Narrow Road Ahead
|
May 02, 2026 |
|
Behind Blue Skies
|
Apr 25, 2026 |
|
Dancing in the Dark
|
Apr 18, 2026 |
|
All That Glisters Is Not Gold
|
Apr 10, 2026 |
|
Flows over Fundamentals
|
Apr 07, 2026 |
|
The Gathering Storm
|
Mar 28, 2026 |
|
Inflation, Iran, and the Fed That Cannot Cut
|
Mar 21, 2026 |
|
Oil's Whiplash and Stagflation's Squeeze
|
Mar 13, 2026 |
|
Inflation, Iran and the Ghost of Executive Life
|
Mar 05, 2026 |
|
Inflation Intensifies Amid Credit Cracks
|
Feb 28, 2026 |
|
Stagflation Creeps Back Into View
|
Feb 24, 2026 |
|
Markets Catch On to the One Legged Stools
|
Feb 14, 2026 |
|
Earnings Beat, Shares Retreat
|
Feb 12, 2026 |
|
More Red Flags
|
Jan 29, 2026 |
|
Beneath the CPI Calm
|
Jan 20, 2026 |
|
More Questions Than Answers
|
Jan 10, 2026 |
|
Lies, Damned Lies, and Statistics
|
Dec 19, 2025 |
|
The Monetary Mission Impossible
|
Dec 11, 2025 |
|
Strengthening Signs of Stagflation
|
Dec 06, 2025 |
|
Double Trouble: Payrolls and Processors (Nov 21 Episode)
|
Nov 24, 2025 |
|
Stress Rising in the Shadows (Nov. 14 episode)
|
Nov 22, 2025 |
|
Signs of Weakness in the Shutdown Fog
|
Nov 22, 2025 |
|
Losing Steam
|
Nov 01, 2025 |
|
The Bear Narrative: The Fast After the Feast
|
Oct 24, 2025 |
|
The Beige and the Bruised
|
Oct 23, 2025 |
|
Toil and Trouble
|
Oct 14, 2025 |
|
Weakness in the Labor Market: Confirmed!
|
Oct 04, 2025 |
|
Mixed Signals: Housing & Regional Fed Presidents
|
Sep 26, 2025 |
|
Highs that Haunt: Margin and Markets
|
Sep 19, 2025 |
|
Rising Inflation and Unemployment
|
Sep 12, 2025 |
|
Dousing the Spinnaker: Removing Risk from the Portfolio (September 5, 2025)
|
Sep 06, 2025 |
|
Powell Pivot: August 28, 2025
|
Sep 05, 2025 |
|
Dear Chair Powell - Are you Listening?
|
Aug 22, 2025 |
|
Signs of a Slowdown But Still Too Early to Sell
|
Aug 14, 2025 |
|
Negative News Dominates the Headlines
|
Aug 08, 2025 |
|
Housing Crunch
|
Jul 29, 2025 |
|
Higher Inflation, Lower Uncertainty
|
Jul 17, 2025 |
|
Jobs Numbers and Fed Minutes
|
Jul 10, 2025 |
|
Market Recovery
|
Jun 27, 2025 |
|
Inflation Stays Low Despite Tariffs
|
Jun 13, 2025 |
|
Jobs Numbers
|
Jun 06, 2025 |
|
Consumer Confidence Jumps
|
May 30, 2025 |
|
Big Beautiful Bill
|
May 23, 2025 |
|
The Fed's Holding Pattern
|
May 08, 2025 |
|
A Slowing Economy
|
May 02, 2025 |
|
China Showdown
|
Apr 17, 2025 |
|
A Tariff Pause
|
Apr 09, 2025 |
|
Liberation Day
|
Apr 05, 2025 |
|
GDP and Trade Balances
|
Mar 27, 2025 |
|
The Fed Holds
|
Mar 21, 2025 |
|
Market Volatility
|
Mar 14, 2025 |
|
Slowing but Growing
|
Mar 08, 2025 |
|
Politicized Consumer Sentiment
|
Feb 23, 2025 |
|
Inflation Surprises Again
|
Feb 13, 2025 |
|
Rising Inflation Expectations
|
Feb 07, 2025 |
|
January FOMC Meeting
|
Jan 29, 2025 |
|
Strong Consumer?
|
Jan 22, 2025 |
|
2025 Outlook
|
Jan 10, 2025 |
|
Fed Cuts in December
|
Dec 20, 2024 |
|
Modern Day Tariffs
|
Dec 14, 2024 |
|
Tariffs
|
Dec 06, 2024 |
|
Housing Numbers & Quantitative Easing
|
Nov 22, 2024 |
|
Inflation & Debt
|
Nov 14, 2024 |
|
Transitory is Back
|
Nov 08, 2024 |
|
Weekly Update - Nov 1
|
Nov 01, 2024 |
|
Weekly Update - October 25
|
Oct 25, 2024 |
|
Weekly Update - October 18
|
Oct 18, 2024 |
|
Weekly Update - October 11
|
Oct 11, 2024 |
|
Weekly Update - Oct 4
|
Oct 04, 2024 |
|
Weekly Update - Sept 27
|
Sep 27, 2024 |
|
Weekly Update - Sept 23
|
Sep 23, 2024 |
|
Weekly Update - Sept 13
|
Sep 13, 2024 |
|
Weekly Update - Sept 6
|
Sep 06, 2024 |
|
Weekly Update - August 29
|
Aug 29, 2024 |
|
Weekly Update - August 15
|
Aug 15, 2024 |
|
Weekly Update - August 7
|
Aug 07, 2024 |
|
Weekly Update - August 2
|
Aug 02, 2024 |
|
Weekly Update - July 26
|
Jul 26, 2024 |
|
Weekly Update - July 19
|
Jul 19, 2024 |
|
Weekly Update - July 12
|
Jul 12, 2024 |
|
Weekly Update - July 2
|
Jul 02, 2024 |
|
Weekly Update - June 28
|
Jul 01, 2024 |
|
Historical Background
|
Jun 28, 2024 |
|
Introduction
|
Jun 28, 2024 |