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Dr Ed's Video Webcast 11/1/23
We recently raised our subjective odds of a US recession before year-end 2024 from 25% to 35% mostly because the…
Video Webcasts
130 posts
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Dr Ed's Video Webcast 10/25/23
The Middle East crisis seems to be escalating into a regional war with US involvement, existential stakes, and global effects.…
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Dr Ed's Video Webcast 10/19/23
To answer whether the latest bout of inflation in general will prove persistent or transitory, we must look deeper than…
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Dr Ed's Video Webcast 10/12/23
Today, we challenge another aspect of the hard landers’ narrative: the notion that consumers will retrench, leading the broad economy…
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Dr Ed's Video Webcast 10/4/23
Last week’s plentiful economic news netted out to support our optimistic economic outlook through next year, bringing more signs…
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Dr Ed's Video Webcast 9/27/23
The Fed has paused its rate hiking for now but not without warning that resumed tightening is possible. Either way,…
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Dr Ed's Video Webcast 9/8/23
What would it take for the Fed to abandon its hawkish stance?
Three things, suggested Fed Chair Powell’s recent…
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Dr Ed's Video Webcast 9/6/23
Is the surprising Q3 strength in the economy sustainable? Clues in the latest data releases suggest not, and our forecast…
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Dr Ed's Video Webcast 8/30/23
Today, we examine Fed Chair Jerome Powell’s Jackson Hole speech on Friday. The tone was more hawkish than we…
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Dr Ed's Video Webcast 8/16/23
Is the federal budget deficit getting too big for the bond market to fund without yields moving higher? That seems…
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Dr Ed's Video Webcast 8/9/23
This is ironic: Just when the most widely anticipated recession of all times is no longer widely anticipated, July’s…
