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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…
Video Webcasts
122 posts
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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…
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Dr Ed's Video Webcast 8/2/23
We’re raising the subjective odds we assign to the no-landing economic scenario through year-end 2024 (by 10% to 85%…
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Dr Ed's Video Webcast 7/26/23
The urban office real estate niche of the commercial real estate market is increasingly distressed owing to the work-from-home trend…
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Dr Ed's Video Webcast 7/19/23
Big banks’ top managements sounded relatively sanguine about the economy as they reported solid Q2 results, though JP Morgan CEO…
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Dr Ed's Video Webcast 7/12/23
June’s newly released employment report gives us clues about June’s not-yet-released CEI, and the CEI closely tracks GDP.…
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Dr Ed's Video Webcast 7/6/23
Instead of the economywide recession that was widely expected to result from the Fed’s monetary tightening, recessionary weakness rolled…
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Dr Ed's Video Webcast 6/21/23
The ranks of stock market bears are thinning as investors increasingly concede that no recession is on the horizon. Inflation…
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Dr Ed's Video Webcast 6/14/23
Investors are on the edge of their seats: Will the FOMC raise the federal funds rate (FFR) when it meets…
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Dr Ed's Video Webcast 5/31/23
Why is economic growth seemingly defying gravity, or at least the gravitational pull of the Fed’s tightening measures over…
