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Mind the Macro
Michael Roberts and Jeff Baldwin
62 episodes
4 days ago
Weekly economic insights from Professional Forecasters in under 20 minutes
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Investing
Business
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All content for Mind the Macro is the property of Michael Roberts and Jeff Baldwin and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Weekly economic insights from Professional Forecasters in under 20 minutes
Show more...
Investing
Business
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Mixed Signals: Housing & Regional Fed Presidents
Mind the Macro
24 minutes 47 seconds
1 month ago
Mixed Signals: Housing & Regional Fed Presidents

Markets were cheered this week by stronger-than-expected new home sales. We are less impressed. The data are notoriously volatile and often revised, offering at best a hazy snapshot of the housing market. More telling, perhaps, is the discord within the Federal Reserve. Regional presidents have struck markedly different notes from Jerome Powell’s message last week, underscoring the policy uncertainty that continues to shadow the economic outlook.

Mind the Macro
Weekly economic insights from Professional Forecasters in under 20 minutes