The Weekly Insight Podcast – Where's the Peak? In last week’s memo, we highlighted the expectations game that was surrounding the August inflation report that was released on Tuesday. The expectation was that the report would be…mixed. No [...]

The Weekly Insight Podcast – What’s Our Vector, Victor? The economy is an airplane. At least that’s what some might think when they hear the pundits talking about it these days. Terms like “soft landing” and “headwinds” keep coming up. It [...]

The Weekly Insight Podcast – Pain? Regular readers of this memo will note that we’ve highlighted a theme the last few weeks: the end of summer would be a relatively calm period before we entered a more dramatic period at the end of August [...]

The Weekly Insight Podcast – The Tax Man Cometh? It’s the end of summer. School is starting (or has already) for many. Last minute vacations are being taken. It tends to be a quiet time in the markets – and since the last inflation data, [...]

The Weekly Insight Podcast – Good Inflation Data! This most recent run on inflation has been a masterclass in the difference between public perception and economic policy. We’ve harped on it for months. And at times it has felt like we we [...]

The Weekly Insight Podcast – Silly Season Inflation, Fed, Recession. Those three themes have dominated the markets since the Fed meeting in January and have dominated the commentary in these pages as well. But now, as we’re starting to se [...]