Lots More on the Growing Risks to the US Labor Market
Episode Date: February 28, 2025A week from today we will get the February jobs report and there are growing concerns that the US labor market is slowing. Already, the number of sect...
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1183 episodes transcribedA week from today we will get the February jobs report and there are growing concerns that the US labor market is slowing. Already, the number of sect...
The first month of the Trump administration has been noisy and novel by basically any measure. But perhaps the biggest shockwaves have been in the rea...
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The Trump administration has come into office with big ambitions to lower the size of the US deficit. So far, a number of small items have been identi...
There's a pretty widespread recognition that the EU is facing a bunch of economic challenges right now. Growth has been slowing and, as in many places...
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Marko Kolanovic was one of the biggest names in markets, earning the nickname 'Gandalf' for some eerily prescient calls over the years. But last July...
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One of the primary drivers of elevated inflation — and the high cost of living in general — is the price of shelter. Whether you're buying...
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The run-up in Big Tech stocks and all the hype over AI has put a bunch of investors on "bubble watch." One of those is Howard Marks, the co-founder an...
There's a lot of talk right now about concentration risk in US equities. For instance, the top 10 stocks in the S&P 500 currently account for 38%...