Welcome back to The Macro Weekly. Each week, I curate the best investment insights of the past week. Thank you for being a subscriber.
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The WSJ’s Grep Ip on the state of the labor market and its effect on the Fed’s interest rate rises.
Lykeion on what to expect in the second quarter.
Theodore Seides reminds us of the role of liquidity in financial markets and lessons to follow when liquidity reverses. This article is from 2006 but is as relevant today as it was then.
Listen
Forward Guidance Podcast: Charles Schwab Chief Investment Strategist Liz Ann Sonders on why a recession in the US is unavoidable.
On the Margin Podcast: Jim Bianco delves into the banking sector's issues and how the Fed will handle inflation and financial stability concerns.
Odd Lots Podcast: Jim Costello dives into the inner workings of the Commercial Real Estate market and what it could face over the coming years.
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