1970s (Economics) are Back in Style!
The Fed confirmed our suspicions: Stagflation is here. Luckily, we can draw some lessons from the 1970s on how to respond.
What I Care About This Week | 2026 Sep 8
August jobs were fantastic, but markets only see “the Fed’s gonna hike” lens. The AI trade comes back to life after Nvidia’s earnings, and CPI vs the Fed.
What I Care About This Week | 2026 Aug 24
Inflation, jobs, and gold are telling the story of stagflation.
What I Care About This Week | 2026 Aug 3
Stagflation is now our baseline scenario, investors want to see revenue from AI spending, and chip-makers report this week.
What I Care About This Week | 2026 July 27
The most consquential week of this quarter: the Fed announces rates, four of the “Mag 7” report earnings, and oil continues to whipsaw.
What I Care About This Week | 2026 July 20
Oil markets are again jittery with renewed conflict in Iran. This has increased risks of stagflation and recession, but corporate earnings remain excellent.
What I Care About This Week | 2026 June 1
Stagflation concerns resurface. Corporate earnings had a blow-out quarter, and all eyes are on employment figures this week.
What I Care About This Week | 2026 May 18
Inflation is back, bond yields have crossed important levels, and earnings remain very strong.
What I Care About This Week | 2026 May 4
Corporate earnings are fantastic, Private Credit is still a concern, and US markets look expensive.
What I Care About This Week | 2026 Apr 27
Ivestors shrug off the war in Iran, focusing instead on earnings; Private credit and large layoffs have me concerned, but earnings are very good.