HeyJaredMind the Macro
Weekly economic insights from Professional Forecasters in under 20 minutes
- Indexed episodes, last 90 days
- 6
- Latest publication
- Sep 10, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 18, 2026
Latest episodes
Livin' on a Prayer: The Bond Market Edition (opens the original)
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This week, we discuss the latest Employment Report, the Treasury’s $6 billion repurchase operation, the rise in Treasury yields, intervention in the Japanese yen, the war in Iran, and widening CCC credit spreads. While equity markets have remained remarkably stable, bond markets have borne much of the strain from recent macroeconomic and geopolitical developments. Many observers hailed the latest nonfarm payrolls report as evidence of a resilient labor market, but the underlying figures were con
August 31 Episode (opens the original)
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In this episode, we discuss the most recent PCE release and Fed Chair Kevin Warsh's speech at Jackson Hole. PCE came in higher than anticipated keeping the Federal Reserve on their toes. In addition, Warsh indicated in his Jackson Hole speech that the Fed needs to be more attentive to it's inflation mandate.
Back at It! (opens the original)
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This week, we discuss the latest inflation data, the jobs report, Treasury Secretary Scott Bessent's bond buybacks, and the Federal Reserve minutes. July CPI came in below expectations, although much of the relief once again reflected energy prices. With that support likely to fade, we expect inflation to move higher in August. The labor market offered less cause for optimism. Headline payroll growth fell well short of expectations, reinforcing the weakness we have highlighted in recent months.
Warsh Fumbles, Bonds Tumble (opens the original)
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In this episode, we discuss Japan's latest efforts to stabilize the yen, the latest GDP report, and Chair Warsh's most recent press conference. After the yen fell to its weakest level against the dollar in four decades, Japanese policymakers began selling United States Treasuries, pushing the yield on the 30 year Treasury to its highest level since the Global Financial Crisis. The yen's decline reflected the wide interest rate differential between Japan and the United States, rising energy impor
Rising Rates and the Bigger Picture (opens the original)
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This week, we examine housing, the labor market, rising interest rate expectations, and our broader investment thesis. The Census Bureau's latest report on new home sales modestly exceeded expectations, but sales remain historically subdued as the housing market continues to slow across much of the country. Initial unemployment claims unexpectedly declined, yet the headline figure masks several important developments, including weaker hiring, the retirement of baby boomers, and slower immigratio
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