The Weekly Insight Podcast
1) Don't Get Too Excited (About Rate Cuts)
We know we’re not breaking any news when we tell you Chairman Powell and the Fed cut rates last week. The long-anticipated cut was received very well by markets which closed the week at all-time highs...Show More
2) The Two Types of Corrections
The Fed is meeting this week and expected to cut rates. In the media’s calculus this should be good for markets. But it wasn’t particularly good the last time they cut rates. So what happens if the ma...Show More
3) A Court Battle Over Tariffs
Read more here: https://insightwealthgroup.com/the-weekly-insight-a-court-battle-over-tariffs/
4) Powell's Predicament
Read more here: https://insightwealthgroup.com/the-weekly-insight-powells-predicament/
5) CPI’s Oft-Forgotten Cousin
The big news in the markets last week was the CPI data. It was a bit of a mixed report. If you were looking for good news, it was there. The same goes for bad news. But the report we found more intere...Show More
6) The State of the Consumer
As the financial world obsesses about tariffs, we got to thinking about who these tariffs might impact: consumers. As regular readers of our memos know, the U.S. consumer is a powerful economic force....Show More
7) Where's the Impact of Tariffs?
The story of 2025 has been tariffs. And yet, despite a significant market correction in April, markets have recovered nicely. But the tariff discussion isn’t over yet. They are happening. And there is...Show More
8) The 24-Hour Market Cycle
In politics, they frequently refer to the 24-hour news cycle. The flood of information it creates presents opportunities – and hazards – for candidates. The same cycle exists for the market. And right...Show More
9) What's Different About Tariffs Today?
The White House came out firing on tariffs last week. New tariffs were announced for the E.U., Mexico, Canada and a number of other countries. But the response from Wall Street was very different from...Show More
10) One Big Beautiful Podcast
While the Nation was celebrating our 249th birthday over the weekend, Republicans in Congress were busy passing President Trump’s “One Big Beautiful Bill”. It is, as the name implies, BIG! At 897 page...Show More