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Jul 25, 2022

On this week's podcast, Phil talks about the potential federal reserve interest rate hike and the impact it could have on inflation. He also comments on earning season strength and the potential for a technical recession after second-quarter GDP is released this week.

Jul 18, 2022

Phil discussed the implication of the highest inflation since 1981, the strength of the US consumer to survive based on recent retail sales data and the potential for June to be the peak in inflation driving the stock market higher and allowing the Fed to pause after the expected July interest rate hike. 

Jul 11, 2022

Recessionary talks have ramped up in the last week, Phil begins by challenging recessionary headlines by diving into the economic data. There is no doubt that we are in the midst of a slower growth regime, however important data, like the manufacturing and services sectors numbers show that both areas of the economy...

Jul 6, 2022

This week, Phil discusses how the first half of 2022 was a historically bad start for markets. There was simply no place to hide as both stocks and bonds ended the first half in negative territory. While the moves by the federal reserve have not yet slowed down consumer demand the good news is that households still have...