Nov 28, 2022
This week, Phil talks about the S&P 500 earnings, peak inflation, American exceptionalism, and immigration.
Nov 21, 2022
This week, Phil talks about the economic impact of Thanksgiving costs being higher from last year, the World Cup, and recent economic data that suggests the consumer is holding on and spending during the holiday season.
Nov 14, 2022
This week, Phil talks about the surprising inflation reduction from last week, the impact of the election, and the Federal Reserve's reaction so far.
Nov 8, 2022
This week, Phil talks about the impact of the midterm election on markets, the Federal Reserve’s most recent comments, and the strength of the US consumer.