Macrocast: A month of mixed signals

The Penta Podcast Channel

English - February 03, 2023 19:00 - 35 minutes - 24.3 MB - ★★★★★ - 37 ratings
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Previous Episode: Telling the story of U. S. Steel with Tara Carraro

Next Episode: Dissecting the State of the Union

On today's Macrocast, Stratton, John, and Brendan host John Dick from Civic Science and Brai Odion-Esene, founder of SW4 Insights. They delve into the latest jobs report, recent central bank meetings, and takeaways from a fascinating earnings season.

John and Brendan explain how the Fed, the European Central Bank, and the Bank of England were less aggressive in early 2023 than markets feared last year. Jobs are on the rise, but with the tech sector's lower-than-expected earnings, mass layoffs are grabbing headlines.

Read Penta's latest Jobs Day report here.

Tune in next week for more on US consumer sentiment, President Biden's State of the Union speech, and new earnings coverage.