Listen "Holding pattern"
Episode Synopsis
For investors, the market environment seems to be in a holding pattern, with little movement in economic fundamentals and a slow melt up in equity prices. For those trying to while away the time until there is some genuine change, there are some key questions that will be addressed by events in the week ahead.
More episodes of the podcast Notes on the Week Ahead
The People versus Inflation
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A Top Down View of the Earnings Surge
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Consumer Sentiment and the Stock Market
06/07/2026
The Healing of Housing
29/06/2026
Investing in a Divergent Economy
01/06/2026
Five Scenarios for the Federal Debt
25/05/2026
