Markets are knocking on the door of record highs even as the latest jobs report shows signs of a cooling labor market. Greg and Doug unpack why bad economic news can sometimes be good news for stocks,…
Interest rates are climbing, but the market doesn’t seem particularly bothered. Greg and Doug dig into why the 10-year Treasury has pushed above 5%, arguing that stronger economic growth, persistent…
The Fed is hiking again, bond yields are back above 5%, and inflation remains stubborn, but the economy and consumer continue to show surprising strength. Greg and Doug break down what the latest rate…
Doug and Greg break down a surprisingly strong jobs report and why good economic news can sometimes be bad news for markets when it raises the prospect of higher interest rates. They discuss the…
Markets are digesting shifting expectations for the Federal Reserve, stubbornly high interest rates, and continued uncertainty surrounding Iran. Doug and Greg discuss why government debt, not 5%…
Louisiana is having an economic moment. Doug and Greg talk about the massive new SpaceX investment and why it could be one of the biggest development wins in state history. Then, they turn to the…
Doug and Greg discuss rising Treasury yields, America’s growing debt load, the wild financials surrounding the LA Dodgers, and why the U.S. consumer and labor market may be much stronger than the…
Markets are hitting new highs, corporate earnings are growing rapidly and inflation continues to cool. Doug and Greg discuss why the economic backdrop remains strong and why today’s market looks very…
This week on the Lagniappe Podcast, Doug and Greg break down an unusual economic picture: job growth has stalled, interest rates remain elevated, and inflation continues to complicate the Fed’s next…
Doug and Greg discuss one of the market's most volatile weeks in recent memory. After a sharp selloff following the Fed's decision to hold rates steady while signaling a more hawkish outlook, markets…
