by Mish

This month we discussed the Fed rate hike, the State of Illinois, loan creation, autos, housing, the yield curve, the Fed’s balance sheet, and GDP prospects.

The video is about a half-hour long.

Mike “Mish” Shedlock


Mish Monthly Macro Video April 2017

Once a month I get together with Gordon Long for a videocast of the month’s hot news topics.

Monthly Macro Video Mish with Gordon Long

Roughly every month, but on no particular day or date schedule, I get together with Gordon Long to discuss the global macro picture

Mish Interview With “Bitcoin Jesus”

Of all the topics that readers have pleaded me to write about for months but I never did until now, “bitcoins” are at the top of the list.

Spotlight on Fed’s Balance Sheet Plans

The Fed has had ample time to reduce its massive $4.5 trillion balance sheet.

Six GDP Estimates: ZeroHedge, Mish, GDPNow, Nowcast, ISM, Markit

On Wednesday, I asked a handful of bloggers and economic writers their estimate for first quarter GDP.

CNBC’s Santelli and Mish Discuss Municipal Bonds; Egan-Jones on Chicago; S&P Blames Moody’s

I was back on CNBC with Rick Santelli on Tuesday May 19. The topic once again was municipal bonds with a spotlight on Chicago. Here are a pair of videos.

Barry Ritholtz Asks “Why Has Inflation Remained Low for So Long?” Mish Asks “Is Inflation Low?”

Barry Ritholtz at the Big Picture Blog asks “Why Has Inflation Remained Low for So Long?”

Fed Hikes, Issues Boilerplate Statement With One Surprise; Dot Plot Spotlight Analysis

The Fed hiked today, first quarter weakness aside and second quarter weakness aside. There was one dissent.

GDP Estimates: Mish, ZeroHedge, GDPNow, Econoday, Nowcast, Markit

Inventory numbers today suggest a far bigger inventory contribution to GDP than I expected even last week. However, given poor retail sales, the inventory build will most likely result in a third quarter payback.