Rising Inflation and Unemployment

Update: 2025-09-12

Description

Dan joins us again to discuss the implications of the massive negative revisions to nonfarm payrolls for the period April 2024 to March 2025. In addition, we discuss recent rising CPI figures and the conundrum facing the Federal Reserve; namely, the conflict in its inflation and employment mandates.

Comments

In Channel

Strengthening Signs of Stagflation

2025-12-0623:39

Double Trouble: Payrolls and Processors (Nov 21 Episode)

2025-11-2420:53

Stress Rising in the Shadows (Nov. 14 episode)

2025-11-2224:01

Signs of Weakness in the Shutdown Fog

2025-11-2224:12

Losing Steam

2025-11-0126:36

The Bear Narrative: The Fast After the Feast

2025-10-2424:14

The Beige and the Bruised

2025-10-2321:25

Toil and Trouble

2025-10-1421:06

Weakness in the Labor Market: Confirmed!

2025-10-0422:39

Mixed Signals: Housing & Regional Fed Presidents

2025-09-2624:47

Highs that Haunt: Margin and Markets

2025-09-1924:57

Rising Inflation and Unemployment

2025-09-1224:32

Dousing the Spinnaker: Removing Risk from the Portfolio (September 5, 2025)

2025-09-0627:54

Powell Pivot: August 28, 2025

2025-09-0527:30

Dear Chair Powell - Are you Listening?

2025-08-2226:30

Signs of a Slowdown But Still Too Early to Sell

2025-08-1428:36

Negative News Dominates the Headlines

2025-08-0824:52

Housing Crunch

2025-07-2925:23

Higher Inflation, Lower Uncertainty

2025-07-1723:11

Jobs Numbers and Fed Minutes

2025-07-1021:36

00:00

Rising Inflation and Unemployment

Michael Roberts and Jeff Baldwin

#box-pro-ellipsis-176505907252955{-webkit-line-clamp:2;}Rising Inflation and Unemployment

Rising Inflation and Unemployment

Michael Roberts and Jeff Baldwin

Rising Inflation and Unemployment