# week ahead (podcasts) — RSS Amplifier Recent posts from the 5 feeds in the RSS Amplifier directory that cover week ahead. Page: Feed: --- ## [Macro Talk 2026.08.21](https://bobeunlimited.substack.com/p/macro-talk-20260821) _2026-08-21 · Bob Elliott · Nonconsensus_ A recording from Bob Elliott and Prometheus Research's live video [Listen](https://api.substack.com/feed/podcast/212178556/7b53e21d21d691010c7735605fffb475.mp3) ## [Mercury Meets Regulus. The Third Planet Crosses the Drain.](https://cosmicowlastrology.substack.com/p/mercury-meets-regulus-the-third-planet) _2026-08-21 · Louise Edington · Cosmic Owl_ WEEK AHEAD FORECAST: AUGUST 23–29, 2026 [Listen](https://api.substack.com/feed/podcast/212175170/05f7960a9b5e1ba69fa2d79d96fdd956.mp3) ## [RoW Resilience](https://bobeunlimited.substack.com/p/row-resilience) _2026-08-21 · Bob Elliott · Nonconsensus_ The latest PMI stats suggest developed economies outside the US are recovering steam from earlier in the year just at a time when the US seems to be showing some signs of exhaustion. ## [The Final Trick](https://dannydayan.substack.com/p/the-final-trick) _2026-08-20 · Danny Dayan · Macro Musings by Danny D_ Yesterday, the U.S. ## [The Era of Policy Ineptitude](https://bobeunlimited.substack.com/p/the-era-of-policy-ineptitude) _2026-08-20 · Bob Elliott · Nonconsensus_ For all the talk about lower yields, lower inflation, and lower oil prices coming soon, US policymakers are instead fumbling along hoping that rhetoric without firm action will somehow change reality. ## [3Q26 Starts With A Whimper](https://bobeunlimited.substack.com/p/3q26-starts-with-a-whimper) _2026-08-19 · Bob Elliott · Nonconsensus_ Across demand, employment, manufacturing, and housing, timely hard data measures of growth look to be softening right at a time when forward growth expectations are near highs. ## [Can We Allow Evolutionary Astrology to Evolve?](https://cosmicowlastrology.substack.com/p/can-we-allow-evolutionary-astrology) _2026-08-18 · Louise Edington · Cosmic Owl_ A method is not a man, and a living tradition is always mid-draft. ## [Rates Outlook: The Bill Comes Due](https://dannydayan.substack.com/p/rates-outlook-the-bill-comes-due) _2026-08-18 · Danny Dayan · Macro Musings by Danny D_ A Detailed Look At Interest Rates ## [Everyone Is A Loser in Today's AI Boom (Except Chips)](https://bobeunlimited.substack.com/p/everyone-is-a-loser-in-todays-ai) _2026-08-18 · Bob Elliott · Nonconsensus_ While AI manics cheer topline growth, nearly every party in the AI ecosystem is spending more than they are earning, an unsustainable growth engine until huge expected real economy benefits come. ## [Stuck in the Malaise Loop](https://bobeunlimited.substack.com/p/stuck-in-the-malaise-loop) _2026-08-17 · Bob Elliott · Nonconsensus_ Domestic conditions are weakening as the deleveraging becomes more entrenched. Without significant government effort to reverse the dynamics, China looks stuck in a self-reinforcing negative dynamic. ## [Hire AI-Powered Professionals (Sponsored)](https://crawlproof.com/a/MyPgbAL0vFS7) _2026-08-17 · **Sponsored**_ Browse public gigs, message candidates, and run video interviews — free to start. ## [The Week Ahead 2026.08.16](https://bobeunlimited.substack.com/p/the-week-ahead-20260816) _2026-08-16 · Bob Elliott · Nonconsensus_ Last week saw growth boom expectations stay firmly in place despite continued soft data. This week the AI themes will get all the attention as folks wait for NVDA to wrap up the season. ## [Perilous Postponement](https://dannydayan.substack.com/p/perilous-postponement) _2026-08-16 · Danny Dayan · Macro Musings by Danny D_ Week Ahead Aug 17-21 ## [The Sun Crosses the Drain. Virgo Season Begins](https://cosmicowlastrology.substack.com/p/the-sun-crosses-the-drain-virgo-season) _2026-08-14 · Louise Edington · Cosmic Owl_ WEEK AHEAD FORECAST: AUGUST 16–22, 2026 [Listen](https://api.substack.com/feed/podcast/211059200/a48b0914cc4f234f8343675cb1935038.mp3) ## [Signs of Consumer Exhaustion](https://bobeunlimited.substack.com/p/signs-of-consumer-exhaustion) _2026-08-14 · Bob Elliott · Nonconsensus_ US HH carried the economy in 1H26 with their surge in spending. Without their blowout spending, growth is likely to be far slower than many expect. ## [The Week Ahead – Light on data and low on clarity](https://nomurapodcasts.libsyn.com/the-week-ahead-light-on-data-and-low-on-clarity) _2026-08-14 · Nomura – The Week Ahead_ Preview of FOMC minutes, UK CPI, Riksbank, China activity data and BI, plus a special segment with Akshay Prasad, IWM Head of Investment Products & Advisory Solutions. We outline what to look out for in the FOMC minutes, UK CPI and labor market data, and the Riksbank decision. In Asia, we discuss China's tier-1 activity data and fiscal stimulus prospects, as well as the upcoming BI meeting.… [Listen](https://traffic.libsyn.com/secure/nomurapodcasts/20260814_WeekAhead_192kbps.mp3?dest-id=2089145) ## [Let Go of the Pedestal](https://cosmicowlastrology.substack.com/p/let-go-of-the-pedestal) _2026-08-13 · Louise Edington · Cosmic Owl_ WEEK AHEAD FORECAST: AUGUST 16–22, 2026 ## [UK Hanging In There](https://bobeunlimited.substack.com/p/uk-hanging-in-there) _2026-08-13 · Bob Elliott · Nonconsensus_ Past easing of policy helped keep the economy steady despite the recent oil shock. But more notable has been the fading of inflation which takes pressure of the BoE to do anything soon. ## [The Imaginary Boogeyman](https://bobeunlimited.substack.com/p/the-imaginary-boogeyman) _2026-08-12 · Bob Elliott · Nonconsensus_ While many wring their hands on socials about inflation pressures today, the underlying data across most categories point to subdued consumer price growth ahead absent a renewed oil shock. ## [Will the Iranian Economy Break First?](https://bobeunlimited.substack.com/p/will-the-iranian-economy-break-first) _2026-08-11 · Bob Elliott · Nonconsensus_ While the US hopes to wait out Iran, the domestic macro data suggests it could be months or even years before the economic pressures become painful enough to force a shift in policy. ## [Dance When You're Broken Open: Eclipse Week](https://cosmicowlastrology.substack.com/p/dance-when-youre-broken-open-eclipse) _2026-08-10 · Louise Edington · Cosmic Owl_ WEEK AHEAD FORECAST: AUGUST 9–15, 2026 ## [AI QA that opens fix PRs (Sponsored)](https://crawlproof.com/a/KPBUs0znvCdX) _2026-08-10 · **Sponsored**_ Run a browser QA from plain-English instructions; get GitHub issues and optional fix PRs. ## [Australia’s Alternative Reality](https://bobeunlimited.substack.com/p/australias-alternative-reality) _2026-08-10 · Bob Elliott · Nonconsensus_ Both the US and Australia faced elevated inflation and a decently strong economy driven by a building asset boom. They took very different paths. ## [The $1 Trillion Infrastructure Backlog Cities Aren’t Counting](https://podcast.strongtowns.org/e/the-1-trillion-infrastructure-backlog-cities-aren-t-counting/) _2026-08-10 · The Strong Towns Podcast_ A strong bond rating can tell investors that a city is likely to repay its debt. It says much less about whether that city can afford to replace the roads, pipes, and other infrastructure its residents depend on. Richard Ciccarone, president emeritus of Merit Research Services, developed a new metric using financial statements from nearly 2,000 cities to estimate that burden. When he compared the… [Listen](https://mcdn.podbean.com/mf/web/hikvsv3fgja73c2g/STP_8-10-26.mp3) ## [The Week Ahead 2026.08.09](https://bobeunlimited.substack.com/p/the-week-ahead-20260809) _2026-08-09 · Bob Elliott · Nonconsensus_ As the market winds down what has been another extraordinary earnings season, we get a timely read on US inflation and demand which will give some sense of how 2H26 is starting off. ## [Capacity](https://dannydayan.substack.com/p/capacity) _2026-08-09 · Danny Dayan · Macro Musings by Danny D_ Week Ahead Aug 10-14 ## [The Week Ahead - Up and Down](https://nomurapodcasts.libsyn.com/the-week-ahead-up-and-down) _2026-08-07 · Nomura – The Week Ahead_ The uncertain oil outlook remains a key theme, while markets await the US CPI report for fresh Fed clues. In the US, we share our forecasts for the coming CPI and retail sales releases and our Fed outlook. In Europe, we preview the central bank meeting in Norway, August sentiment data and discuss the heatwave. In Japan, we examine the BOJ outlook, with fresh minutes to be released and following… [Listen](https://traffic.libsyn.com/secure/nomurapodcasts/20260807_WeekAhead_192kbps.mp3?dest-id=2089145) ## [Labor Market Languishing](https://bobeunlimited.substack.com/p/labor-market-languishing) _2026-08-07 · Bob Elliott · Nonconsensus_ For all the hope that labor markets were going to pick up, the reality looks pretty soft with roughly zero job growth, tactical momentum slowing, and wage growth at cycle lows. ## [Glitter Is Back In Style](https://bobeunlimited.substack.com/p/glitter-is-back-in-style) _2026-08-06 · Bob Elliott · Nonconsensus_ Gold has quietly built a stronger foundation than many realize. With steady physical demand, limited new supply, and ETF positioning still subdued, it may not take much to drive the next leg higher. ## [ATOMIQ LEVEL Live featuring Danny Dayan with Chris J Snook](https://dannydayan.substack.com/p/atomiq-level-live-featuring-danny) _2026-08-05 · Danny Dayan · Macro Musings by Danny D_ A recording from Danny Dayan and Chris J Snook's live video [Listen](https://api.substack.com/feed/podcast/209845784/80840f86157b9be89cce8690e7d6440e.mp3) ## [Defying Reality](https://bobeunlimited.substack.com/p/defying-reality) _2026-08-05 · Bob Elliott · Nonconsensus_ Oil prices are learning heavily on admin rhetoric to price high confidence of a near-term deal even as the actual flow of barrels out of the gulf is becoming increasingly constrained. ## [Crypto Signals](https://dannydayan.substack.com/p/crypto-signals-3a9) _2026-08-04 · Danny Dayan · Macro Musings by Danny D_ It’s been a couple weeks since the last update, and there have been no new signals. ## [Open directory of blogs for agents (Sponsored)](https://crawlproof.com/a/pHKY8CCfdMEh) _2026-08-04 · **Sponsored**_ Submit URLs or OPML; receive feed pages with summaries, plus JSON/OPML/plain text ## [Crude’s Inventory Conundrum](https://bobeunlimited.substack.com/p/crudes-inventory-conundrum) _2026-08-04 · Bob Elliott · Nonconsensus_ Limited reduction in crude inventories globally suggest that the oil supply cuts have been absorbed by an extraordinary reduction in demand. Much more likely its China’s obfuscated inventory cuts. ## [A Well Timed Intervention](https://bobeunlimited.substack.com/p/a-well-timed-intervention) _2026-08-03 · Bob Elliott · Nonconsensus_ While intervention on its own rarely changes the trajectory of exchange rate markets, conditions are aligning to support the JPY here and the Treasury & MoF efforts are a kickstart to grind higher. ## [This Atlanta Corridor Makes Walking Normal and Deadly](https://podcast.strongtowns.org/e/this-atlanta-corridor-makes-walking-normal-and-deadly/) _2026-08-03 · The Strong Towns Podcast_ Atlanta’s Buford Highway supports apartment communities, small businesses, and an international food scene that draws people from across the region. It also carries six to eight lanes of fast traffic, and drivers use it as an alternate route when nearby interstates clog. More than 20% of trips happen outside a car, yet roughly 90% of the corridor’s space is reserved for vehicles. Rebecca Serna,… [Listen](https://mcdn.podbean.com/mf/web/pbkgit37bigekf89/STP_8-3-26.mp3) ## [Week Ahead 2026.08.02](https://bobeunlimited.substack.com/p/week-ahead-20260802) _2026-08-02 · Bob Elliott · Nonconsensus_ The bond market takes center stages as the QRA, employment report, and whether the JPY intervention continues will set the tone for duration currently at multi-decade highs in yield. ## [The Playbook](https://dannydayan.substack.com/p/the-playbook) _2026-08-02 · Danny Dayan · Macro Musings by Danny D_ Week Ahead Aug 3-7 ## [Which Stories Are You Telling Yourself?](https://cosmicowlastrology.substack.com/p/which-stories-are-you-telling-yourself) _2026-08-01 · Louise Edington · Cosmic Owl_ WEEK AHEAD FORECAST: AUGUST 2–8, 2026 ## [The Week Ahead – Mr Un-credible?](https://nomurapodcasts.libsyn.com/the-week-ahead-mr-un-credible) _2026-07-31 · Nomura – The Week Ahead_ Markets start to question Fed credibility, fiscal issues stay in focus for the UK, while Japan's monetary and FX policy come into the spotlight. We discuss the Fed Chair's mixed messages and preview next week's labour market release. In our special UK segment, we reflect on the BoE's "dovish" hold and discuss fiscal plans under the new PM. In Asia, the BOJ and JPY intervention are in focus, and we… [Listen](https://traffic.libsyn.com/secure/nomurapodcasts/20260731_WeekAhead_192kbps.mp3?dest-id=2089145) ## [The AI Investment Impact Myth Continues](https://bobeunlimited.substack.com/p/the-ai-investment-impact-myth-continues) _2026-07-31 · Bob Elliott · Nonconsensus_ While everyone hopes the Situational Awareness washout marks a bottom in the Semi/AI selloff, the macro data released yesterday calls into question the whole growth & profit boom attributed to AI. ## [Warsh’s Lazy Hold](https://bobeunlimited.substack.com/p/warshs-lazy-hold) _2026-07-30 · Bob Elliott · Nonconsensus_ If the Fed sits around in wait and see mode on the hikes needed to cool the equity mania and fight persistently above-target inflation, yesterday showed the long end is going to do it for them. ## [Rotation Ain’t Resilience](https://bobeunlimited.substack.com/p/rotation-aint-revaluation) _2026-07-29 · Bob Elliott · Nonconsensus_ While pundits read the recent market action as a sign the market can withstand reversal of the AI/Semi mania, it’s much more likely a sign of short covering flows than longer-term resilience. ## [FOMC Preview: Mind your FCI](https://dannydayan.substack.com/p/fomc-preview-mind-your-fci) _2026-07-28 · Danny Dayan · Macro Musings by Danny D_ Mr. Warsh, FCI Needs Your Attention. ## [Bonds Don’t Have A Supply Problem](https://bobeunlimited.substack.com/p/bonds-dont-have-a-supply-problem) _2026-07-28 · Bob Elliott · Nonconsensus_ US duration supply is normal as weak HH & corp borrowing offsets high gov deficits, which means when the extraordinary equity bid ends, bonds may be more diversifying than most expect. ## [Still A Long Road To Normalization](https://bobeunlimited.substack.com/p/still-a-long-road-to-normalization) _2026-07-27 · Bob Elliott · Nonconsensus_ De-escalation signs are crushing short-dated oil prices as we start the week, but there is still a long way to go with limited Hormuz transits, the Bab-el-Mandeb closing and Chinese demand picking up. ## [America’s Half-Funded Highway System](https://podcast.strongtowns.org/e/america-s-half-funded-highway-system/) _2026-07-27 · The Strong Towns Podcast_ The Highway Trust Fund brings in roughly $45 billion a year and spends closer to $80 billion. Congress keeps the system running by borrowing the difference and moving that money into a program still treated as if road users fully fund it. Rebecca Higgins, vice president of policy at the Eno Center for Transportation, explains how the fund reached this point and why the gap keeps growing. She and… [Listen](https://mcdn.podbean.com/mf/web/ggwcwvtry57mjfwx/STP_7-27-26.mp3) ## [Week Ahead 2026.07.26](https://bobeunlimited.substack.com/p/week-ahead-20260726) _2026-07-26 · Bob Elliott · Nonconsensus_ A week of central bank intrigue as there is still some uncertainty about how the Fed, BoJ, and BoE will handle the economic consequences of the continued Iran conflict. ## [The Funeral](https://dannydayan.substack.com/p/the-funeral) _2026-07-26 · Danny Dayan · Macro Musings by Danny D_ Week Ahead July 27-31 ## [Held In The Basket](https://cosmicowlastrology.substack.com/p/held-in-the-basket) _2026-07-24 · Louise Edington · Cosmic Owl_ WEEK AHEAD FORECAST: JULY 26–AUGUST 1, 2026 [Listen](https://api.substack.com/feed/podcast/208219142/641ba709e4ded6e5fd813123831143a3.mp3) ## [The Week Ahead – Managing a Litany of Risks](https://nomurapodcasts.libsyn.com/the-week-ahead-managing-a-litany-of-risks) _2026-07-24 · Nomura – The Week Ahead_ Preview of the Fed, BOE, BOJ and MAS and a segment discussing market risks with special guest Vijay Sundaram, Global Head of Front Office Risk & Control. We discuss the Fed and BOE remaining on-hold, US core PCE inflation easing, and the latest on UK fiscal plans. Central banks in Japan and Singapore are in focus; we think both are likely to pause, but it is a much closer call for MAS than BOJ.… [Listen](https://traffic.libsyn.com/secure/nomurapodcasts/20260724_WeekAhead_192kbps.mp3?dest-id=2089145) ## [The Mycelium, the Cradle, and the Judge](https://cosmicowlastrology.substack.com/p/the-mycelium-the-cradle-and-the-judge) _2026-07-23 · Louise Edington · Cosmic Owl_ WEEK AHEAD FORECAST: JULY 26–AUGUST 1, 2026 ## [Oil: Danger Zone](https://dannydayan.substack.com/p/oil-danger-zone) _2026-07-22 · Danny Dayan · Macro Musings by Danny D_ My last deep dive note on oil was The Oil Conundrum, where I asked why we had not seen the catastrophic prices that all the experts were calling for?