
A Top Down View of the Earnings Surge
Jul 20, 2026 - 15:35
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Last week, as a frothy stock market continued to zigzag across a high plateau, two events occurred with significant implications for the macroeconomic outlook. First, the President signed a Memorandum of Understanding wi...
The MOU and Warsh: A Changing Macro Landscape is an episode from Notes on the Week Ahead by Dr. David Kelly. Last week, as a frothy stock market continued to zigzag across a high plateau, two events occurred with significant implications fo...
This episode belongs to Notes on the Week Ahead.
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Published Jun 22, 2026, 10:31 long, audio available.