Steve Lord
speaker
944 appearances
4 recordings
1 series
first heard Jul 2025
last heard 7 Apr
Steve Lord’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 3 in all, peaking in Apr 2026 with 1.
Appearances
And don't forget, we lost a lot of insight into the economy at the back half of last year in Q four.
We lost the employment numbers, we lost the veracity of a lot of the tracking that the BLS and the Fed do.
So mix all of that in together and I think
Some of the longer like deep seated macro trends that we called out in twenty twenty five are still very much in play, but they're really gonna be a twenty twenty-six event and not a twenty twenty-five event.
I think that's the right description.
Cautiously optimistic.
Um, and and this is for a number of reasons.
And there's a couple cross currents to call out there, but I think primary among those reasons is a sense that the the country was able to digest 2025 without a train wreck.
And if you think about what we went through in 2025, that any one of those things we went through would have been enough to torpedo economies, the tariffs alone, right?
Mm-hmm.
Yeah.
And we're it's, you know, first big trading day of January after the break and the stock market's hitting a record high, right?
Right.
So that alone is a pretty encouraging sign.
The the market, the public market is a forward discounting mechanism.
It's trying to price what's going to happen.
So what the market is telling you is tariffs, Trump, Venezuela now.
uh all of this stuff is kind of noise around the edges of what is and remains in despite a lot of predictions otherwise an actually very strong economy at the bottom line.
Employment that that's a thing to note for the year ahead and especially the first half, the employment numbers are gonna be the key.
And those were low.
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