# Is the Economy Running Too Hot? | Macro Mondays: August 10, 2026 Page: https://stenobird.com/podcast/macro-mondays-6431466/is-the-economy-running-too-hot-macro-mondays-august-10-2026 Text version: https://stenobird.com/podcast/macro-mondays-6431466/is-the-economy-running-too-hot-macro-mondays-august-10-2026.md Podcast: [Macro Mondays](https://stenobird.com/podcast/macro-mondays-6431466) Published: 2026-08-10T17:00:00+00:00 Episode link: https://www.buzzsprout.com/2206288/episodes/19627034-is-the-economy-running-too-hot-macro-mondays-august-10-2026.mp3 Audio file: https://www.buzzsprout.com/2206288/episodes/19627034-is-the-economy-running-too-hot-macro-mondays-august-10-2026.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/macro-mondays-6431466/episodes/is-the-economy-running-too-hot-macro-mondays-august-10-2026 Duration seconds: 1568 ## Resource Andreas Steno and Mikkel Rosenvold are back to unpack a seemingly contradictory macro setup, with the economy running hot despite slowing jobs growth and fading inflation. They break down Andreas’ latest convictions on where we are in the business cycle, and whether Kevin Warsh and the Fed are misreading the setup. πŸ”₯ Get 𝗙π—₯π—˜π—˜ π—”π—–π—–π—˜π—¦π—¦ to Real Vision https://rvtv.io/3YOZZUe Timestamps: 00:23 - CPI Preview: Is Inflation Falling Faster Than Expected? 01:11 - Why Tariff Refunds ... ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/macro-mondays-6431466/episodes/is-the-economy-running-too-hot-macro-mondays-august-10-2026/transcription-requests` β€” Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/macro-mondays-6431466/is-the-economy-running-too-hot-macro-mondays-august-10-2026.md` β€” Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.