Keeping it Real Podcast with Dr. Kuehl

Keeping it Real Podcast with Dr. Kuehl

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A weekly podcast, “Keeping it Real with Dr. Kuehl,” debut in July 2020. In these podcasts, ASA Chief Economist, Dr. Chris Kuehl, provides a brief 5-10 minute economic update on areas of keen interest to ASA members, including industrial PVF commodities.

American Supply Association


    • Apr 25, 2025 LATEST EPISODE
    • every other week NEW EPISODES
    • 7m AVG DURATION
    • 177 EPISODES
    • 4 SEASONS


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    Latest episodes from Keeping it Real Podcast with Dr. Kuehl

    The Tariff Tangle: Manufacturing, Markets & What Comes Next”

    Play Episode Listen Later Apr 25, 2025 6:32


    Season 5, Episode 12: Welcome back to Keeping it Real with Dr. Kuehl! Chris breaks down what's happening in Congress, what the newest inflation and job data is showing, and what might be around the corner for consumers and our industry.ASA Chief Economist Dr. Chris Kuehl is back with a special economic update podcast. In Season 5, Episode 12 (6:31 in length), Dr. Kuehl talks to members about the latest developments in trade policy, tariffs, and how these changes are shaking up the U.S. manufacturing sector. Is there any movement when it comes to trade and tariffs?Is the economy truly suffering, or is it just reacting? Are we moving too fast on policy shifts? Outside products – how is this affecting the manufacturing sector of the United States?What do we do to bolster that sector?? Has there been any conversation?What are the next steps with tariffs? Are the orders permanent?What conversation is currently happening in congress?Overall economic sphere – how big is the reaction?Inflation, recession, consumers, job numbers… what's the latest data?What should we know? Will things be different next week?Ask Dr. Kuehl a QuestionHave a question or topic for Chris Kuehl that you would like answered on this podcast? Email it to Bri Baresel at bbaresel@asa.net.

    From Tariffs to Treasury: Navigating Market Volatility

    Play Episode Listen Later Apr 11, 2025 8:15


    Season 5, Episode 11: Keith Prather: Dr. Kuehl's partner at Armada; talks to members about the latest updates on this roller coaster ride of tariffs.ASA Chief Economist Dr. Chris Kuehl is out this week, but we are still back with a special economic update podcast hosted by Keith Prather: Managing Director at Armada. In Season 5, Episode 11 (8:15 in length), Keith talks to members about the latest tariff decisions.What was the reciprocal tariff?What did the U.S. think would happen? What did the Federal Government actually do?What is the effective tariff rate? What changed in the treasury market??Why do ASA members need to care about what happens?What kind of crisis happened on Tuesday and what was forced in place?Most countries have a 10% based tariff except China… why?What are we noticing with the volatility in the treasury market?What was the latest CPI and producer price index rates? Is this conflicting?Why do we still have all this volatility?? Will there be a recession?What will the second quarter bring? Should we be worried?Are we seeing any stability in other markets?Ask Dr. Kuehl a QuestionHave a question or topic for Chris Kuehl that you would like answered on this podcast? Email it to Bri Baresel at bbaresel@asa.net.

    Tariffs Unpacked: What Are We Really Trying to Achieve?

    Play Episode Listen Later Apr 4, 2025 9:11


    Season 5, Episode 10: Welcome back to Keeping it Real with Dr. Kuehl! Chris talks about TARIFFS. ASA Chief Economist Dr. Chris Kuehl is back with a special economic update podcast. In Season 5, Episode 10 (9:10 in length), Dr. Kuehl talks to members about tariffs and tries to discuss where we are with the tariff policies.Do tariffs actually accomplish what is being sought all by themselves??Tariff policies – is this a simple and easy concept?What is the problem with not having access to what is being tariffed? What does the United States need to start producing?What happens when a tariff is imposed? When will a tariff be lifted?Should tariffs be permanent?How do you reassure an American company that this is not a temporary deal?What is the bigger plan?? What are the next steps?What is the United States struggling with setting up an industrial policy?Are tariffs easy to get around?What do we really want? What is the intent?Ask Dr. Kuehl a QuestionHave a question or topic for Chris Kuehl that you would like answered on this podcast? Email it to Bri Baresel at bbaresel@asa.net.

    Automotive Tariffs & Industry Shifts: What to Expect

    Play Episode Listen Later Mar 28, 2025 6:50


    Season 5, Episode 9: Keith Prather: Dr. Kuehl's partner at Armada; talks to members about automotive tariffs and what will the impact be overall for the economy and the automotive industry?ASA Chief Economist Dr. Chris Kuehl is out this week, but we are still back with a special economic update podcast hosted by Keith Prather: Managing Director at Armada. In Season 5, Episode 9 (6:48 in length), Keith talks to members about the latest automotive tariffs.What does the automotive agreement have to do with tariffs?What will this agreement mean until the negotiation in 2026?What happens in the automotive industry with the parts that are sourced globally?What % of all finished vehicles are imported into the United States? What % of the vehicle components are outsourced? Will there be a lot of transitions moving forward?What has to take place to get new facilities up and running?Overall % of the market that is quickly taken care of by U.S production will be slow… why?Will the tariff impact raise pricing on vehicles?Is there any guarantee that the tariff requirements will soften?Ask Dr. Kuehl a QuestionHave a question or topic for Chris Kuehl that you would like answered on this podcast? Email it to Bri Baresel at bbaresel@asa.net.

    Navigating Uncertainty Beyond Tariffs

    Play Episode Listen Later Mar 14, 2025 6:24


    Season 5, Episode 8: Welcome back to Keeping it Real with Dr. Kuehl! Chris talks about uncertainty. ASA Chief Economist Dr. Chris Kuehl is back with a special economic update podcast. In Season 5, Episode 8 (6:23 in length), Dr. Kuehl talks to members about the general issues of uncertainty for businesses. Tariffs – are they still the number one thing that's being talked about?What are businesses really concerned about?Can ASA members adjust to just about any kind of change?Change is not unusual, but do we have an opportunity to react to it?Are tariffs the number one thing to worry about? What really keeps ASA members awake at night? Workforce? Regulation? Taxation? Inflation?Will tariffs deteriorate? Will there be a policy in place?What is the playing field going to look like? Something will have to change…what will be negotiated?Looking ahead, will we still be dealing with this by summer and fall?Ask Dr. Kuehl a QuestionHave a question or topic for Chris Kuehl that you would like answered on this podcast? Email it to Bri Baresel at bbaresel@asa.net.

    Understanding the Impact of Tariffs: Economic Insights and Global Trade Negotiations

    Play Episode Listen Later Mar 7, 2025 6:54


    Season 5, Episode 7: Welcome back to Keeping it Real with Dr. Kuehl! Chris talks about tariffs. ASA Chief Economist Dr. Chris Kuehl is back with a special economic update podcast. In Season 5, Episode 7 (6:54 in length), Dr. Kuehl talks to members about the impact tariffs have and what is really going on.Have tariffs always been the go-to tool?What were they originally used for?Negotiation & trade – How does this play into tariffs as an incentive?Tariffs on Mexico & Canada, how long will this go on?Does this back and forth help businesses or hurt them?Immigration & the border – are we seeing this negotiation all around the world and not just the U.S.?Tariff %, what are we seeing?Trump being very communicative on decisions, does this help anything?Will we see a lot of reprieves this year?Tariffs are on again, off again… what advice does Chris have for ASA members?Ask Dr. Kuehl a QuestionHave a question or topic for Chris Kuehl that you would like answered on this podcast? Email it to Bri Baresel at bbaresel@asa.net.

    Navigating Trump's Appointments, Treasury Goals, and the Long-Term Bond Market

    Play Episode Listen Later Feb 21, 2025 8:18


    Season 5, Episode 6: Welcome back to Keeping it Real with Dr. Kuehl! Chris talks about updates with all the changes that are happening so fast in the economy now.ASA Chief Economist Dr. Chris Kuehl is back with a special economic update podcast. In Season 5, Episode 6 (8:16 in length), Dr. Kuehl talks to members about the latest changes in the economy.Trump is putting independent people in charge, what are everyone's goals?Treasury department goals… what is happening? Will these govern the department no matter what?Getting control of the long-term bond market, why is this important to ASA members?Residential housing controlled by interest rates – why does this relate to the long-term bond market?High yields, high mortgages, what changes will we see?Why have the yields gone up so dramatically?How can we get the yields down in the U.S.?Are treasury bonds still in demand?Banking sector slowed down, what activity will we see from the treasury department?Doug Bergum – why should ASA members keep interest on him?Pay attention to who is in charge of what… will this be a good things?Ask Dr. Kuehl a QuestionHave a question or topic for Chris Kuehl that you would like answered on this podcast? Email it to Bri Baresel at bbaresel@asa.net.

    New Presidential Administration: Navigating Economic Shifts Ahead

    Play Episode Listen Later Feb 7, 2025 8:47


    Season 5, Episode 5: Welcome back to Keeping it Real with Dr. Kuehl! Chris talks about updates with the new presidential administration. What is being discussed and what is being signaled?ASA Chief Economist Dr. Chris Kuehl is back with a special economic update podcast. In Season 5, Episode 5 (8:47 in length), Dr. Kuehl talks to members about the new presidential updates.What are the challenges with a new administration?What two things are a priority?? Are these fundamental?Compliance cost… how has that number changed from ten years ago to today?What can regulatory activity really do? Can we see it moving forward?What to do with USAID? What is it? Why is it spending so much money?What is the origin of USAID? What has changed since then?How do you reform something without destroying it? Focus on emphasis on the energy sector – why is it so important now?Data centers, high tech, how do we stay consistent with other goals and businesses?Ask Dr. Kuehl a QuestionHave a question or topic for Chris Kuehl that you would like answered on this podcast? Email it to Bri Baresel at bbaresel@asa.net.

    What to Watch: The Residential & Non-residential Sector

    Play Episode Listen Later Jan 31, 2025 9:30


    Season 5, Episode 4: Welcome back to Keeping it Real with Dr. Kuehl! Chris talks about updates with the housing & building sectors and what track we are on… what should ASA members keep in mind?ASA Chief Economist Dr. Chris Kuehl is back with a special economic update podcast. In Season 5, Episode 4 (9:29 in length), Dr. Kuehl talks to members about a basic update on the residential & nonresidential sector, considering the accuracy that things could change.Residential & non-residential construction sectors - how fast are the rates growing?What is driving this construction sector?Data centers & technological advances, how are those affecting the nonresidential sector?Residential sector booming in some parts of the country vs. others… why??Why are people moving? Where is there a decline of population? ASA members – where is the growth tracking?? Where will it be?What to follow when development is concerned… three main drivers: what are they? What are the challenges for these three drivers?Are we going into a successful period for business expansion? Will there be hits and misses?Ask Dr. Kuehl a QuestionHave a question or topic for Chris Kuehl that you would like answered on this podcast? Email it to Bri Baresel at bbaresel@asa.net.

    Tariffs, Should ASA Members be Concerned?

    Play Episode Listen Later Jan 24, 2025 6:43


    Season 5, Episode 3: Keith Prather: Dr. Kuehl's partner at Armada; talks to members about tariffs.ASA Chief Economist Dr. Chris Kuehl is out this week, but we are still back with a special economic update podcast hosted by Keith Prather: Managing Director at Armada. In Season 5, Episode 3 (6:43 in length), Keith talks to members about where things are with tariffs. Tariffs on the EU & brick nations… where are they going?Tariff increase affecting automotives, industrial, manufacturing, and construction goods? Blanket tariffs on these countries, what can we expect? What have we seen in the past with tariffs? How many tariffs were approved? Three different waves of exclusions on tariffs, why? What exclusions would be focused on in this next wave? Will tariffs create harm on the competitive section of the supply chain? What is the tariff process? Has this changed at all?When will we see the first tariff hit?Ask Dr. Kuehl a QuestionHave a question or topic for Chris Kuehl that you would like answered on this podcast? Email it to Bri Baresel at bbaresel@asa.net.

    Half Optimistic, Half Pessimistic with the 2025 Business Economy

    Play Episode Listen Later Jan 10, 2025 10:03


    Season 5, Episode 2: Welcome back to a new season of Keeping it Real with Dr. Kuehl! Chris talks about what exactly to expect from a new year and a new administration. ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 5, Episode 2 (10:02 in length), Dr. Kuehl talks to ASA members about what we can be optimistic about and what to be worried about going into the new year… specifically with the business side of things.Regulation… the cost of compliance is out of control. Are businesses really struggling?Compliance contradictory… why? The notion of the growth of the market, what is driving it? Advancement with data centers and AI, is this good news? Is there progress with consumers?What will we question in the next six months? What is concerning the business community? What will happen with trades and tariffs? Chip development, what does that mean? Labor… immigration restrictions, will the economy go into crisis? Are there shifts in shipping containers overseas?What is the bottom line? Do we actually know what will happen?Ask Dr. Kuehl a QuestionHave a question or topic for Chris Kuehl that you would like answered on this podcast? Email it to Bri Baresel at bbaresel@asa.net.

    Four Issues to Consider Going Into 2025

    Play Episode Listen Later Jan 3, 2025 6:14


    Season 5, Episode 1: Welcome back to a new season of Keeping it Real with Dr. Kuehl! Chris talks about the big question: What really changes with the new administration? ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 5, Episode 1 (6:14 in length), Dr. Kuehl talks to ASA members about the new administration and how much is “leftover campaign” and what is realistic? Does almost any change in the economy impact ASA members? What are the big four issues that determine strategy going into the new year?What is happening with the tariff policy?? Tariff ideas were negotiation tools… will we see the same thing? Overall regulation… why has regulation exploded in the last decade? Do regulations contradict each other? Immigration comes down to an indirect effect… what does construction have to do with this? Will ASA members be affected by the construction sector in 2025? Are we going to have any interruptions with the supply chain?Ask Dr. Kuehl a QuestionHave a question or topic for Chris Kuehl that you would like answered on this podcast? Email it to Bri Baresel at bbaresel@asa.net.

    The Fed Decision: Toys or Lumps of Coal Headed Into 2025?

    Play Episode Listen Later Dec 20, 2024 9:49


    Season 4, Episode 38: Keith Prather: Dr. Kuehl's partner at Armada; talks to members about the Federal Reserve's decision that was made on Wednesday.ASA Chief Economist Dr. Chris Kuehl is out this week, but we are still back with a special economic update podcast hosted by Keith Prather : Managing Director at Armada. In Season 4, Episode 38 (9:45 in length), Keith talks to members about the Fed's recent decision and what the implications are for ASA Members. Rate cutting trend for 2025… are we still seeing that? What will the interest rate environment be like in 2025? When will we see that 2.9% terminal rate?? Real GDP trajectory changed, what are they saying now? Where is government spending in relation to the GDP? ASA distributors should be happy… why? What does the unemployment rate look like for the next three years? Inflation is higher than expected… what is the new projection? What is the secret when it comes to tariffs? Was this decision actually bad news?Ask Dr. Kuehl a QuestionHave a question or topic for Chris Kuehl that you would like answered on this podcast? Email it to Bri Baresel at bbaresel@asa.net.

    Supply Chain Risk: What to Watch Over the Next 60 Days

    Play Episode Listen Later Dec 13, 2024 8:33


    Season 4, Episode 37: Keith Prather: Dr. Kuehl's partner at Armada; talks to members about the continuity of the supply chain and what is impacting the supply chain going into 2025?ASA Chief Economist Dr. Chris Kuehl is out this week, but we are still back with a special economic update podcast hosted by Keith Prather: Managing Director at Armada. In Season 4, Episode 37 (8:32 in length), Keith talks to members about the supply chain. The port strike… are we still expecting to see this on January 15th? What do we know about negotiations on this strike? Tariff risk, is that speeding up? From 2016 – 2020, what were the effects of tariffs? Imposing and impacts of tariffs, what does that do to inflation and the supply chain? What steps should ASA members take to protect the supply chain? The Red Sea and targeted ships, why has the U.S. only been playing defense? Who can sail through the Red Sea? Why has this stripped global capacity freight? Inbound freight price is up 80-95% year over year, why?? Should we see this threat come down with commercial freight in Q1?As of now, products are still flowing… should we still be concerned?Ask Dr. Kuehl a QuestionHave a question or topic for Chris Kuehl that you would like answered on this podcast? Email it to Bri Baresel at bbaresel@asa.net.

    2025 Expectations and Challenges

    Play Episode Listen Later Dec 6, 2024 8:16


    Season 4, Episode 36: Keith Prather: Dr. Kuehl's partner at Armada; talks to members about basic economic expectations going into the new year.ASA Chief Economist Dr. Chris Kuehl is out this week, but we are still back with a special economic update podcast hosted by Keith Prather: Managing Director at Armada. In Season 4, Episode 36 (8:15 in length), Keith talks to members about what we can expect going into 2025 so far. Shifts in policy direction with our new President – will this cause challenges or opportunities? What % will the economy grow? Is this strong compared to past averages? On a global basis, why is there a headwind?? Inflation… will this remain at a 2.5% rate? Is this % ahead of the Feds' estimate? The unemployment rate… will wages still be sticky next year? Expansion and growth, meaning increased areas in spending… why does this matter to ASA members? What will happen to the price of oil?Tariff risk… what do we know about this? Do tariffs really make a significant difference? What is happening with bond rates? Critical to the construction sector… will it grow? The U.S. dollar will hit a mixed environment… what does that exactly mean?Ask Dr. Kuehl a QuestionHave a question or topic for Chris Kuehl that you would like answered on this podcast? Email it to Bri Baresel at bbaresel@asa.net.

    The Election is Over, Now What??

    Play Episode Listen Later Nov 8, 2024 6:54


    Season 4, Episode 35: Dr. Kuehl talks about the latest news on what to expect now that the election is over.ASA Chief Economist Dr. Chris Kuehl is back with a special economic update podcast. In Season 4, Episode 35 (6:53 in length), Dr. Kuehl talks to members about what we know and what we want to know now that the election is over. Can we expect Trump to do some of the same economical things as he did the first time around in office? Tariff Policies… are we still expected to see a certain percentage of them? Immigration, what is the challenge? What is the difference between immigrants and refugees? How do we protect the border but still bring in people that we need? What do we do with regulatory burden? Compliance costs… they are real. Are they contradictory? Taxes… will they be extended? Would there be tax cuts no matter who won the election? Debt is out of control… what must be done? What is the challenge with the GDP?Ask Dr. Kuehl a QuestionHave a question or topic for Chris Kuehl that you would like answered on this podcast? Email it to Bri Baresel at bbaresel@asa.net.

    The Election – What Does it mean for ASA Members?

    Play Episode Listen Later Nov 1, 2024 6:29


    Season 4, Episode 34: Dr. Kuehl talks about the latest news on politics and what effect this election has on ASA members. ASA Chief Economist Dr. Chris Kuehl is back with a special economic update podcast. In Season 4, Episode 34 (6:29 in length), Dr. Kuehl talks to members about politics… Three main points about the big campaign for members to make note of. What does this presidential election mean to an ASA member? What is rooted in the political year? Is all this conversation overblown? Should we take it with a grain of salt? Trade and tariffs… will these actually get put in place? Would anything get accomplished with a tariff? Majority of business issues are state and local… why does that matter to ASA members? Who determines those main business issues? Is it the President? When the political campaign is over, what happens to the economy? Why should we watch out for the upper third and the middle third of income earners?One more week and we will see what happens!Ask Dr. Kuehl a QuestionHave a question or topic for Chris Kuehl that you would like answered on this podcast? Email it to Bri Baresel at bbaresel@asa.net.

    A Political Update: “A Plague on Both Their Houses”

    Play Episode Listen Later Oct 25, 2024 6:37


    Season 4, Episode 33: Dr. Kuehl talks about the latest news on politics. ASA Chief Economist Dr. Chris Kuehl is back with a special economic update podcast. In Season 4, Episode 33 (6:36 in length), Dr. Kuehl talks to members about politics… why are we seeing hyperbole? Why has the presidency become deliberately weak back in the days of the founding fathers? What comes down to the nitty gritty with politics? What is most important to businesses within the political view? What is out of control of the presidency? Who will control the states & local politics? Why do things get overlooked when it comes to the big campaign? Control of congress – will this be a narrow call? What is the presidency limited to? What changes will we actually see? Will the promises be forgotten?Ask Dr. Kuehl a QuestionHave a question or topic for Chris Kuehl that you would like answered on this podcast? Email it to Bri Baresel at bbaresel@asa.net.

    The Inside Scoop on Oil Prices

    Play Episode Listen Later Oct 11, 2024 7:52


    Season 4, Episode 32: Dr. Kuehl talks about the latest news on geopolitics.ASA Chief Economist Dr. Chris Kuehl is back with a special economic update podcast. In Season 4, Episode 32 (7:51 in length), Dr. Kuehl talks to members about geopolitics. It is not new news, but it is influencing the global economy. Chris tells us why. What will happen if the issue with oil in the middle east gets worse? Have any of the disruptions (hurricanes, middle east, etc.) have any impact on the oil prices? Why do we produce oil differently than we have before? How many barrels per day do we need to bring in? Are we on target? Why is the price at the pump changing? Is any of this good news? Are we reducing dependency on fossil fuels? Why is China and Taiwan an issue? Will there be an invasion? Why did that provoke the United States on naval operations? The European economy – how does that relate to us? Will they have a recession? What is the latest data? The dock strike that didn't happen – does that help everyone out? Are we in a bd place geopolitically or not?Ask Dr. Kuehl a QuestionHave a question or topic for Chris Kuehl that you would like answered on this podcast? Email it to Bri Baresel at bbaresel@asa.net.

    Dockworkers Strike Suspended – What's Next?

    Play Episode Listen Later Oct 4, 2024 8:36


    Season 4, Episode 31: Dr. Kuehl talks about an update on the dock strike… is it over before it even started?ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 4, Episode 31 (8:35 in length), Dr. Kuehl talks to members about national news of the dock strike – the union suspended the strike until January to allow time to negotiate a new contract. The real issue is still on the table – job security. Why do the clerks need to adapt to technology? Why are we still so vulnerable with the supply chain? Oil prices went up – should we have seen this coming? “Oil glut” - what does that mean for the U.S? Are we on the path for a stagflation? How long can we dodge these bullets for? 30 days until the election – will there be a huge change? What will happen in Congress? What's ahead for these crises? Can they be avoided?Ask Dr. Kuehl a QuestionHave a question or topic for Chris Kuehl that you would like answered on this podcast? Email it to Bri Baresel at bbaresel@asa.net.

    BREAKING NEWS: The Potential Dockworkers Strike - What ASA Members Need to Know

    Play Episode Listen Later Sep 27, 2024 5:05


    Season 4, Episode 30: Dr. Kuehl talks about the pressing issue of the pending East Coast dockworkers strike and the potential ramifications it could have for ASA members. ASA Chief Economist Dr. Chris Kuehl is back with a special economic update podcast. In Season 4, Episode 30 (5:03 in length), Dr. Kuehl talks to members about the huge national news of the dockworker strike that will greatly impact ASA members if it happens.The contract that covered the longshore union ended in August – negotiations were not optimistic. When was the strike authorized? Was the White House involved? What will this strike do for the east coast and west coast ports? How long will this strike last? What have we seen in the past? Early shipping… was this expected? Will there be a reaction from the retailers? What will the damage be for this strike if it drags into months? Will there be any diversion? Will this impact production within all sectors?? Why is the main problem “work protection” and not money? What does AI have to do with this? What is there to be done??Ask Dr. Kuehl a QuestionHave a question or topic for Chris Kuehl that you would like answered on this podcast? Email it to Bri Baresel at bbaresel@asa.net.

    Inside The Fed's Rate Reduction: What's Next?

    Play Episode Listen Later Sep 20, 2024 6:31


    Season 4, Episode 29: Welcome back to Keeping it Real with Dr. Kuehl. This week Dr. Kuehl focuses on the latest news on the cut of interest rates.ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 4, Episode 29 (6:30 in length), Dr. Kuehl talks to members about the latest interest rate changes – what it means, and what it doesn't mean. Why did the Fed lower rates 0.50% instead of 0.25% as mentioned? How did the markets react? Was anyone shocked? How many more points come after this cut?? Are there still concerns about inflation and the economy? What / who is affected by the interest rate reduction? Will this be a big deal for the consumers? How fast do things react to this reduction?Will rates go up at all anymore? Why will the dollar most likely weaken? Is it a good thing for the United States? Will there be less import competition? What will we see for exportation?What should we expect for the rest of the year and long term for interest rates?Ask Dr. Kuehl a QuestionHave a question or topic for Chris Kuehl that you would like answered on this podcast? Email it to Bri Baresel at bbaresel@asa.net.

    The Latest Job Report Numbers, What will those do for Interest Rates??

    Play Episode Listen Later Sep 13, 2024 7:22


    Season 4, Episode 28: Welcome back to Keeping it Real with Dr. Kuehl. This week Dr. Kuehl focuses on the outcome of the jobs report numbers and what those have to do with the Fed's rates. ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 4, Episode 28 (7:21 in length), Dr. Kuehl talks to members about the reaction to the job report numbers last week. What is the Fed going to do with interest rates in the next weeks? The big question is, how much will the Fed cut rates? Will this be the first of more than one cut?? Job numbers – good and bad news? What was the expectation for the job numbers? What is the issue? Have we seen stabilization? We are seeing less hiring, why? What sectors are holding caution? Construction activity… how are they reacting? Wages are still growing, what does that mean? Is there any signal for the Fed to do what they want to do? Are we headed for a soft landing?? Ask Dr. Kuehl a QuestionHave a question or topic for Chris Kuehl that you would like answered on this podcast? Email it to Bri Baresel at bbaresel@asa.net.

    The Good, The Bad, and The Neutral – The Latest Job Report Scenarios

    Play Episode Listen Later Sep 6, 2024 7:02


    Season 4, Episode 27: Welcome back to Keeping it Real with Dr. Kuehl. This week Dr. Kuehl focuses on the scenarios of the jobs report that will come out today. ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 4, Episode 27 (7:01 in length), Dr. Kuehl talks to members about all the possible outcomes for the job report that is going to be released this afternoon. What does a bad jobs report entail? Are we on the more optimistic side?Where will there be ammunition if there is a bad jobs report? What does a good jobs report entail? What would give the Fed incentive to delay lowering rates? What would the biggest impact be with a good report? What is the trick with interest rates?? Is there an instant response? What does a neutral jobs report entail? Is being neutral an even bigger incentive to the Fed?Ask Dr. Kuehl a QuestionHave a question or topic for Chris Kuehl that you would like answered on this podcast? Email it to Bri Baresel at bbaresel@asa.net.

    Inflation Numbers – Will We Really See Rates Drop??

    Play Episode Listen Later Aug 30, 2024 6:59


    Season 4, Episode 26: Welcome back to Keeping it Real with Dr. Kuehl. This week Dr. Kuehl focuses on the inflation numbers. ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 4, Episode 26 (6:58 in length), Dr. Kuehl talks to members about the latest inflation data that came out today (8.30.24). Has inflation changed at all? Is inflation differing around the world? What are the expectations in Europe? Does it impress the United States?Why are the rates coming down so fast in Europe? What happened? What is the biggest driver with these inflation numbers? What are the Central Banks looking at?? What is “normal” for unemployment rates now? What is the signal to slow the economy down?? GDP for Q3 is hovering – what are the predictions for Q4? Rate cuts in September – is this a possibility?? Radical change for rate reduction – should ASA members be concerned??Ask Dr. Kuehl a QuestionHave a question or topic for Chris Kuehl that you would like answered on this podcast? Email it to Bri Baresel at bbaresel@asa.net.

    The Supply Chain Threat

    Play Episode Listen Later Aug 23, 2024 6:52


    Season 4, Episode 25: Welcome back to Keeping it Real with Dr. Kuehl. This week Dr. Kuehl focuses on the threat of the supply chain. ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 4, Episode 25 (6:52 in length), Dr. Kuehl talks to members about the biggest threat that is rising lately… the supply chain. What new developments will be appearing in the next month or so that will put a strain on the supply chain? Will these developments impact inflation and the Fed's decisions? Strike action… the strike of the east and gulf coast ports… what is happening? When will this strike happen? And how long will it last? The rail shutdown in Canada… why are they affected? Is there labor concern in the transportation sector because of all of this? What will happen if there is a settlement? Why was shipping season so early this year? Are retailers affected? Should ASA members be concerned? Will this have impact on housing???Ask Dr. Kuehl a QuestionHave a question or topic for Chris Kuehl that you would like answered on this podcast? Email it to Bri Baresel at bbaresel@asa.net.

    The Global Stock Sell-Off Part Two: A Deeper Explanation. What is Going on Now?

    Play Episode Listen Later Aug 9, 2024 9:06


    Season 4, Episode 24: Welcome back to Keeping it Real with Dr. Kuehl. This week Dr. Kuehl focuses on the extension of last week's global sell-off crisis. ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 4, Episode 24 (9:06 in length), Dr. Kuehl talks to members about the latest explanation from the global market sell-off that happened last week and why we shouldn't panic. Why did the Japanese market crash from this global sell-off? What triggered the rest of the markets? Where are we today with the market? Have we regained what we lost? When does this calm down? Is AI overblown? Where are job numbers at? Long term unemployed – is now the time to come back to work? Why are layoffs critical to watch? What does all this mean for interest rates? Will rates be cut? Will the Fed be able to smooth the waters? What are the warning signs that still concern us? Where is there political uncertainty?Is the underlying data still positive when it comes to pointing away from a recession??Ask Dr. Kuehl a QuestionHave a question or topic for Chris Kuehl that you would like answered on this podcast? Email it to Bri Baresel at bbaresel@asa.net.

    The Global Stock Sell-Off: Are ASA Members Impacted?

    Play Episode Listen Later Aug 2, 2024 8:18


    Season 4, Episode 23: Welcome back to Keeping it Real with Dr. Kuehl. This week Dr. Kuehl focuses on the most recent global stock sell-off news.ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 4, Episode 23 (8:56 in length), Dr. Kuehl talks to members about the latest news on the global stock-sell off and if there is a direct impact on ASA members. What are the implications of this stock sell-off? The big AI revolution had investors pause, why? ASA members seem to be interested in AI – but where are the implementations and expectations? Tech sector being hit hard – what triggers it? What exactly is going on?? Why were expectations high? Manufacturing had a huge investment period… what two things happened? Internationally, are the markets shaken up? Is there a long-term decline in market value? Will all this affect The Fed's decisions for rates?Ask Dr. Kuehl a QuestionHave a question or topic for Chris Kuehl that you would like answered on this podcast? Email it to Bri Baresel at bbaresel@asa.net.

    Pros and Cons to the Latest Economic News...

    Play Episode Listen Later Jul 26, 2024 8:57


    Season 4, Episode 22: Welcome back to Keeping it Real with Dr. Kuehl. This week Dr. Kuehl focuses on the latest news and if ASA members are affected.ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 4, Episode 22 (8:56 in length), Dr. Kuehl talks to members about the latest news on quarter numbers and the big tech collapse. What were the second quarter numbers like? That word “recession” … do we still need to worry about it? What was the main motivator for this quarter's growth? What should we be concerned about? What provoked the big tech collapse? AI… what does that have to do with anything? Is AI a New Revolution? Will this “collapse” be a new segway moment?What new trepidations are there in certain sectors of the economy? Why are we still concerned about the supply chain?Ask Dr. Kuehl a QuestionHave a question or topic for Chris Kuehl that you would like answered on this podcast? Email it to Bri Baresel at bbaresel@asa.net.

    What Do the CPI and PCE Numbers really mean when it comes to Inflation? What will the Fed do with Rates in September

    Play Episode Listen Later Jul 12, 2024 8:36


    Season 4, Episode 21: Welcome back to Keeping it Real with Dr. Kuehl. This week Dr. Kuehl focuses on inflation.ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 4, Episode 21 (8:35 in length), Dr. Kuehl talks to members about the newest news on inflation. What were the latest Consumer Price Index Numbers?2% being the Feds target… did we hit that? What is CPI when measuring inflation? What is the PCE? Is it more accurate than the CPI? When will PCE data on inflation be released? Inflation numbers came down predominantly because of a drop in what sectors? What is important to ASA members with these specific decline in numbers? What variations are we seeing when it comes to the housing sector? Jobs… Wages continue to go up, are we still worrying about inflation? What does the Fed say about all of this? What is the consensus view?Ask Dr. Kuehl a QuestionHave a question or topic for Chris Kuehl that you would like answered on this podcast? Email it to Bri Baresel at bbaresel@asa.net.

    What Do American Companies need to do to be more Competitive in the World Market, Including with China?

    Play Episode Listen Later Jun 28, 2024 7:21


    Season 4, Episode 20: Welcome back to Keeping it Real with Dr. Kuehl. This week Dr. Kuehl focuses on China.ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 4, Episode 20 (7:21 in length), Dr. Kuehl talks to members about a member question / comment regarding China.Why is China so highly spoken about in politics?How can we react to China when they have the second biggest economy in the world? What is the difference between a command economy and a market economy?What is China's number one priority?What happens when China overproduces something? Could a possible solution be to use the funds collected through tariffs to provide grants and incentives to domestic manufacturers of the same or adjacent products?How do we become more competitive in the global marketplace?China buries tons of their “cheap” money into their products so that they can be dumped into western economies at prices that are incomprehensible. Why don't we find a way to use their money to level the playing field?Ask Dr. Kuehl a QuestionHave a question or topic for Chris Kuehl that you would like answered on this podcast? Email it to Bri Baresel at bbaresel@asa.net.

    The Latest on Tariffs and what that Means for our Industry

    Play Episode Listen Later Jun 21, 2024 5:58


    Season 4, Episode 19: Welcome back to Keeping it Real with Dr. Kuehl. This week Dr. Kuehl focuses on tariffs.ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 4, Episode 19 (5:57 in length), Dr. Kuehl talks to members about tariffs and the roles they play and why there is a likelihood that there will be more of them.What is a tariff? Why is this economically controversial? What is the purpose of a tariff / tax? Why is China involved? What kind of economy do they have?How do tariffs make our industry competitive?What does the U.S. plan to do when buying from China? What happens to the payer of that tariff? What do other countries do when they face a tax?? What is the upshot?Ask Dr. Kuehl a QuestionHave a question or topic for Chris Kuehl that you would like answered on this podcast? Email it to Bri Baresel at bbaresel@asa.net.

    Four International Elections, Why is the U.S. Concerned?

    Play Episode Listen Later Jun 7, 2024 8:28


    Season 4, Episode 18: Welcome back to Keeping it Real with Dr. Kuehl. This week Dr. Kuehl focuses on international politics and what has been happening in the last week with all the international elections.ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 4, Episode 18 (8:27 in length), Dr. Kuehl talks to members about international politics and what implications it has on the U.S. economy. Why were all four international elections a surprise to the U.S.? The Mexico election, what is a “super majority” in the Mexican congress? What is at the top of Mexico's list and why is it a concern for the U.S.? The Indian election, why are they in jeopardy? How will India keep their coalition parties engaged?The South Africa election, what shifts are happening? The European Parliament, why is Europe shifting to become the “populist right”? Why do these elections become complicated from a business view?Ask Dr. Kuehl a QuestionHave a question or topic for Chris Kuehl that you would like answered on this podcast? Email it to Bri Baresel at bbaresel@asa.net.

    The Latest on Construction Sector Delays

    Play Episode Listen Later May 31, 2024 7:19


    Season 4, Episode 17: Welcome back to Keeping it Real with Dr. Kuehl. This week Dr. Kuehl focuses on the latest “tone” when it comes to the data and reactions regarding sector delays. ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 4, Episode 17 (7:19 in length), Dr. Kuehl talks to members on the overall delays within each sector and if data really supports this trepidation or if it's a reaction. Construction companies are delaying projects until later in the year, why? What are the four concerns in ALL sectors when it comes to these overall delays? When will interest rates come down? Does this election year have anything to do with concern in priorities? Workforce… what are the newest suggestions and discussion? What do we do about China and Russia? What are we expecting by the end of the year? Will all concerns be taken care of?Ask Dr. Kuehl a QuestionHave a question or topic for Chris Kuehl that you would like answered on this podcast? Email it to Bri Baresel at bbaresel@asa.net.

    Copper Predictions for the Year… Is there Demand?

    Play Episode Listen Later May 24, 2024 6:49


    Season 4, Episode 16: Welcome back to Keeping it Real with Dr. Kuehl. This week Dr. Kuehl focuses on copper and what direction it's heading in when related to our industry. ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 4, Episode 16 (6:49 in length), Dr. Kuehl gives his thoughts about the direction of copper in relation to our industry. An ASA member mentioned that commodity numbers were noted relatively flat, but they have had increases north of 20% in recent weeks. What is copper heavily influenced by? Has copper been reliable when it comes to investment? Where is copper predominantly used? Is there a high demand? Who is the largest consumer of copper? Moving forward, where do we see copper production going? What does the DRC have anything to do with copper? Are we going to see secure copper activity? What will the remainder of the year show with copper prices?Ask Dr. Kuehl a QuestionHave a question or topic for Chris Kuehl that you would like answered on this podcast? Email it to Bri Baresel at bbaresel@asa.net.

    An Updated Report on the Economy Today.

    Play Episode Listen Later May 10, 2024 7:09


    Season 4, Episode 15: Welcome back to Keeping it Real with Dr. Kuehl. This week Dr. Kuehl focuses on an up-front update with the economy and what to look out for.ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 4, Episode 15 (7:10 in length), Dr. Kuehl gives a quick report up front on what is going on in the economy. Why is there concern with wealth transfer? What is the government noticing with boomers and money? Looking ahead at growth, what does Q2 & Q3 look like? What should we look at when it comes to growth numbers? What is one of the main drivers of the economy the last 3 years? We see growth, but are seeing a deterioration in gasoline… what does that mean? Labor supply… what is the reaction to it? Are ASA members affected by the labor shortage? Where is the next generation of bankers going to come from?Ask Dr. Kuehl a QuestionHave a question or topic for Chris Kuehl that you would like answered on this podcast? Email it to Bri Baresel at bbaresel@asa.net.

    Is the economy in the midst of a slowdown?

    Play Episode Listen Later May 3, 2024 7:28


    Season 4, Episode 14: Welcome back to Keeping it Real with Dr. Kuehl. This week Dr. Kuehl focuses on the most recent job numbers and how they may affect interest rates going forward.ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 4, Episode 14 (7:26 in length), Dr. Kuehl talks about the latest news on job numbers. Why were we predicting such growth this year when looking back at last year's GDP and employment numbers? Why did we finally get the decline? What is this decline showing? Is there a balance of job opportunities? What is going on with the labor shortage? What are companies reacting to when hiring? What does this all mean for interest rates? Is there an urgent need to drop interest rates with the other overall drops? What are the top four drivers for the economy? Are they strong or weak right now? Do we need to think ahead on how to cope with a slower economy?Ask Dr. Kuehl a QuestionHave a question or topic for Chris Kuehl that you would like answered on this podcast? Email it to Bri Baresel at bbaresel@asa.net.

    Wages and Engagement Predictions for Our Industry

    Play Episode Listen Later Apr 26, 2024 7:37


    Season 4, Episode 13: Welcome back to Keeping it Real with Dr. Kuehl. This week Dr. Kuehl focuses on the relationship between our industry and the people centric workers within. He talks to members about wages and personnel engagement for 2024 within our industry.ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 4, Episode 13 (7:36 in length), Dr. Kuehl talks about what our industry is seeing/predicting for wages and personnel engagement for 2024. Worker shortage, are there any surprises? How are we dealing with the worker shortages? Is there any data on whether salaries are on the rise, steady or declining? Where does AI come into play? Any ideas on average percentages of increase? How fast are wages growing? Will our industry remain employee starved? Where will we see layoffs if there are any? Immigration, refugees, and the skilled. What is the solution?Ask Dr. Kuehl a QuestionHave a question or topic for Chris Kuehl that you would like answered on this podcast? Email it to Bri Baresel at bbaresel@asa.net.

    The Unexpected Changes within the Economy

    Play Episode Listen Later Apr 11, 2024 5:49


    Season 4, Episode 12: Welcome back to Keeping it Real with Dr. Kuehl. This week Dr. Kuehl focused on why economists are bad at predicting… these last few weeks were unexpected.ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 4, Episode 12 (5:48 in length), Dr. Kuehl talks about the unexpected economic updates from the last few weeks. No more job creation prediction… what happened? Is inflation back? Do we have it under control? What is still driving inflation? What happened to the oil prices within literally one week?What does “dynamic production territory” mean? What is the bottom line with all this unexpected change? Can we accurately predict some things for the economy come summer? What part of the population is skewing expectations?? How are all of the sectors doing? Do we see growth?Ask Dr. Kuehl a QuestionHave a question or topic for Chris Kuehl that you would like answered on this podcast? Email it to Bri Baresel at bbaresel@asa.net.

    Should we be Confident Going into the Rest of 2024 When Looking at the Plumbing Industry Forecast?

    Play Episode Listen Later Apr 5, 2024 8:07


    Season 4, Episode 11: Welcome back to Keeping it Real with Dr. Kuehl. This week Dr. Kuehl focused on the plumbing industry and what is the forecast for the coming year?ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 4, Episode 11 (8:07 in length), Dr. Kuehl answers a question regarding the plumbing forecast for 2024. Plumbing is connected to a lot of other sectors… what is the biggest driver? What is a consideration that matters when looking at this forecast? What are the challenges? Recession… Is there anything pointing towards it? What other drivers will be significant when it comes to the plumbing sector? Why are certain regions worrying about water? Is this a sector where consumers get excited about innovations in plumbing? What are the predictions looking like for 2024? What can we expect from the plumbing numbers? Can we continue to see growth?Ask Dr. Kuehl a QuestionHave a question or topic for Chris Kuehl that you would like answered on this podcast? Email it to Bri Baresel at bbaresel@asa.net.

    Gas prices… Will they Spike up Again? Why are they Rising?

    Play Episode Listen Later Mar 29, 2024 8:09


    Season 4, Episode 10: Welcome back to Keeping it Real with Dr. Kuehl. This week Dr. Kuehl focused on fuel pricing. ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 4, Episode 10 (8:09 in length), Dr. Kuehl answers a question regarding oils, gas, and fuels. Will oil prices per barrel level stay in the 70s and 80s? Is the United States at a place where we could take care of all our needs with our own production? A gallon of gas is half crude oil… what does that affect? The other half of fuel is production… what is the refinery cost? What is the biggest problem with the refinery capacity? What does the affect of investor hesitation have on gas prices? Will we still be 70% - 80% dependent on fossil fuel by 2070? The consumer is pushing in other directions… why? Prices will go up… but with a lot of variations.What fuel price is going to be the most volatile for ASA membersIs there good news for crude oil demand and supply?Ask Dr. Kuehl a QuestionHave a question or topic for Chris Kuehl that you would like answered on this podcast? Email it to Bri Baresel at bbaresel@asa.net.

    What ASA Members Need to Know About Current Mortgage Rates.

    Play Episode Listen Later Mar 15, 2024 8:50


    Season 4, Episode 9: Welcome back to Keeping it Real with Dr. Kuehl. This week Dr. Kuehl responded to a membership question regarding mortgage rates.ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 4, Episode 9 (8:47 in length), Dr. Kuehl answers a question regarding mortgage rates and if we will see them ever come down or at least level out. Will we ever see 1-2% mortgage rates? Will rates even go back to where they were a few years back? What will be the upper end and what will be the drop down?Fundamentally, the Fed rate decisions are made how?? All other rates are based on what? Is it automatic?The Feds conversation thus far on rate reduction has been what?What two things would sway the Fed away from rate reduction? Where does inflation still exist? Why is it hard to bring down? What is the BIS? Do they have an influence on rates?When will we see a rate reduction? Are we seeing any consensus?Is it realistic to see mortgage rates in the low 6%?Ask Dr. Kuehl a Question Have a question or topic for Chris Kuehl that you would like answered on this podcast? Email it to Bri Baresel at bbaresel@asa.net.

    Top 4 Construction Challenges This Year

    Play Episode Listen Later Mar 8, 2024 8:07


    Season 4, Episode 8: Welcome back to Keeping it Real with Dr. Kuehl. This week Dr. Kuehl responded to a membership question regarding challenges we may face when it comes to construction in 2024.ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 4, Episode 8 (8:08 in length), Dr. Kuehl answers a question that refers to the top four challenges for construction in 2024. Two pieces of good news, and two pieces of bad news when talking about construction in 2024. The big inhibition when it comes to construction is what? Construction projects are on hold… why? The consistent problem is the labor shortage, will it get better? Infrastructure money… is it being put to good use? When states received money from the Pandemic, what choices were made on what to do with it in terms of opportunity? What sectors have been growing most consistently in the last year? Do these sectors expect to continue to grow?What is the number one and two things that consumers spend on? Construction regionally… what pattern are we seeing? Projects are there, but liquidity is the problem, will this impact ASA members?Ask Dr. Kuehl a QuestionHave a question or topic for Chris Kuehl that you would like answered on this podcast? Email it to Bri Baresel at bbaresel@asa.net.

    Is 2024 the Year American Manufacturing Is Great Again?

    Play Episode Listen Later Mar 1, 2024 8:05


    Season 4, Episode 7: Welcome back to Keeping it Real with Dr. Kuehl. This week Dr. Kuehl responds to a membership question regarding manufacturing in 2024.ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 4, Episode 7 (8:05 in length), Dr. Kuehl answers a question that refers to 2024 manufacturing, and if this is the year that we will recover? Has manufacturing ever stopped being great?? What % of total manufacturing value in the world does the United States dominate? What country challenges the United States when it comes to manufacturing? What the United States produces is high quality, expensive, and high value. Will that change? How many people are actually working in manufacturing? What is the reality? Going into 2024, where is the shift when it comes to trade relations?Trade relationships – who have we always favored?The producer or the consumer? With more production coming into the United States, what are the pros and cons?Ask Dr. Kuehl a QuestionHave a question or topic for Chris Kuehl that you would like answered on this podcast? Email it to Bri Baresel at bbaresel@asa.net.

    Consumers and Recession, what are we Expecting for the 2024 Year?

    Play Episode Listen Later Feb 23, 2024 5:58


    Season 4, Episode 6: Welcome back to Keeping it Real with Dr. Kuehl. This week Dr. Kuehl responded to a few membership questions. ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 4, Episode 6 (5:58 in length), Dr. Kuehl answers some member questions on the topic of consumer trends, and the question of a recession in the second quarter.Are we seeing a return to a more frugal consumer? The consumer numbers for the start of 2024, how are they?Is the consumer slowing down? Are they aware of the debt they are carrying? What does the consumer look at? When is there a worry / impact / reaction? When does consumer spending start to slow down in the year? Will there be a recession in the second quarter? Are we doing anything that will suggest a recession at ALL this year? Are we still seeing all the drivers of the economy robust and strong? What are the four drivers / pillars of the economy?Ask Dr. Kuehl a QuestionHave a question or topic for Chris Kuehl that you would like answered on this podcast? Email it to Bri Baresel at bbaresel@asa.net.

    ASA Members Affected by the Expectation of Inflation Rates

    Play Episode Listen Later Feb 16, 2024 8:25


    Season 4, Episode 5: Welcome back to Keeping it Real with Dr. Kuehl. This week Dr. Kuehl talks about inflation. ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 4, Episode 5 (8:23 in length), Dr. Kuehl talks about the latest inflation news. What does it mean, and what does it not mean? Why were inflation numbers higher than expected? All kinds of inflation, what do they each mean? Core inflation? Headline inflation? What do the Fed's pay attention to?What are the two assumptions when it comes to inflation? Where are PCE numbers at? Is this where the Fed wants it to be?What does the slight increase in inflationnumbers this week really mean? The labor shortage – has it contributed at all?What scares the Fed?? Will the Fed lower rates in the second half of the year? Even if these inflation numbers continue to rise?? What affects ASA members the most with these reactions?Ask Dr. Kuehl a QuestionHave a question or topic for Chris Kuehl that you would like answered on this podcast? Email it to Bri Baresel at bbaresel@asa.net.

    The Unknown of the Economy, One Step Forward, Two Steps Back.

    Play Episode Listen Later Feb 2, 2024 8:33


    Season 4, Episode 4: Welcome back to Keeping it Real with Dr. Kuehl. This week Dr. Kuehl talks about the issue of how inaccurate economists can be when it comes to the economy. The big question is: Why??ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 4, Episode 4 (8:31 in length), Dr. Kuehl talks about the big why on the inaccuracy when it comes to economists forecasting the economy. What were economists getting wrong in 2023?Why are the expectations so different than the outcome? Why do we see economic data in a negative position, but we always seem to escape it?How is the economy reacting?? Rerouting due to the Red Sea… what does this have to do with the automotive sector?? Labor supply issues… a chronic issue, but no action to deal with it?How do we keep these issues from reoccurring each year?How do we become more preventative? Why is this challenging for our industry?What will happen to the economy with new congress & political figures this year?Is there still enough health in the economy to continue to grow? Ask Dr. Kuehl a QuestionHave a question or topic for Chris Kuehl that you would like answered on this podcast? Email it to Bri Baresel at bbaresel@asa.net.

    Red Sea Disruption - Is This Another Global Supply Chain Crisis?

    Play Episode Listen Later Jan 26, 2024 6:46


    Season 4, Episode 3: Welcome back to Keeping it Real with Dr. Kuehl. This week Dr. Kuehl was out of office, so second commander in chief, Keith Prather filled in, and answered a member question regarding the impact of the Red Sea on the global supply chain activity.In Season 4, Episode 3 (6:45 in length), Keith Prather answers a member question in regards to the Red Sea and will it boost rates for shipping and will we feel this impact in the global supply chain. Are we seeing what we saw in 2021 and 2022?What is the fear of the global supply chain shutdown? Globally, why are we in shock? What is the impact when it comes to rates and cost of shipments? The drone strike in the last 10 days… what are the challenges of moving shipments in and out?How long will it take to fix this transit time? Q2, Q3? 25% of global capacity has been stripped… where is the impact being felt? Even though this does not affect the U.S. directly, why should we be concerned? What does clean tanker activity mean and why does it matter? What do we need to do as distributors?Ask Dr. Kuehl a QuestionHave a question or topic for Chris Kuehl that you would like answered on this podcast? Email it to Bri Baresel at bbaresel@asa.net.

    The Latest Alternative Energy Updates

    Play Episode Listen Later Jan 19, 2024 7:29


    Season 4, Episode 2: Welcome back to Keeping it Real with Dr. Kuehl. This week Dr. Kuehl answers a member question from his latest ASA monthly economic webinar regarding the energy sector. ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 4, Episode 2 (7:28 in length), Dr. Kuehl answers a member question “Do you have any data for alternative energy (I.e. natural gas reclamation) projects?” What significant changes are taking place as far as the energy sector is concerned? Reclamation and new & improved technologies… how do they relate? What drives the conversation on alternative energy vs. fossil fuels? What is the most significant change when it comes to energy? How would oil producers adapt to changes? Has anything changed? Will we see oil prices stabilize? No matter what happens this year?? What drives alternative energy prices? Where is the alternative energy index vs. where the fossil fuel index is at?Ask Dr. Kuehl a QuestionHave a question or topic for Chris Kuehl that you would like answered on this podcast? Email it to Bri Baresel at bbaresel@asa.net.

    What does the new wage, inflation and unemployment data mean for ASA members?

    Play Episode Listen Later Jan 5, 2024 8:17


    Season 4, Episode 1: Welcome back to a new season of Keeping it Real with Dr. Kuehl. This week Dr. Kuehl talks about the recent topic regarding jobs and what we can expect for employment going into 2024.ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 4, Episode 1 (8:16 in length), Dr. Kuehl talks about employment – regarding what we saw in 2023 and what we can expect in 2024. What data was released just this morning (Jan 5th, 2024) regarding employment numbers? Transportation is very active – what contributions does this have to jobs?The unemployment rate is still low, what does this mean for 2024? Good news and bad news? Employers are not thrilled with unemployment rates – why? Wages continue to accelerate faster than inflation… what is the downside? Double edge sword – what are both ends? What will we see ALL year when it comes to wages? Will we see more layoff activity? Will ASA members be affected by any of this?? What should ASA members be on the lookout for?Ask Dr. Kuehl a QuestionHave a question or topic for Chris Kuehl that you would like answered on this podcast? Email it to Bri Baresel at bbaresel@asa.net.

    The U.S. Steel Acquisition – New Developments

    Play Episode Listen Later Dec 22, 2023 8:59


    Season 3, Episode 38: Dr. Kuehl talks about the most recent U.S. Steel acquisition – there is more speculation than anything concrete in these new developments.ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In this last episode of 2023, Season 3, Episode 38 (7:36 in length), Dr. Kuehl comments on the U.S. Steel acquisition and as you know - this is intensely controversial. New developments have been happening almost every hour… Why has this steel acquisition sparked controversy in both political parties? What is at risk with this acquisition?The question was who is going to buy them? Not when, but who. Who needs to be protected?Will there be a ripple in the employment sector?If there is no effort to stop the merger, what should ASA members be on the lookout for? Will this merger really help U.S. Steel with advanced projects? Nippon steel and U.S. steel have been working together – what is the outcome? The upshot for ASA members is what???Ask Dr. Kuehl a Question Have a question or topic for Chris Kuehl that you would like answered on this podcast? Email it to Bri Baresel at bbaresel@asa.net.

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