Keeping it Real Podcast with Dr. Kuehl

Season 2, Episode 28: Dr. Kuehl talks to ASA members about all things non-residential construction and cautions folks to be on the look out for new opportunities in this sector.ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 2, Episode 28 (9:05 in length), Dr. Kuehl dives into the various facets that comprise non-residential construction.What does the retail component look like?Is it really doom and gloom for office buildings?Are Big Box stores suffering?Why manufacturing should be of keen interest to ASA members.A look at how the health-care industry is changing with its construction needs.Computer chips are back in the news. Why is this important?Data centers. Opportunity knocks.Is the non-residential sector healthy? How is the residential side of the coin looking today?Ask Dr. Kuehl a QuestionHave a question for Chris Kuehl that you would like answered on this podcast or on his monthly ASA members only webinar? Email it to Bri Baresel at bbaresel@asa.net.

Keeping It Real With Dr. KuehlSeason 2, Episode 29: Dr. Kuehl brings ASA members up to date on how climate change is looking up in our industry ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 2, Episode 29 (5:34 in length), Dr. Kuehl talks to ASA members about his observations when it comes to the latest on climate change.How should we view climate change? Will there be a shift in 2023 on product prices? Can we encourage companies to go green? Will this be a positive for ASA members? Who will be affected by this first?

Season 2, Episode 30: ASA Chief Economist Dr. Chris Kuehl brings ASA members up to date on the threatened rail strike, and also talks about all things transportation and logistics related. ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 2, Episode 30 (9:39 in length), Dr. Kuehl talks to ASA members about what a rail strike would have done to the supply chain, plus he provides his thoughts on the current transportation and logistics landscape.How would a strike such as this impact the U.S. economy?Is there a chance the strike will still happen? What will the still-to-be approved/finalized Kansas City Southern and Canadian Pacific merger mean to the supply chain? How much freight is projected to divert from West Coast ports?How many more containers could be headed to the Midwest part of the country under this potential merger?How bad is the transportation labor shortage? How many available loads per driver are we talking about now?What happens when China relaxes COVID restrictions? It ain't good.Are logistics costs going up faster than the actual rate of inflation?Told you so: What have the commercial banks and the fed been warning us about concerning inflation?

Keeping It Real With Dr. KuehlSeason 2, Episode 31: Dr. Kuehl brings ASA members up to date on how natural disasters, specifically Hurricane Ian, may be disrupting the supply chain. ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 2, Episode 31 (8:15 in length), Dr. Kuehl talks to ASA members about his observations on how Hurricane Ian and other natural disasters have an effect on our supply chain. Historically, how has the supply chain been affected by natural disasters?Possible recovery times?What are the biggest hurdles to overcome when these disasters happen?How are rebuilds in relation to these disasters?Is the labor shortage going to worsen?

Keeping It Real With Dr. KuehlSeason 2, Episode 32: Dr. Kuehl brings ASA members up to date on the housing sector. ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 2, Episode 32 (5:47 in length), Dr. Kuehl talks to ASA members about his observations on the housing market and how we can compare from the last time he spoke on this a few months back. Is the housing sector still growing?What % rate is it moving toward? What is the catch?? Why are people moving to bigger cities like Austin, Texas? How will interest rates affect the housing market? Are certain generations buying more homes? The answer is YES.

Keeping It Real With Dr. Kuehl Season 2, Episode 33: Dr. Kuehl brings ASA members up to date on oil and energy. ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 2, Episode 33 (9:11 in length), Dr. Kuehl talks to ASA members about his observations on the oil / energy sectors and specific countries that are involved within those industries. What is the issue with Saudi Arabia? What are the two dangers of production?? What is ahead? Will it be a recession?? What happens if the price of oil drops too far?Where do we get the main bulk of our oil?How do we separate politics and reality?

Keeping It Real With Dr. KuehlSeason 2, Episode 34: Dr. Kuehl brings ASA members up to date on what's going on with the recent housing market and housing sector. ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 2, Episode 34 (4:41 in length), Dr. Kuehl talks to ASA members about his observations on the housing market and the latest and greatest with mortgage rates.What is the emphasis in terms of the renting public?Where is there growth in the market? Single-family homes?Where are mortgage rates at?What is the fed going to do with future rates?Are people moving to urban areas?The remote work phenomenon is still alive and well.Ask Dr. Kuehl a QuestionHave a question or topic for Chris Kuehl that you would like answered on this podcast or on his monthly ASA members only webinar? Email it to Bri Baresel at bbaresel@asa.net.

Keeping It Real With Dr. KuehlSeason 2, Episode 35: Dr. Kuehl brings ASA members up to date on all the economic-related goings-on over the past week. ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 2, Episode 35 (6:41 in length), Dr. Kuehl talks to ASA members about a bunch of different economic-related topics, including:What is new when it comes to unemployment numbers?What does a recession really mean?What is the significance of holiday employment gains?Are these the best months we have seen?How was quarter three? Hint… Dramatic!What should we be aware of when it comes to Fed behavior?Will we see rates go down again? If yes, WHEN??Ask Dr.Kuehl a QuestionHave a question or topic for Chris Kuehl that you would like answered on this podcast or on his monthly ASA members only webinar? Email it to Bri Baresel at bbaresel@asa.net.

Keeping It Real With Dr. KuehlSeason 2, Episode 36: Elections have been top of mind of late and Dr. Kuehl brings ASA members up to date on how that all relates to the economy.ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 2, Episode 36 (11:50 in length), Dr. Kuehl talks to ASA members about his observations on the most recent talk when it comes to politics and the economy.What do politicians actually have control over?Inflation control talk. What is the Fed Fund Rate?Wage costs are going up… what's the challenge?What do we expect politically?What will be different? HINT… three things.What to look out for before the next election?Ask Dr. Kuehl a QuestionHave a question or topic for Chris Kuehl that you would like answered on this podcast or on his monthly ASA members only webinar? Email it to Bri Baresel at bbaresel@asa.net.

Keeping It Real With Dr. KuehlSeason 2, Episode 37: Dr. Kuehl answers an ASA member's question on the labor shortage.ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 2, Episode 37 (9:10 in length), Dr. Kuehl talks to ASA members about all things related to the current labor situation.Is there any estimate as to how many people are working at UBER, Lyft, Door Dash, Amazon “Independent Contractor Delivery”, etc.? Why are people prone to working these gigs? Will this group be disrupted by a recession?How do we get back to selling prospective employees on health insurance, retirement plans and employee training? What generational group cares about retirement?Would an immigration plan help? Will we ever see an end to this labor shortage?Ask Dr. Kuehl a QuestionHave a question or topic for Chris Kuehl that you would like answered on this podcast or on his monthly ASA members only webinar? Email it to Bri Baresel at bbaresel@asa.net.

Subject line: Podcast: Who to Believe… The Fed, or The Market?Keeping It Real With Dr. Kuehl Season 2, Episode 38: Dr. Kuehl brings ASA members up to date with the recent talk this week of the Federal Reserve.ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 2, Episode 38 (6:43 in length), Dr. Kuehl talks to ASA members about his observations on this week's latest conversation with the Federal Reserve. How many points has the fed raised rates? Are they slowing down? Why are they slowing down?? Will there be conversation to raise the rates again? Is there good inflation news on the horizon? What 4 things drive global inflation?? How are the markets handling inflation?Ask Dr. Kuehl a QuestionHave a question or topic for Chris Kuehl that you would like answered on this podcast or on his monthly ASA members only webinar? Email it to Bri Baresel at bbaresel@asa.net.

Keeping It Real With Dr. KuehlSeason 2, Episode 39: Dr. Kuehl brings ASA members up to date with the positives and negatives of 2022. ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 2, Episode 39 (10:47 in length), Dr. Kuehl talks to ASA members about the “naughty” and “nice” bits within the recent year for the economy. Is there a relief on inflation still? What are the challenges on the core inflation numbers? What is more stubborn? Core inflation or non-core inflation?Will wages continue to hike? What is going on in Europe and how could it affect the US? Will we hit a real recession in 2023? How will the 2023 quarters look? Where have we seen good growth? Consumer attitude for 2023… positive or not?What's in store for COVID? Ask Dr. Kuehl a QuestionHave a question or topic for Chris Kuehl that you would like answered on this podcast or on his monthly ASA members only webinar? Email it to Bri Baresel at bbaresel@asa.net.

Season 3, Episode 1: Dr. Kuehl brings ASA members up to date with the latest on inflation. ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 3, Episode 1 (10:29 in length), Dr. Kuehl talks to ASA members about the latest inflation numbers and what to expect in the upcoming year. How are the inflation numbers? Have we reached peak inflation? What is the main driver for inflation? What impact does Russia have on production? The market is changing their expectations… why? The worker shortage… what's to come? Will labor negotiations ease in the year 2023? How are companies responding to the labor issue?Will the U.S. shift policies on the inflation front?What three trends will we see in 2023?What quarter should we expect a change?Ask Dr. Kuehl a QuestionHave a question or topic for Chris Kuehl that you would like answered on this podcast or on his monthly ASA members only webinar? Email it to Bri Baresel at bbaresel@asa.net.

Season 3, Episode 2: Dr. Kuehl brings ASA members up to date with the latest on inflation and what to know. ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 3, Episode 2 (7:31 in length), Dr. Kuehl talks to ASA members about the general implications of inflations.What are the three phases for inflation? Has anything collapsed? What are the shipping rates? How can the market be convinced that we reached peak? What are the latest CPI rates? When do rates fall to the point where we consider “normal”?Will it ever go away? What will cause wages to be higher than inflation? When will we see improvement on inflation?Ask Dr. Kuehl a QuestionHave a question or topic for Chris Kuehl that you would like answered on this podcast or on his monthly ASA members only webinar? Email it to Bri Baresel at bbaresel@asa.net.

Season 3, Episode 3: Dr. Kuehl brings ASA members up to date with the latest on what to expect in the beginning of 2023. ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 3, Episode 3 (7:55 in length), Dr. Kuehl talks to ASA members about the comparisons of 2022 and what to expect in 2023.What will happen in 2023? Do we see growth from the previous year? Why have we missed growth two quarters in a row? What is this driven by? What is the Fed signaling? Canada compared to the U.S… what is happening? Are we heading into a sectoral slowdown? What quarter will this all be reliable?Should we be optimistic?Ask Dr. Kuehl a QuestionHave a question or topic for Chris Kuehl that you would like answered on this podcast or on his monthly ASA members only webinar? Email it to Bri Baresel at bbaresel@asa.net.

Season 3, Episode 4: Dr. Kuehl brings ASA members up to date with the latest on the recent economic data changes in the recent week.ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 3, Episode 4 (8:20 in length), Dr. Kuehl talks to ASA members about the latest transitions with the economy this past week.How much transitionshould we see with inflation? Rates raised… AGAIN?? What are the banks saying? Who is siding with the U.S.? Which prices & threats have gone down? Should we expect importing from China to go back to normal?Will we see any repercussions? What will the outcome be with all of this? Will we escape a full on recession?Ask Dr. Kuehl a QuestionHave a question or topic for Chris Kuehl that you would like answered on this podcast or on his monthly ASA members only webinar? Email it to Bri Baresel at bbaresel@asa.net.

Season 3, Episode 5: Dr. Kuehl brings ASA members down memory lane and talks to us about an economist view on things.ASA Chief Economist Dr.Chris Kuehl is back with his weekly economic update podcast. In Season 3, Episode 5 (7:34 in length), Dr. Kuehl talks to ASA members about how data is unpredictable for everyone including economists themselves. How can we understand economic data better? What can we conclude with the reduction on inflation? What did February's data show? How was the job data? What did it show? What were retail numbers showing?Should we still be concerned about inflation rates?What are we left with?? Will we see a slowdown at all??Ask Dr. Kuehl a QuestionHave a question or topic for Chris Kuehl that you would like answered on this podcast or on his monthly ASA members only webinar? Email it to Bri Baresel at bbaresel@asa.net.

Season 3, Episode 6: Dr. Kuehl answers a member question “What would we do with immigration to make the worker shortage go away?”ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 3, Episode 6 (8:12 in length), Dr. Kuehl talks to ASA members about the worker shortage and what immigration has to do with it. Retirement is right down the corner for some people. Who will solve the worker shortage when the Boomers retire? In the past we used immigration… why not anymore? Will there be a solution to immigration? What was the assumption on people coming to the U.S? Refugees Vs. Immigrants… what's the difference? Who are we trying to recruit for jobs? What is the challenge? What can be done in globalization?Are there quick fixes with the worker shortage?Ask Dr. Kuehl a QuestionHave a question or topic for Chris Kuehl that you would like answered on this podcast or on his monthly ASA members only webinar? Email it to Bri Baresel at bbaresel@asa.net.

Season3, Episode 7: Are we really heading toward a recession? What's the latest and greatest?ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 3, Episode 7 (7:34 in length), Dr. Kuehl talks to ASA members about all the recent hysteria concerning whether or not a recession could be in our immediate plans.How real is this threat?Have inflation numbers gotten worse?Why you should care about the Personal Consumption Expenditures number!What inflationary measures have decreased in recent times?What's the one inflationary measure that has everybody cowering in fear?What Bank of Canada did that we should be aware of. Will the Fed go there?What does CK think about all this? Recession or no recession? What is a soft landing?Q1 projections? Good, bad, real bad?Why ASA members should pay close attention to Dr. Kuehl's remarks on inventory here.Ask Dr. Kuehl a QuestionHave a question or topic for Chris Kuehl that you would like answered on this podcast or on his monthly ASA members only webinar? Email it to Bri Baresel at bbaresel@asa.net.

Keeping It Real With Dr. KuehlSeason 3, Episode 8: Dr. Kuehl talks about what is going on with the labor market and its influences. ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 3, Episode 8 (6:58 in length), Dr. Kuehl talks to ASA members about the labor market and how it relates to the Fed policies. How do the labor market and Fed connect?What is the Fed's process? What are they trying to do? What is the shadow banking system? Can it be controlled?? Is there a limit of how much the Fed can accomplish? When will the rates lower?What trick has always been relied on to lower rates?? What has the hope been?Will we see a large rate increase? What impact has the weather had on the job market?Ask Dr.Kuehl a QuestionHave a question or topic for Chris Kuehl that you would like answered on this podcast or on his monthly ASA members only webinar? Email it to Bri Baresel at bbaresel@asa.net.

Season 3, Episode 9: Dr. Kuehl talks about the latest news on the banking crisis. ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 3, Episode 9 (8:47 in length), Dr. Kuehl talks to ASA members about what happened recently with the collapse of the banks. Is the banking crisis as dramatic as it's been depicted?What is the overall problem? How are bond rates involved? Where is the root of the problem with SVP? Who is the crook?What are these banks mandating?Was this all predicted?? Why are rates still being raised during all of this? Inaccurate reporting… Where does it go wrong? Is this long term or short term?Ask Dr. Kuehl a QuestionHave a question or topic for Chris Kuehl that you would like answered on this podcast or on his monthly ASA members only webinar? Email it to Bri Baresel at bbaresel@asa.net.

Season 3, Episode 10: Dr. Kuehl talks about the latest news on the banking crisis. ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 3, Episode 10 (9:13 in length), Dr. Kuehl talks to ASA members about the latest banking crisis that everyone has been concerned about over the past few weeks. Where are we for the rest of the year? Duration risk… what is it? Interest rates are going up, how does it affect the bond market? Who “purchased” SVP?Will interest rates ever decrease? What new information came from Europe?? What will the inflation data show for the US next week? What will happen if there's a drop in inflation? Are ASA members being affected at all by this crisis?What regulations will be called for?Ask Dr. Kuehl a QuestionHave a question or topic for Chris Kuehl that you would like answered on this podcast or on his monthly ASA members only webinar? Email it to Bri Baresel at bbaresel@asa.net.

Season 3, Episode 11: Dr. Kuehl talks about the housing market and the transfer from the suburbs to the city. ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 3, Episode 11 (9:50 in length), Dr. Kuehl answers a member question: Has the exodus to the suburbs from the city eased any or has it flipped in recent times? How could this affect the housing market for both single family and multifamily? Is there a simple answer? Where were people moving to during the pandemic? Will mortgage rates go down anytime soon? Will housing PRICES go down?? What does the senior population have to do with the housing market? What three things are driving multifamily homes??How is this related to how we work? What % of people are commuting back and forth to work? Are ASA members affected??Ask Dr. Kuehl a QuestionHave a question or topic for Chris Kuehl that you would like answered on this podcast or on his monthly ASA members only webinar? Email it to Bri Baresel at bbaresel@asa.net.

Season 3, Episode 12: Dr. Kuehl talks about the most recent updates on inflation. ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 3, Episode 12 (7:09 in length), Dr. Kuehl tells members what has been going on with inflation numbers. New inflation numbers… what do they say?What is CPI? Why is it “artificial?”What do we look at that is key for inflation? What is reliable when looking at inflation? What are we tallying up when it comes to inflation numbers? How long do we wait for an accurate read on inflation? What does the Fed need to do? Where are we seeing high inflation numbers?Rates… will they ever come down?? When will inflation be repaired? Ask Dr. Kuehl a QuestionHave a question or topic for Chris Kuehl that you would like answered on this podcast or on his monthly ASA members only webinar? Email it to Bri Baresel at bbaresel@asa.net.

Season 3, Episode 13: Dr. Kuehl talks about the most recent updates on a recession. ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 3, Episode 13 (7:46 in length), Dr. Kuehl answers a few member questions in regards to a possible recession and how to prepare. What are the chances of a recession in the next 12 months? What signs to look for that a recession may occur? When will the stock market recover? What is the best way to track the GDP?How many “final” revisions will there be to the GDP? Will we see any change / recovery in the second and third quarters? How long and how deep will the recession be?What will drive this 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.

Season 3, Episode 14: Dr. Kuehl talks about the most recent updates on a recession. ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 3, Episode 14 (7:09 in length), Dr. Kuehl answers a few member questions in regards to what the chances are of a recession.What is a sector recession?Updates on multifamily housingWhat are the chances of a recession? Do we have any idea? Does anyone? What % of economist says we are likely to go into a recession? What are the rates doing right now for a recession? What should we be looking at? Is there good news on the horizon? How do we stary away from contradictory information? It could be better, it could be worse, but it is what it is. 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.

Season 3, Episode 15: Dr. Kuehl talks about the most recent updates on Russia and China. ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 3, Episode 15 (7:19 in length), Dr. Kuehl answers a member question: “Will China and Russia form an alliance?” What shape is Russia in economy wise? Are there signs of improvement? How long do we want to stay engaged with them?? Do we know when this will end? What does an “end” mean?? What roll has China played? What % is considered our enemy and partner from China? What happens if we decide to impose sanctions?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.

Season 3, Episode 16: Dr. Kuehl talks about the most recent updates on the supply chain and the implications of trade and economic growth.ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 3, Episode 16 (7:19 in length), Dr. Kuehl answers a member question: “How has the global supply chain been affected by recent geopolitical tensions and trade disruptions, and what are the potential implications for international trade and economic growth?” What fundamental shift are we looking at? How did we get to a position of globalization? What did companies do to produce more cheaply? What was the downside to that? What happened when other parts of the world became more efficient? When did all this change?? What is happening today? What % is rival and what % is partner? Is the future certain? Will international trade be shifted or ended?Will we ever have a developing relationship with China?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.

Season 3, Episode 17: Dr. Kuehl talks about the most recent updates on debt levels in the U.S. ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 3, Episode 17 (9:24 in length), Dr. Kuehl answers another member question: “What are the potential long-term consequences of the increasing public debt levels in major economies, and what strategies should governments adopt to manage and mitigate these risks?” Why are we the only country in the world to raise the debt ceiling? What do we want to do when it comes to saving and spending revenues? How should we be looking at budgets? What % is the U.S. in debt compared to other countries? What are the biggest categories?? What is the number one issue for debt? Policies? Biting the bullet?? Is this debt issue indefinite?What is the fundamental message here?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.

Season 3, Episode 18: Dr. Kuehl talks about the most recent updates on shortages. ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 3, Episode 18 (6:49 in length), Dr. Kuehl answers another member question: “What are the economic consequences of the ongoing global semiconductor shortage, and how is it impacting various industries such as automotive, electronics, and consumer goods?” Has the semiconductor shortage eased at all? How should we handle the supply chain? What % of businesses are reporting that they are overstocked? What do you do with inventory that you don't need? What is the real issue here?Who is the new dominant supplier for the United States? China is not reliable… how do we deal with them now?Can we rely on new countries?What is the bottom line 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.

Season 3, Episode 19: Dr. Kuehl talks about other countries' economic policies when in crisis and how we can improve.ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 3, Episode 19 (9:03 in length), Dr. Kuehl answers another member question: “In light of the COVID-19 pandemic, what lessons can be learned from the economic policies implemented by different countries, and what steps can be taken to build more resilient and adaptable economies in the face of future crises?” The economy during COVID, are we still recovering? What is the challenge? Why was COVID the “black swan”? Why was this more challenging to deal with? Industrial production fell hard in 2019… but why? Are industries still affected 3 years later?What was the United States slow mistake?What lessons have been learned??What happens next for the U.S.?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.

Season 3, Episode 20: Dr. Kuehl talks about other industries and what we can expect within the next 5 years due to developing trends. ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 3, Episode 20 (7:56 in length), Dr. Kuehl answers another member question: “What major industries will we see huge growth or decline in the next 5 years based on globalization, consumer trends and outlook on current world events? How will that affect the overall US and global economy?” What will change with globalization? Will it become less or more pervasive? What should we watch for?Consumer trends… what do we really respond to? What will drive the consumers? Will it ever change? Why are we seeing so much distortion? What happens with the U.S. and the global economy? Will the U.S. benefit? What is the overall takeaway?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.

Season 3, Episode 21: Dr. Kuehl talks about the cost of money and how it is affecting ASA members. ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 3, Episode 21 (7:39 in length), Dr. Kuehl answers a topic presented by multiple ASA members: A topic being discussed more and more by ASA members right now is the current cost of money and how that plays into expansion plans, capital investments and M&A short-term and into the future. For what reasons is the cost of money being affected? Why are the banks being more cautious? Why is it called the “shadow economy?” What are the non-bank players doing? Why are they harder to find?? Does anyone know how to operate in this unfamiliar environment? Where is the balance between exposure and meeting demands? Are there indicators of a recovery?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.

Season 3, Episode 22: Dr. Kuehl talks about the latest interest rates and mortgage rates. ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 3, Episode 22 (9:30 in length), Dr. Kuehl answers two member questions that go hand in hand: “How much do you think the fed will raise interest rates in the next year?” And “Will mortgage rates go down this year? Is it better or worse to buy a house in a recession?” What is the neutral rate of interest? What are the conversations on changing this rate? What would it mean to the Fed policy if this rate changes? At what stage has the Fed's activity kicked in? What are the latest inflation numbers showing? What is the challenge with PCE? Are we seeing mortgage rates going down any time soon? Is the housing market responding to the recession?What tends to happen with rates and prices in a recession? Where is the first place we would see this? What is the silver lining in 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.

Season 3, Episode 23: Dr. Kuehl talks about the pressing issue of the pending freight strike.ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 3, Episode 23 (8:39 in length), Dr. Kuehl answers a pressing member question “Can Dr. Kuehl address the potential upcoming strikes with UPS, YRC, etc. What impact it will have on everyone?” How is negotiation going with the Teamster's vs YRC? How have certain changes affected LTL companies? What has “authorized” a strike? Strike was averted… what comes next? What is the problem now with shippers due to the strike? What is the consensus view? Why are the Teamsters at a disadvantage now? Will this be a last-minute settlement?? Is there a possibility of an extended negotiation? What is the issue with the ILWU now and how does it relate to this strike? What is the bottom line???Will we have a full-blown strike? 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.

Season 3, Episode 24: Dr. Kuehl talks about the latest news on that highly talked about “recession”. ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 3, Episode 24 (9:45 in length), Dr. Kuehl talks to members on what happened to that so-called recession we were supposed to see. Has it really gone away? Or will we see it again? What were the predictions on recession during the first quarter? What are we looking at going into the third quarter? What sectors have been growing in the last year?Regional variation… where is there growth and where is there not? Where are we at with inflation and The Fed?What are the PCE numbers? How relevant are they? When do the central banks lower rates? How are the unemployment numbers? Will we escape this recession? Will we see a recovery when it comes to manufacturing output? Holiday season coming up… what effect will it have on the economy this year?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.

Season 3, Episode 25: Dr. Kuehl talks about the latest news on the Chinese economic status and what effects it has on other international economies. ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 3, Episode 25 (9:12 in length), Dr. Kuehl answers a member question “What happens if China's economy collapses?” Is the Chinese economy really going to collapse? What is happening with China? Are there misconceptions? Why did China put into place a “100% lockdown” for COVID? What did that lockdown do to the economy? Was there success? What happened when that lockdown was lifted?? Why have we seen significant pay raises in China? No consumer surge in China… why not? What is the reality with exporting and the Chinese economy?Deflation – what is the Chinese government going to do? Is it a matter of vanishing or weakening? 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.

Season 3, Episode 26: Dr. Kuehl talks about the latest news on Putin's revenge and the U.S. labor shortage.ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 3, Episode 26 (9:28 in length), Dr. Kuehl talks about a few different topics: the big news coming out with Russia and Putin, and then the U.S. labor shortage. What does the death of Prigozhin mean to Putin? Does this death weaken Putin? Should the U.S. be nervous for what's to come with Putin & Russia? What are the chances of Putin turning to nuclear weapons? Why are we seeing a pullback this year for the labor shortage? What three reasons have been suggested for that pullback? The Fed is still not comfortable with the inflation rate, how does it relate to the job market? Where do ASA companies land within this shortage issue??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.

Season 3, Episode 27: Dr. Kuehl talks about the latest labor market numbers to date and the manufacturing labor shortage. Why ASA members are affected. ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 3, Episode 27 (8:16 in length), Dr. Kuehl talks about what is happening with the labor market. Good news or bad news…? What are the latest labor market numbers? What is the major issue? Why is it affecting the labor force? Why is retirement scaring people for the future of jobs? What is the Feds perspective and why is it complicated? What are the new employment numbers? Higher or lower than the last few months? Inflation is still a problem, what does the unemployment rate suggest? What is the big question for a lot of businesses? Halloween – what does this holiday do for the retail side of things & the rest of the year? Overall, what will we see for the 3rd and 4th quarter?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.

Season 3, Episode 28: Dr. Kuehl talks about the most recent shift in attitude with the Central Banks and the Investment Community.ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 3, Episode 28 (4:21 in length), Dr. Kuehl talks about the Central Banks and the Investment Community. Why have we avoided a recession as long as we have?What sectors are continuing to boom? Will there be a pause in raising interest rates?What announcement came from the Investment Community in the past week? What is the consensus view now on rates? Where is the economy going within the next year? What is the biggest concern from a growth and inflation perspective? Are there other concerns in the world that will impact supplies and inflation?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.

Season 3, Episode 29: Dr. Kuehl talks about the big topic trending: The UAW Strike ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 3, Episode 29 (8:17 in length), Dr. Kuehl talks about the UAW Strike and how this has affected the economy as a whole. What is rumor and what is reality? What do we know so far? What changes are the UAW asking for? What is the real issue as far as the Union is concerned? Where will production be focused? Will they be losing more production to other parts of the world? What country is more predominantly a manufacturing country? Why are robotics a concern? South Korea and Japan, where do they play a part for the United States? How is consumer spending currently? Are we seeing weakness? All three automakers on strike... what should we expect? 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.

Season 3, Episode 30: Dr. Kuehl talks about the recent updates with oil and what has been changing in the oil sector that has been driving the prices up. ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 3, Episode 30 (10:46 in length), Dr. Kuehl talks about the most recent updates on oil and gas which is a very important topic to ASA members. All oils are higher in price than what was predicted... why? Will prices drift back into the 70s? What factors would affect that estimate? Demand and supply... why have the predictions been off? What has been happening with China & the United States demands? What is the reasoning for thinking that our demand would have gone down? Why has the supply side of things been confusing? Where does Russia come into play with oil output? Is it a backfire situation? Good news on the horizon for the United States? Predictable / unpredictable weather... why is it an issue? Does it affect supply? Why are investors still shying away from the oil sector?? Is there a silver lining to any of this? 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.

Season 3, Episode 31: Dr. Kuehl talks about the industrial outlook… which sectors are seeing gains and which ones aren't, and the biggest sectors for potential growth/opportunity for our PVF members. ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 3, Episode 31 (8:31 in length), Dr. Kuehl talks about what industrial areas of the economy are growing and which ones aren't. What is going on in the industrial sectors as defined by the Federal Reserve? What is the upshot with accuracy rate? Which industrial sectors are doing well? Which ones are not? What will we see in the first quarter of next year? Aerospace... what is the biggest problem with this industry? Machinery... stable but when will we see these inventory numbers get healthier? Primary metals... in the dumps, why? What can we see moving forward? Construction & manufacturing... ASA members should know: where is the trend line at? Bottom line? Where is the industrial sector at? 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.

Season 3, Episode 32: Dr. Kuehl talks about the crisis in Israel and how that will affect the oil market in the short-term and into 2024. A must-listen for all ASA members, particularly those doing business in the industrial PVF segment of our industry. ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 3, Episode 32 (6:49 in length), Dr. Kuehl talks about the Israel crisis and how that will impact the global oil scene.Why was no one expecting this attack? What has this attack done to the oil market? Have the oil barrel prices changed at all? What was the expectation for the oil market in reaction to this attack? Where is the hesitation on what Israel will do next? Where do Middle Eastern countries go from here? Will we see a change in oil prices next year? What is the bottom line? Are we seeing an oil crisis? 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.

Season 3, Episode 33: Dr. Kuehl touches on a few questions suggested by members... What is the Fed's reaction to the latest CPI report and what is the current outlook on inflation? ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 3, Episode 33 (7:18 in length), Dr. Kuehl talks about the Fed's reaction to CPI numbers, and what the current outlook on inflation is. Can ASA members finally take a breather? Why were the GDP numbers so unexpected this week? What is the reason for the Fed to not pay attention to the CPI numbers? What does that have to do with inflation?? What do you really get out of CPI numbers? What can you assume? What does the Fed look at when it comes to an outlook on inflation? Inflation VS. Recession... what should we be worried about more? What is the difference?? Are we going in the right direction? Finally??? Will the Fed raise rates? Should we rule out another quarter point? 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.

Season 3, Episode 34: Dr. Kuehl touches on all the wrong predictions in regard to the GDP numbers that were made in the last few weeks and what the overall performance was within the manufacturing sector. ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 3, Episode 34 (7:07 in length), Dr. Kuehl talks about how all the predictions within the last few weeks didn't happen at all. Specifically, regarding the latest GDP numbers. What were the original predictions for GDP numbers? What are the big issues for consumers? Going into the more intense holiday season, should members be encouraged? Why are we getting such a consumer surge when everyone thought it would slow down? What is the overall performance of the manufacturing sector? Why should ASA members know about this?? Are wholesalers buying again? Why does that help the purchasing index? At the moment, will this last exceptionally long? Will we see retreat in the beginning of next year? 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.

Season 3, Episode 35: Dr. Kuehl references how to pivot in economic change and gives members an insight on where certain sectors stand now and where the accuracy is at.ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 3, Episode 35 (7:23 in length), Dr. Kuehl talks about being adaptable to all changes and tells members where our industry is during all this change. What happens every day in the economic world? How often do trends really change?What can economists actually predict? What impact does this have?The more information we get, the more we need to consider what it means. What can we expect from the construction sector? How accurate is it? The desperate circumstances when it comes to commercial real estate - what is the analysis? There is slowdown, but where is our industry at in this slowdown? Is it growing??Where is the oil and gas sector at? Booming??Being adaptable, pivoting with change... why is it such a challenge in economics? What is the lesson of all of this? 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.

Season 3, Episode 36: Dr. Kuehl focuses on the most recent developments when it comes to the economy with all the adaptations and changes and how these changes will affect the rest of 2023 and the beginning of 2024. ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 3, Episode 36 (7:34 in length), Dr. Kuehl talks about the more recent developments when it comes to the economy. What were the quarterly numbers? What does Q4 look like? What was driving Q3 numbers? Is there anything to look forward to in 2024? A recession... Will it ever happen? Is the economy “crashing” or “slowing”? Is the Fed done with rate hikes?? Finally?? Where are the jobless claims numbers at? What is the unemployment rate? Housing sector changes... Mortgage rates dropped for the 5th straight week The 30-year fix was close to 9%, what is it now?New homes sales, increasing?? Is the housing market stabilizing? How are ASA members responding to these sector changes? 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.

Season 3, Episode 37: Dr. Kuehl focuses on the five things that really matter going into 2024 when it comes to the economy. ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 3, Episode 37 (7:36 in length), Dr. Kuehl talks about the top five issues for the business community in regards the economy going into the new year.What is 2024 going to be like?Election year – what will that do to the economy? What five things matter? Is the Fed done raising rates?Will inflation reappear? Are we going to start dealing with a high unemployment rate?From the construction side of things, will there be a lot of infrastructure? Will we start to see shifts in oil, gas, food, etc.?Subjected to change… like always!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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.