Podcasts about Beige Book

It's the Beigie Awards, our eight times a year salute to the art and science of telling stories about the economy. The most recent Beige Book shows that Americans are finding ways to spend less money ... including on their vacations. On today's show, we find out what Benjamin Franklin and Jersey Beach goers have in common.Related episodes:How many times can you say uncertainty in one economic report?Trump's cuts come for food banksThe secret tariff-free zoneFor sponsor-free episodes of The Indicator from Planet Money, subscribe to Planet Money+ via Apple Podcasts or at plus.npr.org.Fact-checking by Sierra Juarez. Music by Drop Electric. Find us: TikTok, Instagram, Facebook, Newsletter. Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy

In this week's episode, we cover a wide range of reports that touch on inflation, consumer spending, manufacturing activity, and what might come out of the upcoming Federal Open Market Committee (FOMC) meeting on July 30. We also analyze the moves in both the bond markets and equities caused by the rumors of President Trump's desire to remove Federal Reserve Chairman Jerome Powell. Lastly, we discuss the potential for antitrust activity among the most influential companies in the technology sector, colloquially known as the Magnificent 7.Speakers:Brian Pietrangelo, Managing Director of Investment StrategyGeorge Mateyo, Chief Investment OfficerRajeev Sharma, Managing Director of Fixed IncomeStephen Hoedt, Head of Equities 00:57 – The Consumer Price Index – a measure of inflation – increased in both overall and core (which excludes food and energy prices) figures in June, both month over month and year over year. The next release of the Personal Consumption Expenditures Index (PCE) – another measure of inflation – is expected on July 31.02:03 – The U.S. Census Bureau released its monthly report on advance monthly retail sales, which was positive for the economy and showed an 0.6% increase in consumer spending for June.02:46 – The Federal Reserve's latest Industrial Production and Capacity Utilization report showed a 0.3% uptick in manufacturing in June, which was a very welcome sign because April and May figures were relatively flat, and March was negative.03:27 – The Fed released its Beige Book report, which comes out in advance of the upcoming FOMC meeting. Overall, it shows cautiously positive signs across the twelve districts, with five reporting slight or modest gains, five with flat activity, and modest declines for the remaining two.04:12 – We note three themes to pay attention to over the next few weeks in addition to the upcoming FOMC meeting: President Trump's ongoing or extended pause on tariffs, the PCE inflation report, and updated figures on the labor market.05:08 – Because the CPI data was higher than expected, market expectations of the Fed issuing a July rate cut are down to under 5%, while expectations of a September rate cut are around 60%. Still, a growing contingency is betting on the next rates cuts coming as late as the fourth quarter of this year or not at all until 2026.06:27 – The bond market reacts to this week's economic news with front-end yields, which are more sensitive to Fed policy, moving lower more rapidly than longer-ended yields, which are more sensitive to the economy and inflation.07:56 – The Merrill Lynch Option Volatility Estimate (“the MOVE Index”,) – which tracks volatility in the bond market – spiked on reports that Trump was thinking of removing Fed Chair Jerome Powell, but quickly came back down and remains stable, signaling a resilient bond market.09:56 – An overall analysis of the economy and markets considering this week's rumors of Powell's potential ouster, the more likely potential of his serving out his full term, and conversations of who might come next. We look to historical precedent during Richard Nixon's presidency for what might happen in the future.13:29 – The equities market continues to see all-time highs and will likely remain high in August before anticipated cooling beginning in September. Technology sector stocks lead the market rally, with some lagging in healthcare and consumer staples.17:36 – Stocks of the Magnificent 7 are buoying the markets partly because of their high trading volume and concentration. More singularly focused companies like Microsoft and NVIDIA seem immune from government interference, but more-diversified companies like Meta and Alphabet might be more susceptible to anti-trust efforts.20:19 – The overall economic outlook is positive for now. Recession fears and tariff-related volatility are coming down, but can come back at any moment. The implications for your portfolio are to balance risk and remain diversified to offset potential future fluctuations.Additional ResourcesKey Questions: What Is in the One Big Beautiful Bill Act and How Does It Compare to Current Law?Key Questions | Key Private Bank Subscribe to our Key Wealth Insights newsletterWeekly Investment Brief Follow us on LinkedIn

We discuss the recent CPI and PPI releases, lower universal tariff threats, and red flags in the Beige Book, housing market, and credit market.

The St. Louis Fed's Matuschka Lindo Briggs, senior vice president and regional executive of the Little Rock Branch, and Charles Gascon, economist and research officer, discuss economic insights from the latest Beige Book release highlighting the Arkansas region and the Eighth District.

En el episodio de hoy de VG Daily, Andre Dos Santos y Eugenio Garibay exploran los acontecimientos económicos más relevantes, comenzando con el análisis de las ventas minoristas en Estados Unidos y su implicancia en la confianza del consumidor. Luego, abordan el último Beige Book de la Reserva Federal para destacar los cambios en el entorno empresarial, la presión inflacionaria por los aranceles y la incertidumbre que afecta a las decisiones corporativas y laborales.Más adelante, comentan los resultados trimestrales de TSMC y PepsiCo, resaltando la importancia del crecimiento en chips de inteligencia artificial y la fortaleza internacional de la segunda. El episodio concluye con una explicación clara sobre la reciente aprobación de tres leyes cripto en el Congreso estadounidense, detallando cómo la regulación aporta certidumbre y nuevas oportunidades tanto al sistema financiero tradicional como al ecosistema de las criptomonedas.

Chuck Gascon- Senior Economist in the Research Division at the Federal Reserve Bank of St Louis joins Megan Lynch again after the release of the Beige Book, which looks at the regional economy of St Louis. He reports many of the areas that the Fed studies have remained essentially 'unchanged.'

WS cancella i cali, Nasdaq record; Trump: licenziamento Powell "altamente improbabile"; Fed, Beige Book: prezzi visti in rialzo; Banche Usa: il trading macina record; GrabAGun: flop al debutto al NYSE per la "Amazon delle armi" Learn more about your ad choices. Visit megaphone.fm/adchoices

David Rosenberg, founder and president of Rosenberg Research, believes recession odds are higher than 2022 despite nobody expecting one, pointing to Fed staff forecasting 50% recession probability and the most downbeat Beige Book since 1980. Rosenberg criticizes Powell for calling the economy "solid" while real GDP has been negative sequentially in 2 of the past 3 months and survey data suggests 1% contraction. He highlights a major market dichotomy with stocks up 24% while the dollar is in an 11% bear market, suggesting something is fundamentally wrong. The housing market faces a negative wealth effect as supply-demand gaps widen and prices start cracking.Sponsors: Monetary Metals: https://monetary-metals.com/julia⁠ Kalshi: ⁠https://kalshi.com/julia Links: https://rosenbergresearch.com/https://x.com/EconguyRosieTimestamps: 00:01 - Introduction: Dave Rosenberg, founder and president of Rosenberg Research 00:49 - "Meat grinder roller coaster ride" - elevated policy uncertainty02:15 - Tail risks removed: no trade war, regional conflict, or fiscal cliff05:35 - S&P 500 multiple expansion: 18 to 22 in three months (4 sigma event) 08:30 - Housing market in "huge state of disarray" - prices starting to crack11:22 - Survey data consistent with economy contracting at 1% annual rate13:20 - Real GDP negative sequentially in 2 of past 3 months 15:24 - Nobody talking about recession despite higher odds than 202218:18 - Recession probabilities are binary - "zero or 100, not 60% pregnant" 21:18 - Mistakes from 2022-2023: didn't anticipate fiscal stimulus scale25:34 - Big beautiful bill not stimulative - just extending status quo 28:20 - Housing supply-demand gap widening, negative wealth effect coming32:42 - S&P 500 became growth index, small caps still in correction 36:00 - Fed staff said recession odds equal to GDP baseline forecast (50%)38:56 - Beige book: economy declining slightly, more downbeat than 200744:32 - Powell calling economy "solid" despite weak data - credibility issue48:04 - Fed damaged by "transitory" mistake, protecting legacy 55:17 - Next Fed Chair speculation: wants someone he can "push around"59:04 - US dollar down 11% in bear market while stocks up 24% 01:04:13 - Closing: importance of liquidity and diversification

Kia ora,Welcome to Wednesday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this is the international edition from Interest.co.nz.And today we lead with news we are seeing signs of the US economy losing steam just as the US Fed meets.First up today, the overnight full dairy auction brought slightly lower prices, down nearly -1% overall. This was a smaller decline than the futures market expected. In NZD terms the dip was marginally more, down -1.2%. In the end the dip in the WMP price was only -2.1% and far less than expected. The SMP price dipped -1.3%. The volumes sold were at seasonal lows. All-in-all an auction event that will change little.Also uninspiring were US retail sales in May. It slowed to a +3.3% expansion year-on-year from a downwardly revised +5.0% in the previous month. Given that US CPI inflation is being recorded at 2.4%, the volume steam has gone right out of the American retail impulse. It is surprising many analysts. Month on month, retail sales actually fell. Overall, this was the weakest result since November 2024.US industrial production in May fell too, down -0.2% from the prior month, to be +0.6% higher than a year ago. These are 'real' volume numbers and signal what the Beige Book has been suggesting - a factory sector that is losing ground.It is no better in their housebuilding sector. The NAHB/Wells Fargo Housing Market Index fell in June to its lowest since December 2022. Expectations were that it would improve, so another economic drag is building. Builders aren't happy facing higher tariff-tax costs when demand is leaking away.But these may be just the start. The tough new policies toward immigrants are being felt in ways some foresaw and will have a long term impact on American demographics. Suddenly the outflow of people from the US exceeds the inflow. And it is younger workers leaving which is making costs for servicing an expanding older population rise and much more suddenly that was expected. The speed of these changes is quite corrosive, the first time in 50 years they have had to face the fact that the US is no longer a magnet for the aspirational.And the big all-in-one US budget bill from the Trump Administration, which is struggling to get Congressional approval, is already having a depressive impact. International investors, including the giant sovereign wealth funds, face sharp new American taxes on their US investments. Most have now halted assigning funds to US opportunities. If the bill passes, there could be a rather sharp outflow of existing investments, one that would impact the USD and their current account.The US Fed FOMC is currently meeting and will report is decisions tomorrow. No change to their 4.5% policy interest rate is expected, but they will be watching the stagflation pressures of higher inflation and lower growth with some alarm, you would imagine.Across the Pacific, the Bank of Japan also held its key interest rate steady following a two-day policy meeting, keeping its rate at 0.5% amid economic uncertainty stemming from US trade policies. This marks the third consecutive meeting after which the central bank has maintained the rate; the last increase came in January.In China, new data forecasts out from the IEA shows that China's oil demand is set to peak in 2027, a trend that it calls a "fundamental transformation" in the global energy market. China has accounted for 60% of the growth in global oil demand in the past decade and slowing demand in the world's second largest economy is set to contribute to a significant surplus in oil by the end of this one.It is not all gloom. In Germany, the ZEW Indicator of Economic Sentiment surged in June to its highest level since March's three-year peak and far exceeding market expectations. That sudden sentiment boost helped propel the wider EU survey results too.The UST 10yr yield is now at 4.39%, and down -7 bps from yesterday. The price of gold will start today at US$3,387/oz, and down -US$4 from yesterday.American oil prices are still in the higher zone, up +US$2.50 from yesterday at just on US$74.50/bbl while the international Brent price is now just under US$76/bbl.The Kiwi dollar is now just under 60.2 USc, back down -½c from yesterday. Against the Aussie we are up +20 bps at 93 AUc. Against the euro we are down -10 bps at 52.4 euro cents. That all means our TWI-5 starts today at on 68.2 and down -20 bps from yesterday.The bitcoin price starts today at US$103,962 and down -3.7% from yesterday. Volatility over the past 24 hours has been moderate at just on +/-2.4%.You can get more news affecting the economy in New Zealand from interest.co.nz.Kia ora. I'm David Chaston. And we will do this again tomorrow.

The latest Beige Book from the Federal Reserve paints a cautious picture of the U.S. economy. In this episode, Kathy Fettke breaks down the key takeaways for real estate investors—slowing job growth, rising inflation concerns, and the growing impact of tariffs, which were mentioned a record 122 times. Learn how regional trends and economic uncertainty could influence housing demand, borrowing costs, and investor strategy in the months ahead. JOIN RealWealth® FOR FREE https://realwealth.com/join-step-1 FOLLOW OUR PODCASTS Real Wealth Show: Real Estate Investing Podcast https://link.chtbl.com/RWS Real Estate News: Real Estate Investing Podcast: https://link.chtbl.com/REN Source: https://www.cnbc.com/2025/06/04/fed-beige-book-economic-report-cites-declining-growth-rising-prices-and-slow-hiring.html 

In this week's episode we unpack three reports about the labor market; the mixed results show an uptick in new job openings amid increasing initial weekly unemployment claims, though the unemployment rate remains steady at 4.2%. We also discuss the Federal Reserve's Beige Book report, which shows elevated levels of consumer and commercial uncertainty ahead of the June 18 Federal Open Market Committee meeting. As always, we analyze how this news is affecting the equity and fixed income markets. Speakers:Brian Pietrangelo, Managing Director of Investment StrategyGeorge Mateyo, Chief Investment OfficerRajeev Sharma, Managing Director of Fixed IncomeStephen Hoedt, Head of Equities 02:07 – The Fed's Beige Book shows mixed growth across districts, and an increasing degree of policy and economic uncertainty.02:59 – We introduce two reports about jobs and payrolls from the Bureau of Labor Statistics and another report from the Department of Labor on unemployment.06:20 – Putting the news of the week in context of the overall uncertainty caused by the question of tariffs and trade policy.07:24 – Equities appear to be on an upward trajectory calling the old “Sell in May and go away” adage into question.10:05 – The Magnificent 7 companies' stocks take diverging paths resulting from tariffs or noise from the Beltway.12:10 – The bond market reacts to the nonfarm payroll news, while traders ease their expectations of future rate cuts.13:27 – Treasury yields moved higher, though buyers remain standoffish amid the continuing debate on the U.S. fiscal deficit and tax policy.15:27 – Credit spreads show an optimistic outlook, especially on corporate issuances.16:31 – In a reversal of the historic norm, global central banks made moves to cut rates rather than following the U.S. Fed's example.Additional ResourcesJoin our June 11 National CallKey Questions | Key Private Bank Subscribe to our Key Wealth Insights newsletterWeekly Investment Brief Follow us on LinkedIn

Amid increased vehicle values, a rise in vehicle repossessions and continued tariff-induced uncertainty, Auto and powersports players are implementing new leadership, positioning themselves for growth and weighing incentives to weather macroeconomic challenges. Prices for every major vehicle segment except compact cars saw a year-over-year increase in May, according to Cox Automotive data published June 6. EV values and used-vehicle values may be normalizing after a pre-tariff purchase surge, according to Jeremy Robb, senior director of economic and industry insights at Cox Auto. The rate of 30-day plus auto delinquencies fell 18 basis points YoY in the first quarter, according to an Experian report released June 5. Auto inventory also fell in the regions covered by the Federal Reserve banks of Philadelphia and Cleveland, prompting higher prices, according to the Fed's June 4 edition of the Beige Book. National repossession assignments reached 2.1 million year to date through April, though lenders are delaying filing repossession papers. In the nonprime space, lenders are looking at using AI technologies and speeding funding time while preparing to slow their activity in the wake of tariffs, according to panelists at the Non-Prime Auto Financing Conference on June 4 and 5, respectively.  Amid supply chain concerns and tariff-induced market uncertainty, captives are meeting with their OEM partners and deciding whether to keep incentives they began in response to the tariffs.  Meanwhile, powersports lender Ironhorse Funding, which funds more than $20 million per month in originations, is seeking over $120 million in forward-flow commitments. In the marine world, dealers have reported a rise in repower, or boat engine replacement sales. In this episode of “Weekly Wrap,” Auto Finance News Editor Amanda Harris, Senior Associate Editor Truth Headlam and Associate Editor Aidan Bush discuss trends in affordability and powersports for the week ended June 6.  

The Federal Reserve's Beige Book reported a slight decline in economic activity, a phrase last used in November 2023, which foreshadowed the economic slowdown in Q1 2024. Uncertainty is driving caution among businesses and consumers, impacting growth. Brian Jacobsen discusses this in our Week-in-Review, alongside topics like common financial mistakes by age group, financial planning in the first year of widowhood, the role of a QDRO in divorce proceedings, and debunking myths about millionaires.

We close out the week by reflecting on the latest jobs numbers and what the results indicate about the health of the US labor market. We also review this past week's notable data releases, including a look at the Fed's Beige Book. Plus, a preview of what to expect in the week ahead. Featured is Danny Kessler, Asset Allocation Strategist Americas, UBS Chief Investment Office. Host: Shiavon Chatman

Campbell's Soup Company released a report regarding consumers' dinning habits as a sign of economic times; Kevin has the details, some thoughts on this and an opinion or two. On Wednesday the Federal Reserve released the data, on the economy, from their "Beige Book"; Kevin has the details, offers his insights and discusses the information. The U.S. Labor Department released the Weekly Jobless Claims report; Kevin sorts through the data, challenges some of the conclusions, offers his insights and offers some information not included in the report. Oil and gas prices react to President Trump and China's leader Xi Jinping agreeing to meet, face to face, on trade and tariffs during a phone call, U.S. gasoline and distillate inventories posting big weekly builds, Saudi Arabia cuts in prices for Asian crude buyers, geopolitical events and Canadian wildfires. Kevin offers his thoughts on the 81st anniversary of D-day.

This episode we talk about all the jobs numbers out this week as well as the Beige Book and the surprising Mag7 Q1 earnings.

Campbell's Soup Company released a report regarding consumers' dinning habits as a sign of economic times; Kevin has the details, some thoughts on this and an opinion or two. On Wednesday the Federal Reserve released the data, on the economy, from their "Beige Book"; Kevin has the details, offers his insights and discusses the information. The U.S. Labor Department released the Weekly Jobless Claims report; Kevin sorts through the data, challenges some of the conclusions, offers his insights and offers some information not included in the report. Oil and gas prices react to President Trump and China's leader Xi Jinping agreeing to meet, face to face, on trade and tariffs during a phone call, U.S. gasoline and distillate inventories posting big weekly builds, Saudi Arabia cuts in prices for Asian crude buyers, geopolitical events and Canadian wildfires. Kevin offers his thoughts on the 81st anniversary of D-day.

Today on the show: Olivia Rinaldi from CBS News live at The White House. Mike McKee from Bloomberg on The Fed's Beige Book. Travel Expert Peter Greenberg. Plus, Anthony Michael Hall and Billy Gardell join us live! 9am-noon on 95.5 WSB.

Today on the show: Olivia Rinaldi from CBS News live at The White House. Mike McKee from Bloomberg on The Fed's Beige Book. Travel Expert Peter Greenberg. Plus, Anthony Michael Hall and Billy Gardell join us live! 9am-noon on 95.5 WSB.

Today on the show: Olivia Rinaldi from CBS News live at The White House. Mike McKee from Bloomberg on The Fed's Beige Book. Travel Expert Peter Greenberg. Plus, Anthony Michael Hall and Billy Gardell join us live! 9am-noon on 95.5 WSB.

What is the Beige Book? It's the story of the economy that you can't always see in the numbers. Eight times a year, each Federal Reserve Bank publishes a Beige Book after gathering real-world economic insight from regional business leaders and experts.  Mary Burke is a principal economist and policy advisor with the New England Public Policy Center at the Boston Fed. She talks to Six Hundred Atlantic about what the Beige Book is and why it matters to the U.S. economy.  Visit bostonfed.org to learn more about the Beige Book. For more interviews and analysis of the economy in New England and nationwide, visit BostonFed.org/SixHundredAtlantic.aspx. Subscribe to our email list to stay updated on new episodes.

The St. Louis Fed's Matuschka Lindo Briggs, senior vice president and regional executive of the Little Rock Branch, and Charles Gascon, economist and research officer, discuss economic insights from the latest Beige Book release highlighting the Arkansas region and the Eighth District.

David Rosenberg says the U.S. recession isn't coming, it's already here. In this urgent interview with Trey Reik (Part I of II), Rosenberg explains how trillions in post-COVID stimulus masked economic pain, why that fiscal support is now gone, and how Wall Street is misreading the signals. He breaks down the Fed's biggest policy errors, including Jay Powell's obsession with legacy over leadership. Rosenberg warns that the Fed is ignoring its own Beige Book and that both soft and hard data now point clearly to contraction. From consumer stress and housing unaffordability to labor market weakness and collapsing business investment, the red flags are multiplying. Key topics discussed: Why Rosenberg thinks the recession has already started The Fed's credibility crisis and Powell's “legacy problem” How government stimulus distorted the economy Rising uncertainty from trade and tariffs Housing and labor market red flags The only sector still showing strength: AI and data centers Why Treasuries are his top conviction trade This is Part I of a 2-part interview. Part II will be released next Monday. Subscribe and turn on notifications so you don't miss it! Volatility got you concerned? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/45aIwsZ Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH Chapters: 1:02 - The Last Time Rosenberg Was Bullish, and What Changed 5:55 - 2022-2023: The Recession That Never Came. What Went Wrong? 19:47 - Soft Data Says GDP Is Shrinking 26:07 - Are the Job Numbers Real… or a Mirage? 33:03 - Powell's Fed: Legacy or Liability? 38:26 - Was 2021's QE the Biggest Policy Mistake Ever? Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #Economy #Recession #FederalReserve #InterestRates #DavidRosenberg #Markets #Stocks #Bonds #Treasuries #Macro ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields. While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor. We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so. The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices

Charles Gascon, economist and research officer at the Federal Reserve Bank of St. Louis is in studio this morning to give us the picture of regional economy with Megan Lynch.

Treasuries rallied as tepid US economic data reinforced expectations for Federal Reserve interest rate cuts this year. The 10-year Treasury yield fell 10 basis points to the lowest level in almost a month. Equity-index futures for Asia were mixed while an index of US-listed Chinese shares rose 2%. We get a read on markets from Willem Sels, Global Chief Investment Officer at HSBC Global Private Banking and Premier Wealth. Plus - economic activity declined slightly in the US in recent weeks, indicating tariffs and elevated uncertainty are rippling across the economy, the Federal Reserve said in its Beige Book survey of regional business contacts. Mentions of tariffs came up 122 times in the Beige Book, compared with 107 in the prior report. Variations of the word "uncertain" appeared 80 times. We look at what it may mean for monetary policy with David Bahnsen, Founder and Chief Investment Officer at the Bahnsen Group.See omnystudio.com/listener for privacy information.

US equities were mixed in choppy, but largely uneventful Wednesday trading, With the Dow Jones closing down 22bps, while the S&P500 and Nasdaq finished up 1bps and 32bps respectively. The Big story today was weaker data and the accompanying rate rally. May ADP private payrolls coming in much softer than expected while May ISM Services moved back into contraction territory. Results seen as putting some added scrutiny on May non-farm payrolls this Friday. Fed's latest Beige Book said economic activity has declined slightly since the previous report.

From Wall Street to Main Street, the latest on the markets and what it means for your money. Updated regularly on weekdays, featuring CNBC expert analysis and sound from top business newsmakers. Anchored by CNBC's Jessica Ettinger.

The Beigie Awards are back to recognize the regional Federal Reserve Bank with the best Beige Book entry. On today's episode, we shine a spotlight on a Midwest food bank. Related episodes: Why Midwest crop farmers are having a logistics problem (Apple / Spotify)How many times can you say uncertainty in one economic report? (Apple / Spotify) For sponsor-free episodes of The Indicator from Planet Money, subscribe to Planet Money+ via Apple Podcasts or at plus.npr.org.Fact-checking by Sierra Juarez. Music by Drop Electric. Find us: TikTok, Instagram, Facebook, Newsletter. Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy

Container traffic from China to the US is slowing sharply, and retailers like Walmart, Target, and Home Depot warned of possible empty shelves. The Federal Reserve's Beige Book raised concerns about an economic slowdown, but S&P Global PMIs held steady, though not stellar. Brian Jacobsen breaks it down in our Week-in-Review. We also dive into how Annex Private Client's “high speed, low drag” approach mirrors military efficiency, plus features on Distribution Planning and the Money Lies We Tell Ourselves. 

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel delves into the ongoing volatility from President Trump's on-again/off-again tariffs, the public tensions between Trump and Federal Reserve Chair Jerome Powell and the question of a Fed free of political influence, and what happened with earnings in the first quarter of 2025.  01:52 – Both new unemployment claims and continuing unemployment claims remained stable, despite recent and ongoing market volatility.  02:20 – Existing home sales fell in March by 5.9%, the biggest month-over-month decline since November 2022.    02:57 – The Federal Reserve's Beige Book report came out on Wednesday, showing that economic activity changed very little since the previous report.  03:06 – Comments on shifting U.S. tariff policy, including American and Chinese leadership's concession that things might have gotten out of hand, and Treasury Secretary Scott Bessent's hints at lower tariffs in the future.  07:18 – Discussion on President Trump's public battle with Fed Chair Powell on interest rates, questions around the Powell's job security and the notion of an independent Federal Reserve, and how this all impacts the bond market.  12:08 – Analyzing the relatively small 6% dip to the equity markets year-to-date amid ongoing volatility, and how negative sentiment and positive momentum can work together to push the market higher.  17:35 – Looking ahead to next week's earnings reports and indicators to watch out for, chiefly Friday's employment report.  Additional ResourcesKey Questions: What Is the Mar-a-Lago Accord and Why Should Investors Care? | Key Private BankKey Questions | Key Private BankSubscribe to our Key Wealth Insights newsletterWeekly Investment BriefFollow us on LinkedIn250425-3182628

A decline in the US dollar can affect prices, investments, and travel costs, making it important to understand how these changes might influence your everyday life. Today's Stocks & Topics: TTD - Trade Desk Inc. Cl A, Market Wrap, OKE - ONEOK Inc., ADBE - Adobe Inc., Why Should You Care If the US Dollar Falls?, AEM - Agnico Eagle Mines Ltd., CME - CME Group Inc. Cl A, The Beige Book, Trading Earnings Reports, TOL - Toll Brothers Inc., MAS - Masco Corp., IBIT - iShares Bitcoin Trust ETF, UNH - UnitedHealth Group Inc., Tariffs Impact on Domestic Production.Advertising Inquiries: https://redcircle.com/brands

Scientists say they have developed a way to measure how much liability individual corporations have for the economic damage caused by climate change. The total cost over decades is calculated at $28 trillion, with 10 fossil fuel companies responsible for more than half of that amount. Plus, we'll read between the lines of the Federal Reserve's Beige Book and hear how a Baltimore community college is rising to meet a hunger for welders.

Scientists say they have developed a way to measure how much liability individual corporations have for the economic damage caused by climate change. The total cost over decades is calculated at $28 trillion, with 10 fossil fuel companies responsible for more than half of that amount. Plus, we'll read between the lines of the Federal Reserve's Beige Book and hear how a Baltimore community college is rising to meet a hunger for welders.

The Federal Reserve's Beige Book has biases. The businesses that provide anecdotal evidence will have an agenda, and the Fed economists who edit the anecdotes into coherence understand the economics of trade. Nonetheless, the latest edition used “uncertainty” 80 times—more than twice the references during the pandemic or the global financial crisis. Erratic policies are having an economic impact, and that seems to have penetrated partisan media bubbles.

US equity futures are softer Thursday following two consecutive sessions of gains. European equity markets opened lower. Asian markets ended mixed. The US-China trade narrative continued to evolve with reports the White House is considering cutting China tariffs by more than 50%. Trump reiterated that a deal would bring substantial reductions, though not elimination of tariffs. Treasury Secretary Bessent emphasized any rollback would be conditional and that a full trade agreement could take 2–3 years. Separate trade talks with Japan, Vietnam, and South Korea continued. In earnings, TSLA's results were weak but in line with expectations, with Musk pledging to shift focus from DOGE in May. On policy, Fed Chair Powell's position appeared secure following Trump's comments, while the Fed's Beige Book cited stable activity but highlighted tariff-driven uncertainty.Companies mentioned: WW International, Columbia Banking System, Pacific Premier Bancorp, Ford, General Motors, Tesla

The St. Louis Fed's Matuschka Lindo Briggs, senior vice president and regional executive of the Little Rock Branch, and Charles Gascon, economist and research officer, discuss economic insights from the latest Beige Book release highlighting the Arkansas region and the Eighth District.

Chuck Gascon, Economist with the Federal Reserve Bank of St. Louis joins Megan Lynch in studio to talk about the regions economy and our comparison to rest of country.

Market Trends and Economic Indicators - April 23rd In today's episode of Dividend Cafe, Brian Szytel provides a market update from the West Palm Beach office on April 23rd, highlighting two consecutive positive days in the markets. Key drivers include easing rhetoric on tariffs with China and the retraction of statements about ousting Fed Chair Jerome Powell. The episode discusses the impact of these events on major indices like the Dow, S&P, and Nasdaq, as well as the performance of the dollar and interest rates. Additionally, Seitel emphasizes the importance of sticking to fundamentals amid market volatility, especially as earnings season progresses with significant corporations reporting positive results despite tariff pressures. He also touches on the major upcoming focus on tax legislation, an unexpectedly strong new home sales report, and a bland Beige Book from the Fed. The episode concludes with responses to audience questions about the implications of firing the Fed Chair and the potential impact of tariffs on the budget deficit. 00:00 Introduction and Market Overview 00:31 Impact of Presidential Actions on Markets 01:48 Earnings Season Insights 02:37 Sector-Specific Performance 04:02 Economic Indicators and Data 04:51 Ask TBG: Market Reactions and Tariffs 06:37 Conclusion and Upcoming Data Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

A packed earnings day drives the action, with major results from Texas Instruments, IBM, Lam Research, Chipotle, Whirlpool, and ServiceNow. Paul Hickey of Bespoke Investment Group and Brooke May of Evans May Wealth assess the market's reaction. Analysts dive into key takeaways, including commentary from IBM and ServiceNow CEOs. Patrick Moorhead breaks down the implications for IBM and ServiceNow, while Tore Svanberg joins to discuss Texas Instruments. On the macro front, former Kansas City Fed President Esther George weighs in on the Beige Book and Fed Chair Powell's latest moves. 

US equities were higher in Wednesday trading, though ended off best levels, with the Dow Jones, S&P500, and Nasdaq closing up 107bps, 167bps, and 250bps respectively. Global risk assets were boosted by comments from President Trump on Powell, China tariffs. April flash composite PMI was a bit weaker than consensus. March new home sales printed well above consensus. Fed's Beige Book said activity little changed since the previous report, but uncertainty around trade policy is pervasive.

En este episodio, repasamos los temas más importantes del día: • Wall Street sube con fuerza tras calmarse las tensiones: $SPX +2.2%, $US100 +2.6%, $INDU +1.8% luego de que Trump aseguró que no planea destituir a Powell y moderó su postura sobre aranceles a China. El 10Y cae a 4.35%. Hoy se publican el PMI Flash, ventas de casas nuevas y el Beige Book. • Tesla rebota pese a débiles resultados: $TSLA +6.2% premarket tras reafirmación de Elon Musk sobre su compromiso con la empresa y reducción de su tiempo en el gobierno y otros proyectos. Wedbush sube PT a $350. Tesla reiteró avances en nuevos modelos y el Cybercab, aunque advierte sobre el impacto de la guerra comercial. • Automotrices advierten sobre tarifas a autopartes: Asociaciones del sector enviaron carta a la Casa Blanca alertando sobre riesgos de paros de producción y despidos si se imponen los aranceles del 3 de mayo. Reorganizar cadenas de suministro tomará tiempo, advierten. Un episodio clave para entender cómo la política, la tecnología y las cadenas globales siguen marcando el rumbo de los mercados.

What, how, and why does the Federal Reserve do what it does? Hosts Michael Klein and Deborah Willenborg dive into a lively, humorous, and insightful conversation with Matuschka Lindo Briggs of the Little Rock branch of the Federal Reserve Bank of St. Louis to get to the bottom of it all. From the Fed's ag advisory council to the Beige Book, and from consumer confidence to what's going on in Kansas City, this episode makes the decisions behind monetary policy relatable and even fun. With special guest: Matuschka Lindo Briggs, senior vice president and regional executive of the Little Rock Branch of the Federal Reserve Bank of St. Louis. Hosted by: Michael Klein and Deborah Willenborg

Uncertainty. That's the word-of-the-moment with tariffs, market swings and lots of economic volatility. It's also showing up in the Federal Reserve's latest Beige Book, featuring anecdotes across the U.S. economy. On our latest edition of the Beigies, what can a farmer from the Mississippi Delta tell us about uncertainty? Related episodes: How USAID cuts hurt farmers (Apple / Spotify) Why Trump's potential tariffs are making business owners anxious (Apple / Spotify) For sponsor-free episodes of The Indicator from Planet Money, subscribe to Planet Money+ via Apple Podcasts or at plus.npr.org. Fact-checking by Tyler Jones. Music by Drop Electric. Find us: TikTok, Instagram, Facebook, Newsletter. Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy

In this episode we chat about the latest US Jobs report, unemployment, the Beige Book, and the Atlanta Fed's GDPNow forecast.

Andrew, Ben, and Tom discuss Marvell earnings, ECB cutting rates again, and economic data from the Beige Book. For information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

US equity futures are slightly softer after a strong rally on Wednesday. European markets opened firmer, while Asian equities ended mostly higher, with Hong Kong continuing to outperform while Australia lagged. Markets responded positively to the White House's decision to delay auto tariffs for Canada and Mexico by one month, while officials also suggested potential exemptions for agricultural and other key products under USMCA. Stronger-than-expected ISM Services data showed rising new orders and employment. The ADP private payrolls report missed expectations, while the Beige Book pointed to softer consumer spending and growing business concerns over trade uncertainty. Oil prices remained under pressure despite lingering concerns about inflation.Companies Mentioned: Allegro MicroSystems, Onsemi, Sanken Electric, SGS, Groupe Bruxelles Lambert, Microsoft

Former Ford CEO Mark Fields weighs in what the one-month delay in auto tariffs means for the stocks. Former Boston Fed President Eric Rosengren breaks down the Beige Book, jobs, and Fed policy after the latest economic data. Vital Knowledge's Adam Crisafulli and Wilmington Trust's Meghan Shue analyze the market landscape, and we cover key earnings from Marvell, MongoDB, Victoria's Secret, and Zscaler. Plus, Christopher Rolland of Susquehanna on Marvell's earnings. 

If you’re a regular “Marketplace” listener, you’ve probably heard of the Fed’s Beige Book. But have you heard of the Tealbook? In this episode, we pull back the curtain on the Fed’s fortune-telling report that helps monetary policy mandarins ideate on possible economic scenarios. Plus: AI tools juggle search dominance with profitability, the GDP report shows consumers still haven’t stopped spending and we wrap up our sojourn in Cumberland County, Tennessee.

If you’re a regular “Marketplace” listener, you’ve probably heard of the Fed’s Beige Book. But have you heard of the Tealbook? In this episode, we pull back the curtain on the Fed’s fortune-telling report that helps monetary policy mandarins ideate on possible economic scenarios. Plus: AI tools juggle search dominance with profitability, the GDP report shows consumers still haven’t stopped spending and we wrap up our sojourn in Cumberland County, Tennessee.

The Federal Reserve's last Beige Book of 2024 is like Spotify Wrapped but for the economy. There's a little bit of everything inside — labor markets, inflation and even natural disasters. On today's show, we spotlight Western North Carolina's challenging recovery after Hurricane Helene, and check in with an Asheville malt manufacturer on the impact to local businesses. For sponsor-free episodes of The Indicator from Planet Money, subscribe to Planet Money+ via Apple Podcasts or at plus.npr.org. Music by Drop Electric. Find us: TikTok, Instagram, Facebook, Newsletter. Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy