Podcasts about Consumer price index

As India updates the way it measures inflation, Monika explains why the revision of the Consumer Price Index base year from 2012 to 2024 matters and what it really means for households. Drawing on new data from the Household Consumption Expenditure Survey, she breaks down how the CPI basket evolves over time to reflect changing consumption patterns — from the decline of outdated products to the rise of digital services, transport, and other modern expenses. The episode clarifies how shifts in weightages, especially the reduced share of food and the higher share of services, will influence headline inflation and policymaking.Monika also explains why the CPI is an average that may not match individual experience, and how the new index should give policymakers a more accurate picture of real household spending pressures. She highlights that lower food weight may make inflation appear less volatile, while costs that matter most to many middle-class families — healthcare, education, housing, and services — continue to rise faster than the headline number. The key takeaway: inflation data is improving, but personal financial planning should always be based on one's own spending patterns, not just official statistics.In listener questions, Anonymous asks how global developments such as U.S. debt concerns, de-dollarisation, and shifting geopolitical power could affect Indian markets and whether investors should change their asset allocation or SIP strategy; Djay from Mumbai seeks guidance on retirement planning for couples and how to estimate and invest toward a child's education corpus; and Ramya Srinivasan writes about deploying proceeds from a property sale, weighing PMS investments against mutual funds, and the best way to move a lump sum into equity over time.Chapters:(00:00 – 00:00) What the New Consumer Price Index Means for You(00:00 – 00:00) How Changes in the CPI Basket and Weightages Affect Inflation and Policy(00:00 – 00:00) Global Risks, Market Crashes and Staying Invested Through Uncertainty(00:00 – 00:00) Planning Retirement as a Couple and Building a Child Education Corpus(00:00 – 00:00) PMS vs Mutual Funds and How to Deploy a Large Lump Sumhttps://www.hindustantimes.com/opinion/why-india-needs-a-new-gold-standard-101770307424675.htmlhttps://www.mospi.gov.in/uploads/latestreleasesfiles/1770893247472-Press%20Relase%20of%20CPI%20for%20Jan26.pdfIf you have financial questions that you'd like answers for, please email us at ⁠mailme@monikahalan.com⁠ Monika's book on basic money management⁠⁠⁠⁠⁠⁠⁠https://www.monikahalan.com/lets-talk-money-english/⁠⁠⁠⁠⁠⁠⁠Monika's book on mutual funds⁠⁠⁠⁠⁠⁠https://www.monikahalan.com/lets-talk-mutual-funds/⁠⁠⁠⁠⁠⁠Monika's workbook on recording your financial life⁠⁠⁠⁠⁠⁠⁠https://www.monikahalan.com/lets-talk-legacy/⁠⁠⁠⁠⁠⁠⁠Calculators⁠⁠⁠⁠⁠⁠⁠https://investor.sebi.gov.in/calculators/index.html⁠⁠⁠⁠⁠⁠⁠You can find Monika on her social media @monikahalan. Twitter ⁠⁠⁠⁠⁠⁠⁠@MonikaHalan⁠⁠⁠⁠⁠⁠⁠Instagram ⁠⁠⁠⁠⁠⁠⁠@MonikaHalan⁠⁠⁠⁠⁠⁠⁠Facebook ⁠⁠⁠⁠⁠⁠⁠@MonikaHalan⁠⁠⁠⁠⁠⁠⁠LinkedIn ⁠⁠⁠⁠⁠⁠@MonikaHalan⁠⁠⁠⁠⁠⁠Production House: ⁠⁠⁠⁠⁠⁠www.inoutcreatives.com⁠⁠⁠⁠⁠⁠Production Assistant:⁠⁠⁠⁠⁠⁠ Anshika Gogoi⁠⁠⁠⁠⁠

Where do I start, people? Democrats are trombone players with a pager, waiting for a band to call. They have NO shot. Or two shots: slim and none.Trump is crushing these feckless clowns who keep screeching about Epstein files that keep outing them. How does it feel to kick your own ass, daily?The economy is booming.Inflation cooled in January, dropping price increases to their lowest level in nine months, new data from the Bureau of Labor Statistics showed. The lower-than-expected reading defied fears of a tariff-induced hike in overall costs.Prices rose 2.4% in January compared to a year earlier, according to the Consumer Price Index.Inflation stands at its lowest level since May, but it remains nearly a half-percentage point higher than the Fed's target rate of 2%.Affordability remains a concern for many Americans as the political calendar turns closer to election season.The data arrived days after fresh hiring figures showed stronger-than-expected job growth in January, even though an updated estimate released at the same time indicated a near-paralysis of the labor market last year.Almost every Democrat-controlled state is in the midst of massive fraud scandals. CA has been getting money from DEAD PEOPLE.No wonder the live ones are leaving.And in the battle of the governors, FL picked up a big win.What is the cost for CA in losing Zuckerberg. I know he is weird, but his money is green. I'm sure DeSantis welcomes one of the world's richest citizens to his state.https://www.foxbusiness.com/real-estate/mark-zuckerberg-becomes-latest-california-billionaire-relocate-florida-amid-tax-concernsSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Ilyce Glink, owner of Think Glink Media, joins Wendy Snyder, filling in for Lisa Dent, to talk about the Consumer Price Index (CPI). She covers where consumers are feeling financial relief, and where they aren’t.

The latest read on the economy finds the cost of everyday goods moving downward, beating expectations. Energy prices declined, including gasoline and electricity. However, areas such as utility gas services, housing, healthcare, and others increased. Executive Vice President of Market Strategy at Prairie Operating Company and Fox News Contributor Lou Basenese joins FOX Business Network's Gerri Willis to react to Friday's Consumer Price Index, plus the latest economic data on jobs, housing, and consumers. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Homeland Security Department shutdown is all but inevitable, with Congress out of session and no deal in sight to extend funding beyond tonight. Democrats are insisting that immigration enforcement reform be part of any agreement; Government inflation report comes in a bit lower than expected. Consumer Price Index rose 2.4% in January from a year ago; President Donald Trump congratulates U.S. special forces at Ft. Bragg, North Carolina for their role in capturing Venezuelan President Nicolas Maduro last month; U.S. and world leaders attend the Munich Security Conference in Germany. Topics include a perceived divide between U.S. and European priorities, the war in Ukraine, and climate change policy. We hear from Secretary of State Marco Rubio, U.S. Ambassador to the UN Michael Walz, Sen. Jeanne Shaheen (D-NH), Gov. Gavin Newsom (D-CA), German Chancellor Friedrich Merz, French President Emanuel Macron and Ukrainian President Volodymyr Zelenskyy; an update from NASA Administrator Jared Isaacman on Artemis II, the delayed mission to send astronauts around the moon for the first time in 50 years. Learn more about your ad choices. Visit megaphone.fm/adchoices

The latest read on the economy finds the cost of everyday goods moving downward, beating expectations. Energy prices declined, including gasoline and electricity. However, areas such as utility gas services, housing, healthcare, and others increased. Executive Vice President of Market Strategy at Prairie Operating Company and Fox News Contributor Lou Basenese joins FOX Business Network's Gerri Willis to react to Friday's Consumer Price Index, plus the latest economic data on jobs, housing, and consumers. Learn more about your ad choices. Visit podcastchoices.com/adchoices

The latest read on the economy finds the cost of everyday goods moving downward, beating expectations. Energy prices declined, including gasoline and electricity. However, areas such as utility gas services, housing, healthcare, and others increased. Executive Vice President of Market Strategy at Prairie Operating Company and Fox News Contributor Lou Basenese joins FOX Business Network's Gerri Willis to react to Friday's Consumer Price Index, plus the latest economic data on jobs, housing, and consumers. Learn more about your ad choices. Visit podcastchoices.com/adchoices

The landscape of Social Security is changing yet again. As we enter 2026, six big changes will impact both current and future retirees. I break down everything from the new cost of living adjustment (COLA), increases in the earnings test limit, and updated eligibility requirements, all the way to shifts in the full retirement age and the solvency projections for the Social Security Trust Fund. You'll also hear practical tips on maximizing your Social Security benefits, how to prepare for what's ahead, and why it's more important than ever to have a solid retirement plan in place.  You will want to hear this episode if you are interested in... [00:00] Social Security updates in 2026. [04:23] Social Security Cost of Living Adjustment (COLA). [09:00] Social Security earnings and credits. [13:41] Social Security benefits timing. [15:31] Social Security cuts looming in 2033. Key Social Security Changes in 2026 On the show, you'll hear an overview of these changes, helping you to prepare and adjust your financial plans accordingly. From increased earning limits to the solvency of the trust fund, here's what you need to know. 1. Cost-of-Living Adjustment (COLA): A Modest Boost One of the most anticipated changes each year, the Social Security cost-of-living adjustment (COLA), has been set at 2.8% for 2026—slightly higher than last year's 2.5%. This increase is designed to help benefits keep pace with inflation and is calculated automatically based on the Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W) (as explained by Ryan Morrissey ). For retirees, this means an average monthly benefit increase of around $56 for singles and $88 for married couples. However, COLA's impact can be offset by hikes in Medicare Part B premiums, which have risen to $201.96 for 2026. This nearly $18 increase represents a 9.6% jump—higher than the COLA percentage—reminding retirees to monitor both Social Security and Medicare in tandem for accurate budgeting. 2. Earnings Test Limits: Collecting While Working If you want to claim Social Security before reaching your full retirement age and continue working, new earnings test limits apply. For those aged 62 until they reach full retirement age, the annual earnings limit is now $24,480, with benefits reduced by $1 for every $2 earned above this threshold. If you're in the year you hit full retirement age, the limit jumps to $65,160. Exceeding this means your benefit will be reduced by $1 for every $3 extra earned. Importantly, once you reach the month of your full retirement age, these limits disappear, and you can collect benefits without reductions regardless of income. 3. Earning Credits for Eligibility To qualify for Social Security, you must earn at least 40 credits over your working lifetime. For 2026, you'll receive one credit for each $1,890 earned per quarter—a slight increase over last year's $1,810. Most individuals accumulate the required credits after about 10 years of work. Earning more than 40 credits doesn't increase your benefit, but working longer and earning more can boost your payout through the average indexed monthly earnings calculation. 4. Social Security Wage Base Increase Social Security taxes apply to income up to a set wage base, which in 2026 rises to $184,500. Both employees and employers pay 6.2% up to this limit, which has increased by $7,500 over the last year. If you're self-employed, you cover both portions (12.4%). There's no cap on what you pay into Medicare, with a rate of 1.45%, and an additional 0.9% for higher earners. These thresholds have not been adjusted for inflation, making planning essential for those with larger salaries. 5. Full Retirement Age: Incremental Shift The gradual increase in full retirement age culminates in 2026. Those born in 1959 can claim full benefits at age 66 and 10 months, while anyone born in 1960 or later sees their full retirement age rise to 67. This change marks the final step in modifications enacted by the 1983 Social Security Act. After age 67, there are no planned increases—unless Congress takes further action. 6. Social Security Trust Fund: Solvency Concerns The long-term outlook for the Social Security Trust Fund remains a concern. Per the latest trustee report, benefits could be cut by 23% in 2033 if Congress does not act. Recent laws have expanded eligibility but also reduced system inflows, raising questions about solvency. For now, we don't need to panic; proactive planning and staying informed are key. Regularly review your Social Security status and plan contributions, and consider how these changes affect your overall financial strategy.  Resources Mentioned Retirement Readiness Review Subscribe to the Retire with Ryan YouTube Channel Download my entire book for FREE Connect With Morrissey Wealth Management  www.MorrisseyWealthManagement.com/contact   Subscribe to Retire With Ryan

In a recent episode of The Smart Property Investment Show, hosts Phil Tarrant and Liam Garman examine the implications of the Reserve Bank of Australia's latest interest rate hike on property investment. Tarrant acknowledges the widespread media concern but argues that shifting economic conditions can also create opportunities for strategic investors. Garman points out a rise in the Consumer Price Index from 3.4 per cent to 3.8 per cent, warning that inflationary pressures, driven by energy prices and housing costs, could lead to further increases. The pair explore whether the move signals the start of a gradual upward cycle, noting that rates often follow a fluctuating "sawtooth" pattern as the RBA works to stabilise the economy. They also highlight government spending and market liquidity as key contributors to inflation, with Garman suggesting Australia's tightening stance is unusual among major Western economies. The discussion raises concerns about the 5 per cent deposit scheme, with both warning that it could expose first home buyers to negative equity if property values fall. Tarrant further urges caution around the super saver scheme, stressing the importance of disciplined saving, budgeting, and living within one's means. Ultimately, they conclude that while higher rates present challenges, informed and adaptable investors may still find opportunities in a changing market. If you like this episode, show your support by rating us or leaving a review on Apple Podcasts and by following Smart Property Investment on social media: Facebook, X (formerly Twitter) and LinkedIn. If you would like to get in touch with our team, email editor@smartpropertyinvestment.com.au for more insights, or hear your voice on the show by recording a question below.

WORST DAY EVER for SILVER Cold Snap in Florida – Massive Critter Drop New Fed Chair named Pausing on space PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Interactive Brokers  Warm-Up - WORST DAY EVER for SILVER - Cold Snap in Florida - Massive Critter Drop - New Fed Chair named - Pausing on space Markets - Bitcoin plunges - Crypto "winter" - Deep dive into January economic results - USD rises from multi-month low - EM still powered ahead - ELON - PT Barnum move Cold Snap - On February 1, 2026, Florida faced a significant drop in temperatures, reaching a record low of 24°F (-4°C) in Orlando. This marked the lowest temperature recorded in February since 1923. - Iguanas dropping from tress all over the streets - Iguanas can survive temperatures down to the mid-40s Fahrenheit (around 7°C) by entering a "cold-stunned" state, where they appear dead but are just temporarily paralyzed and immobile; however, prolonged exposure to temperatures in the 30s and 40s, especially below freezing, can be lethal, particularly for smaller individuals, leading to tissue damage and organ failure. - They get sluggish below 50°F (10°C) and fall from trees as they lose grip. - The Florida Fish and Wildlife Conservation Commission (FWC) issued Executive Order 26-03 on Friday, allowing residents to collect and surrender cold-stunned green iguanas without a permit during an unprecedented cold weather event. Right on Schedule - Remember we talked about how the Nat Gas price was going to reverse, just as quickly as it spikeed? - Nat gas down 25% today - down about 28% from recent high - Still about 50% higher than it was before the spike. THIS! - Nvidia Corp. Chief Executive Officer Jensen Huang said the company's proposed $100 billion investment in OpenAI  was “never a commitment” and that the company would consider any funding rounds “one at a time.” - “It was never a commitment,” Huang told reporters in Taipei on Sunday. “They invited us to invest up to $100 billion and of course, we were, we were very happy and honored that they invited us, but we will invest one step at a time.” Then Oracle announced that it will do a fundraiser in the form of equity and debt - needs to fund more datacenter build-out. - What happened to the OpenAI $300 Billion committment? - Or is the money that NVDA "committed to OpenAi, that they must have committed to Orcle, not a committment - GIGANTIC CIRCLE JERK Fungus - -Interesting - Did you know? Botrytis cinerea, a fungus causing grey mold, affects grapes by causing bunch rot, ruining fruit in high humidity. - While it often destroys crops, specific dry, warm conditions can transform it into "noble rot," concentrating sugars and creating high-value dessert wines (e.g., Sauternes, Tokaji) with honeyed, raisin-like, and apricot flavors. January Economic Review Employment — Job growth was nearly flat in December, with 50,000 new jobs added and earlier months revised lower. — Unemployment dipped slightly to 4.4%, but it's still higher than it was a year ago. — Long-term unemployment didn't change and remains high, and the labor force participation rate slipped to 62.4%. — Average hourly earnings rose 0.3% in December and are up 3.8% over the past year. — Weekly jobless claims stayed close to last year's levels, showing a labor market that is cooling but not weakening sharply. FOMC / Interest Rates — The Federal Reserve kept interest rates unchanged at 3.50%–3.75%. — Most policymakers agreed the economy continues to grow at a solid pace, though job gains are slowing and inflation remains above target. — Two committee members supported a small rate cut, but the majority preferred to wait. - Fed Chair Powell: Clearly, a weakening labor market calls for cutting. A stronger labor market says that rates are in a good place. It isn't anyone's base case right now that the next move will be a rate hike. - The economy has once again surprised us with its strength. Consumer spending numbers overall are good, and it looks like growth overall is on a solid footing. - Upside risks to inflation and downside risks to employment have diminished, but hard to say they are fully in balance. We think our policy is in a good place. - Overall, it's a stronger forecast since the Fed's last meeting. Haven't made any decisions about future meetings, but the economy is growing at a solid pace, the unemployment rate is broadly stable and inflation remains somewhat elevated, so we will be looking to our goal variables and letting the data light the way for us. - Most of the overrun in goods prices is from tariffs. We think tariffs are likely to move through, and be a one-time price increase. - Dissent: Miran and Waller (Miran is a admin shill and Waller wanted job as Fed Chair) GDP & Federal Budget — Economic growth remained strong in Q3 2025, with GDP rising at an annualized 4.4% driven by strong spending, higher exports, and reduced imports due to tariffs. — Investment was mixed, with business spending increasing while housing activity declined. — The federal deficit for December rose to $145 billion, though the fiscal year-to-date deficit is slightly smaller than last year. Inflation & Consumer Spending — Personal income and consumer spending rose moderately in October and November. — Inflation, measured by the PCE index, increased 0.2% in both months and roughly 2.7% year-over-year. — The Consumer Price Index rose 0.3% in December, with shelter, food, and energy all contributing. — Producer prices also increased, though 2025 producer inflation slowed compared to 2024. Housing — Existing home sales rose in December, but the number of homes for sale is still low. — Prices dipped a bit from November but remain higher than they were a year ago. — New-home sales in October were steady compared with the prior month but much higher than last year. — New-home prices fell compared to 2024, though they are still high relative to long-term norms. Manufacturing — Industrial production rose 0.4% in December and was up 2.0% for the year. — Manufacturing output increased, while mining activity declined and utility output jumped. — Durable goods orders grew sharply in November, driven by a big increase in transportation equipment, pointing to strong demand in key industries. Imports & Exports — Import and export prices rose slightly through November 2025. — The goods trade deficit widened in November because exports fell while imports increased. — For the year so far, both exports and imports are running above 2024 levels, though the overall trade deficit remains larger. Consumer Confidence — Consumer confidence fell sharply in January after improving in December. — Both views of current conditions and expectations for the future weakened, with expectations dropping well below the level that often signals recession risk. Earnings — Roughly one-third of S&P 500 companies have reported Q4 earnings, and overall results are strong. — 75% of companies have beaten EPS estimates, though this is slightly below long-term averages. Revenue beats remain solid at 65%. — Companies are reporting earnings 9.1% above estimates, which is well above the 5-and 10-year surprise averages. — The S&P 500 is on track for 11.9% year-over-year earnings growth, marking the 5th straight quarter of double-digit earnings growth. — Eight of eleven sectors are showing positive year-over-year earnings growth, led by Information Technology, Industrials, and Communication Services. — The Health Care sector shows the largest earnings declines among lagging categories. — The forward 12-month P/E ratio sits at ~22.2, elevated relative to 5-and 10-year averages, signaling continued optimism despite tariff and cost concerns. — FactSet also notes the S&P 500 is reporting a record-high net profit margin of 13.2%, the highest since 2009. INTERACTIVE BROKERS Check this out and find out more at: http://www.interactivebrokers.com/   S3XY No More - Tesla is ending production of the Model S sedan and Model X crossover by the end of Q2 2026 to focus on autonomous technology and humanoid robots (Optimus). - Do we have any idea with the TAM for either of these are? - Huge assumptions that Robotaxi will be a bug part of the global transportation. But, what if it isn't? - Unproven being built, taking out the proven - investors were not too happy about this...Stock was down after earnings showed continued sluggish EV sales and BIG Capex for Robotaxi refit, robots and chip manufacturing. But... - Friday - not to allow TESLA stock to move down tooo much. - With SpaceEx looking for an IPO in June - valuations have moved from $800B to 1.5T supposedly. - Now there is discussion of merging in xAI and possibly Tesla - Tesla shares dropped after earnings FED CHAIR PICK - Drumroll: Kevin Warsh - Seems like a good pick from the aspect of experience and ability - Deficit reducer? - More hawkish than market expected? - Announce Friday after several leaks in the morning And then... - Silver futures plummeted 31.4% to settle at $78.53, marking its worst day since March 1980. -It was down 35% during the day - the worst daily plunge ever on record. - It was the worst decline since the March 1980 Hunt Brothers crash. - The sharp moves down were initially triggered by reports of Warsh's nomination. - However, they gained steam in afternoon U.S. trading as investors who piled into the metals raced to book profits.- USD Spiked higher - Gold was down 10% - GOLD saw a drop of 10% to the close - 12% intraday - this was also a record - Bitcoin is down 25% from its recent level 2 weeks ago - ALL BEING BLAMED ON THE FED CHAIR PICK -- QUESTION - Will Trump back-peddle this OR talk to supporters in congress or tell them not to confirm him if markets continue to act squirrely? Fed Statement and Rates - Fed out with statement - no change on rates - Changes: Inflation up, employment steady, economy strong - Does not bode for much in the way of cuts - probably on hold though end of Powell term Apple Earnings - Apple reported blowout first-quarter earnings on Thursday, and predicted growth of as much as 16% in the current quarter, matching the period that just ended. - Sales could be even better, Apple said, if the company just secure enough chips to meet its customers' iPhone demands. - The company reported $42.1 billion in net income, or $2.84 per share, versus $36.33 billion, or $2.40 per share, in the year-ago period. - Apple saw particularly strong results in China, including Taiwan and Hong Kong. Sales in the region surged 38% during the quarter to $25.53 billion. - “The constraints that we have are driven by the availability of the advanced nodes that our SoCs are produced on, and at this time, we're seeing less flexibility in supply chain than normal,” Apple CEO Tim Cook said. - Stock up slightly - no great moves.... Blue Origin - Blue Origin will pause tourist flights to space for “no less than two years” to prioritize development of its moon lander and other lunar technologies. - The decision reflects Blue Origin's commitment to the nation's goal of returning to the Moon and establishing a permanent, sustained lunar presence. - The pause in tourist flights grounds the company's reusable New Shepard rocket, which has sent more than 90 people to the edge of space and back to experience brief periods of weightlessness. - Datacenters on the Moon? (sounds like a Pink Floyd album)     Love the Show? Then how about a Donation? ANNOUNCING THE WINNER OF THE THE CLOSEST TO THE PIN CUP 2025 Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!     FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

The Reserve Bank isn't expected to change its course, despite inflation remaining higher for longer. Stats NZ is providing its latest CPI update at 10.45am. Economists expect the inflation rate to remain about 3% – the very upper end of the Reserve Bank's target range. That's higher than forecast, reflecting a higher-than-expected rise in travel costs. ASB Senior Economist Mark Smith told Mike Hosking it's a little too soon to be thinking about hikes to the OCR, which is likely to be conditional on inflation. He says the Reserve Bank likely feels that there's still a bit of spare capacity in the economy, and that should be sufficient to push down domestic inflation, which should contribute to overall inflation going closer to 2%. LISTEN ABOVE See omnystudio.com/listener for privacy information.

Inflation's officially higher than it's supposed to be. Latest Stats NZ data shows inflation's reached 3.1% – up from 3% at the last update three months ago. That's above the Reserve Bank's target range of 1 to 3%. The Herald's Liam Dann told John MacDonald it's also well above the Reserve Bank's forecast of 2.7%. He says there were hopes inflation was starting to fall again, so to see a rise like this isn't good at face value. LISTEN ABOVE See omnystudio.com/listener for privacy information.

Inflation's officially higher than it's supposed to be. Latest Stats NZ data shows inflation's reached 3.1% – up from 3% at the last update three months ago. That's above the Reserve Bank's target range of 1 to 3%. The Herald's Liam Dann told John MacDonald it's also well above the Reserve Bank's forecast of 2.7%. He says there were hopes inflation was starting to fall again, so to see a rise like this isn't good at face value. LISTEN ABOVE See omnystudio.com/listener for privacy information.

Travel costs are keeping inflation higher for longer than the Reserve Bank would probably like. Stats NZ is providing its latest CPI update at 10.45. Three months ago, the annual inflation rate was 3% - at the very top end of the Reserve Bank's target range. Economists expect it now to be between 2.9 and 3.1%. Economist Cameron Bagrie told Andrew Dickens inflation is looking to be a little bit sticky towards the top end of the target zone. LISTEN ABOVE See omnystudio.com/listener for privacy information.

Here we go again – Tariffs and retaliatory tariffs DAVOS – Elitists are Meeting Suicide Coaches? Hedge funds – finally a good year! PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter   Warm-Up - Here we go again - Tariffs and retaliatory tariffs - DAVOS - Elitists are Meeting - Suicide Coaches? - Hedge funds - finally a good year! Markets - Silver and Gold - ATH - Selling off after Greenland threat - Netflix - Saga continues Davos - 2026 - Economic Confab that often brings out the elite (elitists) - Many watch for their key points and do the opposite - Trump going, Xi Jinping and Narendra Modi not - Why is Zelensky going? - Kushner, Bessent, Little Marco will be attending with Trump - Did you know - Larry Fink is the interim Co-Chair. - The CEOs that you would expect that love the limelight ) (Jensen, Nadella etc) World Economic Forum Report (Davos) - Due out Wednesday - expected to show that geopolitical confrontation is the top concern this year - Rising Inflation - Economic Downturn - Asset Bubbles - High debt burdens - Any of those could be any year and anyone in the world that is breathing could have made that list WEF List NEXT - Greenland - Sell or Else! - Trump promises 100% that he will impose tariffs and follow through - The tariffs will start at 10% on Feb. 1 and shoot up to 25% on June 1, Trump said. - Denmark, Norway, Sweden, France, Germany, the United Kingdom, the Netherlands and Finland - Supposedly in response to EU allies moving troops into Greenland - Greenland protests with - Make America Go Away hats - 200% tariff threatened in champagne and wines (Mad at Macron) Oh - and Gaza - The new Board of Peace - Trump names himself 'Board of Peace' chair under October plan - Marco Rubio, special envoy Steve Witkoff, former British prime minister Tony Blair and Trump's son-in-law, Jared Kushner. - Supposedly Putin has said he was also invited to be on the board. - Purpose? Officially, the Board is mandated to “promote stability, restore dependable and lawful governance, and secure enduring peace in areas affected or threatened by conflict... Saks - bankrupt - Chapter 11 - Problems really got worse after they agreed to purchase Needless Markup (aka Neiman Marcus) - Amazon filed an objection to Saks Global's bankruptcy financing plan on the grounds it could harm creditors and push the tech company further down the repayment pecking order. - Amazon The tech company invested $475 million into Saks' acquisition of Neiman Marcus in December 2024,  a stake it said is now effectively “worthless.” - Amazon threatened more “drastic remedies” if Saks doesn't heed its concerns, including the appointment of an examiner or a trustee. - Amazon initially invested because it thought Saks would start selling its products on Amazon's website and the tech company would offer technology and logistics expertise.| - Amazon's attorneys: “Saks continuously failed to meet its budgets, burned through hundreds of millions of dollars in less than a year, and ran up additional hundreds of millions of dollars in unpaid invoices owed to its retail partners.” Suicide Coaches - “This year, you really saw something pretty horrific, which is these AI models became suicide coaches,” Benioff told CNBC's Sarah Eisen on Tuesday at the World Economic Forum's flagship conference in Davos, Switzerland. - In 2018, Benioff said social media should be treated like a health issue, and said the platforms should be regulated like cigarettes: “They're addictive, they're not good for you.” - “Bad things were happening all over the world because social media was fully unregulated,” he said Tuesday, “and now you're kind of seeing that play out again with artificial intelligence.” China - China 2025 new yuan loans 16.27 trln yuan, lowest since 2018 - Dec new yuan loans beat forecast - PBOC announces targeted monetary policy easing - "From the asset side, amid the property market adjustment, the private sector including households and firms showed insufficient willingness to add leverage, while government bond issuance was ramped up to stabilize leverage and the economy." - Now what is happening is that $ that used to go into real estate is heading for stocks/risk assets. - Chinese authorities tightened rules on margin financing, signaling unease over the pace of a rally. - - Under the new rule, investors must now provide margin equal to the full value of the securities they buy on credit, up from the previous 80% threshold. - - - Regulators made the move to rein in potential froth in financial markets, with a fund manager saying it sends a clear signal that they want a slow bull market, not an overheated one. --- Under the new rule, investors must now provide margin equal to the full value of the securities they buy on credit, up from the previous 80% threshold, according to a Shenzhen Stock Exchange statement. The move, which applies to Shenzhen, Shanghai and Beijing bourses, underscores regulators' efforts to rein in potential froth in financial markets. More China - China's population of 1.4 billion continued to shrink, marking the fourth straight year of decrease, new government statistics show. The total population in 2025 stood at 1.404 billion, which was 3 million less than the previous year. - After the one-child policy - now government is pushing or more births - Measured another way, the birth rate in 2025 — 5.63 per 1,000 people — is the lowest on record since 1949 - Government tactics range from cash subsidies to taxing condoms to eliminating a tax on matchmakers and day care centers. Bank Earnings - Generally pretty good! - Yield curve is helping in a big way - steepening - Goldman beats, BAC beast Morgan Stanley bets etc. etc. - Goldman: The company said profit jumped 12% from a year earlier to $4.62 billion, or $14.01 per share, on gains across its capital markets businesses. - Morgan Stanley: Last Thursday reported fourth-quarter results that exceeded Wall Street expectations on the back of strong revenue from wealth management. Fed Chair - Over the weekend, Hassett thinks Trump is right not to have him in that position (What a sap! Good he is not in running anymore) - Rick Reider and Warsh are front-runners - Who ever kisses the most ass should win - Warsh would actually be a good pick - experience and smart guy that is level headed - Meanwhile - all of a sudden Trump says he is not looking to fire Powell (maybe h wants him to resign) Netflix/Warner Brothers Update - Netflix now plans to pay $27.75 per WBD share entirely in cash to acquire WBD's streaming platform HBO Max and the Warner Bros. film studio. - In reaction tot he hostile takeover bid from Paramount/Skydance - The last offer was unanimously approved by the BOD - NFLX Earnings ..... --- Earnings per share: 56 cents vs. 55 cents, estimated ------Revenue: $12.05 billion vs $11.97 billion, estimated - Stock down AH Inflation (Did we talk about this?) - Even though we are told there is little inflation... - Consumer Price Index increases 0.3% in December - Food, rents were the main drivers of consumer inflation - Underlying inflation rises a moderate 0.2% - Food prices surged 0.7% Planes! - Boeing outsold Airbus last year - First time since 2018 - BA stock made an ATH last week Bond Vigilantes - Danish pension operator AkademikerPension said it is exiting U.S. Treasurys over finance concerns tied to America's budget shortfall. - The move comes amid increasing tensions with the U.S. over Greenland as President Donald Trump pushes for control of the island. - AkademikerPension said it plans to have closed its position of around $100 million in U.S. Treasurys by the end of the month. - 10 YR yields moved up again to 4.3% - What if.....??? (Mutual assured destruction?) Hedgies - Hedge fund investors posted gains of about 12.6% last year, the best returns since 2009, according to data compiled by Hedge Fund Research Inc. - Funds run by industry giants such as D.E. Shaw & Co. and Millennium Management posted double-digit returns, with Bridgewater Associates' Pure Alpha II fund scoring a 34% gain. - Hedge funds secured net inflows of $71 billion during the first three quarters of last year, a major reversal after a decade of outflows, with the industry's giants being among the major beneficiaries.     Love the Show? Then how about a Donation? ANNOUNCING THE WINNER OF THE THE CLOSEST TO THE PIN CUP 2025 Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!     FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Inflation ended the year largely unchanged, according to the latest Consumer Price Index data, with lower gasoline prices helping to offset higher food and housing costs. Consumer prices were up 2.7 percent from a year earlier, while core inflation held at 2.6 percent. According to reporting from The New York Times, falling used car prices and cooling apartment rents continued to ease inflation pressures, even as grocery prices posted their fastest monthly increase since 2022 and airline fares jumped amid strong holiday travel. For real estate investors, the data highlights a shifting inflation landscape — moderating housing costs, mixed energy prices, and a Federal Reserve likely entering a wait-and-see phase as the new year begins.

In this episode of the FreightWaves Morning Minute, we discuss the Department of Transportation's decision to drop its appeal regarding highway funding for sanctuary states, even as Secretary Sean Duffy shifts tactics to target non-domiciled CDL compliance as detailed in Trump Administration Waves White Flag on Transportation Funding Immigration Fight, But the War is Far From Over. Despite this legal concession, the administration is using compliance audits to withhold funding over English language standards and license requirements, a move that threatens to impact nearly 200,000 immigrant drivers. We also analyze the latest economic data showing inflation has accelerated with a 2.7% rise for the year, a trend explored in Consumer Price Index reports continued hikes in 2025. Rising costs for shelter, food, and energy are driving this increase, while transportation capacity has simultaneously plummeted to its lowest level since 2021. Additionally, the federal government is calling on industry experts to help identify the most critical physical and digital impediments to commerce, according to Feds seek input on solving supply chain bottlenecks. This new Request for Information aims to guide federal research and technology investments through 2030 to ensure goods move more smoothly across the nation's infrastructure. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of the FreightWaves Morning Minute, we discuss the Department of Transportation's decision to drop its appeal regarding highway funding for sanctuary states, even as Secretary Sean Duffy shifts tactics to target non-domiciled CDL compliance as detailed in Trump Administration Waves White Flag on Transportation Funding Immigration Fight, But the War is Far From Over. Despite this legal concession, the administration is using compliance audits to withhold funding over English language standards and license requirements, a move that threatens to impact nearly 200,000 immigrant drivers. We also analyze the latest economic data showing inflation has accelerated with a 2.7% rise for the year, a trend explored in Consumer Price Index reports continued hikes in 2025. Rising costs for shelter, food, and energy are driving this increase, while transportation capacity has simultaneously plummeted to its lowest level since 2021. Additionally, the federal government is calling on industry experts to help identify the most critical physical and digital impediments to commerce, according to Feds seek input on solving supply chain bottlenecks. This new Request for Information aims to guide federal research and technology investments through 2030 to ensure goods move more smoothly across the nation's infrastructure. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

The rate at which grain farming costs have escalated over the last five years is more than double Canada’s overall inflation rate, according to analysis looking at Manitoba farmers' costs. Both the Bank of Canada's inflation calculator and Statistics Canada's Consumer Price Index gauge inflation from 2020 to 2025 at around 20 per cent. However,... Read More

Bank results and the Consumer Price Index are key this week. Jobs data pushed down rate cut odds, but stocks hit new highs as unemployment fell. A 10-year note auction comes today.Important DisclosuresThis material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request.Past performance is no guarantee of future results.Diversification and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.Investing involves risk, including loss of principal, and for some products and strategies, loss of more than your initial investment.Digital currencies [such as bitcoin] are highly volatile and not backed by any central bank or government. Digital currencies lack many of the regulations and consumer protections that legal-tender currencies and regulated securities have. Due to the high level of risk, investors should view digital currencies as a purely speculative instrument.Cryptocurrency-related products carry a substantial level of risk and are not suitable for all investors. Investments in cryptocurrencies are relatively new, highly speculative, and may be subject to extreme price volatility, illiquidity, and increased risk of loss, including your entire investment in the fund. Spot markets on which cryptocurrencies trade are relatively new and largely unregulated, and therefore, may be more exposed to fraud and security breaches than established, regulated exchanges for other financial assets or instruments. Some cryptocurrency-related products use futures contracts to attempt to duplicate the performance of an investment in cryptocurrency, which may result in unpredictable pricing, higher transaction costs, and performance that fails to track the price of the reference cryptocurrency as intended. Please read more about risks of trading cryptocurrency futures here.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.Apple Podcasts and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries.Google Podcasts and the Google Podcasts logo are trademarks of Google LLC.Spotify and the Spotify logo are registered trademarks of Spotify AB.(0131-0126) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Kevin returns to familiar surroundings after attending the Rush Enterprises 20th Anniversary Tech Skills Rodeo (TSR) in Nashville, TN at the Gaylord Opryland Resort and Convention Center, Sunday through Tuesday, and covers the following stories: the U.S. Labor Department released the Weekly Jobless Claims Report; Mitch Davisson, Director of Collision Centers, Rush Enterprises, New Braunfels, Texas, stopped by the ATN Booth at the TSR, to discuss the Body and Paint competition; the U.S. Bureau of Labor Statistics released the Consumer Price Index.

Kevin returns to familiar surroundings after attending the Rush Enterprises 20th Anniversary Tech Skills Rodeo (TSR) in Nashville, TN at the Gaylord Opryland Resort and Convention Center, Sunday through Tuesday, and covers the following stories: the U.S. Labor Department released the Weekly Jobless Claims Report; Mitch Davisson, Director of Collision Centers, Rush Enterprises, New Braunfels, Texas, stopped by the ATN Booth at the TSR, to discuss the Body and Paint competition; the U.S. Bureau of Labor Statistics released the Consumer Price Index.See omnystudio.com/listener for privacy information.

Kevin returns to familiar surroundings after attending the Rush Enterprises 20th Anniversary Tech Skills Rodeo (TSR) in Nashville, TN at the Gaylord Opryland Resort and Convention Center, Sunday through Tuesday, and covers the following stories: the U.S. Labor Department released the Weekly Jobless Claims Report; Mitch Davisson, Director of Collision Centers, Rush Enterprises, New Braunfels, Texas, stopped by the ATN Booth at the TSR, to discuss the Body and Paint competition; the U.S. Bureau of Labor Statistics released the Consumer Price Index.

Kevin returns to familiar surroundings after attending the Rush Enterprises 20th Anniversary Tech Skills Rodeo (TSR) in Nashville, TN at the Gaylord Opryland Resort and Convention Center, Sunday through Tuesday, and covers the following stories: the U.S. Labor Department released the Weekly Jobless Claims Report; Mitch Davisson, Director of Collision Centers, Rush Enterprises, New Braunfels, Texas, stopped by the ATN Booth at the TSR, to discuss the Body and Paint competition; the U.S. Bureau of Labor Statistics released the Consumer Price Index.See omnystudio.com/listener for privacy information.

AmericaFest 2025 kicks off tonight in Phoenix, Arizona. It's Turning Point USA's first major conference since the assassination of its cofounder Charlie Kirk. NTD Evening News presents a special live broadcast from the conference and will bring viewers coverage throughout the weekend.President Donald Trump addressed the latest November inflation numbers ahead of a Friday rally in Rocky Mount, North Carolina. The Consumer Price Index report released today by the Bureau of Labor Statistics shows inflation slowed to 2.7 percent, down from 3 percent in September. Meanwhile, the Kennedy Center board voted to honor Trump by adding his name to the venue.Lawmakers have left Capitol Hill for the holiday break without reaching agreements on government funding or health care. The House and Senate will return to session on Jan. 5 and 6, respectively. Lawmakers will have until Jan. 31 to pass the remaining nine of the twelve appropriations bills needed to fund the government through fiscal year 2026 and avert another shutdown.

Kevin returns to familiar surroundings after attending the Rush Enterprises 20th Anniversary Tech Skills Rodeo (TSR) in Nashville, TN at the Gaylord Opryland Resort and Convention Center, Sunday through Tuesday, and covers the following stories: the U.S. Labor Department released the Weekly Jobless Claims Report; Mitch Davisson, Director of Collision Centers, Rush Enterprises,New Braunfels, Texas, stopped by the ATN Booth at the TSR, to discuss the Body and Paint competition; the U.S. Bureau of Labor Statistics released the Consumer Price Index.

Advisors on This Week's Show Kyle Tetting Adam Baley Dave Sandstrom (with Max Hoelzl, Joel Dresang, engineered by Jason Scuglik) Week in Review (Dec. 15-19, 2025) Significant Economic Indicators & Reports Monday No major announcements Tuesday Employers continued to add jobs in November amid signs of a weakening labor market, including the highest unemployment rate in four years. The shutdown-delayed employment report from the Bureau of Labor Statistics showed 64,000 more jobs in November after a 105,000-job decline in October, the third drop in five months. Federal jobs led the October fall as total employment stayed flat since April. Temporary help — considered a harbinger of hiring trends — reached its lowest level outside of the pandemic since 2012, amid recovery from the Great Recession. Because of the 43-day government shutdown, household data was not collected in October and had a higher margin of error in November. That data raised the seasonally adjusted unemployment rate rose to 4.6% in November, the highest since September 2021. The Commerce Department reported no change in retail sales in October. Eight of 13 major categories had higher sales. Decliners were led by car dealers, home-and-garden centers and bars and restaurants. Sales fell at gas stations because of lower prices. Excluding volatile car and gas sales, retailers generated 0.5 % more revenue than in September. About two-thirds of U.S. economic activity is driven by consumer spending, a majority of which is reflected in retail sales. Wednesday No major announcements Thursday The broadest measure of inflation showed a 2.7% annual pace in November. Because of the shutdown, the Bureau of Labor Statistics skipped its October report, the first miss  since 1948, but showed a lower Consumer Price Index increase for the first time since April, when the year-to-year rate was 2.3%. Inflation stayed above the long-range Federal Reserve target of 2% but was down from a four-decade high of 9.1% in June 2022. According to the incomplete report, gas prices were up 11% from the year before and shelter costs rose 3%. Excluding volatile costs for energy and food, the core CPI rose 2.6% from November 2024. The four-week moving average for initial unemployment claims rose for the second week in a row, the Labor Department reported. The gauge of employers' willingness to release workers was 40% below the long-term average and up 5% from the low just before the COVID-19 pandemic. Total jobless claims rose nearly 16% in the latest week to just below 2 million, up almost 2% from the year before. Friday Existing home sales rose 0.5% in November, a third consecutive increase, the National Association of Realtors reported. The annual sales rate of 4.1 million houses and condos was 1% below the year before; 2024 had the lowest sales in 30 years. An economist for the trade association said housing wealth was at an all-time high, so homeowners are in no hurry to list their properties. Low inventory has helped boost prices, rising to a median price of $409,200 in November, a 1.2% gain from the year before and the 29th consecutive increase. The University of Michigan's consumer sentiment index rose marginally in December, though it was 28.5% lower than the year before. Conditions for buying durable goods fell for the fifth month in a row as 63% of consumers surveyed foresaw a continuing rise in unemployment. Inflation expectations fell but remained higher than they were in January. Economists follow consumer sentiment as a leading indicator of consumer spending. Market Closings for the Week Nasdaq – 23286, up 91 points or 0.4% Standard & Poor's 500 – 6837, up 10 points or 0.1% Dow Jones Industrial – 48254, down 204 points or 0.4% 10-year U.S. Treasury Note – 4.15%, down 0.04 point

Football and Finance time with Pete Najarian and Vineeta Sawkar on The WCCO Morning News

Kevin returns to familiar surroundings after attending the Rush Enterprises 20th Anniversary Tech Skills Rodeo (TSR) in Nashville, TN at the Gaylord Opryland Resort and Convention Center, Sunday through Tuesday, and covers the following stories: the U.S. Labor Department released the Weekly Jobless Claims Report; Mitch Davisson, Director of Collision Centers, Rush Enterprises,New Braunfels, Texas, stopped by the ATN Booth at the TSR, to discuss the Body and Paint competition; the U.S. Bureau of Labor Statistics released the Consumer Price Index.

We see mixed to higher action in corn and wheat while soybeans continue to struggle. Meantime, we have new Consumer Price Index data to discuss and we see a mixed tone in livestock trade. Arlan Suderman from StoneX joins us for our Midday Commentary.

X: @RepFine @ileaderssummit @americasrt1776 @NatashaSrdoc @JoelAnandUSA @supertalk @JTitMVirginia Join America's Roundtable (https://americasrt.com/) radio co-hosts Natasha Srdoc and Joel Anand Samy with U.S. Congressman Randy Fine. Randy Fine was elected to represent Florida's 6th Congressional District in April of 2025 and serves on the House Foreign Affairs and the Education and Workforce Committee. A third-generation Floridian, Randy built a career as a successful entrepreneur, founding and running businesses in retail, technology, and hospitality. At 40, he retired from the private sector to focus on raising his two sons, Jacob and David, with his wife, Wendy. Randy's retirement didn't last long. In 2016, he was elected to the Florida House - before moving on to the Florida Senate and then Congress. As the only Jewish Republican in the Florida Legislature, Randy led the fight to make Florida the safest state in America for Jewish families and people of faith. Randy graduated magna cum laude from Harvard College with a degree in government and later earned his MBA from Harvard Business School. Topics: 1) Update on the U.S. economy, inflation, grocery prices and cost of gas. The inflation rate under President Biden's administration was 9.1% (year-over-year, as measured by the Consumer Price Index), which occurred in June 2022. This was the highest rate in approximately 40 years. Through President Trump's leadership on the economic front, the high inflation rate has dropped to 3%. The record high inflation under the Biden-Harris administration pushed up grocery prices to an all-time high. Congressman Fine addresses the concerns of the high cost of living with a clear explanation. Gas prices under the Biden administration surged to a high of $5.016 per gallon for regular unleaded, recorded on June 14, 2022. Today, gas prices have dropped to a national average of $2.93, with the average gas price in Mississippi dropping to around $2.57 per gallon of regular unleaded. Today, Democrats are running elections on "affordability" while facts clearly reveal that they created the economic crisis in the first place. It was the Biden administration's policies voted by Democratic Party members of Congress which have hurt American families and the US economy. The conversation focuses on how decent hard-working Americans will benefit from the tax cuts including no tax on tips, no tax on overtime and the removal of taxes on social security impacting retirees. 2) The rise of anti-Semitism in America with a focus on polling showing that anti-Israel sentiment is rising on the Republican side, especially among young voters. 3) President Trump's efforts to curtail the flow of drugs from Venezuela by targeting boats transporting cocaine to America. In the US, around 42 million people had used cocaine at some point in their lifetime as of 2024. An estimated 22,174 people died from a cocaine-involved overdose in 2024. 4) Bringing to the forefront how NATO member Croatia sold illicit Iranian oil stored in Croatian government facilities. The illegal scheme (operating between 2022 and 2024) where nearly one million barrels of sanctioned Iranian oil were allegedly stored in a Croatian facility before being sold as Malaysian oil to evade U.S. sanctions. Report: "A civil forfeiture complaint was filed early this year in the U.S. District Court for the District of Columbia alleging that $47 million in proceeds from the sale of nearly one million barrels of Iranian petroleum is forfeitable as property of, or affording a person a source of influence over, the Islamic Revolutionary Guard Corps (IRGC) or its Qods Force (IRGC-QF), designated Foreign Terrorist Organizations (FTOs). 5) The China threat. 6) Focusing on Congressman Randy Fine's effort in co-sponsoring the bill The Veterans' Assuring Critical Care Expansions to Support Service members (ACCESS) Act of 2025 with Chairman Mike Bost, House Veterans Affairs Committee, a Marine veteran. americasrt.com (https://americasrt.com/) https://ileaderssummit.org/ | https://jerusalemleaderssummit.com/ America's Roundtable on Apple Podcasts: https://podcasts.apple.com/us/podcast/americas-roundtable/id1518878472 X: @RepFine @ileaderssummit @americasrt1776 @NatashaSrdoc @JoelAnandUSA @supertalk @JTitMVirginia America's Roundtable is co-hosted by Natasha Srdoc and Joel Anand Samy, co-founders of International Leaders Summit and the Jerusalem Leaders Summit. America's Roundtable (https://americasrt.com/) radio program focuses on America's economy, healthcare reform, rule of law, security and trade, and its strategic partnership with rule of law nations around the world. The radio program features high-ranking US administration officials, cabinet members, members of Congress, state government officials, distinguished diplomats, business and media leaders and influential thinkers from around the world. Tune into America's Roundtable Radio program from Washington, DC via live streaming on Saturday mornings via 68 radio stations at 7:30 A.M. (ET) on Lanser Broadcasting Corporation covering the Michigan and the Midwest market, and at 7:30 A.M. (CT) on SuperTalk Mississippi — SuperTalk.FM reaching listeners in every county within the State of Mississippi, and neighboring states in the South including Alabama, Arkansas, Louisiana and Tennessee. Tune into WTON in Central Virginia on Sunday mornings at 9:30 A.M. (ET). Listen to America's Roundtable on digital platforms including Apple Podcasts, Spotify, Amazon, Google and other key online platforms. Listen live, Saturdays at 7:30 A.M. (CT) on SuperTalk | https://www.supertalk.fm

In this episode, we discuss the fallout from the government shutdown and how delays in federal economic data, including the Consumer Price Index and jobs reports, leave policymakers and the public effectively “driving without headlights.” We examine the broader risks of making monetary decisions without timely information and the political incentives surrounding data transparency. We turn to new reporting on Border Patrol surveillance, exploring constitutional concerns raised by nationwide license-plate monitoring, predictive algorithms, and civil asset forfeiture. We highlight the “foolishness of the week,” a Thanksgiving trend piece on secretly stoned dinner guests, before shifting to a Thanksgiving tradition of our own as we reflect on what we're thankful not to have, from VAT taxes and debtors' prisons to hostile borders, historic diseases, and restrictions on homeschooling and peaceful protest. 00:00 Introduction and Overview 00:33 The Government Shutdown's Aftermath 04:55 Border Patrol's Expanding 100-Mile Authority 07:13 Predictive Policing, License Plate Tracking, and Searches 11:24 Civil Asset Forfeiture and Presumed Guilt 13:41 Foolishness of the Week: The “Stoned Thanksgiving Guests” Trend 15:57 What We're Thankful to Not Have 16:35 Value Added Tax 18:28 Vaccines and the Elimination of Deadly Diseases 20:50 Free Speech and Peaceful Protest 22:08 Women's Rights 23:53 Guns as the Great Equalizer 28:08 Homeschooling Freedoms and Education Restrictions of the Past 32:40 Criminalization of Debt and Bankruptcy Laws 34:05 Why Jailing People for Using Drugs is a Stupid Idea 36:08 Friendly International Neighbors 37:11 Declining Poverty 38:46 Closing Thoughts on Gratitude and a Better World Learn more about your ad choices. Visit podcastchoices.com/adchoices

This week, Monika breaks down the “inflation paradox” India is living through — where official inflation has collapsed to 0.25%, yet households still feel the pinch at checkout counters. She explains how the headline number hides a deeper story: if the impact of gold is removed from the Consumer Price Index, October inflation actually turns negative. An SBI Research estimate suggests that, excluding gold, inflation could remain below zero for the next two months. Food prices have fallen sharply, with vegetables down nearly 28% and pulses over 16%, creating a painful situation for farmers even as households see temporary relief.Monika unpacks why very low inflation is a problem for the wider economy. Weak prices signal weak demand, hurting production, wages and eventually jobs. Governments too suffer when inflation falls, because tax revenues depend on nominal — not real — growth. With the RBI's full-year inflation estimate cut to 2.6%, the number now threatens to breach the lower bound of the 2–6% target band, raising the possibility of rate cuts. She also explains why lived inflation can feel higher than official data: lifestyle choices — app-based shopping, food delivery, eating out — inflate household budgets far more than the CPI basket. For savers and investors, a lower-trend inflation world means lower bank FD rates and more moderate long-term equity return expectations, making equity allocation essential for retirement planning.In listener questions, Srinivas seeks guidance on managing a large education loan, bundled insurance policies, and family assets; Sampath from the US weighs whether to buy property in Hyderabad now or after returning to India; and an anonymous listener asks how to secure term insurance after a past cancer diagnosis. Monika also gives a shout-out to Rinku Jain, who recently shifted from trading to financial education after being inspired by Let's Talk Money.Chapters:(00:00 – 00:00) The Inflation Paradox: Why Low Numbers Still Feel Expensive(00:00 – 00:00) How Low Inflation Impacts Growth, Wages, Taxes & Your Investments(00:00 – 00:00) How to Fix a Costly Loan, Bundled Insurance & a Risky Family Portfolio(00:00 – 00:00) Should NRIs Buy Property Now or After Returning to India?(00:00 – 00:00) Can Cancer Survivors Get Term Insurance? What Your Real Options Arehttps://www.dropbox.com/scl/fi/ivlio9duh6yemspbdu6rm/Inflation-SBI-Report-Oct-2025.pdf?rlkey=n6fyqfssoz5tw88unhsx0sn3a&dl=0https://www.stcipd.com/UserFiles/File/Measuring_Trend_inflation_in_India-A_summary.pdfIf you have financial questions that you'd like answers for, please email us at ⁠mailme@monikahalan.com⁠ Monika's book on basic money management⁠⁠⁠https://www.monikahalan.com/lets-talk-money-english/⁠⁠⁠Monika's book on mutual funds⁠⁠https://www.monikahalan.com/lets-talk-mutual-funds/⁠⁠Monika's workbook on recording your financial life⁠⁠⁠https://www.monikahalan.com/lets-talk-legacy/⁠⁠⁠Calculators⁠⁠⁠https://investor.sebi.gov.in/calculators/index.html⁠⁠⁠You can find Monika on her social media @monikahalan. Twitter ⁠⁠⁠@MonikaHalan⁠⁠⁠Instagram ⁠⁠⁠@MonikaHalan⁠⁠⁠Facebook ⁠⁠⁠@MonikaHalan⁠⁠⁠LinkedIn ⁠⁠@MonikaHalan⁠⁠Production House: ⁠⁠www.inoutcreatives.com⁠⁠Production Assistant:⁠⁠ Anshika Gogoi⁠⁠

The Consumer Price Index for October was not released due to the government shutdown. Will the report ever see the light of day? And are there ways to calculate Valley inflation that don't involve this report? Sounds like it's Money Monday once again, and Associate Economics Professor Evan Taylor of the Universtiy of Arizona joined the show to break down these questions. He joins every Monday for Money Monday at 5:45  am. 

On today's wide-ranging program, Ralph welcomes David Dayen of “The American Prospect” to discuss the Democrats caving on the shutdown. Then, Ralph speaks to Dani Noble from Jewish Voice for Peace about their BDS campaigns, efforts to block weapons shipments to Israel, and the state of the ceasefire in Gaza. Finally, Ralph speaks to original Nader's Raider Sam Simon about his new memoir, “Dementia Man: An Existential Journey.”David Dayen is the executive editor of the American Prospect, an independent political magazine that aims to advance liberal and progressive goals through reporting, analysis and debate. His work has appeared in the Intercept, HuffPost, the Washington Post, and more. He is the author of Chain of Title: How Three Ordinary Americans Uncovered Wall Street's Great Foreclosure Fraud and Monopolized: Life in the Age of Corporate Power.If Congress is saying: We have the power of the purse, and we have the ability to dictate to the President what he is able to do or not do with federal funding, then why not go the whole way? To me, that was the entire purpose of the shutdown— to stop the President from ignoring Congress and initiating his own prerogatives as it relates to government funding. It is really making Congress completely irrelevant in the process which they constitutionally are supposed to dictate.David DayenEvery time Trump has been in power and there's been a national election, he's lost it. He lost the midterm elections in 2018. He lost the presidential election in 2020. He lost the off-year elections in 2017 and 2019. He lost (just last week) the elections in 2025. He is not equipped to have an agenda that appeals to the American people when he's in power. And so I firmly agree that Democrats are likely to do well in the elections next year, as they just did. The one thing that can stop that is: completely punching your base in the face, after you succeed politically in backing Republicans into a corner.David DayenDani Noble is a Strategic Campaigns Organizer at Jewish Voice for Peace.Israel bonds (which very few people know much about) are direct loans to the Israeli military and government. They are unrestricted. They have no guardrails around what those funds can be used for, et cetera. And this is a main way that the Israeli military and government generate an unrestricted slush fund to be able to continue their genocidal assault on Gaza, to continue funding for the atrocities being committed against Palestinians—even as their government and economy suffers and/or operates with a massive deficit.Dani NobleThis bill would essentially block the Trump administration from delivering some of the deadliest weapons to Israel. So it's an essential, essential step in what we need to do fundamentally—which is a full arms embargo to stop arming the Israeli military and government…It's the most supported piece of legislation in support of Palestinian rights that we've ever seen.Dani NobleSam Simon is an author, playwright, and attorney. His new book Dementia Man: An Existential Journey is based on his award-winning play of the same name.There's also a social cost. A sense that everything I've ever built personally—my cars, my homes, my savings—that were all going to be available as a legacy to my family, they have to be spent in my few years of my life just to keep me alive. There needs to be a community response to that—and that's shorthand for the government. It doesn't force people to go broke to stay alive.Sam SimonNews 11/14/25* This week, Democrats on the House Oversight Committee released a new tranche of over 20,000 pages of documents related to infamous financier and sex criminal Jeffrey Epstein. These documents include damning emails between Epstein and various high-power individuals like Steve Bannon, former Treasury Secretary Larry Summers and current U.S. Ambassador to Turkey Tom Barrack. However, the emails that have received the most attention are those regarding President Donald Trump. In these emails, Epstein claimed Trump “knew about the girls,” and claimed that, “i [i.e. Epstein] am the one able to take him [i.e. Trump] down.” Perhaps most shocking, Epstein claims to have been with Trump during Thanksgiving in 2017, according to NBC. If true, it would directly contradict Trump's repeated insistence that he had no contact with Epstein since their falling out in the mid 2000s, either 2004 or 2007, per PBS.* The newly released Epstein files reinforce another narrative as well: that Epstein was an asset for Israeli intelligence. Drop Site news has done excellent reporting on Epstein helping to “Broker [an] Israeli Security Agreement With Mongolia,” “Build a Backchannel to Russia Amid [the] Syrian Civil War” and “Sell a Surveillance State to Côte d'Ivoire.” Most recently the independent outlet has published an expose on Epstein's relationship with known Mossad spy Yoni Koren. According to this piece, “Epstein's personal calendars reveal that…[Koren] lived at Epstein's Manhattan apartment for multiple stretches between 2013 and 2016.” There is also evidence that Epstein wired money to Koren. However, the reasons behind this transfer, and the details of their relationship, remain murky.* More Epstein information is likely to be released in the coming days. This week, the longest ever government shutdown in American history concluded with capitulation by centrist Democrats in the Senate. However, the conclusion of the shutdown finally broke the logjam over the swearing-in of Adelita Grijalva, the newly elected Democratic Congresswoman from Arizona. Grijalva immediately fulfilled her vow to be the 218th signature on the Discharge Petition forcing a vote on the release of the Epstein files, joining all 213 other House Democrats and four Republicans, Reps. Thomas Massie, Marjorie Taylor Greene, Lauren Boebert and Nancy Mace, per the Hill. In her first speech, Grijalva emphatically stated, “Justice cannot wait another day.” House Speaker Johnson has promised to bring the matter to a vote next week and many Republicans who did not sign the petition are expected to vote for it, with sponsors angling for a veto-proof majority. At that point, all eyes will turn to the Senate.* Even still, the Democrats blinking in the government shutdown showdown has infuriated many members of Congress, candidates and Democratic-aligned organizations, who are now calling for Chuck Schumer to step aside as Senate Minority Leader. Journalist Prem Thakker is keeping a running tally of these calls, which so far includes 12 Congressional Democrats – with major names like Pramila Jayapal, Mark Pocan, Rashida Tlaib, and Ro Khanna among them – along with candidates like Seth Moulton, Mallory McMorrow, Saikat Chakrabarti and Graham Platner. Beyond these individuals however, this call has been echoed by groups ranging from Our Revolution to Social Security Works to College Democrats of America, among many others.* Moving to economic matters, one other consequence of the protracted government shutdown is that the Bureau of Labor Statistics was “largely idle,” meaning it did not collect the crucial fiscal information it is responsible for gathering, including October jobs numbers and Consumer Price Index changes. According to POLITICO, White House spokesperson Karoline Leavitt said this information is unlikely to ever be released. She of course blamed that on the opposition in Congress, saying “Democrats may have permanently damaged the federal statistical system.” This is somewhat laughable, as the Trump administration has all but gone to war with the economic data collection functions of the federal government whenever that data has made him look bad.* Another bad sign for the economy in general, and for consumers in particular, is the rise of what are generously called “Flex Loans.” A new investigation by ProPublica in partnership with the Tennessee Lookout, examines the rise of this new strain of ultra-high-interest loan, with annual interest rates as high as 279.5%. This, combined with a lending cap of $4,000 – nine times higher than a traditional payday loan – has led to Advance Financial, the leading lender in Tennessee, suing over 110,000 people across the state since 2015. According to the data, judgments against consumers usually end up in the thousands, and 40% result in garnished wages. Loans of this variety were illegal before 2015, but the Tennessee legislature allowed them through and while the Consumer Financial Protection Bureau has sought to protect financial services consumers from these types of predatory lending schemes, the Trump administration's attempts to kneecap the agency have rendered it powerless.* Meanwhile, a dearth of consumer protections is yielding horrific consequences in a completely different area: AI. A new CNN report details how ChatGPT encouraged a Texas 23-year-old, Zane Shamblin, to kill himself. In heart-wrenching detail, this story paints a picture of Shamblin on the edge of suicide, and the AI chatbot helping to push him towards death. As Shamblin held a gun to his own head, the bot wrote, “You're not rushing. You're just ready,” later adding, “Rest easy, king…You did good.” According to this piece, the chatbot “repeatedly encouraged [Shamblin] as he discussed ending his life” for months, and “right up to his last moments.” Shamblin's parents are now suing ChatGPT's parent company, OpenAI, alleging the company endangered their son's life by, “tweaking its design last year to be more humanlike and by failing to put enough safeguards on interactions with users in need of emergency help.” The victim's mother, Alicia Shamblin, is quoted saying, “I feel like it's just going to destroy so many lives. It's going to be a family annihilator. It tells you everything you want to hear.”* In more positive consumer protection news, former Biden FTC Chair Lina Khan has hit the ground running in her new role helping to manage the transition for New York City Mayor-elect Zohran Mamdani. Per Semafor, Khan has been “scouring city and state laws — some overlooked by past mayors and some too new to have been tested yet — for legal footing for Mamdani's priorities.” Apparently, “Khan has privately discussed targeting hospitals that bill patients for painkillers available more cheaply at corner drugstores and sports stadiums charging nosebleed prices for concessions,” and “Other avenues for enforcement include a new state law that requires companies to tell customers when they are using algorithmic pricing. The law took effect this week, forcing Uber and DoorDash to start disclosing, but the incoming Mamdani administration plans to police laggards.” In short, it seems like the incoming Mamdani administration will use any and all legal and administrative means at their disposal to bring down costs for New Yorkers – as he promised again and again during the campaign. And, if there is one consumer regulator who can accomplish this, it is Ms. Khan.* Turning to Hollywood, Variety has published a major new piece on newly-minted Paramount CEO David Ellison's first 100 days. This piece covers everything from his attempts to curry favor with President Trump to the battle to acquire Warner Bros. Discovery. Buried within this story is an indication that “Paramount maintains a list of talent it will not work with because they are deemed to be ‘overtly antisemitic.'” The criteria for this modern blacklist however is opaque, especially troubling given that Ellison has deputized Bari Weiss – an ardent Zionist and censor of pro-Palestine speech – as the “Editor-in-chief” of CBS News. According to Drop Site, the studio “recently condemned a filmmakers' boycott of Israeli institutions signed by Emma Stone, Mark Ruffalo, Tilda Swinton, Javier Bardem, and Olivia Colman, among more than 4,000 others, declaring that Israel is carrying out genocide and apartheid.” Would Ellison blacklist these stars for “overt antisemitism”?* Finally, for some good news, the Economist is out with a stunning article on the success of China's transition to renewable energy. In the much-quoted opening paragraph, this piece reads “The SCALE of the renewables revolution in China is almost too vast for the human mind to grasp. By the end of last year, the country had installed 887 gigawatts of solar-power capacity—close to double Europe's and America's combined total. The 22m tonnes of steel used to build new wind turbines and solar panels in 2024 would have been enough to build a Golden Gate Bridge on every working day of every week that year. China generated 1,826 terawatt-hours of wind and solar electricity in 2024, five times more than the energy contained in all 600 of its nuclear weapons.” If that doesn't demonstrate the horizon of what is possible, given the requisite political will and determination, I don't know what will.This has been Francesco DeSantis, with In Case You Haven't Heard. Get full access to Ralph Nader Radio Hour at www.ralphnaderradiohour.com/subscribe

          Medicare Advantage Minute:                                                                              Want to watch a highly entertaining documentary about a type of Medicare insurance to be avoided like the plague? Type this into the YouTube search window: "Medicare Advantage: Last Week Tonight with John Oliver"           Your Medicare Benefits 2025:                                                                     Shots (vaccines) Correspondence with a potential client answers the question: What keeps the deductible in "High Deductible Plan G" from taking off into the stratosphere? AI set his mind at ease: Increases are linked by law to the Consumer Price Index. Finally, I present a simple explanation of how medical bills are covered by the High Deductible Plan G. the Medicare supplement I recommend above all other plans. Contact me at: DBJ@MLMMailbag.com (Most severe critic: A+)                   Visit us on: BabyBoomer.ORG Inspired by: "MEDICARE FOR THE LAZY MAN 2025; SIMPLEST & EASIEST GUIDE EVER!" "MEDICARE DRUG PLANS: A SIMPLE D-I-Y GUIDE" "MEDICARE FOR THE LAZY MAN: BARE BONES!" For sale on Amazon.com. After enjoying the books, please consider returning to leave a short customer review to  help future readers. Official website: https://www.MedicareForTheLazyMan.com.

Retirement planning is an ever-evolving process, and staying informed about changes to Social Security, Medicare, and tax limits is crucial to making the most of your golden years. On this episode of Retire with Ryan, I'm sharing important updates on the 2026 Social Security cost of living adjustment (COLA), projected changes to Medicare Part B premiums, and strategies for managing income in retirement.  The newly announced cost-of-living adjustment (COLA) for 2026 will see benefit checks rise by 2.8%. I break down how the yearly adjustments are calculated, why they matter for seniors, and the impact of inflation on Social Security. I also discuss the expected jump in Medicare Part B premiums, what IRMAA means for higher-income retirees, and important changes to the Social Security wage base and retirement earnings limits.  Whether you're thinking about when to start your benefits or you want to strategize your retirement income, this episode will give you practical tips and resources to help you make the most of your retirement planning.  You will want to hear this episode if you are interested in... [00:00] Social Security cost-of-living adjustment (COLA). [02:54] COLA trends and historical adjustments. [04:48] Social Security benefit updates. [10:56] Social Security earnings limit explained. [11:56] Social Security and Medicare updates. What to Expect from Social Security COLA for 2026 After a brief delay caused by a government shutdown, the Social Security Administration (SSA) announced that benefit checks will rise by 2.8% beginning January 2026. This increase is slightly higher than last year's 2.5% and a bit less than the 2024 bump of 3.2%. While not the largest adjustment in history, any increase helps seniors keep pace with the rising costs of essentials like groceries, taxes, and insurance. How is COLA Calculated? SSA bases COLA changes on the Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W), specifically by comparing the average index for each month in the third quarter of one year to the same period in the previous year. Since 1972, this approach has pegged benefit adjustments to actual inflation, providing a more predictable and timely increase for beneficiaries. Beneficiaries will receive details about their new benefit amounts in early December. Medicare Part B Premiums The base premium for Medicare Part B is predicted to rise from $185 to approximately $206.50 per month in 2026, a significant increase of roughly 11.6%. Final figures will be released later, but even preliminary estimates suggest a noticeable impact, especially for fixed-income retirees. Income Related Monthly Adjustment Amount (IRMAA) may add further costs to your Medicare premiums if your income exceeds certain thresholds. For 2026, your IRMAA status will be determined by your 2024 tax return, due to a two-year lag in income reporting. Higher earners could see premiums up to $443.90 per month, so it's critical to strategize IRA distributions and capital gains to avoid unnecessary surcharges. If your financial situation changes, such as a recent retirement, you may appeal IRMAA charges using Form SSA-44. Ryan Morrissey recommends reviewing prior episodes and his blog for more on appealing IRMAA. Social Security Taxes and Retirement Income Limits The maximum wage base for Social Security taxes will jump to $184,500 in 2026 (up from $176,100), meaning any income above this threshold won't be subject to Social Security tax.  Retirees collecting Social Security before full retirement age must monitor their earned income. For 2026, the limit rises to $24,480. Earnings above this cut-off will reduce your Social Security benefit by $1 for every $2 earned. Once you reach your full retirement year, the earnings limit increases sharply to $65,160, and after your birthday, there's no limit. The latest updates to Social Security and Medicare reflect ongoing efforts to help retirees keep pace with inflation and evolving economic conditions. Successful retirement isn't just about knowing the numbers, it's about strategizing your income to minimize taxes, avoid excess premiums, and maximize your benefits.  Resources Mentioned Retirement Readiness Review Subscribe to the Retire with Ryan YouTube Channel Download my entire book for FREE Connect With Morrissey Wealth Management  www.MorrisseyWealthManagement.com/contact   Subscribe to Retire With Ryan

The latest Consumer Price Index shows that the average electric bill went up more than 5% from September 2024 to September 2025. That's faster than the inflation rate for the same period. Conventional wisdom blames the demand for power on the explosive growth of data centers, but a new analysis concludes that it’s not that simple. John Yang reports on the other factors behind the rising costs. PBS News is supported by - https://www.pbs.org/newshour/about/funders. Hosted on Acast. See acast.com/privacy

The latest Consumer Price Index shows that the average electric bill went up more than 5% from September 2024 to September 2025. That's faster than the inflation rate for the same period. Conventional wisdom blames the demand for power on the explosive growth of data centers, but a new analysis concludes that it’s not that simple. John Yang reports on the other factors behind the rising costs. PBS News is supported by - https://www.pbs.org/newshour/about/funders. Hosted on Acast. See acast.com/privacy

Well over 3 weeks into the government shutdown, economists are eager for federal metrics that help paint a picture of our nation's economy. To that end, the Labor Department brought back some workers from the Bureau of Labor Statistics to release the Consumer Price Index, or CPI. 10 days late, CNBC's Rick Santelli, Nomura's David Seif and Richard Bernstein Advisors's Michael Contopoulos dig into the numbers and what they mean for the data-driven Federal Reserve. It's the second-longest shutdown in U.S. history, and lawmakers like House Minority Leader Hakeem Jeffries (D-New York) and Senator James Lankford (R-Oklahoma) are standing firm on their respective sides of the standoff. Both explain their perspectives on how the country can move forward. Plus, Target announced it would be laying off about 8% of its corporate workforce, and President Trump says he's halted trade negotiations with Canada over an Ontario ad featuring President Ronald Reagan criticizing tariffs.  Rick Santelli - 17:09 David Seif & Michael Contopoulos - 19:29Sen. James Lankford - 21:47Rep. Hakeem Jeffries - 38:26 In this episode:James Lankford, @SenatorLankfordHakeem Jeffries, @RepJeffriesRick Santelli, @RickSantelliJoe Kernen, @JoeSquawk Becky Quick, @BeckyQuickAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Claudia Sahm, Chief Economist at New Century Advisors, joins Inside Economics to discuss a bevy of topics, including today's belated Consumer Price Index release, the lack of other government data, AI and the labor market, stock market valuations, and the risks to the economy that are top of mind for her. Mark teases a new esoteric vocabulary word but fails to reveal it…stay tuned.Guest: Claudia Sahm – Chief Economist, New Century AdvisorsFor more from Claudia Sahm, check out her Substack here: https://substack.com/@stayathomemacroGuest: Matt Colyar – Assistant Director, Moody's AnalyticsHosts: Mark Zandi – Chief Economist, Moody's Analytics, Cris deRitis – Deputy Chief Economist, Moody's Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody's AnalyticsFollow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@moodys.com. We would love to hear from you. To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The U.S. will begin a Section 301 trade investigation into China's purchases under the Phase One trade deal during President Trump's first term. Trump cancels all negotiations with Canada following an advertisement by the Ontario government. The Consumer Price Index was higher during September. 

Amid a government shutdown, Congressman Mike Lawler (R-NY) explains his argument with House Minority Leader Hakeem Jeffries over the sticking point in the Capitol Hill stalemate: extending the Affordable Care Act tax credits. The Labor Department will bring some furloughed employees back to resume work on September's Consumer Price Index data, though other data remains on hold during the shutdown. Chinese customs are beefing up scrutiny of semiconductor imports to ensure that local companies are not ordering Nvidia's less powerful chips specifically engineered for China. Plus, two-year community college Campus is employing both AI and humans to tackle higher education debt and graduation rates. Campus founder Tade Oyerinde discusses his mission and his new acquisition of Sizzle with Sizzle's founder and new Campus CTO, Jerome Pesenti.  Mike Lawler - 17:58Tade Oyerinde & Jerome Pesenti - 32:44 In this episode:Rep. Mike Lawler, @lawler4nyJoe Kernen, @JoeSquawk Becky Quick, @BeckyQuickAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mark and Cris are joined by Matt Colyar to break down the latest CPI inflation report, while Jared Franz from the Capital Group explores how artificial intelligence is reshaping the American economy and labor market. We examine the opportunities and challenges of the AI revolution and what it means for workers, businesses, and investors in this rapidly changing economic landscape.Jared Franz is an economist at Capital Group, responsible for covering the United States. He has 19 years of investment industry experience and has been with Capital Group for 10 years. Prior to joining Capital, Jared was head of international macroeconomic research at Hartford Investment Management Company. Before that, he was an international and U.S. economist at T. Rowe Price. He holds a PhD in economics from the University of Illinois at Chicago, a bachelor's degree in mathematics from Northwestern University and attended the U.S. Naval Academy. He is also a member of the Forecasters Club of New York, an elected member of the Conference of Business Economists and a member of the Pacific Council. Jared is based in Los Angeles.Explore more insights from Capital Group's Jared Franz in the articles below:4 charts on why the U.S. economy could stay resilient | Capital GroupBenjamin Button's clues for the US economy Explore the risks and realities shaping the economy in our new webinar, now streaming for free.U.S. Economic Outlook: Under Unprecedented UncertaintyWatch here: https://events.moodys.com/mc68453-wbn-2025-mau25777-us-macro-outlook-precipice-recession?mkt_tok=OT…Hosts: Mark Zandi – Chief Economist, Moody's Analytics, Cris deRitis – Deputy Chief Economist, Moody's Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody's AnalyticsFollow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@moodys.com. We would love to hear from you. To stay informed and follow the insights of Moody's Analytics economists, visit Economic View.

In part one of Red Eye Radio with Gary McNamara and Eric Harley, the NFL is encouraged to "choose love, end racism, inspire change" or any other flowery message of their choosing emblazened in the end zone of each home game this season as a subtle appeasement to the leftist agenda. Also the passing of a programming legend, Chuck Schumer takes a safe stroll around D.C., poll numbers from The Morning Joe on crime in D.C., hilarious audio from Senator John Kennedy with advice for Chuck Schumer and Hakeem Jeffries and a replay of John Oliver's comical stab at Chuck Schumer's make believe couple called "the Baileys". Also audio from Gavin Newsom confidence on Trump's "third term", the fear-mongering of the leftist media, the Demoratic communist maifesto, audio from Bill Maher on Pete Buttigieg' low approval rating with black voters, defining identity politics, a few headlines from The Babylon Bee and a look at the latest numbers from the Consumer Price Index. For more talk on the issues that matter to you, listen on radio stations across America Monday-Friday 12am-5am CT (1am-6am ET and 10pm-3am PT), download the RED EYE RADIO SHOW app, asking your smart speaker, or listening at RedEyeRadioShow.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Although tariff negotiations continue, deals are being made, shifting investor focus on assessing the fallout. Our Global Head of Fixed Income Research and Public Policy Strategy Michael Zezas and Chief U.S. Economist Michael Gapen consider the ripple effects on inflation and the bond market. Read more insights from Morgan Stanley.----- Transcript -----Michael Zezas: Welcome to Thoughts on the Market. I'm Michael Zezas, Global Head of Fixed Income Research and Public Policy Strategy. Michael Gapen: And I'm Michael Gapen, Chief U.S. Economist. Michael Zezas: Today, how are tariffs impacting the economy and what it means for bond markets? It's Wednesday, August 13th at 10:30am in New York. Michael, we've been talking about how the near-term uncertainty around tariff levels has come down. Tariff deals are, of course, still pending with some major U.S. trading partners like China; but agreements are starting to come together. And though there's lots of ways they could break over time, in the near-term, deals like the one with Europe signal that the U.S. might be happy for several months with what's been arranged. And so, the range of outcomes has shrunk. The U.S.' current effective tariff rate of 16 percent is about where we thought we'd be at year end. But that's substantially higher than the roughly 3 percent we started the year with. So, not as bad as it looked like it could have been after tariffs were announced on April 2nd, but still substantially higher. Now's the time when investors should stay away from chasing tariff headlines and guessing what the President might do next; and instead focus on assessing the impact of what's been done. With that as the backdrop, we got some relevant data yesterday, the Consumer Price Index for July. You were expecting that this would show some clear signs of tariffs pushing prices higher. Why was that? Michael Gapen: Well, we did analysis on the 2018-2019 tariff episode. So, in looking at the input-output tables, which give you an idea of how prices move through certain sectors of the economy, and applying that to the 2018 episode of tariffs – we got the result that you should see some tariff inflation in June, and then sequentially more as we move into the late summer and the early fall. So, the short answer, Mike, is a model based plus history-based exercise – that said yes, we should start seeing the effects of tariffs on those categories, where the direct effect is high. So that'd be most of your goods categories. Over time, as we move into later this year or early next year, it'll be more important to think about indirect effects, if any. Michael Zezas: Got it. So, the July CPI data that came out yesterday, then did it corroborate this view? Michael Gapen: Yes and no. So, I'm an economist, so I have to do a two-handed view on this. So yes… Michael Zezas: Always fair. Michael Gapen: Always, yes. So, yes, core goods prices rose by two-tenths on the month, in June they also rose by two-tenths. Prior to this goods' prices were largely flat with some of the big durables, items like autos being negative, right? So, we had all the give back following COVID. So, the prior trend was flat to negative. The last two months, they've shown two-tenths increases. And we've seen upward pressure on things like household furnishings, apparel. We saw a strong used car print this month, motor vehicle and repairs. So, all of that suggests that tariffs are starting to flow through. Now, we didn't – on the other hand – is we didn't get as much as we thought. New car prices were flat and maybe those price increases will be delayed until models – the 2026 models start hitting the lot. That would be September or later. And we didn't actually; I said apparel. Apparel was up stronger last month. It really wasn't up all that much this month. So, the CPI data for July corroborated the view that the inflation pass through is happening. Where I think it didn't answer the question is how much of it are we going to get and should we expect a lot of it to be front loaded? Or is this going to be a longer process? Michael Zezas: Got it. And then, does that mean that tariffs aren't having the sort of aggregate impact on the economy that many thought they would? Or is maybe the composition of that impact different? So, maybe prices aren't going up so much, but companies are managing those costs in other ways. How would you break that down? Michael Gapen: We would say, and our view is that, yes, you know, we have written down a forecast. And we used our modeling in the 2018-20 19 episode to tell us what's a reasonable forecast for how quickly and to what degree these tariffs should show up in inflation. But obviously, this has been a substantial move in tariffs. They didn't start all at once. They've come in different phases and there's a lot of lags here. So, I just think there's a wide range of potential outcomes here. So, I wouldn't conclude that tariffs are not having the effect we thought they would. I think it's way too early and would be incorrect to conclude, just [be]cause we've had relatively modest tariff pressures in June and July, inflation that we can be sanguine and say it's not a big deal and we should just move on.Michael Zezas: And even so, is it fair to say that there's still plenty of evidence that this is weighing on growth in the way you anticipated? Michael Gapen: I think so. I mean, it's clear the economy has moderated. If we kind of strip out the volatility and trade and inventories, final sales to domestic purchasers 1.5 in the first quarter. It was 1.1 in the second quarter, and a lot of that slowdown was related to spending by the consumer. And a slowdown in business spending. So that that could be a little more, maybe about policy uncertainty and not knowing exactly what to do and how to plan. But it also we think is reflected in a slowdown, in the pace of hiring. So, I would say, you got the policy uncertainty shock first. That also came through the effect of the April 2nd Liberation Day tariffs, which probably caused a freeze in hiring and spending activity for a bit. And now I would say we're moving into the part of the world where the actual increase in tariffs are going to happen. So, we'll know whether or not firms can pass these prices along or not. If they can't, we'll probably get a weaker labor market. If they can, we'll continue to see it in inflation.But Mike, let me ask you a question now. You've had all the fun. Let me turn the table. Michael Zezas: Fair enough. Michael Gapen: How much does it matter for you or your team, whether or not these tariffs are pushing prices higher? And/or delaying cuts from the Fed. How do you think about that on your side? Michael Zezas: Yeah, so this question of composition and lags is really interesting. I think though that if the end state here is as you forecast – that we'll end up with weaker growth, and as a consequence, the Fed will embark on a substantial rate cutting program. Then the direction of travel for bond yields from here is still lower. So, if that's the case, then obviously this would be a favorable backdrop for owners of U.S. treasury bonds. It's probably also good news for owners of corporate credit, but the story's a bit trickier here. If yields move lower on weaker growth, but we ultimately avoid a recession, this might be the sweet spot for corporate credit. You've got fundamental strength holding that limits credit risk, and so you get performance from all in yields declining – both the yield expressed by the risk-free rate, as well as the credit spread. But if we tipped into recession, then naturally we'd expect there to be a repricing of all risk in the market. You'd expect there to be some expression of fundamental weakness and credit spreads would widen. So, government bonds would've been a better product to own in that environment.But, of course, Michael, we have to consider alternative outcomes where yields go higher, and this would turn into a bad environment for bond returns that would appear to be most likely in the scenario where U.S. growth actually ticks higher, resetting expectations for monetary policy in a more hawkish direction.So, what do you think investors should watch for that would lead to that outcome? Is it something like an AI productivity boom or maybe something else that's not on our radar? Michael Gapen: Yeah, so I think that is something investors do have to think about; and let me frame one way to think about that – where ex-post any easing by the Fed as early as September might be retroactively viewed as a policy mistake, right? So, we can say, yes, tariffs should slow down growth and maybe that happens in the second half of this year. The Fed maybe eases rates as a pre-emptive measure or risk management approach to avoid too much weakness in the labor market. So even though the Fed is seeing firming inflation now, which it is. It could ease in September, maybe again in December [be]cause it's worried about the labor market. So maybe that's what dominates 2025. And, and like you said, perhaps in the very near term, continues to pull bond prices lower. But what if we get into 2026 and the tariff effect or the tariff drag on growth fades, and the consumer begins to accelerate. So, we don't have a recession, we just get a bit of a divot in growth and then the economy recovers. Then fiscal policy kicks in, right? We don't think the One Big, Beautiful Bill act will provide a lot of stimulus, but we could be wrong. It could kickstart animal spirits and bring forward a lot of business spending. And then maybe AI, as you said; that could be a combining factor and financial conditions would be very easy in that world, in part – given that the Fed has eased, right? So that that could be a world where, you know, growth is modest, but it's firming. Inflation that's moved up to about 3 percent or maybe a little bit higher later this year kind of stays there. And then retroactively, the problem is the Fed eased financial conditions into that and inflation's kind of stuck around 3 percent. Bond yields – at least the long end – would probably react negatively in that world. Michael Zezas: Yeah, that makes perfect sense to us. Well, Michael, thanks for taking the time to talk with me. Michael Gapen: Thanks for having me on, Mike. Michael Zezas: And to our audience, thanks for listening. If you enjoy Thoughts on the Market, please leave us a review and tell your friends about the podcast. We want everyone to listen.

On Tuesday, the Bureau of Labor Statistics released last month's Consumer Price Index, showing that prices barely rose in July. Economists had been forecasting the CPI rising by 0.2%; however, thanks to an overall drop in energy prices, the report suggests inflation appears to have plateaued. This will only bolster President Trump's calls on the Federal Reserve to cut interest rates. Former Trump advisor and co-founder of Unleash Prosperity, Stephen Moore, joins to break down the positive inflation news and the future of economic data in the U.S. President Trump is reportedly weighing the decision to reschedule marijuana under federal law, possibly reclassifying it as a less dangerous drug. The methods the Trump administration may take to enact this change are varied, with some wondering whether the President will act directly or leave it to his federal agencies to handle. Former Arkansas Governor and Drug Enforcement Administration chief Asa Hutchinson joins to discuss the merits of medical marijuana, risks of drug abuse, and what role the DEA would play in the rescheduling process. Plus, commentary from the president of Exit Stage Left Advisors, Ted Jenkin. Learn more about your ad choices. Visit podcastchoices.com/adchoices

God's Debris: The Complete Works, Amazon https://tinyurl.com/GodsDebrisCompleteWorksFind my "extra" content on Locals: https://ScottAdams.Locals.comContent:Politics, Robbie Starbuck's Meta Lawsuit, Randi Weingarten Limo Expenses, JD Vance 2028, Harry Enten, Epstein Files Fading Interest, Anti-Cartel Military Authorization, Adam Schiff Whistleblower, Consumer Price Index, Ghislaine Maxwell, DC Police Federalized, DC Crime Partisan Spin, National Guard Quick Reaction Force, Bible Code, McMartin Pre-School, Russia Collusion Coup, Authoritarian Narrative Smear, Charlie Kirk's Common Sense, Common Sense Popularity, Anti-Trump Debanking Pressure, Jaime Raskin, J6 Tentpole Hoax, No-Cash Bail, John Bolton, Peacemaker POTUS Trump, EU Censorship Laws, Glenn Kessler, Opinion Facts, Grant Cardone, LA Fires Land Grab, Scott Adams~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~If you would like to enjoy this same content plus bonus content from Scott Adams, including micro-lessons on lots of useful topics to build your talent stack, please see scottadams.locals.com for full access to that secret treasure.

My conversation with Dean starts at about 31 minutes but I have your headlines and clips first! Learn more about Farm Jam Sept 5-7 Please subscribe now for as little as 5$ and gain access to a community of over 700 awesome, curious, kind, funny, brilliant, generous souls Check out StandUpwithPete.com to learn more Dean Baker co-founded CEPR in 1999. His areas of research include housing and macroeconomics, intellectual property, Social Security, Medicare, and European labor markets. His blog, Beat the Press, provides commentary on economic reporting. His analyses have appeared in many major publications, including The Atlantic, The Washington Post, the Financial Times (London), and the New York Daily News. Dean received his BA from Swarthmore College and his PhD in economics from the University of Michigan. Dean has written several books, including Getting Back to Full Employment: A Better Bargain for Working People (with Jared Bernstein, Center for Economic and Policy Research, 2013); The End of Loser Liberalism: Making Markets Progressive (Center for Economic and Policy Research, 2011); Taking Economics Seriously (MIT Press, 2010), which thinks through what we might gain if we took the ideological blinders off of basic economic principles; and False Profits: Recovering from the Bubble Economy (PoliPoint Press, 2010), about what caused — and how to fix — the 2008–2009 economic crisis. In 2009, he wrote Plunder and Blunder: The Rise and Fall of the Bubble Economy (PoliPoint Press), which chronicled the growth and collapse of the stock and housing bubbles and explained how policy blunders and greed led to catastrophic — but completely predictable — market meltdowns. He also wrote a chapter (“From Financial Crisis to Opportunity”) in Thinking Big: Progressive Ideas for a New Era (Progressive Ideas Network, 2009). His previous books include The United States Since 1980 (Cambridge University Press, 2007), The Conservative Nanny State: How the Wealthy Use the Government to Stay Rich and Get Richer (Center for Economic and Policy Research, 2006), and Social Security: The Phony Crisis (with Mark Weisbrot, University of Chicago Press, 1999). His book Getting Prices Right: The Debate Over the Consumer Price Index (editor, M.E. Sharpe, 1997) was a winner of a Choice Book Award as one of the outstanding academic books of the year. Among his numerous articles are “The Benefits of a Financial Transactions Tax,” Tax Notes 121, no. 4 (2008); “Are Protective Labor Market Institutions at the Root of Unemployment? A Critical Review of the Evidence” (with David R. Howell, Andrew Glyn, and John Schmitt), Capitalism and Society 2, no. 1 (2007); “Asset Returns and Economic Growth,” with Brad DeLong and Paul Krugman, Brookings Papers on Economic Activity (2005); “Financing Drug Research: What Are the Issues,” Center for Economic and Policy Research (2004); “Medicare Choice Plus: The Solution to the Long-Term Deficit Problem,” Center for Economic and Policy Research (2004); “Professional Protectionists: The Gains From Free Trade in Highly Paid Professional Services,” Center for Economic and Policy Research (2003); and “The Run-Up in Home Prices: Is It Real or Is It Another Bubble?,” Center for Economic and Policy Research (2002). Dean previously worked as a senior economist at the Economic Policy Institute and an assistant professor at Bucknell University. He has also worked as a consultant for the World Bank, the Joint Economic Committee of the US Congress, and the OECD's Trade Union Advisory Council. He was the author of the weekly online commentary on economic reporting, the Economic Reporting Review, from 1996 to 2006.   Join us Monday's and Thursday's at 8EST for our Bi-Weekly Happy Hour Hangout!  Pete on Blue Sky Pete on Threads Pete on Tik Tok Pete on YouTube  Pete on Twitter Pete On Instagram Pete Personal FB page Stand Up with Pete FB page All things Jon Carroll  Follow and Support Pete Coe Buy Ava's Art  Hire DJ Monzyk to build your website or help you with Marketing

Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> Click On Picture To See Larger Picture The D's are backing off the climate agenda for now, the [DS][WEF] are not to happy about this. Trump release EO to shutdown green subsidies. Trump sends out more tariff letters. Tariffs have already brought in 100 billion, soon the gov will be funded externally. Trump wants congress to investigate Powell, is the audit next? Trump has always been using the Art of the Deal tactics against the [DS]. The people see it as chaos, he is not making progress, but in the silent war he is defeating the [DS]. Epstein psyop will give Trump leverage in the end, the more he doesn't want to talk about the more the news will want to know if he is involved. The [DS] began their insurrection the shadow presidency then the shadow government, information warfare, irregular warfare, they are now planning a color revolution which will lead into an insurgency. Trump has built the counterinsurgency to counter the [DS]. Economy Politico Deeply Disappointed That Democrats Are ‘Retreating' on Climate Change – Especially in California The liberal outlet Politico is deeply disappointed that Democrats seem to be ‘retreating' on the issue of climate change, especially in deep blue California. From Politico: Democrats retreat on climate: ‘It's one of the more disappointing turnabouts'SACRAMENTO, California — Here are some Twitter/X reactions: Source: thegatewaypundit.com Trump Issues Order To End Green Energy Gravy Train, Cites National Security President Donald Trump issued an executive order calling for the end of green energy subsidies by strengthening provisions in the One Big Beautiful Bill Act on Monday night, citing national security concerns and unnecessary costs to taxpayers. The order argues that a heavy reliance on green energy subsidies compromise the reliability of the power grid and undermines energy independence. Trump called for the U.S. to “rapidly eliminate” federal green energy subsidies and to “build upon and strengthen” the repeal of wind and solar tax credits remaining in the reconciliation law in the order, directing the Treasury Department to enforce the phase-out of tax credits.  .” Source: dailycaller.com (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:18510697282300316,size:[0, 0],id:"ld-8599-9832"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); https://twitter.com/KobeissiLetter/status/1942324782848258200 set to go live on August 1st. President Trump says any retaliation will be met with increased tariffs.  Pattern Repeats – Imported Durable Goods Creating Deflation on U.S Consumer Prices    there is little to no end result in price increases in the final price of consumer goods (Consumer Price Index). In fact, there is a slight deflationary aspect on CPI data from imported durable goods.  The lower price of arriving imported durable goods is effectively putting downward pressure on US consumer prices.  [Source – WH Council of Economic Advisors]  tariffs do not impact the final price of goods to USA consumers; there are just too many factors, too many elements within the Total Cost of Goods (TCG) within supply chain.  Global energy prices, domestic energy prices, currency evaluations and fluctuations, state/govt subsidies to manufacturers,