Podcasts about economic analysis

In part one of Red Eye Radio with Gary McNamara and Eric Harley, it seems every time Abdul El-Sayed, the Michigan Democrat running for U.S. Senate, opens his mouth, chaos ensues. Monday's interview with Fox News' Jesse Watters simply got too personal. They were talking about transgender surgery, and it became intense. Watters kept pressing, saying, “So you think it's OK for a parent to slash his kid's ding-a-ling off?” El-Sayed responded: “Are you circumcised?” Watters said, “Yeah, but that's a personal question, Doctor!” El-Sayed was trying to make the point that a lot of personal medical decisions are made between families and doctors. Watters said that “circumcision is different than castration.” The fallout from this and the countless other senseless comments from El Sayed are atrocious. Also the Dems protective stance on transgenderism / examining the agenda of John Fetterman / the NFL ends the Pro Bowl game / and the Federal Reserve's preferred measure of inflation remained flat in July, according to data from the Bureau of Economic Analysis. 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

Get ready for an explosive, high-energy breakdown of today's wildest headlines! First, we examine the shocking security chaos surrounding Donald Trump, Iranian threats, and claims of sneaking past danger in catering trucks while the press acted as decoys. Then, we dive headfirst into local political fireworks! We analyze the South Carolina GOP primary runoff between Ralph Norman and Darline Graham, breaking down how the Upstate shattered the establishment "Graham Machine" over gas taxes. Finally, we tackle the viral culture war surrounding the WNBA's Indiana Fever, why Florida is mocking New York in Times Square, and how American capitalism is outperforming the UK!

A mind-blowing breakdown comparing US and UK economic reality! Incredible Financial Times analysis reveals that capitalism in America is so strong that functionally illiterate US workers actually out-earn average, educated workers in the UK. Plus, a serious discussion on Massachusetts' extreme new abortion laws permitting procedures up to birth, the legal contradictions of infant viability, and Justice Alito's warning on state-level abortion regulations.

Is the US economy falling apart or is self-deportation working?

The U.S. trade deficit declined in June but remains only slightly below levels seen before President Donald Trump returned to office. According to the Bureau of Economic Analysis, the trade gap narrowed more than five percent from May to $73.3 billion. NAFB News ServiceSee omnystudio.com/listener for privacy information.

Hour 4 opens with Missouri Secretary of State Denny Hoskins detailing his decision to disqualify two major initiative petitions: a veto referendum seeking to overturn Missouri's congressional map and an initiative petition reform proposal challenged under the single-subject rule. Comedian and Fox Across America host Jimmy Failla stops by to share his perspective on municipal election outcomes, urban policy challenges, and media dynamics. FOX Business anchor Taylor Riggs closes out the broadcast analyzing private-sector ADP employment figures, vocational trade trends over traditional higher education, and free-market principles governing corporate dividend structures and energy market pricing. Hour Hashtags #DennyHoskins #MOpol #Redistricting #JimmyFailla #TaylorRiggs #BigMoneyShow #LaborMarket #MissouriElections Hour Guest List Denny Hoskins (Missouri Secretary of State) Jimmy Failla (Host of Fox Across America and Fox News Saturday Night) Taylor Riggs (Co-Host of The Big Money Show on FOX Business)

Mike Switzer interviews Frank Hefner, Director Office of Economic Analysis and Professor of Economics at the College of Charleston.

The economy and markets can feel dizzying and ever changing. That's where we can help. Fisher Investments' “This Week in Review” is a weekly segment designed to highlight a few things you may have missed this week, what they could mean for financial markets and why they matter to investors like you. This week, Fisher Investments reviews: • The Fed's recent interest rate decision • US first estimate for Q2 2026 GDP growth • The eurozone's first estimate for Q2 2026 GDP growth Below are the sources for all data cited in today's show: 1. Source: Trading Economics, as of 7/30/2026. United States Fed Funds interest rate, 7/29/2026. 2. Source: Bureau of Economic Analysis, as of 7/31/2026. US GDP growth, annualized, Q1 2026 – Q2 2026. 3. Source: U.S. Bureau of Labor Statistics, as of 7/31/2026. Y/y US Headline and Core CPI Inflation, January 2026 – June 2026. 4. Source: FactSet, Finaeon, Inc., as of 7/31/2026. S&P 500 Total Return Index annual returns categorized by US real GDP annual percent changes of the following year, yearly, 1970 – 2025. 5. Source: Eurostat, as of 7/31/2026. Euro area GDP growth, annualized, Q1 2026 – Q2 2026. 6. Source: Eurostat, as of 7/31/2026. Euro area y/y GDP growth, by country, Q1 2026 – Q2 2026. 7. Source: Trading Economics, as of 7/30/2026. Eurozone Headline HICP Inflation, January 2026 – June 2026. 8. Source: FactSet, Macrobond, as of 7/30/2026. GDP-weighted developed markets excluding US government bond yield spreads (10Y – 3M), daily, 1/1/2025 – 7/16/2026, eurozone y/y loan growth, monthly, 6/30/2023 – 5/31/2026. Want to dig deeper? • Ken on why the Fed shouldn't rush to hike rates: https://tinyurl.com/ykdedvcz • What you need to know about GDP and why it's important: https://www.youtube.com/watch?v=mm4iOcLX62M Have feedback for this Fisher Investments video? Share your thoughts on this episode in just 1 minute by filling out this survey: https://fi.co1.qualtrics.com/jfe/form/SV_6Vw1ezlogR044S2?VideoCode=WeekInReview31July2026 Connect with Fisher Investments on: • Facebook - https://www.facebook.com/FisherInvestments • X - https://twitter.com/fisherinvest • LinkedIn - https://www.linkedin.com/company/fisher-investments • Instagram - https://www.instagram.com/fisher.investments/ • TikTok - https://www.tiktok.com/@fisher_investments You can also follow Ken Fisher here: • Facebook - https://www.facebook.com/KenFisher.FisherInvestments • X - https://twitter.com/KennethLFisher • LinkedIn - https://www.linkedin.com/in/ken-fisher/ • Instagram - https://www.instagram.com/kenfisher_fisherinvestments/ Investing in securities involves a risk of loss. Past performance is never a guarantee of future returns. Investing in foreign stock markets involves additional risks, such as the risk of currency fluctuations. The foregoing constitutes the general views of Fisher Investments and should not be regarded as personalized investment advice. Nothing herein is intended to be a recommendation. The opinions expressed are subject to change without notice.

The Federal Open Market Committee decided to hold interest rates steady yesterday. The central bank has a dual mandate from Congress to manage inflation while maximizing employment. Today, we'll dig into some warning signs in the current long-term unemployment figures, as well as the "low-hire, low-fire" environment. Then we'll learn why the Bureau of Economic Analysis is updating its inflation calculation and why it matters for everyday consumers.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace Morning Report is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.Stories featured in this episode:Why the government is updating how it calculates inflation

The Federal Open Market Committee decided to hold interest rates steady yesterday. The central bank has a dual mandate from Congress to manage inflation while maximizing employment. Today, we'll dig into some warning signs in the current long-term unemployment figures, as well as the "low-hire, low-fire" environment. Then we'll learn why the Bureau of Economic Analysis is updating its inflation calculation and why it matters for everyday consumers.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace Morning Report is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.Stories featured in this episode:Why the government is updating how it calculates inflation

The U.S. economy expanded 1.5 percent during the April–June period, down from the 2.1 percent gain in the first three months of 2026, according to data released on July 30 by the Bureau of Economic Analysis.Economists had projected growth of 2.1 percent.President Trump ordered a new wave of strikes against Iran after Iran attempted a surprise attack on U.S. forces. It comes as the U.S. continues to squeeze the regime economically through a naval blockade and sanctions.

The Federal Open Market Committee is set to decide whether to raise, hold, or cut the federal funds rate, affecting borrowing costs across bank loans, venture debt, mortgages, and corporate bonds. Policymakers will weigh inflation data from the Bureau of Labor Statistics and the Bureau of Economic Analysis alongside labor indicators such as unemployment, job openings, and wage growth. Market gauges including Fed funds futures, the CME FedWatch Tool, and the two-year Treasury yield will signal expectations and move financing conditions. The Fed's Senior Loan Officer Opinion Survey shows tighter lending standards for small firms, raising spreads and covenants. A hike, hold, or cut would carry distinct implications for variable and fixed rate borrowing. Founders should monitor the policy statement and projections, manage variable rate exposure, and stress test cash flows for multiple scenarios.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

Erin Borror, Vice President of Economic Analysis for the U.S. Meat Export Federation, joins Sorting Pen to discuss the global beef market.Erin, who also raises purebred and commercial cattle with her husband and sons at Tehama Angus Ranch in Northern California, shares the newest export numbers, why international markets remain critical even as U.S. beef production declines, and what the future could hold for U.S. beef in an increasingly competitive marketplace.Katie and Erin also discuss what the eventual reopening of the Mexico border could mean for U.S. cattle supplies, competition from countries like Brazil and Mexico, beef access to China, opportunities through new trade agreements, and other USMEF efforts.Text us your comments, feedback and episode ideas!

Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins me to review the value proposition that has his attention in 3 more advanced junior gold exploration and development stocks, that have put out compelling news in the recent past and that have key alpha growth catalysts on tap in the medium-term.   The companies we discussed in the interview are:   Nevada King Gold Corp. (TSXV: NKG) (OTCQX: NKGFF) - On July 16, 2026 the Company announced that it has received approval from the Bureau of Land Management for the fifth and most extensive modification to its Plan of Operations at its 100% owned 130km2 Atlanta Gold Mine Project in eastern Nevada. The modification approves 78 additional reverse circulation ("RC") drill sites and 404 rotary air blast ("RAB") drill sites, enabling the Company to aggressively follow up on key mineralized targets and test extensions across the property. With approximately C$18.1 million in cash and equivalents, Nevada King remains fully funded to complete its 40,000 metre Phase 4 RC drill program, of which approximately 12,000 metres have been drilled to date.   Cabral Gold Inc. (TSXV: CBR) (OTCQX: CBGZF) – On July 9, 2026 the Company  provided a construction and commissioning update regarding its Phase 1 gold-in-oxide heap leach project at the Cuiú Cuiú Gold District, Brazil. Construction of the dry circuit for the Phase 1 gold-in-oxide heap leach project is now complete, with total project construction and commissioning now approximately 85% complete, and +90% of project costs committed under contract Mining of gold-in-oxide ore has commenced, with ore being successfully processed by the sizer, agglomerated, and transported by conveyor systems to the heap leach pads   Rua Gold Inc. (TSX: RUA) (NZX: RGI) (OTCQX: NZAUF) (WKN: A40QYC) – On June 19, 2026, the Company announced the filing of a Preliminary Economic Assessment for the Auld Creek Gold Antimony Project located in the Reefton Goldfield on the West Coast of New Zealand. Abraham Whaanga, BSc, MAusIMM (CP) of RSC has reviewed and verified the resource-related information disclosed herein. Gary Davison, FAusIMM, Principal Mining Engineer and Director of Mining One Consultants, has reviewed the mining methods, mining capital and operating costs and is responsible for Economic Analysis. Marius Phillips, NHD Ex Met, MAusIMM (CP), RPEQ and Technical Director of Pitch Black Group is responsible for information relating to plant capital and operating costs, mineral processing and metallurgical testing and recovery methods.     Click here to follow Erik's analysis over at The Hedgeless Horseman website   * In full disclosure, some companies mentioned by Erik in this interview, are positions held in his personal portfolio, and also may be site sponsors of The Hedgeless Horseman website at the time of this recording.      For more market commentary & interview summaries, subscribe to our Substacks:   The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/     Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.  

New data is shedding light on the state of Connecticut's economy and labor force. On this episode of the CBIA BizCast, CBIA Foundation director Dustin Nord joins host Amanda Marlow to talk about new Connecticut Department of Labor data that highlights the mismatch between increased job openings and a shrinking labor force. Connecticut job openings jumped 2.6% in May to 87,356—however, since May 2025, 37,700 people have left Connecticut's labor force. Nord breaks down some of the reasons for this mismatch and what needs to be done to address Connecticut's economic challenges. He also shares insights into a U.S. Bureau of Economic Analysis report showing Connecticut's economy expanded 1.8% in the first quarter of 2026.

Core inflation rose to 3.4% in May, according to this morning's PCE report out from the Bureau of Economic Analysis. That's the highest since October 2023. Part of the rise is driven by service sector inflation, which should be more immune to shocks from tariffs and energy costs. We dig in. And later, now that Spirit Airlines has shut down, its bankruptcy estate is auctioning off its access to New York's LaGuardia Airport.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace Morning Report is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.Stories featured in this episode:Spirit to auction $80 million in takeoff and landing slots at LGA

Core inflation rose to 3.4% in May, according to this morning's PCE report out from the Bureau of Economic Analysis. That's the highest since October 2023. Part of the rise is driven by service sector inflation, which should be more immune to shocks from tariffs and energy costs. We dig in. And later, now that Spirit Airlines has shut down, its bankruptcy estate is auctioning off its access to New York's LaGuardia Airport.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace Morning Report is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.Stories featured in this episode:Spirit to auction $80 million in takeoff and landing slots at LGA

One of the most important issues for Connecticut residents and businesses is the rising cost of energy, a major factor driving the state's affordability crisis. On this episode of the CBIA BizCast, CBIA Foundation director Dustin Nord sits down with host Amanda Marlow to talk about a new report about the relationship between natural gas and electricity prices. Produced by the Connecticut Center for Economic Analysis on behalf of the Connecticut League of Conservation Voters, the report claims the state has become more polluted and has more expensive electricity because of the adoption of natural gas over the past 25 years. Nord shares his concerns about the report and offers an analysis of Connecticut's energy infrastructure. Episode Highlights: Drivers of high energy costs Natural gas in Connecticut Long-term cost, infrastructure, and environmental picture Need for an “all of the above” approach https://www.cbia.com/news/issues-policies/natural-gas-does-not-make-electricity-more-expensive Headlines You May Have Missed What's Happening to Connecticut's Labor Force? (https://www.cbia.com/news/economy/connecticut-labor-force-shrinking) Healthcare Tax Proposal ‘Unfairly Targets Employers' (https://www.cbia.com/news/issues-policies/healthcare-tax-proposal-unfairly-targets-employers) New Business-Related Laws Take Effect July 1 (https://www.cbia.com/news/issues-policies/new-business-related-laws-july-1)

The benefits of a kids KiwiSaver scheme where all children would be enrolled at birth were outlined in a report published last year. Research Director and co-founder for the Institute for Democratic and Economic Analysis, Max Rashbrooke, was co-author of that report, and spoke to John Campbell.

Dante joins the Inside Economics crew to dissect the May jobs report, which he describes as shocking. The team discusses whether there is enough evidence to declare that the labor market and underlying job growth have shifted into a higher gear, and debates the growing disconnect between the payroll and household surveys. The stats game delivers some interesting insights about the strength of job growth for women and the impact that remote work has had on young college graduates. 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 Analytics Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at InsideEconomics@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 personal savings rate fell to just 2.6% in April — a low not seen since June 2022, according to the Bureau of Economic Analysis. That means Americans have, on average, less cash leftover at the end of the month. Gas and grocery price inflation are partially to blame. Also in this episode: Office real estate looks a little K-shaped, one city tries to relieve budget problems with trademarked merch, and Kai breaks down the April PCE report and Q1 GDP revision.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.

The personal savings rate fell to just 2.6% in April — a low not seen since June 2022, according to the Bureau of Economic Analysis. That means Americans have, on average, less cash leftover at the end of the month. Gas and grocery price inflation are partially to blame. Also in this episode: Office real estate looks a little K-shaped, one city tries to relieve budget problems with trademarked merch, and Kai breaks down the April PCE report and Q1 GDP revision.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.

Oregon's Office of Economic Analysis released the State's June 2026 Economic and Revenue Forecast on Wednesday, May 20. The news is mixed, with challenges remaining from slowing wage growth, softening labor conditions, and more persistent inflation pressures amid geopolitical uncertainty and elevated energy prices. Contributors to State revenue growth were strong financial markets, capital gains collections, and a partial disconnect from the federal tax code in response to the federal tax cuts included in HR 1.State School Fund allocations come from combined General Fund and Lottery dollars, so those revenue streams are the ones we watch most closely. Since the March 2026 Forecast, General Fund resources are up $345 million and Lottery resources are up $35.2 million, for a combined increase of $380.2 million. These revenue streams are up $30.8 million since the Close of Session Forecast - the first time they've been in the positive this biennium. Things to watch moving forward are the impact of legislatively approved increases to spending outside of education - there was a $198 million increase in the 2026 short session - any potential challenges to the federal tax code disconnect bills, and legislative appetite for utilizing reserve funds for K-12 education in the 2027-29 biennium. The Hillsboro Schools Foundation conducted its highly anticipated “Surprise Patrol” the week of May 18 through 22, where winners of Engagement Grants for the following school year are announced. In all, fifteen proposals received funding - twelve from HSF directly, and three from anonymous donors. Projects range from bringing art literacy curriculum to McKinney Elementary School; to adding barbering and cosmetology stations to the career learning lab at R.A. Brown Middle School; to providing the tools for students to use reading, writing, and creativity to craft their own board games at Century High School; and many more! While the projects may differ, what they have in common is their ability to engage students in their learning and provide experiences that would not be possible under normal school funding. Many thanks to HSF for your ongoing support of innovation and engagement in HSD schools!Hot News is produced and emailed to HSD families and staff each week school is in session. Please add the address to your “safe sender” list to make sure you always receive the latest issue. Please also bookmark our district website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠hsd.k12.or.us⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to stay informed about what's happening in our district and schools.

There's long been an issue around the lack of women studying STEM subjects, and by extension, working in those areas. While we hear about efforts to tackle gender equality, are we tackling the wrong problem? That's what Seán's guest has been writing about in The Irish Times.Muireann Lynch, Senior Research Officer in the Economic Analysis division of the Economic & Social Research Institute, joins to discuss.Image: Travel Adaptor

Join Jane Kavanagh from AIB's Corporate Treasury desk alongside David McNamara, Chief Economist, for this latest edition of AIB Market Talk. Using AIB's latest Irish Economic Outlook as the foundation, Jane and David unpack the key insights, exploring the global backdrop and the risks shaping growth, inflation and consumer behaviour in the year ahead.In this episode the panel discusses:Global resilience entering 2026, supported by strong performance, modest tariffs, and on-going AI-led investmentShifts in the outlook driven by geopolitical tension, particularly in the Middle East, and implications for oil and inflationIreland's performance, with volatile GDP driven by exports and stronger focus on underlying domestic demandGrowth outlook moderating but remaining resilient, supported by a still-strong labour marketInflation expected to rise to 4%, driven by energy costs but well below 2022 peaksHigh exposure to energy shocks due to reliance on imported fossil fuels, highlighting need for long-term resilienceConsumer spending still growing, but with increasing caution as inflation impacts disposable incomeLabour market remaining robust, with slower job growth and emerging signs of AI-related shiftsHousing and investment outlook improving, supported by government policy, though supply remains below demandOverall outlook remains resilient, with strong public finances and economic fundamentals despite uncertaintyRead the AIB Irish Economic Outlook here: Irish Economic Outlook May 2026Visit our website and subscribe to receive AIB's Economic Analysis direct to your inbox. Our full legal disclaimer can be viewed here https://aib.ie/fxcentre/podcast-disclaimer. Registered in Ireland: No: 24173 Allied Irish Bank p.l.c is regulated by the Central Bank of IrelandAIB Customer Treasury Services is a registered business name of Allied Irish Banks, p.l.c. Registered Office: 10 Molesworth Street, Dublin 2 

Recorded April 28th, 2026. As part of our ‘Behind the Headlines' series,this panel examines the Irish government's plans for an age-related social media ban amid growing momentum for similar measures internationally. Gathering legal, psychology and social research experts, we will look at all aspects of the proposed legislation, including age verification, and the rights and freedoms of under-16 age groups. The panel also discusses the implications of social media use on this group, including what constitutes problematic internet use, and its implications for public health in the context of children and young persons today. The discussion is chaired by Dr Róisín Á Costello, Assistant Professor of Law at Trinity College Dublin and Deputy Director of TriCON, Trinity Centre for Constitutional Law. Panellists: Dr TJ McIntyre, Associate Professor in Law at the School of Law, University College Dublin and Chairperson of Digital Rights Ireland. Dr Ruth Melia, Associate Professor in Clinical Psychology at the University of Limerick. Dr Gretta Mohan, Senior Research Officer in Economic Analysis at the Economic and Social Research Institute (ESRI). This discussion is held in partnership with DEMCONEX, The Jean Monnet Centre for Excellence on Freedom of Expression and Democratic Resilience in Europe's Digital Age. DEMCONEX is a Jean Monnet Centre for Excellence on Freedom of Expression and Democratic Resilience in Europe's Digital Age is funded by the European Union. The Centre will be hosted by the Law School and the Department of Politics at Trinity College Dublin from 2025-2028 and is focused on research, teaching and public engagement on the Centre's themes and on European studies. Behind the Headlines is supported by the John Pollard Foundation. Learn more at www.tcd.ie/triniylongroomhub

The federal government may be swinging the hammer, but workers are building anyway. Jennifer Sherer, deputy director of the Economic Policy Institute's Economic Analysis and Research Network, joins the America's Work Force Union Podcast to discuss a moment of startling contrasts. Despite a hostile federal environment, approximately 463,000 workers joined unions in 2025. Sherer breaks down how states like Virginia are becoming the new front lines for worker power—banning captive-audience meetings, repealing "right to work" laws and protecting the right to strike when Washington fails to act. But grassroots growth is being met by a "legal ghost" in the courts. In our second segment, labor lawyer Andrew Strom joins us for a post-mortem on the Bobby Reed case. After 13 years of litigation and two victories before the NLRB, the D.C. Circuit Court used a 73-year-old legal doctrine to strip Reed—a 34-year utility veteran—of his federal protections. His "crime"? Testifying before the Texas State Senate about workplace fires without explicitly mentioning a labor dispute. Strom explains how this ruling turns civic participation into a minefield for private-sector workers and why the current Supreme Court makes a rescue unlikely. Featured Guests: Jennifer Sherer: Deputy Director, EARN (Economic Policy Institute) Andrew Strom: Labor Lawyer, Brooklyn Law School professor and OnLabor contributor Inside the Episode: The data behind the 463,000-worker union surge The "Jefferson Standard" and the death of worker free speech Bobby Reed and his 13-year fight for justice

A California winery co-owned by Democrat Rep. Ilhan Omar's husband, Tim Mynett, has shut its doors for good amid scrutiny of the congresswoman's family wealth.The winery ceased business operations on April 4, two months after Republicans sent a letter demanding answers into the discrepancies between Omar's congressional financial disclosures for 2024 and the one she filed just one year earlier, according to California business records.In a February letter to Mynett, House Oversight Committee Chair James Comer (R-Ky.) said financial disclosures filed by his wife Omar “show eStCru LLC and Rose Lake Capital LLC, which you hold ownership stakes in, went from being worth as much as $51,000 in 2023 to as much as $30 million in 2024.”The United States has crossed a grim threshold: The national debt now exceeds the size of the entire American economy. As of March 31, debt held by the public stood at $31.27 trillion, while nominal GDP over the prior 12-month period was an estimated $31.22 trillion—pushing the debt-to-GDP ratio to 100.2%, according to a press release issued Thursday by the Committee for a Responsible Federal Budget (CRFB), based on new data from the Bureau of Economic Analysis.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

A California winery co-owned by Democrat Rep. Ilhan Omar's husband, Tim Mynett, has shut its doors for good amid scrutiny of the congresswoman's family wealth.The winery ceased business operations on April 4, two months after Republicans sent a letter demanding answers into the discrepancies between Omar's congressional financial disclosures for 2024 and the one she filed just one year earlier, according to California business records.In a February letter to Mynett, House Oversight Committee Chair James Comer (R-Ky.) said financial disclosures filed by his wife Omar “show eStCru LLC and Rose Lake Capital LLC, which you hold ownership stakes in, went from being worth as much as $51,000 in 2023 to as much as $30 million in 2024.”The United States has crossed a grim threshold: The national debt now exceeds the size of the entire American economy. As of March 31, debt held by the public stood at $31.27 trillion, while nominal GDP over the prior 12-month period was an estimated $31.22 trillion—pushing the debt-to-GDP ratio to 100.2%, according to a press release issued Thursday by the Committee for a Responsible Federal Budget (CRFB), based on new data from the Bureau of Economic Analysis.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Just Good Business Digest: April 2026 Edition Chapter 1:  How Economic Development Organizations Help Canadian Small Businesses Grow, Export, and Attract Investment Al speaks with Traci Simmons, CEO of Opportunities New Brunswick (ONB), a provincial economic development agency, about how economic development organizations across Canada support small and mid-sized businesses. They explore how these agencies help companies scale and grow, navigate permits and regulations, expand into export markets, and attract domestic and international investment. They also discuss common success measures like job creation, productivity, GDP growth, and export wins, as well as challenges facing Canadian businesses today—including labour shortages, affordability pressures, and changing immigration dynamics. Chapter 2:  Energy Efficiency Made Easy for Small Business Owners In the latest Just Good Business episode, Al explores how Ontario's Save on Energy program helps small businesses cut costs and operate more sustainably. He is joined by Tam Wagner, Director of Demand Side Management at the IESO, to break down practical ways energy efficiency can make a real impact on your bottom line — and the planet.

Join Jane Kavanagh from AIB's Corporate Treasury desk, alongside John Fahey, Senior Economist, and Pat O'Sullivan, Head of Real Estate Research, for this edition of AIB Market Talk. The discussion explores recent global market developments and what they mean for Ireland's construction, housing and real estate sectors.In this episode, the panel discusses:The impact of geopolitical tensions on global markets, including energy prices, inflation expectations, interest rates and currency movements Diverging signals across financial markets, with equity markets showing resilience while interest rate markets continue to price inflation risks What the latest Irish Construction PMIs reveal about activity levels, new orders, employment trends and sector confidence Developments in the Irish housing market, including price trends, regional differences, supply constraints and affordability pressures Progress on housing supply, with a focus on apartment construction, government policy interventions and planning reforms The role of the National Development Plan and infrastructure investment in supporting future housing delivery Supports available to first-time buyers and what the medium-term outlook looks like for housing supply and demandRead the AIB Ireland Construction PMI® here. Visit our website and subscribe to receive AIB's Economic Analysis direct to your inbox. Our full legal disclaimer can be viewed here https://aib.ie/fxcentre/podcast-disclaimer. Registered in Ireland: No: 24173 Allied Irish Bank p.l.c is regulated by the Central Bank of IrelandAIB Customer Treasury Services is a registered business name of Allied Irish Banks, p.l.c. Registered Office: 10 Molesworth Street, Dublin 2 

This week's data offered a familiar tension: reassuring headlines paired with more concerning underlying dynamics. The latest employment report appeared strong at first glance. Payrolls exceeded expectations and the unemployment rate declined. Yet the details tell a different story. Research from the Federal Reserve Bank of San Francisco suggests that unusually warm weather materially distorted the data, implying that payrolls may in fact have fallen by roughly 79,000 rather than rising by 178,000. If accurate, that would mark the largest weather-related divergence in the series since 2015. The unemployment rate, too, deserves skepticism. Both employment and labor force participation declined. The drop in the unemployment rate was therefore less a sign of labor market strength than a reflection of arithmetic: the labor force shrank faster than unemployment itself. It is a softer dynamic than the headline suggests, and one that aligns with your broader theme of a labor market losing underlying momentum. The inflation side of the ledger was equally uncomfortable. The latest Personal Consumption Expenditures report from the Bureau of Economic Analysis showed real disposable personal income slipping by 0.1 percent, even as both headline and core PCE rose by 0.4 percent month over month. In other words, purchasing power is being squeezed at the same time that inflation remains firm. That combination is rarely benign. Layered on top of this is the geopolitical backdrop. The conflict in Iran continues to inject uncertainty into energy markets and, by extension, inflation expectations. Oil's volatility is not just a market story; it feeds directly into the policy dilemma facing the Federal Reserve, which must weigh persistent inflation pressures against signs of a softening economy. Taken together, the picture is not one of resilience but of fragility. Strong headlines are masking weaker foundations, while inflation remains uncomfortably elevated. It is precisely the kind of environment in which markets begin to question the narrative rather than accept it.

Advisors on This Week's Show Kyle Tetting Steve Giles Kendall Bauer (with Jason Scuglik) Week in Review (April 6-10, 2026) Significant Economic Indicators & Reports Monday No major announcements Tuesday The Commerce Department signaled ongoing weakness in demand for long-lasting manufactured products as orders for durable goods declined in February for the third month in a row and the fourth time in five months. A drop-off in requests for aircraft led a 1.4% dip in orders for the month, though commercial aircraft orders boosted the year-to-year totals to an 8.1% increase. Excluding transportation equipment, orders rose 0.8% from January and were up 5.3% from February 2025. Core capital goods orders, considered a proxy for business investments, rose 0.6% for the month and increased 4.2% from the same time last year. The Federal Reserve reported that revolving credit debt outstanding rose at an annual rate of 0.6% in February. That was down from paces of 2.3% and 7.4% in the preceding months and suggests a rising reluctance among consumers to carry credit card debt. Revolving credit debt has declined 1.8% from its peak in October 2024. The report showed total consumer debt growing at an annual 2.2% pace, including a 2.8% rise in non-revolving credit, which includes student loans and vehicle financing. Wednesday No major announcements Thursday The four-week moving average for initial unemployment claims rose for the first time in six weeks but remained 42% below the long-term average. The measure is an ongoing indicator of employers' reluctance to let go of workers. The Labor Department also reported that a little more than 2 million Americans claimed jobless benefits in the most recent week. That's down 1.3% from the week before and down 2.3% from the same time last year. U.S. economic growth slowed more than previously reported at the end of 2025. The Bureau of Economic Analysts said gross domestic product rose at an annual pace of 0.5% in the fourth quarter, down from an earlier estimate of 0.7% and a pace of 4.4% in the third quarter. The bureau said lower investment accounted for most of the revision, although consumer spending also slowed, and government spending declined sharply — partly tied to the shutdown in October and November. The Bureau of Economic Analysis separately reported that consumer spending rose 0.5% in February. Meanwhile, personal income fell 0.1%, resulting in a drop in the personal savings rate. The same report showed the Federal Reserve Board's favorite inflation gauge unchanged from January at 2.8%. The Fed's long-term target for inflation broadly is 2%. Friday Higher energy prices led a surge in inflation in March. The Bureau of Labor Statistics reported that the Consumer Price Index, the broadest measure of inflation, rose 0.9% from February and 3.3% from the year before — the biggest one-year increase since May 2024. Energy costs increased 12.5% in the last year, including a 21.2% spike in gasoline prices just in March. Core inflation, excluding food and energy products, rose 0.3% from February and 2.6% from the year before. The war in Iran has taken a toll on Americans’ confidence in the economy and their financial outlooks. University of Michigan said its consumer sentiment index dropped 11% in March and was 9% below where it stood a year ago. The university said sentiment fell broadly across demographic groups. Expectations for inflation reached the highest levels since a year ago, when they shot up amid uncertainty over U.S. tariff policies. Market Closings for the Week Nasdaq – 22903, up 1024 points or 4.7% S&P 500 – 6817, up 234 points or 3.6% Dow Jones Industrial Average – 47917, up 1412 points or 3.0% 10-year U.S. Treasury Note – 4.32%, up 0.01 point

Mike Switzer interviews Frank Hefner, Director Office of Economic Analysis and Professor of Economics at the College of Charleston.

Join Jane Kavanagh from AIB's Corporate Treasury desk, AIB Chief Economist David McNamara, Donal Whelton, Head of Agriculture & Food Manufacturing with AIB Business Banking, and Patrick Higgins, Head of Consumer Research, Food & Beverage at Goodbody, for this edition of AIB Market Talk focusing on Ireland's agriculture and food manufacturing sector.In this episode, the panel discusses:How the agriculture and food manufacturing sector entered 2026 from a position of financial strength following a robust 2025The impact of global geopolitical developments on energy, commodity prices, inflation, and interest rate expectationsRising input costs, fertiliser availability, and energy price volatility, and what this means for farmers and food manufacturersFinancial resilience across the sector, including liquidity levels, balance sheet strength, and cash flow considerationsEvolving consumer behaviour and demand trends, including health, nutrition, and protein consumptionSustainability and climate transition challenges facing the sector, including emissions reduction targets, and changing farming practicesKey risks and opportunities for Irish agri‑food producers and manufacturers in 2026, including regulatory uncertainty and longer‑term competitivenessVisit our website and subscribe to receive AIB's Economic Analysis direct to your inbox. Our full legal disclaimer can be viewed here https://aib.ie/fxcentre/podcast-disclaimer. Registered in Ireland: No: 24173 Allied Irish Bank p.l.c is regulated by the Central Bank of IrelandAIB Customer Treasury Services is a registered business name of Allied Irish Banks, p.l.c. Registered Office: 10 Molesworth Street, Dublin 2 

Kevin covers the following stories: weather is back in the news; oil and gas prices react to the weekend events in Iran, the U. S. Commerce Department's Bureau of Economic Analysis released their second estimate of 4th quarter Gross Domestic Product (GDP), 4th quarter consumer spending, business investment, exports, personal consumption and core personal consumption expenditures, durable goods orders; recently, JPMorgan Chase CEO Jamie Dimon spoke about how AI is reshaping their workforce and how it may affect the nation's workforce; Kevin has the details, digs into the data, puts the information into historical perspective, offers his insights and opinions. See omnystudio.com/listener for privacy information.

Kevin covers the following stories: weather is back in the news; oil and gas prices react to the weekend events in Iran, the U. S. Commerce Department's Bureau of Economic Analysis released their second estimate of 4th quarter Gross Domestic Product (GDP), 4th quarter consumer spending, business investment, exports, personal consumption and core personal consumption expenditures, durable goods orders; recently, JPMorgan Chase CEO Jamie Dimon spoke about how AI is reshaping their workforce and how it may affect the nation's workforce; Kevin has the details, digs into the data, puts the information into historical perspective, offers his insights and opinions. See omnystudio.com/listener for privacy information.

Kevin covers the following stories: weather is back in the news; oil and gas prices react to the weekend events in Iran, the U. S. Commerce Department's Bureau of Economic Analysis released their second estimate of 4th quarter Gross Domestic Product (GDP), 4th quarter consumer spending, business investment, exports, personal consumption and core personal consumption expenditures, durable goods orders; recently, JPMorgan Chase CEO Jamie Dimon spoke about how AI is reshaping their workforce and how it may affect the nation's workforce; Kevin has the details, digs into the data, puts the information into historical perspective, offers his insights and opinions.

In this every-other-month presentation, Professor Wolff presents insights and analysis on six key topics leading up to, and lasting beyond, the current war on Iran; including: the history of U.S. military involvement in Korea, Vietnam, Afghanistan, and Iraq, the economic trends throughout U.S. history that lead up to war, the role of oil and natural gas as an excuse for conflict, the relevance and importance of the Straight of Hormuz, the reality of the U.S. empire's decline and Israel's gamble, and the prospects and consequences of renewed global conflict.    Presented by Democracy at Work and the Left Forum   Special messages to our audience:  Please help sponsor Global Capitalism by becoming a monthly donor to Democracy at Work. Go to our website to learn more (www.democracyatwork.info/donate). Follow Democracy at Work on X (Twitter) and YouTube.   Our four Democracy at Work books, three by Richard Wolff (Understanding Marxism, Understanding Socialism, and The Sickness is the System: When Capitalism Cannot Save Us from Pandemics or Itself) are for sale on Lulu.com.   Find direct purchase links on our website ( www.democracyatwork.info/books ), or find them directly on Lulu ( www.lulu.com/spotlight/democracyatwork )   Your support helps to produce and distribute these talks. Thank you.   Follow us on X (formally known as Twitter) at: @ProfRDWolff @DemocracyAtWrk2:13 

Advisors on This Week's Show Kyle Tetting Dave Sandstrom John Sandstrom (with Max Hoelzl, Joel Dresang, engineered by Jason Scuglik) Week in Review (March 9-13, 2026) Significant Economic Indicators & Reports Monday No major announcements Tuesday The National Association of Realtors said the pace of existing home sales rose 1.7% in February, though it was still behind the year-ago rate and around the lowest in more than 30 years. The trade group called demand “muted” as lower mortgage rates and rising wages combined to make housing more affordable than it has been since March 2022. The median sales price rose to $398,000, up 0.3% from February 2025, the 32nd consecutive increase. Wednesday The broadest measure of inflation stayed steady in February. The Bureau of Labor Statistics reported the Consumer Price Index rose 2.4% from February 2025, unadjusted for seasonality. That was the same rate as January and still above the Federal Reserve's long-term target of 2%. Shelter costs led the monthly uptick. Gas prices rose for the first time in three months — prior to subsequent spikes spurred by the Iran war. The core CPI, excluding volatile food and energy costs, was up 2.5% from the year before, also the same rate as January. Thursday The U.S. trade deficit narrowed by 25% in January to $54.5 billion. The Bureau of Economic Analysis said exports rose 5.5% from December, led by non-monetary gold and other precious metals, as well as computers and civilian aircraft. Imports shrank 0.7%, led by pharmaceuticals and automobiles. Since January 2025, the trade gap contracted by almost 58% as exports expanded 10% and imports fell 11%. The four-week moving average for initial unemployment claims fell for the third time in four weeks, suggesting employers continue to be reluctant to let workers leave. According to data from the Labor Department, the four-week number was 41% below the 59-year average. More than 2.2 million individuals were receiving jobless benefits in the latest week, up 3.5% from the week before and down less than 1% from the year before. The Commerce Department said housing starts and building permits in January continued to track below their pre-COVID levels. Although the annual pace of housing starts rose 7% from December and 9.5% from January 2025, it has been below the pre-pandemic level for nearly two years. Building permits fell both from the month before and the year before. Meanwhile, the pace of houses under construction fell again, sinking 26% below their record pace in late 2022. Friday The U.S. economy grew slower than previously estimated at the end of 2025. The gross domestic product rose at an annual rate of 1.7% in the fourth quarter, down from a preliminary report of 2.4% and below the 4.4% pace in the third quarter. The Bureau of Economic Analysis blamed the downward revision on weaker consumer spending and private investments and greater declines in government spending and exports. Adjusted for Inflation, GDP grew 2.1% in 2025, the weakest since a 2.1% decline in 2020. In a possible sign of consumer restraint, personal spending fell slightly behind the pace of personal income in January, raising the personal savings rate to its highest level in six months. The Bureau of Economic Analysis reported a savings rate of 4.5% of disposable income, which has been below the pre-pandemic level of 7.5% for more than four years. The same report showed the Federal Reserve’s preferred measure of inflation staying above its long-range target of 2%. The personal consumption expenditure index was up 2.8% from the year before, vs. 2.9% in December. The last time it was below 2% was February 2021. Durable goods orders were unchanged in January as a plunge in demand for commercial aircraft offset scattered gains elsewhere. The Commerce Department reported that orders overall ran 9% higher than the year before. Excluding volatile transportation orders, demand rose 0.4% from the month before and was up 4.4% from January 2025. Core capital goods orders, a proxy for business investments, were unchanged for the month and up 2.9% from the year before. U.S. employers posted 6.9 million job openings in January, up marginally from December but below the pre-COVID level for the third month in a row. Postings were down 43% from their peak nearly five years ago, the Bureau of Labor Statistics reported. Based on openings and unemployed job seekers, the supply of available labor has outpaced demand since July. That’s after more than four years of the balance favoring workers. The number and rate of workers voluntarily quitting – an indication of worker confidence – stayed below pre-pandemic levels for the 25th month in a row. The University of Michigan said consumer sentiment reversed course following the onset of war in Iran. Polling done before Feb. 28 showed improvements in consumer outlooks, the university said, but opinions plunged thereafter regardless of respondents’ incomes, ages or political affiliations. Overall, consumers had lower expectations for their personal finances and higher forecasts for inflation. Market Closings for the Week Nasdaq – 22105, down 282 points or 1.3% S&P 500 – 6632, down 108 points or 1.6% Dow Jones Industrial Average – 46560, down 942 points or 2.0% 10-year U.S. Treasury Note – 4.29%, up 0.15 point

According to the World Bank, some 3.5 billion people live on less than $7 a day. That's more than 40% of the global population. Almost 700 million of those individuals live in extreme poverty, getting by on less than $2.15 a day. In the US in 2024, almost 40 million Americans were living in poverty, according to the U.S. Census. But what do all these numbers mean? How do the people researching income inequality measure poverty, and how reliable are those measurements? That's the focus of this episode of Stats and Stories with guest David Johnson. David Johnson is the executive director of the International Association for Research in Income and Wealth. Prior to that, he served as a study director for the National Academies of Sciences, Engineering and medicine, for a report called, "Creating an integrated system of data and statistics on household income, consumption and wealth.". Johnson also served for 25 years in the Federal Statistical system, where he was the only senior executive to have leadership roles at the Bureau of Labor Statistics, the Bureau of Economic Analysis and the US Census Bureau. At the Census, he led the implementation of the supplemental poverty measure and the reengineering of the Survey of Income and Program Participation.

It's Wednesday, February 25th, A.D. 2026. This is The Worldview in 5 Minutes heard on 140 radio stations and at www.TheWorldview.com. I'm Adam McManus. (Adam@TheWorldview.com) By Jonathan Clark Yemen authorities arrested 20 Christians Authorities in Yemen, a country in the Middle East bordering Saudi Arabia to the north, have arrested at least 20 Christians in recent months. For simply professing Christ, these believers can face torture and even death. The Islamic country is located in the south of the Arabian peninsula. It is illegal for Christians to publicly display or share their faith there.  International Christian Concern notes, “The arrests in Yemen paradoxically confirm what missionaries and human rights observers have long suspected: despite being one of the most dangerous places on Earth to be a Christian, Yemen hosts a growing indigenous church.” According to Open Doors, Yemen is the third most oppressive country worldwide for Christians. In Matthew 16:18, Jesus said, “On this rock I will build My church, and the gates of Hell shall not prevail against it.” Christian Canadian fined $750,000 for opposing gender confusion The British Columbia Human Rights Tribunal fined a Canadian Christian $750,000 last week for opposing gender confusion. Barry Neufield is a former Board of Education trustee for the district of Chilliwack. He posted on social media that there are only two sexes, and he opposed transgender ideology in the schools. Neufield wrote on Facebook that the widespread embrace of such ideology has “demonized people of faith who believe that God created humans male and female: In the Image of God.” Judge fined Maryland school district for promoting sexual perversion In the United States, a federal judge fined Maryland's largest school district $1.5 million last week for promoting sexual perversity. Parents sued Montgomery County Public Schools for not allowing them to opt their children out of storybooks featuring such perversity. Eric Baxter with The Becket Fund for Religious Liberty commented, “Public schools nationwide are on notice: running roughshod over parental rights and religious freedom isn't just illegal—it's costly.” Louisiana allowed to display 10 Commandments in classrooms Louisiana can now enforce its law for every public school classroom to display the Ten Commandments.  The 5th U.S. Circuit Court of Appeals issued the ruling last week in favor of the displays. The ruling stated, “There can be no doubt that the Ten Commandments bear immense religious significance. … But they also ‘have historical significance as one of the foundations of our legal system.'” Deuteronomy 6:7 and 9 says this of God's commandments: “You shall teach them diligently to your children, and shall talk of them when you sit in your house, when you walk by the way, when you lie down, and when you rise up. ... You shall write them on the doorposts of your house and on your gates.” Vermont foster families allowed to affirm Biblical view The state of Vermont will no longer require families to abandon their religious beliefs in order to be foster families. The new policy comes thanks to the litigation of Alliance Defending Freedom. The issue began after Vermont revoked the licenses of two Christian families for opposing gender confusion.  The Christian legal rights group's Senior Counsel, Johannes Delphonse, said, “This is an incredible victory for children in Vermont's foster-care system.” Conservative Methodist denomination hits 7,000 churches worldwide The Global Methodist Church recently announced it reached 7,000 churches worldwide.  The denomination launched in 2022 after years of internal conflict within the United Methodist Church over human sexuality. Many theologically conservative churches left the mainline denomination since then. The Global Methodist Church posted on Facebook, “This moment reminds us that growth isn't just measured in numbers — it's found in repentance, renewal, and lives being transformed by Jesus Christ.” U.S. economy growing slower than expected U.S. economic growth was slower than expected during the fourth quarter of 2025. The U.S. Bureau of Economic Analysis reported real gross domestic product increased at an annual rate of 1.4 percent last quarter. That's down from 4.4 percent during the third quarter and much lower than expectations.  Government spending was down during the fourth quarter because of the record-length shutdown.  Chicago man saved baby out of frigid Lake Michigan And finally, a Chicago man saved an eight-month-old baby from the frigid 35-degree waters of Lake Michigan last Wednesday.  Block Club Chicago reports 30-year-old Lio Cundiff was taking a walk along the lake at Belmont Harbor. That's when he heard a woman scream. Gusting winds had sent her stroller with her baby into the lake.  Cundiff can't swim. But he dove in to save the baby anyways. He wasn't sure how long he could keep her above water, but thankfully other bystanders stepped in and helped.  He said, “If she's going down, I'm going down with her. I couldn't live with myself if that baby hadn't made it. … If it wasn't for everyone being alert and helping, I don't know what would've happened. I'm very thankful.” Close And that's The Worldview on this Wednesday, February 25th, in the year of our Lord 2026. Follow us on X or subscribe for free by Spotify, Amazon Music, or by iTunes or email to our unique Christian newscast at www.TheWorldview.com.  Plus, you can get the Generations app through Google Play or The App Store. I'm Adam McManus (Adam@TheWorldview.com). Seize the day for Jesus Christ.

Kevin reacts to the State of the Union address and reviews some of the highlights. Kevin also covers the following stories: last Friday the U.S. Commerce Department (CD) reported the 4th Quarter Gross Domestic Product; the CD's Bureau of Economic Analysis released the Personal Consumption Expenditures; the Conference Board reported February Consumer Confidence; Kevin talked about joining Dan Caroll during the previous afternoon on a show to talk about CDL Mills, enforcement of English Language Proficiency requirements and Chameleon Carrier Networks; Kevin has the details, digs into the data, puts the information into historical perspective, offers his insights and opinions.

Kevin reacts to the State of the Union address and reviews some of the highlights. Kevin also covers the following stories: last Friday the U.S. Commerce Department (CD) reported the 4th Quarter Gross Domestic Product; the CD's Bureau of Economic Analysis released the Personal Consumption Expenditures; the Conference Board reported February Consumer Confidence; Kevin talked about joining Dan Caroll during the previous afternoon on a show to talk about CDL Mills, enforcement of English Language Proficiency requirements and Chameleon Carrier Networks; Kevin has the details, digs into the data, puts the information into historical perspective, offers his insights and opinions. See omnystudio.com/listener for privacy information.

This week the stagflation theme refused to fade. On Friday the Bureau of Economic Analysis released the PCE price index, the Federal Reserve's preferred gauge of inflation. Headline and core PCE rose 2.9 per cent and 3.0 per cent respectively. More troubling than the levels was the recent momentum. Inflation has firmed over the past three months, an unwelcome development that further complicates the Fed's path forward. The same release cycle brought a softer than expected Q4 2025 GDP report. Headline growth registered just 1.4 per cent, unsettling markets. Consumption cooled from recent quarters, but the reaction to the top line number appears excessive. The government shutdown alone shaved nearly a full percentage point from growth, distorting the underlying signal. Taken together, the data reinforce a familiar and uncomfortable mix: slower activity alongside renewed price pressures. For central bankers, it is the most awkward of combinations.

Powering AI 2.0 is no longer just a technology story — it's an energy and infrastructure story reshaping capital markets and the global economy. As artificial intelligence scales from training to real-world inference, electricity demand is accelerating at a pace few anticipated.In this episode of The Bid, host Oscar Pulido is joined by Will Su from BlackRock's Fundamental Equities Group to examine how Powering AI 2.0 is transforming utilities, natural gas markets, renewables, and nuclear power. With data centers expanding rapidly and gigawatt-scale facilities coming online, the AI build-out is driving a structural shift in U.S. electricity demand after more than a decade of stagnation.Will explains why the energy sector sits at the center of AI investing. From the rise of “bring your own power” models to the growing role of natural gas as a dispatchable, scalable fuel source, the infrastructure required to support AI represents one of the largest capital investment cycles in modern history. The conversation also explores renewables, battery storage, and nuclear power — including the limits of restarts and the long timeline for new reactor construction.Key moments:00:00 Introduction Power Is Knowledge: AI's Exponential Energy Appetite02:31 From Tokens to ‘Yottaflops': Why Smarter Models Need More Electricity05:04 Training LLMs vs. Inference: The Next Wave of AI Power Demand06:45 Data Centers at City Scale: How Big Is the Load?11:15 Bring Your Own Power (BYOP): Why Natural Gas Is Back in Focus16:04 Renewables Reality Check: Solar Momentum, Wind Headwinds, and Batteries19:14 Nuclear's Comeback - Restarts Now, New Builds Later21:26 Can AI Beat Humans at Investing? Man + Machine as the Edge23:33 Wrap-Up, What's NextKey insights from this episode:· Why natural gas has emerged as a key “here and now” fuel for AI infrastructure· How renewables and battery storage fit into the AI electricity mix· The long-term outlook for nuclear power and reactor construction· What “bring your own power” means for hyperscalers and utilities· How electrification and reshoring intersect with AI investing· Why the relationship between compute and energy is reshaping stock market trendsPowering AI 2.0, AI investing, infrastructure, capital markets, energy transition, utilities, stock market trends, megaforcesSources: “From CES 2026 to Yottaflops: Why the AMD Keynote Highlights a Turning Point for AI Compute”, AMD 2026; “The Industrial Revolution, coal mining, and the Felling Colliery Disaster”, Lancaster University, 2026; Bureau of Economic Analysis data 2026; “Stargate's First Data Center Site is Size of Central Park, With At Least 57 Jobs”, Bloomberg 2026; “Energy Demand from AI”, IEA 2026; “Scaling bigger, faster, cheaper data centers with smarter designs”, McKinsey 2025; EEI 2024 Review; “Data Centers Ditching the Power Grid, Mark Carney's Viral Speech, and Some Joy”, Clearview Energy; “2024 North American Energy Inventory”, IER;This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to any company or investment strategy mentioned is for illustrative purposes only and not investment advice. In the UK and non-European Economic Area countries, this is authorized and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorized and regulated by the Netherlands Authority for the Financial Markets. For full disclosures, visit blackrock.com/corporate/compliance/bid-disclosures.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Together at last. In a rare joint performance, Dante and Matt join the Inside Economics crew to unpack January's jobs and CPI reports. The brief federal government shutdown delayed economic data releases a few days, which made for a loaded slate this week. Dante shares his impression of January's seemingly strong jobs report and then the team plays the stats game. A brief hiatus did not affect Marisa's ability to dominate. Matt then goes through the first inflation data of 2026, and where it looks like inflation is headed in the coming months.View the Full U.S. Macroeconomic Outlook Webinar here: https://events.moodys.com/ta6186-2026-bank-odwbn-mau28334-us-economic-outlook-q1View our AI generated paper here: https://www.economy.com/getfile?q=165AB685-ED95-43E8-8533-DA2CE131A01A&app=downloadHosts: 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.

Silver and Gold – Still Going. Big week for earnings. Fed decision on Wednesday. Nat Gas price exploding higher. US Dollar drops hard over past few days. 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 - What we learned from Davos - President Miyagi - tariffs on, tariffs off - January: stocks are trying to finish with gains - Small-caps flying - S&P  500: All-time highs going into earnings Markets - Silver and Gold - Still Going - Big week for earnings - Fed decision on Wednesday - Nat Gas price exploding - US Dollar drops hard over past few days Can't Keep Track Anymore -Trump has announced he is raising tariffs on South Korean imports to 25% after accusing Seoul of "not living up" to a trade deal reached last year. - In a post on social media, Trump said he would increase levies on South Korea from 15% across a range of products including automobiles, lumber, pharmaceuticals and "all other Reciprocal TARIFFS". - South Korea is planning on voting on the "agreement" with the US in February - KOSPI hits all-time high after being down 1% on the news - S. Korea President re-affirms their commitments Davos - 2026 - What we learned - Not much - Same bifurcated view of the world - Trump backed off the Greenland threats - Framework of a "deal" / "plan" - So, no tariffs - (Going to get a boy who cried wolf ....) Gold and Silver - Off to the races - Silver was up again in a big way Monday. Fell back down to earth (up 5% from up 15% earlier in the day - Hovering around $110 - that is impressive - parabolic move - GOLD! - Proving itself as a USD hedge and safety trade (Bitcoin in the dust) - Gold above $5,000 per ounce - - Plenty of reports that central banks are buying up| - USD weakness Economy - Still Strong - The US economy expanded in the third quarter by slightly more than initially reported, supported by stronger exports and a smaller drag from inventories. - Inflation-adjusted gross domestic product increased at a revised 4.4% annualized rate, the fastest in two years, according to Bureau of Economic Analysis data. - Consumer spending advanced at a 3.5% annualized pace last quarter, reflecting the fastest pace of outlays for services in three years, while spending on goods also accelerated from the previous quarter. Amazon - Trimming.... 30,000 jobs is plan - First half of that was in October and now trhery are laying off the remainder - CEO Jassey says that it is not financial of AI issues ---- Again - why so important to state that and make that a focal point? - Layoffs amount to 10% of the corporate workforce - Company still has 1.5 million employees Comeback? - Spirit Airlines is in talks with investment firm Castlelake for a potential takeover of the discount airline, CNBC has learned. - Remember, all started when Jetblue deal was blocked - Frontier tried - Spirit tried a few times to get head above water - nothing worked Booz Cancelled - Treasury Secretary Scott Bessent canceled department contracts with the consulting firm Booz Allen Hamilton, whose employee leaked President Donald Trump's tax records to The New York Times. - The department noted that between 2018 and 2020, Booz Allen employee Charles Edward Littlejohn “stole and leaked the confidential tax returns and return information of hundreds of thousands of taxpayers.” - Booz Allen Hamilton's stock price dropped by more than 10% on the heels of the Treasury Department's announcement. - Why does Booz have tax records in the first place? - Stock down 50% since end of 2024 Private Credit - BlackRock TCP Capital shares lower by 13% after it disclosed Friday night that net asset value declined approximately 19.0%; other private credit stocks falling in sympathy - The Company's net asset value per share as of December 31, 2025 to be between approximately $7.05 and $7.09, an anticipated decline of approximately 19.0% during the quarter ended December 31, 2025, compared to a net asset value per share of $8.71 as of September 30, 2025. - This decline is primarily driven by issuer-specific developments during the quarter. - The Company's net investment income per share to be between approximately $0.24 and $0.26 for the three months ended December 31, 2025. - Decliners: TCPC -13.40% OWL -3.07% ARES -3.30% KKR -2.08% BAM -0.41% CG -0.33% Zoom Communications - Valuation of Anthropic stake - The news is driving shares higher as analysts suggest ZM's $51 mln stake could now be worth between $2-$4 bln based on Anthropic's rumored $350 bln valuation, effectively acting as a "hidden gem" on its balance sheet. - From a fundamental perspective, the company's performance has also significantly improved, evidenced by its Q3 beat-and-raise report in late November where revenue rose 4.4% yr/yr to $1.23 bln. - This stronger financial performance is being driven by robust growth in the Enterprise segment, the rapid adoption of AI Companion features, and the scaling of adjacent growth businesses like Zoom Contact Center and Workvivo. - Consequently, the combination of high-margin operational rigor -- highlighted by a 41.2% non-GAAP operating margin -- and the massive unrealized gains from its AI investments has shifted investor sentiment firmly back toward growth. UNH and Health Stocks - DOWN 20% today - The administration's proposal (via the Centers for Medicare & Medicaid Services, or CMS) for Medicare Advantage reimbursement rates to rise by only 0.09% in 2027. This was far below Wall Street expectations of 4-6% (or higher), following a more generous ~5% increase for 2026. - The near-flat rate aims to improve payment accuracy, curb overbilling practices, and protect taxpayers, according to CMS statements, but it sparked widespread concerns about squeezed insurer margins, potential benefit cuts for seniors, reduced plan offerings, or market exits. - UnitedHealth has significant exposure to Medicare Advantage (roughly 30% of national enrollment), making it particularly vulnerable. The proposal, announced late Monday (January 26), led to a broader sell-off in health insurers: - - Humana (HUM) plunged over 20-21%. - - CVS Health (CVS) and Elevance Health (ELV) each dropped around 13-14%. Tech Earnings Microsoft (MSFT) Reports: Wednesday, January 28 (After Market Close) - Wall Street Expectations:  Earnings per share (EPS): about $3.86 and Revenue: about $80 billion - Growth: high teens year over year revenue growth - Investors are focused on Azure and broader cloud growth, particularly how much of that growth is coming from AI related demand. Microsoft has built a reputation for consistent execution, which also means expectations are high. The critical issues will be cloud growth sustainability, margin stability, and how aggressively management plans to keep spending on AI infrastructure. Meta Platforms (META) Reports: Wednesday, January 28 (After Market Close) - Wall Street Expectations:  EPS: about $8.15–$8.20 and Revenue: about $58–$59 billion - Growth: roughly 20–21% year over year revenue growth - Advertising remains the core driver, with AI driven ad targeting continuing to improve returns for advertisers. While topline growth expectations remain strong, investors are closely watching expense growth. The biggest question is whether rising AI and infrastructure spending can be managed without eroding margins or spooking investors, as Meta works through the next phase of its AI strategy. Tesla (TSLA) Reports: Wednesday, January 28 (After Market Close) - Wall Street Expectations:  EPS (non GAAP): about $0.40–$0.45 and Revenue: about $24.5–$25 billion - Trend: earnings expected to be sharply lower than a year ago - Tesla enters earnings with the weakest expectations among the major tech names this week. Vehicle deliveries declined year over year, and automotive margins remain under pressure. While the energy and services segments continue to grow, they are not yet large enough to offset slowing EV demand. - Investors will be far more focused on forward guidance than on the quarter itself—particularly updates on Full Self Driving, robotaxis, and the broader AI roadmap. Apple (AAPL) Reports: Thursday, January 29 (After Market Close) Wall Street Expectations -  EPS: about $2.65–$2.67 and Revenue: about $138 billion Growth: approximately 11–12% year over year revenue growth - This is Apple's most important quarter of the year. Expectations call for record revenue driven by the iPhone 17 cycle and continued Services growth. The focus will be on margins, China demand, and forward guidance—particularly how higher costs (memory prices and tariffs) may impact profitability. Apple typically beats expectations, but the stock reaction will hinge on what management says about growth beyond this quarter. Company Ticker Report Date Est. EPS Key Focus Area Microsoft MSFT Wed, Jan 28 (AMC) $3.92 Azure AI revenue growth & CapEx spending Meta Platforms META Wed, Jan 28 (AMC) $8.17 Ad monetization of AI & 2026 CapEx guidance Tesla TSLA Wed, Jan 28 (AMC) $0.45 Full Self-Driving (FSD) & Robotaxi updates Apple AAPL Thu, Jan 29 (AMC) Varies iPhone 17 demand & Apple Intelligence rollout ServiceNow NOW Wed, Jan 28 (AMC) $0.88 Enterprise AI software adoption rates IBM IBM Wed, Jan 28 (AMC) $4.28 Hybrid cloud and watsonx performance *AMC = After Market Close; EPS = Earnings Per Share (Consensus Estimates) Boeing - The company's airplane deliveries last year were the highest since 2018, helping drive revenue. Boeing brought in $23.9 billion in the last three months of 2025, a 57% increase over the same period in 2024 and topping analysts' expectations. Cash flow of $400 million was roughly double what Wall Street was expecting. - Boeing brought in $23.9 billion in the last three months of 2025, a 57% increase over the same period in 2024. The airplane manufacturer delivered 600 airplanes last year, up from 348 a year earlier. Another MoonShot - U.S. natural gas prices surged over 17% on Monday morning, climbing above $6 for the first time since late 2022. - It comes as Winter Storm Fern leaves hundreds of thousands without power and forces mass flight cancellations. - The National Weather Service has forecast wind chills as low as -50 degrees Fahrenheit (-45.56 degrees Celsius) across the eastern two-thirds of the U.S. this week. -Up 68% YTD - Nat gas is used in a whole lot of things - electrical grid 43% is fueled by Nat Gas Government - Not Again! - Seems like Dems are threatening a shutdown again - A partial U.S. government shutdown is set to begin on Friday, January 30, 2026. - The Senate is expected to vote on a funding package to avert this shutdown, with delays from a winter storm pushing initial votes to at least January 27, 2026 - The issue is being exacerbated with the ICE / Minnesota issues This is precious - Ex-finance minister Noda currently co-heads largest opposition party - He says that Japan unlikely to get international consent for intervention - Yen, bond selloff requires Japan to be in crisis mode, he says - Government must vow to restore fiscal discipline to end yen fall, Noda says - Japan must create environment allowing for steady BOJ rate hikes, he says - THIS shows us all that the whole thing with these guys/gals is all political. - NEVER EVER if he was in the role would he say anything like this.       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

With the government shutdown delaying the Bureau of Economic Analysis' third quarter GDP estimate, economists turn to Fed models and private analysts. The verdict? The estimates vary but generally indicate that growth was positive, crediting business investment and consumer spending. Also in this episode: What private sector data says about the job market, why homebuyers are still waiting on the sidelines, and how banks are managing commercial real estate amid high office vacancy.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.

With the government shutdown delaying the Bureau of Economic Analysis' third quarter GDP estimate, economists turn to Fed models and private analysts. The verdict? The estimates vary but generally indicate that growth was positive, crediting business investment and consumer spending. Also in this episode: What private sector data says about the job market, why homebuyers are still waiting on the sidelines, and how banks are managing commercial real estate amid high office vacancy.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.