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5 episodes with economic forecasting
3 episodes with economic forecasting
3 episodes with economic forecasting
3 episodes with economic forecasting
2 episodes with economic forecasting
2 episodes with economic forecasting
2 episodes with economic forecasting
2 episodes with economic forecasting
2 episodes with economic forecasting
From Fed Chair Powell's confirmation of coming interest rate cuts to digital wallets, this episode dives deep into the evolving world of digital currencies with guest Ananya Kumar from the Atlantic Council. Whether you're managing your portfolio like co-host Crypto Cris or just trying to keep up with changing technologies, we've got you covered.Guest: Ananya Kumar, Deputy Director of Future of Money, Atlantic CouncilHosts: 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.
It was a week headlined by crucial inflation data. The Inside Economics crew is joined by colleague Matt Colyar to dig into July's consumer price index. July's CPI was unsurprising, but that doesn't mean it was good. The group discusses why markets might have been too cheery about it and what they think inflation looks like in the coming months (see July's producer price index). Finally, some loquacious responses to a handful of listener questions. 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.
Today's Post - https://bahnsen.co/4lnsaSr The Futility of Economic Forecasting and the Current State of the Economy In this week's Dividend Cafe, host David Bahnsen, Managing Partner and Chief Investment Officer at The Bahnsen Group, discusses the limitations and challenges of economic forecasting, especially for investors. He underscores the difficulty of making accurate economic predictions and linking them to investment outcomes. Bahnsen critiques economic forecasting through various perspectives, including a quote from economist John Kenneth Galbraith, and highlights the complexities of interpreting present economic conditions, such as jobs data, trade levels, and corporate profits. The discussion touches on current challenges such as the impact of trade tariffs and the mixed signals from various economic indicators. Bahnsen aims to provide a clearer understanding of the present economic landscape without making bold predictions about the future. 00:00 Introduction to Dividend Cafe 00:38 The Futility of Economic Forecasting 03:13 Current Economic Conditions 07:49 The Jobs Market Analysis 14:30 Trade and Tariff Impacts 21:18 Conclusion and Final Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
The 2025 U.S. economy leaves no shortage of topics to explore. This week, the Inside Economics crew tries to touch them all. Mark and Cris, joined by Matt Colyar, discuss growing challenges to Fed independence, recent tariff agreements, financial market exuberance, and a U.S. housing market under significant stress. Finally, the team answers several listener questions and offers their latest recession probabilities and expectations for next week's slew of important data. Read the full housing research paper here: https://www.economy.com/bringing-the-housing-shortage-into-sharper-focusHosts: 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.
Moody's Analytics Mark Zandi and Cris deRitis are joined by Ira Goldstein from The Reinvestment Fund, Maggie McCullough from PolicyMap, and Jim Parrott from the Urban Institute to discuss their new study that takes a deep dive into understanding the nature of the decade-long housing shortfall. This housing crisis has driven up house prices and rents, and undermined housing affordability. But despite the heightened political attention on the problem, there remains confusion over its true scale and scope. This team of self-avowed housers dissect the shortage down to the census tract and come to some surprising conclusions.To learn more and access the full research paper: https://www.economy.com/bringing-the-housing-shortage-into-sharper-focusGuest: Ira Goldstein, Senior Advisor at The Reinvestment FundGuest: Maggie McCullough, CEO and Founder of PolicyMapGuest: Jim Parrott, Nonresident Fellow at the Urban InstituteHosts: 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.
Deficits, debts, tariffs, trade, taxes, Trump .... Sorting through the fiscal picture for the country, while never easy, has become much more complicated in 2025. Joining us for this episode are Cory Renner, Associate Director, Economic Forecasting and Richard Forbes, Principal Economist to talk to us about Canada's fiscal outlook. Where government spending is and where it's going. We discuss the pressure to meet our promises in areas like defence and infrastructure while recognizing the pressures that come with aging populations and growing debt loads.About our guests:Cory RennerCory Renner is the Associate Director of Economic Forecasting at The Conference Board of Canada. He oversees the forecast and modelling across the Conference Board's economic products and assists in identifying and creating new economic products for CBoC's clients. Cory, an experienced modeller, has worked on large-scale sub-national models and simulated a broad array of economic scenarios, ranging from global demand shocks to forecasting the economic impact of climate plans, and regularly contributes to podcasts, webinars and media engagements.Cory has assumed progressively more senior roles at The Conference Board of Canada during his seven years with the organization. He has made significant contributions to custom projects, particularly in modelling, addressing a wide range of issues from healthcare to global trade and climate change. Prior to his tenure at the Conference Board, Cory worked at Oxford Economics, where he supervised their provincial model and managed many custom contracts in Canada. Richard ForbesRichard Forbes is a Principal Economist, Economic Forecasting at The Conference Board of Canada. Richard Forbes has been an economist on the Conference Board's economic forecasting team since 2016. Richard currently oversees the Conference Board's National Outlook and is responsible for the Board's government and fiscal forecasts across the national and provincial economies.Richard holds a Bachelor of Arts Honours degree in economics from The University of Western Ontario, as well as a master's degree in economics from McMaster University.
Mark, Marisa, and colleague Adam Kamins are joined by Ivy Zelman to discuss the housing market outlook. Ivy sheds light on a wide variety of topics, including disappointing demand, the persistent drag from mortgage rate lock, and a lack of listings, adding up to a bearish outlook for prices and sales. The group also touches on regional differences, why builders are pulling back, and the effect of policy changes around tariffs and immigration. Along the way, Marisa and Adam learn the answers to a few existential questions, including “Why am I here?”Guest: Ivy Zelman, Executive Vice President of Zelman & Associates, a Walker & Dunlop CompanyHosts: 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.
The specter of stagflation is on the rise. While the higher tariffs have yet to translate into higher prices, the Inside Economics team and their colleague, inflation-maven Matt Colyar, argue they soon will. And weaker growth isn't too far behind – the team's recession probabilities are increasing again. Mass immigrant deportations, and Israel's bombing of Iran and the resulting spike in oil prices, also point to higher inflation and weaker growth. Just how serious a threat stagflation poses depends on many factors, the least of which is whether the Fed is willing and able to stick to its inflation mandate.Guest: Matt Colyar – Assistant Director, Moody's AnalyticsHosts: Mark Zandi – Chief Economist, Moody's Analytics, Cris deRitis – Deputy Chief Economist, Moody's Analytics, Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody's AnalyticsFollow Mark Zandi on 'X', BlueSky or LinkedIn @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.
Economist and polymath Tyler Cowen challenges Silicon Valley's optimistic projections about AI-driven economic growth. We explore what could slow AI's economic impact, despite its remarkable capabilities – and where humans find the new normal amidst major shifts.Timestamps: (00:00) Episode trailer (01:47) The problem with Silicon Valley's AI-driven growth projections (06:02) The institutional bottleneck to AI progress (10:49) Markets aren't pricing in a radical AI future (12:53) Are we heading for a great job displacement? (17:02) Is GDP still worth talking about? (19:11) Who does AI benefit most? (21:11) Will AI cause a human identity crisis? (27:11) The education system's failure to adapt (35:34) How the Gulf could become a geopolitical powerhouse (39:10) Could AI change religion? (46:46) Closing thoughts Tyler's links: Marginal Revolution Blog: https://marginalrevolution.com/ Twitter/X: https://x.com/tylercowen Azeem's links: Substack: https://www.exponentialview.co/ Website: https://www.azeemazhar.com/ LinkedIn: https://www.linkedin.com/in/azhar Twitter/X: https://x.com/azeemOur new showThis was originally recorded for "Friday with Azeem Azhar", a new show that takes place every Friday at 9am PT and 12pm ET. You can tune in through Exponential View on Substack.Produced by supermix.io and EPIIPLUS1 LTD
The Inside Economics crew talks about the latest tariff news, as well as the reconciliation bill making its way through Congress and the long-term macroeconomic consequences of the bill. Mark gives some rules of thumb about the tariff impact on inflation, as well as the debt-to-GDP ratio and long-term bond yields. Finally, the team answers several listener questions and plays the stats game.Hosts: Mark Zandi – Chief Economist, Moody's Analytics, Cris deRitis – Deputy Chief Economist, Moody's Analytics, Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody's AnalyticsFollow Mark Zandi on 'X', BlueSky or LinkedIn @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.
The Inside Economics team welcomes back Aaron Klein, senior fellow in Economic Studies at the Brookings Institution, for his fourth appearance. The episode begins with an analysis of the latest economic indicators, unpacking fresh CPI, PPI, and retail sales data. Mark then asks the team to weigh in on how recent tariff announcements have altered their economic forecasts and recession probabilities. Moody's Analytics economist Justin Begley provides a breakdown of the budget reconciliation package moving through Congress. The episode concludes with Aaron's assessment of emerging vulnerabilities and potential flashpoints in the financial system.Guest: Aaron Klein, Senior Fellow at the Brookings InstitutionHosts: Mark Zandi – Chief Economist, Moody's Analytics, Cris deRitis – Deputy Chief Economist, Moody's Analytics, Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody's AnalyticsFollow Mark Zandi on 'X', BlueSky or LinkedIn @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.
The Build Podcast tackles a very timely and top-of-mind topic: tariffs. This episode dives deep into the current (as of April 28, 2025) and forecasted state of the U.S. housing and remodeling industry, with a spotlight on tariffs, economic uncertainty, and demographic trends. Matt is joined by two experts from Zonda (a leading housing data and insights company), Matt & Todd, to discuss how global tariffs are expected to raise material costs by up to 9%, even for companies that don't directly import goods. The conversation covers how these pressures are reshuffling market share among building product brands, highlighting the rise of private labels and the shifting loyalty to names like Kohler and Moen.They explore how an aging, wealthier homeowner demographic is driving demand for higher-quality, longer-lasting products—especially in remodeling. They also emphasize a growing labor shortage, suggesting that skilled contractors will become more valuable, with fewer available by 2030.Zonda's Matt & Todd unpack the revolution in supply chains: contractors are increasingly purchasing materials via e-commerce and direct-from-manufacturer channels. Digital fluency has become an essential in building materials sourcing and distribution.Thank you to episode sponsors Huber & Midea. Learn more at huberwood.com & midea.com.Resources:ZondaHome.com Save the Date for Build Show LIVE 2025 in Dallas, TX: October 16-18, 2025!Don't miss a single episode of Build Show content. Sign up for our newsletter.
Economic forecasting is particularly challenging during global crises, with predictions often hampered by uncertainty and external factors.Hwee Kwan Chow and Keen Meng Choy from Singapore Management University examine Singapore's GDP and inflation forecasts during the Global Financial Crisis and COVID-19 pandemic, uncovering the influence of government projections and herding behaviour that affect prediction accuracy.Read the original research: doi.org/10.1007/s00181-022-02311-8
Richard Barkham, Senior Economic Advisor at CBRE, joins the podcast to discuss the outlook for commercial real estate and the economy. Richard is decidedly more sanguine than the podcast hosts. Mark, Cris and Marisa also discuss the economic team's recent win for Most Accurate U.S. Forecast for 2023-2024 by Consensus Economics. They debate how much of the win can be chalked up to skill, luck, or the Chief Economist.Guest: Richard Barkham – Senior Economic Advisor, CBREHosts: Mark Zandi – Chief Economist, Moody's Analytics, Cris deRitis – Deputy Chief Economist, Moody's Analytics, Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody's AnalyticsFollow Mark Zandi on 'X', BlueSky or LinkedIn @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.
This episode marks our four-year anniversary doing the Inside Economic podcast, and we devote the conversation to responding to listener questions. We've been getting lots of great Qs, ranging from the global trade war and DOGE cuts to immigration and productivity growth. Keep the questions coming. Hosts: Mark Zandi – Chief Economist, Moody's Analytics, Cris deRitis – Deputy Chief Economist, Moody's Analytics, Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody's AnalyticsFollow Mark Zandi on 'X', BlueSky or LinkedIn @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.
Politics is often blamed for economic shifts, but there are usually more factors at play. Today's guest is an economic expert who explains how it can impact investors and buyers alike. On this episode of Zen and the Art of Real Estate Investing, Jonathan interviews Lauren Saidel-Baker, an economist with ITR Economics, the oldest privately-held, continuously operating economic research and consulting firm in the U.S. ITR Economics was founded in 1948. Jonathan and Lauren start the discussion by explaining how ITR Economics predicts economic shifts and how Lauren became an economist with ITR after a stint in asset management. She shares how politics and election cycles can affect economics, her predictions for 2025, and what real estate investors should look for. You'll hear the disruptions that natural disasters, population shifts, and weather can have on the economy, what regular homebuyers and investors should be looking for with purchases, and the trajectory of the real estate market in the next five years. Lauren outlines the potential opportunities real estate may offer with an economic downturn, her advice for remaining in real estate during economic disruption, and what she's doing to prepare for a potential economic depression. The economy is frequently in the news, but we don't often hear about the impact it can have on specific industries. Lauren Saidel-Baker makes the case for real estate even during economic turmoil. In this episode, you will hear: Lauren Saidel-Baker's explanation of how ITR Economics predicts economic shifts Her introduction to economics through a job after college in asset management, and what she loves about working at ITR Economics How election cycles impact economics Lauren's predictions for 2025 in comparison to 2024 and what real estate investors should look out for Disruptions that natural disasters can create, and the impact of population shifts and weather What regular homebuyers and investors should look for when they make a purchase The trajectory of real estate for the next five years based on current data Real estate opportunities that are likely with an economic downturn Population shifts around the country based on affordability What Lauren suggests for buyers in 2025 and the continued demand for multifamily assets Her advice for those who want to remain in real estate but are concerned about economic disruption, and how consumers can remain apprised of economic shifts What Lauren is doing to prepare for the coming economic depression Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at https://zenandtheartofrealestateinvesting.com/podcast/234/ to download it. Supporting Resources: ITR Economics - itreconomics.com ITR Economics on YouTube - www.youtube.com/channel/UCJx7dfActtS_noNjNq6sumA ITR Economics on Facebook - www.facebook.com/ITREconomics77 ITR Economics's Instagram - www.instagram.com/itreconomics Follow ITR Economics on LinkedIn - www.linkedin.com/company/itr-economics Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.
The Inside Economics team is joined by the former chair of the White House's Council of Economic Advisors, Jared Bernstein. Jared shares his evaluation of what has been a whirlwind few weeks for the global economy. With a healthy dose of humility, the group then debates where things might be headed in the U.S.-China trade war as well as which country they see as possessing more leverage. The group is also joined by Martin Wurm and Matt Colyar to discuss recent financial market volatility and the latest inflation data.Guest: Jared Bernstein, Former Chair of the Council of Economic Advisors under Joe BidenFor more from Jared Bernstein, check out his Substack: https://econjared.substack.com/Hosts: Mark Zandi – Chief Economist, Moody's Analytics, Cris deRitis – Deputy Chief Economist, Moody's Analytics, Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody's AnalyticsFollow Mark Zandi on 'X', BlueSky or LinkedIn @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.
Investing in these especially turbulent times is intrepid. No better person to navigate the ups and downs in global stock, bond, crypto and other asset markets than UBS's CIO, Mark Haefele. Mark discusses his new book, in which he considers the broad global trends – the 5 Ds – investors should embrace. And he offers a few investment nuggets along the way.For Mark Haefele's book, The New Rules of Investing, click hereGuest: Mark Haefele – Chief Investment Officer, UBS Global Wealth ManagementHosts: 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', BlueSky or LinkedIn @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.
Firas Saleh, director of product management at Moody's, joins the Inside Economics team to discuss the increasing risk of wildfires and floods. He highlights the growing frequency and intensity of natural disasters and the significant economic losses they cause. The conversation then shifts to the insurance industry, focusing on how rising insurance premiums affect individual property owners and real estate markets. Although markets will adapt to these evolving risks, the transition may be challenging.Guest: Firas Saleh – Director of Product Management, Moody'sHosts: 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', BlueSky or LinkedIn @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.
The Inside Economics crew is joined by Matt Colyar to discuss February's CPI report and a rapidly changing U.S. economic environment. Primarily, the conversation focuses on tariffs and the on-again, off-again chaos coming out of D.C. The group also discusses investors and U.S. trade partners' increasingly evident fatigue and whether orthodox macroeconomic principals will eventually re-emerge as a guidepost for policymaking. Guest: 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', BlueSky or LinkedIn @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.
Adam Ozimek, Chief Economist at the Economic Innovation Group, joins the podcast to discuss his latest proposal to reform and replace the high-skilled immigration program in the U.S. (better known as H-1B). In addition to immigration policy, the group discusses remote work, the softening of recent economic data, and the prospects for the year ahead. Finally, the group goes around the horn with its recession probability for the next 12 months.Guest: Adam Ozimek – Chief Economist of the Economic Innovation GroupAdam Ozimek's research on high skilled immigration: https://eig.org/exceptional-by-design%20/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', BlueSky or LinkedIn @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn
Robert Reich, UC Berkley professor and former Labor Secretary under President Clinton, joins the Inside Economics podcast to take a retrospective look at economic policies extending back to Clinton that ultimately contributed to President Trump's election, and a prospective look at where the president is taking policy and what it means for democracy and the economy. His advice: batten down the hatches and buckle upGuest: Robert Reich, Professor at UC Berkley and former U.S. Secretary of LaborTo keep up to date with Robert Reich: https://robertreich.substack.com/To learn more about Robert Reich's nonprofit: https://www.inequalitymedia.org/ and https://www.imcivicaction.org/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
In this episode of Crossing Channels, Richard Westcott is joined by Dimitri Zenghelis, Ulrich Hege, and Mathias Reynaert to explore how green finance can support the clean transition. They discuss the shifting role of financial markets, the balance between public and private investment, and the policies needed to drive long-term change.Their lively discussion breaks down the economic opportunities of the transition, the impact of regulation on industries like automotive and energy, and the financial and political challenges that come with moving to a low-carbon economy. They also explore why policy credibility and stability are key to unlocking investment and ensuring a fair and effective transition.This episode is hosted by Richard Westcott (Cambridge University Health Partners and the Cambridge Biomedical Campus), and features experts Ulrich Hege (IAST), Mathias Reynaert (IAST) and Dimitri Zenghelis (Bennett Institute for Public Policy). Listen to this episode on your preferred podcast platformSeason 4 Episode 5 transcriptFor more information about the Crossing Channels podcast series and the work of the Bennett Institute and IAST visit our websites at https://www.bennettinstitute.cam.ac.uk/ and https://www.iast.fr/.Follow us on Linkedin, Bluesky and X. With thanks to:Audio production by Steve HankeyAssociate production by Burcu Sevde SelviVisuals by Tiffany Naylor and Aurore CarbonnelMore information about our host and guests:Richard Westcott is an award-winning journalist who spent 27 years at the BBC as a correspondent/producer/presenter covering global stories for the flagship Six and Ten o'clock TV news as well as the Today programme. Last year, Richard left the corporation and he is now the communications director for Cambridge University Health Partners and the Cambridge Biomedical Campus, both organisations that are working to support life sciences and healthcare across the city. @BBCwestcottUlrich Hege is Professor of Toulouse School of Economics since 2016. He was Director of TSE until 2017 and Vice-President until 2020. His main research area is in Financial Economics, but he also worked on questions in contract theory, entrepreneurship, regulation, law and economics, and digital economics. Prior to joining TSE, he was Professor and Associate Dean at HEC Paris, and held faculty positions at Tilburg University (Netherlands) and ESSEC (Paris). He has also been a Visiting Associate Professor at London Business School and at New York University Stern School of Business. Mathias Reynaert is a Professor of Economics at the Toulouse School of Economics. His fields of interest are empirical industrial organization and environmental economics. His research received recognitions such as the 2015 Paul Geroski and YEEA Prize, the 2022 Edmond Malinvaud Prize, an ERC starting grant (2023-2028), and a 2023 nomination for best young economist in France. He is a research affiliate at the CEPR and an editorial board member at the Review of Economic Studies.Dimitri Zenghelis is Special Advisor to the Bennett Institute, University of Cambridge and a Senior Visiting Fellow at the Grantham Research Institute, London School of Economics. He is also a Partner at Independent Economics. He headed the Stern Review Team at the Office of Climate Change and was a lead author on the Stern Review on the Economics of Climate Change. Previously he was Head of Economic Forecasting at HM Treasury. @DimitriZ
After a brief rundown of the week's solid economic data, the Inside Economics team is joined by Moody's Analytics colleague Martin Wurm to discuss the Fed's recent pause and the path of monetary policy for the rest of the year. Martin breaks down how we should think about the equilibrium long-term interest rate and, in turn, the fed funds rate. The team also discusses the possible scenarios for the Fed this year, given the uncertainty around tariff and immigration policy. 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
Inside Economics welcomes Wayne Best, Chief Economist at Visa, back on the podcast to celebrate the 200th episode and talk about the state of the American consumer. Wayne discusses Visa's Spending Momentum Index for the U.S. and other parts of the globe and what it means for low, high, and middle-income households. The conversation ends with a discussion of the Trump administration's policy proposals and the implications for inflation and growth.Guest: Wayne Best, Chief Economist at VisaHosts: 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
Art Bell - Gerald Celente - Economic Forecasting
On the first podcast of 2025, the Inside Economics crew discusses the outlook for the year ahead and delves into the Risk Matrix, a visual depiction of the major risks facing the global economy. Mark, Cris and Marisa each pick a risk to highlight and then give their wildest predictions for 2025, some of which are not very serious. To view the Risk Matrix, click hereHosts: 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
With Marisa out on assignment, Dante joins Mark and Cris to discuss the latest U.S. employment report. After several volatile months due to hurricanes and labor strikes, the job market found its footing in November, with payroll growth reported across most industries. The team considers the report's implications for monetary policy and the long-run interest rate outlook. With all of the policy unknowns, they conclude that the only certainty is uncertainty.Guest: Dante DeAntonio, Senior Director of Economic Research, 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' @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn
Vassy Kapelos speaks with Transportation Minister Anita Anand and then you have your say on both the airline's decision and government response. On today's show: Ted Mallett, Director of Economic Forecasting, Conference Board of Canada, on the incoming interest rate decision and fall economic statement The Daily Debrief Panel with Robert Benzie, Queen's Park Bureau Chief for the Toronto Star; Marieke Walsh, senior political reporter with The Globe and Mail; Mike Le Couteur, Senior Political Correspondent, CTV National News Dr. John Moores, a planetary scientist, author of Day Dreaming in the Solar System, on NASA's updated plans and timeline for Artemis missions to the moon CTV's Washington bureau chief Joy Malbon on the latest details following the murder of UnitedHeathcare's CEO in New York City
"The cost of inaction will be substantially larger than the cost of action"The Economics of Climate Change: The Stern Review has become one of the most influential reports on climate change ever produced since its release by Her Majesty's Treasury of the UK Government in October 2006. Dimitri Zenghelis, senior economist for the review, worked under Gordon Brown as Head of Economic Forecasting in HM Treasury and has since held multiple roles, fellowships and academic posts including Senior Visiting Fellow at the LSE's The Grantham Institute and Senior Advisor to the Bennett Institute (University of Cambridge). He advises governments, banks, financial institutions, NGOs, and other international organisations on sustainability, climate change, innovation, economic modelling and clean urbanisation. Get comfortable for a macro-economic and financial markets double espresso covering topics including:- Shenanigans that went on at the heart of government between Tony Blair and Gordon Brown- The impact of the Stern Review's focus on an economic case for climate action on the acceleration of the transition- Optimising your investment strategy across the transition - Who is Wan Gang? And why did he have a greater influence on the development of electric vehicles than Elon Musk.- The reinforcing feedback between reduction in cost of technologies and favourable politics- The difference between conditional and complacent optimism, the future of aviation, the joy of reading children's books - and a great deal more!#cleantech #sustainabletransition #macroeconomics #innovation #cleanurbanisation"It's about forward looking strategy, not backwards looking disclosures"Links The Economics of Climate Change: The Stern ReviewThe Bennett Institute for Public Policy at the University of CambridgeGrantham Research Institute for Climate Change and the EnvironmentIndependent EconomicsInvesting for PurposeSocial Value InternationalImpact FrontiersGlobal Impact Investing NetworkSDG Goals Hosted on Acast. See acast.com/privacy for more information.
Central Florida's top economist, Sean Snaith, Ph.D., the director of the University of Central Florida's Institute for Economic Forecasting, provides his economic outlook for 2025. Sponsored by: J. Wayne Miller Company Waste Pro The Orlando Law Group Addition Financial Alan Byrd & Associates Genske & Co. Accounting JPMorganChase
Welcome to another exciting episode of the Meat and Potatoes podcast! In this episode, we sit down with John Cordier, co-founder and CEO of Epistemix, a groundbreaking company that spun out of the University of Pittsburgh and Carnegie Mellon. Epistemix is revolutionizing the way we forecast the spread of diseases, human behavior, and even economic trends using agent-based simulation models. 00:03 - Introduction and Guest Welcome 00:40 - Founding Story of Epistemix 02:04 - Early Applications and Public Health Goals 02:50 - Emergent Infectious Diseases and Biodefense 04:49 - Epidemic X and Human Behavior 06:05 - Behavioral Differences and Forecasting 08:08 - Economic Forecasting and Agent-Based Simulation 10:03 - Inspiring Curiosity and Policy Decision Making 11:27 - Empathy in Leadership and Decision Making 12:46 - Community Engagement and Policy Impact 15:30 - Broader Applications and Historical Context 17:07 - Consulting and Economic Policy 22:23 - Product Adoption Models and Clubhouse Example 24:02 - COVID-19 and Behavioral Impacts 24:38 - Silicon Valley Bank and Behavioral Economics 25:29 - Personal Story and Relocation to Salt Lake City 27:00 - Personal Background and Curiosity 27:48 - Conclusion and Future Outlook If you enjoyed this video and want to support us please leave a LIKE, write a comment on this video and Share it with your friends. Subscribe to our channel on YouTube and click the icon for notifications when we add a new video. Let us know in the comments if you have any questions. Our website: https://www.siliconslopes.com Show Links: https://www.originbrandmerch.com/ Apple Podcasts: https://podcasts.apple.com/us/podcast/meat-potatoes-podcast/id1262148655 Spotify Podcasts: https://open.spotify.com/show/4T9PSMVqgQNf7lCF3NdDgS?si=0e0945e56d5a4306 Social: Twitter - https://twitter.com/siliconslopes Instagram - https://www.instagram.com/siliconslopes/ LinkedIn - https://www.linkedin.com/company/silicon-slopes/ YouTube - https://www.youtube.com/channel/UC8aEtQ1KJrWhJ3C2JnzXysw
Welcome to "The Full Desk Experience" podcast! In this episode, host Kortney Harmon engages with special guest Alex Chausovsky, an esteemed economist and market researcher, delving into the intricacies of sales and marketing strategies crucial for business growth. The discussion navigates through a landscape of economic trends, workforce dynamics, and the looming influence of emerging technologies like AI and robotics. With actionable insights and practical advice tailored for the staffing and recruiting industry in 2024 and 2025, this episode offers a deep dive into talent retention strategies, industry disruptions, and the evolving power dynamic between organizations and employees. Join us as we unravel real-world wisdom to equip you with the tools needed to scale thriving teams and tackle the challenges of tomorrow.More about Alex:Alex Chausovsky is the Director of Analytics and Consulting for the Bundy Group. He is a highly experienced market researcher and analyst with more than two decades of expertise across subjects including economics, manufacturing, automation, advanced technology trends, and business cycle analysis. He has consulted and advised companies throughout the US and Canada, Europe, South America, and Asia. In his investment banking advisory role, Alex is a trusted source of information for owners and executives of privately held firms who are seeking a business sale, acquisition, or financing.Alex has delivered over a thousand presentations, webinars, and workshops to small businesses, trade associations, and Fortune 500 companies across a spectrum of industries, and is the go-to source of industry data and insights for business owners and leaders. Alex's analysis has been featured in the Wall Street Journal, on the BBC, and on NPR, and he is a Top Voice on LinkedIn._______________________Follow Alex Chausovsky on LinkedIn: https://www.linkedin.com/in/alexchausovsky/Follow Crelate on LinkedIn: https://www.linkedin.com/company/crelate/ Subscribe to our newsletter: https://www.crelate.com/blog/full-desk-experience
In his Q&A session at BNC#6 in Hermanus, renowned investor Piet Viljoen shared insights on his nuanced approach to property investment during an engaging discussion with Bronwyn Nielsen. Viljoen emphasised the importance of strategic capital allocation, patience, and emotional control in navigating market cycles. Touching on various topics including ESG investments and activism, Viljoen's pragmatic perspective offered valuable guidance for investors amidst evolving economic landscapes.
In today's episode hosts Tate Duryea and Ryan Gibson navigate through the vast skies of real estate investing with the guidance of real estate titan, Kathy Fettke. As a renowned expert and a beacon of knowledge in real estate and economics, Kathy brings invaluable insights into the current real estate market, investment strategies, and the future of property investment. Whether you're at the helm of your real estate journey or just preparing for takeoff, this episode promises to elevate your understanding of real estate investments and economic trends. Fasten your seatbelts as we explore actionable insights and timeless wisdom from Kathy Fettke, ensuring your real estate ventures soar to new heights.Timestamped Show Notes:(00:00:00) Introduction to Passive Income Pilots and Today's Guest, Kathy Fettke.(00:01:00) Kathy Fettke's Background: From Broadcast Journalism to Real Estate Mogul.(00:03:00) Empowering Women in Finance and Investing.(00:06:00) The Catalysts for Kathy's Real Estate Journey: Personal Challenges and Insights.(00:08:00) Analyzing the Economic Impacts of the Pandemic on Real Estate.(00:10:00) The Inflation Effect: Money Supply and Real Estate Dynamics.(00:12:00) Navigating Interest Rates and the Surprising Resilience of the Economy.(00:14:00) The Resilient U.S. Economy: A Deep Dive into the Money Supply and Investment Strategies.(00:17:00) 2008 vs. Now: How Today's Real Estate Market Differs from the Past.(00:22:00) The Future of Real Estate: Understanding Current Trends and Preparing for What's Next.(00:24:00) The Role of Office and Commercial Real Estate in Today's Market.(00:27:00) Kathy's Advice for New Investors: Simplifying the Path to Real Estate Investment.(00:30:00) The Pitfalls to Avoid in Real Estate Investing.(00:33:00) The Allure and Risks of "Exciting" Real Estate Projects.(00:36:00) The Benefits of Investing in Real Estate: Tax Advantages and Long-Term Growth.(00:38:00) Overcoming Personal and Financial Challenges Through Real Estate.(00:41:00) Real Estate Strategies for Busy Professionals: Finding the Right Investments.(00:43:00) Selecting Low-Maintenance Real Estate Investments Suitable for Busy Lives.(00:46:00) Resources and Advice for Those New to Real Estate Investing.(00:49:00) How to Get Started with Real Estate Investing: The Importance of Choosing the Right Partners.Links and Resources:Get Featured On The Show!: passiveincomepilots.com/question Email Your Questions: ask@passiveincomepilots.comJoin Our Community: facebook.com/groups/passivepilotsConnect With Kathy: Real Wealth NetworkFederal Reserve of St. Louis Money SupplyHow to Conduct Due Diligence on an Investment WebinarStay tuned to Passive Income Pilots for more expert insights and strategies to fuel your journey to financial independence through smart investing.
What do you think of when you hear economist? If you are thinking dry, boring, or not funny - then you absolutely should tune in and hear Dr. Sean Snaith shared his forecast for 2024 and 2030. I have been a fan of Dr. Snaith (and he is okay with calling him Sean) for over 10 years. I get the forecasts that are put out by UCF Institute of Economic Forecasting of which he is the director. I asked him what he forecasts for 2024? The world is still working on getting out of the COVID 19 disruption. The economy will slow down and consumers in the US have faced a decline in what money can purchase in previous years before COVID. Labor market is strong right now as consumers are using credit cards. This overall impact on the economy is spending will impact individuals and families if they continue to use credit cards to pay their bills. Checks and balances folks, think how we as humans have unlimited wants vs. limited needs. Decisions have to be made and if resources are scarce. Best mentoring advice shared - It is impossible to know the future. The future is not your final step. There is an opportunity cost with every choice. You have no idea where your future will take you. You can do any job for a period of time as long as you know that it is not forever. We hope you enjoy this week's episode of The Intern Whisperer. The Intern Whisperer Podcast is brought to you by Employers 4 Change - Increasing diversity through #Skills based #DiversityEquityInclusion #recruitment and #management for #interns and #employees alike. Apply today to be an #Employer4Change that invests in #intern #talent and #employees. Want a break? Play Intern Pursuit Game on Steam. Thank you to our sponsor Cat 5 Studios. Podbean: https://internwhisperer.podbean.com YouTube: https://www.youtube.com/channel/UC8c_T19-pyfghVuAEbOMmHg Follow us on our social channels Facebook: https://www.facebook.com/employers4change Instagram: https://www.instagram.com/employers4change Twitter: https://twitter.com/employer4change LinkedIn: https://www.linkedin.com/company/employers4change
"Inflation will be with us for years to come." "You can't lower inflation without raising unemployment." "Supply chain disruptions will cause a recession." These are some of the fables told in recent years by economic forecasters. Their job is to use empirical methods to explain why certain things happen in the economy but they're notoriously bad at it, their predictions no more reliable than that of a palm reader. Why is this so? Joe and Mark assess their record, offering some explanations for why it's so terrible, and consider how “the dismal science” might step up its game. (Recorded March 22, 2024.)
In this episode, we spoke to Laurent Ferrara, Professor of International Economics at SKEMA Business School. Laurent discussed the role of nowcasting, particularly in the realm of macroeconomic nowcasting. He delved into the details of the models and methods that have been proven effective in this domain. Laurent also talked about GDP nowcasting using Google data and shared some intriguing results from his recent research.Laurent is the program chair of the 44th International Symposium on Forecasting, which will be held in Dijon, France. He provided an overview of the conference program and explained why we should attend!
It's early in the year still, but as was the case last year, economic forecasts continue to be upended. The latest example just recently when a national jobs report came in stronger than expected and dampened prospects for interest rate cuts. Today we'll check in with one of our resident economists to get his take. Mike Switzer interviews Frank Hefner, director of the Office of Economic Analysis and a professor of economics at the College of Charleston.
China's economy is likely to pick up pace and grow steadily in 2024 after a bumpy recovery last year, propelled by the gradual increase in domestic demand and with more stimulus policies in the offing, officials and economists said on Wednesday.2024年1月17日，官员和经济学家表示，在去年的波折复苏后，受国内需求逐步增加和更多刺激政策的推动，中国经济可能会在2024年加速增长并稳步增长。As the broader economy is still facing pressures from a property downturn, lack of effective demand and risks associated with local government debts, economists said the country needs to set an annual GDP growth target of around 5 percent to boost business confidence, and the policy easing should focus on housing and fiscal measures.由于宏观经济仍然面临房地产低迷、有效需求不足和地方政府债务风险等压力，经济学家表示，中国需要设定一个约5%的年度GDP增长目标来提振商业信心，而政策放松应该集中在住房和财政措施上。Data from the National Bureau of Statistics showed on Wednesday that China's GDP expanded by 5.2 percent year-on-year in 2023 to 126.06 trillion yuan ($17.63 trillion), surpassing the country's preset annual growth target of around 5 percent.国家统计局1月17日发布的数据显示，中国2023年GDP同比增长5.2%，至126.06万亿元人民币(17.63万亿美元)，超过了国家预先设定的约5%的年度增长目标。In the fourth quarter of 2023, the Chinese economy grew 5.2 percent year-on-year, following a 4.9 percent growth in the third quarter.在2023年，中国经济继第三季度增长4.9%之后，第四季度同比增长5.2%，。"China's 5.2 percent growth rate is higher than the anticipated global growth rate of around 3 percent, outpacing many major economies," Kang Yi, head of the National Bureau of Statistics, said at a news conference in Beijing on Wednesday. "China is projected to have contributed more than 30 percent of global economic growth in 2023, making it a primary engine driving global growth."1月17日，国家统计局局长康毅在北京的新闻发布会上表示：“中国5.2%的增长率高于预期的全球增长率（约3%），超过了许多主要经济体。预计到2023年，中国对全球经济增长的贡献率将超过30%，成为推动全球增长的主要引擎。”Despite the challenges and difficulties ahead, Kang said that China possesses many advantages and enjoys several opportunities, which outweigh the challenges.尽管未来仍面临挑战和困难，但康毅表示，中国拥有许多优势和机遇，这些优势能够克服挑战。He said that China's economy is bound to see a steady recovery and improvement in 2024, given the continuing recovery trend, the continuous deepening of reforms and ample policy scope.他表示，鉴于持续的复苏趋势、改革的不断深化和宽松的政策空间，中国经济在2024年必将迎来稳定的复苏和改善。Louise Loo, lead economist at British think tank Oxford Economics, said: "There's plenty to be positive about in China's year-end reported numbers. The cyclical trough is likely behind us."英国智库牛津经济研究院首席经济学家路易丝·卢（Louise Loo）表示：“中国年终报告的数字有很多值得肯定的地方。经济的周期性低谷很有可能已经过去。”She added that industrial production is likely to accelerate on improved capacity utilization, higher industrial profits, and forward-looking restocking needs.她补充说，工业生产可能会因更高的产能利用率和更高的工业利润，以及前瞻性的库存需求而加速。Industrial production is already showing signs of improvement, with China's value-added industrial output growing by 6.8 percent last month after a 6.6 percent growth in November.工业生产已经显示出改善的迹象，中国工业增加值在2023年11月增长6.6%后，于12月增长了6.8%。She said that keeping up with the current growth momentum will require an ongoing and coordinated stimulus effort over the next few quarters.她表示，要保持当前的增长势头，需要在未来几个季度持续和协调的刺激措施。Zou Yunhan, deputy director of the macroeconomic research office at the State Information Center's Department of Economic Forecasting, said she expects the nation's economy to expand by around 5 percent in 2024.国家信息中心经济预测部宏观经济研究室副主任邹云汉表示，预测2024年我国经济将增长约5%。"The momentum of China's economic recovery is poised to undergo further consolidation this year, propelled by robust policy support, the advancement of industrial transformation and upgrading, and the continuous deepening of reforms."“在强有力的政策支持、产业转型升级的推进和改革的不断深化的推动下，中国经济复苏的势头今年将进一步巩固。”Meanwhile, due to the "scarring effect" of the COVID-19 pandemic over the past few years, it could still take time for people's spending power to recover, Zou said.同时，邹云汉表示，由于过去几年新冠肺炎疫情的“创伤效应”，人们的消费能力恢复可能仍需要时间。Retail sales, a key measurement of consumer spending, increased by 7.4 percent in December, down from the 10.1 percent growth a month earlier.衡量消费者支出的关键指标——零售额在12月增长了7.4%，低于一个月前的10.1%。Yu Yongding, an academician at the Chinese Academy of Social Sciences, said the contributions of consumption and net exports to GDP growth will likely be lower compared with 2023, and capital formation will thus play a bigger role in maintaining a high growth rate this year.中国社会科学院院士余永定表示，2024年的消费和净出口对GDP增长的贡献可能比2023年有所下降，因此资本形成在今年保持高增长率方面将发挥更大的作用。"If the growth rate of consumption in 2024 is lower than that in 2023, achieving a 5 percent GDP growth may require double-digit growth in infrastructure investment," he said.他说：“如果2024年的消费增长率低于2023年，那么实现5%的GDP增长可能需要基础设施投资的两位数增长。”Yu said that China should set an annual growth target of at least 5 percent, and the focus should be on expanding budgeted fiscal deficit rates and increase in treasury bonds to provide funding for infrastructure investment.余永定表示，中国应该设定至少5%的年度增长目标，重点应该是扩大预算财政赤字率和增加国债，为基础设施投资提供资金。NBS data showed that China's fixed-asset investment rose by 3 percent in 2023. Infrastructure investment and manufacturing investment grew by 5.9 percent and 6.5 percent, respectively, while real estate investment fell by 9.6 percent in 2023.国家统计局数据显示，2023年中国固定资产投资增长了3%。基础设施投资和制造业投资分别增长了5.9%和6.5%，但房地产投资下降了9.6%。Tom Orlik, chief economist at Bloomberg Economics, said that China's policymakers have been doing the right thing by attempting to manage the problem of oversupply without triggering a complete collapse in the real estate sector. He said there will be enough stimulus, financing and support for homebuyers this year.彭博经济(Bloomberg Economics)首席经济学家汤姆·奥尔利克(Tom Orlik)表示，中国的政策制定者一直在做正确的事情，试图在不引发房地产行业全面崩溃的情况下管理供应过剩的问题。他说，今年将有足够的刺激、融资和支持购房者。He said that China has the scope to keep monetary and fiscal policies supportive to help bolster the economy's recovery, adding that a forceful fiscal policy will play a bigger role in boosting domestic demand.他说，中国有空间保持货币和财政政策的支持，以帮助支撑经济的复苏，并补充说，有力的财政政策将在提振内需方面发挥更大的作用。Zheng Houcheng, chief macroeconomist at Yingda Securities, said a further reduction in the reserve requirement ratio as well as policy rate cuts will likely happen in the first half of 2024.英大证券（Yingda Securities）首席宏观经济学家郑厚成（Zheng Houcheng）表示，进一步降低存款准备金率以及政策利率的降息可能会在2024年上半年发生。propertyn. 所有物，财产；地产，房地产；房地产股票（或投资）（properties）reserve requirement ratio n.存款准备金率
China's gross domestic product expanded by 5.2 percent in 2023 - meeting the country's preset annual growth target of around 5 percent, fueled by a slew of policy measures taking effect gradually last year, official data showed on Wednesday.The country's annual GDP came in at 126.06 trillion yuan ($17.52 trillion) in 2023, according to the National Bureau of Statistics. For the fourth quarter of 2023, the Chinese economy grew 5.2 percent year-on-year, following a 4.9 percent growth in the third quarter. Experts called China's 2023 GDP growth as "relatively fast" in contrast to other major economies, highlighting China's role as a key growth engine for the world economy.Looking ahead to this year, they expect to see better economic performance with China's existing supportive policies continuing to take effect and more stimulus in the offing.China's value-added industrial output grew by 4.6 percent year-on-year in 2023. The figure rose by 6.8 percent in December after a 6.6 percent growth in November. Retail sales, a key measurement of consumer spending, grew by 7.2 percent for the year. And the retail sales in December increased by 7.4 percent versus the 10.1 percent growth a month earlier. Fixed-asset investment - a gauge of expenditures on items including infrastructure, property, machinery and equipment – rose by 3 percent in 2023, while in the first 11 months, it grew by 2.9 percent. The surveyed urban jobless rate came in at 5.1 percent in December from 5 percent in November, according to the NBS. Zou Yunhan, deputy director of the macroeconomic research office at the State Information Center's Department of Economic Forecasting, said China remains one of the most powerful engines for global growth, contributing around one-third of world economic growth in 2023. Looking to this year, she said the momentum of China's economic recovery is poised to undergo further consolidation, propelled by robust policy support, the advancement of industrial transformation and upgrading, and the continuous deepening of reforms.Wang Yiming, vice-chairman of the China Center for International Economic Exchanges, said China's 2023 GDP is significantly higher than that of major economies, including the United States, the eurozone and Japan.Looking ahead, he said the country still has scope to step up fiscal and monetary policy support this year, as the central government's debt level is not high and consumer price levels are low.According to a report by the Center for Forecasting Science at the Chinese Academy of Sciences, China's economy will maintain steady growth in 2024 with an estimated GDP growth rate of around 5.3 percent. Reporter: Ouyang Shijia
Join Mark Moss in an enlightening episode as he dives into the intricate world of investing, censorship, and economic trends. In the first segment, Mark shares six invaluable takeaways from Warren Buffett's mentor, Benjamin Graham, extracted from the timeless book 'The Intelligent Investor'. These lessons are not just historical artifacts; they're tools Mark has personally used to build multiple eight-figure portfolios, and he believes they can help you too.In the second part of the episode, the focus shifts to recent developments in the UK around censorship. Here, Mark analyzes leaked documents that reveal how anti-disinformation campaigns can be manipulated for political gains, impacting both the left and right sides of the spectrum. This discussion is critical for understanding the complex dynamics of modern media and information warfare.Finally, Mark delves into the current state of inflation, breaking down the latest Consumer Price Index (CPI) data and its implications for the economy and investors. With his expertise, Mark provides insights into navigating these challenging economic times, offering advice on how to safeguard and grow your investments.Join us on this episode of the Mark Moss Show for a deep dive into the realms of smart investing, political machinations, and economic strategies in an ever-changing world.See omnystudio.com/listener for privacy information.
On this podcast episode, Taylor St. Germain from ITR Economics joins Jack Stack and Kylie Jackson to discuss the power of using accurate economic data to inform your business decisions, forecast obstacles, and take advantage of opportunities in the future. The Great Game of Business has partnered with ITR Economics to bring you the "Guess the GDP of Q4 2023 Challenge." Here's your chance to showcase your forecasting skills and walk away with a $1000 prize! Learn more about our forecasting challenge here: https://www.greatgame.com/forecasting-challenge
If your looking to hold 5 to 10 years, the most likely scenario is the prices are going to rebound. Here's why...Interested in learning from me? Visit https://www.thetribeoftitans.info/coachingJoin our multifamily investing community for FREE for in-depth courses and live networking with like-minded apartment investors at the Tribe of TitansLink to subscribe to YouTube channel: https://tinyurl.com/SubYouTubeDiaryPodcastApple Podcasts: https://tinyurl.com/AppleDiaryPodcast Spotify: https://tinyurl.com/SpotDiaryPodcast Google Podcasts: https://tinyurl.com/GoogleDiaryPodcast Follow us on:Facebook: https://www.facebook.com/DiaryAptInv/ Twitter: https://twitter.com/Diary_Apt_Inv Instagram: https://bit.ly/3zvlcWCThis episode originally aired on July 19, 2023---Your host, Brian Briscoe, has been a general partner in 1088 units worth over $100 million and has been lead sponsor, asset manager, capital raiser, and key principal on these properties. He has developed a multifamily education community called the Tribe of Titans that helps aspiring investors learn the game, network with other like-minded professionals, and get their apartment investing business to the next level. He is founder of Streamline Capital Group, which will continue to acquire multifamily assets well into the future. He retired as a Lieutenant Colonel in the United States Marine Corps in 2021.Connect with him on LinkedInBrian@Steamlinecapital.com
Less than one year after announcing plans to develop 90 acres of land in Atlanta's Grove Park neighborhood, Microsoft is halting its plans. Rose reports the latest. Jeff Humphreys, the director of Economic Forecasting at UGA's Terry College of Business, talks with show host Rose Scot about the findings of the 2023 Georgia Economic Outlook. Plus, WABE education reporter Martha Dalton discusses a nearly $3 million grant that Sen. Jon Ossoff help secure for Morris Brown College.Lastly, Tom Grabowski, the founder of the HBCU All-Star Battle of the Bands, discusses how the competition will support high school and college students. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
The holiday season is just around the corner, which brings with it cheer, merriment, and a sense of good will towards all men and women. But for many families, it also brings a good deal of financial strain. And perhaps this year more than any in the last decade, that stress is more acute. The volatility of the global economy over the last three years has reached a fever pitch, with many expecting an even more dire 2023. For the majority of economists and market prognosticators, a recession in 2023 is a foregone conclusion. As inflation has remained stubbornly high, central banks around the globe have rushed to contain the fallout by raising interest rates aggressively. As money becomes more expensive to borrow, the economy will inevitably contract. Combine that with COVID restrictions in China and the war in Ukraine, and we are in for some choppy seas. For them, the question is not if, but when and how deep. But other economic experts believe that in spite of the turbulence, market fundamentals remain strong. Inflation is abating, central banks are slowly taking their foot off the gas, and 2023 will be a blockbuster year for the global economy. The risk of recession is overblown, and the sky will not in fact fall. Christopher Thornberg BIO Christopher Thornberg is Director of the UC Riverside School of Business Center for Economic Forecasting and Development and an Adjunct Professor at the School. He founded Beacon Economics LLC in 2006. Under his leadership the firm has become one of the most respected research organizations in California serving public and private sector clients across the United States. An expert in economic and revenue forecasting, regional economics, economic policy, and labor and real estate markets, Dr. Thornberg has consulted for private industry, cities, counties, and public agencies in Los Angeles, San Francisco and the Bay Area, San Diego, the Inland Empire, New York, Seattle, Orange County, Sacramento, Arizona, Nevada, and other geographies across the nation. He has also worked on Wall Street, advising hedge fund manager Paulson & Co. about macroeconomic issues. A well-known media commentator, Dr. Thornberg has appeared on all the major networks, CNN, NPR, and is regularly quoted in major national dailies including the Wall Street Journal, New York Times, and Los Angeles Times. Steve Hanke BIO Steve H. Hanke is a professor of applied economics and founder and codirector of the Institute for Applied Economics, Global Health, and the Study of Business Enterprise at the Johns Hopkins University in Baltimore. He served on President Reagan's Council of Economic Advisers. Hanke is also a senior fellow at the Cato Institute in Washington, D.C., a senior fellow at the Independent Institute in Oakland, California, a senior adviser at the Renmin University of China's International Monetary Research Institute in Beijing, and a special counselor to the Center for Financial Stability in New York. Hanke is also a contributing editor at Central Banking in London and a contributor at National Review. In addition, Hanke is a member of the Charter Council of the Society for Economic Measurement and of the Euromoney Country Risk's Experts Panel. Speaker Quotes CHRIS THORNBERG: “If you're looking at Wall Street, I think 2023 is going to look like a recession. If you're looking at Main Street, I don't think it will ”. STEVE HANKE: “We'll have I think about a 90% chance of a recession next year. You take the fuel out of the engine and it crashes on you”. The host of the Munk Debates is Rudyard Griffiths - @rudyardg. Tweet your comments about this episode to @munkdebate or comment on our Facebook page https://www.facebook.com/munkdebates/ To sign up for a weekly email reminder for this podcast, send an email to podcast@munkdebates.com. To support civil and substantive debate on the big questions of the day, consider becoming a Munk Member at https://munkdebates.com/membership Members receive access to our 10+ year library of great debates in HD video, a free Munk Debates book, newsletter and ticketing privileges at our live events. This podcast is a project of the Munk Debates, a Canadian charitable organization dedicated to fostering civil and substantive public dialogue - https://munkdebates.com/ Senior Producer: Jacob Lewis Editor: Adam Karch
Dr. Snaith is the Director of the University of Central Florida's Institute for Economic Forecasting and a nationally recognized economist in the field of business and economic forecasting. An award-winning forecaster, researcher and professor, Snaith applies academic expertise to solve real-world problems. He has served as a consultant for local governments and multi-national corporations such as Compaq, Dell and IBM. Snaith holds a Ph.D. in Economics from Pennsylvania State University. Snaith frequently is interviewed in national and regional media and is a sought-after speaker. He has been quoted in The Wall Street Journal, USA Today, The New York Times, The Economist and CNNMoney.com and has appeared on CNBC, Fox Business Network and Business News Network, based in Toronto. Sean correctly called the end of the great financial crisis in June 2009. Prior to that, Snaith was named by Bloomberg News as one of the nation's most accurate forecasters in 2008. In 2007, he was named California's most accurate forecaster by the Western Blue Chip Consensus Forecast. In this episode, we will talk about the Fed, inflation, and discuss how we are headed for a pasta-bowl recession. We focus the rest of the episode on the state of Florida and potential headwinds to growth such as rising housing costs, supply chain shortages, labor market shortages, and high overall inflation. Last, we discuss ways the state of Florida (and particularly Central Florida) can best position itself for future growth. Our host today is Steve Curley, CFA, prior President of CFA Society Orlando, current board member & co-founder of The Investors First Podcast. Please enjoy the episode. Follow us on Twitter and LinkedIn.
Gov. Gavin Newsom signed California's FAST Recovery Act on Labor Day, authorizing the creation of a council aimed to set minimum labor standards in fast food franchises. The council, composed of workers, franchise owners, corporate representatives and state officials, would also have the power to raise the minimum wage for fast food employees to $22. Of the 550,000 fast food workers in the state, most earn near minimum wage: $15 statewide for businesses with 26 or more employees, and higher in certain cities like San Francisco, where it's $16.32. Advocates of the legislation say it would also create better redress for wage theft and health and safety hazards. Critics have filed a referendum to block the law and turn it into a ballot measure. We'll talk about how the FAST Recovery Act could affect California's economy and its fast food workers. Guests: Ken Jacobs, chair, Center for Labor Research and Education at UC Berkeley. Farida Jhabvala Romero, labor correspondent, KQED. Christopher Thornberg, director, Center for Economic Forecasting and Development, UC Riverside School of Business; founding partner, Beacon Economics. Crystal Orozco, worker, McDonald's in Sacramento.
The International Monetary Fund slashed its prediction for global economic growth in 2022. Some big reasons: the war in Ukraine, fallout from sanctions on Russia, and the pandemic. Those factors are complicating the jobs of economic forecasters everywhere. Today, we dig into it. We’ll also revisit those Trump-era tariffs, examine the market for digital voices and check in on the evolving economics of streaming platforms.
The International Monetary Fund slashed its prediction for global economic growth in 2022. Some big reasons: the war in Ukraine, fallout from sanctions on Russia, and the pandemic. Those factors are complicating the jobs of economic forecasters everywhere. Today, we dig into it. We’ll also revisit those Trump-era tariffs, examine the market for digital voices and check in on the evolving economics of streaming platforms.
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