Podcasts about Economic Outlook

SEGMENT 1: RETAIL SALES AND ECONOMIC OUTLOOK Guest: Liz Peek Strong retail sales signal consumer confidence as Trump takes office. Peek discusses holiday spending numbers, the stock market's performance, and economic expectations for the new administration. Conversation touches on inflation pressures, interest rate concerns, and whether the economy's momentum can continue under new policy directions.

SHOW SCHEDULE 1-20-20251907 GREENLANDSEGMENT 1: RETAIL SALES AND ECONOMIC OUTLOOK Guest: Liz Peek Strong retail sales signal consumer confidence as Trump takes office. Peek discusses holiday spending numbers, the stock market's performance, and economic expectations for the new administration. Conversation touches on inflation pressures, interest rate concerns, and whether the economy's momentum can continue under new policy directions.SEGMENT 2: MARKETS AND GREENLAND CONTROVERSY Guest: Liz Peek Peek analyzes market reactions to the incoming administration and addresses Trump's renewed interest in acquiring Greenland. Discussion covers the strategic importance of Greenland's resources and location, European responses to the proposal, and how this diplomatic imbroglio fits into broader economic and geopolitical considerations facing the new term.SEGMENT 3: EUROPEAN FRUSTRATION WITH TRUMP'S RETURN Guest: Judy Dempsey (Carnegie Berlin), Co-Host: Thaddeus McCotter Dempsey assesses European anxiety as Trump begins his second term. Discussion covers EU economic stagnation, Germany's struggling industrial base, and widespread frustration among European leaders unprepared for renewed American pressure on trade, defense spending, and NATO commitments. McCotter joins from Detroit offering domestic political perspective.SEGMENT 4: EU ECONOMY AND TRANSATLANTIC TENSIONS Guest: Judy Dempsey (Carnegie Berlin), Co-Host: Thaddeus McCotter Continued analysis of Europe's economic malaise and political uncertainty ahead of German elections. Dempsey examines how EU leadership plans to navigate Trump's transactional approach to alliances, concerns over tariffs and energy policy, and whether Europe can muster unified responses to American demands on defense and trade.SEGMENT 5: POWELL VS. TRUMP ON MONETARY POLICY Guest: Joseph Sternberg (London) Sternberg analyzes the brewing conflict between Federal Reserve Chairman Jerome Powell and President Trump over interest rate policy. Discussion examines Trump's public criticism of Powell, the Fed's independence, inflation concerns, and how this tension between the White House and central bank could shape economic policy and market confidence.SEGMENT 6: STARMER'S LEADERSHIP FAILURES AND CHINA EMBASSY CONCERNS Guest: Joseph Sternberg (London) Sternberg critiques Prime Minister Keir Starmer's struggling leadership and lack of clear direction for Britain. Discussion turns to Starmer's belated scrutiny of China's massive new London embassy complex, raising security concerns about the sprawling diplomatic compound and questions about why earlier governments permitted its construction without adequate review.SEGMENT 7: IRAN EXECUTIONS AND TRUMP'S PROMISE OF HELP Guest: Jonathan Schanzer (Washington, DC) Schanzer reports on the surge of executions inside Iran as the regime cracks down on dissent. Discussion covers Trump's remarks signaling support for the Iranian people, the brutal nature of the regime's repression, recent execution numbers, and whether American policy shifts could aid those suffering under Tehran's authoritarian rule.SEGMENT 8: GAZA CEASEFIRE AND POSTWAR GOVERNANCE Guest: Jonathan Schanzer (Washington, DC) Schanzer examines the fragile Gaza ceasefire and critical questions about who will govern after the fighting ends. Discussion analyzes the proposed makeup of any postwar governing board, the challenges of reconstruction, Hamas's continued presence, and regional players jockeying for influence over Gaza's future political arrangements.SEGMENT 9: GREENLAND STRATEGY AND ARCTIC AMBITIONS Guest: Mary Kissel (Former Senior Adviser to Secretary Pompeo) Kissel offers insider perspective on Trump's renewed push for Greenland, drawing on her State Department experience. Discussion examines the strategic rationale behind the proposal, Arctic security concerns, Danish and European reactions, and whether this represents serious policy or negotiating leverage for broader geopolitical objectives.SEGMENT 10: GAZA DIPLOMACY AND INVITATIONS TO ADVERSARIES Guest: Mary Kissel Kissel analyzes the peculiar diplomatic landscape surrounding Gaza negotiations, including controversial outreach to bad actors like Putin. Discussion questions the wisdom of engaging hostile powers in Middle East peacemaking, the signals this sends to allies, and how the new administration might reshape these diplomatic approaches going forward.SEGMENT 11: JAPAN'S SNAP ELECTION UNDER PM TAKAICHI Guest: Lance Gatling (Tokyo), Co-Host: Thaddeus McCotter Gatling reports from Tokyo on Prime Minister Takaichi's decision to call snap elections. Discussion covers the political calculations behind this move, Takaichi's nationalist stance, implications for US-Japan relations under the new Trump administration, and how Japanese voters are responding to shifting domestic and regional dynamics.SEGMENT 12: CHINA'S GROWING THREAT TO JAPAN Guest: Lance Gatling (Tokyo), Co-Host: Thaddeus McCotter Gatling assesses the mounting Chinese military threat facing Japan, including naval provocations and airspace incursions. Discussion examines Japan's defense posture, increased military spending, the importance of the US-Japan alliance in deterring Beijing, and how Tokyo views the security landscape with Trump returning to the White House.SEGMENT 13: NATO'S DECLINE AND THE GREENLAND CRISIS Guest: Gregory Copley Copley argues the Greenland controversy reveals deeper fractures signaling NATO's erosion. Discussion examines how the alliance has weakened through neglect and diverging interests, European defensiveness over Arctic claims, and whether the transatlantic security architecture built after World War II can survive current political and strategic pressures.SEGMENT 14: EMERGING SUNNI OR ISLAMIC NATO IN ASIA Guest: Gregory Copley Copley explores the potential formation of a new security alliance among Sunni Muslim nations in Asia. Discussion covers the strategic drivers behind such a coalition, which countries might participate, how this Islamic NATO could reshape regional power dynamics, and implications for Western alliances and Middle Eastern stability.SEGMENT 15: GREAT POWERS VERSUS SMALL STATES IN STRATEGIC THINKING Guest: Gregory Copley Copley contrasts how great powers often act impulsively while smaller states analyze carefully before moving. Discussion examines the hubris of major nations shooting from the hip on foreign policy, the advantages smaller countries gain through meticulous strategic calculation, and lessons for American policymakers in an increasingly complex world.SEGMENT 16: THE CALMING POWER OF KINGSHIP Guest: Gregory Copley Copley offers praise for monarchical systems as stabilizing forces in nations facing discontent. Discussion examines how kingship provides continuity, national unity, and legitimacy that elected leaders often cannot muster, with examples of how constitutional monarchies successfully navigate political turbulence and maintain social cohesion during crises.

Anthony and Piers return to break down a busy start to 2026. They cover Wall Street's Q4 earnings, where Morgan Stanley shines amid a wave of tech-led bond issuance, while J.P. Morgan and Goldman show mixed results.They also dig into Trump's proposed cap on credit card interest, his DOJ probe into Fed Chair Powell, and the implications for central bank credibility. Oil markets react to rising tensions in Iran and developments in Venezuela, while the latest US inflation data shows progress but risks remain.Plus, why 2026 GDP growth could surprise to the upside if inflation and wage pressures stay in check.(00:00) Intro and Overview of Key Topics(01:36) Bank Earnings: A Mixed Bag(03:39) Morgan Stanley DCM Boom(11:01) BlackRock $14 Trillion AUM(14:09) Trump's Proposed Credit Card Cap(18:19) Powell and the Fed Investigation(22:16) Geopolitics: Iran and Venezuela(27:59) CPI Trends and Economic Outlook(32:11) Wage Price Spiral

Director of Economic Research at WVU, John Deskins on the Economic Outlook he presented to state lawmakers.Retired NIOSH worker Anita Wolfe on the jobs coming back to the Centers of Disease Control. 

Some industry predictions may seem outlandish—or even impossible. But does that mean they're not worth considering? Kick off 2026 with Kevin and Macan, as they explore consensus- defying predictions that may sound absurd, but warrant closer examination. Listen in as they examine the logic behind some of industry's boldest predictions, challenging listeners to rethink what's truly possible. From a potential 50% surge in gold prices to an S&P 500 Index that could endure a bear market and still finish the year up 20%, our hosts break down the rationale, data, and market dynamics behind each scenario—examining the roles of central bank rate cuts, liquidity, momentum and investor behavior, all while underscoring the importance of diversification in an unpredictable market environment. Tune in for a lively start to 2026—and decide for yourself: are these forecasts improbable, or impossible?

Peggy Smedley and James Bohnaker, senior economist, Cushman & Wakefield, dig into some of the biggest takeaways from the latest U.S. economic outlook. He says there is a transition from resilience to cautious optimism, with inflection points across commercial real estate and property types, which is presenting opportunities in the industry. They also discuss: · Resilience and risks that are defining our economy. · Where investors are focusing their energy. · How AI and other emerging technologies are reshaping market landscape.   https://www.cushmanwakefield.com/en/united-states/insights/united-states-outlook

Like flying an airplane, the economy in 2026 will face both headwinds and tailwinds. Some sectors may see challenges, while others gain momentum. Listen to HAR Economist Dr. Ted C. Jones for an insightful discussion on the 2026 economic and real estate outlook.   Dr. Ted C Jones PowerPoint   Sign up for Free Industry News Subscriptions for HAR Members here-    https://www.harconnect.com/free-industry-news-subscriptions-for-har-members/   Are you an HAR MLS Platinum Subscriber? Join our Facebook Group! Click to join. Sign Up for your free Real Estate News Subscription here. Sign up for your free Inman Select Subscription here. Follow us on Facebook, Twitter, Instagram, YouTube , and LinkedIn.

AAF President Douglas Holtz-Eakin and Director of Energy and Environmental Policy Shuting Pomerleau join us to discuss the economic outlook, another government-funding deadline, and Venezuelan oil's potential impact on energy markets. Apple: podcasts.apple.com/us/podcast/the-…st/id1462191777 Spotify: open.spotify.com/show/7aWwYw3EKPmTqLQMbRGR2e

Register now for the Dairy Strong conference Jan. 14-15 in Green Bay, Wisconsin. What will 2026 bring the dairy economy? Our guest emphasizes the importance of understanding demand curves and offers actionable insights for farmers to navigate the challenges ahead. Dairy Stream host, Joanna Guza, and guest David Widmar of AEI discuss the following topics:  Reflecting on Historical Contexts Current Financial Health of U.S. Agriculture Commodity Prices Outlook for 2026 Trade Dynamics and Their Impact Artificial Intelligence in Agriculture Labor and Immigration Policy Effects Risk Management Strategies for Farmers Ad Hoc Policies and Their Implications Demand Curves and Economic Insights Key Action Items for Farmers in 2026 About the guest David Widmar is an ag economist specializing in trends and conditions across the farm economy. He is the managing partner of Ag Economic Insights (AEI.ag), which he co-founded with Dr. Brent Gloy in 2014. AEI is a trusted source of insight for thousands of ag professionals who subscribe to the free weekly newsletter, AEI Premium, or various data offerings. Before founding AEI, Mr. Widmar was a researcher at Purdue University. He holds degrees from Kansas State University and Purdue University.  Compeer Financial is proud partner of Dairy Stream.  Learn more about Dairy Stream sponsorship. This podcast is produced by the Voice of Milk, a collaboration of individual dairy organizations working to improve the future of dairy farm families. Become a sponsor, share an idea or feedback by emailing podcast@dairyforward.com.  Join us at Dairy Strong on January 14-15 in Green Bay, Wisconsin. Gain timely political updates, dive into the dynamics of producer-processor relationships and learn strategies to sustain a stronger future for dairy through innovation and collaboration. United together, we're leading with purpose—one person, one policy and one farm at a time. To learn more, visit dairystrong.org. Recorded 12.17.25

On this episode of the South Carolina Lede for January 6, 2026, we give you the Lede 2026 economic outlook for South Carolina, thanks to USC Darla Moore School of Business research economist Dr. Joey Von Nessen.

The Dairy Streamlet is a condensed version of a long Dairy Stream episode and covers the high-level points of the conversation. If this topic interest you, then listen to the full episode on Jan. 7. Dairy Stream host, Joanna Guza, and guest David Widmar of Ag Economic Insights discuss historical parallels, the current financial health of U.S. agriculture, outlook for commodity prices, impact of trade dynamics, the role of artificial intelligence and what to keep an eye on in 2026. Register now for the Dairy Strong conference Jan. 14-15 in Green Bay, Wisconsin About the guest David Widmar is an ag economist specializing in trends and conditions across the farm economy. He is the managing partner of Ag Economic Insights (AEI.ag), which he co-founded with Dr. Brent Gloy in 2014. AEI is a trusted source of insight for thousands of ag professionals who subscribe to the free weekly newsletter, AEI Premium, or various data offerings. Before founding AEI, Mr. Widmar was a researcher at Purdue University. He holds degrees from Kansas State University and Purdue University.  Compeer Financial is proud partner of Dairy Stream.  Learn more about Dairy Stream sponsorship. This podcast is produced by the Voice of Milk, a collaboration of individual dairy organizations working to improve the future of dairy farm families. Become a sponsor, share an idea or feedback by emailing podcast@dairyforward.com.  Join us at Dairy Strong on January 14-15 in Green Bay, Wisconsin. Gain timely political updates, dive into the dynamics of producer-processor relationships and learn strategies to sustain a stronger future for dairy through innovation and collaboration. United together, we're leading with purpose—one person, one policy and one farm at a time. To learn more, visit dairystrong.org.

This week on TrendsTalk, ITR Economist and Speaker Taylor St. Germain breaks down the 2026 economic outlook after a challenging 2025. Growth is returning across GDP, industrial production, and business investment, but higher labor, electricity, and tariff-related costs threaten margins. Which sectors are positioned to improve, and what should leaders focus on now to stay profitable and prepare for the 2030s? Check out a Trends Report Free Preview here → https://hubs.la/Q03ybVV00

Barron's Senior Economics Writer Megan Leonhart speaks with James Knightley, ING's chief international economist based in New York, about some of his bolder predictions for what lies ahead for the U.S. economy. We'll break down how employment, inflation, economic growth and rate policy will likely to unfold for investors in 2026. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Honolulu Police Department discusses the latest enforcement actions on illegal fireworks; Hawaiʻi Business Magazine's Cynthia Wessendorf reports on what industry leaders are forecasting for 2026

“AI is going to be transformational for the credit union industry.” – Steve RickThank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together. Today's episode is the second part of a very special four-part series brought to you by TruStage! My guest on today's show is Steve Rick, Chief Economist at TruStage. Listen as he takes a good look at what 2026 may have in store for credit unions and the members they serve. We start with where inflation, GDP, and the labor market appear to be heading—as well as why tariffs and immigration policy are likely to show up in everyday prices sooner than expected. Steve explains why inflation could push past 3% in early 2026 and how that reality continues to shape the Federal Reserve's cautious approach to interest rates.Steve gets into what many leaders are watching the most closely: rate cuts. He breaks down why the Fed is expected to gradually ease rates throughout 2026, how close we are to what economists consider a “neutral” rate, and why concerns about rising unemployment are guiding such decisions. From there, our conversation turns to credit unions, with Steve sharing his outlook for loan growth, deposits, and earnings, and we talk about consumer uncertainty, the impact of loans made during the ultra-low-rate years, and what all of this means for balance sheets this coming year.As we wrap up the episode, Steve and I spend time talking about workforce trends and AI, where productivity gains are changing hiring patterns, reshaping call centers and lending teams, and even impacting recent college graduates trying to enter the job market. I hope that you enjoy my conversation with Steve Rick!Find the full show notes on cuinsight.com.Connect with Steve:Steve Rick, Chief Economist of TruStagetrustage.comSteve: LinkedInTruStage: LinkedIn | Instagram | Facebook | YouTubeIn this episode:[0:52] - Steve reveals how tariffs and tighter immigration push prices higher, potentially lifting inflation above 3% in early 2026.[2:17] - Expect gradual Fed rate cuts toward a neutral 3% as officials guard against rising unemployment.[4:05] - Steve explains how loan growth improves to about 5%, while deposits rise 6%.[5:25] - Earnings improve as margins widen and costs stay in check, with AI playing an expanding role.[6:48] - AI-driven efficiency slows hiring, cutting projected workforce growth to roughly 1% next year.[7:59] - Steve further touches upon how recent graduates face tougher entry as unemployment nears 10%.

The US economy is expected to grow faster this year. 

This is the time of year when we share with you some excerpts from the most recent University of South Carolina Darla Moore School of Business Economic Outlook Conference. Today's excerpt comes from Laura Ullrich, Director of Economic Research, Indeed, Inc.

Nokukhanya Mntambo speaks to Dr Dale McKinley, Political Economist, about South Africa’s economic performance in 2025 and the outlook for 2026, unpacking key finance, business and policy considerations. In other interviews, Siba Njoba, Director and Wealth Manager, discusses financial planning for new families, while clinical psychologist Charity Mkone explores how individuals can overcome imposter syndrome. The show also features SATSA Chairperson Oupa Pilane on why Gen Z is prioritising travel over family time, and sports business specialist Nqobile Ndlovu on the growing commercial and branding opportunities within the business of sport. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Last year “was wild,” Jason Ware says, but he is “encouraged” by what he saw. “We're still the most dynamic economy with the best economies in the world,” he argues, and doesn't expect that to change in 2026. George Seay agrees, saying he is “constructive and optimistic,” but expects more choppiness and thinks it will be a “bigger lift” than last year for growth. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Stocks kicked off trading in the new year on a positive note with US equity-index futures advancing, while gold and silver gained. Trading is thin across the Asia-Pacific, with several markets shut for the holidays. Also, South Korea's exports maintained growth momentum, supported by strong semiconductor demand, easing concerns over global trade protectionism and tariff-related uncertainty that had weighed on the country for much of the year. For more on the market action, we turn to Paul Dobson, Bloomberg's Executive Editor for Asia Markets. Chinese President Xi Jinping says China has met the targets in its 14th Five-Year Plan for economic development in the 2021-2025 period, according to his New Year's Eve message. Xi highlights achievements in AI large models and chip R&D, and says China has become one of the economies with the fastest growing innovation capabilities. For more on the outlook for the Chinese economy for the year and what is ahead for the Asia Pacific, we speak to Stephanie Leung, Chief Investment Officer at StashAway. See omnystudio.com/listener for privacy information.

This is the time of year when we share with you some excerpts from the most recent University of South Carolina Darla Moore School of Business Economic Outlook Conference. Today's excerpt comes from Laura Ullrich, Director of Economic Research, Indeed, Inc.

Original Release Date: November 25, 2025Our Chief U.S. Economist Michael Gapen breaks down how growth, inflation and the AI revolution could play out in 2026.Read more insights from Morgan Stanley.----- Transcript -----Michael Gapen: Welcome to Thoughts on the Market. I'm Michael Gapen, Morgan Stanley's Chief U.S. Economist.Today I'll review our 2026 U.S. Economic Outlook and what it means for growth, inflation, jobs and the Fed.It's Tuesday, November 25th, at 10am in New York.If 2025 was the year of fast and furious policy changes, then 2026 is when the dust settles.Last year, we predicted slow growth and sticky inflation, mainly because of strict trade and immigration policies – and this proved accurate. But this year, the story is changing. We see the U.S. economy finally moving past the high-uncertainty phase. Looking ahead, we see a return to modest growth of 1.8 percent in 2026 and 2 percent in 2027. Inflation should cool but it likely won't hit the Fed's 2 percent target. By the end of 2026, we see headline PCE inflation at 2.5 percent, core inflation at 2.6 percent, and both stay above the 2 percent target through 2027. In other words, the inflation fight isn't over, but the worst is behind us.So, if 2025 was slow growth and sticky inflation, then 2026 and [20]27 could be described as moderate growth and disinflation. The impact of trade and immigration policies should fade, and the economic climate should improve. Now, there are still some risks. Tariffs could push prices higher for consumers in the near term; or if firms cannot pass through tariffs, we worry about additional layoffs. But looking ahead to the second half of 2026 and beyond, we think those risks shift to the upside, with a better chance of positive surprises for growth.After all, AI-related business spending remains robust and upper income consumers are faring well. There is reason for optimism. That said, we think the most likely path for the economy is the return to modest growth. U.S. consumers start to rebound, but slowly. Tariffs will keep prices firm in the first half of 2026, squeezing purchasing power for low- and middle-income households. These households consume mainly through labor market income, and until inflation starts to retreat, purchasing power should be constrained.Real consumption should rise 1.6 percent in 2026 and 1.8 [percent] in 2027 – better, but not booming. The main culprit is a labor market that's still in ‘low-hire, low-fire' mode driven by immigration controls and tariff effects that keep hiring soft. We see unemployment peaking at 4.7 percent in the second quarter of 2026, then easing to 4.5 percent by year-end. Jobs are out there, but the labor market isn't roaring. It'll be hard for hiring to pick up until after tariffs have been absorbed.And when jobs cool, the Fed steps in. The Fed is cutting rates – but at a cost. After two 25 basis point rate cuts in September and October, we expect 75 basis points more by mid 2026, bringing the target range to 3.0-3.25 percent. Why? To insure against labor market weakness. But that insurance comes with a price: inflation staying above target longer. Think of it as the Fed walking a tightrope—lean too far toward jobs, and inflation lingers; lean too far toward inflation, and growth stumbles. For now the Fed has chosen the former.And how does AI fit into the macro picture? It's definitely a major growth driver. Spending on AI-related hardware, software, and data centers adds about 0.4 percent to growth in both 2026 and 2027. That's roughly 20 percent of total growth. But here's the twist: imports dilute the impact. After accounting for imported tech, AI's net contribution falls sharply. Still, we expect AI to boost productivity by 25-35 basis points by 2027, over our forecast horizon, marking the start of a new innovation cycle. In short: AI is planting the seeds now for bigger gains later.Of course, there are risks to our outlook. And let me flag three important ones. First, demand upside – meaning fiscal stimulus and business optimism push growth higher; under this scenario inflation stays hot, and the Fed pauses cuts. If the economy really picks up, then the Fed may need to take back the risk management cuts it's putting in now. That would be a shock to markets. Second, there's a productivity upside – in which case AI delivers bigger productivity gains, disinflation resumes, and rates drift lower. And lastly, a potential mild recession where tariffs and tight policy bite harder, GDP turns negative in early 2026, and the Fed slashes rates to near 1 percent. So in summary: 2026 looks to be a transition year with less drama but more nuance, as growth returns and inflation cools, while AI keeps rewriting the playbook.Thanks for listening. If you enjoy the show, please leave us a review wherever you listen and share Thoughts on the Market with a friend or colleague today.

This is the time of year when we share with you some excerpts from the most recent University of South Carolina Darla Moore School of Business Economic Outlook Conference. Today's excerpt comes from Laura Ullrich, Director of Economic Research, Indeed, Inc.

Journalist Khalil Hachem discussed the economy with Dr. Vivek Singh, a professor of finance at the University of Michigan-Dearborn. Abbas Alawieh discussed his bid for the state senate next year. The episode was broadcast on December 26, 2025 US Arab Radio can be heard on wnzk 690 AM, WDMV 700 AM, and WPAT 930 AM. Please visit: www.facebook.com/USArabRadio/ Web site : arabradio.us/ Online Radio: www.radio.net/s/usarabradio Twitter : twitter.com/USArabRadio Instagram : www.instagram.com/usarabradio/ Youtube : US Arab Radio

This is the time of year when we share with you some excerpts from the most recent University of South Carolina Darla Moore School of Business Economic Outlook Conference. Today's excerpt comes from Laura Ullrich, Director of Economic Research, Indeed, Inc.

Economists believe the economy will grow faster next year.

In this episode, Mike Babbitt from Synovus is on the podcast to talk about the inherent risks associated with importing goods, and how you can reduce that risk especially when starting with new suppliers. He shares various strategies to illustrate these challenges, and the importance of understanding the international trade landscape.   Mike Babbitt, Synovus's Head of Trade and Supply Chain Finance Origination, is on the podcast today to talk about the various risks that importers (and exporters) are facing in 2025 and 2026 and how you as an importer can protect yourself when importing.    Mike also talks about the various trends he's observed over the years and how we're slowly moving to a "just right" inventory model.    If you're looking to expand your product portfolio with new suppliers, this episode may be for you.    Timestamps 00:00 - Introduction to International Trade and Sonovus Bank 02:56 - Understanding Risks in Importing and Exporting 05:55 - Mitigating Risks with Letters of Credit 09:02 - Practical Scenarios for Using Letters of Credit 11:55 - Exploring Trade Financing Mechanisms 14:57 - Current Trends in Importing and Exporting 17:54 - Reconfiguring Supply Chains and Reshoring 21:06 - Economic Outlook and Consumer Confidence 24:01 - Conclusion and Contact Information Mike, thanks for coming on the podcast. If you'd like to reach out to Mike, you can check him out on his LinkedIn page here.   As always, if you have any questions or anything that you need help with, leave a comment down below if you're interested.   Don't forget to leave us a review on iTunes if you enjoy our content.   Thanks for listening!   Until next time, happy selling!

This is the time of year when we share with you some excerpts from the most recent University of South Carolina Darla Moore School of Business Economic Outlook Conference. Today's excerpt comes from Cody Thacker, Vice President of Commercial Operations, Scout Motors.

This is the time of year when we share with you some excerpts from the most recent University of South Carolina Darla Moore School of Business Economic Outlook Conference. Today's excerpt comes from Doug Woodward, professor of economics, Darla Moore School of Business.

This is the time of year when we share with you some excerpts from the most recent University of South Carolina Darla Moore School of Business Economic Outlook Conference. Today's excerpt comes from Doug Woodward, professor of economics, Darla Moore School of Business.

1. Christmas and Its Religious Significance The discussion begins with warm holiday greetings and reflections on the meaning of Christmas. Emphasis is placed on celebrating the birth of Jesus Christ, highlighting its spiritual importance over commercial aspects like gifts and Santa Claus. Ben and the Senator share personal traditions, such as reading Luke Chapter 2 during Christmas dinner, and discuss cultural practices (e.g., Cuban Christmas Eve celebrations with roasted pig vs. vegetarian meals). There’s commentary on a resurgence of faith among younger generations, citing record-breaking Bible sales in 2025. 2. Economic Outlook and Media Bias The conversation shifts to positive economic news: U.S. GDP growth of 4.3% in Q3, the strongest in two years. They argue this growth contradicts negative media predictions and accuse mainstream outlets of political bias. Key points include: Strong consumer spending during Black Friday and Cyber Monday. Positive impacts of trade policy, tax cuts, and deregulation under President Trump. Criticism of media framing economic success negatively compared to previous administrations. 3. Welfare Fraud and Systemic Issues Historic fraud in Minnesota’s Medicaid and welfare programs, estimated at $9 billion, and allegations that funds were diverted to terrorist organizations like Al Shabab. Predicting similar fraud in other Democratic-led states (California, New York, Illinois). Wall Street Journal op-ed by Phil Gramm and John Early is mentioned about structural flaws in the U.S. welfare system: Welfare spending has surged 765% over 50 years, now costing $1.4 trillion annually. Many benefits are not counted as income, creating misleading poverty statistics and perpetuating dependency. The argument advocates for welfare reform to encourage work and reduce generational poverty. Please Hit Subscribe to this podcast Right Now. Also Please Subscribe to the 47 Morning Update with Ben Ferguson and The Ben Ferguson Show Podcast Wherever You get You're Podcasts. And don't forget to follow the show on Social Media so you never miss a moment! Thanks for Listening YouTube: https://www.youtube.com/@VerdictwithTedCruz/ Facebook: https://www.facebook.com/verdictwithtedcruz X: https://x.com/tedcruz X: https://x.com/benfergusonshowYouTube: https://www.youtube.com/@VerdictwithTedCruzSee omnystudio.com/listener for privacy information.

This is the time of year when we share with you some excerpts from the most recent University of South Carolina Darla Moore School of Business Economic Outlook Conference. Today's excerpt comes from Joey Von Nessen, chief economist at the Moore School's Division of Research.

Economist Carl Bonham from the University of Hawaii Economic Research Organization discusses what's in store for the state's economy in 2026, including the impact from Hawaii's minimum wage increase. And from the New Year's deadly fireworks accident to ICE raid arrests, HNN's Daryl Huff helps break down some of the top news stories from 2025.See omnystudio.com/listener for privacy information.

This is the time of year when we share with you some excerpts from the most recent University of South Carolina Darla Moore School of Business Economic Outlook Conference. Today's excerpt comes from Joey Von Nessen, chief economist at the Moore School's Division of Research.

William Lee and Rick Pederson discuss the U.S. economic outlook. Lee notes strong GDP productivity, a weakening labor market, and Fed policy risk. Pedersen highlights that core inflation is elevated and fewer fed cuts.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

This is the time of year when we share with you some excerpts from the most recent University of South Carolina Darla Moore School of Business Economic Outlook Conference. Today's excerpt comes from Joey Von Nessen, chief economist at the Moore School's Division of Research.

William Blair macro analyst Richard de Chazal discusses why 2026 looks brighter for the economy, exploring the impact of AI-driven investment, evolving policy risks, and the surprising strength of the American consumer. *This episode was recorded December 16th, 2025

In this special holiday edition, Emmaline Aliff is joined by Equifax Advisors Tom O'Neill, Dave Sojka, Jesse Hardin, and Maria Urtubey for a “Santa Scorecard” look back at what was naughty or nice in the 2025 economy, and what may change in 2026. The group unpacks AI adoption, rate cuts, equity market resiliency, and rising consumer stress signals—from student loans to auto and mortgage delinquencies. They close with 2026 resolutions, including what they're watching most closely.Economist Shandor Whitcher from Moody's Analytics provides this episode's macroeconomic update.What are the key economic themes discussed?·       AI adoption at the personal and industry level—and its economic impact·       The state of inflation, growth, and consumer sentiment·       Federal Reserve rate cuts and what they mean for credit, housing, and auto loans·       Equity market resiliency and the role of higher-income households·       Rising delinquencies in student loans, auto, and mortgages·       Government shutdowns and gaps in economic data·       The persistence—and possible evolution—of the K-shaped economyWhat are the biggest risks heading into 2026?The panel highlights labor market softening, affordability pressures, consumer reliance on credit, and uncertainty around policy, tariffs, and inflation.What are the key takeaways for businesses and lenders?·       Consumer financial health is increasingly uneven across income tiers·       Credit performance signals require closer monitoring in 2026·       AI and alternative data sources are becoming essential for economic insight·       Adaptability and resilience will be critical as uncertainty continuesHave feedback or want to be a guest?Contact the Equifax Advisors team at riskadvisors@equifax.com. 

In this episode, the Market Radar team joins the show to discuss why markets have struggled to trend, how Market Radar's models navigate slowdowns versus true risk-off regimes, and what growth, inflation, and liquidity signals are actually saying beneath the headlines. We also cover finding real macro signals from the noise and their predictions for 2026. Enjoy! __ Follow Market Radar: https://x.com/themarketradar Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx __ Grayscale offers more than 30 different crypto investment products. Explore the full suite at grayscale.com. Invest in your share of the future. Investing involves risk and possible loss of principal. https://www.grayscale.com/?utm_source=blockworks&utm_medium=paid-other&utm_campaign=brand&utm_id=&utm_term=&utm_content=audio-forwardguidance — Timestamps: (00:00) Introduction (03:29) Risk-Off Pivot (07:28) Unpacking System Triggers (12:26) Grayscale Ad (13:05) Regime Map: Growth vs Inflation Impulses (17:13) Inflation Expectations (23:02) Debasement & K-Shaped Economy (25:17) Finding Signal From Conflicting Inputs (32:17) Grayscale Ad (33:04) The Right Way To Think About Liquidity (40:36) 2026 Rate Cut Predictions (47:46) Economic Outlook & Being Systematic (50:49) Final Thoughts __ Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed. #Macro #Investing #Markets #ForwardGuidance

This week on LPL Market Signals, LPL's Chief Equity Strategist Jeff Buchbinder and Chief Economist Jeffrey Roach recap last week's market tug-of-war between the AI theme and the Federal Reserve, share LPL Research's economic outlook for 2026, and highlight economic data to watch this week as the economic calendar has some catching up to do. Tracking #837730

Larry Werther offers a cautiously optimistic outlook on the U.S. economy, highlighting the resilience of the consumer sector despite softening labor markets and elevated stock valuations. He discusses the nuances of a K-shaped economy, where upper-income spending remains robust, while lower and middle-income households face increasing pressure. Werther also delves into the transformative potential of artificial intelligence, acknowledging both its promise and the inevitable market corrections for certain AI stocks, drawing parallels to past tech bubbles.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Chris is Managing Partner with KPMG with responsibility for the Bay Area and the Pacific Northwest. In the interview Chris references two KPMG studies that are available to listeners :KPMG's CEO Outlook SurveyKPMG's American Worker Survey

The new jobs numbers are out and they're up. Plus, unemployment ticks up. 

We've heard enough from the pessimists. Yes, these are hard times, but what investors, business owners and all of us need right now is not more despair about the economy, but a clear roadmap towards growth and prosperity. In October 2025, Jeremy Hunt came to the Intelligence Squared stage to share his vision of how we can achieve economic renewal. Hunt's optimism is grounded in the authority of experience. As a former Chancellor of the Exchequer, Foreign Secretary and Health Secretary, he held some of the most demanding government offices during an extraordinarily turbulent time in recent history. Drawing on the themes of his new book Can We Be Great Again?, he challenged the fatalism that dominates so much of today's public debate. While candid about Britain's weaknesses, he argued that on issues ranging from European security and global trade to climate, migration and the future of democracy, the UK still has the potential to lead — if it chooses to act like a country that matters. Hunt was in conversation with BBC journalist Jonny Dymond for this instalment of the Intelligence Squared Economic Outlook series, in partnership with Guinness Global Investors. The event was a wide-ranging discussion with one of Britain's most experienced leaders on how the country can get back on track, at home and on the world stage. --- This recording is part of The Intelligence Squared Economic Outlook series of events made in partnership with Guinness Global Investors, an independent British fund manager that helps both individuals and institutions harness the future drivers of growth to achieve their investment goals. To find out more visit: https://www.guinnessgi.com/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

For the most powerful voice in Michigan business, it's the Michigan Chamber Business Brief with President and CEO Jim Holcomb. Jim delivers a high-level wrap-up of the year and a clear-eyed look ahead to 2026, highlighting major concerns for employers as Michigan considers more than doubling the state income tax, a move that could hit small businesses especially hard. He also tackles the state's ongoing education crisis, the competitiveness challenges facing Michigan's economy, and why the upcoming elections will determine whether these issues get solved or get worse. The segment closes with a call for business leaders and citizens alike to get involved and make their voices heard: Make your voice heard! Join today at MIChamber.com/membership

A CDC advisory panel has voted to roll back Hepatitis B vaccines for newborns. If approved, it could reverse 30 years of gains in fighting the liver disease. We also look how Hollywood is responding Netflix purchasing Warner Bros. And we look at a series of economic indicators and how the Federal Reserve might respond to in their meeting next week.Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy

LPL Financial Chief Economist Jeffrey Roach shares insights on small business challenges, labor market trends, and economic tailwinds shaping 2026. Tracking: #833546

It's common knowledge that good performance in midterm elections hinges on one key issue: the economy. The Left knows this, and it knows that Trump's economy is not only doing better than last year at this time during the Biden administration, but it's doing better than any time in history. Victor Davis Hanson explains the strategy behind the Democrats' attempt to distract Americans from booming growth before the 2026 midterms on today's episode of “Victor Davis Hanson: In a Few Words.” “The economy is going to boom in 2026 and the Left knows that. So, what is their strategy? Don't talk about the Trump economy. And we've seen what? Go after Tesla. Firebomb Tesla dealerships. Drive Tesla off, automobiles off the road because Elon Musk was the prince of darkness and he was involved in DOGE. Demonize DOGE. Go after ICE. Have street theater. Have riots. Call them Gestapo. Say they're worse than Hitler. Go after the National Guard that has cleaned up Washington, D.C. Encourage massive resistance. Call it illegal. Shut down the government.”

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Our Chief U.S. Economist Michael Gapen breaks down how growth, inflation and the AI revolution could play out in 2026.Read more insights from Morgan Stanley.----- Transcript -----Michael Gapen: Welcome to Thoughts on the Market. I'm Michael Gapen, Morgan Stanley's Chief U.S. Economist.Today I'll review our 2026 U.S. Economic Outlook and what it means for growth, inflation, jobs and the Fed.It's Tuesday, November 25th, at 10am in New York.If 2025 was the year of fast and furious policy changes, then 2026 is when the dust settles.Last year, we predicted slow growth and sticky inflation, mainly because of strict trade and immigration policies – and this proved accurate. But this year, the story is changing. We see the U.S. economy finally moving past the high-uncertainty phase. Looking ahead, we see a return to modest growth of 1.8 percent in 2026 and 2 percent in 2027. Inflation should cool but it likely won't hit the Fed's 2 percent target. By the end of 2026, we see headline PCE inflation at 2.5 percent, core inflation at 2.6 percent, and both stay above the 2 percent target through 2027. In other words, the inflation fight isn't over, but the worst is behind us.So, if 2025 was slow growth and sticky inflation, then 2026 and [20]27 could be described as moderate growth and disinflation. The impact of trade and immigration policies should fade, and the economic climate should improve. Now, there are still some risks. Tariffs could push prices higher for consumers in the near term; or if firms cannot pass through tariffs, we worry about additional layoffs. But looking ahead to the second half of 2026 and beyond, we think those risks shift to the upside, with a better chance of positive surprises for growth.After all, AI-related business spending remains robust and upper income consumers are faring well. There is reason for optimism. That said, we think the most likely path for the economy is the return to modest growth. U.S. consumers start to rebound, but slowly. Tariffs will keep prices firm in the first half of 2026, squeezing purchasing power for low- and middle-income households. These households consume mainly through labor market income, and until inflation starts to retreat, purchasing power should be constrained.Real consumption should rise 1.6 percent in 2026 and 1.8 [percent] in 2027 – better, but not booming. The main culprit is a labor market that's still in ‘low-hire, low-fire' mode driven by immigration controls and tariff effects that keep hiring soft. We see unemployment peaking at 4.7 percent in the second quarter of 2026, then easing to 4.5 percent by year-end. Jobs are out there, but the labor market isn't roaring. It'll be hard for hiring to pick up until after tariffs have been absorbed.And when jobs cool, the Fed steps in. The Fed is cutting rates – but at a cost. After two 25 basis point rate cuts in September and October, we expect 75 basis points more by mid 2026, bringing the target range to 3.0-3.25 percent. Why? To insure against labor market weakness. But that insurance comes with a price: inflation staying above target longer. Think of it as the Fed walking a tightrope—lean too far toward jobs, and inflation lingers; lean too far toward inflation, and growth stumbles. For now the Fed has chosen the former.And how does AI fit into the macro picture? It's definitely a major growth driver. Spending on AI-related hardware, software, and data centers adds about 0.4 percent to growth in both 2026 and 2027. That's roughly 20 percent of total growth. But here's the twist: imports dilute the impact. After accounting for imported tech, AI's net contribution falls sharply. Still, we expect AI to boost productivity by 25-35 basis points by 2027, over our forecast horizon, marking the start of a new innovation cycle. In short: AI is planting the seeds now for bigger gains later.Of course, there are risks to our outlook. And let me flag three important ones. First, demand upside – meaning fiscal stimulus and business optimism push growth higher; under this scenario inflation stays hot, and the Fed pauses cuts. If the economy really picks up, then the Fed may need to take back the risk management cuts it's putting in now. That would be a shock to markets. Second, there's a productivity upside – in which case AI delivers bigger productivity gains, disinflation resumes, and rates drift lower. And lastly, a potential mild recession where tariffs and tight policy bite harder, GDP turns negative in early 2026, and the Fed slashes rates to near 1 percent. So in summary: 2026 looks to be a transition year with less drama but more nuance, as growth returns and inflation cools, while AI keeps rewriting the playbook.Thanks for listening. If you enjoy the show, please leave us a review wherever you listen and share Thoughts on the Market with a friend or colleague today.