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Robert Peston is one of Britain's most trusted journalists. A fixture in British politics and business coverage, he came to national prominence as Business Editor and then Economics Editor at the BBC, where he revealed the crises at Northern Rock and RBS, the emergency rescue of HBOS, and the tumult around the credit crunch, bailouts, and austerity. Today he hosts his namesake flagship politics and current affairs show, Peston, as ITV's Political Editor, and co-hosts The Rest is Money with Steph McGovern where he continues to help audiences make sense of the fast-evolving worlds of business and finance. In July 2026 Peston joined us for the Intelligence Squared Economic Outlook. In conversation with BBC broadcaster Jonny Dymond, he explored the key challenges and opportunities facing today's domestic, European, and global economies. Peston answered questions on our most pressing issues today. Has Keir Starmer successfully seen off a Labour Party coup, and will his government finally be able to deliver growth? In the face of war in the Middle East, how exposed is Britain to renewed instability in energy markets and the wider global economy? And what should policymakers do now to restore confidence, encourage investment and navigate a more volatile international landscape? He also discussed The Kill Switch, the new novel in his bestselling crime thriller series, set at the intersection of media, money and political power. --- --- 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
The financial health of the American consumer is top of mind these days, and no one better to discuss it with than Emmaline Aliff of Equifax and our own consumer maven, Mike Brisson, join the podcast to dig into the evidence. While the consumer sector as a whole remains resilient, the story differs dramatically across the thrivers, the strivers, and the survivors. We also unpack a week full of inflation data with Matt Colyar, who helps us sort through the numbers and their implications for the economic outlook. Guest: Emmaline Aliff, Advisory Leader, Equifax Hosts: Mark Zandi – Chief Economist, Moody's Analytics, Cris deRitis – Deputy Chief Economist, Moody's Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody's Analytics Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you. To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
In this episode of Ibec Responds, @Alan Sherlock, External Affairs Manager, sits down with @Gerard Brady, Head of National Policy and Chief Economist and @Hazel Ahern-Flynn, Senior Economist to discuss the key findings from our latest Economic Outlook report [link]. We are currently navigating a period of intense global volatility. From the dramatic "whiplash" trade effects driven by anticipated US tariffs to the staggering rise of AI-enabling goods, our economic landscape is shifting rapidly. Meanwhile, Irish businesses are feeling the pinch of a cooling domestic labour market and rising operational costs. Alan, Ger and Hazel also use this moment to reiterate our call for the deployment of the National Training Fund. Unlocking this fund is essential to support the workforce transition, prepare our people for the future of work, and firmly establish Ireland as a frontrunner in the emerging global economy. Thank you for listening. To explore all of Ibec's podcast offering, visit here. Make sure to follow Ibec Podcasts to stay up to date with new episodes.
IBEC's Economic Outlook reports that the impact of AI on the labour market is still not clear. But early signs show significant effects on trade and investment. It also suggests domestic demand growth of 3.3% for 2026, while inflation is expected to land around 3.5% for the year. Joe Lynam discusses this further with Gerard Brady, Chief Economist and Head of National Policy of IBEC.
Crédito y Caución presenta su último Economic Outlook, el informe de Atradius sobre la economía global, que analiza las previsiones para 2026 en un contexto marcado por tensiones geopolíticas y transformaciones tecnológicas. Vanesa Santos, responsable de comunicación de Crédito y Caución, detalla los principales hallazgos de este análisis exhaustivo.
IBEC's Economic Outlook reports that the impact of AI on the labour market is still not clear. But early signs show significant effects on trade and investment. It also suggests domestic demand growth of 3.3% for 2026, while inflation is expected to land around 3.5% for the year. Joe Lynam discusses this further with Gerard Brady, Chief Economist and Head of National Policy of IBEC.
Prath Reddy, CFA, serves as the CEO of Percent, where he was instrumental in setting the company's trajectory since its inception. With a solid background in financial services, particularly in investment banking and capital markets, Prath leads the revenue-driving sectors, including Capital Markets, Credit, Compliance, and Business Development, and maintains a Board Observer position.
Life, Culture and Current Events from a Biblical Perspective with Neil Johnson.Your support sends the gospel to every corner of Australia through broadcast, online and print media: https://vision.org.au/donateSee omnystudio.com/listener for privacy information.
Job openings rise to a two-year high, and job cuts dropped in June.
In this episode, host Kevin interviews Dr. John T. Harvey, the "cowboy economist," about inflation and economic policy. Dr. Harvey distinguishes between demand-pull and cost-push inflation, criticizing the Federal Reserve's focus on core CPI while excluding food and energy prices. He challenges conventional thinking about government debt, supports paying living wages despite inflationary effects, and warns about America's short-term economic thinking compared to China's long-term planning. Dr. Harvey argues the Fed has limited ability to control inflation and that misallocation of resources, rather than debt itself, is America's primary economic concern.(01:47) – Demand-Pull vs. Cost-Push Inflation: Understanding the Difference(04:39) – Trimmed Inflation Explained: Better Data or Statistical Smoke and Mirrors?(12:16) – Corporate Profits, Market Concentration, and the Real Drivers of Post-COVID Inflation(20:44) – The Fed's 2% Inflation Target: Is It Still Realistic?(30:42) – The Future of the U.S. Dollar, National Debt, and America's Economic Outlook(41:11) – Quick Fire Round: Inflation Myths, Interest Rates, and What's NextNEWSLETTER (WHAT NOW): https://substack.com/@9icapital?r=2eig6s&utm_campaign=profile&utm_medium=profile-page Follow Us: youtube: / @9icap Linkedin: / kevin-thompson-ricp%c2%ae-cfp%c2%ae-74964428 facebook: / mlb2cfp Buy MLB2CFP Here: https://www.amazon.com/MLB-CFP%C2%AE-90-Feet-Counting-ebook/dp/B0BLJPYNS4 Website: http://www.9icapitalgroup.com Hit the subscribe button to get new content notifications. Corrections: Editing by http://SwoleNerdProductions.com Disclosure: https://sites.google.com/view/9idisclosure/disclosure
Kiwibank believes there's no need to increase the Official Cash Rate just yet. They believe the figure should be held at 2.25% when the Reserve Bank reviews it next week. Kiwibank Chief Economist Jarrod Kerr told Mike Hosking that oil prices were a temporary shock and some of the fears around secondary inflationary pressures haven't eventuated. He told Mike Hosking that wages are still very soft and the economy is still recovering, so there's no need to hike rates just yet. LISTEN ABOVE See omnystudio.com/listener for privacy information.
Emmanuel Macron. Demis Hassabis. Volodymyr Zelenskiy. George Soros. Mark Carney. Christine Lagarde. Ray Dalio. Leena Nair. Few journalists have spent more time questioning the people who shape the global economy than Francine Lacqua. As Editor-at-large at Bloomberg and host of Leaders with Francine Lacqua on Bloomberg TV, Lacqua has interviewed many of the most influential political and business leaders of our time. Across hundreds of conversations with presidents, CEOs, central bankers and founders she has built a rare understanding of how leadership operates at the highest levels of power. In June 2026, Lacqua joined us live on stage for a special instalment of The Intelligence Squared Economic Outlook, our flagship series examining the forces shaping global markets, politics and business. In conversation with BBC broadcaster Jonny Dymond, she reflected on the leaders she has encountered throughout her career – and the defining decisions they faced during moments of economic uncertainty, geopolitical tension and technological change. What distinguishes leaders who succeed in turbulent times? How do the best decision-makers balance political pressure, economic risk and long-term strategy? And what kinds of leaders does today's increasingly volatile world demand? 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/ --------- This is the first instalment of a two-part episode. If you'd like to become a Member and get access to all our full ad free conversations, plus all of our Members-only content, just visit intelligencesquared.com/membership to find out more. For £4.99 per month you'll also receive: - Full-length and ad-free Intelligence Squared episodes, wherever you get your podcasts - Bonus Intelligence Squared podcasts, curated feeds and members exclusive series - 15% discount on livestreams and in-person tickets for all Intelligence Squared events ... Or Subscribe on Apple for £4.99: - Full-length and ad-free Intelligence Squared podcasts - Bonus Intelligence Squared podcasts, curated feeds and members exclusive series … Already a subscriber? Thank you for supporting our mission to foster honest debate and compelling conversations! Visit intelligencesquared.com to explore all your benefits including ad-free podcasts, exclusive bonus content and early access. … Subscribe to our newsletter here to hear about our latest events, discounts and much more. https://www.intelligencesquared.com/newsletter-signup/ Learn more about your ad choices. Visit podcastchoices.com/adchoices Learn more about your ad choices. Visit podcastchoices.com/adchoices
Martha Gimbel, executive director of The Budget Lab at Yale, returns to the New Bazaar to chat with Cardiff about all things debt and deficits.Martha argues that the fiscal choices of the past decade have already led to higher costs on mortgages, car loans, and small-business debt. She and Cardiff discuss what might happen next given the frightening projections for future borrowing.They discuss:Is “we can't leave this problem to our kids and grandkids” a misleading way to think about the national debt?Why is it so hard to know exactly what level of debt could lead to a fiscal crisis? Why such precision is often the enemy of understandingDoes she take flak from the left for arguing that the crowding out effect is a real thing?Immigration and the deficitWhich policies could actually bend the deficit curve down?A DOGE post-mortemAnd lots more.Related links:Lower Immigration Means Lower Productivity Growth by Abhi Gupta2026 chart book examines spending, taxes, and deficits by Jessica RiedlMartha's The Atlantic piece on the national debtThe National Debt's Unforgiving Math by Jared BernsteinThe Budget Lab at Yale websiteThe Budget and Economic Outlook: 2026 to 2036 | Congressional Budget OfficeWhere Do Our Federal Tax Dollars Go? | Center on Budget and Policy PrioritiesCRS report on Foreign Holdings of Federal Debt
Christopher Chidzik is the principal economist at AMT, the Association for Manufacturing Technology.
Emmanuel Macron. Demis Hassabis. Volodymyr Zelenskiy. George Soros. Mark Carney. Christine Lagarde. Ray Dalio. Leena Nair. Few journalists have spent more time questioning the people who shape the global economy than Francine Lacqua. As Editor-at-large at Bloomberg and host of Leaders with Francine Lacqua on Bloomberg TV, Lacqua has interviewed many of the most influential political and business leaders of our time. Across hundreds of conversations with presidents, CEOs, central bankers and founders she has built a rare understanding of how leadership operates at the highest levels of power. In June 2026, Lacqua joined us live on stage for a special instalment of The Intelligence Squared Economic Outlook, our flagship series examining the forces shaping global markets, politics and business. In conversation with BBC broadcaster Jonny Dymond, she reflected on the leaders she has encountered throughout her career – and the defining decisions they faced during moments of economic uncertainty, geopolitical tension and technological change. What distinguishes leaders who succeed in turbulent times? How do the best decision-makers balance political pressure, economic risk and long-term strategy? And what kinds of leaders does today's increasingly volatile world demand? 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/ --------- This is the first instalment of a two-part episode. If you'd like to become a Member and get access to all our full ad free conversations, plus all of our Members-only content, just visit intelligencesquared.com/membership to find out more. For £4.99 per month you'll also receive: - Full-length and ad-free Intelligence Squared episodes, wherever you get your podcasts - Bonus Intelligence Squared podcasts, curated feeds and members exclusive series - 15% discount on livestreams and in-person tickets for all Intelligence Squared events ... Or Subscribe on Apple for £4.99: - Full-length and ad-free Intelligence Squared podcasts - Bonus Intelligence Squared podcasts, curated feeds and members exclusive series … Already a subscriber? Thank you for supporting our mission to foster honest debate and compelling conversations! Visit intelligencesquared.com to explore all your benefits including ad-free podcasts, exclusive bonus content and early access. … Subscribe to our newsletter here to hear about our latest events, discounts and much more. https://www.intelligencesquared.com/newsletter-signup/ Learn more about your ad choices. Visit podcastchoices.com/adchoices Learn more about your ad choices. Visit podcastchoices.com/adchoices
AAF President Douglas Holtz-Eakin joins us to discuss Social Security's looming insolvency, AI's growing energy demands, and the economic outlook. AAF products mentioned in today's episode: • In “Scoring the Coming Social Security Reforms,” Holtz-Eakin discusses how to evaluate Social Security reform proposals. https://www.americanactionforum.org/daily-dish/scoring-the-coming-social-security-reforms/ • In “Productivity and the Fed,” Holtz-Eakin considers current productivity trends ahead of the May inflation data release. https://www.americanactionforum.org/daily-dish/productivity-and-the-fed/ • In the “Weekly Economic Tracker,” Holtz-Eakin breaks down this week's economic news. https://www.youtube.com/shorts/rrmHpYkeyoA • In “FERC Data Center Orders Accelerate Grid Connection,” Director of Energy and Environmental Policy Shuting Pomerleau explains how Federal Energy Regulatory Commission action may reshape the AI data center landscape. https://www.americanactionforum.org/insight/ferc-data-center-orders-accelerate-grid-connection/ Apple: podcasts.apple.com/us/podcast/the-…st/id1462191777 Spotify: open.spotify.com/show/7aWwYw3EKPmTqLQMbRGR2e
In this episode of Investments Unplugged, with the halfway point of the year fast approaching, host Kevin Headland is joined by two guests—Global Chief Economist Alex Grassino and Senior Macro Strategist Dominique Lapointe—who share their midyear 2026 global macroeconomic outlook. Alex and Dominique recap the action-packed first half of the year, highlighted by the unforeseen Middle East conflict that erupted in late February, and then lay out a “macro-to- markets” roadmap of sorts for the rest of 2026 and into 2027. Among the timely, top-of- mind topics they address are: • Global growth resilience, despite Middle East conflict-driven energy shocks; • Evolving global inflation risks, including mounting AI-related demand pressures; • Policy implications for the U.S. Federal Reserve (Fed) and other major central banks; • Portfolio positioning considerations across global equity and fixed-income markets. Key topics & insights 1. First-half surprises: geopolitical turmoil, corporate earnings, and AI leadership • The Middle East conflict has lasted longer than most observers expected, creating a sliding scale of potential outcomes that investors have had to price in. • Corporate earnings expectations and results rebounded quickly after some softness seen in late 2025, helping to support U.S. and global markets. • U.S. equities linked to AI have continued to outperform, with market leadership reconcentrating around AI-/hardware-related themes. 2. Macro backdrop: resilient U.S. and global economies, uneven regional impacts • Despite the Middle East conflict and resulting oil-price shock, the U.S. economy appeared to navigate the first half with “relative ease” and notable resilience. • Other regions' economies are being impacted in different ways by the conflict, depending on such factors as whether they are energy exporters or importers. 3. Canada: a low-growth environment, “recession-like” conditions open to debate Information à usage interne - Internal • The guests argue that an economic recession tends to be broad-based with widespread corporate layoffs—conditions they're not seeing in Canada right now. • However, the economy is indeed weak, characterized by slow growth, amid structural issues (e.g., productivity), tariff after-effects, and cautious consumers. • But a fragile economy doesn't necessarily mean a lack of investable opportunities, since the Canadian stock market isn't perfectly linked to domestic growth. 4. Inflation: “rolling shocks” and new AI-driven inflation concerns • Inflation can manifest as a series of rolling transitory shocks, potentially driven by several forces (e.g., higher energy prices, trade tariffs, AI demand pressures). • AI's inflationary channel can take the form of various equipment-driven supply shortages that can push the prices of goods up over multiple quarters. • A specific risk scenario discussed: If the Strait of Hormuz remained closed until the end of July, could the price of oil breach $110/barrel in the third quarter? 5. Central banks: a higher degree of uncertainty and narrower policy paths • Fed policy in the coming months may face symmetric risks from either rate hikes or cuts, with market expectations already having been whipsawed in recent years. • The Bank of Canada has a different dilemma on its hands: balancing rising inflation concerns against a softening domestic economy and labor market. 6. Equity positioning: try to stay invested while avoiding headline-driven reactions 7. Fixed-income positioning: keep it in the portfolio toolkit, manage duration carefully Actionable takeaways for Canadian investors • Don't let macro and geopolitical headlines drive portfolio strategy decisions. • Remain well diversified across asset classes, investment styles, and global markets. • In the equity space, aim to distinguish between potential AI “winners” and “losers.” • Use fixed-income allocations intentionally for portfolio ballast and diversification. • Be cautious with long-duration bonds, consider favoring shorter durations. • Canadian investors: Be alert to possible opportunities, even in a sluggish economy. Links & Resources • Listen to the episode: Investments Unplugged Podcast • Learn more about Manulife Investments: Manulife IM Canada Information à usage interne - Internal Share & Subscribe If you enjoyed this episode, please share it with your network and subscribe for future insights on markets, investing, and portfolio strategy. For informational purposes only. This episode does not constitute investment advice. Please consult a qualified advisor before making investment decisions
"Sure, LLMs are bad at some things, but you can't deny that they're useful for programming!" Sound familiar? In this week's episode, Emily and Alex break down the key myths around AI-boosted productivity in tech. Plus, Alex previews her work with DAIR's newly launched Luddite Lab, where workers are organizing against automation.References:Yale Budget Lab report: "What Might AI Adoption Mean for the Fiscal and Economic Outlook?"Also referenced: Karger et al. paper funded by Open PhilanthropyGarry Tan's gstack"Karpathy-Inspired Claude Code Guidelines"Previous MAIHT3k episodes referenced:Episode 60: Vibe Coding: Four Security Nightmares in a Trenchcoat (with Susanna Cox)Episode 53: Linguists Versus 'AI' Speech Analysis (with Nicole Holliday)Fresh AI Hell:Emotional surveillance at workDARPA call for proposals on "Decentralized Artificial Intelligence"CircleCI claims "the promised AI productivity boom isn't all hype"Andreessen is at it again"A data center drained 30M gallons of water unnoticed"Retraction of pro-edtech paperChaser: "Minnesota passes the nation's first ban on ‘nudification' apps"Check out future streams on Twitch. Meanwhile, send us any AI Hell you see.Find our book The AI Con here, and MAIHT3k merch here.Subscribe to our newsletter via Buttondown.Follow us!EmilyBluesky: emilymbender.bsky.socialMastodon: dair-community.social/@EmilyMBenderAlexBluesky: alexhanna.bsky.socialMastodon: dair-community.social/@alexTwitter: @alexhannaMusic by Toby Menon.Artwork by Naomi Pleasure-Park. Production by Ozzy Llinas Goodman.
The DEC hosted Diane Swonk, Chief Economist at KPMG, on Tuesday, June 16, at the MotorCity Casino Hotel. The discussion was moderated by Dustin Walsh of Crain's Detroit Business.
China's economy remains a key force in global growth, innovation, and trade. What role will China play in the next phase of the global recovery? How are technological innovation and evolving consumer trends reshaping the world's second-largest economy?
In this special episode the former Chief Economist for Windermere comes back to the podcast to give us an update on our economy. He helps us make sense of an economy that's growing but "running a bit rough," what's really behind Seattle's wave of tech layoffs, and why buyers and sellers are at a standoff in today's housing market. We also get his take on Seattle's housing bill 1100, and his predictions for mortgage rates and the job market through the rest of the year.About guest Matthew Gardner - Economist:Matthew Gardner is a Seattle-based real estate economist and founder of Gardner Economics. He has spent close to 30 years analyzing housing markets and economic trends, and is widely recognized for his expertise in the Pacific Northwest real estate market. Matthew serves on many boards including the Washington State Governors Council of Economic Advisors.About host Rachel Horgan:Rachel is an independent event producer, emcee and entrepreneur. She worked for the Business Journal as their Director of Events interviewing business leaders on stage before launching the weekly seattle podcast. She earned her communication degree from the University of San Diego.Contact:Email: info@theweeklyseattle.comInstagram: @theweeklyseattleWebsite: www.theweeklyseattle.com
In this weekend's episode, three segments from this past week's Washington Journal. First: A discussion with Mike Konczal of the Economic Security Project and Richard Stern of Advancing American Freedom, discuss the U.S. economic outlook and the Iran War's impact on the economy. Then: American Federation of Teachers President Randi Weingarten discusses challenges facing education & the use of artificial intelligence in the classroom. Finally: Family Research Council President Tony Perkins discusses the Southern Poverty Law Center labeling his organization a hate group and other news of the day. Learn more about your ad choices. Visit megaphone.fm/adchoices
Zur Jahresmitte ziehen wir Bilanz: Wie hat sich die Wirtschaft im ersten Halbjahr 2026 entwickelt und welche Trends prägen die kommenden Monate? Gemeinsam mit Nicolai Andersen, globaler Leiter des Geschäftsbereichs Strategy, Risk & Transactions, analysieren die beiden Chefökonomen Dr. Alexander Börsch und Dr. Michael Grampp die zentralen wirtschaftlichen Entwicklungen in Deutschland, der Schweiz sowie in den großen Volkswirtschaften USA, China und EU. Im Fokus stehen die konjunkturelle Lage, handelspolitische Trends sowie die Frage, wie belastbar die aktuellen Prognosen sind. Besonderes Augenmerk gilt der Frage, wie eng wirtschaftliches Wachstum künftig mit Energieverfügbarkeit und Rechenkapazität verknüpft ist – und welche Konsequenzen sich daraus für Standortentscheidungen und Unternehmensstrategien ergeben. Wir wünschen euch viel Spaß bei diesem Gespräch! Das Gespräch wurde am 15.06. aufgezeichnet. LinkedIn von Nicolai Andersen LinkedIn von Alexander Boersch LinkedIn von Michael Grampp ---------------------------- Unseren Podcast kannst Du bei Apple Podcast, Spotify, SoundCloud, Google und anderen Podcast Apps hören. Über Dein Feedback und Deine Anregungen zu dieser Episode freuen wir uns sehr. Besuche uns auf unseren Websites Deloitte Future Talk Podcast | Deloitte Deutschland und Deloitte Future Talk Podcast | Deloitte Schweiz. Oder schreibe uns auf LinkedIn: Alexander Boersch; Michael Grampp
We are officially at the halfway point of the year, which makes this a perfect time to pop the hood on the economy and see what is really driving the engine. For entrepreneurs, business builders and tech leaders, the economy can feel like a dashboard full of blinking lights. Inflation. Interest rates. Consumer spending. AI investment. Hiring. Global uncertainty. Every one of those indicators can change how you plan, hire, invest and grow. That is why today's 10 Minute Tech Talk features insights from Olu Omondunbi, PhD, Chief Economist for Huntington Private Bank. Olu recently broke down the national economic picture at Huntington Bank's Economic Outlook & Market Overview event, and his message is one entrepreneurs should pay attention to: despite uncertainty, the U.S. economy continues to show resilience. His outlook can be summed up in three buckets: Wins: Consumer resilience, productivity gains and business investment Worries: Inflation, interest-rate policy and consumer spending outpacing income Wild cards: Global conflict, energy prices and geopolitical disruption Host Jonathan Kesrting of the Pittsburgh Technology Council reviews five key takeaways on the economy moving forward. So, before you make your next big move, listen in. This is your midyear economic checkpoint. Produced by the Pittsburgh Technology Council, this is a podcast for tech and manufacturing entrepreneurs exploring the tech ecosystem, from cyber security and AI to SaaS, robotics, and life sciences, featuring insights to satisfy the tech curious.
In this episode of C-Suite Perspectives, Sara Murray, Managing Director, International at The Conference Board Europe, is joined by Alejandro Fiorito, Economist at The Conference Board Europe, to unpack the latest results from the Measure of CEO Confidence for Europe survey. Together, they examine the factors weighing on CEO confidence; explore signs of resilience at the industry level; and discuss how European business leaders view geopolitical risks, long-term competitiveness, and growth opportunities both within and beyond Europe. More from The Conference Board: 2 Years Below Neutral: European CEO Confidence Falls as Outlook Deteriorates Measure of CEO Confidence for Europe Dashboard CEO Confidence Still Wavering, Investments Stalled, EU Reforms in the Spotlight The 2026 Agenda for Business Leaders: Reimagining the Future in Europe
Stephen Grootes speaks to Thanda Sithole, FNB & WesBank Senior Economist, about South Africa’s modest 0.5% GDP growth in the first quarter. 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.
Khalil Hachem discussed the economic outlook and the high prices we face after the war with Iran with Dr. Vivek Singh, He is a Full Professor of Finance at The University of Michigan-Dearborn. Brian Kemian discussed estate sales and how they work. He owns an estate sale company in Southeast Michigan.
Neil Dutta is Head of Economic Research at Renaissance Macro Research (renMac). He leads their macroeconomic research efforts, with an emphasis on analysing the US economy, the Federal Reserve, global trends, and cross-market investment themes. He is considered a market economist, looking at the economic data and trying to highlight the risks to the consensus as he sees them. Prior to RenMac, Neil spent seven years at Bank of America-Merrill Lynch. There, he was a Senior Economist covering both the United States and Canada. In this podcast, we discuss: Neil's Wall Street "Origin Story" The Four Pillars of Economic Analysis The Real Income Squeeze AI, RSUs, and State Tax Revenues Pervasive Optimism and Reflexivity Risk The Fed's "Path of Least Resistance" The Warsh Nomination and Forward Guidance Productivity Boom or Demand Story? AI's Wealth Effect Beyond Accounting The 2027 Fiscal Headwind Substack vs. Institutional Research
Just Good Business Digest: May 2026 Edition Chapter 1: Canadian Premier League: From Grassroots to Greatness Join Al in conversation with Michael Beckerman (Canada Soccer Media & Entertainment) as they explore the growth and impact of the Canadian Premier League (CPL). Michael breaks down how the CPL is: Building credibility in a competitive global soccer landscape Strengthening community engagement across Canada Creating a sustainable model for sports and business success Whether you're in sports leadership, media, or business strategy, this conversation offers practical insights into how your business can scale, differentiate, and thrive.
US inflation in April reached its highest level in three years, driven in part by the war in Iran. The volume of oil flows affected by the conflict is three times larger than the disruption caused by the Russian invasion of Ukraine, yet many firms – especially in the US – don't seem too concerned. According to our analysts, they should be. Join us for an enlightening, if not light-hearted, discussion about the impact of this crisis and how it affects the economic future for the US, Europe, and the global economy. Our guests: Jane Foley, Head of Foreign Exchange Strategy, RaboResearch Christian Lawrence, Head of Americas & Energy Market Strategy, RaboResearch Joe DeLaura, Senior Energy Strategist, RaboResearch Relevant time stamps: 2:11 – The US-Israel campaign against Iran and the immediate energy market shock. 6:52 – Why markets could be underestimating the length and impact of the crisis. 14:02 – The macroeconomic, inflationary, and consumer impacts of higher energy prices. 27:04 – Implications of the Iran war for Fed policy and interest rates. 31:21 – How the conflict is shifting our perspectives on globalization and geopolitics. 44:43 – Broader macroeconomic themes: taxes, tariffs, European growth, and the economic growth outlook for the rest of the year. Have a question, qualm, or story to tell? Reach out via email: Bourcard.Nesin@Rabobank.com Sign up to access our written research: RaboResearch sign-up Note: The content and opinions presented within this podcast are not intended as investment advice, and the opinions rendered are those of the individuals and not Rabobank or its affiliates, and should not be considered a solicitation or offer to sell or provide services. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
In this episode of Investments Unplugged, host Kevin Headland is joined by Alex Richard, Senior Portfolio Manager, Multi-Asset Solutions, to discuss Manulife's newly launched “all-in-one” ETF strategies—against a backdrop where portfolio diversification has reclaimed attention, following a period in which many investors were tempted to chase equity returns. Kevin and Alex describe what makes these portfolios different from traditional “set-it-and-forget-it” asset-allocation ETFs, including: An active, flexible allocation process grounded in regularly updated capital market assumptions; Broader, deeper underlying portfolio diversification (including alternative investments) than many ETFs offer; A robust strategy implementation toolkit that can include select third-party ETFs and futures contracts. They also share their views on portfolio positioning across equities and fixed income in today's market environment, as well as what role diversifying exposures (like global infrastructure and global credit) can play in a long-term investment strategy. Key topics & insights 1. Why defense and diversification are back in focus After an extended run of strong equity performance, it's tempting for many investors to de-emphasize portfolio defense and to overemphasize return-chasing. The episode reinforces the notion of strategic diversification being essential to long-term portfolio outcomes, especially amid bouts of macro and market volatility. 2. What are Manulife's new “all-in-one” ETF portfolios? There are three different ETF strategies, each designed to fit a distinct investor risk profile—Manulife Conservative ETF Portfolio, Manulife Balanced ETF Portfolio, and Manulife Growth ETF Portfolio. The target equity/fixed-income portfolio allocations are roughly 60% bonds/40% stocks (conservative), 60% stocks/40% bonds (balanced), and 80% stocks/20% bonds (growth). However, these strategies are designed to go beyond simple equity/fixed-income splits by diversifying across global regions, market caps, investment styles, and degrees of active management. 3. Active at the core, built to adapt, TCR-ready Rather than managing the portfolios to static portfolio targets, the team can deviate from baseline equity/fixed-income allocations and adjust underlying exposures as market conditions warrant. Portfolio decisions are informed by a capital markets assumptions process, conducted quarterly, that covers expected levels of investment risk/return/correlation across 100+ asset classes. “Total-cost reporting (TCR) ready” is positioned as a relevant feature for Canadian advisors and investors focused on total-cost reporting. 4. Broader, deeper portfolio diversification Depending on the particular portfolio, the team can access close to (or upwards of) ~15 asset classes, including alternatives—for stepped-up portfolio diversification versus what many competing ETFs can offer. This broader mandate and flexibility allows for both “offensive” (return-seeking) and “defensive” (risk-managing) portfolio allocations, designed to pursue more consistent investor outcomes over time. 5. Implementation: Manulife ETFs + third-party ETFs + futures The portfolios are not limited to investing only in Manulife ETFs; third-party ETFs may also be used to gain portfolio exposures not available on Manulife's platform. Examples of such “off-platform” portfolio exposures include global listed infrastructure, dedicated high-yield bonds, and emerging-market debt. In addition, where appropriate, the strategies may leverage futures contracts as a means of efficiently adjusting portfolio exposures. 6. Market views and portfolio positioning themes Looking ahead, the discussion highlighted a potentially compressed range of expected market outcomes across core fixed-income and core equity portfolio buckets. In fixed income, investors might favor shorter-duration exposures (less interest-rate risk) and global bonds (outside North America) for potentially more attractive yield opportunities. Judiciously taking some credit risk may make sense in cases where investors are likely to be adequately compensated, such as select high-yield and emerging-market debt. · Actionable takeaways for Canadian investors Reassess how diversified your portfolio really is: A portfolio might appear to be more diversified than it really is (with a mix of stocks and bonds); consider additional layers of global and asset-class diversification. Don't assume “conservative” means all bonds: Understand the portfolio's actual target allocations and how much flexibility the manager may have to adjust or move around those allocations as needed when markets shift. In uncertain markets, prioritize portfolio resilience: Long-term investors may be well served by a resilient, diversified portfolio strategy focused on generating attractive risk-adjusted returns while managing volatility and downside risks. Consider the role of diversifiers beyond traditional stocks/bonds: If suitable for your risk profile, non-traditional asset exposures like global infrastructure and select credit sleeves may help provide enhanced portfolio diversification. Pay attention to duration risk in fixed income: If interest-rate volatility remains a concern, shorter-duration fixed-income positioning may better align with capital preservation goals than longer-duration bonds. Links & Resources Listen to the episode:Investments Unplugged Podcast Learn more about Manulife Investments:Manulife IM Canada Share & Subscribe If you enjoyed this episode, please share it with your network and subscribe for future insights on markets, investing, and portfolio strategy.
A new Fed Chair has been approved. Will the economy also approve? • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
This special episode of The Real Estate Investor Podcast was recorded for the 2026 Virtual Investment Summit. Host Gary Lipsky interviews returning guest, Kathy Fettke, to break down the 2026 economic outlook and what it means for real estate investors navigating today's shifting market. Kathy shares why the single-family housing market remains more resilient than many expect, while multifamily assets are entering a major reset driven by rising delinquencies, distressed debt, and changing market fundamentals. Just as it seems that a sense of fear is rising in this sector, so too is there a tremendous amount of opportunity. Furthermore, they discuss why affordability is becoming the defining trend in U.S. housing, how migration toward Midwest and Sunbelt markets is creating new opportunities, and why disciplined underwriting and long-term cash flow strategies are more important than ever. They reflect on lessons from the 2009 financial crisis, break down a practical 1031 exchange strategy, and Kathy explains how investors can build wealth by providing attainable housing solutions during a time of nationwide housing shortages.Key Points From This Episode:What listeners can expect from today's episode.Kathy explains why the state of U.S housing is important. Buying in bubble markets.Why so many people love the steady states in the Midwest.The bubble market reset and why it's an opportunity to make money.Will there be an inevitable crash ahead in the one-to-four-unit world?How debt and equity in 2026 differ from 2009 (in one-to-four-units).Kathy highlights a distinct difference in mortgages between 2009 and 2026.The real distress today: U.S. renters.How the Trump Administration is attacking Wall Street-owning homes.What we are seeing: people choosing affordability.How buy-and-hold investors can solve the affordability problem.Kathy shifts from the single-family to the multi-family economic outlook for 2026.Finding the best deals and investing where people are moving toward.They unpack a practical 1031 exchange strategy.What it was like investing in 2009.The importance of knowing how to underwrite.Links Mentioned in Today's Episode:Kathy FettkeKathy Fettke on LinkedInKathy Fettke on InstagramReal Wealth NetworkKathy Fettke Real Wealth PodcastKathy Fettke Real Wealth Network on YouTubeRaising & Investing 2026 Virtual Investment SummitRobert Kiyosaki: Financial Literacy, Investing & Big Money Ideas!Asset Management Mastery Facebook Group Invest SmartBreak of Day Capital Break of Day Capital InstagramBreak of Day Capital YouTubeGary Lipsky on LinkedIn
Join RaboResearch Senior Market Strategist Ben Picton as he examines changes in the Australian federal budget affecting the agriculture space and compares Treasury's forecasts to those from the RBA. Where is the economy headed, and what might that mean for the cash rate? Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
This week on the Oakley Podcast, Jeremy Kellett talks with Bryan “Bossman” Martin of 4 State Trucks and Chrome Shop Mafia to talk all things custom rigs, chrome, and the state of the trucking industry. Bryan shares highlights from their massive biennial truck show, including 600+ trucks, a packed convoy, and a popular “social media row” of trucking influencers. They dive into current customization trends like LED “watermelon” lights, underglow, bumpers, visors, stacks, fenders, and custom metal fabrication work that solves real storage and usability problems for drivers. The conversation also explores the challenges of attracting younger drivers to trucking, the impact of regulations and congestion, and why both believe the industry is poised to rebound despite current headwinds. Bryan closes by outlining Four State's growth through authorized dealers, a new podcast, and their powerful new app, while Jeremy connects it all back to Oakley's own truck show and commitment to supporting owner operators. Key topics in today's conversation include: Welcome to Today's Show with Bryan “Bossman” Martin (0:42) Shout Outs to Sponsors and 100k YouTube Subscribers Milestone (1:40) Recap of 4 State Trucks 2025 Truck Show and Atmosphere (5:13) State of Trucking, “Chrome Season,” and Economic Outlook (9:39) Must-Have Chrome: Bumpers, Visors, Stacks, Fenders, and Lighting (11:20) Comfort Upgrades and Why Seats Are a Big Investment (15:49) Challenges With Newer Truck Dash Designs and Interior Chrome (17:47) Smart Storage Solutions for Sleepers, Boxes, and Deck Plates (20:17) Are Young Drivers Getting Into Trucking? Generational Trends (23:53) Shortage of Technicians and Other Trucking-Related Careers (26:43) Why Trucking Is Still a Rewarding, Freedom-Filled Career Path (29:18) 4 State's Expansion With Authorized Dealers Across North America (30:53) Good Ideas, Bad Ideas, and Learning From Misses (35:26) 4 State Trucks Mobile App Features and Fast Parts Search (37:40) Oakley's October Truck Show and Highly Customized Rigs (40:25) Final Thoughts and Takeaways (41:56) Oakley Trucking is a family-owned and operated trucking company headquartered in North Little Rock, Arkansas. For more information, check out our show website: podcast.bruceoakley.com. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
In a quick-hitting mini-podcast, Mark and Cris are joined by colleague Matt Colyar to discuss April's (hot) consumer price index data. U.S. inflation has accelerated dramatically since the war in Iran began. Matt breaks down April's report and opines about where inflation is likely headed from here. Amid affordability concerns and an approaching election, the crew then evaluates recent proposals put forward by policymakers to alleviate some of the burden on U.S. consumers. Hosts: Mark Zandi – Chief Economist, Moody's Analytics, Cris deRitis – Deputy Chief Economist, Moody's Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody's Analytics Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you. To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Consumer confidence continues to decline as Americans express growing concerns about inflation, personal income and global instability. New data from the University of Michigan also points to worries over energy prices and supply chain disruptions tied to tensions involving Iran. Subscribe to our newsletter to stay informed with the latest news from a leading Black-owned & controlled media company: https://aurn.com/newsletter Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Federal Reserve is holding interest rates steady while warning that rising inflation and instability in the Middle East are creating more uncertainty for the U.S. economy. Federal Reserve Chair Jerome Powell also pointed to slowing job growth and higher energy prices during his latest remarks. Subscribe to our newsletter to stay informed with the latest news from a leading Black-owned & controlled media company: https://aurn.com/newsletter Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
In 19th century English novels, so-called “quarter days” often provided a chronological backdrop to the plot. A relic of medieval times, the quarter days were Lady Day (March 25th), Midsummer Day (June 24th), Michaelmas (September 29th) and Christmas Day (December 25th). These were the dates upon which rents were paid, leases expired and employment contracts took effect. Quarter days were often when the landlords of Austen expected their income, the impoverished families of Dickens had to cough up their rents and the farmworkers of Hardy would move on to their next place of employment. In short, they were days of accounting and reckoning.
Are you team camping or glamping? On today's show, we're checking in on the outdoor recreation economy in the Western United States. KUNC's Mountain West News Bureau reporter Rachel Cohen joins Kimberly to unpack the pressures facing the industry, from climate change to Trump administration policies. Plus, will President Trump's new $100 foreign tourist fee hurt national parks?Here's everything we talked about today:"The Mountain West's outdoor economy continues to grow – but pace may be slowing" from KUNC"Ski resorts gain year-round adaptability in Forest Service rule" from KUNC"Visits to national parks dipped slightly in 2025—after a record-breaking year" from KUNC"Forest Service plans to move D.C. headquarters to Salt Lake City" from KUNCWe love hearing from you. Leave us a voicemail at 508-U-B-SMART or email makemesmart@marketplace.org.
Are you team camping or glamping? On today's show, we're checking in on the outdoor recreation economy in the Western United States. KUNC's Mountain West News Bureau reporter Rachel Cohen joins Kimberly to unpack the pressures facing the industry, from climate change to Trump administration policies. Plus, will President Trump's new $100 foreign tourist fee hurt national parks?Here's everything we talked about today:"The Mountain West's outdoor economy continues to grow – but pace may be slowing" from KUNC"Ski resorts gain year-round adaptability in Forest Service rule" from KUNC"Visits to national parks dipped slightly in 2025—after a record-breaking year" from KUNC"Forest Service plans to move D.C. headquarters to Salt Lake City" from KUNCWe love hearing from you. Leave us a voicemail at 508-U-B-SMART or email makemesmart@marketplace.org.
The U.S. national debt has surpassed $39 trillion, raising new concerns about government spending and long-term economic stability. This episode breaks down what's driving the increase and what it could mean for the future. Subscribe to our newsletter to stay informed with the latest news from a leading Black-owned & controlled media company: https://aurn.com/newsletter Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
In this episode, Future Standard's Investment Research team members Alan Flannigan and Andrew Korz unpack the key themes from their Q2 2026 U.S. Economic Outlook, Sturdy, Under Strain. They examine the state of the U.S. economy entering the conflict in the Middle East, discuss the long-term implications of a shifting global landscape, and provide views on the most pressing macro themes in Q2.The episode also features a discussion with Jason Cole, Head of Public Policy at Future Standard, who provides on-the-ground perspective on the Iran conflict, evolving tariff authorities, and Federal Reserve leadership changes.Q2 2026 Economic outlook: https://www.futurestandard.com/insights/report/q2-2026-us-economic-outlook-sturdy-under-strainHave a question for our experts? Text us for a chance to have your questions answered on the next episode.For more research insights go to https://futurestandard.com/insights
On this episode of the AAF Exchange: the global economic outlook, volatility in energy markets, and Trump's tariff exemptions. AAF President Douglas Holtz-Eakin and Trade Policy Analyst Jacob Jensen join us to discuss. Apple: podcasts.apple.com/us/podcast/the-…st/id1462191777 Spotify: open.spotify.com/show/7aWwYw3EKPmTqLQMbRGR2e
This White House press briefing focuses on the impact of President Trump's working families tax cuts, highlighting record refunds, no tax on tips and overtime, and significant relief for small businesses and seniors. Officials outline how these policies are driving economic growth, increasing wages, and fueling Main Street expansion across the country. Alongside domestic policy, the briefing provides updates on ongoing Iran negotiations, enforcement of the naval blockade, and the strategic importance of the Strait of Hormuz. Officials describe the current moment as a short term disruption aimed at achieving long term geopolitical stability and preventing nuclear escalation. The discussion also addresses media narratives surrounding both the economy and foreign policy, pushing back on criticisms while reinforcing the administration's broader strategy.
Motheo Khoaripe speaks to Elize Kruger, Independent economist about the latest PayInc Economic Index showing a modest uptick in activity in March, underpinned by easing inflation, rate cuts and improved consumer confidence, with transaction volumes and vehicle sales pointing to early-year momentum across the economy. In other interviews, Izak Odendaal, Investment Strategist at Old Mutual Wealth talks about how the collapse of US–Iran talks and the threat of a Hormuz naval blockade have pushed energy prices higher, testing the world’s poorest countries. 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.
Evening newspapers, like vinyl records and rotary phones, are fading relics, all victims of the smartphones into which humanity is gradually burying its consciousness. But once, they were a vibrant part of daily life. Growing up in Dublin in the 1970s and 1980s, there were two evening papers, the Evening Herald and the Evening Press. Sold at every street corner, they would distract commuters from the damp and discomfort of the tight-quartered, smoke-filled upstairs of double-decker buses.
The Inside Economics crew (minus Dr. DeAntonio) parses the March jobs report, which came in surprisingly strong. They all agree that the headline number is deceptive and the labor market is actually quite weak and poised to weaken further in the wake of the conflict in the Middle East. Mark unveils his new take on the Sahm Rule indicator, which points to a surprising conclusion. The stats game is back (and not going anywhere), and the team takes several good listener questions. Email us at InsideEconomics@moodys.com for more info about the Moody's Summit '26 Conference in San Diego Hosts: Mark Zandi – Chief Economist, Moody's Analytics, Cris deRitis – Deputy Chief Economist, Moody's Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody's Analytics Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you. To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Moody's commercial real estate experts Tom LaSalvia and Kevin Fagan join Mark, Marisa, and Cris to take stock of where CRE markets stand today. Tom and Kevin go beyond the headlines to unpack the nuances driving the office market's uneven recovery, multifamily's supply-driven growing pains, and retail's quiet comeback. Their verdict: measured confidence — provided the broader economy cooperates. As a bonus, Tom reveals the philosopher alter ego hiding inside each host. Spoiler alert: not everyone gets to be Socrates. Guests: Thomas LaSalvia and Kevin Fagan Email us at InsideEconomics@moodys.com for more info about the Moody's Summit '26 Conference in San Diego Hosts: Mark Zandi – Chief Economist, Moody's Analytics, Cris deRitis – Deputy Chief Economist, Moody's Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody's Analytics Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you. To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.