Podcasts about Economic Outlook

Jayant Bhandari, a private strategic resource investor that consults many high-net-worth investors and institutions, joins me to share 3 different arbitrage trade opportunities in critical minerals resource stock mergers, the value proposition he sees in 2 gold exploration companies, his outlook on the Chinese economy, and information on his upcoming Capitalism and Morality Conference next weekend in Vancouver.   We start off focused on the value arbitrage setups in 3 critical minerals stock pairs with open merger and acquisition transactions, along with opportunities in 2 gold explorers that he holds in his own portfolio. The companies that we reviewed are:   Arbitrage trade in the acquisition of European Lithium Limited (ASX: EUR, FRA: PF8, OTC: EULIF) by Critical Metals Corp. (Nasdaq: CRML) Arbitrage trade in the acquisition of Cygnus Metals Limited (ASX:CY5, TSXV: CYG, OTCQB: CYGGF) by Central Asia Metals PLC (AIM: CAML). Arbitrage trade in the merger of Silver47 Exploration Corp. (TSXV: AGA) (OTCQX: AAGAF) (FSE: QP2) with Bunker Hill Mining Corp. (TSX: BNKR) (OTCQB: BHLL) Value proposition in the exploration strategy for Aztec Minerals Corp. (TSX-V: AZT), (OTCQB: AZZTF). Value proposition in the exploration and development strategy for Irving Resources Inc. (CSE:IRV)(OTCQX:IRVRF).     Jayant then comments on is outlook on the economic health in China being more robust than is often covered in Western media outlets. After regularly visiting many parts of China for extended periods for almost 2 decades, he remains encouraged by recent trends in the improving openness and culture, leading edge advancements in technology; even if there are some ongoing concerns about unemployment and real estate.    Wrapping up, Jayant shares more information about why listeners may want to attend his Capitalism and Morality conference next weekend on September 18th-19th this year in Vancouver, featuring Rick Rule and Adrian Day.    To register for the Capitalism and Morality conference or for more information click here:   For more market commentary & interview summaries, subscribe to our Substack reports:   The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/     Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

Mark and Cris are joined by Dante to unpack the August employment report. While the headline number surprised to the upside, they agree it does little to change their view of underlying job growth. The discussion turns to the implications for monetary policy, including how renewed pressure from President Trump for rate cuts could factor into the Fed outlook. With Marisa away, the team skips the usual stats game and instead weighs the economic risks and opportunities they believe are underappreciated.Hosts: Mark Zandi – Chief Economist, Moody's Analytics, Cris deRitis – Deputy Chief Economist, Moody's Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody's AnalyticsFollow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at 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.

Episode overview In this episode of Investments Unplugged, host Kevin Headland is joined by U.S.-based Co–Chief Investment Strategists Emily Roland, CIMA, and Matt Miskin, CFA, for a “back-to-school” themed market outlook, along with their views on portfolio positioning, for the remainder of 2026 and into 2027. Using a “report-card” framing, they assess: · The overall economic backdrop, with a focus on labor market signals and “Goldilocks-like” conditions · The role of AI-led capex and its effects on manufacturing activity and market leadership · The state of corporate earnings, equity market valuations, and market breadth · Why fixed income may be re-emerging as a more compelling portfolio building block Key topics & insights 1. Economics 101: a “Goldilocks-ish” U.S. economy, but with softer edges Ø The U.S. economy is given a report-card grade of roughly a “B / B+”; it's not overheating, nor is it on the verge of collapsing. Ø The labor market is characterized as “no-hire, no-fire,” with limited layoffs and low jobless claims but some signs of cooling. Ø There has been some softening in consumption and sentiment (e.g., weaker retail sales, worth monitoring closely. 2. AI as a new cycle driver: capex, computing power, manufacturing renaissance Ø AI is described as a powerful economic engine in today's environment, driving a surge in business investment and data-center buildouts. Ø AI demand is a catalyst for manufacturing and industrial activity, with knock-on effects beyond just mega-cap technology space. Ø However, what consumers/businesses say they're going to do might differ from what they actually do, so tracking hard activity data will be key. 3. Earnings power and market breadth: Stocks have tended to follow profits over time Ø A broad-based boom in corporate profits has been supporting the equity market in recent quarters, extending beyond just the big mega-cap tech stocks, Ø For example, “old economy” segments of the market (notably, the energy and financials sectors) have been delivering strong earnings growth as well. Ø Similarly, recent equity market performance has also broadened, with several areas outside the U.S. large-cap growth space doing comparatively better. 4. Market valuations and the risk of “great expectations” on the part of investors Ø While equity valuations had been stretched earlier this year, price/earnings (P/E) multiple expansion has been moderated by stronger corporate earnings. Ø The key risk: If earnings growth and AI-related capex were to slow, areas of the market currently priced for favorable outcomes could respond negatively. Ø The portfolio implication for investors: Stay diversified across and within asset classes, try to avoid “overconcentration” in a single market sector or theme. 5. The direction of interest rates and the monetary policy “wildcard” Ø There's tension between AI hyperscalers' large funding needs (debt/equity issuance) and the risk that central banks could drain market liquidity if inflation reignites. Ø The U.S. Federal Reserve (Fed) policy backdrop is uncertain, with bond markets potentially pricing in rate outcomes that may not match incoming economic data. Ø Rising long-end yields are important in the context of bond market supply/demand dynamics, with investor attention shifting toward private/AI-linked issues. 6. Fixed income: Yields are more attractive, but patience and positioning matter Ø Many bond yields have drifted higher amid inflationary concerns, but investors often wait too long to rebuild their fixed-income portfolio exposures. Ø In credit markets, even with spreads tight, the absolute yield levels have become more attractive, but there could be bouts of rate-driven volatility. Actionable takeaways for Canadian investors · Be alert to potential investment opportunities. Even if economic growth is choppy, corporate earnings and market leadership can still support risk assets. · Diversify by business exposure, not just geography. In today's markets, global diversification can still leave your portfolio overconcentrated in the AI supply chain. · Participate in the AI theme, but manage concentration risk. Maintain AI exposure while being realistic about equity valuations, capex sensitivity, and other factors. · With yields having risen, revisit the portfolio role of bonds. In particular, using high-quality fixed-income assets more intentionally may be beneficial. · Use credit selectively for income. Even with spreads tight, consider allocations to higher-yielding credit market sectors, but stay mindful of the risks. · 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.

The economy and markets can feel dizzying and ever changing. That's where we can help. Fisher Investments' “This Week in Review” is a weekly segment designed to highlight a few things you may have missed this week, what they could mean for financial markets and why they matter to investors like you. This week, Fisher Investments reviews: • US-Canada trade negotiations • AI data center pushback • Treasury department's debt buyback Below are the sources for all data cited in today's show: 1. Source: CNBC, as of 8/25/2026. “Canada Unveils Retaliatory Tariffs on About $20 Billion of U.S. Goods”, 8/25/2026. 2. Source: FactSet, as of 8/25/2026. Canadian Imports to US, 1/1/2025 – 12/31/2025. 3. Source: FactSet, as of 8/27/2026. US Imports to Canada, 1/1/2025 – 12/31/2025. 4. Source: National Conference of State Legislatures, as of 8/26/2026. “Which States Are Banning Data Centers?”, 7/1/2026. 5. Source: U.S. Department of the Treasury, as of 8/20/2026. Debt to the Penny, 8/19/2026. 6. Source: CNBC, as of 8/25/2026. “Treasury doubles debt buybacks as Bessent moves to steady bond market”, 8/19/2026. 7. Source: Congressional Budget Office, as of 8/25/2026. “The Budget and Economic Outlook: 2025 to 2035”, 1/17/2025. 8. Source: US Treasury Department, Bureau of Public Debt, as of 8/25/2026. Debt held from foreign and US governments, the Federal Reserve, and US Investors as of 11/28/2025. 9. Source: Securities Industry and Financial Markets Association, as of 8/25/2026. US Treasury Securities Statistics, July 2026. 10. Source: Macrobond, as of 6/2/2026. US government bond yield spreads (10Y – 3M), daily 1/1/2025 – 6/30/2026. Have feedback for this Fisher Investments video? Share your thoughts on this episode in just 1 minute by filling out this survey: https://fi.co1.qualtrics.com/jfe/form/SV_6Vw1ezlogR044S2?VideoCode=WeekInReview28Aug2026 Connect with Fisher Investments on: • Facebook - https://www.facebook.com/FisherInvestments • X - https://twitter.com/fisherinvest • LinkedIn - https://www.linkedin.com/company/fisher-investments • Instagram - https://www.instagram.com/fisher.investments/ • TikTok - https://www.tiktok.com/@fisher_investments You can also follow Ken Fisher here: • Facebook - https://www.facebook.com/KenFisher.FisherInvestments • X - https://twitter.com/KennethLFisher • LinkedIn - https://www.linkedin.com/in/ken-fisher/ • Instagram - https://www.instagram.com/kenfisher_fisherinvestments/ Investing in securities involves a risk of loss. Past performance is never a guarantee of future returns. Investing in foreign stock markets involves additional risks, such as the risk of currency fluctuations. The foregoing constitutes the general views of Fisher Investments and should not be regarded as personalized investment advice. Nothing herein is intended to be a recommendation. The opinions expressed are subject to change without notice.

Top of mind for the Inside Economics team this week is the surge in long-term interest rates. Colleague Martin Wurm joins the conversation to unpack why rates have risen so sharply, assess whether the U.S. Treasury's efforts to stem the increase will work, and consider the risk of a much more serious bond market sell-off. Fundamentally, the only real solution is for the nation to address its darkening fiscal outlook. Hmmm…. Guest: Martin Wurm 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.

Ryan Pineda and Brian Davila sit down with Michael Zuber to debate where the real estate market is headed, reigniting Brian and Zuber's ongoing rivalry as they break down rising distress, market predictions, and where the biggest opportunities could emerge.⁣⁣Connect with Michael - ⁣https://onerentalatatime.com/⁣https://www.youtube.com/@OneRentalataTime⁣https://www.instagram.com/onerentalatatime/⁣__________⁣If you'd like my team to run your marketing & sales department to scale your business apply here https://www.pinedapartners.com⁣⁣Join our private mastermind for elite business leaders who golf. https://www.mastermind19.com⁣⁣Want to be featured on the Wealthy Way Podcast? Apply here https://www.wealthyway.com⁣⁣If you want to start your real estate investing business, we'll give you 1:1 coaching, seller leads, software, & everything you need. https://www.wealthyinvestor.com⁣⁣Tired of paying so much in taxes every year? We'll give you strategy, tax prep, and accounting all in one place. https://www.taylor-tax.com⁣⁣Join free Bible studies and workshops for Christian business leaders. https://www.tentmakers.us⁣__________⁣Chapters: ⁣00:00 - Real Estate Risk & Foreclosures⁣⁣05:44 - Single-Family vs. Multifamily⁣⁣11:51 - Transaction Forecast & Market Timing⁣⁣15:18 - Market Manipulation & Buying Opportunities⁣⁣16:04 - Real Estate Deals & House Hacks⁣⁣30:02 - Multifamily Investing Challenges⁣⁣34:56 - Economic Outlook⁣⁣41:00 - Wealth-Building Strategy⁣⁣45:06 - Market Downturns & Real Estate⁣⁣48:02 - Real Estate vs. Stocks⁣⁣50:56 - National Security, Tech & Policy⁣⁣1:00:11 - Brandon Turner's Investing Impact⁣⁣1:02:00 - Operator vs. Capital Raiser⁣⁣1:06:11 - Large Multifamily Strategy & Risk⁣⁣1:15:10 - Raising Capital & Finding Deals⁣⁣1:17:01 - Passive Ownership vs. Operating⁣⁣1:24:50 - Legacy, Books & Content⁣⁣1:30:11 - Business as a Retirement Asset⁣⁣1:32:01 - Side Hustles, Income & Failure⁣⁣1:36:40 - Identity, Passion & Career Changes⁣⁣1:45:13 - "One Rental at a Time" Book

In this episode of Better Business, Better Life, Debra Chantry-Taylor is joined by an experienced EOS Implementer®, Mirko Roettgers to explore how to go from losing money to 20%+ Profit with EOS®. The conversation begins with Mirko's journey from digital transformation in Queensland's tourism industry to entrepreneurship, where he discovered EOS® while working with a Martech startup. At the time, the business was struggling with negative profits. After implementing EOS, it transformed into a company generating more than 20% profit margins.A major part of that turnaround came from focusing on the right things. The leadership team introduced a disciplined Scorecard®, identified the numbers that genuinely drove performance, & made sure the right people were in the right seats. Debra & Mirko also discuss the Accountability Chart®, why it can be confronting, & how it helps leadership teams clarify ownership, uncover gaps & resolve confusion around accountability.They also explore the value of leading indicators, the challenge of being an Integrator pulled into constant firefighting, & why sustainable growth requires a strong leadership team underneath the Integrator role.The conversation then turns to the opportunities ahead for Queensland, including the 2032 Olympic Games & major infrastructure investment. Rather than simply hoping for growth, Debra & Mirko discuss why businesses need to build the structure, people & systems now so they are ready when those opportunities arrive.Drawing on the discipline of ultra-marathon running, this episode is a powerful reminder that business growth rarely comes from one dramatic effort. It comes from consistent execution, clear priorities, disciplined habits & the willingness to keep moving when things get difficult.A valuable listen for business owners who feel stuck, want to improve profitability, or need to prepare their organisation for the next stage of growth.CONNECT WITH DEBRA:    ___________________________________________         ►Debra Chantry-Taylor is a Certified EOS Implementer® | Entrepreneurial Leadership & Business Coach | Business Owner ►Connect with Debra: debra@businessaction.com.au ►See how she can help you: https://businessaction.co.nz/ ►Claim Your Free E-Book: https://www.businessaction.co.nz/free-e-book/ ___________________________________________       GUEST'S DETAILS: ► Mirko Roettgers – LinkedIn: https://www.linkedin.com/in/mirkoroettgers/ ► Website – Mirko Roettgers – https://www.mirkoroettgers.com.au/ Ep 285 Chapters: 00:00 – Introduction 00:30 – Mirko's Professional Journey 05:36 – The Power of EOS Tools 09:54 – Developing Effective Scorecards 14:23 – Challenges of the Integrator Role 18:58 – Transitioning to EOS Implementation 22:50 – Economic Outlook and Scaling 27:07 – Clarity and Business Discipline

What if the key to building a successful life isn’t having everything figured out—but simply doing the job that’s right in front of you? On this episode of The Karol Markowicz Show, Karol sits down with Matthew Hennessey, editor of Free Expression at The Wall Street Journal, for a wide-ranging conversation about career, marriage, ambition, failure, and finding your path in life. Hennessey shares his unconventional journey from chasing an acting career in Hollywood to becoming a journalist and eventually landing at The Wall Street Journal. He explains why meeting his wife became a pivotal moment in both his personal life and career, and why young people may have it backwards when they believe they need to establish themselves professionally before getting married. Karol and Matthew also discuss the value of taking risks, learning to do difficult things, supporting children as they pursue uncertain dreams, and why success often comes one small step at a time. Hennessey also explains what The Wall Street Journal represents beyond finance and Wall Street, shares his concerns about the possibility of a major economic downturn, and offers a surprisingly optimistic perspective on artificial intelligence and the economy. Finally, he leaves listeners with a simple piece of advice that has guided his career and life: Do the job that’s in front of you, and the future will take care of itself.See omnystudio.com/listener for privacy information.

Hosts Georgia and Dave kick off with a captivating virtual tour of Dave's Greek island retreat in Kalymnos, Aegean Sea, discussing his innovative use of ChatGPT for language translation. Georgia shares insights on consumer sentiment and the concerning trend of rollover debt in new car purchases, cautioning against financial baggage in new vehicle relationships. Next, the hosts tackle Microsoft's security warning about hotel Wi-Fi, explaining the "Cornflake" operation and man-in-the-middle attacks. Dave advises using phone hotspots or VPNs for secure browsing, detailing the cost implications of each. He highlights the dangers of public Wi-Fi and compromised hotel networks, urging caution when entering credentials and suggesting mobile-first for sensitive tasks. The conversation shifts to market trends with guest Greg Krauss from optionsplayers.com, who reveals his long-standing "secret sauce" for investment hedging and day trading. He discusses the controversial Truth Social API, questioning its value at $100,000/month for traders and exposing how high-frequency trading firms exploit micro-advantages. Greg asserts that true market advantages are rare, emphasizing risk management over chasing elusive edges. Dave then expresses his frustration with modern vehicle design, citing Lucid Motors and smart scooters with unnecessary tech that complicates simple repairs. He warns about AI security, referencing recent incidents at Anthropic and OpenAI where AI models breached test environments and production systems, demonstrating AI's capacity for autonomous hacking. This reveals the critical need to secure the infrastructure surrounding AI. Finally, the team explores the evolving consumer landscape, noting the rise of regular marijuana use over alcohol consumption and the growing popularity of mocktails among Gen Z. Greg cautions against investing in over-the-counter cannabis stocks due to lack of regulation and penny stock risks, advising patience until federal legalization. He also explains why alcohol companies aren't heavily invested in cannabis yet and the shift towards local, artisan beverages. The episode concludes with a lively debate on wealth accumulation for politicians. What you'll need: - Phone hotspot or VPN for secure public Wi-Fi use - Watch for fees when using your phone as a hot-spot - Krystalize.AI a local Mac AI chief of staff Key takeaways: - ChatGPT can be a quick language learning tool for specific needs, but Duolingo offers more commitment. - Microsoft's "Cornflake" operation highlights risks on public Wi-Fi; use VPNs or hotspots. - High-frequency trading and data APIs offer speed advantages, but individual traders should focus on risk management. - Modern car and scooter tech can overcomplicate simple repairs and present usability issues. - AI models pose security risks, as demonstrated by Anthropic and OpenAI incidents where AIs autonomously breached systems. - Consumer trends show a shift from alcohol to marijuana and mocktails, but investing in OTC cannabis stocks is risky. - Politicians' financial gains can outpace market growth, raising questions about opportunistic trading. Chapters: 0:00 Welcome and Dave's Greek Island Retreat 1:18 Using ChatGPT for Language Learning 2:39 Introducing Greg Krauss and OptionsPlayers.com 3:21 Economic Outlook and Amazon's Milestone 4:54 Amazon's AI Investment and Dave's AI Project 6:11 Fed Meetings and Market Reaction 7:17 Consumer Report: Sentiment and Rollover Debt 9:01 Microsoft's Hotel Wi-Fi Security Warning 10:19 VPNs vs. Hotspots for Online Security 12:06 OptionsPlayers.com Community Features 13:00 Greg's "Secret Sauce" Trading Strategy 15:13 Truth Social API and Market Manipulation 26:17 Tech Frustrations: Modern Cars and Scooters 28:01 AI Security Breaches at Anthropic and OpenAI 34:20 Consumer Trends: Marijuana, Alcohol, and Mocktails 37:06 Cannabis Investment Risks and Regulation 41:00 Beer vs. Cannabis Industry Dynamics Learn more about your ad choices. Visit megaphone.fm/adchoices

Cooling inflation and a softer labor market are giving the Federal Reserve more room to remain patient, even as investors debate whether Kevin Warsh's Fed could still deliver another rate increase. Chris Hodge, chief economist at Natixis, joins Bloomberg Intelligence interest rate strategists Ira Jersey and Will Hoffman to discuss this and more on this Macro Matters edition of the FICC Focus podcast. Hodge explains why recent CPI and PPI data reinforce his view that disinflation remains intact, with tariff effects largely having passed through, housing pressures moderating and wage growth consistent with inflation moving closer to the Fed's target. The group discusses why Natixis expects the Fed to remain on an extended hold, how recent weakness in the labor market could increase policymakers' tolerance for above-target inflation and what changes may emerge from Warsh's reviews of the central bank's inflation framework and data. They also examine the housing outlook, the approaching midterm elections and why divided government may constrain major fiscal legislation without materially changing the longer-term US deficit trajectory. The Macro Matters podcast is part of BI's FICC Focus series.

Consumer sentiment remains at fifty year lows. The Reserve Bank has surveyed Australians to find out why. 

In a five-part series mid-year we take stock of shipping markets in the first six months of the year and look ahead to the remainder of the 2026 with experts Maritime Strategies International (MSI).In this first part the Seatrade Maritime News Podcast talked to Adam Kent, Managing Director of MSI, about the overall macro-economic picture for shipping so far in 2026, and what lies ahead.This year has been characterised by geopolitical disruption with the US/Israel – Iran war, the closure of the Strait of Hormuz, a worsening of security in the Black Sea with the ongoing Russia – Ukraine conflict, and continued trade wars.“We didn't think that the world is shipping to get any more complex 2026 has certainly shown us otherwise. Up until year to date, the industry has once more been confronted with more geopolitical shocks and a playbook that seemed to change almost on a daily basis. But overall, I'd say that certainly from a shipping markets perspective, they've continued to adjust and have performed actually quite well,” Kent explains.If you enjoyed this episode, please subscribe to ensure you don't miss our latest uploads. For the latest news on the shipping and maritime industries, visit www.searade-maritime.com.Connect with Marcus Hand, Editor of Seatrade Maritime News:Follow on Twitter: https://twitter.com/marcushand1 Follow on LinkedIn: https://www.linkedin.com/in/marcus-hand-b00a317/Don't forget to join the conversation and let us know what topics you want us to cover in future on Twitter, Facebook or LinkedIn

Explore the growing divide between top and bottom earners, the wealth effect driving consumer spending, inflation's staying power, and what AI may mean for jobs and the economy, with Moody's Analytics Chief Economist Mark Zandi. 00:00 Introduction 02:01 Divergence Between Economy and Markets 12:03 Consumer Spending Dynamics 18:04 Wealth Effect and Its Implications 23:56 Equity Valuations and Market Concerns 30:46 Globalization, Inflation, and Economic Outlook 35:55 Interest Rates and Economic Outlook 36:38 Consumer Spending and Recession Risks 39:43 Job Losses and AI Impact 44:01 Policymaking in the Age of AI 50:15 Trend or Fad?

What is the outlook for Anchorage's economic future and how does that affect the economy in the rest of the state?

President Trump claims to have reached a breakthrough in efforts to disarm Hamas in Gaza. Hamas says it will only give up its weapons if Israel withdraws first. On the domestic front, Trump floated the idea of temporarily withdrawing his nominee for attorney general until two Republicans holdouts leave office. And a new report from the Commerce Department shows that economic growth slowed in the second quarter.Want more analysis of the most important news of the day, plus a little fun? Subscribe to the Up First newsletter.Today's episode of Up First was edited by Rebekah Metzler, Kate Bartlett, Anna Yukhananov, Rafael Nam, HJ Mai and Ally Schweitzer.It was produced by Ziad Buchh and Nia Dumas.Our director is Christopher Thomas.We get engineering support from Neisha Heinis. Our technical director is Zac Coleman.And our Executive Producer is Jay Shaylor.Support public media with NPR+ and enjoy perks for over 25 podcasts like this one. This show's perks include sponsor-free listening. Learn more at plus.npr.org.(0:00) Introduction(02:28) Trump Says Hamas Will Disarm(05:57) Blanche Faces GOP Pushback(09:53) Economic OutlookSee pcm.adswizz.com for information about our collection and use of personal data for sponsorship and to manage your podcast sponsorship preferences.NPR Privacy Policy

This week on TrendsTalk, ITR Economist and Speaker Taylor St. Germain explains how different sectors are moving through the business cycle and what that means for your business in 2027. While parts of the economy continue to grow, leading indicators suggest conditions are changing. Learn why relying on today's momentum could lead to costly planning mistakes and what businesses should focus on instead. Watch to see what the latest economic signals could mean for your strategy.

The second quarter of 2026 saw a return to new market highs with global stock market returns bouncing back after a mostly negative first quarter. But it has been a year of contradictions: as markets push to new highs, consumer sentiment has fallen to record lows. And while the focus of market conversation has been around the record size of the SpaceX IPO and the competition among large AI companies, small companies and emerging markets have been the market leaders, each posting returns above 40% for the last twelve months. Get the full report from East Bay HERE. Summary: Stock and bond markets gained ground around the world during Q2. Emerging markets and U.S small-cap stocks have led the way this quarter. Geopolitical and macroeconomic forces continue to provide uncertainty. Glass half-full: Stocks were up around the world in Q2 and continued to touch new all-time highs. Bonds of most credit and maturity types also gained during the quarter. Unemployment remains historically low. The U.S. economy continues to grow. Glass half-empty: The war in Iran is ongoing. Inflation has begun to re-accelerate, and markets now expect the Fed to hike rates rather than cut rates by year's end. U.S. consumer sentiment is near all-time lows. Investment markets continue to be volatile around the world. Follow this link for a recording of Eastbay's video presentation.  Get our Outlook from Quarter 1 2026 HERE. The post S5E16 – 2Q 2026 Market Commentary and Economic Outlook appeared first on Shotwell Rutter Baer.

We are halfway through 2026. Time to take stock of what we got right, what changed, and what the next six months may look like. In this episode, Patti sits down with Key Financial Chief Investment Officer Brad Everett to cut through the noise and talk about what may matter most for your portfolio right now.   Here are just a few of the things they cover:

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

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

Blue-collar jobs are paying very well and white-collar jobs are now harder to find. 

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.

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.

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.

In this episode of Equipment Finance Matters, ELFA's Senior Vice President, Industry Advancement and Executive Director of the Equipment Leasing & Finance Foundation Kelli Nienaber sits down with Tim Mahedy, ELFA's Chief Economist, to discuss the association's new Economic Outlook product and the critical economic trends shaping the equipment finance industry. Drawing on his experience, Tim breaks down the forces driving today's economic environment—from persistent inflation pressures and interest rate uncertainty to shifting trade policies and the evolving role of the U.S. dollar in the global economy. The conversation also explores why the equipment finance industry has remained remarkably resilient despite economic volatility and geopolitical challenges, and how ELFA members can use the economic outlook, a quarterly presentation and executive summary available to download, to support strategic planning, improve decision-making, and foster more informed discussions across their organizations. Find the Economic Outlook here: https://www.elfaonline.org/research/2026-equipment-leasing-finance-u-s-economic-outlook-2026-update 

In this episode of Equipment Finance Matters, ELFA's Senior Vice President, Industry Advancement and Executive Director of the Equipment Leasing & Finance Foundation Kelli Nienaber sits down with Tim Mahedy, ELFA's Chief Economist, to discuss the association's new Economic Outlook product and the critical economic trends shaping the equipment finance industry. Drawing on his experience, Tim breaks down the forces driving today's economic environment—from persistent inflation pressures and interest rate uncertainty to shifting trade policies and the evolving role of the U.S. dollar in the global economy. The conversation also explores why the equipment finance industry has remained remarkably resilient despite economic volatility and geopolitical challenges, and how ELFA members can use the economic outlook, a quarterly presentation and executive summary available to download, to support strategic planning, improve decision-making, and foster more informed discussions across their organizations. Find the Economic Outlook here: https://www.elfaonline.org/research/2026-equipment-leasing-finance-u-s-economic-outlook-2026-update 

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

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

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 

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

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

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.

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.