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On Episode 610 of The Core Report, financial journalist Govindraj Ethiraj talks to Dipti Deshpande, Director and Principal Economist at Crisil. We also feature an excerpt from our recent episode of our podcast How India's Economy Works hosted by Puja Mehra.SHOW NOTES(00:00) Stories of the Day(00:50) Analysts are scratching their heads over oil prices(02:01) War tensions pull down indices again(03:17) Nifty 500 companies have reported single-digit yoy sales growth (+5% yoy) for eight quarters now(05:41) Economists would prefer not to have gold in India's inflation indices(14:15) Sebi eases compliance for foreign investors in sovereign debt(15:19) The Link Between Jobs and Investment with Amit BasoleIndia's Job Crisis Explained: Why Millions Still Can't Find Workhttps://www.investing-referral.com/aff303For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
Food prices increased 4.4 percent in the 12 months to May 2025, following a 3.7 percent increase in the 12 months to April 2025, according to figures released by Stats NZ. Higher prices for the grocery food group and the meat, poultry and fish group contributed most to the annual increase in food prices. Infometrics Principal Economist Brad Olsen unpacks the factors behind this data. LISTEN ABOVESee omnystudio.com/listener for privacy information.
New census data shows more Kiwis are moving house than ever and it's raised questions among experts. 45 percent of New Zealanders have moved address over the last five years - a noticeable increase on previous data. Infometrics principal economist Brad Olsen explains why this could be the case. LISTEN ABOVESee omnystudio.com/listener for privacy information.
The 2025 Budget has come and gone, but the Finance Minister has confirmed raising the superannuation age was still on National's radar after they campaigned on it in the last election. She's explained it was not on their mandates or the coalition agreement - but changes need to be phased in. Infometrics principal economist Brad Olsen weighed in on the ongoing debate. LISTEN ABOVESee omnystudio.com/listener for privacy information.
The 2025 Budget has come and gone, but the Finance Minister has confirmed raising the superannuation age was still on National's radar after they campaigned on it in the last election. She's explained it was not on their mandates or the coalition agreement - but changes need to be phased in. Infometrics principal economist Brad Olsen weighed in on the ongoing debate. LISTEN ABOVESee omnystudio.com/listener for privacy information.
Infometrics' Principal Economist says the Government's not entirely ignoring the lack of budget funding allocated for lifting KiwiSaver employer contributions. The Greens say the Government hasn't accounted for the cost to public services, which could cost more than $700 hundred million. Finance Minister Nicola Willis says that's being worked on - and will be in next year's Budget. Brad Olsen says the hole wasn't costed, but hasn't been forgotten. "There is a cost - it will have to be met, but it's not being directly disclosed in the Budget figures." LISTEN ABOVESee omnystudio.com/listener for privacy information.
A view suggests says yesterday's Budget is highlighting New Zealand's fiscal realities. It found more than 21-billion dollars in savings - including nearly 13-billion from its pay equity changes. Despite the many cuts - the Government isn't forecasting New Zealand to return to a surplus until 2029. Infometrics Principal Economist Brad Olsen told Mike Hosking reaching that will be touch and go. He says the next few Budgets are likely to be the same, and it will probably get harder to reach that target -- meaning less spending, or something else, may be required. LISTEN ABOVE See omnystudio.com/listener for privacy information.
It's less than two days to go until Budget Day 2025, and experts are outlining their predictions. Finance Minister Nicola Willis has hinted this won't be a 'lolly scramble' and plenty of cuts will have to take place. Infometrics Principal Economist Brad Olsen explains further, LISTEN ABOVESee omnystudio.com/listener for privacy information.
It's less than two days to go until Budget Day 2025, and experts are outlining their predictions. Finance Minister Nicola Willis has hinted this won't be a 'lolly scramble' and plenty of cuts will have to take place. Infometrics Principal Economist Brad Olsen explains further, LISTEN ABOVESee omnystudio.com/listener for privacy information.
Will artificial intelligence help you do your job, or will it just straight-up do your job and leave you unemployable? Or will the future bring something else entirely — either between those two extremes or a world that we simply cannot imagine yet? And are we already starting to see signs of that future emerging? On this episode of The New Bazaar, Cardiff is joined by economist Nathan Goldschlag, Research Director at the Economic Innovation Group. Until recently, Nathan was Principal Economist at the U.S. Census Bureau's Center for Economic Studies, where among other things he led research on the impact of technology, including AI, on the economy. Any worthwhile list of the world's best economists on the subject of AI and work would have to include him. Cardiff and Nathan go through Nathan's own research* and also filter out the megaton of nonsense on the topic and discuss some of the work done by others — research, essays, meanderings — that they think is actually worth sharing with listeners. They discuss, among other things: How many businesses are now using AI to produce goods and servicesHow have things changed since the launch and popularization of large language modelsEconomic growth consequences of AIWhether “learn to code” is still good advice The skills that still matter To steer or not to steer the AI future* Nathan's research on AI was done in collaboration with a large team of researchers at the Center for Economic Studies at the U.S. Census Bureau including Emin Dinlersoz, Lucia Foster, David Beede, John Haltiwanger, Zach Kroff, Nikolas Zolas, Gary Anderson, and Eric Childress, along with program area partners including Kathryn Bonney, Cory Breaux, Cathy Buffington, and Keith Savage, as well as academic partners including Daron Acemoglu, Erik Brynjolfsson, Kristina McElheran, and Pascual Restrepo. Related links:The impact of AI on the workforce: Tasks versus jobs?Tracking Firm Use of AI in Real Time: A Snapshot from the Business Trends and Outlook Survey.The Rapid Adoption of Generative AI | NBERAnswering the Call of AutomationAI-2027.comTyler Cowen - the #1 bottleneck to AI progress is humansDriverless trucks are coming and unions aren't happy about itGenerative AI at Work Hosted on Acast. See acast.com/privacy for more information.
The Finance Minister has revealed the Government will will make its first withdrawal from the Super in 2028 - five years earlier than initially planned. In the first year, $32 million will be withdrawn - but from 2031, withdrawals are expected annually. Infometrics Principal Economist Brad Olsen explains why this is happening. LISTEN ABOVESee omnystudio.com/listener for privacy information.
The Finance Minister has revealed the Government will will make its first withdrawal from the Super in 2028 - five years earlier than initially planned. In the first year, $32 million will be withdrawn - but from 2031, withdrawals are expected annually. Infometrics Principal Economist Brad Olsen explains why this is happening. LISTEN ABOVESee omnystudio.com/listener for privacy information.
New Zealand banks are being asked to pay up in the next few months. Kiwibank, BNZ, Westpac, ANZ and ASB will need to repay around $9.2 billion in cheap Covid-era loans to the Reserve Bank. Infometrics Principal Economist Brad Olsen told Mike Hosking that they have variety of options they can use to repay the money. He says the banks knew when taking out these loans they'd have to pay them back eventually. Olsen told Hosking that if they're not ready to pay them back, they probably don't qualify to be called bankers at this point. LISTEN ABOVE See omnystudio.com/listener for privacy information.
The Government will make major savings over the coming years by outperforming on its housings goals. Last year, it aimed to reduce the number of people in emergency housing by 75 percent in 2030 compared to December 2023. However the target was achieved before the end of last year. Infometrics Principal Economist explains what this could mean for the upcoming Budget. LISTEN ABOVESee omnystudio.com/listener for privacy information.
The Government will make major savings over the coming years by outperforming on its housings goals. Last year, it aimed to reduce the number of people in emergency housing by 75 percent in 2030 compared to December 2023. However the target was achieved before the end of last year. Infometrics Principal Economist explains what this could mean for the upcoming Budget. LISTEN ABOVESee omnystudio.com/listener for privacy information.
Employment data out today shows filled job numbers rose 0.2% in March. Primary industries led the growth up 04%. Infometrics Principal Economist Nick Brunsdon says it's a reason to get excited. “It's to be celebrated after a fair period of decline.” LISTEN ABOVE. See omnystudio.com/listener for privacy information.
Professional Builders Secrets brings you an exclusive episode with Marine Sargsyan, Principal Economist at Houzz. In this episode, Marine shares deep insights from Houzz's latest research on residential remodeling, revealing the evolving motivations behind home renovation projects, the generational shifts impacting homeowner behaviour, and how builders can better position themselves in an increasingly tech-driven market.INSIDE EPISODE 183 YOU WILL DISCOVER How each generation—Baby Boomers, Gen X, and Millennials—approaches remodeling differentlyWhy millennials' digital-first expectations are reshaping the building industryWhat homeowners value most during renovations (hint: it's not just the budget)Emerging remodeling trends for kitchens, bathrooms, and outdoor spacesWhy builders need to start adapting now to future-proof their businesses And much, much more.ABOUT MARINE SARGSYANMarine Sargsyan is the Principal Economist at Houzz, leading research on remodeling trends and homeowner behaviour. She analyses data from millions of users to uncover what drives renovation decisions across generations, helping industry pros stay relevant and future-ready in a rapidly evolving market.Connect with Marine: linkedin.com/in/marine-sargsyan-01b845b/TIMELINE 3:12 What motivates different generations to renovate7:40 Why Millennials expect a tech-driven experience10:18 How high mortgage rates are reshaping remodeling decisions13:05 Most popular remodeling projects and system upgrades17:22 The three non-negotiables homeowners expect from builders24:55 Top remodeling and design trends for 2025LINKS, RESOURCES & MOREAPB Website: associationofprofessionalbuilders.comAPB Rewards: associationofprofessionalbuilders.com/rewards/APB on Instagram: instagram.com/apbbuilders/APB on Facebook: facebook.com/associationofprofessionalbuildersAPB on YouTube: youtube.com/c/associationofprofessionalbuilders
There's been some positive trade news. Stats NZ data shows goods exports rose 19 percent to $7.6 billion in March - compared to the same time a year ago. Milk powder, butter and cheese rose 35 percent to $2.3 billion. Goods imports rose 12 percent to $6.6 billion. Infometrics principal economist Nick Brunsdon unpacked the factors. LISTEN ABOVESee omnystudio.com/listener for privacy information.
There's been some positive trade news. Stats NZ data shows goods exports rose 19 percent to $7.6 billion in March - compared to the same time a year ago. Milk powder, butter and cheese rose 35 percent to $2.3 billion. Goods imports rose 12 percent to $6.6 billion. Infometrics principal economist Nick Brunsdon unpacked the factors. LISTEN ABOVESee omnystudio.com/listener for privacy information.
Reserve Bank economist Paul Conway believes there's one upside to the tariff turmoil for Kiwis. Conway suspects the tariffs will likely lead to lower inflation in New Zealand, which will also lead to lower interest rates. Infometrics Principal Economist Brad Olsen unpacked the announcement - and explained the ins and outs of the Reserve Bank's new Kiwi-GDP tool. LISTEN ABOVE See omnystudio.com/listener for privacy information.
Reserve Bank economist Paul Conway believes there's one upside to the tariff turmoil for Kiwis. Conway suspects the tariffs will likely lead to lower inflation in New Zealand, which will also lead to lower interest rates. Infometrics Principal Economist Brad Olsen unpacked the announcement - and explained the ins and outs of the Reserve Bank's new Kiwi-GDP tool. LISTEN ABOVE See omnystudio.com/listener for privacy information.
On Episode 555 of The Core Report, financial journalist Govindraj Ethiraj talks to Priyanka Kishore, Director and Principal Economist at Asia Decoded.SHOW NOTES(00:00) The Take(07:14) Markets flip flop as they settle down for extended trade wars.(09:35) Gold prices shoot to fresh highs, dollar dips again.(11:35) Crude oil prices edge up on US threats to Iran.(11:49) Asia and the Trade WarsListeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
It's good news for supermarkets: In the year to March, supermarket supply costs have risen by 2%. However, a survey out this morning shows that one in four people are struggling financially and the cost of living remains the main issue for voters. Infometrics Principal Economist Brad Olsen talks to Mike Hosking about the survey. LISTEN ABOVE. See omnystudio.com/listener for privacy information.
On Episode 553 of The Core Report, financial journalist Govindraj Ethiraj talks to Paul Hickin, Chief Economist and Editor-in-Chief at Petroleum Economist as well as Dipti Deshpande, Principal Economist at Crisil limited.SHOW NOTES(00:00) Stories of the Day(00:50) Indian markets hold out once again(05:33) Fear of owning US treasuries grips global bond traders(07:57) Oil prices are now around $60 a barrel, what could happen?(16:57) Reserve Bank governor is grilled on rupee even as Chinese Yuan continues to slide(18:24) RBI lowers growth forecasts for the year to 6.5% from 6.7% Listeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
China's commerce ministry has vowed to fight US tariffs 'to the end' after Donald Trump threatened them with new levies. One ministry spokesperson has labelled these threats a 'mistake on top of a mistake' - and claimed China would not accept this. Infometrics Principal Economist Brad Olsen says this is starting to resemble the beginning of a full-on trade war. LISTEN ABOVESee omnystudio.com/listener for privacy information.
China's commerce ministry has vowed to fight US tariffs 'to the end' after Donald Trump threatened them with new levies. One ministry spokesperson has labelled these threats a 'mistake on top of a mistake' - and claimed China would not accept this. Infometrics Principal Economist Brad Olsen says this is starting to resemble the beginning of a full-on trade war. LISTEN ABOVESee omnystudio.com/listener for privacy information.
Join Dave Popowich and Leanna Wachniak on More Than Money when they'll speak with Economist Moshe Lander about how much these election promises will cost taxpayers if they make good on them.Also on the show, Richard Forbes, Principal Economist, Conference Board of Canada to talk about the long and short-term economic impact of the tariffs and another dip in consumer confidence.And what is a adventure travel and why are Canadians choosing it? We'll hear why from Andrea Mandel-Campbell, Founder of Karibu Adventures.See omnystudio.com/listener for privacy information.
Join Dave Popowich and Leanna Wachniak on More Than Money when they'll speak with Economist Moshe Lander about how much these election promises will cost taxpayers if they make good on them. Also on the show, Richard Forbes, Principal Economist, Conference Board of Canada to talk about the long and short-term economic impact of the tariffs and another dip in consumer confidence. And what is a adventure travel and why are Canadians choosing it? We'll hear why from Andrea Mandel-Campbell, Founder of Karibu Adventures.
Newsrooms, dinner tables and just about everyone in between woke up on the edge of their seats the morning of April 2 - the day US President Donald Trump dubbed 'liberation day' - but heading to bed, it was more of an uneasy feeling of 'now what?'. A few days later as the dust has started to settle, the confusion and ambiguity, however, has not. Although Canada was not on Trump's exhaustive reciprocal tariff list, 25% tariffs on foreign-made vehicles exported to America did apply to Canadian cars. Prime Minister Mark Carney struck back with 25% retaliatory tariffs on foreign-made vehicles imported to Canada, but the lines remained blurred with the Canada-US trade future. What tariffs are in place, what aren't, how many jobs are on the line, how much more expensive will cars be, and whose economy will be feeling the effects the worst? Host Cormac Mac Sweeney speaks with Principal Economist with the Conference Board of Canada, Richard Forbes gets to the bottom of Trump's latest tariff announcement. We love feedback at The Big Story, as well as suggestions for future episodes. You can find us: Through email at hello@thebigstorypodcast.ca Or @thebigstoryfpn on Twitter
Market Update with Principal Economist Jeff TuckerHost: Michael Fanning, Windermere Real EstateGuest: Jeff Tucker, Principal Economist, Windermere Real EstateMichael Fanning sits down with Jeff Tucker to discuss the current state of the real estate market, recent trends from late 2024 into early 2025, and what buyers and sellers can expect in the upcoming spring selling season.The Q4 2024 saw increased buyer demand after interest rates began to dropCurrent market trend is moving toward a more buyer-friendly environment with increased inventorySpring 2025 market outlook and seasonal considerationsTips for sellers in the current market conditionsAdvice for buyers navigating increased inventory optionsThe importance of proper pricing strategy and working with experienced agentsHow to position properties correctly in a market with increasing inventoryUnderstanding price reductions vs. home value depreciationStrategies for helping buyers find opportunities in the current marketThe critical importance of data-driven pricing decisionsMichael Fanning: fanning@windermere.comJeff Tucker: Available at windermere.com or on Twitter at @Jeff_TuckeFollow Windermere Economics on Facebook, Instagram, and YouTubeFind more economic insights on the Windermere Hub"Be awesome and help somebody." - Michael FanningEpisode SummaryKey Discussion Points:Highlights for Real Estate Professionals:Contact Information:
Export prices are sitting in a strong position - with cherries seeing a surge in overseas demand. New data shows cherry exports over the 2024/25 season reached 5.07m kg, up 33 percent from the prior season. Infometrics Principal Economist unpacked this data further. LISTEN ABOVESee omnystudio.com/listener for privacy information.
Househunters are being offered $500 grocery vouchers or a free week's rent by Auckland landlords keen to lure them in. This comes as new TradeMe data shows the number of new rental listings in the city in February was up 34 percent on the same time last year - from 8049 to 10,805. Infometrics Principal Economist Brad Olsen says people looking for rentals have more choices than ever, because there's less demand. LISTEN ABOVESee omnystudio.com/listener for privacy information.
Stock markets across the US have taken a significant hit over concerns about the negative economic impact of President Donald Trump's tariffs. After the President refused to rule out a recession, the S&P 500 dropped 2.7 percent, the Nasdaq fell 4 percent and the Dow Jones Industrial Average dropped 2 percent. Infometrics Principal Economist Brad Olsen says US markets have a right to be worried following Trump's comments. LISTEN ABOVESee omnystudio.com/listener for privacy information.
The coalition Government wants more homes to be built cheaper and faster, yet official data shows an annual 7.2 percent drop in the sector. New data from Stats NZ shows that in the year ended January 2025, there were 33,812 new homes consented, down 7.2 percent compared with the year ended January 2024. Infometrics Principal Economist Brad Olsen explains further. LISTEN ABOVESee omnystudio.com/listener for privacy information.
In this episode of the Develop This Podcast, Dennis Fraise interviews Ryan Monarch Assistant Professor, Economics Department Syracuse University, an expert in international trade and economics, to discuss the complexities of tariffs and their implications on the economy. The conversation covers the definition of tariffs, their historical context, their role in modern trade, and the economic and consumer impacts. Ryan explains how tariffs can affect supply chains, consumer choices, and the overall market dynamics while also addressing the political motivations behind tariff implementation. The discussion highlights the challenges and uncertainties businesses face in a fluctuating tariff environment and the long-term effects of such policies on the economy. Takeaways A tariff is an increase in the price of imported goods. Tariffs have been a source of government revenue since the founding of the US. President McKinley was known for his pro-tariff stance. Tariffs are used to protect domestic industries from foreign competition. The scale of tariffs under President Trump is unprecedented in modern history. Higher tariffs can lead to increased prices for consumers. Tariffs can disrupt established supply chains and consumer choices. The burden of tariffs often falls on US importers, not foreign producers. Economists generally believe that tariffs create more losers than winners. The long-term effects of tariffs on the economy can take years to understand fully. Learn. Explore. Activate in Place. (LEAP) | Cleveland, Ohio | June 9–13, 2025 LEAP into innovative economic strategies on an in-person learning trip! NGIN will select teams, each consisting of 2-4 economic and community leaders from cities with populations between 50,000 and 500,000, to explore Community Wealth Building and Inclusive Capital in Cleveland, OH. In addition, participants will have the opportunity to create their own action plan to bring back to their city. Selected participants will have all travel expenses covered for this immersive learning experience. NGIN will also handle all trip logistics. Ryan Monarch researches buyer-supplier relationships in international trade and how the recent tariff war affected U.S. exports and supply chains. He served as a Principal Economist for the International Finance division of the Board of Governors of the Federal Reserve from 2014-2021. His work has been published in the Review of Economics and Statistics, the Journal of International Economics and other publications. His research has been cited by The Wall Street Journal, The New York Times, Bloomberg, The Economist and Reuters, among others. He received a Ph.D. in economics from the University of Michigan in 2014.
'Special Economic Zones' or energy precincts could be established to strengthen New Zealand's fuel and energy security, according to the Government. Cabinet will consider a range of options in the first half of this year. Associate Energy Minister Shane Jones says special economic zones - areas with less regulations - are already used widely overseas. Infometrics Principal Economist Brad Olsen unpacks whether or not this is the way forward. LISTEN ABOVESee omnystudio.com/listener for privacy information.
There's praise for the Reserve Bank tonight - from one of its fiercest critics. It's signalling this afternoon's double-cut to the Official Cash Rate will be followed by at least two more single cuts. Infometrics Principal Economist Brad Olsen infamously angered Governor Adrian Orr last year, when he accused him of 'flip-flopping' on forecasts and decisions. Today, Olsen says Orr's made the right call. "The right move to cut, the right sort of forecast now with the Reserve Bank pricing in what the markets have been thinking as well - it's very much a sensible decision." LISTEN ABOVESee omnystudio.com/listener for privacy information.
It's the Reserve Bank's first official cash rate decision for 2025 - and many economists are predicting a rate cut to start off the year. The RBNZ is largely expected to lower the OCR by 50 basis points tomorrow, with two major banks already announcing rate cuts. Infometrics principal economist Brad Olsen says a significant cut looks likely - but warns the central bank runs the risk of overdoing their response again. LISTEN ABOVESee omnystudio.com/listener for privacy information.
There's an unclear picture of what New Zealand's losing from people moving overseas. About 70 thousand Kiwis left the country last year. Of those, 38% were people aged 18 to 30. New Zealand had a net migration gain of 27,000 migrants in 2024, just a fraction of the 128,000 gained in 2023. Infometrics Principal Economist Brad Olsen told Mike Hosking while there's clear data on the people arriving, it's not the same story for departures. He says there's no strong evidence of what skills are leaving, only anecdotes. LISTEN ABOVE See omnystudio.com/listener for privacy information.
The Prime Minister has copped some backlash over the state of the economy during his morning media round. This follows two disappointing showings for the coalition in the polls, with Chris Luxon's standing as preferred Prime Minister taking a hit. Luxon has stayed optimistic - and Infometics Principal Economist Brad Olsen is hopeful things will turn around later in the year. "Those interest rates are coming down - but it takes a bit of time for everyone to re-fix onto them. And at the same time, data out recently showed that the unemployment rate has been going up. So I do think we're in that odd period...but there are those greener shoots showing through." LISTEN ABOVESee omnystudio.com/listener for privacy information.
Treasury has warned the Government that 'significant reforms' or 'reductions to public services' will be needed in the not-too-distant future if it sticks to its current, restricted spending track. New reports reveal the Government will not post a surplus under the traditional Obegal measure until 2031 - even with this relatively tight spending. Infometrics Principal Economist Brad Olsen explains the challenges impacting the Government - and how they can potentially turn this around. LISTEN ABOVESee omnystudio.com/listener for privacy information.
The Government's hopeful that digital nomads will help grow New Zealand's economy off the back of their recent visa change. Finance Minister Nicola Willis hasn't confirmed how many the nation can realistically expect to arrive - but she's got faith in this strategy. Infometrics Principal Economist Brad Olsen unpacks the current hotspots for digital nomads - and reveals what New Zealand can do to get ahead. LISTEN ABOVESee omnystudio.com/listener for privacy information.
The cost of dairy is climbing for consumers - the Global Dairy Trade auction seeing a 1.4% across the board. Why are the prices continuing to trend up? Infometrics Principal Economist Brad Olsen discusses this with Ryan Bridge. LISTEN ABOVE. See omnystudio.com/listener for privacy information.
On Episode 487 of The Core Report, financial journalist Govindraj Ethiraj talks to Priyanka Kishore, Founder & Principal Economist at Asia Decoded as well as Prashanth Agarwal, Partner at PwC. SHOW NOTES (00:00) The Take (05:19) The markets crash again on Trump policy uncertainty (07:29) Oil prices ease off on increased supply triggers (09:37) The Trump presidency: The Asia view (16:13) Revenue growth slows in India as construction industry drags (18:24) Indirect tax expectations Register for India Energy Week, Feb 11-14 Listeners! We await your feedback.... The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirements For more of our coverage check out thecore.in Join and Interact anonymously on our whatsapp channel Subscribe to our Newsletter Follow us on: Twitter | Instagram | Facebook | Linkedin | Youtube
Economists have revealed retail spending numbers were better than expected for the month of December. The total value of electronic card spending, including in non-retail services and other non-retail categories, rose a seasonally adjusted 1.5 percent to $9.23 billion in December from November, according to Stats NZ. That brought total spending in line with levels last seen in November 2023. Infometrics Principal Economist Brad Olsen says this is a sign green shoots are returning to the economy. LISTEN ABOVESee omnystudio.com/listener for privacy information.
In this episode of the Top of Mind podcast, Mike Simonsen sits down with Guy Berger, Director of Economic Research at the Burning Glass Institute, to talk about “The Great Stay”: how the lack of mobility in an otherwise strong labor market is impacting the housing market About Guy Berger Guy Berger is a macroeconomist with expertise in US labor markets, and currently serves as the Director of Economic Research at the Burning Glass Institute. He was previously the Principal Economist at LinkedIn, and has also worked as an economist at Bank of America and the Royal Bank of Scotland. His work includes the creation of novel economic indicators, the development of models linking the macroeconomy to business performance, and the design of economic reports. His commentary has been featured frequently in the media, including the New York Times, Wall Street Journal, Washington Post, CNBC, Bloomberg, Yahoo! Finance and Axios. Guy holds a doctorate in economics from Yale University. Here's a glimpse of what you'll learn: What is “The Great Stay” economy with the labor market and housing? Why stagnation in jobs means fewer home sales and why fewer home sales means fewer job openings How companies are hoarding labor like Americans are hoarding real estate When will this Great Stay era end? How the labor market will change with reduced immigration and which sectors will be hit the hardest Will the Fed pivot in 2025 to growing employment or will we still be fighting inflation? The most important demographic trends to consider in the next few years Outlook for the future of jobs in America with big trends like AI and remote work Resources mentioned in this episode: The Burning Glass Institute Guy Berger | LinkedIn Mike Simonsen on LinkedIn Altos Research Featuring Mike Simonsen, President of Altos Research A true data geek, Mike founded Altos Research in 2006 to bring data and insight on the U.S. housing market to those who need it most. The company now serves the largest Wall Street investment firms, banks, and tens of thousands of real estate professionals around the country. Mike's insights on the market have been featured in Forbes, New York Times, Bloomberg, Dallas Morning News, Seattle PI, and many other national media outlets. Follow us on Twitter for more data analysis and insights: Altos on Twitter Mike on Twitter About Altos Research The Top of Mind Podcast is produced by Altos Research. Each week, Altos tracks every home for sale in the country - all the pricing, and all the changes in pricing - and synthesizes those analytics to make them available before becoming visible through traditional channels. Schedule a demo to see Altos in action. You can also get a copy of our free eBook: How To Use Market Data to Build Your Real Estate Business. The Top of Mind podcast features top real estate industry insiders and experts to unpack the most important housing, real estate, mortgage data and trends that are shaping the housing market. Hosted by Altos founder Mike Simonsen and produced by the HousingWire Content Studio.
The Government's half-year fiscal update paints a bleak economic picture for the years ahead. It revealed the Government's debt path is steeper than previously anticipated - and surplus won't be reached until the end of the decade. Infometrics Principal Economist Brad Olsen explains how things got to this point - and how the Government can redirect the economy. LISTEN ABOVESee omnystudio.com/listener for privacy information.
On Episode 436 of The Core Report, financial journalist Govindraj Ethiraj talks to Priyanka Kishore, Founder and Principal Economist of Asia Decoded. SHOW NOTES (00:00) The Take (04:41) Markets are weak, Trump rally on Wall Street pauses (08:23) Gold prices down almost Rs 6,000 from peak. (10:39) Forex reserves down $29 billion from September high of $704 billion (12:27) What does China + 1 mean for India in the new Trump regime? Nasscom Conversations Ep 4 Harnessing AI's Potential in India with Srikanth Velamakanni Spotify | Apple | Youtube Listeners! We await your feedback.... The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirements For more of our coverage check out thecore.in Join and Interact anonymously on our whatsapp channel Subscribe to our Newsletter Follow us on: Twitter | Instagram | Facebook | Linkedin | Youtube
Are you curious about the hidden factors driving your investment decisions? Today's guest is Andrew Chen, a Principal Economist at the Federal Reserve Board who focuses on monetary policy and financial stability. Published in leading journals, his research informs key policy decisions and helps shape the Federal Reserve's strategy for managing economic challenges effectively. In this episode, Andrew delves into the intricacies of meta-research and asset pricing, focusing on cross-sectional asset pricing predictors, replication, and out-of-sample performance in factor investing. We discuss the significance of open-source data and transparency, highlighting Andrew's creation of the Open Source Asset Pricing project, an indispensable and comprehensive dataset for asset pricing predictors. We also address the challenges of replicating financial studies, publication bias, data mining, and false discovery rates, with Andrew offering practical insights on how these factors impact financial research and investment decisions. For actionable insights that could refine your investment strategies and enhance your understanding of financial research, don't miss this fascinating conversation! Key Points From This Episode: (0:03:43) What an asset pricing factor is and how it differs from a predictor. (0:04:25) Three plausible explanations for why cross-sectional predictors exist. (0:05:45) Insight into Andrew's Open Source Asset Pricing project and why it's so important. (0:09:49) Where the results of his research diverge from other papers on the subject. (0:11:42) How the returns on anomalies in his data sample change post-publication. (0:12:33) Implications of this research for the “replication crisis” in cross-sectional asset pricing. (0:14:14) Challenges of false discovery rates, publication bias, and out-of-sample returns. (0:18:37) The effect of transaction costs on expected returns from factor investing. (0:22:02) Problems with estimating factor expected returns using historical data. (0:26:08) A big-picture view of the factors with the strongest investable expected returns. (0:29:12) The relative value of peer-reviewed factors with strong theoretical underpinnings. (0:35:13) Whether or not machine learning can be useful for asset pricing research. (0:37:39) Practical advice for using financial research to inform your investment decisions. (0:40:08) Andrew's take on the current state of cross-sectional asset pricing. (0:42:58) The simple way that Andrew defines success for himself. Links From Today's Episode: Rational Reminder on Apple Podcasts — https://podcasts.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582 Rational Reminder Website — https://rationalreminder.ca/ Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on X — https://x.com/RationalRemind Rational Reminder on YouTube — https://www.youtube.com/@rationalreminder/ Rational Reminder Email — info@rationalreminder.caBenjamin Felix — https://www.pwlcapital.com/author/benjamin-felix/ Benjamin on X — https://x.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Cameron Passmore — https://www.pwlcapital.com/profile/cameron-passmore/ Cameron on X — https://x.com/CameronPassmore Cameron on LinkedIn — https://www.linkedin.com/in/cameronpassmore/ Mark McGrath on LinkedIn — https://www.linkedin.com/in/markmcgrathcfp/ Mark McGrath on X — https://x.com/MarkMcGrathCFP Andrew Chen — https://sites.google.com/site/chenandrewy/ Federal Reserve Board — https://www.federalreserve.gov/ Andrew Chen on LinkedIn — https://www.linkedin.com/in/andrew-chen-63394169/ Andrew Chen on X — https://x.com/achenfinance Open Source Asset Pricing Project — https://www.openassetpricing.com/ Center for Research in Security Prices — https://www.crsp.org/ Books From Today's Episode: The Adaptive Markets Hypothesis: An Evolutionary Approach to Understanding Financial System Dynamics — https://www.amazon.com/dp/0199681147 Papers From Today's Episode: Andrew Chen, Tom Zimmermann, 'Open Source Cross-Sectional Asset Pricing'— https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3604626 Kewei Hou, Chen Xue, Lu Zhang, 'Replicating Anomalies' — https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3275496 R. David McLean, Jeffrey Pontiff, 'Does Academic Research Destroy Stock Return Predictability?' — https://papers.ssrn.com/sol3/papers.cfm?abstract_id=2156623 Ilia D. Dichev, 'Is the Risk of Bankruptcy a Systematic Risk?' — https://papers.ssrn.com/sol3/papers.cfm?abstract_id=99868 Campbell R. Harvey, Yan Liu, Caroline Zhu, ‘…and the Cross-Section of Expected Returns' — https://papers.ssrn.com/sol3/papers.cfm?abstract_id=2249314 Andrew Chen, Mihail Velikov, ‘Zeroing in on the Expected Returns of Anomalies' — https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3073681 Andrew Chen, Alejandro Lopez-Lira, Tom Zimmermann, ‘Does Peer-Reviewed Research Help Predict Stock Returns?' — https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4308069
Marriage has long been considered a goal to aspire to and a conventional path to happiness. But over the last few decades, the traditional view of marriage as the cornerstone of adult life has been questioned. Changes in economic conditions, gender roles, and cultural values have fueled a reevaluation of whether marriage is still desirable or necessary for personal fulfillment and social stability. Those who believe it's better to get married argue that married individuals report better physical and mental well-being, compared to single adults. They also experience economic and social benefits. Those who believe it's better to be single say singledom helps promote independence, allows individuals to make decisions freely, makes it likely to create broader social networks and communities, and feel more fulfilled than they would if they felt pressured to be partnered. Whether you are in a relationship or not, we debate the following prompt: Married or Single? Arguing Married: Jonathan Rothwell, Principal Economist at Gallup Arguing Single: Bella DePaulo, Social Scientist and Author of "Singled Out" and "Single at Heart" Emmy award-winning journalist John Donvan moderates Learn more about your ad choices. Visit podcastchoices.com/adchoices
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