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Thank you so much for listening to the Bob Harden Show, celebrating 14 years broadcasting on the internet. On Tuesday's show, we visit with our Florida State Senator Kathleen Passidomo about the uncertainty created by changes in Federal programs and how they impact state governments. We visit with libertarian commentator Patrick Carroll about controversies over “affordable housing.” Senior Economist for the Competitive Enterprise Institute Ryan Young and I discuss unemployment numbers, interest rates, and the economy. We also visit Linda Harden about the Canadian fires polluting the air in the United States, and we discuss healthy foods in the SNAP program. Please join us tomorrow when we visit with Cato Institute Chairman Emeritus Bob Levy and Professor Andrew Joppa. Access this or past shows at your convenience on my web site, social media platforms or podcast platforms.
ANDREI YAKOVLEV is an Associate at Harvard University's Davis Centre for Russian and Eurasian Studies and a Visiting Research Fellow at SCRIPTS project at Freie Universität Berlin.VLADIMIR DUBROVSKIY was a Senior Economist at CASE Ukraine. He is an expert on Applied institutional and political economics (corruption, economic reforms, etc.)----------LINKS:https://www.foreignaffairs.com/russia/putins-new-hermit-kingdom-closed-dictatorship----------SUPPORT THE CHANNEL:https://www.buymeacoffee.com/siliconcurtainhttps://www.patreon.com/siliconcurtain----------TRUSTED CHARITIES ON THE GROUND:Save Ukrainehttps://www.saveukraineua.org/Superhumans - Hospital for war traumashttps://superhumans.com/en/UNBROKEN - Treatment. Prosthesis. Rehabilitation for Ukrainians in Ukrainehttps://unbroken.org.ua/Come Back Alivehttps://savelife.in.ua/en/Chefs For Ukraine - World Central Kitchenhttps://wck.org/relief/activation-chefs-for-ukraineUNITED24 - An initiative of President Zelenskyyhttps://u24.gov.ua/Serhiy Prytula Charity Foundationhttps://prytulafoundation.orgNGO “Herojam Slava”https://heroiamslava.org/kharpp - Reconstruction project supporting communities in Kharkiv and Przemyślhttps://kharpp.com/NOR DOG Animal Rescuehttps://www.nor-dog.org/home/----------
Gute Ausbildung ist ein Schlüssel gegen Fachkräftemangel – doch was macht sie eigentlich aus? Was erwarten junge Menschen heute von einem Ausbildungsbetrieb? Und wie können Unternehmen ihre Ausbildung attraktiv und wirksam gestalten? In dieser Kurzfolge sprechen wir mit Regina Flake über neue Anforderungen an die Ausbildungsqualität, typische Schwachstellen in Betrieben – und darüber, wie auch kleine und mittlere Unternehmen punkten können. Praxisnah, datenbasiert und mit konkreten Tipps. Unser Gast: Regina Flake Dr. Regina Flake ist Senior Economist und Teamleiterin am Institut der deutschen Wirtschaft in Köln. Seit vielen Jahren arbeitet sie im Kompetenzzentrum Fachkräftesicherung (KOFA) mit dem Schwerpunkt Fachkräftesicherung in kleinen und mittleren Unternehmen (KMU). Sie analysiert die Herausforderungen des Ausbildungsmarktes, entwickelt Handlungsempfehlungen und unterstützt Unternehmen bei der Gestaltung moderner, zukunftsfähiger Ausbildungskonzepte. Ihre Spezialthemen als Empirikerin: Qualität der Ausbildung, Attraktivität von Ausbildungsberufen,, digitale Bildung und die Frage, wie Betriebe junge Talente gewinnen, halten und entwickeln können. Regina Flake ist Autorin zahlreicher Studien und kennt die Sorgen wie Chancen der Ausbildungsbetriebe aus unzähligen Praxisgesprächen. Was du aus der Folge mitnimmst: · Welche Erwartungen Azubis heute an Unternehmen stellen · Wo KMU ansetzen können, um ihre Ausbildung besser zu machen · Welche Rolle Kommunikation, Feedback und Perspektiven spielen · Wie Ausbildungsqualität zum entscheidenden Wettbewerbsfaktor werden kann Links & weiterführende Infos: Mehr zu Regina Flake und zum KOFA findest du auf kofa.de. Studien & Praxisimpulse zur Ausbildungsqualität speziell für KMU findest du dort im Bereich „Daten und Fakten“. Sibylle Stippler und Cliff Lehnen sind beide auf LinkedIn – komm gern mit uns ins Gespräch! Bleib mit uns in Kontakt – und verpasse keine Folge: Wenn dir diese Folge gefallen hat, abonniere „KOFA auf dem Sofa“ in deiner Podcast-App, teile sie mit Kolleg:innen – und hinterlasse uns gern eine freundliche Bewertung. Vielen Dank! Schlagworte: Ausbildung, Ausbildungsqualität, Azubis, Fachkräftesicherung, Generation Z, KMU, Arbeitgeberattraktivität, Ausbildungspraxis, KOFA
The NZ housing market has been...sluggish at best. Let's dig into the dirt and discuss what's going on. DC and JB are joined by Mary Jo Vergara, Senior Economist at Kiwibank for this discussion.If you have any questions or things you'd like to hear us talk about, get in touch with us at david@squirrel.co.nz or John@squirrel.co.nz. The opinions expressed in this podcast are not financial advice, or a recommendation of any financial product. Any commentary provided are personal views and are not necessarily representative of the opinions of Squirrel. As always, we recommend seeking professional investment or mortgage advice before taking any action. Hosted on Acast. See acast.com/privacy for more information.
Housing supply is at record low levels and getting worse, so how can you find your dream home? We chat with Mike Scott AM, Chairman of HomeWorld, and Anne Flaherty, Senior Economist at REA Group about everything you need to know if you're considering a new build. From the preparation, contracts, finding land, and the steps involved - we dive deep into everything you need to think about.
Enjoying the podcast? Tell us what you think below and give us a review or rating. As always we'd love to hear your suggestions and feedback. Send us an email: podcast@pensionbee.com. Why are more families choosing to live with two, three, or even four generations under one roof? Rising rent, home prices, and living costs can make sharing a home a smart way to save money. Maybe that's why multi-generational living is the fastest-growing household type in the UK right now. But not all reasons are financial. For some, it's a cultural norm or a chance to care for young children and elderly relatives. Join our host, Philippa Lamb, and our expert panel as they discuss the financial impact, cultural motives, and care challenges of multiple generations living under one roof. Comedian of the award-winning duo, BAM! Comedy; Sam Bartley; Senior Economist at the Resolution Foundation think-tank, Molly Broome; and Senior Social Media Manager at PensionBee, Simmy Kaur. Episode Breakdown: 01:55 Rise of the boomerang generation 04:06 Why move back home? 06:52 Grandparents and grandchildren under one roof 08:14 The social stigma of returning 09:02 Transitioning from in-laws to flatmates 10:42 Navigating bills and boundaries 12:19 Springboard or brakes on hitting milestones? 13:51 What age are people buying their first home? 15:38 Childcare subsidised by grandparents 17:15 Savings on eldercare costs 19:25 Findings from Carer's Pension Gap report 20:52 Staying in everyone's good books 22:20 Working from the family home Further reading, listening and watching: To learn more about mixing family and finances, check out these articles, podcasts and videos from PensionBee: Episode 41 transcript (Blog) E4: Should you pay more into your mortgage or pension? (Podcast) E19: Can you afford to have kids? (Podcast) E22: Why is renting so expensive? (Podcast) E28: The Bank of Mum and Dad (Podcast) Childcare options (Pensions Explained) How to sell inherited property (Blog) Inheritance Tax guide (Pensions Explained) Is the rising cost of living impacting pension saving? (Blog) Why has renting got so expensive? (Blog) Estate planning (Video) How to financially prepare for starting a family (Video) Other useful resources: An intergenerational audit for the UK 2024 (Resolution Foundation) Average childcare costs (MoneyHelper) Housing history and future housing (GOV.UK) Loneliness (Age UK) Paying for your own care (NHS) The Carer's Pension Gap Report (PensionBee) Catch up on the latest news, read our transcripts or watch on YouTube: The Pension Confident Podcast The Pension Confident Podcast on YouTube Follow PensionBee (@PensionBee) on TikTok, YouTube, Instagram, LinkedIn, Facebook, X and Threads. Follow BAM! Comedy (@bamcomedyuk) on TikTok, YouTube, Instagram, LinkedIn, Facebook. Follow the Resolution Foundation (@resolutionfoundation) on TikTok, YouTube, Instagram, LinkedIn, Facebook and X.
Luke Grant chats with Senior Economist at Domain, Joel Bowman about all the latest happenings on the Sydney and Brisbane Real Estate Markets. For all the latest listings and real estate news go to www.domain.com.au See omnystudio.com/listener for privacy information.
“Our job is to recycle so that we can recover all of that scrap and goods that you and I are recycling in our garbage bins every week or recycling as we get new cars. And our job is to recover that because we make steel in a very clean and efficient process through what's called an electric arc furnace. So, we take all of that scrap, we melt it down, and we make new steel. It does not degrade. It has a continuous reusable life.…Depending on the different products of steel, that actually determines the recycled content that goes into them for the finishes and the quality of the steel that's needed.” Tabitha Stine on Electric Ladies Podcast With tariffs on steel and the Nippon Steel-U.S. Steel merger back in the news, we wanted to replay this important conversation on the impact of steel on the environment and how “recycled steel” works. “The production and use of materials such as cement, steel, and aluminum have a significant carbon footprint,” according to the UN, with construction 37% of emissions. But is recycled steel safe? Listen to Tabitha Stine, General Manager of Energy Solutions and Services at Nucor Corporation, which says it's “North America's largest steel manufacturer and recycler.” She'll explain how recycled steel is made and more in this fascinating conversation with Electric Ladies host Joan Michelson. They also share insightful career advice. You'll hear about: How recycled steel is made and where the steel comes from that is recycled. How structurally sound recycled steel is and how it's tested to make sure and meet building codes. Which industries use recycled steel, why, and how the demand and supply line up. How the steel industry is adapting to ensure automobiles and buildings are resilient to the ravages of climate change, including innovations in the works. Plus, insightful career advice, such as… “Usually what holds people back is, people are not willing to raise their hand. And then you go 10 years and you haven't had guidance because maybe you have a manager that doesn't give you feedback. You have to advocate for yourself. You are your advocate. There are no others. You've got to assume nobody else will except for yourself and you go for it. And I would also stress that if you're also not mentoring others at every stage along your career, you're missing out on a big opportunity,” Tabitha Stine on Electric Ladies Podcast Read Joan's Forbes articles here. You'll also like: Marci Jenks, Eco-Materials Technologies, on green cement Congresswoman Chrissy Houlahan (D-PA), on the politics of energy and infrastructure Erin McLaughlin, Senior Economist, The Conference Board, about her new report on buildings, climate change and carbon emissions. Katie McGinty, Chief Sustainability Officer, Johnson Controls, on the power of buildings. Anna Siefken, Deputy Director, Federal Energy Management Program, Dept. of Energy, on how the federal government reduces the energy use and carbon footprint of its 350,000 buildings. Laura Busse Dolan, CEO, Applied Imagination, which designs and builds miniature buildings from plants and botanicals. Subscribe to our newsletter to receive our podcasts, blog, events and special coaching offers.. Thanks for subscribing on Apple Podcasts or iHeartRadio and leaving us a review! Follow us on Twitter @joanmichelson
It's an article of faith in many conservative circles that the Trump administration's tough anti-immigrant policies will free up jobs for U.S. born workers. New research from Economic Policy Institute senior economist Ben Zipperer, however, demonstrates conclusively that the opposite is the case. Zipperer's calculations actually show that the net impact of mass deportation […]
Experts have offered reassurance our high inflation isn't a sign of things to come. Stats NZ figures show the Consumers Price Index reached 2.7 percent for the year to June. Inflation fell to just 2.2 percent last year - from 7.3 percent three years ago - but has been rising since. Kiwibank senior economist Mary Jo Vergara says this is likely a spike, so should go back down. "If you look at domestic inflation, that's really trending down - so I don't think this is going to be something that is persistent." LISTEN ABOVESee omnystudio.com/listener for privacy information.
Experts have offered reassurance our high inflation isn't a sign of things to come. Stats NZ figures show the Consumers Price Index reached 2.7 percent for the year to June. Inflation fell to just 2.2 percent last year - from 7.3 percent three years ago - but has been rising since. Kiwibank senior economist Mary Jo Vergara says this is likely a spike, so should go back down. "If you look at domestic inflation, that's really trending down - so I don't think this is going to be something that is persistent." LISTEN ABOVESee omnystudio.com/listener for privacy information.
We've been talking about the tariff effect for months... well Inflation accelerated last month... are we finally seeing the tariff trickle effect through the US economy? Robert Spendlove, Senior Economist with Zions Bank joins us to discuss these inflation numbers and where the biggest growing pains are coming from for the average consumer.
With the global economy entering a period of uncertainty, it is clear that the economic model Ireland had relied on for the past 50 years is under significant strain. However, while the immediacy of current global challenges is undeniable, we must not lose sight of the opportunities ahead. As we look forward to Budget 2026, we must now commit to investing in our agility and prioritising the tools which make Ireland a place which can innovate, adopt new technology, deliver infrastructure, upskill our workforce and regulate proportionately. In this episode of Ibec Responds, Gerard Brady, Chief Economist, is joined by Hazel Ahern-Flynn, Senior Economist, and Mourad Mejdi, Economist, to explore Our budget ambition – Matching vigilance with agility.Find out more about Our budget ambition.Thank you for listening. To explore all of Ibec's podcast offering, visit here. Make sure to follow Ibec Podcasts to stay up to date with new episodes.
A notorious Ottawa chronic protester was found guilty of causing a disturbance and breaching bail conditions. A senior economist at the Bank of Montreal is blasting Carney over deficit spending and his government's lack of transparency. Canada's job market saw growth for the first time in five months, but students are being left behind. Learn more about your ad choices. Visit megaphone.fm/adchoices
Surging rents and the cost-of-living crisis is pushing Aussie renters to tipping point - so what can they do about it? Chatting with Anne Flaherty, Senior Economist at REA Group, and Catherine Anderson, General Manager of Marketing at Origin Energy, we break down the PropTrack Origin Renter Reality Report to see how the system can be improved, and how renters can finally get some relief.
In Part 1 of our conversation with Tianchen Xu, Senior Economist at The Economist Intelligence Unit, we dig into China's macro performance in the first half of 2025—and what the future may hold. Tianchen analyzes Q1's headline 5.4% growth, discusses why the London trade truce between the US and China matters, and highlights what Western media narratives often miss when reporting on China's economy.We also explore how resilient China's economy really is in the face of renewed US tariffs, whether the truce will hold, and how all of this impacts international brands and investor sentiment. For anyone navigating China's economic landscape in 2025, this episode offers a level-headed, data-driven perspective.Discussion Points:Why Q1 2025's 5.4% GDP growth may be more complicated than it looksThe London US-China tariff agreement: what it covers and what could unravelHow China's supply chain reconfiguration may insulate it from future tariff shocksWhat Western media gets wrong about China's macro fundamentalsThe role of state-led investment and policy buffers in maintaining growth momentum
Thank you so much for listening to the Bob Harden Show, celebrating nearly 14 years broadcasting on the internet. On Friday's show, we visit with Senior Legal Fellow with Pacific Legal Foundation William Yeatman about the Senate's focus on reducing spending through the “recission” process, and we discuss the Supreme Court's big ruling on reducing the size of the federal workforce. We visit with Senior Economist from the Competitive Enterprise Institute Ryan Young about the CBO, the economy, the recission process, and tariffs. We visit with Landmark Legal Foundation Vice President Michael O'Neill about the continuing judicial assault on Trump's agenda. We also visit with Professor Larry Bell about Trump's middle school textbooks and climate science. We have terrific guests on Monday's show including historian Marc Schulman, Senior Editor for AIER.org Jon Miltimore, and author Jim McTague. Access this or past shows at your convenience on my web site, social media platforms or podcast platforms.
New data shows household spending increased in June by 0.3%, but is it enough to get the economy moving amidst a cautious Reserve Bank? See omnystudio.com/listener for privacy information.
On July 4th, the Big Beautiful Bill was signed into law, and with it, sweeping changes to food assistance programs that support millions of Americans. Advocates say it includes the largest cuts to SNAP in U.S. history. But this isn’t just about food budgets. Many warn of deeper ripple effects: on children’s health, educational outcomes, and the long-term stability of vulnerable households. To understand how these changes will affect New Yorkers, I spoke with two people on the front lines of food policy: Krista Hesdorfer from Hunger Solutions New York, and Debipriya Chatterjee, a Senior Economist at the Community Service Society of New York. These conversations were recorded just before the bill was signed, but remain deeply relevant as we look ahead to how this law will be implemented.See omnystudio.com/listener for privacy information.
Japan and South Korea face 25% US tariffs in August. Donald Trump also sent tariff letters to twelve other countries on Monday with details of the tariffs of up to 40% that they could face. We hear from the US Consumer Technology Association on what tariffs could mean for stores across America. Also, as the trading day starts in Tokyo and with elections on the horizon, we ask how Japan's government will interpret President Trump's latest tariff threat.And how street art is encouraging thousands of tourists back to a once-deserted village in southern Italy. Throughout the programme, Sam will be joined by two guests on opposite sides of the world: Peter Landers, Wall Street Journal Asia Business and Finance Editor in Beijing, and Erin McLaughlin, Senior Economist at the Conference Board in new York.
The Government was forced into a humiliating climbdown over its controversial benefits bill this week, and any savings the Treasury had hoped to make were wiped out. The politics of this is a subject on its own, but the underlying problem the government was trying to solve, however, remains. David Aaronovitch asks his guests why the cost of disability benefits has ballooned so unexpectedly, who gets them and why and whether the system works for disabled people.Guests:Paul Lewis, Presenter Moneybox, BBC Radio 4 Tom Waters, Associate Director, Institute for Fiscal Studies Louise Murphy, Senior Economist, Resolution Foundation Ruth Patrick, Professor of Social and Public Policy, University of GlasgowPresenter: David Aaronovitch Producers: Caroline Bayley, Kirsteen Knight and Sally Abrahams Production co-ordinator: Maria Ogundele Sound engineers: Sarah Hockley and Gareth Jones Editor: Richard Vadon
$3.3 trillion estimated ... that's how much the One Big Beautiful Bill is estimated to add to the national deficit... As the One Big Beautiful bill makes its way through congress... what are the implications of this massive amount of debt that could be piled on? Robert Spendlove, Senior Economist with Zions Bank, shares his input.
As the end of the 90-day tariff pause looms, we think immutable economic laws will limit extreme policy changes. Nicholas Fawcett, Senior Economist at the BlackRock Investment Institute, discusses how the U.S. administration is shifting to more market-friendly policies, including tax cuts and regulatory reforms. General disclosure: This material is intended for information purposes only, and does not constitute investment advice, a recommendation or an offer or solicitation to purchase or sell any securities, funds or strategies to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The opinions expressed are as of the date of publication and are subject to change without notice. Reliance upon information in this material is at the sole discretion of the reader. Investing involves risks. BlackRock does and may seek to do business with companies covered in this podcast. As a result, readers should be aware that the firm may have a conflict of interest that could affect the objectivity of this podcast.In the U.S. and Canada, this material is intended for public distribution.In the UK and Non-European Economic Area (EEA) countries: this is Issued by BlackRock Investment Management (UK) Limited, authorised and regulated by the Financial Conduct Authority. Registered office: 12 Throgmorton Avenue, London, EC2N 2DL. Tel:+ 44 (0)20 7743 3000. Registered in England and Wales No. 02020394. For your protection telephone calls are usually recorded. Please refer to the Financial Conduct Authority website for a list of authorised activities conducted by BlackRock.In the European Economic Area (EEA): this is Issued by BlackRock (Netherlands) B.V. is authorised and regulated by the Netherlands Authority for the Financial Markets. Registered office Amstelplein 1, 1096 HA, Amsterdam, Tel: 020 – 549 5200, Tel: 31-20- 549-5200. Trade Register No. 17068311 For your protection telephone calls are usually recorded.For Investors in Switzerland: This document is marketing material.In South Africa: Please be advised that BlackRock Investment Management (UK) Limited is an authorised Financial Services provider with the South African Financial Services Board, FSP No. 43288.In Singapore, this is issued by BlackRock (Singapore) Limited (Co. registration no. 200010143N). This advertisement or publication has not been reviewed by the Monetary Authority of Singapore. In Hong Kong, this material is issued by BlackRock Asset Management North Asia Limited and has not been reviewed by the Securities and Futures Commission of Hong Kong. In Australia, issued by BlackRock Investment Management (Australia) Limited ABN 13 006 165 975, AFSL 230 523 (BIMAL). This material provides general information only and does not take into account your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should assess whether the material is appropriate for you and obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances. Refer to BIMAL's Financial Services Guide on its website for more information. This material is not a financial product recommendation or an offer or solicitation with respect to the purchase or sale of any financial product in any jurisdictionIn Latin America: this material is for educational purposes only and does not constitute investment advice nor an offer or solicitation to sell or a solicitation of an offer to buy any shares of any Fund (nor shall any such shares be offered or sold to any person) in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities law of that jurisdiction. If any funds are mentioned or inferred to in this material, it is possible that some or all of the funds may not have been registered with the securities regulator of Argentina, Brazil, Chile, Colombia, Mexico, Panama, Peru, Uruguay or any other securities regulator in any Latin American country and thus might not be publicly offered within any such country. The securities regulators of such countries have not confirmed the accuracy of any information contained herein. The provision of investment management and investment advisory services is a regulated activity in Mexico thus is subject to strict rules. For more information on the Investment Advisory Services offered by BlackRock Mexico please refer to the Investment Services Guide available at www.blackrock.com/mx©2025 BlackRock, Inc. All Rights Reserved. BLACKROCK is a registered trademark of BlackRock, Inc. All other trademarks are those of their respective owners.BIIM0625U/M-4622331
What if the economic slowdown didn't spell disaster—but a window of opportunity? In this episode, Senior Economist Taylor St. Germain of ITR Economics joins the show to unpack what a “soft landing” really means for distributors—and how to strategically navigate uncertainty, inflation moderation, and shifting customer demand without panic or paralysis. If you're a distributor wondering how to protect margins, forecast accurately, or align your strategy to economic signals, this conversation is packed with actionable insight tailored for leaders in the wholesale space.
Jeremy Siegel, Wharton Emeritus Professor of Finance and Senior Economist at WisdomTree, discusses how markets are reacting to global instability, the possibility of renewed tariffs, and the Federal Reserve's stance on interest rates, while highlighting how artificial intelligence could help offset economic challenges. Hosted on Acast. See acast.com/privacy for more information.
Thank you so much for listening to the Bob Harden Show, celebrating nearly 14 years broadcasting on the internet. On Wednesday's show, we continue our discussion of President Trump, the expansion of executive powers, and the Constitution with Cato Institute Chairman Emeritus Bob Levy. Professor and author Andrew Joppa and I discuss a variety of topics including Presidential War Powers, The cease fire in Iran and Israel and the “Trump Doctrine,” the Department of Education, and Immigration in America. Please join us on Thursday's show. We'll visit with Optima Foundation CEO Erika Donalds, Cato Institute's Michael Cannon, Senior Economist with the Competitive Enterprise Institute Ryan Young, and former Mayor of Naples Bill Barnett. Access this or past shows at your convenience on my web site, social media platforms or podcast platforms.
Oisín Gilmore, Senior Economist at TASC, dicusses how the withdrawl of cost-of-living supports could increase poverty.
After a brief rebound in May, consumer confidence slipped again. What changed in June—and what might it mean for the economy this summer? The Consumer Confidence Index dropped to 93.0 from 98.4, wiping out half the gains seen last month. Consumers are feeling less optimistic across the board: both their assessment of current business and labor market conditions and their short-term expectations for income, jobs, and the economy have weakened. Pessimism about job availability and business conditions is also more pronounced than it was in May. In this episode, Stephanie Guichard, Senior Economist for Global Indicators, joins Malala Lin, Economic Research Associate, to unpack the latest data. They explore what's driving this decline in sentiment, how it could shape consumer behavior through the summer, and the broader implications for US economic growth. For more from The Conference Board: US Consumer Confidence Retreats in June Global Leading Indicators: Recession and Growth Trackers Fed Keeps 2 Cuts in 2025, but Dumps 1 Cut in 2026 on Inflation
In this episode, Robert Kavcic, a Senior Economist from the BMO Economics team, joins me to share his insights on the state Canadian housing market, the fundamental drivers, regional differences, how much further prices might have to fall, and where the market is heading over the coming years. As always, all feedback is welcome.
Samim Ghamami, Senior Economist at the U.S. Securities and Exchange Commission, joins Mark, Cris, and Marisa to explore the rapid rise of the private credit market. With global assets surpassing $2 trillion, Samim breaks down the systemic risks posed by this opaque yet fast-growing asset class. The discussion delves into private credit's role in middle-market lending, private equity, and new markets like infrastructure and real estate, as well as its implications for financial stability and regulation.Access the full paper, Private Credit & Systemic Risk here: https://www.economy.com/getfile?q=2107637A-C535-4AFF-83BC-6CBA1AD1FAB9&app=downloadGuest: Samim Ghamami, Senior Economist at the Securities and Exchange CommissionHosts: Mark Zandi – Chief Economist, Moody's Analytics, Cris deRitis – Deputy Chief Economist, Moody's Analytics, Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody's AnalyticsFollow Mark Zandi on 'X', BlueSky or LinkedIn @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@moodys.com. We would love to hear from you. To stay informed and follow the insights of Moody's Analytics economists, visit Economic View.
Thank you so much for listening to the Bob Harden Show, celebrating nearly 14 years broadcasting on the internet. On Wednesday's show, we continue our discussion of President Trump, executive powers, and the Constitution with Cato Institute Chairman Emeritus Bob Levy. Professor and author Andrew Joppa and I discuss a variety of topics including our involvement in the war between Israel and Iran, the use of new technology including drones, Israel's little-discussed nuclear power, and illegal immigration in America. Please join us on Thursday's show. We'll visit with Keith Flaugh, Co-Founder and CEO of the Florida Citizens Alliance, Cato Institute's Michael Cannon, Senior Economist with the Competitive Enterprise Institute Ryan Young, and former Mayor of Naples Bill Barnett. Access this or past shows at your convenience on my web site, social media platforms or podcast platforms.
New data shows consumer confidence has gone up - but overall levels show people are feeling more pessimistic than optimistic about the economy. The Westpac McDermott Miller Consumer Confidence index rose two points in June to 91.2, a modest rise from last quarter's drop. Westpac senior economist Satish Ranchhod says negative news and the rising cost of living are contributing to an uncertain outlook, but confidence is likely to improve once more mortgages drop. LISTEN ABOVESee omnystudio.com/listener for privacy information.
Senior Economist for the Economic Policy Institute, Adam Hersh, discusses the immediate and potential impact of the Trump tariffs, the ongoing challenges of trade fraud, and how the loss of government resources will impact all areas of society.
Grocery prices are still on the rise and aren't showing any signs of leveling out. Robert Spendlove, Senior Economist at Zion's Bank, joins Greg and Holly to discuss the increasing grocery prices and how Utah consumers are reacting to "Trump's Economy".
Recent swings in U.S. inflation highlight the volatile economic backdrop, even before the full tariff impact. Nicholas Fawcett, Senior Economist at the BlackRock Investment Institute explains why we tap into mega forces that keep driving returns.General disclosure: This material is intended for information purposes only, and does not constitute investment advice, a recommendation or an offer or solicitation to purchase or sell any securities, funds or strategies to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The opinions expressed are as of the date of publication and are subject to change without notice. Reliance upon information in this material is at the sole discretion of the reader. Investing involves risks. BlackRock does and may seek to do business with companies covered in this podcast. As a result, readers should be aware that the firm may have a conflict of interest that could affect the objectivity of this podcast.In the U.S. and Canada, this material is intended for public distribution.In the UK and Non-European Economic Area (EEA) countries: this is Issued by BlackRock Investment Management (UK) Limited, authorised and regulated by the Financial Conduct Authority. Registered office: 12 Throgmorton Avenue, London, EC2N 2DL. Tel:+ 44 (0)20 7743 3000. Registered in England and Wales No. 02020394. For your protection telephone calls are usually recorded. Please refer to the Financial Conduct Authority website for a list of authorised activities conducted by BlackRock.In the European Economic Area (EEA): this is Issued by BlackRock (Netherlands) B.V. is authorised and regulated by the Netherlands Authority for the Financial Markets. Registered office Amstelplein 1, 1096 HA, Amsterdam, Tel: 020 – 549 5200, Tel: 31-20- 549-5200. Trade Register No. 17068311 For your protection telephone calls are usually recorded.For Investors in Switzerland: This document is marketing material.In South Africa: Please be advised that BlackRock Investment Management (UK) Limited is an authorised Financial Services provider with the South African Financial Services Board, FSP No. 43288.In Singapore, this is issued by BlackRock (Singapore) Limited (Co. registration no. 200010143N). This advertisement or publication has not been reviewed by the Monetary Authority of Singapore. In Hong Kong, this material is issued by BlackRock Asset Management North Asia Limited and has not been reviewed by the Securities and Futures Commission of Hong Kong. In Australia, issued by BlackRock Investment Management (Australia) Limited ABN 13 006 165 975, AFSL 230 523 (BIMAL). This material provides general information only and does not take into account your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should assess whether the material is appropriate for you and obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances. Refer to BIMAL's Financial Services Guide on its website for more information. This material is not a financial product recommendation or an offer or solicitation with respect to the purchase or sale of any financial product in any jurisdictionIn Latin America: this material is for educational purposes only and does not constitute investment advice nor an offer or solicitation to sell or a solicitation of an offer to buy any shares of any Fund (nor shall any such shares be offered or sold to any person) in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities law of that jurisdiction. If any funds are mentioned or inferred to in this material, it is possible that some or all of the funds may not have been registered with the securities regulator of Argentina, Brazil, Chile, Colombia, Mexico, Panama, Peru, Uruguay or any other securities regulator in any Latin American country and thus might not be publicly offered within any such country. The securities regulators of such countries have not confirmed the accuracy of any information contained herein. The provision of investment management and investment advisory services is a regulated activity in Mexico thus is subject to strict rules. For more information on the Investment Advisory Services offered by BlackRock Mexico please refer to the Investment Services Guide available at www.blackrock.com/mx©2025 BlackRock, Inc. All Rights Reserved. BLACKROCK is a registered trademark of BlackRock, Inc. All other trademarks are those of their respective owners. BIIM0625U/M-4586289
Our economists Michael Gapen and Sam Coffin discuss how a drop in immigration is tightening labor markets, and what that means for the U.S. economic outlook and Fed policy. Read more insights from Morgan Stanley.----- Transcript -----Michael Gapen: Welcome to Thoughts on the Market. I'm Michael Gapen, Morgan Stanley's Chief U.S. Economist.Sam Coffin: And I'm Sam Coffin, Senior Economist on our U.S. Economics research team.Michael Gapen: Today we're going to have a discussion about the potential economic consequences of the administration's shift in immigration policies. In particular, we'll focus much of our attention on the influence that immigration reform is having on the U.S. labor market. And what it means for our outlook on Federal Reserve policy.It's Friday, June 13th at 9am in New York.So, Sam, news headlines have been dominated by developments in the President's immigration policies; what is being called by, at least some commentators, as a toughening in his stance.But I'd like to set the stage first with any new information that you think we've received on border encounters and interior removals. The administration has released new data on that recently that covered at least some of the activity earlier this year. What did it tell you? And did it differ markedly from your expectations?Sam Coffin: What we saw at first was border encounters falling sharply to 30,000 a month from 200,000 or 300,000 a month last year. It was perhaps a surprise that they fell that sharply. And on the flip side, interior removals turned out to be much more difficult than the administration had suggested. They'd been targeting maybe 500,000 per year in removals, 1500 a day. And we're hitting a third or a half of that pace.Michael Gapen: So maybe the recent escalation in ICE raids could be in response to this, right? The fact that interior removals have not been as large as some in the administration would desire.Sam Coffin: That's correct. And we think those efforts will continue. The House Budget Reconciliation Bill, for example, has about $155 billion more in the budget for ICE, a large increase over its current budget. This will likely mean greater efforts at interior removals. About half of it goes to stricter border enforcement. The other half goes to new agents and more operations. We'll see what the final bill looks like, but it would be about a five-fold increase in funding.Michael Gapen: Okay. So much fewer encounters, meaning fewer migrants entering the U.S., and stepped-up enforcement on interior removals. So, I guess, shifting gears on the back of that data. Two important visa programs have also been in the news. One is the so-called CHNV Parole Program that's allowed Cubans, Haitians, Nicaraguans, and Venezuelans to enter the U.S. on parole. The Supreme Court recently ruled that the administration could proceed with removing their immigration status.We also have immigrants on TPS, or Temporary Protected Status, which is subject to periodic removal; if the administration determines that the circumstances that warranted their immigration into the U.S. are no longer present. So, these would be immigrants coming to the U.S. in response to war, conflict, environmental disasters, hurricanes, so forth.So, Sam, how do you think about the ramping up of immigration controls in these areas? Is the end of these temporary programs important? How many immigrants are on them? And what would the cancellation of these mean in terms of your outlook for immigration?Sam Coffin: Yeah, for CHNV Paroles, there are about 500,000 people paroled into the U.S. The Supreme Court ruled that the administration can cancel those paroles. We expect now that those 500,000 are probably removed from the country over the next six months or so. And the temporary protected status; similarly, there are about 800,000 people on temporary protected status. About 600,000 of them have their temporary status revoked at this point or at least revoked sometime soon. And it looks like we'll get a couple hundred thousand in deportations out from that program this year and the rest next year.The result is net immigration probably falling to 300,000 people this year. We'd expected about a million, when we came into this year, but the faster pace of deportation takes that down. So, 300,000 this year and 300,000 next year, between the reduction in border encounters and the increase in deportations.Michael Gapen: So that's a big shift from what we thought coming into the year. What does that mean for population growth and growth in the labor force? And how would this compare – just put it in context from where we were coming out of the pandemic when immigration inflows were quite large.Sam Coffin: Yeah. Population growth before the pandemic was running 0.5 to 0.75 percent per year. With the large increase in immigration, it accelerated 1-1.25 percent during the years of the fastest immigration. At this point, it falls by about a point to 0.3-0.4 percent population growth over the next couple of years.Michael Gapen: So almost flat growth in the labor force, right? So, translate that into what economists would call a break-even employment rate. How much employment do you need to push the unemployment rate down or push the unemployment rate up?Sam Coffin: Yeah, so last year – I mean, we have the experience of last year. And last year about 200,000 a month in payroll growth was consistent with a flat unemployment rate. So far this year, that's full on to 160,000-170,000 a month, consistent with a flat unemployment rate. With further reduction in labor force growth, it would probably decline to about 70,000 a month. So much slower payrolls to hold the unemployment rate flat.Michael Gapen: So, as you know, we've taken the view, Sam, that immigration controls and restrictions will mean a few important things for the economy, right? One is fewer consuming households and softening demand, but the foreign-born worker has a much higher participation rate than domestic workers; about 4 to 5 percentage points higher.So, a lot less labor force growth, as you mentioned. How have these developments changed your view on exactly how hard it's going to be to push the unemployment rate higher?Sam Coffin: So, so far this year, payrolls have averaged about 140,000 a month, and the unemployment rate's been going sideways at 4.2 percent. It's been going sideways since – for about nine months now, in fact. We do expect that payroll growth slows over the course of this year, along with the slowing in domestic demand. We have payroll growth falling around 50,000 a month by late in the year; but the unemployment rate going sideways, 4.3 percent this year because of that decline in breakeven payrolls.For next year, we also have weak payroll growth. We also expect weak payroll growth of about 50,000 a month. But the unemployment rate rising somewhat more to 4.8 percent by the end of the year.Michael Gapen: So, immigration controls really mean the unemployment rate will rise, but less than you might expect and later than you might expect, right? So that's I guess what we would classify as the cyclical effect of immigration.But we also think immigration controls and a much slower growth in the labor force means downward pressure on potential. Where are we right now in terms of potential growth and where's that vis-a-vis where we were? And if these immigration controls go into place, where do we think potential growth is going?Sam Coffin: Well, GDP potential is measured as the sum of productivity growth and growth in trend hours worked. The slower immigration means slower labor force growth and less capacity for hours. We estimated potential growth between 2.5 and 3 percent growth in 2022 to 2024. But we have it falling to 2.0 percent presently – or back to where it was before COVID. If we're right on immigration going forward and we see those faster deportations and the continued stoppage at the border, it could mean potential growth of only 1.5 percent next year.Michael Gapen: That's a big change, of course, from where the economy was just, you know, 12 to 18 months ago. And I'd like to circle back to one point that you made in bringing up the recent employment numbers. In the May job report that was released last week, we also saw a decline in labor force participation. It went down two-tenths on the month.Now, on one hand that may have prevented a rise in the unemployment rate. It was 4.2 but could have been maybe 4.5 percent or so – had the participation rate held constant. So maybe the labor market weakened, and we just don't know it yet. But you have an idea that you've put forward in some of our reports that there might be another explanation behind the drop in the participation rate. What is that?Sam Coffin: It could be that the threat of increased deportations has created a chilling effect on the participation rate of undocumented workers.Michael Gapen: So, explain to listeners what we mean by a chilling effect in participation, right? We're not talking about restricting inflows or actual deportations. What are we referring to?Sam Coffin: Perhaps undocumented workers step out of the workforce temporarily to avoid detection, similar to how people stayed out of the workforce during the pandemic because of fear of infection or need to take care of children or parents. If this is the case, some of the foreign-born population may be stepping out of the labor force for a longer period of time.Michael Gapen: Right. Which would mean the unemployment rate at 4.2 percent is real and does not mask weakness in the labor market. So, whether it's less in migration, more interior removals, or a chilling effect on participation, then the labor market still stays tight.Sam Coffin: And this is why we think the Fed moves later but ultimately cuts more. It's a combination of tariffs and immigration.Michael Gapen: That's right. So, our baseline is that tariffs push inflation higher first, and so the Fed sees that. But if we're right on immigration and your forecast is that the unemployment rate finishes the year at 4.3, then the Fed just stays on hold. And it's not until the unemployment rate starts rising in 2026 that the Fed turns to cuts, right. So, we have cuts starting in March of next year. And the Fed cutting all the way down to 250 to 275.Well, I think altogether, Sam, this is what we know now. It's certainly a fluid situation. Headlines are changing rapidly, so our thoughts may evolve over time as the policy backdrop evolves. But Sam, thank you for speaking with me.Sam Coffin: Thank you very much.Michael Gapen: And thanks for listening. If you enjoy the show, please leave us a review wherever you listen and share Thoughts on the Market with a friend or colleague today.
Thank you so much for listening to the Bob Harden Show, celebrating nearly 14 years broadcasting on the internet. On Friday's show, we visit with Senior Legal Fellow with Pacific Legal Foundation William Yeatman about anticipated revisions of the “Big, Beautiful Bill,” and we discuss the events in Los Angeles. We visit with Libertarian Commentator Patrick Carroll about the outrageous use of the “takings” clause in Washington, D.C. We visit with the Senior Economist for the Competitive Enterprise Institute Ryan Young about the economy, interest rates, and tariffs. We also visit with Professor Larry Bell about the Israeli strikes in Iran. We have terrific guests on Monday's show including historian Marc Schulman, Senior Editor for AIER.org Jon Miltimore, and author Jim McTague. Access this or past shows at your convenience on my web site, social media platforms or podcast platforms.
Africa Melane is joined by Thabile Nkunjana, a Senior Economist at The National Agricultural Marketing Council in Pretoria, to unpack the debate surrounding South Africa’s official unemployment rate, which sits at 32.9% for the first quarter of 2025. The conversation follows comments by Capitec CEO Gerrie Fourie, who claimed the true rate could be closer to 10% if informal and self-employed workers were properly counted. This claim has been strongly rejected by Stats SA. Presenter John Maytham is an actor and author-turned-talk radio veteran and seasoned journalist. His show serves a round-up of local and international news coupled with the latest in business, sport, traffic and weather. The host’s eclectic interests mean the program often surprises the audience with intriguing book reviews and inspiring interviews profiling artists. A daily highlight is Rapid Fire, just after 5:30pm. CapeTalk fans call in, to stump the presenter with their general knowledge questions. Another firm favourite is the humorous Thursday crossing with award-winning journalist Rebecca Davis, called “Plan B”. Thank you for listening to a podcast from Afternoon Drive with John Maytham Listen live on Primedia+ weekdays from 15:00 and 18:00 (SA Time) to Afternoon Drive with John Maytham broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/BSFy4Cn or find all the catch-up podcasts here https://buff.ly/n8nWt4x Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media: CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.
President Trump has posted on social media today (Wednesday), about a deal he says the US struck with China, related to trade and tariffs. According to the President, there will be a 55 percent tariff on Chinese goods, imported into the US, and the US will be able to get rare earth minerals and magnets from China - that go into things like car batteries and phones, according to ABC. Robert Spendlove, Senior Economist with Zions Bank, joins Greg and Holly to discuss some of the new terms of this proposed deal and the impact on consumers. Greg and Holly discuss the impact of rare minerals involved in the deal and speak with Utah Representative Ray Ward, about Utah could contribute more to mineral production in the US.
Michael Every of Rabobank discusses the evolving global financial and geopolitical landscape. He explores the potential transformation of the dollar system from one based on financialization to one focused on industrial production, possibly involving Bitcoin as a strategic reserve and dollar stablecoins, with the aim of reducing inequality both within and between countries. The conversation also touches on the concept of multipolarity and the emergence of regional blocs, while questioning whether any alternative currency or system can truly replace the dollar's global acceptance. He examines the potential for military conflict in this great interregnum period and explains neo-mercantilism as the key takeaway. Watch on BitChute / Brighteon / Rumble / Substack / YouTube Geopolitics & Empire · Michael Every: Neo-Mercantilism & the New World Order #563 *Support Geopolitics & Empire! Become a Member https://geopoliticsandempire.substack.com Donate https://geopoliticsandempire.com/donations Consult https://geopoliticsandempire.com/consultation **Visit Our Affiliates & Sponsors! Above Phone https://abovephone.com/?above=geopolitics easyDNS (15% off with GEOPOLITICS) https://easydns.com Escape Technocracy course (15% off with GEOPOLITICS) https://escapethetechnocracy.com/geopolitics PassVult https://passvult.com Sociatates Civis (CitizenHR, CitizenIT, CitizenPL) https://societates-civis.com Wise Wolf Gold https://www.wolfpack.gold/?ref=geopolitics Websites Rabobank https://www.rabobank.com/knowledge/our-experts/011085368/michael-every X https://x.com/TheMichaelEvery About Michael Every Michael Every is a Global Strategist at Rabobank. He analyses major financial developments and contributes to the bank's various economic research publications for internal and external customers and to the media. Michael has over two decades of experience working as an Economist and Strategist. Before Rabobank, he was a Director at Silk Road Associates in Bangkok, Senior Economist and Fixed Income Strategist at the Royal Bank of Canada in both London and Sydney, and an Economist for Dun & Bradstreet in London. Michael holds a Masters degree in Economics (with distinction) from University College London and speaks a smattering of languages, including Thai. *Podcast intro music is from the song "The Queens Jig" by "Musicke & Mirth" from their album "Music for Two Lyra Viols": http://musicke-mirth.de/en/recordings.html (available on iTunes or Amazon)
Interest rates weren't cut this week. Why? Well, it's complicated. The Bank of Canada didn't give borrowers a break when it set policy on Wednesday, as Tiff Macklem cited the need to wait for more data points. The word "uncertainty" is being thrown around, although ironically, the economy was actually stronger in the first quarter than forecast. Host Mike Eppel speaks to experts about the lack of a cut and what that means for the market, home buyers and home owners. Guests: Claire Fan, Senior Economist, Royal Bank of Canada Phil Soper, President Royal LePage 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
Thank you so much for listening to the Bob Harden Show, celebrating nearly 14 years broadcasting on the internet. On Friday's show, we visit with Senior Legal Fellow with Pacific Legal Foundation William Yeatman about anticipated revisions of the “Big, Beautiful Bill,” Supreme Court decisions, and we discuss the rift between Trump and Musk. We visit with the Producer of “Undoctrination” for FEE.org Maggie Anders about a risk-averse generation characterized by increased anxiety and loneliness. We visit with the Senior Economist for the Competitive Enterprise Institute Ryan Young about the economy, interest rates, and tariffs. We also visit with Professor Larry Bell about the risks, rewards, and perils anticipated in the “AI” revolution. We have terrific guests on Monday's show including historian Marc Schulman, Senior Editor for AIER.org Jon Miltimore, and author Jim McTague. Access this or past shows at your convenience on my web site, social media platforms or podcast platforms.
“Our core business is harvesting and collecting the by-product from coal combustion plants historically, called fly ash. We introduce it into supplementary cementitious materials to create a Portland cement replacement. We are pushing for 20% and even 30% [replacement of traditional cement] and hopefully reaching 100% one day with our technologies that are still in development.” Marci Jenks on Electric Ladies Podcast We need infrastructure that's safe, strong, durable and climate resilient. To build our cities, roads, bridges and more, 30 billion tonnes of concrete is poured around the world every year. If concrete and cement were a country, it'd be the third largest emitting country behind the US and China! An innovative company tackling this challenge is Eco Material Technologies. Listen to Marcy Jenks, Director of Rail Logistics at Eco Material Technologies, who speaks to Joan about how green cement alternatives are making their way into major construction projects from Texas to Pennsylvania. You'll hear about: How Eco Material Technologies is disrupting traditional cement with its sustainable alternative. Ways that green cement reduces long-term costs. Eco Material Technologies' rail-focused logistics strategy that lowers carbon emissions. Expanding roles for women in the male-dominated construction and logistics industries. Plus, career advice for women in the construction and logistics industries. “We need to continue to advocate for ourselves as women and for the women adjacent to us. There is a lot of opportunity for us to have our voices be heard, get a seat at the table, and our voices are critical. The unique insights that we bring, our perspectives and our kind of innate leadership and problem solving skills are key to this environmental and sustainability conversation in [the construction] industry and business.” Marci Jenks on Electric Ladies Podcast You'll also like: Joan Michelson's Forbes article on 5 Key Ways Climate Change And Economic Forces Are Redesigning Buildings. Deborah Lee James, 23rd Secretary of the U.S. Air Force, on good leadership traits in times of change. Lauren Sorkin, Co-founder and Executive Director, Resilient Cities Network, on how cities can withstand the shocks of climate change. Katie McGinty, Johnson Controls Chief Sustainability Officer, on why buildings are key to helping businesses address their carbon emissions. Anna Siefken, formerly from the Federal Energy Management Program at the U.S. Department of Energy, on plans to reduce the carbon footprint of federal buildings across the country. Erin McLaughlin, Senior Economist at The Conference Board explains why buildings are key to mitigating climate change. Read more of Joan's Forbes articles here. More from Electric Ladies Podcast! JUST LAUNCHED: Join our global community at electric-ladies.mykajabi.com! For a limited time, be a member of the Electric Ladies Founders' Circle at an exclusive special rate. Elevate your career with expert coaching and ESG advisory with Electric Ladies Podcast. Unlock new opportunities, gain confidence, and achieve your career goals with the right guidance. Subscribe to our newsletter to receive our podcasts, articles, events and career advice – and special coaching offers. Thanks for subscribing on Apple Podcasts, iHeart Radio and Spotify and leaving us a review! Don't forget to follow us on our socials Twitter: @joanmichelson LinkedIn: Electric Ladies Podcast with Joan Michelson Twitter: @joanmichelson Facebook: Green Connections Radio
Thank you so much for listening to the Bob Harden Show, celebrating nearly 14 years broadcasting on the internet. On Friday's show, we visit with Senior Legal Fellow with Pacific Legal Foundation William Yeatman about the anticipated revisions of the “Big, Beautiful Bill,” and we discuss the legal challenges to Trump's tariffs. We visit with the Producer of “Undoctrination” for FEE.org Maggie Anders about generational gap in the prospects for home ownership. We visit with the Senior Economist for the Competitive Enterprise Institute Ryan Young about legal challenges to Trump's tariffs. We also visit with Professor Larry Bell about Biden's cognitive crisis; who was really running the country? We have terrific guests on Monday's show including historian Marc Schulman, Senior Editor for AIER.org Jon Miltimore, and author Jim McTague. Access this or past shows at your convenience on my web site, social media platforms or podcast platforms.
A recent rendition of Jeff Caplan's Minute of News focused on recession indicators including the men's underwear index, which looks at how men's underwear are selling... Debbie and Marty go through more got more unusual recession indicators and speak with Robert Spendlove, Senior Economist with Zions Bank about what signals him that a recession may be on the horizon.
The US President, Donald Trump's administration, has ordered its embassies abroad to pause new applications for student and exchange visitor visas as it prepares to expand social media vetting of foreign students. We hear from former US Education Secretary Arne Duncan – who was in office during Obama's presidency. Japanese-owned steelmaker Nippon Steel is expected to close its “partnership” with U.S. Steel at $55 per share, as the US media have reported. On Friday, last week, President Donald Trump said that he has cleared the deal. And Rahul Tandon hears how one woman's quest to buy only US-made goods has been surprisingly difficult. Throughout the programme, we will be joined by two guests on opposite sides of the world: Erin McLaughlin, Senior Economist, The Conference Board in the US, and Simon Littlewood, President of ACG Global or a business consultant based in Singapore.
Tariffs and stock market movements remained top of mind for consumers in May. The Expectations Index—based on consumers' short-term outlook for income, business, and labor market conditions—showed modest improvement overall. Expectations for business conditions and the labor market inched up but stayed in pessimistic territory. The key bright spot was income expectations, which moved into positive territory, supported by a stronger stock market and early signs of progress on a trade deal with China. Dana Peterson, Chief Economist and Leader of the Economy, Strategy & Finance Center at The Conference Board, sits down with Stephanie Guichard, Senior Economist, Global Indicators, and Erik Lundh, Senior Global Economist, to discuss the outlook for the US GDP, whether consumers are worried about a recession, and how the Fed might handle the current uncertainty. 00:38 Consumer Confidence in May 01:34 Impact of Tariffs and Financial Markets 04:08 Consumer Expectations and Spending 08:21 Inflation and Financial Concerns 13:03 Changes in US and Global Economic Forecasts 21:10 Factors Influencing Future Economic Outlook 22:46 Conclusion and Farewell
A domestic rice shortage in Japan has caused supermarket shelves to empty and prices to double. Rice is more than a staple food in Japan—it carries deep cultural, historical and even spiritual significance. The rice crisis highlights broader weaknesses in Japan's economy. Japan imports over half of its food and has experienced persistent inflation. The country's economic resilience is being tested by supply chain pressures, demographic shifts, and increased trade tensions.Efforts to address the shortage have focused on auctioning rice reserves, but underlying economic challenges persist.Contributors: • Yi-Chun Ko, Professor, Asian Growth Research Institute, Fukuoka, Japan • Emiko Ohnuki-Tierney, William F. Vilas Research Professor, University of Wisconsin–Madison, US • Stefan Angrick, Senior Economist, Moody's Analytics, Tokyo, Japan • Norihiro Yamaguchi, Lead Economist, Oxford Economics, Tokyo, JapanPresenter: Charmaine Cozier Producer: Louise Clarke Researcher: Katie Morgan Editor: Tara McDermott Technical producer: Richard Hannaford Production Management Assistant: Liam Morrey
Price cuts surge across the housing market as inventory bounces back in a big way. The “healthier” housing market is starting to show, and the “gap” between buyers and sellers is shrinking. Zillow's Orphe Divounguy is back to give a sneak peek at their latest housing market data, which shows encouraging signs for buyers, agents, lenders, and anyone who wants the housing market to get back in action! After Zillow recently forecasted a home price decline in 2025, many saw this as a bearish signal for housing. But Orphe, Senior Economist at Zillow, says that this is instead a good sign for the market. With inventory rising, sellers are getting more realistic, meaning lower prices and more choice for buyers. But what about mortgage rates—could they also drop and fuel even greater affordability? Orphe is sharing his mortgage rate prediction as well. How will trade wars and tariffs affect the housing market with so many Americans on the financial edge? Could higher inflation and a potential recession breed big trouble for the housing market? We're getting Orphe's refreshingly data-backed (and surprisingly optimistic) take on what's to come in the rest of 2025. In This Episode We Cover Zillow's latest May 2025 housing market update (and GOOD news for buyers) Record price cuts: why sellers are starting to get realistic Housing markets seeing the most pain, and which to think twice about before investing How trade wars and tariffs could hit housing, and Orphe's take on inflation Is a recession really coming? Why Orphe isn't so sure that the writing is on the wall And So Much More! Links from the Show Join the Future of Real Estate Investing with Fundrise Join BiggerPockets for FREE Sign Up for the On the Market Newsletter Find an Investor-Friendly Agent in Your Area Dave's BiggerPockets Profile BiggerPockets Real Estate 1101 - Housing Market Shift: Inventory Catapults Back, Buying Opportunities Grow Economic Policy Uncertainty Index Grab Dave's Book, “Real Estate by the Numbers” Check out more resources from this show on BiggerPockets.com and https://www.biggerpockets.com/blog/on-the-market-320 Interested in learning more about today's sponsors or becoming a BiggerPockets partner yourself? Email advertise@biggerpockets.com. Learn more about your ad choices. Visit megaphone.fm/adchoices
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