Podcasts about Supply management

In Season 5, Episode 35 of The Food Professor podcast, co-hosts Michael LeBlanc and Sylvain Charlebois deliver an information-packed episode with significant developments in both personal and industry news.Sylvain Charlebois opens with a major announcement about joining Texas A&M University on August 1st to lead their #1-ranked Masters in Agribusiness program while maintaining his position at Dalhousie University. Speaking from Saskatoon, Sylvain shares insights about his keynote on AI in the food business and briefly touches on the political climate following recent Canadian election results.The second Canadian Food Sentiment Index reveals continued concerns about food inflation, with many consumers pessimistically expecting double-digit inflation rates. The report highlights growing consumer trust in independent grocers, likely driven by the strengthening Buy Local movement. Sylvain notes that grocery retailers like Loblaw are becoming more transparent about strategic challenges they face.The featured interview showcases an in-depth in-person conversation live at SIAL Canada between Sylvain and Gilles Froment, Senior Vice President of Government Relations at Lactalis and President of the International Dairy Federation (IDF), marking the podcast's first solo interview by Sylvain in five years.Froment, only the third Canadian to head the IDF in its 120-year history, explains the organization's role in establishing global dairy standards through its network of 1,200 experts worldwide. The discussion covers critical industry topics including the challenges of plant-based alternatives using dairy terminology, global dairy demand outpacing supply, and the projection of a significant global milk shortage by 2030—potentially equivalent to three times Canada's annual production.Both experts agree this shortage represents a missed opportunity for Canada due to supply management limitations, despite the country's excellent reputation for dairy quality and safety standards. The conversation also explores sustainability challenges facing the dairy industry, with Froment detailing his four-pillar approach: economic sustainability, social impact, environmental responsibility, and nutritional value.Climate change initiatives discussed include carbon sequestration research, genetic selection for lower methane-emitting cows, and the controversy surrounding feed additives. Froment emphasizes the need for carbon measurement at farm level and incentive-based approaches rather than punitive taxation.The episode concludes with Michael and Sylvain discussing Weight Watchers' bankruptcy filing—attributed to the rise of GLP-1 weight loss drugs—and Tim Hortons' new partnership with Canadian actor Ryan Reynolds, debating whether this celebrity endorsement will effectively attract their target demographic of younger women to the coffee chain.. The Food Professor #podcast is presented by Caddle. About UsDr. Sylvain Charlebois is a Professor in food distribution and policy in the Faculties of Management and Agriculture at Dalhousie University in Halifax. He is also the Senior Director of the Agri-food Analytics Lab, also located at Dalhousie University. Before joining Dalhousie, he was affiliated with the University of Guelph's Arrell Food Institute, which he co-founded. Known as “The Food Professor”, his current research interest lies in the broad area of food distribution, security and safety. Google Scholar ranks him as one of the world's most cited scholars in food supply chain management, food value chains and traceability.He has authored five books on global food systems, his most recent one published in 2017 by Wiley-Blackwell entitled “Food Safety, Risk Intelligence and Benchmarking”. He has also published over 500 peer-reviewed journal articles in several academic publications. Furthermore, his research has been featured in several newspapers and media groups, including The Lancet, The Economist, the New York Times, the Boston Globe, the Wall Street Journal, Washington Post, BBC, NBC, ABC, Fox News, Foreign Affairs, the Globe & Mail, the National Post and the Toronto Star.Dr. Charlebois sits on a few company boards, and supports many organizations as a special advisor, including some publicly traded companies. Charlebois is also a member of the Scientific Council of the Business Scientific Institute, based in Luxemburg. Dr. Charlebois is a member of the Global Food Traceability Centre's Advisory Board based in Washington DC, and a member of the National Scientific Committee of the Canadian Food Inspection Agency (CFIA) in Ottawa. Michael LeBlanc is the president and founder of M.E. LeBlanc & Company Inc, a senior retail advisor, keynote speaker and now, media entrepreneur. He has been on the front lines of retail industry change for his entire career. Michael has delivered keynotes, hosted fire-side discussions and participated worldwide in thought leadership panels, most recently on the main stage in Toronto at Retail Council of Canada's Retail Marketing conference with leaders from Walmart & Google. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience with Levi's, Black & Decker, Hudson's Bay, CanWest Media, Pandora Jewellery, The Shopping Channel and Retail Council of Canada to his advisory, speaking and media practice.Michael produces and hosts a network of leading retail trade podcasts, including the award-winning No.1 independent retail industry podcast in America, Remarkable Retail with his partner, Dallas-based best-selling author Steve Dennis; Canada's top retail industry podcast The Voice of Retail and Canada's top food industry and one of the top Canadian-produced management independent podcasts in the country, The Food Professor with Dr. Sylvain Charlebois from Dalhousie University in Halifax.Rethink Retail has recognized Michael as one of the top global retail experts for the fourth year in a row, Thinkers 360 has named him on of the Top 50 global thought leaders in retail, RTIH has named him a top 100 global though leader in retail technology and Coresight Research has named Michael a Retail AI Influencer. If you are a BBQ fan, you can tune into Michael's cooking show, Last Request BBQ, on YouTube, Instagram, X and yes, TikTok.Michael is available for keynote presentations helping retailers, brands and retail industry insiders explaining the current state and future of the retail industry in North America and around the world.

n Season 5 of The Food Professor Podcast, Michael LeBlanc and Dr. Sylvain Charlebois take listeners inside the bustling SIAL Food Innovation Show in Toronto, bringing fresh insights on global food trends and the shifting dynamics of agri-food trade. The episode kicks off with their live reflections on the show floor, surrounded by global exhibitors from Brazil, Peru, Jamaica, and Italy. They note a growing demand for diverse flavors and ethnic cuisines, as well as a strategic pivot by companies to balance foodservice and retail sales post-pandemic.Sylvain highlights how COVID reshaped supply chains, pushing businesses to avoid overreliance on single sectors and prompting innovations that blur lines between restaurant and retail offerings. They discuss ongoing tariff challenges, food inflation stabilizing, and the complex impact of retaliatory tariffs on Canadian importers and exporters.Shifting gears, the duo analyze Canada's post-election political landscape, unpacking what Mark Carney's new government could mean for agri-food policy, carbon taxation, and Canada's trade relationships with the U.S. and Mexico. They speculate about potential reforms to supply management and agri-stability programs, while exploring Western Canadian frustrations over political representation and federal agricultural policy.The second half features an exclusive interview with Martin Lavoie, President & CEO of Groupe Export Agroalimentaire Québec-Canada, Canada's largest agri-food export association. Martin shares how his organization supports over 450 Quebec food exporters through trade shows, market intelligence, and export services. He explains how diversification strategies are evolving amid global tariff volatility, why intra-Canada trade holds untapped potential, and how government procurement could boost domestic food producers.Martin also addresses the challenges of breaking into international markets like Europe, where food economies remain hyper-local, while noting rising demand in Asia and Mexico. He underscores the importance of reducing interprovincial trade barriers to unlock growth and reveals the criteria behind Group Export's annual Export Gala awards.Wrapping up, Michael and Sylvain reflect on Michael Medline's upcoming retirement from Sobeys, discussing his leadership legacy and impact on the grocer's national growth and industry advocacy. They also celebrate T&T's continued U.S. expansion and the launch of Loblaws' Maxi stores outside Quebec.Tune in for expert insights on the evolving agri-food export landscape, retail's competitive shifts, and the policies shaping Canada's food industry future. The Food Professor #podcast is presented by Caddle. About UsDr. Sylvain Charlebois is a Professor in food distribution and policy in the Faculties of Management and Agriculture at Dalhousie University in Halifax. He is also the Senior Director of the Agri-food Analytics Lab, also located at Dalhousie University. Before joining Dalhousie, he was affiliated with the University of Guelph's Arrell Food Institute, which he co-founded. Known as “The Food Professor”, his current research interest lies in the broad area of food distribution, security and safety. Google Scholar ranks him as one of the world's most cited scholars in food supply chain management, food value chains and traceability.He has authored five books on global food systems, his most recent one published in 2017 by Wiley-Blackwell entitled “Food Safety, Risk Intelligence and Benchmarking”. He has also published over 500 peer-reviewed journal articles in several academic publications. Furthermore, his research has been featured in several newspapers and media groups, including The Lancet, The Economist, the New York Times, the Boston Globe, the Wall Street Journal, Washington Post, BBC, NBC, ABC, Fox News, Foreign Affairs, the Globe & Mail, the National Post and the Toronto Star.Dr. Charlebois sits on a few company boards, and supports many organizations as a special advisor, including some publicly traded companies. Charlebois is also a member of the Scientific Council of the Business Scientific Institute, based in Luxemburg. Dr. Charlebois is a member of the Global Food Traceability Centre's Advisory Board based in Washington DC, and a member of the National Scientific Committee of the Canadian Food Inspection Agency (CFIA) in Ottawa. Michael LeBlanc is the president and founder of M.E. LeBlanc & Company Inc, a senior retail advisor, keynote speaker and now, media entrepreneur. He has been on the front lines of retail industry change for his entire career. Michael has delivered keynotes, hosted fire-side discussions and participated worldwide in thought leadership panels, most recently on the main stage in Toronto at Retail Council of Canada's Retail Marketing conference with leaders from Walmart & Google. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience with Levi's, Black & Decker, Hudson's Bay, CanWest Media, Pandora Jewellery, The Shopping Channel and Retail Council of Canada to his advisory, speaking and media practice.Michael produces and hosts a network of leading retail trade podcasts, including the award-winning No.1 independent retail industry podcast in America, Remarkable Retail with his partner, Dallas-based best-selling author Steve Dennis; Canada's top retail industry podcast The Voice of Retail and Canada's top food industry and one of the top Canadian-produced management independent podcasts in the country, The Food Professor with Dr. Sylvain Charlebois from Dalhousie University in Halifax.Rethink Retail has recognized Michael as one of the top global retail experts for the fourth year in a row, Thinkers 360 has named him on of the Top 50 global thought leaders in retail, RTIH has named him a top 100 global though leader in retail technology and Coresight Research has named Michael a Retail AI Influencer. If you are a BBQ fan, you can tune into Michael's cooking show, Last Request BBQ, on YouTube, Instagram, X and yes, TikTok.Michael is available for keynote presentations helping retailers, brands and retail industry insiders explaining the current state and future of the retail industry in North America and around the world.

Dairy farmers are praising Canada's supply management system Learn more about your ad choices. Visit megaphone.fm/adchoices

How intertwined are we with the U.S. auto sector, Canadian dairy supply management, Travel Canada just got bigger Learn more about your ad choices. Visit megaphone.fm/adchoices

Wall Street closed Tuesday's session higher in yet another volatile session as traders took advantage of market uncertainty ahead of Trump's tariff handouts on April 2nd US time, and on the back of weaker-than-expected economic data weighing on investor sentiment. The S&P500 rose 0.38%, the Dow Jones added 0.03% and the Nasdaq ended the day up 0.87%. Investor sentiment was also hit by the Institute for Supply Management manufacturing survey coming in lighter than expected and in contraction territory for February, while February's job openings were also slightly below estimates in signs the economy is slowing due to tariff implications on US economic stability.In Europe overnight, markets reversed Monday's losses to close higher as eurozone inflation data for March showed inflation in the region cooled as expected to 2.2% for the month. The STOXX 600 rose 1.07%, Germany's DAX added 1.7%, the French CAC gained 1.1% and, in the UK, the FTSE100 ended the day up 0.61%.Across the Asia markets on Tuesday, markets also rebounded in the region following Monday's sell-off as investors await clarity on Trump's incoming tariffs, Japan's Nikkei rose 0.11%, South Korea's Kospi Index added 1.62%, Hong Kong's Hang Seng gained 0.38% and China's CSI index ended the day flat.The local market started the trading week mixed with the third-worst session of 2025 posted on Monday followed by a recovery on Tuesday with the key index ending Tuesday's session up 1%.The RBA also held the nation's cash rate at 4.1% for the next period to assess the unfolding trade situation with the US and to ensure inflation in Australia remains on track in the target range of 2-3%.Elsewhere in the economic data space, Australia's latest retail sales figures for February were released yesterday coming in at a rise of 0.2% for February which fell short of economists' expectations and is a positive reading for Australia's inflation journey easing as consumer spend is a big contributor to inflationary pressures.Investors really are riding the wave of volatility right now ahead of Trump's ‘Liberation Day' reciprocal tariff day in the US on Wednesday the 2nd April whereby it is expected the US President will announce an array of tariffs on countries that he believes have been unfairly taxing US imports for some time.The recent volatility has propelled gold to yet another record high overnight with the price of the commodity touching US$3145/ounce as investors flock to the safe-haven asset during times of high uncertainty.What to watch today:Ahead of the midweek trading session here in Australia the SPI futures are anticipating the ASX will open the day up 0.35% tracking Wall Street's rally overnight.On the commodities front this morning, oil is trading 0.33% lower at US$71.25/barrel, gold is down 0.24% at US$3112/ounce and iron ore is up 0.08% at US$102.51/tonne.The Aussie dollar has slightly strengthened against the greenback overnight to buy US$0.62, 93.70 Japanese Yen, 48.44 British pence and NZ$1.10 cents.Trading Ideas:Bell Potter has downgraded Opthea (ASX:OPT) to a sell rating from a buy rating and have dropped the 12-month price target on the company to 5cps following the release of Phase 3 trial results that failed to show any benefit in improving visual acuity when combined with either Eylea or Lucentis across both primary and key secondary endpoints.And Bell Potter has raised the 12-month price target on Aristocrat Leisure (ASX:ALL) from $83 to $85 and maintain a buy rating on the hotels and gaming company after the company's Phoenix Link has grown to 750 units in the EK database after just 4-months with performance strong at 2.5x floor average although trending down. The analyst expects operating momentum in FY25 to accelerate, particularly in Gaming Operations.

In this episode, Liz Ann Sonders and Kathy Jones discuss the current sentiment in the market, contrasting consumer sentiment with investor sentiment amid economic uncertainty. They explore the implications of bearish investor attitudes and the potential for a recession and reflect on the anniversary of the COVID-19 pandemic's impact on the economy. The conversation also highlights key economic indicators to watch in the coming week, including retail sales and Fed decisions.Then, Liz Ann speaks with Kevin Gordon about the overall economic landscape, focusing on recession indicators, labor market dynamics, and the recent earnings season. They explore the implications of tariff policies on business confidence and the challenges companies face in providing guidance, given the uncertainty. Kathy and Liz Ann also discuss the data and economic indicators they will be watching in the coming week, including the upcoming FOMC meeting.On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting. If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresInvestors should consider carefully information contained in the prospectus, or if available, the summary prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing.The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed. Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve. Investing involves risk, including loss of principal. Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options through Schwab. Please read the Options Disclosure Document titled "Characteristics and Risks of Standardized Options" before considering any option transaction.Past performance is no guarantee of future results and the opinions presented cannot be viewed as an indicator of future performance.Indexes are unmanaged, do not incur management fees, costs and expenses, and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.The Economic Policy Uncertainty Index measures newspaper coverage of policy-related economic uncertainty, the number of federal tax code provisions set to expire, and disagreement among economic forecasters.  https://www.policyuncertainty.com/index.htmlISM is the Institute for Supply Management.PMI is the Purchasing Managers Index.(0325-5PME)

Send us a textWhen two fellow military podcasters get together, ones who are both deeply passionate in fighting the mental health stigma by taking better care of Sailors, well you know it's going to be a great conversation! Ladies and gentleman, is my honor to bring you the man behind the Don't Give Up the Ship podcast! In this episode, we sit down with DGUTS, a retired Master Chief Petty Officer with 21 years of experience in the submarine service. Throughout his distinguished career, he served in critical leadership roles, including Division and Departmental Leading Chief Petty Officer, Command Career Counselor, and Senior Enlisted Leader of CS “A” School. His expertise spans Naval Military Training, Supply Management, and Equal Opportunity, making a lasting impact on those he served with.Since retiring in September 2022, DGUTS has embarked on a new mission—pursuing a graduate degree in counseling with the goal of becoming a licensed mental health counselor for veterans. Join us as we discuss his transition from military service to mental health advocacy, the challenges veterans face, and the importance of support systems in post-military life.Tune in for insights on leadership, service, and the power of giving back.

Clyde joins us to chat about current events in Canada and the evolution of his YouTube channel after Covid.   We talk about the latest from the PBD podcast vindicating him, his stance on Canadian Conservatives, PP and the messaging.  Immigration, Fentanyl, RCMP lab busts, election predictions, the corrupt Dairy Lobby, Supply Management and tariffs are also discussed. And we talk about moving to the USA, Trumps last move, trade protectionism and Elon and Trump.   In the last part we chat about some of the differences between Canada and USA, record lows on Chinese goods, Alberta and the 51st State, lazy people, Marx, socialism, the Brain Drain, Atlas Shrugged, Canadian media, the job numbers, Gov EE's, and medical stuff.   https://www.youtube.com/@ClydeDoSomething https://x.com/ClydeDoSomethin   To gain access to the second half of show and our Plus feed for audio and podcast please clink the link http://www.grimericaoutlawed.ca/support.   For second half of video (when applicable and audio) go to our Substack and Subscribe. https://grimericaoutlawed.substack.com/ or to our Locals  https://grimericaoutlawed.locals.com/ or Rokfin www.Rokfin.com/Grimerica Patreon https://www.patreon.com/grimericaoutlawed   Support the show directly: https://grimericacbd.com/ CBD / THC Tinctures and Gummies https://grimerica.ca/support-2/ Outlawed Canadians YouTube Channel: https://www.youtube.com/@OutlawedCanadians Our Adultbrain Audiobook Podcast and Website: www.adultbrain.ca Our Audiobook Youtube Channel:  https://www.youtube.com/@adultbrainaudiobookpublishing/videos Darren's book www.acanadianshame.ca Check out our next trip/conference/meetup - Contact at the Cabin www.contactatthecabin.com Other affiliated shows: www.grimerica.ca The OG Grimerica Show www.Rokfin.com/Grimerica Our channel on free speech Rokfin Join the chat / hangout with a bunch of fellow Grimericans  Https://t.me.grimerica https://www.guilded.gg/chat/b7af7266-771d-427f-978c-872a7962a6c2?messageId=c1e1c7cd-c6e9-4eaf-abc9-e6ec0be89ff3   Leave a review on iTunes and/or Stitcher: https://itunes.apple.com/ca/podcast/grimerica-outlawed http://www.stitcher.com/podcast/grimerica-outlawed Sign up for our newsletter http://www.grimerica.ca/news SPAM Graham = and send him your synchronicities, feedback, strange experiences and psychedelic trip reports!! graham@grimerica.com InstaGRAM https://www.instagram.com/the_grimerica_show_podcast/  Purchase swag, with partial proceeds donated to the show www.grimerica.ca/swag Send us a postcard or letter http://www.grimerica.ca/contact/ ART - Napolean Duheme's site http://www.lostbreadcomic.com/  MUSIC Tru Northperception, Felix's Site sirfelix.bandcamp.com 

Millennials have — on average — more wealth than their parents did at the same age. So why does it feel like they're doing so much worse? On this week's TLDR, we take a look at some data that gets to the heart of our economic insecurities. Plus, gold is the best performing asset of the year so far. What's driving its success? And, how eggs prices are giving Canadians something (else) to brag about.This episode was hosted by Devin Friedman, business reporter Sarah Rieger and former hedgefunder Matthew Karasz, with appearances by TLDR newsletter editor Jared Sullivan and Fast Company data editor Andrew Thompson. Follow us on other platforms, or subscribe to our weekly newsletter: linkin.bio/tldrThe TLDR Podcast is offered by Wealthsimple Media Inc. and is for informational purposes only. The content in the TLDR Podcast is not investment advice, a recommendation to buy or sell assets or securities, and does not represent the views of Wealthsimple Financial Corp or any of its other subsidiaries or affiliates. Wealthsimple Media Inc. does not endorse any third-party views referenced in this content. More information at wealthsimple.com/tldr.

In this episode of the Ag Tribes Report, host Vance Crowe is joined by Amanda Radke, a prominent figure in the agricultural community known for her work as a cattle rancher, motivational speaker, and children's book author. Amanda shares her insights on the controversial use of eminent domain for carbon pipelines, highlighting her relentless fight against these projects in South Dakota. She discusses the origins of the carbon pipeline projects, the political and financial implications, and the grassroots efforts to protect private property rights.Amanda also introduces "Bid on Beef," a platform connecting consumers with ranchers to purchase high-quality beef directly. She explains the motivation behind the initiative and its impact on rural America.The episode delves into the implications of RFK Junior's confirmation as the US Secretary of Health and Human Services, exploring potential shifts in US health policy and its effects on agriculture. Vance and Amanda discuss the mixed reactions within the agricultural community and the broader implications for public health.The conversation shifts to the beef checkoff program and its recent controversial tweet regarding private cattle sales. Amanda shares her perspective on the program's effectiveness and the need for transparency and accountability.Vance and Amanda also explore the potential impact of ending managed supply in Canada, discussing the political and economic ramifications and the possibility of Canadian provinces seeking US statehood.The episode concludes with discussions on Bitcoin land prices, the Peter Thiel paradox, and Amanda's views on government intervention in agriculture. Amanda shares her thoughts on the importance of free markets and entrepreneurship in the agricultural sector.Legacy Interviews - A service that records individuals and couples telling their life stories so that future generations can know their family history. https://www.legacyinterviews.com/experienceRiver.com - Invest in Bitcoin with Confidence https://river.com/signup?r=OAB5SKTP(01:06) Introduction and Guest Introduction(02:24) Bid on Beef: Connecting Consumers with Ranchers(03:35) The Fight Against Carbon Pipelines(10:28) RFK Jr.'s Confirmation and Its Implications(13:05) Controversy Over Beef Checkoff Program(16:19) Managed Supply and Canadian Agriculture(21:24) Bitcoin Land Price Report(24:45) Peter Thiel Paradox: Unique Beliefs(28:27) Worthy Adversaries: Respectful Disagreementshttps://serve.podhome.fm/the-vance-crowe-podcast_638721156549613591

It sounds duller than watching paint dry, but an issue called "supply management" is one of the key factors in Donald Trump's tariff decision.  Trump has criticized Canada's protected agriculture industries for years, and now he's been pointing to supply management in the dairy sector as one of the reasons for his tariff threats. What is the decades-old policy that manages how much dairy product is produced in Canada? And why does Trump care about it?Host David Smith gets a lesson in agriculture production and trade policy from The Food Professor, Sylvain Charlebois, Director of the Agrifood Analytics Lab at Dalhousie University.  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

BC is bracing for Trump's tariff announcement. What exactly is the President's end game? A shark in a Louisiana aquarium gave birth to a baby shark… but there were no males in the tank! Is this a miracle or just the miracle of nature? Last night at a press conference, President Donald Trump blamed DEI for the plane/helicopter crash that took the lives of 64 people. Is it time to say good riddance to Supply Management in the dairy industry?  Learn more about your ad choices. Visit megaphone.fm/adchoices

Is it time to say good riddance to Supply Management in the dairy industry?  Guest: Ryan Cardwell - Professor, Department of Agricultural Economics, University of Manitoba Learn more about your ad choices. Visit megaphone.fm/adchoices

Over in the US on Tuesday, Wall Street closed lower across the major averages as fresh economic data and higher bond yields weighed on investor sentiment. The Dow Jones fell 0.42%, the Nasdaq lost 1.9% and the S&P500 ended the day down 1.11%. Fresh data from the Institute for Supply Management revealed faster-than-expected growth in the US services sector in December which raises investor concerns of inflation remaining sticky in the world's largest economy.In Europe overnight, markets mostly extended their recent rally to close higher on Tuesday as investors digested inflation data and key corporate results. The STOXX 600 added 0.32%, Germany's DAX rose 0.62%, the French CAC lifted 0.6% and, in the UK, the FTSE 100 ended the day down just 0.05%. Annual inflation in the eurozone rose to 2.4% in December which is up from the 2.2% rise in November but was in line with economists' expectations.Across the APAC region on Tuesday, markets closed higher led by Japan's Nikkei as a global tech rally boosted the growth sectors across markets in the region. Japan's Nikkei rose 1.97% on Tuesday, South Korea's Kospi Index advanced 0.14%, and China's CSI index rose 0.72%.The local market extended its rally into Tuesday with a gain of 0.33% on the back of a strong start to the week for US and European markets on Monday. Chip and tech stocks led the charge yet again early in the week as investor optimism for earnings growth potential continues to drive tailwinds for the high growth tech sector.Once again yesterday, the mining giants came under pressure amid concerns over demand outlook for key commodities following further weak economic data out of China over recent weeks including manufacturing PMI, retail sales and trade balance data. Fortescue lost 4.4% on Tuesday, while BHP declined 0.7% and Rio ended the day down 0.7%.Meanwhile, IDP Education rose almost 4% yesterday after Macquarie upgraded the stock to ‘outperform' citing near-term consensus downgrades and the company's 1H25 results as potential investing opportunities.4D Medical shares rocketed over 16% yesterday after receiving FDA clearance for its AI-driven IQ-UIP lung diagnostic tool, designed to improve the diagnosis of Usual Interstitial Pneumonia, a key marker for Interstitial Pulmonary Fibrosis (IPF). The global IPF treatment market, valued at $4.01bn in 2024, is expected to grow to over $7.8bn in the next decade.Elsewhere in the healthcare space, we saw Opthea soar over 7.5% after the clinical-stage biopharmaceutical company announced the publication of its Phase 1b trial of its lead product candidate for combination therapy in diabetic macular edema.What to watch today:Ahead of the midweek trading session here in Australia the SPI futures are anticipating the ASX will open the day down 0.19% tracking Wall Street's losses overnight.On the commodities front this morning oil has recovered from the recent dip to trade 0.97% higher at US$74.28/barrel, gold is up 0.63% at US$2651/ounce and iron ore is flat at US$99.44/tonne.The Aussie dollar has slightly weakened against the greenback to buy 62.41 US cents, 98.45 Japanese Yen, 50.01 British Pence and 1 New Zealand dollar and 11 cents.Trading Ideas:Trading Central has identified a bearish signal on IRESS (ASX:IRE) following the formation of a pattern over a period of 18-days which is roughly the same amount of time the share price may fall from the close of $9.22 to the range of $8.15 to $8.35 according to standard principles of technical analysis.And Trading Central has identified a bullish signal on Jumbo Interactive (ASX:JIN) following the formation of a pattern over a period of 39-days which is roughly the same amount of time the share price may rise from the close of $14.12 to the range of $15.70 to $16.10 according to standard principles of technical analysis.

Torch Dental is revolutionizing the dental supply chain with a digital-first platform that's raised $49.5M in funding. The company is transforming how dental practices manage, order, and budget their supplies through a technology-driven approach that provides transparency and efficiency in an industry traditionally resistant to change. In this episode of Category Visionaries, Khaled Boukadoum shares insights from Torch Dental's journey from door-to-door sales in Manhattan to a nationwide platform serving dental practices across 48 states. Topics Discussed: The origins of Torch Dental and identifying supply chain inefficiencies Evolution from field sales to digital-first acquisition Building and scaling marketing operations in a traditional industry Competing with established incumbents through technological innovation Geographic expansion strategy and future growth plans   GTM Lessons For B2B Founders: Start with Deep Problem Understanding: Khaled's journey began by deeply understanding the dental practice ecosystem through his sister's experience. As he explains, "She kind of came out of school after years and years of clinical training... and really isn't much training on [running a practice]." This firsthand exposure to the market need helped shape their solution. Embrace High-Touch Product Development: Early success came from direct customer interaction. As Khaled notes, "We actually went and started knocking on doors in New York... we'd sign up a few practices, and then we'd run back to our office and we'd actually start chatting with our CTO and kind of make adaptations or changes to the product." This rapid feedback loop was crucial for product-market fit. Demonstrate Clear ROI for Traditional Industries: When selling to technology-resistant industries, value proposition must be unmistakable. As Khaled shares, "You really have to make sure the value prop is super clear and the ROI to the customer is apparent and materially better for them in order for them to adopt the tech." Leverage Data for Personalized Sales: Torch built what they call "pre-torch analytics" which, as Khaled describes, allows them to "create a whole custom demo for them, showing them how much they could save on exactly the same products." This data-driven approach makes the value proposition concrete and personalized. Focus Marketing Efforts on Measurable Outcomes: On marketing strategy, Khaled emphasizes, "We've learned to be super metrics focused... to be really focused on kind of demand capture and demand gen opposed to more of kind of just general brand level marketing." This approach ensures marketing spend generates tangible results. Choose Strategic Expansion Channels: Understanding where your customers are is crucial. As Khaled explains, "We're focused exclusively on dental practices at this stage. So we know who our customer is, we know where they live, and we're just really targeted in our approach on how to communicate with that and where to communicate with them."   //   Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe.  www.GlobalTalent.co      

Thanks for tuning in to RealAg on the Weekend! Host Shaun Haney discusses his trip to the Nutrien potash mine as well as the RealAgristudies survey data on which U.S. presidential candidate will have a better impact on Canadian agriculture. Haney is then joined by Justin Shepherd and Graeme Crosbie, both senior economists with Farm… Read More

Thanks for tuning in to RealAg on the Weekend! Host Shaun Haney discusses his trip to the Nutrien potash mine as well as the RealAgristudies survey data on which U.S. presidential candidate will have a better impact on Canadian agriculture. Haney is then joined by Justin Shepherd and Graeme Crosbie, both senior economists with Farm... Read More

Thanks for tuning in to this Friday edition of RealAg Radio. Host Shaun Haney is joined by Kelvin Heppner of RealAgriculture and Tyler McCann with Canadian Agri-Food Policy Institute (CAPI) for the RealAg Issues Panel! The panel discusses a number of topics including: The Liberal caucus “revolt” that wasn’t (so far); The latest around Bill... Read More

Thanks for tuning in to this Friday edition of RealAg Radio. Host Shaun Haney is joined by Kelvin Heppner of RealAgriculture and Tyler McCann with Canadian Agri-Food Policy Institute (CAPI) for the RealAg Issues Panel! The panel discusses a number of topics including: The Liberal caucus “revolt” that wasn’t (so far); The latest around Bill… Read More

Thanks for tuning in to this Friday edition of RealAg Radio. Host Shaun Haney is joined by Kelvin Heppner of RealAgriculture and Tyler McCann with Canadian Agri-Food Policy Institute (CAPI) for the RealAg Issues Panel! The panel discusses a number of topics including: The Liberal caucus “revolt” that wasn’t (so far); The latest around Bill... Read More

For this episode of the Global Exchange podcast, Colin Robertson talks with Tyler McCann and CGAI Fellows Deanna Hoton and John Weekes about Canada as an agri-food power, trade negotiations and supply management.   // Participants' bios - Tyler McCann is the Managing Director of the Canadian Agri-Food Policy Institute. His career in agri-food policy includes working for federal ministers, farm groups, industry associations and agri-food businesses - Deanna Horton is a Senior Fellow at the Munk School of Global Affairs and Public Policy and a Global Fellow at the Wilson Center Canada Institute. Her various postings included Tokyo, Washington and service as our ambassador to Vietnam. - John Weekes served as Canada's Chief Negotiator for the NAFTA and then as our Ambassador to the World Trade Organization before a distinguished career in the private sector. // Host bio: Colin Robertson is a former diplomat and Senior Advisor to the Canadian Global Affairs Institute, www.cgai.ca/colin_robertson // Read & Watch: - "Shakespeare's Sisters: How Women Wrote the Renaissance", by Ramie Targoff: https://www.amazon.ca/Shakespeares-Sisters-Women-Wrote-Renaissance/dp/0525658033 - "Mater 2-10", by Hwang Sok-Yong: https://www.amazon.ca/Mater-2-10-Hwang-Sok-yong/dp/1957363312 - "The Trade Guys", with Scott Miller and Bill Reinsch: https://www.csis.org/podcasts/trade-guys - "Rage the Night", by Donna Morrissey: https://www.penguinrandomhouse.ca/books/612626/rage-the-night-by-donna-morrissey/9780735239210 - "What Is Government Good At? A Canadian Answer", by Donald J. Savoie: https://www.mqup.ca/what-is-government-good-at--products-9780773546219.php // Recording Date: October 18, 2024.

Doug Roxburgh, vice-chair of Alberta Beef Producers Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Kathy Jones and Liz Ann Sonders discuss the current state of the bond market and the bull market in equities. They explore the volatility in bond yields, the significance of credit spreads, and the importance of employment and inflation data.This week, Kathy speaks with Carol Spain, managing director and head of credit research for Schwab Asset Management. Kathy and Carol delve into the intricacies of credit analysis, exploring Carol's unique career path, the role of credit analysts, and the current conditions in the credit market. They discuss the dynamics between credit research and portfolio management, the trends in credit spreads, and the factors influencing corporate credit quality. The conversation highlights the importance of understanding both macroeconomic conditions and issuer-specific factors in credit analysis, while also addressing the outlook for credit opportunities and potential risks in the market.Lastly, Kathy and Liz Ann review the schedule for next week's economic data and indicators—and tell you which ones really matter.Read the article by Liz Ann Sonders and Kevin Gordon on the bull market, "Is the Two-Year-Old Bull Market 2 Legit 2 Quit?"On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting.If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed.Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request.Investing involves risk, including loss of principal.Past performance is no guarantee of future results and the opinions presented cannot be viewed as an indicator of future performance.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.Diversification strategies do not ensure a profit and do not protect against losses in declining markets.Indexes are unmanaged, do not incur management fees, costs and expenses, and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.ISM is the Institute for Supply Management.  https://www.ismworld.org/supply-management-news-and-reports/reports/ism-report-on-business/JOLTS is the Job Opening and Labor Turnover Survey.(1024-ZTAY)

It’s more common for private member’s bills to make more headway in a minority government, such as the one Canada currently has. Several of these kinds of bills are making their way through parliament right now, and some of them have the potential to not only significantly impact agriculture but also Canada’s trade relationships as... Read More

Featuring Randy Subramany, Director of Supply Chain at New York Presbyterian Hospital. In this conversation we dive deep into the role of technology in driving supply chain innovation. Randy shares his insights on how hospital logistics are evolving, creating a ripple effect throughout healthcare. Discover how leaders like Randy are integrating AI and advanced tech, while navigating disruption to foster healthcare resilience. Find Randy's work at nyp.org Subscribe and stay on the forefront of the digital healthcare revolution. Watch the full video on YouTube @TheDigitalHealthcareExperience The Digital Healthcare Experience is a hub to connect healthcare leaders and tech enthusiasts. Powered by Taylor Healthcare, this podcast is your gateway to the latest trends and breakthroughs in digital health. About Us: Taylor Healthcare empowers healthcare organizations to thrive in the digital world. Our technology streamlines critical workflows such as procedural and surgical informed consent, ransomware downtime mitigation, contactless patient check-in, RX color coding solutions and more. Learn more at taylor.com/digital-healthcare   The Digital Healthcare Experience Podcast Powered by Taylor Healthcare Produced by Naomi Schwimmer  Hosted by Chris Civitarese Edited by Eli Banks Music by Nicholas Bach  

The cattle cycle is something everyone in the beef business is familiar with, but one incredibly bright spot in the current cycle is the quality of beef U.S. cattlemen are bringing to the table with less cattle overall.  On this episode, we are joined by Paul Dykstra, Director of Supply Management & Analysis with Certified Angus Beef. Take a listen as Paul and our very own Miranda Reiman chat about recent data on CAB cattle harvested, the data backing CAB brand standards, improvements in the quality of cattle over the last decade and the incredible job U.S. cattle producers are doing at bringing high quality cattle to market.We thank Westway Feed Products for their support of this episode.Find more information to make Angus work for you in the Angus Beef Bulletin and ABB EXTRA. Make sure you're subscribed! Sign up here to the print Angus Beef Bulletin and the digital Angus Beef Bulletin EXTRA. Have questions or comments? We'd love to hear from you! Contact our team at abbeditorial@angus.org.

In this episode of "Nurturing Financial Freedom," we discuss the surprising market volatility that occurred in early August 2024 and explore what investors should take away from these events. But first, we actually met in person last month - for the first time after working together for over five years!The market's volatility in August was triggered primarily by two factors: weaker-than-expected economic reports and high market valuations. The Institute for Supply Management's report on business indicated declining confidence in the manufacturing sector, which, alongside a disappointing non-farm payroll report, caused investors to worry that the economy might be slowing too quickly in its fight against inflation. This led to a significant market pullback, particularly in the Dow Jones Industrial Average, which dropped 2,000 points over a few days.  But even in the time between writing this episode and recording it, market volatility has calmed.Alex and Ed emphasize that while these reports sparked concern, the broader economic context remains positive. They remind listeners that market fluctuations are normal, and short-term downturns don't necessarily signal long-term issues. The key takeaway is the importance of maintaining a balanced and diversified portfolio to withstand such volatility. They also highlight the Federal Reserve's potential role in stabilizing the economy, noting that if a significant slowdown occurs, the Fed has the ability to cut interest rates to stimulate growth.  It's possible we see this after their next meeting in September.Predicting short-term market movements is extremely difficult, akin to forecasting the weather. Instead, the focus should be on long-term strategies and maintaining perspective during turbulent times. Ed advises against panicking during market volatility, stressing the importance of staying the course with a well-diversified investment plan. You can always email Alex and Ed at info@birchrunfinancial.com or give them a call at 484-395-2190.Or visit them on the web at https://www.birchrunfinancial.com/Alex and Ed's Book: Mastering The Money Mind: https://www.amazon.com/Mastering-Money-Mind-Thinking-Personal/dp/1544530536 Any opinions are those of Ed Lambert and Alex Cabot and not necessarily those of RJFS or Raymond James. The information contained in this report does not purport to be a complete description of the securities, markets, or developments referred to in this material. There is no assurance any of the trends mentioned will continue or forecasts will occur. The information has been obtained from sources considered to be reliable, but Raymond James does not guarantee that the foregoing material is accurate or complete. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. The examples throughout this material are for illustrative purposes only. Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional. Diversification and asset allocation do not ensure a profit or protect against a loss. Past performance is not indicative of future returns. CDs are insured by the FDIC and offer a fixed rate of return, whereas the return and principal value of investment securities fluctuate with changes in market conditions. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. Stock Market. Keep in mind that individuals cannot invest directly in any index, and index performance does not include transaction costs or other fees, which will affect actual investment performance. Individual investor's results will vary. This information is not intended as a solicitation or an offer to buy or sell any security referred to herein. Future investment performance cannot be guaranteed, investment yields will fluctuate with market conditions. International investing involves special risks, including currency fluctuations, differing financial accounting standards, and possible political and economic volatility. There is an inverse relationship between interest rate movements and bond prices. Generally, when interest rates rise, bond prices fall and when interest rates fall, bond prices generally rise. Investing in small cap stocks generally involves greater risks, and therefore, may not be appropriate for every investor. The prices of small company stocks may be subject to more volatility than those of large company stocks. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Birch Run Financial is not a registered broker/dealer and is independent of Raymond James Financial Services. Birch Run Financial is located at 595 E Swedesford Rd, Ste 360, Wayne PA 19087 and can be reached at 484-395-2190. Any rating is not intended to be an endorsement, or any way indicative of the advisors' abilities to provide investment advice or management. This podcast is intended for informational purposes only.Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors.Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users or members.

Kathy and Liz Ann catch up on recent market volatility, the Fed's next move, and changes in the economic data. There is some debate about whether the Fed should cut by 50 basis points in September or the expected 25 basis points. They also touch on the importance of inflation, the labor market, and global growth in the Fed's decision-making process. Next, Kathy is joined by Matt Hastings, managing director and head of Bond Index Strategies for Schwab Asset Management. He leads the portfolio management team for the Schwab taxable bond mutual funds and Schwab fixed income ETFs and has overall responsibility for all aspects of the management of the funds. They discuss Matt's background in the industry, his role at Schwab, and the challenges of managing fixed income portfolios on a day-to-day basis. Matt and Kathy discuss how index tracking works, the vital role of liquidity in the bond market, recent market volatility, and the impact of Fed policy. Matt provides insights into the role of bond funds and ETFs for investors and emphasizes the importance of understanding what you're buying.Finally, Kathy and Liz Ann provide their outlook for the next week's economic data and market events.On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting.If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresInvestors should consider carefully information contained in the prospectus, or if available, the summary prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing.The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed. Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.All corporate names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request. Investing involves risk, including loss of principal.​Diversification and asset allocation strategies do not ensure a profit and cannot protect against losses in a declining market.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.Mortgage-backed securities (MBS) may be more sensitive to interest rate changes than other fixed income investments. They are subject to extension risk, where borrowers extend the duration of their mortgages as interest rates rise, and prepayment risk, where borrowers pay off their mortgages earlier as interest rates fall. These risks may reduce returns.Currency trading is speculative, volatile and not suitable for all investorsThe information and content provided herein is general in nature and is for informational purposes only. It is not intended, and should not be construed, as a specific recommendation, individualized tax, legal, or investment advice. Tax laws are subject to change, either prospectively or retroactively. Where specific advice is necessary or appropriate, individuals should contact their own professional tax and investment advisors or other professionals (CPA, Financial Planner, Investment Manager) to help answer questions about specific situations or needs prior to taking any action based upon this information.Past performance is no guarantee of future results and the opinions presented cannot be viewed as an indicator of future performance.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions.ISM is the Institute for Supply Management.  https://www.ismworld.org/supply-management-news-and-reports/reports/ism-report-on-business/(0824-ECAD)

In this Real Estate News Brief for the week ending August 3rd, 2024... why concern is growing about the job market, how home affordability just got a little better, and what's happening with commercial property foreclosures. We begin with economic news from this past week. It's been a bumpy ride for stock traders. The latest reports on the job market sent Wall Street into somewhat of a tailspin, but as fast as that happened, a report from the Institute of Supply Management helped soften the blow... LINKS: JOIN RealWealth® FOR FREE

In the latest episode of The JDE Connection, hosts Paul Houtkooper and Chandra Wobschall continue their series on JD Edwards' feature functionality, focusing on the supply management module aka procurement. They take an in-depth look at the module's capabilities, including procurement and subcontract management, buyer workspace, agreement management, supplier self-service, requisition self-service, and operational sourcing. They discuss how these features help organizations streamline their procurement processes, manage supplier relationships, and maintain end-to-end visibility throughout the supply chain. 04:30 Explanation of the Supply Management system 07:05 Procurement and subcontracts 09:08 Buyer workspace 10:02 Agreement management 12:03 Supplier self-service 12:43 Requisition self-service 13:34 Operational Sourcing 16:20 Midwesternism Resources: JD Edwards EnterpriseOne Supply Management Products: https://www.oracle.com/applications/jd-edwards-enterpriseone/supply-management/ 2024 Minnesota State Fair New Foods: https://m.startribune.com/minnesota-state-fair-new-foods-2024/600379332/?utm_source=newsletter&utm_medium=email&utm_campaign=newsalert&clmob=y&c=n If you have concerns or feedback on this episode or ideas for future episodes, please contact us at thejdeconnection@questoraclecommunity.org.

Kathy and Liz Ann discuss this week's expectations around the upcoming jobs report and its influence on the Fed. Their discussion highlights the importance of full employment and wage growth for the Fed. The conversation also mentions other important metrics like long-term unemployment, part-time versus full-time employment, and hours worked. The recent data on service-sector activity, initial unemployment claims, and continuing claims suggest a weakening job market. Then, Kathy Jones is joined by Joe Brusuelas, who is an economist with RSM. He has expertise in U.S. monetary policy and labor markets. They discuss the potential for rate cuts, the impact of technology on productivity, the rising budget deficit, and geopolitical risks—as well as the specific challenges faced by middle-market companies, such as elevated financing costs and labor shortages. Finally, Kathy and Liz Ann offer their outlook on the week's upcoming economic indicators.On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting.If you enjoy the show, please leave a rating or review on Apple Podcasts. Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed. Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.All corporate names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request.Investing involves risk, including loss of principal.Diversification and asset allocation strategies do not ensure a profit and cannot protect against losses in a declining market.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.The information and content provided herein is general in nature and is for informational purposes only. It is not intended, and should not be construed, as a specific recommendation, individualized tax, legal, or investment advice. Tax laws are subject to change, either prospectively or retroactively. Where specific advice is necessary or appropriate, individuals should contact their own professional tax and investment advisors or other professionals (CPA, Financial Planner, Investment Manager) to help answer questions about specific situations or needs prior to taking any action based upon this information.Past performance is no guarantee of future results and the opinions presented cannot be viewed as an indicator of future performance.The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab.ISM is the Institute for Supply Management. https://www.ismworld.org/supply-management-news-and-reports/reports/ism-report-on-business/Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions.(0724-BGNH)

“Fail fast, fail early - Wenn ich häufig Experimente fahre, erhöhe ich damit systematisch die Erfolgswahrscheinlichkeit.” Wie werden neue Geschäftsideen erfolgreich? Durch die richtige Validierung, sagt meine heutige Gesprächspartnerin Eva Brandenburg, die mit ihrem Unternehmen SAVSEN digitale Geschäftsmodelle entwickelt und in diesem Prozess auch gesellschaftliche und B2B Biases erkennen und überwinden möchte. Das Besondere? Eva hat als Sidepreneurin gegründet. Durch die vielen Perspektiven, die Eva mitbringt, von Innovationsmanagement, Organisationsentwicklung bis Supply Management, weiß sie genau, was der Erfolgsfaktor bei innovativen Geschäftsmodellen ist: die Implementierung - nicht bloß die Idee. Wie behält man also den Fokus bei den vielen Optionen und begrenzten Ressourcen, die eine Gründung oft mit sich bringt? Welche Vorteile hat eine Nebengründung? Und mit welchen neuen Ansätzen können wir Denkmuster aufbrechen und unbewusste Muster explizit machen, die Innovation oft im Wege stehen? Eva hat eine klare Antwort: Desirability, Feasability und Viability müssen im Kleinen vorher getestet werden. Was sie genau damit meint? Das hörst du in der heutigen Episode. RESSOURCEN / LINKS: [Eva Brandenburg bei LinkedIn](https://de.linkedin.com/in/eva-brandenburg) [SAVSEN](https://www.savsen.de) [Mein LinkedIn Profil für wöchentliche Posts zu Agilität & Innovation](https://www.linkedin.com/in/nadinzimmermann) Du bist auch eine Frau, die die wirtschaftliche Zukunft gestaltet? Dann lass' uns reden! [Buche hier ein Kennenlernen mit mir!](https://calendly.com/femture) DIR GEFÄLLT WAS DU HÖRST? Dann hinterlasse mir bitte eine 5-Sterne-Bewertung auf Apple Podcasts, eine Rezension und abonniere den Podcast. Vielen Dank für deine Unterstützung! Hier bei Apple Podcasts bewerten und abonnieren: https://podcasts.apple.com/de/podcast/femture-wie-frauen-in-die-zukunft-f%C3%BChren-female-leadership/id1571909871 Dieser Podcast wird produziert von der Podcast-Agentur Podcastliebe. Mehr dazu: https://podcastliebe.net

Supply Management and Context Abstract Greg and Fred discuss why today’s business model is often based on managing an organization’s brand and outsourcing design, reliability, and quality. Key Points Join Greg and Fred as they discuss supply context and risk. Topics include: Changes in today’s business and operating models. Changes in how suppliers are evaluated […] The post SOR 978 Supply Management and Context appeared first on Accendo Reliability.

On this episode, Justin Rose, the President, Lifecycle Solutions, Supply Management, and Customer Success, John Deere, discusses the implementation of AI in customer success. He highlights the challenge of determining when and how to intervene with customers based on AI insights, without being overly prescriptive or intrusive. He emphasizes the importance of customer feedback and engagement in shaping AI solutions. Justin also addresses ethical considerations, such as safety and data security, and emphasizes the need for transparency and trust. He shares resources for AI implementation and innovation, and advises customer experience leaders to be bold and incremental in driving innovation. Key Takeaways:John Deere is investing in new technology to enhance the customer experience in agriculture.Making technology accessible to all farmers through a subscription-based pricing model called Solutions as a Service.John Deere is building a customer success function that leverages AI to deliver personalized and proactive support.Developing agentic AI systems that can triage data, customize communications, and drive interventions for each individual customer.The human touch is still important in areas such as initial sales, renewals, and escalations. Determining when and how to intervene with customers based on AI insights is a challenge in customer success.Customer feedback and engagement are crucial in shaping AI solutions.Ethical considerations, such as safety and data security, must be addressed in AI implementation.Transparency and trust are key in building strong customer relationships.Being bold and incremental is important in driving innovation in customer experience. 

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Timothy Fiore, Chair for the Institute for Supply Management's (ISM) Manufacturing Business Survey Committee, discusses the latest manufacturing PMI data. Dennis Lockhart, Former Atlanta Fed President, discusses today's Fed meeting. Jeffrey Cleveland, Chief Economist at Payden & Rygel, joins to discuss today's Fed meeting and his outlook for the US economy. Priya Misra, Fixed Income Portfolio Manager, at JP Morgan Asset Management, discusses the latest on the markets. Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps Amazon earnings. Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

This week Ivy Slater, host of Her Success Story, chats with her guest, Kathy Perna. The two talk about procurement and supply chain, Kathy's interesting and evolving journey, and the variations she has seen in the industry in her 31 year career. In this episode, we discuss: How Kathy's career began and has evolved greatly along the way What influences and mentors have helped to propel Kathy's growth and movement  What changes she has seen in her industry in the 31 years she's been in the business Why she started a women's conference for her New Jersey chapter When Kathy has seen the most impactful changes in supply chain, and how she navigated the challenges What surprises she has found in her journey How Kathy brings together industry leaders and suppliers for roundtables to continue growth and development Where she sees supply chain management going, and how it has shifted since the pandemic What advice Kathy has for all women leaders Kathy Perna is the owner of KMP Associates, LLC, a management consulting firm for over 30 years, responsible for the day-to-day operation and management of professional associations. Major clients include the Institute for Supply Management in New Jersey for which she is responsible for the organization and execution of all leadership training, professional off-site seminars, webinar planning and execution, social event planning, awards banquets and business activities including yearly budget establishment and daily monetary / banking management.   Kathy has extensive business leadership and interpersonal people interface skills which are applied daily in the management of professional organizations. She also supports chapters in Rochester NewYork, Carolinas Virginia and most recently Denver Colorado. Kathy continues to volunteer for the Institute for Supply Management (ISM) Annual International Conference for over 18 years.

- How fully digitalized, real-time temperature monitoring through integration with Randomization and Trial Supply Management (RTSM), leads to better oversight, quicker decision-making, a reduction of human error and increased patient safety - Showcase the application of in-transit monitoring of a Highly Advanced, Personalized and temperature sensitive drug, requiring real-time tracking of temperature, light, tilt, and location - Showcase how automated real-time communication solutions between on-site logger technology and the RTSM system transform drug supply management and oversight, whilst reducing the administrative burden on site users

  Landaas & Company newsletter  April edition now available. Advisors on This Week's Show Kyle Tetting Adam Baley Steve Giles (with Max Hoelzl, Joel Dresang, engineered by Jason Scuglik) Week in Review (April 1-5, 2024) Significant Economic Indicators & Reports Monday U.S. factories began emerging from a slump in March, according to the Institute for Supply Management. The trade group said its manufacturing index suggested the sector expanded for the first time since September 2022 with increased demand and stronger output. The ISM said the turnaround was in an early stage and uneven, with 30% of the firms surveyed still contracting, vs. 40% in February. Based on past trends, the ISM said, the index suggested the gross domestic product was growing at a 2.2% annual rate. The Commerce Department said construction spending declined by 0.3% in February, the second monthly setback after one year of increases. The seasonally adjusted annual rate of spending neared $2.1 trillion. Residential construction spending, which makes up about 44% of the total, rose 0.7% from January despite a drop in multi-family housing. Government spending, which accounts for 23% of the total, declined 1.2%. Since February 2023, total expenditures rose 10.7% with residential up 6.5% and manufacturing up 32%. Tuesday Employers posted marginally more job openings in February, continuing to reflect a labor market in which demand outpaces supply. Postings were just under 8.8 million, down from a record 12.2 million nearly two years ago and still above the 7 million level just before the COVID pandemic. Other signs of a stronger employment market: hirings, separations – including layoffs, firings and voluntary quits – changed little from January. The Commerce Department reported a 1.4% gain in manufacturing orders in February, the first advance in three months. Demand for commercial aircraft led the increase. Excluding the volatile transportation category, factory orders rose 1.1% from January. Compared to February 2023, total orders were up 1% and up 1.4% excluding transportation. Core capital goods orders, a proxy for business investments, rose 0.7% for the month and were up 1.4% from the year before. Wednesday The U.S. services sector expanded in March, though at a slower rate, according to the Institute for Supply Management. The trade group's services index indicated the 15th month in a row of growth. Based on surveys with purchasing managers, the index showed orders for services cooling while hiring contracted. Logistics and supply chains continued to improve following disruptions in the aftermath of the pandemic. Thursday The U.S. trade deficit grew in February for the third month in a row and to its widest gap in 10 months. The Bureau of Economic Analysis said the deficit expanded by 1.9% from January to $68.9 billion. The value of exports rose by 2.3%, led by crude oil, aircraft, soybeans and autos. Imports increased by 2.2%, led by cell phones, travel services, pharmaceuticals and autos. Since February 2023, the gap widened by 2.8% with exports growing 1.8% and imports rising 0.8%. The trade deficit detracts from economic growth, as measured by gross domestic product. The Labor Department reported that the four-week moving average for initial unemployment claims rose for the third time in four weeks. Average claims remained 42% below the 57-year average, continuing to reflect employer reluctance to let workers go in an historically tight labor market. Total claims were little changed from the week before at 2 million, which was 7% higher than at the same time last year. Friday U.S. employers continued to add jobs in March – for the 39th month in a row and at a swifter pace. The jobs report from the Bureau of Labor Statistics showed 303,000 more jobs than February, up from the six-month average of 231,000. The leisure and hospitality industry finally recovered to its February 2020 pre-pandemic employment level.

The orthodontic industry is a whirlwind of innovation – new aligner companies, cutting-edge scanners, 3D printers, and countless materials pop up all the time. While exciting, this rapid change creates a confusing maze for practices trying to make the best supply choices.So, how do you have the best deals without cutting corners on quality?Here's where experts like Mari Sawtelle Dunn come in. Mari's List, founded by this industry veteran, helps orthodontic practices make smarter supply purchasing decisions. They negotiate directly with companies and pass the deals to doctors.Mari's List is the go-to resource for orthodontic practices that want to streamline their supply chain, reduce costs, and ensure top-notch product quality. Here's what sets it apart:- Collective Buying Power: Mari's List leverages the purchasing power of its members to negotiate incredible discounts with trusted vendors.- Quality Control: No grey market products allowed! Mari's List vets suppliers to guarantee you receive reliable, high-quality materials.- Expert Support: With Mari's extensive industry knowledge, members gain access to valuable advice and support.Mari Sawtelle and Mari's List give orthodontic practices the knowledge and tools needed to improve their bottom line without sacrificing their commitment to excellent care.Click to listen and discover how to take control of your expenses and optimize your operations with Mari's List.Key TakeawaysIntro (00:00)Mari Sawtelle's background (02:03)What's the secret sauce of Mari's list (07:30)Grey market goods vs black market goods (09:28)Mistakes people make with ordering platforms (14:44)Missed opportunities with ordering (18:20)How to join Mari's List and cost (23:41)Dogs and The Grey Muzzle Organization (24:50)Additional Resources- Mari's List: https://www.marislist.com/- Mari Sawtelle's LinkedIn: https://www.linkedin.com/in/mari-sawtelle-dunn-2256795/- Mari's List Facebook: https://web.facebook.com/marislist- The Grey Muzzle Organization: https://www.greymuzzle.org/—-- Register for the OrthoPreneurs Summit at Sea (2024): https://opsummitatsea.com/- For more information, visit: https://orthopreneurs.com/- Join our FREE Facebook group here: https://www.facebook.com/groups/OrthoPreneurs

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Timothy Fiore, Chair for the Institute for Supply Management's (ISM) Manufacturing Business Survey Committee, discusses ISM manufacturing data. Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses the latest at UPS and FedEx. Carol Pepper, Founder and CEO at Pepper International, joins to discuss her outlook for the markets. Steve Man, Global Autos and Industrials Research Analyst, discusses the latest on Tesla. Kristina Hooper, Chief Global Markets Strategist at Invesco, discusses her outlook for the markets.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

  Landaas & Company newsletter  March edition now available. Advisors on This Week's Show Kyle Tetting Art Rothschild Adam Baley (with Max Hoelzl, Joel Dresang, engineered by Jason Scuglik) Week in Review (March 4-8, 2024) SIGNIFICANT ECONOMIC INDICATORS & REPORTS Monday No major releases Tuesday A drop in commercial aircraft demand sent U.S. factory orders lower in January for the third time in four months. The Commerce Department said orders overall declined 3.6% from December and were 1.6% below their level the year before. Excluding volatile orders for transportation equipment, demand fell 0.8% both for the month and compared with January 2023. Core capital goods orders, a proxy for business investments, rose 0.9% for the month and were up 2.5% from the year before. The service sector of the U.S. economy expanded in February for the 14th month in a row, though at a slightly slower pace. The Institute for Supply Management said faster supplier deliveries and a contraction in hiring slowed businesses in February. The ISM's survey of supply managers found overall satisfaction in the state of business conditions, although concerns linger over inflation, the labor market and geopolitical conflicts. Wednesday U.S. employers posted 8.9 million job openings in January, down marginally from December, the Bureau of Labor Statistics reported. Demand for workers continued to outstrip supply. Openings eclipsed 12 million in March 2022 and have trended lower ever since. They were below 7 million just prior to the COVID-19 pandemic. Measures of hiring and dismissals showed little change, but voluntary quitting – an indication of worker confidence – was below pre-COVID levels for the third month in a row. Thursday The Bureau of Labor Statistics said worker productivity rose at an annual pace of 3.2% in the fourth quarter, unchanged from an earlier estimate. The rate resulted from the annual pace of output rising 3.5% in the last four months of the year while hours worked rose at a 0.3% pace. Productivity rose 2.6% over the last four quarters. Average annual productivity rose 1.3% for 2023, compared to an average 2.1% since 1948. The U.S. trade deficit widened by 5.1% to $67.4 billion in January, the Bureau of Economic Analysis reported. During the month, exports rose by 0.1%, led by autos and consumer goods. Imports rose by 1.1%, led by cars, crude oil and cell phones. Compared to January 2023, the trade gap narrowed by 4.1% as exports declined 0.4% and imports fell 1.2%. Economists consider trade deficits a detraction from overall economic growth. The Labor Department reported the four-week moving average for initial unemployment claims dropped for the third week in a row. It remained 42% below its average since 1967 and was 2% above its level just before the COVID-19 pandemic. Total claims for the latest week declined marginally from the week before to 2.1 million. That was 10.5% above the mark from the year before. The Federal Reserve said credit card debt rose at an annual pace of 7.6% in January, up from 2.4% in December, but a slowdown from the third and fourth quarters. The overall consumer debt outstanding, including student loans and car financing, increased at a 4.7% annualized rate. Measured year to year, credit card debt rose less than 2% from January 2023. Such debt has gone up every month but one in nearly three years. Sustained use of credit cards suggests consumers continued spending at higher levels despite Fed interest rate increases aimed at weakening demand to help lower inflation. Friday Employers added 275,000 jobs in February, the Bureau of Labor Statistics reported, and the unemployment rate edged up to 3.9%, its highest level in three years. The bureau's monthly jobs report, combining payroll data and household surveys, showed the pace of hiring rise above the 12-month average, with particular strength in health care, construction and bars and restaurants.

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the Purchasing Manager's Index, the JOLTS report, the employment report, the Fed, the yield market, the stock market, and anticipated U.S. spending.Speakers:Brian Pietrangelo, Managing Director of Investment StrategyGeorge Mateyo, Chief Investment Officer Jim Kerrigan, Senior Fixed Income Portfolio ManagerSteve Hoedt, Head of Equities 01:26 – The Institute of Supply Management reported their Purchasing Manager's Index at 52.8% for the month of February. This is approximately a 0.8% decrease from January02:03 – The JOLTS report was announced and remained unchanged from December 2023, signifying employers are still actively searching for talent07:02 – Comments stemming from Fed Chair Powell's speech to Congress earlier in the week. The Fed and the Market are aligned to expect at least 3 rate cuts (around 75 basis points) this year beginning in June 09:06 – As a result of comments from the Fed this week, and what's happening in the market, the yield curve has seen volatility this week 11:07 – The team discusses The Wealth Effect and its relation to the stock market. More specifically, how it relates to a decrease in stocks for some of the Magnificent 7, while the S&P 500 still holds strong14:49 – A look into U.S. spending expectations as election season approachesAdditional Resources:Key Questions: Should Investors Binge on (or Abstain From) the GLP-1 Craze? | Key Private BankKey Questions | Key Private BankSubscribe to our Key Wealth Insights newsletterEconomic & Market ResearchWeekly Investment BriefFollow us on LinkedIn

Our head of Corporate Credit Research explains why the Purchasing Manager's Index is a key indicator for investors to get a read on the economic outlook.----- Transcript -----Welcome to Thoughts on the Market. I'm Andrew Sheets, head of Corporate Credit Research at Morgan Stanley. Along with my colleagues bringing you a variety of perspectives, I'll be talking about trends across the global investment landscape, and how we put those ideas together.It's Friday, March 1st at 2pm in London.A perennial problem investors face is the tendency of markets to lead the economic data. We're always on the lookout for indicators that can be more useful, and especially more useful at identifying turning points. And so today, I want to give special attention to one of our favorite economic indicators for doing this: the Purchasing Manager Indices, or PMIs. And how they help with the challenge that economic data can sometimes give us.PMIs works by surveying individuals working in the manufacturing and services sector – and asking them how they're viewing current conditions across a variety of metrics: how much are they producing? How many orders are they seeing? Are prices going up or down? These sorts of surveys have been around for a while: the Institute of Supply Management has been running the most famous version of the manufacturing PMI since 1948.But these PMIs have some intriguing properties that are especially helpful for investors looking to get an edge on the economic outlook.First, the nature of manufacturing makes the sector cyclical and more sensitive to subtle turns of the economy. If we're looking for something at the leading edge of the broader economic outlook, manufacturing PMI may just be that thing. And that's a property that we think still applies -- even as manufacturing over time has become a much smaller part of the overall economic pie. Second, the nature of the PMI survey and how it's conducted – which asks questions whether conditions are improving or deteriorating – helps address that all important rate of change. In other words, PMIs can help give us insight into the overall strength of manufacturing activity, whether that activity is improving or deteriorating, and whether that improvement or deterioration is accelerating. For anyone getting flashbacks to calculus, yes, it potentially can show us both a first and a second derivative.Why should investors care so much about PMIs?For markets, historically, Manufacturing PMIs tend to be most supportive for credit when they have been recently weak but starting to improve. Our explanation for this is that recent weakness often means there is still some economic uncertainty out there; and investors aren't as positive as they otherwise could be. And then improving means the conditions likely are headed to a better place. In both the US and Europe, currently, Manufacturings are in this “recently weak, but improving” regime – an otherwise supported backdrop for credit.If you're wondering why I'm mentioning PMI now – the latest readings of PMI were released today; they tend to be released on the 1st of each month. In the Eurozone, they suggest activity remains weak-but-improving, and they were a little bit better than expected. In the US, recent data was weaker than expected, although still showing a trend of improvement since last summer.PMIs are one of many data points investors may be considering. But in Credit, where turning points are especially important, it's one of our favorites. Thanks for listening. Subscribe to Thoughts on the Market on Apple Podcasts, or wherever you listen, and leave us a review. We'd love to hear from you.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.George Ferguson Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses how Boeing is said to be in talks to buy the supplier, Spirit AeroSystems. Herman Chan, Bloomberg Intelligence Senior Analyst for US Regional Banks, joins to breakdown why New York Community Bancorp shares are sinking. Anna Rathbun, CIO at CBIZ Investment Advisory Services, discusses the latest on the markets. Timothy Fiore, Chair for the Institute for Supply Management's (ISM) Manufacturing Business Survey Committee, discusses today's ISM manufacturing data. Joanne Hsu, University of Michigan Surveys of Consumers Director, discusses consumer sentiment data from the University of Michigan.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Investors in credit markets pay close attention to the latest economic data. Our head of Corporate Credit Research explains why they should be less focused on the newest numbers and more focused on whether and how those numbers are changing.--------Transcript--------Welcome to Thoughts on the Market. I'm Andrew Sheets, head of Corporate Credit Research at Morgan Stanley. Along with my colleagues bringing you a variety of perspectives, I'll be talking about trends across the global investment landscape, and how we put those ideas together. It's Friday, February 9th at 2pm in London.Almost every week, investors are confronted with a host of economic data. A perennial question hovers over each release: should we focus more on the level of that particular economic indicator; or its rate of change. In many cases, we find that the rate of change is more important for credit. If so, recent data has brought some encouraging developments with surveys of US Manufacturing, as well as bank lending.I'm mindful that the concept of “economic data” is about as abstract as you can get. So let's dig into those specific manufacturing and lending releases. Every quarter, the Federal Reserve conducts what is known as their Senior Loan Officer [Opinion] Survey, where they ask senior loan officers – at banks – about how they're doing their lending. The most recent release showed that more officers are tightening their lending standards than easing them. But the balance between the two is actually getting a little better, or looser, than last quarter. So, should we care more about the fact that lending standards are tight? Or that they're getting a little less tight than before?Or consider the Purchasing Managers Index, or PMI, from the Institute of Supply Management. This is a survey of purchasing managers at American manufacturers, asking them about business conditions. The latest readings show conditions are still weaker than normal. But things are getting better, and have improved over the last six months.In both cases, if we look back at history, the rate of change of the indicator has mattered more. As a credit investor, you've preferred tight credit conditions that are getting better versus easy credit that's getting worse. You've preferred weaker manufacturing activity that's inflecting higher instead of strong conditions that are softening. In that sense, at least for credit, recent readings of both of these indicators are a good thing – all else equal.But why do we get this result? Why, in many cases, does the rate of change matter more than the level?There are many different possibilities, and we'd stress this is far from an iron rule. But one explanation could be that markets tend to be quite aware of conditions and forward looking. In that sense, the level of the data at any given point in time is more widely expected; less of a surprise, and less likely to move the market.But the rate of change can – and we'd stress can – offer some insight into where the data might be headed. That future is less known. And thus anything that gives a hint of where things are headed is more likely to not already be reflected in current prices. No rule applies in all situations. But for credit, when in doubt, root for a positive rate of change.Thanks for listening. Subscribe to Thoughts on the Market on Apple Podcasts, or wherever you listen, and leave us a review. We'd love to hear from you.

  Landaas & Company newsletter  February edition now available. Advisors on This Week's Show Kyle Tetting Steve Giles Tom Pappenfus (with Max Hoelzl and Joel Dresang) Week in Review (Feb. 5-9, 2024) Significant Economic Indicators & Reports Monday The largest segment of the U.S. economy showed continued expansion in January with the Institute for Supply Management's service index reaching its highest level since September. Based on surveys with supply managers, the index signaled growth for the 13th month in a row. Among the highlights were faster growth in new orders, employment and supplier deliveries. The trade group said supply managers reported steady business and were optimistic because of potential interest rate cuts from the Federal Reserve. Executives also expressed caution about inflation and geopolitical conflicts. Tuesday No major releases Wednesday The U.S. trade deficit narrowed in 2023 from a record high in 2022, as the value of imports declined. The Bureau of Economic Analysis reported that the 2023 trade gap was $773.4 billion, down 18% from the year before. Exports grew 1.2% in the year while imports fell 3.6%. Trade deficits detract from economic output, as measured by the gross domestic product. For the year, Mexico ranked first in imports to the U.S., displacing China for the first time in 20 years. The Federal Reserve reported a slower increase in consumer credit card debt outstanding in December. So-called revolving credit debt rose at a 1% annual rate in December, the 31st gain in 32 months - and the slightest advance in that period. For the fourth quarter, credit card debt rose at a 6.8% annual rate, down from 10.1% in the third quarter. Economists look at credit card debt as a sign of consumer confidence. Consumer spending accounts for about two-thirds of U.S. economic activity. Thursday The four-week moving average for initial unemployment claims rose for the second week in a row, although it still reflected a historically tight hiring market. Data from the Labor Department showed the latest four-week average was 42% below the all-time average, dating back to 1967. As an early measure of layoff trends, new jobless claims have suggested employers' reluctance to let workers. Total claims rose 6% from the week before to 2.2 million, which was 14% higher than the year before. Friday No major releases MARKET CLOSINGS FOR THE WEEK Nasdaq – 15991, up 362 points or 2.3% Standard & Poor's 500 – 5027, up 68 points or 1.4% Dow Jones Industrial – 38671, up 17 points or 0.0% 10-year U.S. Treasury Note – 4.19%, up 0.15 point Not a Landaas & Company client yet? Click here to learn more. More information and insight from Money Talk Money Talk Videos Follow us on Twitter. Landaas newsletter subscribers return to the newsletter via e-mail

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Poonam Goyal, Bloomberg Intelligence Senior Analyst for E-Commerce, Athleisure, Off-Price Retail, and Anurag Rana, Bloomberg Intelligence Senior Technology Analyst, preview Amazon and Apple earnings. Julia Pollak, Chief Economist at Zip Recruiter previews tomorrow's U.S jobs report. Timothy Fiore, Chair for the Institute for Supply Management's Manufacturing Business Survey Committee, discusses today's ISM manufacturing data. Blake Moret, Rockwell Automation CEO, discusses earnings. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Peloton earnings.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

We're glad you're joining us for another episode of Barnyard Language. If you enjoy the show, please tell a friend (or two) and be sure to rate and review us wherever you're listening! If you want to help us keep buying coffee and paying our editor, you can make a monthly pledge on Patreon to help us stay on the air. You can find us on Facebook, Instagram, and TikTok as BarnyardLanguage, and if you'd like to connect with other farming families, you can join our private Barnyard Language Facebook group. We're always in search of future guests for the podcast. If you or someone you know would like to chat with us, get in touch.SummaryAndrew Campbell, a dairy farmer from Ontario, discusses his farming operation and the concept of supply management in Canada. He explains how supply management works in the dairy industry, including the quota system and pricing formulas. Andrew also highlights the role of the government in regulating and supporting supply management. He discusses the challenges and opportunities for expansion in the dairy sector and the financial benefits of supply management for farmers. Overall, Andrew emphasizes the importance of working together as a community to ensure the success of the supply management system. The conversation covers challenges in the dairy industry, communicating with different audiences, dealing with negative interactions, proactively educating the public, the transition to parenthood, raising kids on the farm, dominating a category at the county fair, and cussing and discussing.TakeawaysSupply management in Canada ensures stability and profitability for dairy farmers by regulating production and pricing.The quota system allows farmers to produce a specific amount of milk based on their allocated quota.The government plays a role in setting regulations and pricing formulas for the dairy industry.Expansion in the dairy sector can be achieved through purchasing existing operations or participating in new entrant programs.Supply management provides financial security for farmers and allows for long-term planning and investment. The dairy industry faces challenges such as fluctuating milk prices and consolidation of processors.Effective communication requires understanding the audience and tailoring the message accordingly.Dealing with negative interactions involves being open, explaining the reasons behind practices, and finding common ground.Proactively educating the public about farming practices can help dispel misconceptions and build trust.Raising kids on the farm provides unique opportunities for them to learn and be involved in agricultural activities.Dominating a category at the county fair can bring a sense of accomplishment and pride.Cussing and discussing everyday challenges in farming life can provide a sense of camaraderie and support.Chapters00:00 Introduction and What Andrew is Growing02:06 Livestock and Crop Farming06:59 Andrew's Background and Return to Farming09:25 Income from Farming and Employment12:10 Overview of Supply Management in Canada21:33 Government's Role in Supply Management24:41 Deductions and Marketing in Supply Management26:18 Losses and Penalties in Supply Management29:42 Expansion...

  Landaas & Company newsletter  January edition now available. Advisors on This Week's Show Kyle Tetting Adam Baley (with Max Hoelzl, Joel Dresang, engineered by Jason Scuglik) Week in Review (Jan. 1-5, 2024) Significant Economic Indicators & Reports Monday Markets and government offices closed Tuesday U.S. construction spending rose in November for the 10th month in a row. The Commerce Department said the seasonally adjusted annual rate of construction expenditures advanced 0.4% from October to more than $2 trillion. Residential construction accounted for 44% of the spending and rose 1% from the October rate, led by an increase in single-family housing projects. Total construction spending was up 11% from November 2022, led by a 59% rise among manufacturers. Wednesday The Institute for Supply Management reported that its manufacturing index signaled contraction in December for the 14th month in a row. Based on surveys of purchasing managers, the index showed the industry slumping slightly less than in November with demand weakening more. On the brighter side, production expanded for the first time in a couple of months, and supplier deliveries improved for the 15th month in a row. The trade group said its index suggests the overall economy is contracting at a 0.5% annual rate. U.S. employers posted 8.8 million job openings in November, down marginally from October and the lowest level since early 2021. Openings reached a record high of 12 million in March 2022 and remained above the pre-pandemic level of about 7 million. The Bureau of Labor Statistics said the number of hires and separations both declined in November, with the number of workers quitting their jobs reaching below the level just before the pandemic. Job openings stayed well above the number of unemployed job seekers, showing a continued gap between the demand and supply of workers. Thursday The four-week moving average for initial unemployment claims fell for the third time in four weeks, its lowest level since late October, 43% below the all-time average and about where it was just before the COVID-19 pandemic. Data from the Labor Department showed more than 1.8 million Americans were claiming unemployment benefits in the latest week. That was little changed from the week before but up 16% from the same time last year. Friday U.S. employers added 216,000 jobs in December, lower than the monthly average for 2023 (225,000) and 2022 (399,000). Other data in the report from the Bureau of Labor Statistics suggests a strong but cooling labor market. Temporary help jobs – often a harbinger of overall hiring trends – fell for the 15th month in a row. The average hourly wage rose 4.1% from December 2022, the first acceleration in gains since June. The same report showed the unemployment rate unchanged at 3.7%, but a number of other household measures showed conditions weakening slightly from the year before. The U.S. services sector barely grew in December, gaining for the 12th month in a row, though at the slowest pace since May, according to the Institute for Supply Management. The trade group's services index showed new orders slowing and employment receding since November. Purchasing managers told the ISM they're concerned about economic uncertainty, geopolitical conflicts and labor constraints. A report from the Commerce Department showed manufacturing orders rising in November for the third time in four months. The value of orders rose 2.6% from October and was 0.7% ahead of November 2022. Excluding volatile orders for transportation equipment – most notably commercial airline parts, orders increased 0.1% for the month and declined 1.4% from November 2022. A proxy for business investments was up 0.8% from October and 1.7% from the year before. MARKET CLOSINGS FOR THE WEEK Nasdaq – 14524, down 487 points or 3.2% Standard & Poor's 500 – 4697, down 73 points or 1.5% Dow Jones Industrial – 37466,

  Landaas & Company newsletter  December edition now available. Advisors on This Week's Show Kyle Tetting Tom Pappenfus Mike Hoelzl (with Max Hoelzl, Joel Dresang, engineered by Jason Scuglik) Week in Review (Dec. 4-8, 2023) SIGNIFICANT ECONOMIC INDICATORS & REPORTS Monday The manufacturing sector showed broad weakness in October, with factory orders sinking 3.6% from September, down for the first time in three months. A plunge in commercial aircraft orders led the decline. Excluding transportation equipment, orders still fell 1.2% for the month, the Commerce Department reported. Total orders were up a scant 0.5% from the year before but up 1.2% without counting transportation. Orders for core capital goods, a measure of business investment, receded 0.3% from September and were up 1.8% from October 2022. Tuesday The service sector expanded in November, at a quicker pace and for the 11th month in a row, according to the Institute for Supply Management. The ISM service index suggested supplier deliveries are at their most efficient level since the end of the Great Recession. Supply bottlenecks were blamed for contributing to the highest inflation in 40 years amid the pandemic. The ISM said purchasing managers surveyed are most concerned about inflation, interest rates, geopolitical tensions and employment costs. Employers' appetite for new workers slumped in October to the lowest number of job openings since March 2021. The Bureau of Labor Statistics reported that employers posted 8.7 million openings, down from 9.4 million in September, though still 15% higher than the pre-pandemic peak. The balance between demand and the supply of unemployed job seekers reached its narrowest gap since July 2021. The rate of workers quitting their jobs – a sign of worker confidence – remained unchanged since July, the lowest in nearly three years. Wednesday The U.S. trade gap widened 5% to $64.7 billion in October. The value of exports shrank from September by 1%, led by automotive products. At the same time, imports rose 0.2%, led by computers. The Bureau of Economic Analysis said the trade deficit, which detracts from measures of economic output, grew 20% through the first 10 months of this year compared to the same period in 2022. In that time, exports grew 1.1% and imports declined 4%. The Bureau of Labor Statistics said worker productivity rose at an annual rate of 5.2% in the third quarter, up from an earlier estimate of 4.7% and the fastest pace in three years. The annual growth rate for output rose 6.1% in the quarter while the pace of hours worked rose 0.9%. Measuring year over year, productivity advanced 2.4%. That compares to an average 1.5% year-to-year gain since the end of 2019, which is below the 2.1% average since 1947. The productivity report showed unit labor costs declining at a 1.2% annual pace during the quarter. Adjusted for inflation, labor costs rose at a 0.3% rate. Thursday The four-week moving average of initial unemployment claims rose for the first time in three weeks and the third time in five weeks. Still, the numbers continued to suggest an overall reluctance to let workers go. Data from the Labor Department showed the moving average for jobless applications is 40% below its 56-year average. Just under 1.9 million Americans claimed unemployment benefits in the latest week, up 0.3% from the week before, compared to 1.5 million the year before. According to the report, Wisconsin led the nation in new jobless claims in the week that ended Nov. 25. That often happens because of traditional employment accommodations certain Wisconsin businesses make around Thanksgiving and the deer hunting season. The Federal Reserve Board reported a fourth consecutive rise in consumer credit card debt outstanding in October. It was the 30th time in 31 months the so-called revolving credit number advanced, though it was the slimmest of those increases, rising at an annual rate of 4.1%.