Podcasts about us economic growth

China's stimulus and the Fed's rate cut aim to boost their economies—will it be enough? Jeremy Schwartz, WisdomTree's Global Chief Investment Officer, joins James Connor to discuss their impact on markets, the global economy, and where the risks and opportunities lie. They explore whether these moves can prevent a recession, stock market valuations, US elections, and how investors should position themselves. Jeremy also weighs in on geopolitical risks, including conflict escalation in the Middle East and tensions involving Taiwan, and explains why he likes commodities like oil to hedge them. Investment Concerns? Get a free portfolio review with Wealthion's endorsed financial advisors at https://www.wealthion.com/free This interview is sponsored by BetterHelp. Give online therapy a try and get on your way to being your best self at https://www.betterhelp.com/Wealthion Chapters: 1:17 - China Stimulus & Market Reaction 4:31 - Why Jeremy's Team At WisdomTree Are Skeptical About China's Stimulus 5:24 - China's $113 Billion Equity Support & Geopolitical Concerns 8:33 - US Economic Growth & Fed Rate Cuts 10:39 - Money Supply, Inflation, and the Fed's Policy Challenges 14:22 - Is the US Headed for a Recession? 15:39 - Global Impact of US and China Economic Policies 18:32 - Market Outlook: S&P 500, Valuations & Small Caps 21:29 - Tech Sector Valuations: Is This Another Bubble? 26:03 - Small Caps vs. Large Caps 27:41 - Corporate Earnings & Consumer Weakness 30:15 - Interest Rates & Yield Curve Discussion 32:50 - Commodities as Portfolio Hedges 35:25 - Economic Outlook for 2025 & Geopolitical Risks Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Economy #Finance #Investing #Markets #Geopolitics #EconomicOutlook #Fed #China #USA #InterestRates #FinancialMarkets #InvestmentTips #WealthManagement #Wealthion #Wealth #Oil #SP500 Learn more about your ad choices. Visit megaphone.fm/adchoices

AP correspondent Haya Panjwani reports on US economic growth last quarter.

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyGoogleTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.It seems like a mix of positive economic indicators and challenging agricultural conditions are shaping the current landscape:US Corn and Soybean Sales: The reported decrease in net corn and soybean sales underscores a softer demand or competitive global market conditions. Japan and the Netherlands being the largest buyers indicate continued reliance on specific key markets. The ongoing sales challenges might impact pricing and farmer decisions moving forward.Flash Sales of Soybeans: The consistent flash sales to unknown destinations may hint at strategic buying interests or stockpiling tendencies among purchasers. Such movements could potentially stabilize prices or lead to speculative trading behaviors.Heat and Drought Concerns: The ongoing severe weather warnings could have a substantial impact on crop conditions and yield forecasts. Persistent heat and emerging drought conditions across significant agricultural regions like the Southern Plains and parts of the Midwest could exacerbate stress on crops, potentially leading to reduced yields and higher prices.Drought Monitor and Agricultural Impact: The worsening drought conditions in strategic agricultural zones like southern Ohio and northeast Illinois might contribute to concerns over crop health and productivity. Improvements in other regions due to recent rains provide a slightly mixed outlook, suggesting localized impacts.Record Spring Wheat Yield in North Dakota: The high yield projections for North Dakota's spring wheat are promising for supply but may press down prices further, especially if combined with broader domestic supply pressures. The presence of crop diseases like scab could affect the quality and marketability of the yield, influencing overall profitability.US Economic Growth and Inflation: The stronger-than-expected economic growth in the second quarter is a positive signal for overall economic stability. However, the high credit card delinquencies reported could indicate underlying consumer financial stress, which might impact future consumer spending and economic resilience.Monetary Policy Outlook: The expectation of steady rates in the upcoming Federal Reserve meeting followed by a potential rate cut could influence investment and spending decisions across sectors, including agriculture.Each of these factors plays a critical role in shaping the economic and agricultural landscapes, affecting everything from policy decisions to day-to-day operations for businesses and farms.

The government released the latest report on the U.S. economy this morning. The AP's Jennifer King reports.

AP correspondent Haya Panjwani reports on economic growth last quarter.

From Wall Street to Main Street, the latest on the markets and what it means for your money. Updated regularly on weekdays, featuring CNBC expert analysis and sound from top business newsmakers. Anchored and reported by CNBC's Jessica Ettinger.

AP Washington correspondent Sagar Meghani reports the government has slightly revised up the economy's growth in the year's first three months.

From Wall Street to Main Street, the latest on the markets and what it means for your money. Updated regularly on weekdays, featuring CNBC expert analysis and sound from top business newsmakers. Anchored and reported by CNBC's Jessica Ettinger.

AP correspondent Jennifer King reports on the latest economic figures.

The US economy grew by less than forecast in the first three months of this year but inflation gathered pace, which could delay an interest rate cut.Official figures revealed the economy expanded at an annualised rate of 1.6%, far below expectations and the growth seen in the final months of 2023.Meanwhile, inflation, which measures the pace of price rises, has increased.(Picture: Retail sales drop in Britain, Huddersfield, United Kingdom - 21 Oct 2022. Picture credit: EPA-EFE/REX/Shutterstock)

The US economy grew by less than forecast in the first three months of this year but inflation gathered pace, which could delay an interest rate cut.Official figures revealed the economy expanded at an annualised rate of 1.6%, far below expectations and the growth seen in the final months of 2023.Meanwhile, inflation, which measures the pace of price rises, has increased.

AP Washington correspondent Sagar Meghani reports the economy grew more in the last quarter than previously estimated.

Join Eric Chemi and financial titan Mohamed El-Erian of Allianz as they dive deep into the pressing economic forecasts for 2024, inflation realities, and strategic wealth building amidst looming recession fears. Unpacking the intricacies of the current economic landscape, El-Erian delivers unparalleled insights into navigating the volatile markets, ensuring your investments weather the storm. From structural economic shifts to central bank missteps, this episode is an essential guide for anyone looking to safeguard and grow their wealth in uncertain times. SCHEDULE YOUR FREE PORTFOLIO REVIEW with Wealthion's endorsed financial advisors at https://www.wealthion.com. Subscribe to our YouTube Channel here. Timestamps:01:30 - El-Erian's Unique Approach to Time Management05:00 - The Power of Diverse Economic Perspectives12:01 - Predictions for US Economic Growth and Inflation13:17 - The Impact of Supply Chain on Future Inflation19:15 - El-Erian Critiques Federal Reserve's Mistakes25:56 - The Importance of Resilience, Agility, and Optionality in Investing29:22 - Navigating Current Investment Challenges33:37 - US Debt and Growth Potential Discussion36:06 - Optimism for Future Generations Despite Economic Challenges39:02 - El-Erian's on Speaking Out on Economic Issues

On today's show, Ian King has the latest figures showing surprisingly strong growth in the US economy.Ian also talks to Guy Gittins, Foxtons chief executive, about the estate agent's performance and expectations for the future.And Emma Butcher, from The Society of Motor Manufacturers and Traders, discusses the recent revival in car production and the wider motor industry.

AP correspondent Julie Walker reports on Economy GDP

News flash: By every measure that matters, the U.S. economy is dramatically outperforming the industrialized world. The Provost of King's College at Cambridge University, Gillian Tett, explains why. She also shares brilliant insights on the enormous volatility in the world, the future of globalization, why Brexit is a disaster, and more.

Facts & Spins for October 27, 2023 Top Stories: A mass shooting in Maine kills at least 18, the UN warns that a record 114M are displaced worldwide, Israel conducts a raid into Gaza, 15 Chinese planes enter Taiwan's air defense zone, Sudan's warring sides resume peace talks, Indonesia's defense minister announces his presidential bid, a deadly hurricane kills dozens in Mexico, the US economy expands at its fastest rate in nearly two years, Ford reaches a tentative deal with striking auto workers, and China sends its youngest-ever crew to space. Sources: https://www.verity.news/

AP correspondent Donna Warder reports on Economy-GDP-preview

AP correspondent Jennifer King reports on Economy GDP

AP correspondnet Mike Hempen reports on Economy-GDP

We are going to devote a lot of the programme to the world 's largest economy. Rahul Tandon hears about the United States economic growth slowing in the last three months. Recent GDP figures show the US economy grew at an annualized rate of 1.1%. That's down from 2 point 6 percent at the end of last year but does show growth despite fears over a recession. The US House of Representatives on Wednesday narrowly passed a bill to raise the government's $31.4 trillion debt ceiling which includes sweeping spending cuts over the next decade. But it is unlikely to pass the Senate. Shares in First Republic continue to be volatile as concerns continue over its future. The bank earlier this week announced that it has seen more than 100 billion dollars of withdrawals.

AP correspondent Donna Warder reports on the latest GDP number.

The US economy grew by 2.9% in fourth quarter, more than expected. Listen for more details.To learn more about how CNN protects listener privacy, visit cnn.com/privacy

In this episode of the Planned Solutions Incorporated Podcast, The estimates of global economic growth have been revised several times in 2022 as the probability of a recession in the US within the next twelve months has increased to nearly 25%. It seems the best scenario is a period of very low economic growth, with the worst case is a period of economic contraction. However, this outlook for economic growth may already be reflected in market prices as investors may have incorporated these expectations into their estimates of future prices. Also, Cryptocurrencies were touted as an unregulated way for investors to hold and transfer funds in stark opposition to the highly regulated banking industry, which makes up the foundation of the international financial system. However, recent failures show that the lack of regulation has allowed cryptocurrency companies to repeat the same mistakes that led to the bank regulations they sought to avoid. And,The six-month rate of interest paid on Series I Bonds declined from a rate in excess of 9% for the six months from May 1st to October 31st to less than 7% for the period from November 1st ,2022, to April 30th, 2023. However, the fixed interest rate component was increased from zero percent to 0.4% making the return slightly less dependent on the future rate of inflation to generate a positive yield. Plus a look at the Planned Solutions Incorporated Office Bulletin Board- The holidays are a popular time for charitable giving. However, few people give much thought to how they give which means they may be missing out on potential tax savings. Ever since the 2017 Tax Act, which increased the amount of the standard deduction, many taxpayers did not have a sufficient amount of itemized deductions to be able to take advantage of their charitable contributions. Chase Armer's book- Financial Planning Insights is now available at: www.amazon.com/Financial-Planning…1586894022&sr=8-1 To subscribe to the Personal Finance Review (the written form of all the content we discuss on the podcast) please e-mail Katie@PlannedSolutions.com The Personal Finance Review is published and distributed on a biweekly basis by Planned Solutions, Inc. for informational purposes only. Please seek the advice of a qualified financial planner before taking any action. Planned Solutions, Inc.

Federal Reserve officials from both the hawkish and dovish wings of the US central bank are determined to raise interest rates, even if the report states that US economic growth is shifting into a lower gear. While stocks show a decline in recent weeks on optimism that inflation may be easing, many are still pessimistic. In Market View, Prime Time's Bharati Jagdish spoke with David Kuo, the Smart Investor to find out more. See omnystudio.com/listener for privacy information.

Jason Thomas, Head of Global Research at Carlyle, shares his take on some surprising results from the Q1 Department of Commerce report on US GDP, along with what he’s seeing in other geographies. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.

NTD News Today—4/28/2022 1. Soldiers at Azovstal Call for Evacuation 2. Putin: Quick Response if West Intervenes 3. Ukrainian Farmers Wear Body Armor to Work 4. Holocaust Survivors Flee Ukraine for Israel 5. NY Human Rights Center Condemns Russian Invasion, Supports Holocaust Survivors in Ukraine 6. $7B of Military Equipment Left in Afghanistan 7. U.S. Economic Growth Shrank in First Quarter 8. Joe Biden Met Hunter's Close Business Partner 9. Blinken: U.S. Officials Are Under Threat 10. Desantis Signs Bill on Election Integrity 11. GA Bill Authorizes Voter Fraud Investigations 12. Justice Breyer's Last Day on the Bench 13. Archegos Founder, Former CFO Plead Not Guilty 14. AZ: Cold Case Arrest in 30 Year Old Murder 15. LA Sheriff Announces Probe Into Stolen Video 16. OH: Teen Jumps From Moving Car During Chase 17. AZ: Mountain Lion Spooked by Automatic Door 18. 'Ida' Retired From List of Hurricane Names 19. U.S. Report: China Unfairly Dominates Markets 20. U.S. Trade Representative Recognizes Taiwan's Intellectual Property Protection 21. Manufacturers Say Trade Report Shows Concrete Steps to Protect Innovation 22. Many Countries Have 'Far to Go' to Protect Intellectual Property: U.S. Innovation Center 23. Lockdowns Hurt China's Commuter Workers 24. 1st Ever Human Case of H3n8 Bird Flu 25. AUS Politician's 'Nazi' Remarks Anger Beijing 26. Election Shows Polarized France: Analyst 27. Macron Expected to Name New Prime Minister 28. Toxic Foam Floats on Colombian River 29. Nadal Unveils Rafa Nadal Sports University 30. Zverev Apologizes for Munich Open Loss 31. Prades Crashes Mistakenly Celebrating Stage Win 32. Sistine Chapel Replica Opens in Mexico City 33. The Dutch Celebrate First King's Day Holiday 34. World's Largest Blue Diamond Auctioned for $57m 35. The Ups and Downs of the Sun Hormone 36. One Lucky Winner for $473 Mil Powerball Ticket

The US economy just logged its worst quarter in nearly two years. Listen for more details. To learn more about how CNN protects listener privacy, visit cnn.com/privacy

Despite the emergence of the Omicron variant, vaccines and antiviral drugs ensure we're seeing the beginning of the end of the Covid-19 pandemic. Fiscal stimulus will help boost US growth to its strongest levels in decades in 2022 and European economies are poised to rebound. However, inflationary pressures will persist. Practitioners must identify assets that will provide downside protection, as well as strategies to capitalise on the growth ahead. - Ron Temple, Lazard Asset Management on Portfolio Construction Forum

Free video podcast about the US economy relative to the monthly PMIs and a business-cycle model. This week we learned the US Real GDP moved to record large. Today, the Sep PMI Manufacturing report showed 61.1 stronger than a poll of analysts. This signals strong US economic growth this year and that growth picked up from August.   To subscribe: Critical Point Podcast $27.99 per month recurring. Billing begins two weeks from signup (a form of 2-week free trial). Cancel anytime. Primary focus on the US stock market and the major grains. Short-term to super-long-term forecasts from the business cycle model, including signals. Additional model-based opinion/signals include global stock market indexes, interest rates, dollar, bitcoin, gold, oil, the boom/bust cycle of the economy, and the cyclical climate events that can cause crop problems. For information, education, explanation see criticalpointpod.com. Email: rich@ag-financial.com Twitter: @rich_possoned

Speaker: Chang-Tai Hsieh, Phyllis and Irwin Winkelried Professor of Economics and PCL Faculty Scholar, The University of Chicago Booth School of Business We use administrative registration records with information on the owners of all Chinese firms to document the importance of “connected” investors, defined as state-owned firms or private owners with equity ties with state-owned firms, in the businesses of private owners. We document a hierarchy of private owners: the largest private owners have direct investments from state-owned firms, the next largest private owners have equity investments from private owners that themselves have equity ties with state owners, and the smallest private owners do not have any ties with state owners. The network of connected private owners has expanded over the last two decades. The share of registered capital of connected private owners increased by almost 20 percentage points between 2000 and 2019, driven by two trends. First, state-owned firms have increased their investments in joint ventures with private owners. Second, private owners with equity ties to state owners also increasingly invest in joint ventures with other (smaller) private owners. The expansion in the “span” of connected owners from these investments with private owners may have increased the aggregate output of the private sector by 4.2% a year between 2000 and 2019. Chang-Tai Hsieh conducts research on growth and development. His published papers include “The Life-Cycle of Plants in India and Mexico,” in the Quarterly Journal of Economics; “Misallocation and Manufacturing TFP in China and India,” in the Quarterly Journal of Economics; “Relative Prices and Relative Prosperity,” in the American Economic Review; “Can Free Entry be Inefficient? Fixed Commissions and Social Waste in the Real Estate Industry,” in the Journal of Political Economy; “What Explains the Industrial Revolution in East Asia? Evidence from the Factor Markets,” in the American Economic Review; “The Allocation of Talent and US Economic Growth,” in Econometrica; “How Destructive is Innovation?” in Econometrica; and “Special Deals with Chinese Characteristics,” in the NBER Macroeconomics Annual. Hsieh has been a visiting scholar at the Federal Reserve Banks of San Francisco, New York, and Minneapolis, as well as the World Bank’s Development Economics Group and the Economic Planning Agency in Japan. He is a Research Associate for the National Bureau of Economic Research, a Senior Fellow at the Bureau for Research in Economic Analysis of Development, and a member of the Steering Group of the International Growth Center in London. He is the recipient of an Alfred P. Sloan Foundation Research Fellowship, an Elected Member of Academia Sinica, and the recipient of the Sun Ye-Fang award for research on the Chinese economy.

Risk off sell everything, payrolls preview, equity volatility is the only escape valve and fasten your seat beltThis week’s report Be Greedy When Others are FearfulFigure 1: SPX risk is the S&P 500 Volatility, the Volatility of Volatility, correlation and skew indices as well as the term structure of VIX futures (6 month less 1 month) in a z-score format. Wednesday it expanded to 2.43 standard deviations, it remained above 2 on Thursday and Friday. We consider these readings high relative to underlying economic conditions. The election and latest surge in Covid-19 cases appear reasonably discounted.Please consider becoming a paid subscriber, or if you are an institutional client, on boarding us to your research platform to read our full note and gain access to our client presentation, measures of risk and valuation, recommended reading list and additional products. If you would like a 30-day free trial or would like to discuss our research with me directly, please email bcknapp@ironsidesmacro.com. Click below for details, for individual subscriptions the price is $89/month.Lehman Veterans Knapp, Curnutt Reunite at Macro Risk Advisors2020-10-30 16:14:49.326 GMTBy Sonali Basak(Bloomberg) -- Barry Knapp is reuniting with former LehmanBrothers Holdings Inc. colleague Dean Curnutt as the duo seek toexpand their work advising large investors.Knapp, who previously worked at Guggenheim Securities andBlackRock Inc., is keeping his own research firm, IronsidesMacroeconomics, while also working as a senior adviser toCurnutt’s Macro Risk Advisors. The two worked together in the1990s at Lehman during what Knapp calls the “glory days ofequity derivatives.”“We were doing ETF-like transactions with macro hedge fundsbefore there were ETFs,” Knapp said in a phone interview,referring to exchange-traded funds. “I did a Russell 2000 swapbefore there were Russell 2000 futures.”Curnutt founded his company in 2008 to advise institutionalinvestors on market risks. He previously was head of equitysales and trading at Bank of America Corp. and, before that,worked in the equity derivatives unit at Lehman in the fouryears through 1999, according to his LinkedIn profile.Knapp joined BlackRock’s fixed-income investment-managementdivision in 2014, after almost two decades at Lehman and thenfive years at Barclays Plc. He joined Guggenheim in 2017 andleft about a year later.Knapp’s “macro expertise will be a welcome addition to theset of tools we bring to clients to help navigate markets andrisk at a time of great uncertainty,” Curnutt said by phone.“Having known Barry for 25 years and worked with him before, Ihave a strong appreciation for his talents and expertise.”If there are any questions about the above Bloomberg story please contact meBarry C. KnappManaging PartnerDirector of ResearchIronsides Macroeconomics LLC908-821-7584bcknapp@ironsidesmacro.comhttps://ironsidesmacro.substack.comhttps://www.linkedin.com/in/barry-c-knapp/@barryknappReading ListLatest Book: “A History of the Federal Reserve, Volume 2, Book 1, 1951-1969”, Allan H. MeltzerNext Book: “Human Action, The Scholar’s Edition”, Ludwig von Mises“Trade Wars Are Class Wars”, Matthew C. Klein & Michael Pettis“Showdown at Gucci Gulch, Lawmakers, Lobbyists, and the Unlikely Triumph of Tax Reform”, Jeffrey H. Birnbaum and Alan S. Murray“A Great Leap Forward, 1930s Depression and US Economic Growth”, Alexander J. Field“1493, Uncovering the New World Columbus Created”, Charles C. Mann“Great Society, A New History”, Amity Shlaes“The Second Machine Age”, Erik Brynjolofsson, Andrew McAfee“Grand Pursuit, the Story of Economic Genius”, Sylvia Nasar“The Rise and Fall of the Great Powers”, Paul Kennedy“Capitalism in America, A History”, Alan Greenspan & Adrian Woolridge“Diversity Explosion, How New Racial Demographics are Remaking America”, William H. Frey“Clashing Over Commerce, A History of US Trade Policy”, Douglas A. Irwin“Destined for War, Can America and China Escape Thucydides’s Trap”, Graham Allison“The Constitution of Liberty”, F.A. Hayek“Judgement in Moscow, Soviet Crimes and Western Complicity”, Vladimir Bukovsky“1931, Debt, Crisis and the Rise of Hitler”, Tobias StraumannThis institutional communication has been prepared by Ironsides Macroeconomics LLC (“Ironsides Macroeconomics”) for your informational purposes only. This material is for illustration and discussion purposes only and are not intended to be, nor should they be construed as financial, legal, tax or investment advice and do not constitute an opinion or recommendation by Ironsides Macroeconomics. You should consult appropriate advisors concerning such matters. This material presents information through the date indicated, is only a guide to the author’s current expectations and is subject to revision by the author, though the author is under no obligation to do so. This material may contain commentary on: broad-based indices; economic, political, or market conditions; particular types of securities; and/or technical analysis concerning the demand and supply for a sector, index or industry based on trading volume and price. The views expressed herein are solely those of the author. This material should not be construed as a recommendation, or advice or an offer or solicitation with respect to the purchase or sale of any investment. The information in this report is not intended to provide a basis on which you could make an investment decision on any particular security or its issuer. This material is for sophisticated investors only. This document is intended for the recipient only and is not for distribution to anyone else or to the general public.Certain information has been provided by and/or is based on third party sources and, although such information is believed to be reliable, no representation is made is made with respect to the accuracy, completeness or timeliness of such information. This information may be subject to change without notice. Ironsides Macroeconomics undertakes no obligation to maintain or update this material based on subsequent information and events or to provide you with any additional or supplemental information or any update to or correction of the information contained herein. Ironsides Macroeconomics, its officers, employees, affiliates and partners shall not be liable to any person in any way whatsoever for any losses, costs, or claims for your reliance on this material. Nothing herein is, or shall be relied on as, a promise or representation as to future performance. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS.Opinions expressed in this material may differ or be contrary to opinions expressed, or actions taken, by Ironsides Macroeconomics or its affiliates, or their respective officers, directors, or employees. In addition, any opinions and assumptions expressed herein are made as of the date of this communication and are subject to change and/or withdrawal without notice. Ironsides Macroeconomics or its affiliates may have positions in financial instruments mentioned, may have acquired such positions at prices no longer available, and may have interests different from or adverse to your interests or inconsistent with the advice herein. Ironsides Macroeconomics or its affiliates may advise issuers of financial instruments mentioned. No liability is accepted by Ironsides Macroeconomics, its officers, employees, affiliates or partners for any losses that may arise from any use of the information contained herein.Any financial instruments mentioned herein are speculative in nature and may involve risk to principal and interest. Any prices or levels shown are either historical or purely indicative. This material does not take into account the particular investment objectives or financial circumstances, objectives or needs of any specific investor, and are not intended as recommendations of particular securities, investment products, or other financial products or strategies to particular clients. Securities, investment products, other financial products or strategies discussed herein may not be suitable for all investors. The recipient of this report must make its own independent decisions regarding any securities, investment products or other financial products mentioned herein.The material should not be provided to any person in a jurisdiction where its provision or use would be contrary to local laws, rules or regulations. This material is not to be reproduced or redistributed to any other person or published in whole or in part for any purpose absent the written consent of Ironsides Macroeconomics.© 2020 Ironsides Macroeconomics LLC. This is a public episode. Get access to private episodes at ironsidesmacro.substack.com/subscribe

Billionaires' row, socialism with Chinese characteristics and creative destructionListen to our podcast for a summary of the latest weekly note from Ironsides Macroeconomics: https://ironsidesmacro.substack.comBelow are links to four recent reports that are outside the paywall so you can get a sense for the subscriber product. Please consider becoming a paid subscriber, or if you are an institutional client, on boarding us to your research platform to read our full note and gain access to our client presentation, measures of risk and valuation, recommended reading list and additional products. If you would like a 30-day free trial or would like to discuss our research with me directly, please email bcknapp@ironsidesmacro.com. Click below for details, for individual subscriptions the price is $89/month.https://ironsidesmacro.substack.com/p/some-brief-labor-market-thoughtshttps://ironsidesmacro.substack.com/p/the-corona-contraction-productivityhttps://ironsidesmacro.substack.com/p/gaining-traction-its-never-differenthttps://ironsidesmacro.substack.com/p/the-corona-contractionFigure 8: For four decades education, healthcare and housing costs have increased far more rapidly than the personal consumption deflator. Their share of consumption has also increased underscoring how they have been a drag on productivity growth. The poor outcomes are well documented. Technology in the form of telemedicine, blended learning and work from home are ways out of the deadweight sectors productivity drag.https://ironsidesmacro.substack.com/p/the-corona-contraction-productivity“Your Kids May Never Return to Normal Schooling:” Andreas Kluth, Bloomberg 15-May-2020Barry C. KnappManaging PartnerIronsides Macroeconomics LLC908-821-7584https://ironsidesmacro.substack.comhttps://www.linkedin.com/in/barry-c-knapp/@barryknappReading List“Showdown at Gucci Gulch, Lawmakers, Lobbyists, and the Unlikely Triumph of Tax Reform”, Jeffrey H. Birnbaum and Alan S. Murray“A Great Leap Forward, 1930s Depression and US Economic Growth”, Alexander J. Field“1493, Uncovering the New World Columbus Created”, Charles C. Mann“Great Society, A New History”, Amity Shlaes“The Second Machine Age”, Erik Brynjolofsson, Andrew McAfee“Grand Pursuit, the Story of Economic Genius”, Sylvia Nasar“The Rise and Fall of the Great Powers”, Paul Kennedy“Capitalism in America, A History”, Alan Greenspan & Adrian Woolridge“Diversity Explosion, How New Racial Demographics are Remaking America”, William H. Frey“Clashing Over Commerce, A History of US Trade Policy”, Douglas A. Irwin“Destined for War, Can America and China Escape Thucydides’s Trap”, Graham Allison“The Constitution of Liberty”, F.A. Hayek“Judgement in Moscow, Soviet Crimes and Western Complicity”, Vladimir Bukovsky“1931, Debt, Crisis and the Rise of Hitler”, Tobias StraumannMy next book: “Nudge”, Richard H. Thaler & Cass R. SunsteinThis institutional communication has been prepared by Ironsides Macroeconomics LLC (“Ironsides Macroeconomics”) for your informational purposes only. This material is for illustration and discussion purposes only and are not intended to be, nor should they be construed as financial, legal, tax or investment advice and do not constitute an opinion or recommendation by Ironsides Macroeconomics.  You should consult appropriate advisors concerning such matters.  This material presents information through the date indicated, is only a guide to the author’s current expectations and is subject to revision by the author, though the author is under no obligation to do so.  This material may contain commentary on: broad-based indices; economic, political, or market conditions; particular types of securities; and/or technical analysis concerning the demand and supply for a sector, index or industry based on trading volume and price. The views expressed herein are solely those of the author. This material should not be construed as a recommendation, or advice or an offer or solicitation with respect to the purchase or sale of any investment. The information in this report is not intended to provide a basis on which you could make an investment decision on any particular security or its issuer. This material is for sophisticated investors only.  This document is intended for the recipient only and is not for distribution to anyone else or to the general public.Certain information has been provided by and/or is based on third party sources and, although such information is believed to be reliable, no representation is made is made with respect to the accuracy, completeness or timeliness of such information. This information may be subject to change without notice.  Ironsides Macroeconomics undertakes no obligation to maintain or update this material based on subsequent information and events or to provide you with any additional or supplemental information or any update to or correction of the information contained herein. Ironsides Macroeconomics, its officers, employees, affiliates and partners shall not be liable to any person in any way whatsoever for any losses, costs, or claims for your reliance on this material. Nothing herein is, or shall be relied on as, a promise or representation as to future performance.  PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS.Opinions expressed in this material may differ or be contrary to opinions expressed, or actions taken, by Ironsides Macroeconomics or its affiliates, or their respective officers, directors, or employees. In addition, any opinions and assumptions expressed herein are made as of the date of this communication and are subject to change and/or withdrawal without notice.  Ironsides Macroeconomics or its affiliates may have positions in financial instruments mentioned, may have acquired such positions at prices no longer available, and may have interests different from or adverse to your interests or inconsistent with the advice herein. Ironsides Macroeconomics or its affiliates may advise issuers of financial instruments mentioned. No liability is accepted by Ironsides Macroeconomics, its officers, employees, affiliates or partners for any losses that may arise from any use of the information contained herein.Any financial instruments mentioned herein are speculative in nature and may involve risk to principal and interest. Any prices or levels shown are either historical or purely indicative. This material does not take into account the particular investment objectives or financial circumstances, objectives or needs of any specific investor, and are not intended as recommendations of particular securities, investment products, or other financial products or strategies to particular clients. Securities, investment products, other financial products or strategies discussed herein may not be suitable for all investors. 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While it sometimes feels like a lifetime ago, it was just back in August of 2011 that Standard & Poor’s downgraded the United States’ credit rating from AAA to AA+. Since then, concerns about US federal debt have gotten less and less attention with each passing year even as debt itself continued to rise. For context, we think the number the last time we checked was just north of $22 trillion, while the federal deficit was just shy of a trillion dollars. But should we even care? After all, the US seems to have shouldered high levels of debt for a long time, and aside from the 2011 credit downgrade, doesn’t appear to have obviously suffered for it. Some proponents of a new idea called “Modern Monetary Theory” or MMT for short, even argue that as long as the Federal Reserve is around, US deficit spending is largely irrelevant. Here to talk about what US debt actually means for taxpayers and policymakers, we’re joined by two excellent guests. Tom Grennes joins us on the phone. Tom is a Professor of Economics Emeritus at North Carolina State, and author of a recent Mercatus paper on this topic titled “New Evidence on Debt as an obstacle to US Economic Growth" featuring his co-authors Mehmet Caner and Michael Fan. We have Kate Davidson here in the studio with us. Kate is a reporter for the Wall Street Journal covering the Federal Reserve and US economy from the Journal’s Washington Bureau, and before that she covered bank regulation and policy for Politico and American Banker. Follow Chad on Twitter at @ChadMReese. Today's What's on Tap beverage features Union Craft Brewing's Duckpin Pale Ale from Baltimore, Maryland.

Hosts Jeremy Schwartz and Wharton Prof Jeremy Siegel lead a discussion with Leonard Nakamura, Vice President and Economist at the Federal Reserve Bank of Philadelphia. After a quick market recap, they'll examine the intricate debate over how GDP is measured and whether we need a new way to chart U.S. economic growth and predict the future on Behind the Markets. See acast.com/privacy for privacy and opt-out information.

Commenting beside the Asian Financial Forum 2017 in Hong Kong, keynote speaker Dr Mohamed El-Erian described China’s Belt and Road Initiative as a supplement to the multilateral trading system, with Hong Kong contributing significantly to the Belt and Road’s development. The Chief Economic Advisor with Allianz also expected the US dollar to strengthen with about three interest rate hikes in 2017 and the prospect of US economic growth.

In This Episode: US Economic Growth is slowing Grinding to a Halt! More Protests, NYC, Chicago, Oakland, Denver (more weed needed their) and of course Baltimore. Arrests made in NYC so far. “Where is Joseph Kent?”: Social media erupts after cameras capture activist’s suspicious-looking arrest. Prisoner in van said Freddie Gray was ‘trying to injure himself,’ document says. Out-of-control Russian cargo ship plunging to Earth, official says. Fed, White House fail to mention the D-word. Report: Walmart in Baltimore Refusing Ammo Sales. Ukrainian Neo-Nazis Nail Rebel Fighter to Cross, Burn Him Alive.   Texas Ranger Drops Jade Helm Bombshell: “There Are Trains With Shackles On Them”.