Podcasts about wage growth

Chicago Real Estate Market Update | June 2026The Chicago housing market continues to evolve, and in this episode of People, Not Titles, Steve Kaempf and Matt Lombardi break down the biggest stories impacting buyers, sellers, investors, and real estate professionals across Chicago and the United States.This week we discuss the latest May Jobs Report, Zillow's Rent vs. Buy Analysis, mortgage rate trends, Federal Reserve policy changes, housing affordability challenges, seller behavior, and what these developments mean for the future of the Chicago real estate market.Key Topics Covered:→ May Jobs Report & Labor Market Trends→ Federal Reserve Interest Rate Outlook→ Zillow's 2026 Rent vs Buy Study→ Chicago Housing Market Forecasts→ Housing Affordability Challenges→ Compass & Industry News Updates→ Economic Trends Affecting Home BuyersWhether you're a first-time homebuyer, experienced investor, real estate agent, lender, broker, entrepreneur, or simply interested in where the housing market is headed, this episode provides practical insights and real-world analysis to help you make smarter decisions.Full episodes available at [www.peoplenottitles.com](http://www.peoplenottitles.com)People, Not Titles podcast is hosted by Steve Kaempf and is dedicated to lifting up professionals in the real estate and business community. Our mission is to highlight success principles, leadership lessons, and real-world strategies that help professionals thrive in business and life.Connect With People, Not Titles:Website: [www.peoplenottitles.com](http://www.peoplenottitles.com)Instagram:https://www.instagram.com/peoplenottitlesFacebook:https://www.facebook.com/peoplenottitlesX (Twitter):https://twitter.com/sjkaempfSpotify:https://open.spotify.com/show/1uu5kTv00:00 Introduction & Market Overview01:15 May Jobs Report Breakdown05:12 Wage Growth, Employment Trends & Economic Signals08:30 What The Labor Market Means For Real Estate11:45 Zillow's 2026 Rent vs Buy Report16:20 Chicago Housing Market Analysis19:45 Why Chicago Continues To Outperform22:10 Federal Reserve & Interest Rate Outlook27:05 Mortgage Rates & Housing Affordability29:55 Compass Investigation & Industry News32:45 Sellers Pulling Listings Across The U.S.35:10 NAR Legislative Updates36:40 Viewer Mail: Best Real Estate & Business Books38:18 Final Thoughts & Closing RemarksIf you enjoyed this episode, please Like, Subscribe, Comment, and Share. Your support helps us continue bringing valuable conversations and market insights to our audience every week.#ChicagoRealEstate #HousingMarket #RealEstateInvesting #MortgageRates #PeopleNotTitles

Averages wages grew 3.4% year over year, but at the same time, inflation as measured by the consumer price index, has been eating away at those gains. Workers don't want to lose purchasing power — rising inflation will feel like a pay cut — but the Fed may see things a bit differently. Plus: Home cooks are a bright spot in Campbell's soup sales, the owner of Vimeo, AOL, and WeTransfer files for an IPO, and a former diplomat rehabs old movie theaters.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.

Averages wages grew 3.4% year over year, but at the same time, inflation as measured by the consumer price index, has been eating away at those gains. Workers don't want to lose purchasing power — rising inflation will feel like a pay cut — but the Fed may see things a bit differently. Plus: Home cooks are a bright spot in Campbell's soup sales, the owner of Vimeo, AOL, and WeTransfer files for an IPO, and a former diplomat rehabs old movie theaters.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.

(1) Liz Peek discusses the K-shaped economy, where wealthy retirees flourish while lower-income citizens struggle with inflation and high gasoline costs. The Iran war significantly impacts oil prices, threatening real wage growth.

Tara breaks down stronger-than-expected jobs data, rising wages, and bold predictions of a political and economic shakeup heading into the midterms. HOOK The economy is “smoking hot” heading into fall — at least according to new jobs numbers and top political voices. Tara says the data signals a major shift, and some insiders are predicting a political earthquake ahead. DESCRIPTION Today's AMPERWAVE DAILY dives into fresh economic data showing U.S. job growth beating expectations, with payrolls rising by 115,000 and wage growth holding steady at 4.4%. Tara and Lee break down claims that the economy is rebounding after years of wage stagnation and inflation pressures tied to federal spending and monetary policy under President Joe Biden. The episode also highlights commentary from economic voices like Larry Kudlow and former House Speaker Newt Gingrich, who argue the economy and political landscape are shifting rapidly ahead of the next election cycle. Tara also discusses broader debates over wages, inflation, purchasing power, and how recent policy shifts under President Donald Trump may be impacting economic momentum and voter sentiment heading into the midterms. KEY TOPICS Stronger-than-expected U.S. jobs report Wage growth and purchasing power trends Inflation vs. earnings debate ADP employment data and revisions Economic comparison: Biden vs. Trump eras Midterm election predictions Newt Gingrich forecast of GOP gains Larry Kudlow on economic acceleration Federal Reserve / inflation policy implications SEGMENTS SEGMENT 1 — “Jobs Report Shock” Tara opens with the latest employment data showing 115,000 new jobs added, with unemployment steady at 4.3%. The discussion focuses on why economists were caught off guard and what the numbers suggest about underlying labor market strength. SEGMENT 2 — “Wages vs. Inflation Battle” The conversation turns to wage growth at 4.4% and debates over inflation's impact on purchasing power. Tara argues that rising wages may be slowly offsetting earlier inflation pressures tied to government spending policies. SEGMENT 3 — “Economic Policy Showdown” The hosts compare current economic trends with previous years under President Joe Biden and discuss claims that earlier monetary expansion contributed to inflation and wage stagnation concerns. SEGMENT 4 — “Midterm Earthquake Predictions” Political heavyweight commentary from Larry Kudlow and Newt Gingrich fuels speculation that Republicans could see significant gains if current economic momentum continues into the election cycle under President Donald Trump. QUOTE OF THE DAY “You could see the economy is going to be smoking by this fall.” SOCIAL MEDIA TEASER

Arizona's household income is up 60% in the last 50 years. How do we keep it going?

Mel Mattison joins Alex Richardson to break down the biggest forces shaping today's global economy—Bitcoin, inflation, war, and the future of the U.S. financial system.In this episode, they discuss the economic impact of geopolitical tensions, including the Iran crisis, and how the world is shifting toward a multipolar system. Mel explains why rising U.S. deficits and persistent inflation could reshape markets—and what it means for investors.They also explore Bitcoin's long-term role, gold as a hedge, and why traditional portfolio strategies may no longer be effective in this new macro environment.Topics include: Bitcoin adoption, inflation trends, U.S. debt crisis, global markets, asset allocation, and the future of money.Chapters:00:00 Market Predictions and Economic Outlook03:11 Geopolitical Tensions and Their Economic Impact05:59 The Shift to a Multipolar World09:12 Bitcoin's Resilience and Future Potential12:05 U.S. Fiscal Situation and Inflationary Pressures18:05 Reconsidering Asset Allocation Strategies24:28 Inflation and Asset Valuation Dynamics26:55 The Promise of Latin American Markets31:42 The Debate on Affordability and Asset Price Inflation37:48 Wage Growth and Economic Stability40:12 The Role of Bitcoin and Digital Assets44:23 Exploring the Themes of 'QUOZ'

Economic models have treated the labor market like a perfectly competitive system where wages naturally align with worker value. Arin Dube, economics professor at the University of Massachusetts Amherst and author of “The Wage Standard”, challenges this long-held assumption. He argues that modern labor markets are riddled with invisible frictions that give employers outsized power over your paycheck.  These uneven power dynamics help explain why salaries at the bottom of the distribution have historically stagnated while the broader economy grew. Dube unpacks decades of data to show what actually happens when minimum wages rise, pushing back against the classic warning that wage floors automatically destroy jobs. Instead, he presents evidence suggesting that higher pay can actually reduce turnover and push workers toward more productive companies.  Hosts Luigi Zingales and Bethany McLean press Dube on the missing pieces of his labor puzzle. Zingales questions whether Dube is ignoring the massive impact of immigration on the supply and demand for low-wage labor. Meanwhile, McLean digs into the elusive concept of fairness, asking whether outsourced corporate janitors should compare their pay to Wall Street bankers or just to other janitors.  Subscribe to our Youtube Channel Follow Capitalisn't on Instagram & TikTok Send us your questions or comments by emailing capitalisntpod@gmail.com You can find Arin Dube's book "The Wage Standard" here Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A tax break designed for working Americans… blocked by Republicans? Supporters of Donald Trump are praising the “no tax on tips” provision as a long-overdue win for blue-collar workers—especially those who've seen wages stagnate for decades. But in a shocking twist, South Carolina lawmakers rejected a bill that would have mirrored those federal tax cuts at the state level. Even more surprising? States like California and Michigan have already moved to adopt similar relief. With billions in surplus revenue, why block tax relief for workers who need it most? This episode breaks down the politics, the economics, and the frustration boiling over for everyday taxpayers.

“Is college worth it?” Boston Fed research indicates the answer is yes. It shows a correlation between higher salaries and higher educational attainment in New England over the last 40 years. Also, people with more education have higher starting wages and steeper salary raises throughout their careers. But there's nuance. Pinghui Wu is a senior economist who co-wrote the recent research. She discusses why New England has higher educational attainment than most regions, and how that affects incomes. She also talks about the “college premium” – the fact that workers with college degrees earn more than those with high school degrees. And she explains how that premium grows or shrinks based on factors like gender, what people study, and the availability of work in a skilled trade. The paper Pinghui Wu co-authored is “Educational Attainment and Wage Growth in New England: Evidence From Four Decades of Administrative Wage Records.” A related working paper is “Educational Attainment and the Evolution of Cumulative Earnings across 45 US Birth Cohorts.” For more interviews and analysis of the economy in New England and nationwide, visit BostonFed.org/SixHundredAtlantic.aspx. Subscribe to our email list to stay updated on new episodes.

On this week's markets wrap, John Stepek speaks with Bloomberg Opinion columnist Marcus Ashworth and Morwenna Coniam from the Markets Today team about this week’s fall in the headline rate of consumer price inflation and slowing wage growth. They also discuss rising youth unemployment and the potential economic impact of government labor policies, while weighing a cautiously optimistic outlook for UK growth. Marcus also comments on Nuveen’s takeover of Schroders as part of a broader trend of US asset managers seeking international diversification amid dollar weakness. Sign up to the subscriber event here: https://www.bloombergevents.com/ZZ3kna?utm_source=Podcast&utm_campaign=Podcast&utm_medium=Podcast&RefId=subSee omnystudio.com/listener for privacy information.

Chicago Fed President Austan Goolsbee signaled that more rate cuts could be possible if inflation keeps cooling — but here's the crucial point:

John Chang unpacks massive downward revisions to U.S. job growth and what they signal for commercial real estate. He explains how nearly 900,000 jobs were wiped out through revisions, why government data models are struggling in a post-pandemic economy, and how policy uncertainty and tariffs are weighing on hiring. John also addresses the recent AI-driven Wall Street selloff in brokerage stocks, arguing that fears of automation disrupting CRE brokerage and office demand are overstated. Throughout, he connects labor trends, wage growth, healthcare hiring, and consumer sentiment directly to property performance across sectors. Book your free demo today at bill.com/bestever and get a $100 Amazon gift card. Visit ⁠www.tribevestisc.com⁠ for more info. Try QUO for free PLUS get 20% off your first 6 months when you go to quo.com/BESTEVER  Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at⁠ ⁠⁠⁠www.bestevercommunity.com⁠⁠ Podcast production done by⁠ ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Together at last. In a rare joint performance, Dante and Matt join the Inside Economics crew to unpack January's jobs and CPI reports. The brief federal government shutdown delayed economic data releases a few days, which made for a loaded slate this week. Dante shares his impression of January's seemingly strong jobs report and then the team plays the stats game. A brief hiatus did not affect Marisa's ability to dominate. Matt then goes through the first inflation data of 2026, and where it looks like inflation is headed in the coming months.View the Full U.S. Macroeconomic Outlook Webinar here: https://events.moodys.com/ta6186-2026-bank-odwbn-mau28334-us-economic-outlook-q1View our AI generated paper here: https://www.economy.com/getfile?q=165AB685-ED95-43E8-8533-DA2CE131A01A&app=downloadHosts: Mark Zandi – Chief Economist, Moody's Analytics, Cris deRitis – Deputy Chief Economist, Moody's Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody's AnalyticsFollow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@moodys.com. We would love to hear from you. To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

January’s jobs report just shattered expectations—and it could signal a major turning point for the U.S. economy. On this episode of Main Street Matters, Elaine Parker of the Job Creators Network sits down with Mike Palicz, Tax Policy Director at Americans for Tax Reform and former Trump administration official, to break down the latest economic data. With 130,000 jobs added, rising wages, and a shrinking federal workforce, the numbers point to renewed private sector strength and growing economic momentum. They dive into how pro-growth tax policies are driving investment, boosting worker productivity, and increasing take-home pay for American families. Plus, what role AI is playing in reshaping the workforce, why construction jobs are surging, and how falling interest rates and rising wages are improving affordability. Elaine and Mike also tackle the political messaging battle ahead of the midterms—why many Americans still don’t feel the full impact of tax relief, and how conservatives can better connect policy wins to real-life stories from small businesses and workers.See omnystudio.com/listener for privacy information.

Productivity — the rate at which companies make what they make, or do what they do — has been a reliably bright spot in this economy. But wage growth hasn't kept up. In this episode, what's hampering compensation growth while overall productivity rises at a clip? Plus: Is AI actually to blame for recent layoffs? Is rising global debt bad news? And, the partial government shutdown will delay crucial employment data.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.

Productivity — the rate at which companies make what they make, or do what they do — has been a reliably bright spot in this economy. But wage growth hasn't kept up. In this episode, what's hampering compensation growth while overall productivity rises at a clip? Plus: Is AI actually to blame for recent layoffs? Is rising global debt bad news? And, the partial government shutdown will delay crucial employment data.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.

Jenna Stauffer's big idea for 2026 real estate is strong wage growth that will outpace price growth, creating more affordable housing. She discusses the factors besides pricing that are keeping people out of the market, including taxes and other fees. The median age of first-time buyers jumping to 40 means we are in a completely different environment, and she notes that Gen Z is upset about the lag and are finding untraditional methods to enter the market.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

The inflation narrative is unraveling—and the numbers don't lie. Tara breaks down why tariffs never caused inflation, how money printing actually did, and why the media suddenly stopped blaming tariffs once political power changed hands. From a dramatic drop in inflation to wage growth, tax relief, and looming bond market risks, this episode cuts through the noise to explain what's really impacting your wallet—and what could be coming next.

Trump interrupted everyone's night with a "special address"… and the internet braced for war headlines. Instead? An 18-minute victory lap packed with claims—some true, some spin, some straight-up "math doesn't math." In this episode, I break down the biggest moments: inflation, wages, border stats, tariffs, the Fed, housing, and why Republicans need to stop treating politics like sports. ✅ Join the Fed Haters Club (live chat + direct the show): joingml.com

Trump Blows Himself, Venezuela Shenanigans, and Random Rants!Dan and Corey return with a jam-packed episode of Libservative, diving right into Trump's latest self-congratulatory speech and the speculation around Venezuela's oil and land. They break down the bizarre elements of Trump's address, including a cringeworthy '1776 patriot dividend' for soldiers. The guys then discuss the tragic murder of Rob Reiner and Trump's insensitive response, proving that Trump never misses an opportunity to make it about himself. They shift gears to Round 2 of the confusing political power vacuum left by Charlie Kirk's death and widow Erica Kirk's controversial rise. Finally, they tease Trump declaring potential wars and end with the wild rollercoaster of modern politics. No show for Christmas, but brace yourselves for Corey reporting live from 'Freedom Florida.' Packed with crude humor and biting commentary, this episode is a must-listen!00:00 Welcome to Libservative: Setting the Stage00:57 Trump's Speech and Speculations02:49 Epstein Glove and Recent Shootings05:03 Chuck Schumer's Controversial Remarks09:53 Bondi Beach Shooting and Conspiracy Theories33:45 Trump's Address to the Nation41:03 Economic Challenges Under Biden41:20 Trump's Economic Achievements42:05 Wage Growth and Job Creation43:09 Historic Investments and Tariffs44:16 Tax Cuts and Military Benefits46:03 Healthcare Reforms48:32 Energy Costs and Housing Market50:29 Immigration and Job Market52:44 Trump's Vision for America's Future53:58 Panel Discussion and Reactions01:22:08 Maduro's Offer and Trump's Speech01:24:17 Erica Kirk: A Controversial Figure01:27:54 Candace Owens and Barry Weiss01:35:09 The Aftermath of Charlie Kirk's Death01:46:08 Trump's Truth Post and Rob Reiner01:52:30 Holiday Plans and Sign-Off 

Dante joins Mark and Cris for an unusual jobs Tuesday podcast to break down the November employment report. Due to the prolonged government shutdown, the report delivered two months of payroll data, which continues to signal that the labor market is grinding to a halt. With the unemployment rate on the rise, the team discusses their updated recession probabilities, and Marisa's absence is felt as they struggle through the stats game.  Guest: Dante DeAntonio, Senior Director of Economic Research, Moody's AnalyticsHosts: Mark Zandi – Chief Economist, Moody's Analytics, Cris deRitis – Deputy Chief Economist, Moody's Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody's AnalyticsFollow Mark Zandi on 'X' @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@moodys.com. We would love to hear from you. To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What are the hottest sectors based on wage growth for young workers as we head into 2026? Healthcare jobs are the most in demand roles with rising pay for young workers. Glassdoor lead researcher Chris Martin, told CNBC make it another hot sector. Private education jobs. Overall healthcare, along with those private education jobs have propped up the economy for some time. They make up about 17% of the jobs nationally, but accounted for 56% of job growth between July, 2023. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The market fell yet again, while wage numbers showed an increase of 3.4% across the year to September.See omnystudio.com/listener for privacy information.

In this episode of The Breakfast Leadership Show, we explore how California continues to lead the nation in wage growth and what that means for both employers and employees navigating a rapidly changing economy. Recent analysis from Keller Executive Search, using data from the U.S. Bureau of Labor Statistics, reveals that California saw a 6.55% increase in average weekly wages between 2023 and 2024, ranking fifth in the nation. The state's average weekly pay rose from $1,757 to $1,872, a gain that not only outpaced the national average of 4.88% but also exceeded inflation. We unpack the driving forces behind this growth, including the strength of California's technology, entertainment, and professional services sectors, and what this says about the broader labor market. While these gains signal that many workers are seeing real increases in purchasing power, California's high cost of living continues to offset some of that progress, making long-term affordability and retention key issues. The discussion also dives into how leaders can respond strategically: Investing in continuous skill development to keep pace with evolving demands. Creating adaptable workforce plans that align with economic cycles. Balancing compensation growth with organizational sustainability. Ultimately, this episode challenges both employers and employees to view wage growth as more than a paycheck shift. It is a signal of transformation in how we work, hire, and lead in an economy defined by rapid innovation and constant reinvention.

THE BEST BITS IN A SILLIER PACKAGE (from Tuesday's Mike Hosking Breakfast) Show Your Working/Are Teachers Really Not Paid Enough?/Are the Rest of Us Really Not Paid Enough?/Yet Another Meaningless Poll/Just Your Everage GlennSee omnystudio.com/listener for privacy information.

New Zealand's post-Covid recession has pushed our wage growth to near the bottom of the world in recent years. Money correspondent Susan Edmunds spoke to Ingrid Hipkiss.

Real average hourly earnings fell in June. Just one month of data doesn't make a trend, but forces at work in both the labor market and inflation data could further eat into Americans' wages. We'll unpack. Then, President Donald Trump's bill to claw back federal funding for foreign aid programs and public broadcasting could get a final vote in the Senate today. Plus, the Department of Defense is investing in a U.S.-based rare earth mining company.

Real average hourly earnings fell in June. Just one month of data doesn't make a trend, but forces at work in both the labor market and inflation data could further eat into Americans' wages. We'll unpack. Then, President Donald Trump's bill to claw back federal funding for foreign aid programs and public broadcasting could get a final vote in the Senate today. Plus, the Department of Defense is investing in a U.S.-based rare earth mining company.

HR2 Tie Lasaster, CEO of Lasaster Capital, Inflation Versus Wage Growth? 7-15-25 by John Rush

This week, we dive into the latest jobs and unemployment data surprises, the hidden role of immigration in labor force changes, and why both political parties are terrible. We also dig into the looming deficit and treasury issuance implications, the EM-ification of the US, the symptoms of a failed system, and the inevitability of currency debasement. Enjoy! — Follow Tyler: https://x.com/Tyler_Neville_ Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance — Weekly Roundup Charts: https://drive.google.com/file/d/1WckOC1BLjh33MBzZsCrHM5TatPCd1EZF/view?usp=sharing — Echo Protocol is the first Bitcoin liquid re-staking and yield layer on MoveVM. As the second-largest protocol on Aptos by TVL, Echo secures nearly half of the network's bridged assets with ~$270M in aBTC minted. https://www.echo-protocol.xyz/ — Timestamps: (00:00) Cold Open (04:00) Bullish NFP? (08:25) Ads (Aptos) (11:12) Anti-Immigration Impact (17:32) Wage Growth, Yields & Controlled Demolition (21:22) BBB Passed, Now What? (26:40) Ads (Aptos) (27:32) Both Sides Are Terrible (34:32) High-Yield Credit (37:17) Get Out on the Risk Spectrum (39:52) Active Treasury Issuance Greater Than QE (41:37) The Problem is Getting Worse (44:12) All Roads Lead to Debasement (46:58) Crushing Global Labor (48:52) DXY & the End of Central Banking (51:47) EM-ification of the US (54:12) MSTR & BTC Volatility (58:44) Seasonality, Leverage & Momentum (01:01:32) Symptoms of a Failed System (01:08:50) Buying vs Renting (01:13:28) Final Thoughts — Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed. #Macro #Investing #Markets #ForwardGuidance

Tuesday's second hour.

The U.S. Bureau of Labor Statistics released the May Nonfarm Payroll report; Kevin looks into the data, offers his insights and puts the report in perspective. Additionally, the Unemployment Rate and Wage Growth reports were released; Kevin has the details and offers his insights. The Commercial Vehicle Safety Alliance will now be enforcing a law suspended for nearly a decade due to an Obama-era executive order; Kevin explains and discusses the details. Oil and gas prices react to U.S. and China trade talks in London, a weaker U.S. dollar and possible increased oil production from the OPEC+ countries.

The U.S. Bureau of Labor Statistics released the May Nonfarm Payroll report; Kevin looks into the data, offers his insights and puts the report in perspective. Additionally, the Unemployment Rate and Wage Growth reports were released; Kevin has the details and offers his insights. The Commercial Vehicle Safety Alliance will now be enforcing a law suspended for nearly a decade due to an Obama-era executive order; Kevin explains and discusses the details. Oil and gas prices react to U.S. and China trade talks in London, a weaker U.S. dollar and possible increased oil production from the OPEC+ countries.

In this episode of State of the Arc, I'm bringing you the top stories that matter: Infrared Welding Inspection: Exploring how thermal imaging is revolutionizing real-time weld quality control. Laser-Hybrid Welding: Combining laser precision with arc versatility for deeper, faster welds. Blue-Collar Wage Growth: Analyzing the 5–6% annual wage increase for skilled trades and its implications. Enbridge's $700M Gulf Coast Pipeline Expansion: Discussing the welding opportunities arising from this major infrastructure project. Plus, a historical highlight on Lincoln Electric's 1911 innovation of the variable voltage arc welder. Stay informed and ahead in the welding industry.

In this compelling episode of The Andrew Parker Show, Andrew delivers a straight-shooting deep dive into tariff policy—what it is, why it matters, and how it's reshaping the global economy. With clarity and conviction, Andrew breaks down the Trump administration's bold use of tariffs as a tool for fair trade and economic leverage. He explores the ripple effects on inflation, wage growth, and manufacturing, and addresses the long-standing import-export imbalance that has disadvantaged American workers.Andrew makes the case for fair trade as a prerequisite for free trade, tackles criticisms from both sides of the political aisle, and shares personal insight from his time working under former Congressman Bill Frenzel—a pioneer in U.S. trade policy. Whether you're new to economic policy or a seasoned political observer, this episode gives you the tariff tutorial you didn't know you needed.

Wage growth continues to rise at above expected levels... the UN issues a grave warning about Gaza... and hopes the fresh spotlight on racism in the AFL could be a watershed moment for the code.

The latest U.S. jobs report was stronger than expected, especially given the generally economic uncertainty often echoed by media reports. While there are a few caveats to the report, the positive tone should not have been too surprising given the recent performance for multifamily. U.S. annual effective rent growth was 0.9% for the latest week, but many markets and submarkets have returned to growth rates of at least 3.0%. Annual wage growth was 3.8% in April, which should help rent growth normalize as supply and demand become balanced in more locations...Explore our webpage for more insights and resources:https://bit.ly/Radix_Website

Is the UK economy teetering on the edge, or are we all just stuck in a cycle of doomscrolling and media hype?In this episode, Anthony and Piers unpack the headlines dominating UK news, from surprisingly strong retail sales and wage growth to rising inflation forecasts and the Chancellor's latest budget. Is this the start of a turnaround, or just a temporary blip before more pain to come?We explore:(01:24) The UK Economy: A Stagnation Debate(04:21) Retail Sales: Signs of Recovery?(07:10) Wage Growth and Consumer Spending(10:11) Comparing UK and US Consumer Behavior(13:50) Inflation Trends and Economic Outlook(21:52) The Impact of the Budget on the Economy(27:15) Final Thoughts: Is the UK on the Brink?Listen now to find out if the UK is heading for stagnation… or finally shaking off the slump. Hosted on Acast. See acast.com/privacy for more information.

The U.S. economy is sending mixed signals as inflation eases to 2.8%, job growth slows, and escalating trade wars shake investor confidence. February's labor report showed weaker-than-expected job gains, while tariffs on steel and aluminum sparked market volatility, driving the Dow Jones down nearly 1%. As the Federal Reserve weighs its next move, mortgage rates are trending downward, offering opportunities for real estate investors. Will inflation continue to cool, or will trade tensions push prices higher? Tune in for a deep dive into how these shifting economic forces could impact your investments. 00:00 Real Estate News Brief 00:26 Inflation Report 01:21 Shelter Costs 01:51 Notable Price Changes 02:06 February Jobs Report 02:37 Unemployment Rate 03:06 Job Growth, Job Losses, and Wage Growth 04:03 Fed Rate Cuts? 04:28 Market Reactions 05:19 Tariffs 05:50 Currency Markets  LINKS JOIN RealWealth® FOR FREE https://realty.realwealth.com/join-now/ SYNDICATIONS: Wild Pine San Antoniohttps://realwealth.com/wildpine FOLLOW OUR PODCASTS Real Wealth Show: Real Estate Investing Podcast https://link.chtbl.com/RWS Real Estate News: Real Estate Investing Podcast: https://link.chtbl.com/REN Sources:  https://www.cnbc.com/2025/03/12/cpi-inflation-report-february-2025.html  https://www.jpmorgan.com/insights/outlook/economic-outlook/jobs-report-february-2025  https://www.wsj.com/livecoverage/cpi-report-today-inflation-stock-market-03-12-2025 

In this compilation episode, Jack Forehand and Matt Zeigler bring you the most valuable insights from our interviews with Bob Elliott, founder of Unlimited Funds and former head of Ray Dalio's research team at Bridgewater.

The latest official data shows a slowdown in the growth of pay packets. 

Economic Insights and Market Movements: A Deep Dive In this episode of Dividend Cafe, recorded on Thursday, January 30th, Brian Szytel discusses the day's positive market movements with the Dow up 168 points, Nasdaq slightly up, and S&P slightly up in percentage terms. He delves into the mixed yet ultimately positive release of fourth-quarter GDP data, highlighting a surge in consumption by 4.2%. Szytel attributes this to increased disposable income and wage growth, along with a decline in savings rate. Additionally, he addresses the Jevons Paradox and its implications for energy efficiency and consumption, using Microsoft's recent experience with AI technology as an example. He concludes with thoughts on the importance of competition and the potential future of AI and natural gas as significant energy sources. 00:00 Introduction and Market Overview 00:21 Economic Data Insights 00:51 Consumer Spending Trends 01:25 Wage Growth and Disposable Income 02:11 The Jevin Paradox Explained 02:45 AI and Market Competition 03:43 Energy and Technological Efficiency 04:32 Conclusion and Final Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Earnings growth has shown modest gains for seven months, according to the Paychex Small Business Employment Watch, but the annualized 3.16% gain hovers right around inflation. Gene Marks explains what this could mean to businesses and employees. Business sale prices are up 25%, including a 17% jump in the service industry. Why? Millennials are buying rather than starting, but mainly many older owners are looking for an exit. Then there are those individuals not buying at all but, instead, are shoplifting out of necessity. What might this mean to a small business in terms of cost. Listen to the podcast.

The Inside Economics team is pleased to welcome Glenn Hubbard, Nonresident Senior Fellow at AEI and former chairman of the President's Council of Economic Advisers, to the podcast.  Dante kicks things off with a summary of this week's "surprising" employment report.  Glenn offers his opinions on the Trump administration's policy proposals and their potential effects on the economy.  The group successfully navigates the statistics game through hints and joint effort.  Click here for the NYT article referenced Guests: Glenn Hubbard, Nonresident Senior Fellow at the American Enterprise Institute and Dante DiAntonio, Senior Director of Economic Research, Moody's AnalyticsHosts: Mark Zandi – Chief Economist, Moody's Analytics, Cris deRitis – Deputy Chief Economist, Moody's Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody's AnalyticsFollow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn  

Zachary Mazlish is an economist at the University of Oxford, and he joins David on Macro Musings to explain some recent and important macroeconomic developments, specifically the inflation linkages to the 2024 presidential election and the macroeconomic implications of transformative AI. David and Zach also discuss transformative AI's impact on asset pricing, optimal monetary policy in world of high growth, the causes of the slowdown in trend productivity, and more.   Transcript for this week's  episode.   Zach's Twitter: @ZMazlish Zach's Substack Zach's website   David Beckworth's Twitter: @DavidBeckworth Follow us on Twitter: @Macro_Musings   Check out our new AI chatbot: the Macro Musebot! Join the new Macro Musings Discord server!   Join the Macro Musings mailing list! Check out our Macro Musings merch!   Related Links:   *Yes, Inflation Made the Median Voter Poorer* by Zachary Mazlish   *Transformative AI, Existential Risk, and Real Interest Rates* by Trevor Chow, Basil Halperin, and Zachary Mazlish   *Decomposing the Great Stagnation: Baumol's Cost Disease vs. “Ideas Are Getting Hard to Find”* by Basil Halperin and Zachary Mazlish   *The Unexpected Compression: Competition at Work in the Low Wage Labor Market* by David Autor, Arin Dube, and Annie McGrew   Timestamps:   (00:00:00) – Intro   (00:04:03) – Inflation Made the Median Voter Poorer: Comparing Periods of Wage Growth   (00:15:26) – Inflation Made the Median Voter Poorer: The Median Change in the Wage   (00:22:19) – Assessing the Feedback to Zachary's Article   (00:25:05) – The Significance of Transformative AI and its Double-Edged Sword   (00:27:02) – The Impact of Transformative AI on Asset Pricing and its Policy Challenges   (00:38:07) – The Broader Macroeconomic Effects of Rapid Growth   (00:41:05) – Optimal Monetary Policy in a World of High Growth   (00:43:19) – Exploring the Causes of the Productivity Slowdown   (00:49:21) – Outro

Noah Yosif and Jordan Shapiro break down the U.S. job market. Jordan points out that high-skill jobs are seeing growth, while sectors like hospitality are shrinking. He expects wage growth to cool as the job market continues to normalize. Noah talks about slowing job churn, but says the balance of risk is “still tilted towards the labor market.” ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

In this episode of the Tudor Dixon Podcast, Tudor Dixon, Kyle Olson, and Sara Broadwater discuss Kamala Harris's efforts to connect with Black men through her "opportunity agenda," which includes financial incentives for Black entrepreneurs. They critique the legality and effectiveness of these policies, suggesting they may be more about political strategy than genuine concern. The conversation also covers the impact of immigration on job markets, the auto industry's challenges in Michigan, and the role of social media in shaping political discourse. The Tudor Dixon Podcast is part of the Clay Travis & Buck Sexton Podcast Network. For more visit TudorDixonPodcast.comSee omnystudio.com/listener for privacy information.

Is the bull market's two-year run a sign of stability or the start of a shake-up?In this week's episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, dig into what's driving market strength and what's ahead. With GDP growth, profit gains, and 254,000 new jobs added, they break down what these trends mean for investors navigating today's landscape.They also explore the economic fallout from recent hurricanes in Florida and share how you can help recovery efforts. Inflation and CPI data are key—hear how these might shape Fed decisions and your market strategy.Curious about election impacts? This market may keep defying pessimistic predictions, setting up a deeper dive in the next episode.Key Highlights:Bull Market Resilience: Insights into the economic factors driving the two-year bull run and its future outlookEmployment Data & Economic Strength: A breakdown of recent job growth and wage gains that support market stabilityInflation & Federal Reserve Policies: Analysis of inflation's impact on Fed rate cuts and why CPI data mattersHistorical Market Trends: Examination of past market behaviors and their implications for the current bull runHurricane Impact: Discussion of economic fallout and ways to support hurricane-affected communitiesAnd much more!Resources:Any questions about the show? Send it to us! We'd love to hear from you! factsvsfeelings@carsongroup.com Connect with Ryan Detrick: LinkedIn: Ryan DetrickX: Ryan DetrickConnect with Sonu Varghese: LinkedIn: Sonu VargheseX: Sonu Varghese

A ceasefire in Gaza appears less likely following additional demands by Hamas and the shelling of Israeli troops in Israel. Wage growth in April was its lowest since June 2021, which should mean less inflation. However, the Cleveland Federal Reserve predicts the upcoming headline April CPI inflation reading will be a disappointingly high 3.5% year/year, the same as March. The Yen fell 5% in April, then bounced 5% since then. There's been no event, so the best we can say is as long as people can borrow at 1% in Yen and invest at 6% in US Dollars, the currency will go down. But a Big Mac in Japan is 12% cheaper than a Big Mac in China, while Japanese incomes are 6x higher than Chinese ones. It's not possible for a developed market to have emerging market prices forever.This episode is presented by Mark Matthews, Head of Research Asia at Julius Baer.