July 10, 2026
Economist Ethan Harris decodes new Fed Chair Warsh as a 'dove in hawk's clothing,' betting on an AI productivity boom to curb stubborn inflation.
July 2, 2026
June's weak jobs report (57k) and a major payroll/household survey divergence signal rising labor market slack and slowing underlying growth.
June 26, 2026
This episode unpacks a stagflation-esque US economy, the rapid drop in oil prices post-Iran war, and frothy global equity markets.
June 18, 2026
New Fed Chair holds rates but signals tightening. Analysts worry about a hawkish swing & a dramatic rollback of Fed transparency.
June 12, 2026
Inflation is sticky, but are AI stocks a bubble? Strategist Jim Labenthal discusses valuations, concentration risk, and long-term investing.
June 5, 2026
Economists are dazed and confused by May's surprisingly strong jobs report, attributing the surge to seasonal quirks and specific sector strength.
May 29, 2026
US economy shows stagflation signs. GDP growth slows to 1.6%, consumer spending weakens, while inflation (PCE) remains stubbornly high at 3.8%.
May 22, 2026
A tale of two economies: A euphoric, AI-driven stock market clashes with record-low consumer sentiment, creating significant recession risk.
May 19, 2026
Economist Samim Gamami on Treasury market fragility, AI's upward pressure on rates, and the opaque but growing risks in private credit.
May 15, 2026
Fed independence is at a crossroads. Experts discuss AI-driven inflation, a potential stock bubble, and the growing risks to the global economy.
May 12, 2026
CPI report shows persistent inflation driven by energy costs. With tax cut benefits fading and no policy fixes, the economy faces a tough test.
May 8, 2026
The April jobs report reveals a soft but stable labor market. Positive payrolls are clouded by falling participation and stagnant real income.
May 1, 2026
Anthropic's Head of Economics discusses AI's potential to supercharge productivity, its real-world use cases, and nascent labor market shifts.
April 24, 2026
This episode covers Kevin Warsh's potential Fed changes, the Iran conflict's impact on oil prices, and debates on industrial policy.
April 17, 2026
The U.S. economy shows a stark divide: record stock market highs clash with record-low consumer sentiment, with businesses cautiously navigating.
April 10, 2026
Inflation persists from war, tariffs, & AI. Economists discuss rising recession risks & the Fed's next move amid sticky consumer prices.
April 3, 2026
Beneath a strong jobs report headline, data reveals weakness. A new recession indicator is flashing red, signaling a potential downturn.
March 31, 2026
CRE experts dissect the market's paradox: record price correlation due to rates, yet unprecedented dispersion from structural and cyclical shifts.
March 27, 2026
Moody's economists assess rising recession risk, with probabilities now at 40-48% due to geopolitical conflict, oil prices, and a weak labor market.
March 20, 2026
Markets are flashing red as rising oil prices from the Middle East conflict elevate recession risks, with the Fed unable to offer a safety net.
March 19, 2026
Scott Galloway discusses market resilience to geopolitical shocks, challenges AI hype, and warns of a crisis among young men due to policy failures.
March 13, 2026
The U.S. faces stagflationary risks as GDP growth slows, inflation holds at 3%, and the Iran conflict pushes oil over $100 a barrel.
March 6, 2026
A weak jobs report showing zero underlying growth collides with a Middle East crisis pushing oil to $90, threatening a stagflationary shock.
February 27, 2026
Economists debate AI's macroeconomic impact. Will it be a productivity boon or a job-destroying upheaval? The timeline is critical and risks loom.
February 20, 2026
Top economists analyze a key tariff ruling, a 'good but vulnerable' economy, persistent housing woes, and AI's uncertain, 'dangerous friend' status.
February 13, 2026
January's jobs report masks underlying weakness with major downward revisions, while true inflation remains closer to 3% than 2% due to policy.
February 2, 2026
An in-depth analysis of Kevin Warsh's nomination for Fed Chair, exploring his hawkish views, stance on QE, and the future of Fed independence.
January 23, 2026
Experts discuss US economic data, global crises in Greenland & Venezuela, and the 'London Consensus'—a new policy framework for our populist era.
January 16, 2026
China's economy is weaker than its official data suggests. Expert Logan Wright details the property collapse, credit bubble, and overstated GDP.
January 9, 2026
Weak jobs report signals a stalling market. Experts debate the Fed's next moves, rate cuts, and the future of its independence under new leadership.
January 2, 2026
Economists forecast 2026 growth near potential, driven by fiscal stimulus and AI, but debate risks of inflation, job loss, and deglobalization.
December 23, 2025
Strong Q3 GDP masks regional divides & slowing confidence. A deep dive into Utah's economic resilience & the challenges ahead for the US economy.
December 19, 2025
November's CPI data is deemed unreliable due to shutdown distortions. Plus, a deep dive into the housing market's demand, supply, and prices.
December 16, 2025
Economists analyze the weak November jobs report, finding flat job growth, rising unemployment (4.6%), and a heightened 40-45% recession risk.
December 12, 2025
Was the Fed's recent meeting dovish or hawkish? The team debates mixed signals from rate cuts, job loss warnings, and a record stock market.
December 11, 2025
We've entered a new geopolitical era echoing the pre-WWI period, marked by great power competition and economic conflict. What does it mean?
December 9, 2025
PGIM's Dalip Singh warns we've returned to an 'old normal' of geopolitical rivalry, creating fat-tailed risks for investors and the global economy.
December 5, 2025
The US economy is softening, with stalled job growth and weak consumer spending fueling widespread affordability concerns and record-low sentiment.
November 26, 2025
Economic data signals a weakening consumer amid stagflation fears. With confidence plummeting and the job market softening, expect a muted holiday.
November 21, 2025
Economist Alan Blinder discusses the AI bubble, a fragile US job market, and the grave, underappreciated threat to Fed independence.
November 15, 2025
Shutdown's modest macro impact, mangled economic data, and a policy pivot to affordability. Experts weigh in on housing, energy, and tariffs.
November 7, 2025
Inside Economics analyzes a flatlining labor market with near-zero job growth, assessing risks from the record-long government shutdown.
October 31, 2025
Economists debate a fragile job market, AI's impact, and the Fed's hawkish rate cut, plus a deep dive into the severe economic risk of hurricanes.
October 24, 2025
Economist Claudia Sahm dissects the latest CPI, navigates the government data shutdown, and forecasts a 'muddling through' economy, not a recession.
October 17, 2025
Economists analyze the Sept. CPI, forecast inflation nearing 4%, discuss subprime auto stress, and weigh prolonged government shutdown risks.
October 10, 2025
The US government shutdown is likely to be prolonged, with nonlinear economic risks. In the data vacuum, private indicators show near-zero job growth.
October 3, 2025
With the BLS report on hold, Revealio Labs' data shows a stalling labor market, adding just 60K jobs and highlighting growing reliance on private data.
September 29, 2025
Mastercard's Chief Economist debates the US economy's resilience, citing strong consumer spending against recession fears from a slowing labor market.
September 22, 2025
Guest Heather Long discusses the K-shaped economy, where the top 20% thrive while the middle class faces a turbulent financial squeeze.
September 17, 2025
Economists discuss the Fed's expected rate cut, a capital gains tax proposal to unlock housing, and the K-shaped economy's spending disparity.
