While inflation has eased in recent months, rent costs are still running above pre-pandemic norms. What’s driving the strength in rental markets, and what are the implications for inflation going forward? Join Phoebe White, Head of U.S. Inflation Strategy, and Anthony Paolone, Co-Head of U.S. Real Estate Stock Research, as they explore the latest rent inflat ... Show More
Yesterday
What’s the outlook for credit financing in 2026?
How are investors navigating tighter credit spreads and a surge in loan trading activity? In this episode, Brian LaRocca, head of Vida Portfolio Solutions (Americas), and Lou Cerrotta, head of Liquid Credit Financing, unpack the latest trends in loan and bond total return swaps ( ... Show More
11m 40s
Jan 9
December Jobs Report: Will the US economy remain in a “low-hire, low-fire” mode?
Non-farm payrolls increased by just 50,000 in December while the unemployment rate dipped to 4.4%, reinforcing the “low-hire, low-fire” theme of the past few months. Does this point to a Fed pause at the January meeting? And how are consumers holding up against this backdrop? Joi ... Show More
10m 27s
Jul 2025
How does inflation impact asset prices?
Inflation is everywhere—in the headlines, in central bank decisions, and in the market moves that follow. In this episode, we break down what inflation really is, how it’s measured, and why it matters so much to central banks, investors, and asset prices. From CPI and PCE to core ... Show More
10m 15s
May 2023
Inflation Will Fall, Just Not the Way You Think
Inflation will eventually come down, but not rapidly or in the way it would have in previous years. So says Sharon Bell, managing director and senior European equity strategist at Goldman Sachs. She tells Merryn Somerset Webb on this week’s Merryn Talks Money that the reason for ... Show More
43m 21s
Sep 2024
Will the Fed go big? Gold hits new records amid rate cut speculation
<p>Markets are abuzz with speculation that the Federal Reserve may deliver a larger-than-expected 50 basis-point rate cut next week. As a result, yields have tumbled, and gold prices have surged to new record highs. Meanwhile, equity markets continue their winning streak, with th ... Show More
11m 43s
Jul 2022
Is Inflation Cresting? Adam Ozimek Shares Why He's Hopeful
<p>Adam Ozimek, Chief Economist at Innovate Economy, explains why he's hopeful inflation has crested, why it's stuck around longer than economists expected, and why he believes we'll see inflation come down in the coming months and back down to normal over the next year.</p><br>< ... Show More
9m 43s
May 2025
Stephen Miran Talks Tariffs, Inflation
The White House's chief economist, Stephen Miran, believes that tariff increases will not have a lasting impact on US inflation, citing the limited effect of imports on the economy. “Imports are only 14% of the economy — the ability of those types of things to move the needle on ... Show More
7m 9s