In this follow-up to our episode on inflation, we zoom in on one of the most underrated yet powerful forces shaping monetary policy and market moves: inflation expectations.
What do people think prices will do in the future? Those expectations can actually fuel real inflation through wage demands, spending behavior, and corporate pricing decisions. In this e ... Show More
Aug 6
Oil at critical support amid geopolitical, trade developments
Mixed PMI data, sticky inflation, and a reality check for Federal Reserve (Fed) rate cut hopes are on the menu of today’s episode. Slower US service activity and hotter-than-expected price pressures have markets rethinking (but just a little) about a September rate cut, sending 2 ... Show More
11m 45s
Jul 2022
Is Inflation Cresting? Adam Ozimek Shares Why He's Hopeful
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.
This interv ... Show More
9m 43s
Aug 2024
More US stocks rose than fell, even as Nvidia dropped
Nvidia did not meet lofty earnings expectations and its stock fell 6%, while revised Q2 US GDP figures beat expectations at 3%, meaning more stocks rose than fell on the S&P 500. US Treasury yields rose on the better economic data, although Treasuries are on track for a fourth mo ... Show More
14m 12s