Jan 23

53 - Will the U.S. Housing Market Emerge from the Doldrums?

2025 was another tough year for the US housing market, even as activity showed signs of stirring toward year-end. Join BMO Senior Economist Sal Guatieri as he discusses the outlook for 2026 in the wake of affordability, supply and population growth challenges, wide regional marke ... Show More

8m 34s

Dec 16

52 - Can the U.S. Economy Outperform Again in 2026?

Amid a turbulent year of tariffs, AI-related spending, and a government shutdown, the resilience of the U.S. economy has surprised many. However, rising unemployment and stubborn inflation may be ominous signs for the new year. BMO's U.S. Chief Economist Scott Anderson joins Seni ... Show More

22m 19s

Oct 2025

51 - Will Tariffs and Trade Talks Derail an Improving North American Economic Outlook?

Amid rising trade tensions and the upcoming USMCA renegotiation, what’s next for the U.S. and Canadian economies? BMO Chief Economist Douglas Porter and Directors/Senior Economists Aaron Goertzen and Sal Guatieri explore potential scenarios for US-Canada trade relations, their ec ... Show More

20m 22s

Jun 2025

Markets Brace for Tariffs and Look to AI for Relief

Jeremy Siegel, Wharton Emeritus Professor of Finance and Senior Economist at WisdomTree, discusses how markets are reacting to global instability, the possibility of renewed tariffs, and the Federal Reserve’s stance on interest rates, while highlighting how artificial intelligenc ... Show More

9m 44s

Apr 2025

Will tariffs lead to a recession?

The Trump administration’s tariff moves are turning US trade policy on its head — and fueling concerns about the US economic outlook. So will tariffs send the US into a recession? And, if so, what might that recession look like? Economist and Nobel Laureate Paul Krugman, Goldman ... Show More

25m 40s

May 2022

Is the U.S. Headed for a Recession? Wharton Finance Professor Weighs In

Wharton Finance Professor Itay Goldstein talks about the state of the economy and whether the U.S. economy is headed for a recession. <hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https:// ... Show More

10m 8s

Sep 2024

CIBC's Benjamin Tal: Rates, Recession Risk, Real Estate

Both the Federal Reserve and Bank of Canada have kicked off interest rate-cutting cycles. Both the U.S. and Canadian economies are facing questions about recession risk. And both U.S. and Canadian investors are wondering what’s next for stocks, real estate, currencies, and commod ... Show More

17m 35s

Oct 2024

A Look Ahead: What's Next for the US Economy After the Presidential Election?

Chief Investment Strategist for North America at Russell Investments, Paul Eitelman, joins the show to discuss his thoughts on the US economy and markets, whether a soft landing is possible, and how the markets will react to the presidential election.<hr><p style='color:grey; fon ... Show More

17m 45s

Nov 2023

Could a Housing Recession Take Down the U.S. Economy?

One year ago, it was a matter of conventional wisdom among experts that the U.S. was on the brink of a recession. They were wrong. The latest GDP report showed America’s real output growing at a 4.9 percent annualized rate. That's huge. But just as we zagged a year ago, when we c ... Show More

37m 1s

Sep 2022

Closing Bell: Stocks Sell Off & Fed Up 9/21/22

The market sinking after the Federal Reserve raised interest rates by 75 basis points and forecast more hikes in the future to fight inflation. Former National Economic Council Dirctor Gary Cohn weighs in on whether a recession is now more likely than a soft landing. Jefferies Ch ... Show More

36m 35s

Jun 2024

Are we getting inflation right? With Neel Kashkari

<p>Today on the show Soumaya Keynes talks about macroeconomic mistakes and the interest rate outlook with Neel Kashkari, president of the Federal Reserve Bank of Minneapolis. FT economics commentator Chris Giles joins them to discuss what the Fed got right and wrong abo ... Show More

25m 57s

Apr 2025

Should we be optimistic about the US economy? With Michael Strain

Almost a month since ‘liberation day’, the potential impacts of President Donald Trump’s tariff regime are starting to sink in. US hard data isn’t yet showing much negative impact from changes to US trade policy – but economists are gloomy on US growth prospects. The IMF last wee ... Show More

31m 2s

Aug 2024

Instant Reaction: Will the Fed Cut Quicker After This Selloff?

Global stock markets tumbled as concerns about a US economic slowdown intensified. Traders ramped up bets that the Federal Reserve will step in with an emergency interest rate cut. For instant reaction to this selloff, and how Fed officials will respond, Bloomberg's Nathan Hager ... Show More

6m 6s

54 - Can the Canadian Housing Market Sha...