Episodes
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When it comes to the job market, love the one you're with
Productivity is rising because output is strong while aggregate hours worked are slowing, but workers are not yet receiving the full benefit through higher wages.
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Why raise money in euros?
The labor market is characterized by weak hiring, limited wage pressure and rising anxiety because workers have fewer alternatives if they are fired.
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Spooked investors sink Big Tech stocks
The Fed’s proposed reduction in rate decisions is intended to create more time for strategic discussion and additional economic data, but it could also make the central bank slower to respond when the economy changes quickly.
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GDP growth comes at expense of consumer savings
The U.S. economy grew at a 3.4% annualized rate in the third quarter, but September real consumer spending was flat and the savings rate fell to 3.8% from about 5% a year earlier.
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Fed holds rates, but a future hike is pretty inevitable
The Fed kept its target federal-funds rate at roughly 3.75% to 4%, but the host argued that short-term rates are still likely to move higher as the central bank addresses elevated inflation.
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Lower those expectations
Core durable-goods orders excluding defense and aircraft rose 0.5% in September and have increased in 10 of the past 12 months; machinery orders were up more than 16% year over year, showing that the strength extends beyond AI-related equipment.
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What's in AI's next chapter?
Anthropic’s S-1 says it plans to trade under the ticker ANT roughly a week before Thanksgiving, while earlier reporting places its possible fundraising target near $100 billion and its valuation around $1.5 trillion to $2 trillion.
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Your 401(k) is probably invested in AI
The Federal Reserve must weigh inflationary and deflationary risks at once because higher oil prices can raise inflation initially but eventually weaken consumption and the wider economy.
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High risk, high rates — where's the reward?
The U.S. housing market could see a boost from Vantage Score 4.0, which uses more comprehensive data to assess creditworthiness and is now accepted by major government-sponsored enterprises.
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Small town economics clash with Big Tech agendas
Growth in the economy is often messy and cannot be fully captured by simple equations.
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The loan demand balancing act
Regional banks are reporting steady loan demand, but further interest rate hikes could make banks more selective, potentially tightening credit availability.
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Consumer credit creep
The Federal Reserve's interest rate decision will be heavily influenced by inflation data, but its focus remains on balancing inflation control with the goal of maximum employment.
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A view of AI, from Mumbai
Recent inflation data indicates that the Federal Reserve faces a broadening inflation problem, extending beyond energy and war-related issues to include service sector inflation.
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Where producer prices go, consumer prices are likely follow
The recent jump in the producer price index suggests that consumer inflation may increase in the coming months.
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Energyflation? More like everything-flation
Energy prices are the biggest driver of current inflation but are not the only factor, with services inflation remaining a concern.
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Less coverage, more profit
Banks like JP Morgan Chase provide insights into the economy through their profit and loss reports, but they are not definitive indicators of overall economic health.
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In India, a demographic golden age dawns
High inflation today is driven not only by energy and food prices but also by underlying factors such as demand for technology products and rising tariffs.
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Surprise, you've got medical bills!
A quiet economic week can still reveal underlying issues like limited job opportunities and sector-specific growth.
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Don't move a muscle!
The U.S. labor market currently exhibits a 'stagnation situation,' with very low layoffs and minimal hiring, driven by sectoral shifts and economic uncertainty.
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How's the stock market doing, minus AI?
The stock market's recent record highs are heavily driven by a small number of tech and AI companies, with over 95% of the S&P 500 not reaching new highs.
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