Still Have Inflation Concerns? Spending Data May Offer Insight
This week, we’re getting data from the Federal Reserve's favored measure of inflation, the personal consumption expenditures report, or PCE. While surprisingly strong consumer spending has helped boos...
17 Dec 202318min
How The Fed Is Moving the Markets Beyond Interest Rate Hikes
This week, we’re getting the fourth-quarter earnings from Photoshop creator, Adobe. The company’s announcement in October of new AI tools and services led to a five-percent jump in its stock, solidify...
10 Dec 202318min
What the Jobs Report and Consumer Spending Tell Us About the Economy
This week, we’re turning our attention to the jobs report. The Labor Department is expected to release their monthly jobs report this Friday. The report is arriving at a crucial time as recession conc...
3 Dec 202322min
What Third-Quarter Earnings Tell Us About What’s Next for Markets
About 95% of companies in the S&P 500 have reported third-quarter earnings. So this week, we’re having a roundtable conversation to discuss what we learned from the latest quarter and what the earning...
26 Nov 202315min
Why Consumers Are Buying Flights Instead of Gifts This Holiday Season
This week is Black Friday, which means it’s the unofficial kickoff of the holiday shopping season. The big question many economists want to know is will consumer spending be strong? WSJ retail reporte...
19 Nov 202318min
Taking the Measure of Consumer Spending at Home Depot
This week, we're grabbing our toolboxes and heading to Home Depot. The home improvement retailer is expected to report earnings on Tuesday. Jinjoo Lee, who covers big retailers for The Wall Street Jou...
12 Nov 202315min
Why Mohamed El-Erian Is Worried About a 2024 Recession
Mohamed El-Erian is one of the world’s most respected economists and he has growing concerns about a recession in 2024. El-Erian previously served as the chief executive and chief investment officer a...
8 Nov 202322min
Snap, Crackle, Drop. What Kellogg's Split Says About the Snack Business.
This week, we’re turning our attention to breakfast cereals and snacks. Kellogg, the company responsible for cereals like Frosted Flakes and snacks like Pringles, in early October split into two compa...
5 Nov 202317min
