In the final episode of this podcast, Jim takes a look back at 50 years of economic...
11:16
The economic state of U.S. higher education
Jim sits down with Kerry Jessani, Head of Healthcare, Higher Education and Nonprofit Banking for...
16:41
Three cheers for fiscal activism
A sluggish recovery from economic crises worsens outcomes for the government, disrupts people’s...
08:59
CPI: The newest news that isn’t
Though it’s generating buzz, the May CPI report reflects the same patterns we’ve seen for months:...
06:01
Reconciling contradictory stories about inflation
In the big picture, there are no signs the economy is overheated. But the evidence plain to see...
07:22
Monetary conditions versus financial conditions
Among a shifting market landscape, the interplay between monetary and financial conditions can be...
08:22
Keep sight of the fundamentals
Stock market valuations have been high by historic norms, but is the standard way of valuing the...
08:18
Today’s Federal Reserve has a few tools at its disposal it didn’t have during the inflationary...
08:32
Inflation and a more sober outlook on 2022
Despite the talk of inflation, bond investors still seem to agree with the Fed’s initial instinct...
08:55
No easy fix to our inflation conundrum
The Fed worked hard to prop up the economy during the pandemic. There’s no reason to assume its...
10:19
Many of us remember the price shocks of the 1970s, but there are not many parallels with that era...
09:05
The excess demand narrative doesn’t fit the facts
There’s a widespread notion that the current spike in prices signals an overheated economy. But...
09:49
An ode to the Fed’s 2% inflation target
The Fed’s activity now is a hallmark of its modern approach: Set investors’ expectations for...
10:07
Job growth is approaching a demographic cliff
Employment has grown by 887,000 monthly on average since April 2020 as the economy got back on...
10:03
Sticker shock: What will come of it?
Will the Fed’s game plan pull the rug from under the recovery? The roller-coaster ride over the...
09:28
A favorable forecast, no matter the chatter
The Fed said last week it expects growth to settle down to a trend-like pace and that...
07:22
Sticker shock: What will come of it?
Will the recent spike in gas prices and other commodities set back the post-pandemic economic...
08:58
Seasonal adjustments confused by two years of pandemic
The economic numbers we talk about are seasonally adjusted, smoothing out the natural ups and...
07:36
Energy turmoil ahead: How will it affect the recovery?
The current geopolitical crisis will slow growth by a couple percentage points. But the drag...
10:19
Who’s on first: Wages, prices, productivity or margins?
Concerns that rising labor costs could be inflationary are misplaced because wages move in...
09:56
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