Simply Economics
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 87:48:24
- Mas informaciones
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Sinopsis
A weekly economic recap of U.S. market activity and events.
Episodios
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UP 122: Brexit Chaos, US Job Expansion, Canada Rate-Hike Question
10/07/2018 Duración: 15minOur panel updates building risks in the Brexit drama, the inflow of new workers in the US job market, and the choices the Bank of Canada faces in their coming meeting.
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UP 121: Early Effects of Tariffs and Trade Wars
03/07/2018 Duración: 13minTrade worries are beginning to affect export-driven economies in Europe while ongoing effects of import tariffs are boosting U.S. orders, inventories and especially backlogs for steel and aluminum.
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UP 120: Central Banks and Trade Wars
27/06/2018 Duración: 15minTariffs already appear to be an issue for China's central bank while the issue has yet to be a focus for the Federal Reserve. In Europe, central banks have been cautious and may prove more hawkish than accommodative.
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UP 119: ECB Taper, Swiss Flows, US Housing Update
20/06/2018 Duración: 16minAn end to quantitative easing doesn't mean the European Central Bank is turning hawkish. Also discussed is the Swiss National Bank and its fight to lift inflation and limit currency appreciation as well as the play between weakness and strength in the U.S. housing market.
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118: ECB May Act, Fed Will Act, BOJ Not Likely to Act
12/06/2018 Duración: 14minWinding down of stimulus, despite weak Eurozone growth, is a possible outcome for this week's ECB meeting while a rate hike, given scarcity in the U.S. labor market, appears a certainty for the Federal Reserve.
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UP 117: Tariffs and the Risk to Global Demand
05/06/2018 Duración: 10minU.S. tariffs and retaliatory tariffs are posing new questions for the global outlook with their initial economic impact beginning to unfold. Risks from Italy and from a tightening U.S. labor market are also discussed.
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UP 116: Confidence in U.S. Jobs, Uncertainty over Italy
29/05/2018 Duración: 15minStrength without inflation is once again the call for Friday's U.S. employment report while the forecast for Italy, and by direct extension the euro, is rising uncertainty.
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UP 115: Weddings, Tariffs and Other Special Factors
22/05/2018 Duración: 14minThe Royal Wedding was definitely big and enough to give a boost to UK GDP, while in the US it's manufacturing, not the consumer, that's the economic driver.
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UP 114: US Consumers, Chinese Output, UK Rates
15/05/2018 Duración: 11minConsumer spending in the US got off to a decent second-quarter start as did the Chinese industrial sector, in contrast to the UK where weaker growth is raising questions over Bank of England policy.
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UP 113: Slowing or Rising?: Inflation in Europe and the US
08/05/2018 Duración: 13minLow growth and low inflation raise new doubts over the end of quantitative easing in Europe and rate hikes in the UK, while in the U.S. the focus is shifting to the risk of higher inflation. We also update the latest on Chinese economic data and trade talks.
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UP 112: Shifts in the Global Outlook
01/05/2018 Duración: 12minSlowing growth is the theme in Europe but less so in the U.S. where inflation is making a sudden appearance. For Japan, however, steady is the theme.
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UP 111: First-quarter GDP Data Set To Unroll
25/04/2018 Duración: 12minGDP forecasts for first-quarter growth in the Eurozone and U.S. are subdued while in Japan, the struggle to boost inflation continues.
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UP 110: Europe Slowing, China on Track, US Uncertain
17/04/2018 Duración: 12minData out of Europe have been disappointing with China steady and very predictable. In the U.S., tariff effects are beginning to appear.
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UP 109: Factory Updates for the US and Europe are Mixed
10/04/2018 Duración: 16minHints of capacity stress and price pressures are appearing in US factory data but only hints, while factory production may actually be holding back growth in Europe.
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UP 108: Signs of slowing in Europe, signs of strength in US
03/04/2018 Duración: 13minGerman retail sales have fallen for three straight months while indications on Europe factory sector are slowing visibly, a contrast to the U.S. where vehicle sales may be rebounding and factory indications are on the rise and pointing to capacity stress. Also discussed is the latest out of Australia where faster growth is the risk.
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UP 107: Central Banks Expanding Mandates, Seeking Flexibility
27/03/2018 Duración: 14minThe Reserve Bank of New Zealand, in addition to targeting inflation, is adding the goal of maximizing employment and is the latest central bank to add new mandates to increase flexibility.
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UP 106: Central Bank Updates: From China to Europe to the US
20/03/2018 Duración: 13minA new chief is the focus for China's central bank while inflation is the question for both the European Central Bank and the Bank of England. And it is definitely inflation, its risk or its absence, that the results of tomorrow's FOMC will turn on.
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UP 105: European Growth, US Inflation
13/03/2018 Duración: 14minGrowth lopsided to exports may be pointing to the risk of imbalances for Europe while inflation, or the lack of it in February at least, is the focus in the U.S.
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UP 104: ECB and BoJ prospects
06/03/2018 Duración: 11minWith the Italian election results along with agreement on a German government the focus is now on the ECB announcement. In Japan, leadership and when the BoJ might begin to consider unwinding its ultra-loose policy have the attention of bank watchers.
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UP 103: Powell Stresses Strength, Elections in Europe, Weakness in Asia
28/02/2018 Duración: 12minJerome Powell's debut has increased the odds for four rate hikes this year, while weekend elections and disappointing data pose new questions for Europe and Asia.