Trump Threatens to Fire Fed Chairman
The episode examines President Donald Trump's threat to fire Federal Reserve Chair Jerome Powell unless he steps down within a month, highlighting the political pressure on monetary policy and the potential fallout of such interference. Economist Claudia Ray‑Sarm explains why keeping interest‑rate decisions insulated from politics is crucial, noting the risk of higher inflation and financial instability. The discussion also touches on the upcoming nomination of Kevin Warsh as Powell’s successor, the broader U.S.‑UK tensions over the Iran conflict, and the impact of recent antitrust rulings against Live Nation/Ticketmaster on investors.
U.S. Spring Home Selling Season Is Off to a Rough Start
The episode covers three main stories: the U.S. blockade of the Strait of Hormuz and its impact on global oil markets, a disappointing start to the U.S. spring home‑selling season with existing‑home sales falling 3.6% in March, and Goldman Sachs...
The “Ceasefire” Won’t Save The Economy — with Mark Zandi
In this episode of Prof G Markets, chief economist Mark Zandi discusses the economic fallout from the recent U.S.-Iran ceasefire, focusing on the $2 million per‑ship toll Iran plans to impose on the Strait of Hormuz. Zandi explains how the ceasefire...
U.S Consumer Spending Meets Caution
Morgan Stanley strategist Michelle Weaver discusses the mixed signals in U.S. consumer spending, noting that while overall spending remains positive, consumer confidence is slipping. Her AlphaWise survey shows a net spending outlook of +18% but a net confidence outlook of...
After Ceasefire Rally, Focus Turns to Inflation
The Schwab Market Update highlighted how a temporary ceasefire in the Middle East is shifting market focus back to inflation and economic data, while noting that shipping disruptions and fragile peace keep risks alive. Key data points include the upcoming...
What Keeps Big Bank CEOs up at Night
In this episode, David Brancaccio breaks down Jamie Dimon's latest shareholder letter, highlighting the CEO’s concerns about persistent inflation, rising government debt, tariffs, and geopolitical tensions that could tighten credit conditions. Experts Ari Schwader and Pavlina Czerneva explain how these...
March Jobs Report: Healthy Labor Market, Slower Supply, More Volatility
In the March employment report, the U.S. added 178,000 jobs—well above expectations—driven by rebounds in construction, leisure, hospitality, and a resolution of a health‑care strike that had hurt February’s numbers. Chief U.S. Economist Michael Ferole highlighted that the unemployment rate...
Curb Your (Job Market) Enthusiasm
In this Inside Economics episode, Mark Zandi and co‑hosts Marissa Di Natale and Chris Dorides dissect the March 2026 jobs report, highlighting a volatile payroll picture—178,000 jobs added after a revised February loss of 133,000—and a modest three‑month average gain...
Monday - March 30, 2026
The Dividend Cafe episode dissected the recent market turbulence, highlighting a volatile day where the Dow barely rose while the S&P and Nasdaq fell, and noting the outsized losses in high‑valuation tech and AI stocks like NVIDIA and Palantir. Host...
Weighing Recession Probabilities
In this Inside Economics episode, Mark Zandi and co‑hosts discuss the rising probability of a U.S. recession amid the Iran‑Israel conflict, higher oil prices, and tightening financial conditions. Using a random‑forest model that aggregates dozens of leading indicators—especially labor market...
How Do We Fix America’s Tax Problem? — with Senator Cory Booker
In this episode Senator Cory Booker discusses the "Keep Your Pay Act," which proposes making the first $75,000 of household income tax‑free while funding the loss by tightening loopholes for the ultra‑wealthy, raising the top marginal rate, and increasing the...
Why Fed Rate Cuts Could Be Pushed Back
In this episode, Morgan Stanley’s chief U.S. economist Michael Gapin and macro strategist Matthew Hornbach dissect the March FOMC meeting, noting the Fed’s decision to hold rates and retain an easing bias while pushing expected rate cuts from June/September to...
WATCH: The Next Inflation Wave Is Already Here
In this episode the hosts drift from light‑hearted banter about coffee‑infused drinks, relationship quirks, and upcoming birthday celebrations to a brief segue into the looming "next inflation wave" and its potential impact on everyday expenses. They share personal anecdotes about...
‘March Madness’ for Markets Too
In this brief episode, Andrew Sheets draws a parallel between March Madness basketball and the sudden shift in market narratives caused by the Iran conflict and a potential oil shock. He outlines how, after a period of strong economic signals—low...
WATCH: The 35% Recession Warning Markets Are Ignoring — with Ed Yardeni
In this episode, host Scott Yalloway recounts his surreal experience at the Vanity Fair Oscars after‑party before diving into a focused interview with Ed Yardeni, president of Yardeni Research. Yardeni explains why his team raised the probability of a U.S....
