Nationwide Market Insights
Podcast by Nationwide Economics
Episodes
September 20, 2023 • 20 mins
The FOMC held rates steady at its September meeting but kept a tightening bias for the remainder of the year. The Fed also signaled that monetary policy could remain restrictive well into 2024 and maybe even into 2025. Nationwide's Chief Economist Kathy Bostjancic and Senior Economist Ben Ayers discuss the Fed's economic outlook and the possibility of a soft landing. [NFM - 22911AO]
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September 13, 2023 • 21 mins
Nationwide's Chief Economist Kathy Bostjancic and Senior Economist Ben Ayers provide their analysis of August's CPI data and discuss when the Fed may finally get inflation under control. [NFM - 22911AO]
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September 5, 2023 • 17 mins
Congress returns to Capitol Hill this month from summer recess. What do they hope to accomplish before the end of the year? What impact could the 2024 election have? What support could Congress provide in response to recent national disasters and a potential economic downturn? Nationwide's Senior Economist, Ben Ayers, and Senior Director of Governmental Relations, Carson Lewis, share their outlook on governmental action and the pot...
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August 28, 2023 • 22 mins
Fed Chair Jerome Powell was the keynote speaker at this year's economic symposium in Jackson Hole, Wyoming. His speech included remarks on inflation, interest rates, and the overall economy. What did we learn from his comments and how could it change our economic outlook? How did the markets react to his comments? Did Powell provide any hints about additional rate hikes? Hear a recap of the Jackson Hole Economic Symposium from Mark...
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August 22, 2023 • 17 mins
With a tight labor market and wages on the rise, the current expansion rolls on. Are certain states performing better than others? If so, what's driving some states to have more employment opportunities than others? And how well could those states perform if a recession starts? Nationwide's Senior Economist Ben Ayers and Economist Daniel Vielhaber provide insight and analysis of regional employment trends in the U.S. [NFM - 22911AO...
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August 17, 2023 • 19 mins
How are back-to-school costs shaping up this year and how does this fit within the broader spending narrative for consumers? Nationwide's Chief Economist Kathy Bostjancic and Senior Economist Ben Ayers provide their outlook for back-to-school spending and the overall state of the consumer. [NFM - 22911AO]
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August 10, 2023 • 18 mins
How does July's CPI report impact our outlook for inflation? What are the markets saying about the Fed’s ability to achieve its 2% inflation target? What is the likelihood of an economic soft landing? Kathy Bostjancic, Nationwide’s Chief Economist, and Scott Murray, Financial Market Consultant, provide their perspective and outlook of inflation and the potential for a soft landing. [NFM-22911AO]
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July 27, 2023 • 18 mins
After skipping a rate hike at the June policy meeting, the FOMC raised the federal funds rate by 25 bps yesterday to a range of 5.25% to 5.5%. This marked the 11th time since March 2022 that the Fed raised interest rates. Could more rate hikes be on the way? Nationwide’s Chief Economist, Kathy Bostjancic, and Nationwide’s head of Fixed Income, Brad Beman, provide analysis and insight on July's FOMC announcement. [NFM - 22911M4]
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July 19, 2023 • 17 mins
The housing market has shown some signs of life in 2023 despite still high mortgage rates. Home construction has bounced back too, although concerns for a likely recession exist. What’s the current state of residential home building and what trends are we watching over the rest of the year and into 2024? Also, what are we expecting for commercial construction? Nationwide's Senior Economist Ben Ayers and Economist Daniel Vielhaber p...
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July 12, 2023 • 17 mins
The consumer price index cooled further in June as food and energy prices have eased in recent months. But strong housing and services inflation continues to drive a hot pace of core inflation – a key focus area for the Fed. Are there any signs that core inflation will decline over the second half of 2023? And what is our updated outlook for the Fed based upon expected inflation trends? Nationwide's Chief Economist Kathy Bostjancic...
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June 28, 2023 • 20 mins
As we enter the second half of 2023, how has the economy performed so far? What's our outlook for the rest of the year? Nationwide's Chief Economist Kathy Bostjancic and Senior Economist Ben Ayers share their perspectives. What has been the biggest surprise? What key events are they watching for in the months ahead? [NFM - 22911AO]
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June 22, 2023 • 19 mins
Rebecca Wilder (Senior Investment Professional and head of Emerging Markets, Nationwide Financial) and Scott Murray (Financial Markets Consultant) share their assessment of China's economy and its ripple effects on the rest of the world. [NFM-22911M3]
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June 14, 2023 • 18 mins
The Fed announced no change in interest rates during their June meeting. This breaks the streak of 10 straight meetings in which the central bank raised interest rates in order to slow down inflation. However, the FOMC strongly signaled more rate hikes are possible this year. Nationwide's Chief Economist Kathy Bostjancic and Chief of Investment Research Mark Hackett provide their reaction and analysis.
For additional perspective,...
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June 9, 2023 • 20 mins
A recent Nationwide Retirement Institute® survey revealed business owners’ top financial goals, priorities, and concerns ahead of a potential recession. We found that many are bracing for a recession and are being impacted by economic pressures such as inflation and rising interest rates. Nationwide’s Chief Economist Kathy Bostjancic and President of Nationwide Corporate Solutions JJ Perez provide their outlook on the economy and h...
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June 6, 2023 • 19 mins
The labor market is showing little evidence of slowing despite the Fed’s effort to decrease demand through higher interest rates. Next week’s FOMC meeting will be watched closely as the committee debates raising the fed funds rates again. Nationwide's Chief Economist Kathy Bostjancic and Senior Economist Ben Ayers share their analysis of the latest employment report and what the Fed may announce at their upcoming meeting. Will they...
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May 17, 2023 • 22 mins
Consumers are spending broadly on services this year - which is good news for the travel industry. Nationwide’s Chief Economist Kathy Bostjancic and Senior Economist Ben Ayers provide their outlook on consumer spending, especially in terms of travel and services.
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May 10, 2023 • 16 mins
CPI was hotter again in April with higher gasoline prices and services costs. This comes on the heels of a stronger-than-expected jobs report for April which showed yet another jump in wages for workers. Nationwide economists Ben Ayers and Daniel Vielhaber discuss how the tight labor market continues to push up inflation despite the Fed’s sharp rate tightening.
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May 4, 2023 • 25 mins
May 3, 2023: The FOMC announced a 25 basis point increase in the fed funds rate in its continued effort to slow down inflation. How effective has this tightening cycle been on controlling inflation? In what ways has the overall economy been impacted? When could the Fed decide to lower rates again? Nationwide's Chief Economist Kathy Bostjancic and Senior Economist Ben Ayers provide their analysis of today's FOMC announcement and how...
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April 27, 2023 • 16 mins
Despite a strong start to the year for hiring and consumer spending, the economy was less resilient in the first quarter than expected. What's in store for the economy in the second quarter? Do we still expect a recession to hit later this year? Nationwide's Chief Economist, Kathy Bostjancic and Senior Economist Ben Ayers provide their perspectives on economic growth.
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April 20, 2023 • 15 mins
The bond market is again at odds with the Federal Reserve’s forecast for interest rates, placing nearly 50% odds of a rate cut at the September policy meeting as investors believe the Fed will be cutting rates as the economy falls into recession. However, the equity market continues be quite resilient in the face of rising recession headwinds. Nationwide’s Senior Vice President and Chief Economist, Kathy Bostjancic, and Deputy Chi...
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