Economic Take

Latest Episodes:

A Tailwind for the Travel Industry Nov 23, 2021

Show notes

The air travel industry never shut down during the pandemic, but it certainly felt the effects. Airline trends offer us fast insight into business travel and tourism patterns. As COVID-19 cases dip and passenger counts rise, it looks like smoother skies are ahead.

Asset Prices and the Fed Nov 16, 2021

Show notes

Though the Federal Reserve keeps an eye on asset prices, it won’t set targets. That’s because mandates on inflation and employment mean the Fed’s plate is plenty full. Plus, a look at historical norms and why they may not apply to modern asset valuations.

We want to hear from you! We’re looking to learn more about listeners of Economic Take to improve and evolve the podcast. jpmorgan.surveymonkey.com/r/economictake

Major Shifts in the Healthcare Sector Nov 09, 2021

Show notes

Jim is joined by J.P. Morgan healthcare expert Lauren Ruane to discuss trends in the healthcare sector and what’s changed in the pandemic. Key themes include how technology and innovation are shaping the sector’s future. Lauren also covers patients as savvy consumers, remote care and behavioral health taking center stage, and why the sector’s labor shortage is likely to intensify.

Why Aren’t Consumers Seeing the Same Thing That Businesses Are Seeing? Nov 02, 2021

Show notes

Though they’re both climbing, price increases on materials are outpacing hikes on retail shelves. That’s partially because labor costs matter more when it comes to consumer prices.

We want to hear from you! We’re looking to learn more about listeners of Economic Take to improve and evolve the podcast. jpmorgan.surveymonkey.com/r/economictake

The Fed’s New Inflation Mindset Oct 26, 2021

Show notes

The Fed is focusing on the average rate of inflation over time, rather than responding to current volatility and price pressures. Why is this change a big deal? It can help lessen policy uncertainty, and it sets a more reasonable standard to judge the central bank’s intentions. The change may also bring an end to the decline in the nominal interest rate levels that has weakened central banks’ policy tools.

We want to hear from you! We’re looking to learn more about listeners of Economic Take to improve and evolve the podcast. jpmorgan.surveymonkey.com/r/economictake

The Odd Dip In Consumer Sentiment Oct 19, 2021

Show notes

Consumer sentiment is in a rut since this summer—and that can help us forecast future trends in the U.S. With some added historical perspective, consumers right now have it pretty good.

We want to hear from you! We’re looking to learn more about listeners of Economic Take to improve and evolve the podcast. jpmorgan.surveymonkey.com/r/economictake

Foot’s Coming Off the Gas, But No Brakes Yet Oct 12, 2021

Show notes

What we’re anticipating from the Fed for the next few years isn’t monetary tightening, but a gradual easing of monetary accommodation. And a few good reasons to downplay a slim September jobs report.

We want to hear from you! We’re looking to learn more about listeners of Economic Take to improve and evolve the podcast. jpmorgan.surveymonkey.com/r/economictake

Reading into the Latest on Jobs, Rates and Rents Oct 05, 2021

Show notes

October’s jobs report and profit reports will tell us plenty about the momentum in the market. And a rise in mortgage rates from their pandemic lows could be a boost for landlords.

We want to hear from you! We’re looking to learn more about listeners of Economic Take to improve and evolve the podcast. It's just six short questions: jpmorgan.surveymonkey.com/r/economictake

The Fed’s Evolution, and Air Travel’s Indicators Sep 28, 2021

Show notes

As the economy rebounds, the Fed’s not budging — a clear sign of the Fed’s rethinking since a decade ago. Also, a look at why air travel numbers are a signal for the broader economy.

Blue Skies for the Multifamily Sector Sep 21, 2021

Show notes

This year’s surge in housing prices doesn’t have much in common with the crisis from a decade ago. Behind it is a positive change in household buying power driven by lower mortgage rates and higher incomes.

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