EPISODE · May 8, 2026 · 14 MIN
Top of the Morning: US macro: FAQs to forecasts - AI adoption, Consumption, & Rates
Andrew Dubinsky, Senior US Economist, joins to highlight his new monthly report US macro: FAQs to forecasts - 10 frequently asked questions as it relates to the US economy. This month we discuss where AI effects are showing up in labor data, the status of the One Big Beautiful Bill Act tax cuts, and what the Fed is watching for that could set up further rate cuts. Host: Daniel Cassidy
What this episode covers
Andrew Dubinsky, Senior US Economist, joins to highlight his new monthly report US macro: FAQs to forecasts - 10 frequently asked questions as it relates to the US economy. This month we discuss where AI effects are showing up in labor data, the status of the One Big Beautiful Bill Act tax cuts, and what the Fed is watching for that could set up further rate cuts. Host: Daniel Cassidy
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Top of the Morning: US macro: FAQs to forecasts - AI adoption, Consumption, & Rates
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