PODCAST · business
The Economic Effect with John E. Silvia
by John E. Silvia
If you’re seeking a weekly in-depth breakdown of the current economic climate, then I’m so glad you found The Economic Effect.In this Podcast I discuss how economic decisions, whether in policy or investment, have far-reaching effects and trigger reactions across various sectors. I also delve into how we can think of these decisions as moves in a chess game, where each action leads to a response from other economic agents, like investors or policymakers. Finally, I touch on the importance of understanding the linkages between fiscal policies and their impact on growth, inflation, interest rates, and foreign exchange, while also considering the cognitive biases that influence decision-makers.
Episodes
-
Episode 38: Growth at a Crossroads: Inflation, Interest Rates, and the AI Divide
Economic growth continues, but the forces driving it are becoming increasingly divided. In this week’s episode of The Economic Effect, John Silvia examines how persistent inflation and higher interest rates are reshaping the outlook for consumers, businesses, and financial markets. Inflation has...
-
Episode 37: The Delicate Balance: Growth, Inflation, and What Comes Next
The economic outlook is entering a period of delicate balance. In this week’s episode of The Economic Effect, John Silvia examines the key indicators shaping the path ahead for the economy and financial markets. Business investment remains a source of strength, fueled by technology, AI, and…
more -
Episode 36: The Signals That Matter: What Investors Should Watch Next
The economic backdrop remains supportive, but the signals beneath the surface deserve close attention. In this week’s episode of The Economic Effect, John Silvia examines the indicators that could reveal the next shift in markets and the economy. Strong capital goods orders, shipments, and…
more -
Episode 35: Global Markets in Motion: How Policy Is Reshaping Investment Risks
Markets don't stop at national borders, and neither do the forces that shape them. In this week's episode of The Economic Effect, John Silvia explores how changing economic policies and political developments across Japan, the United Kingdom, the Eurozone, and Canada are influencing currencies,...
-
Episode 34: A New Fed, Persistent Inflation, and the Next Market Shift
In this week's episode of The Economic Effect, John Silvia examines two developments reshaping the economic outlook: a transition in Federal Reserve leadership and evolving supply-and-demand dynamics across the U.S. economy. John explores why demand continues to outpace supply despite slower...
-
Episode 33: Beyond the Headlines: Understanding Today's Economic Strength
Is the U.S. economy becoming recession-proof? In this week's episode of The Economic Effect, John Silvia examines the powerful linkages between economic growth, inflation, interest rates, currency markets, and equity performance. While headlines focus on stock market gains, the underlying...
-
Episode 32: The Dynamic Economy: Inflation, Investment, and Interest Rates
In this week’s episode of The Economic Effect, John Silvia examines the shifting forces driving economic growth, inflation, interest rates, and global investment flows. While U.S. economic growth remains resilient, supported by technology investment, productivity gains, and steady business...
-
Episode 31: Who’s Buying U.S. Debt? The Forces Driving Treasury Yields Higher
What’s really driving U.S. Treasury yields higher and what does it mean for investors? In this episode of The Economic Effect, John Silvia examines the powerful mix of domestic and global forces shaping interest rates, from persistent inflation and rising federal debt to shifting demand from...
-
Episode 30: Slowing Growth, Rising Pressure: Markets at a Turning Point
The economic backdrop is shifting and the data is sending a clear message. In this episode of The Economic Effect, John Silvia breaks down the latest trends across the four key fundamentals: economic growth, inflation, interest rates, and the U.S. dollar. Recent data points to a slowdown in…
more -
Episode 29: When Oil Spikes: What It Means for Growth, Inflation, and Markets
What happens to the economy when oil prices surge—and why does it matter now? In this episode of The Economic Effect, John Silvia breaks down the far-reaching impact of rising energy prices in the wake of escalating geopolitical tensions. Drawing on recent data and market trends, he explains how...
-
Episode 28: When Oil Rises, Profits Fall: Understanding the Market Connection
When oil prices rise, the conversation in financial markets usually centers on inflation. But that may not be the most important story. In this episode of The Economic Effect, former Chief Economist John Silvia examines a critical, and often overlooked, channel of economic influence: the direct...
-
Episode 27: New Horizons: Inside Saudi Arabia and Jordan’s Transformation
In this special travel edition of The Economic Effect, John Silvia shares reflections from a recent trip to Saudi Arabia and Jordan—two countries undergoing visible transformation while preserving deep historical roots. From the rapid development of Riyadh’s financial district to the cultural...
-
Episode 26: What the Data Is Really Saying: Growth, Inflation, Rates & the Dollar
What signals should investors and policymakers be watching right now? In this episode of The Economic Effect, former Chief Economist John Silvia breaks down the leading indicators shaping expectations for economic growth, inflation, interest rates, and the U.S. dollar. From weekly jobless claims...
-
Episode 25: Four Fundamentals: Growth, Inflation, Rates, and the Dollar in 2026
Successful personal and business investment decisions begin with clear expectations for the economy’s core fundamentals: economic growth, inflation, interest rates, and the value of the U.S. dollar. In this episode of The Economic Effect, John Silvia outlines a forward-looking framework for 2026,...
-
Episode 24: Fiscal Spending and the Risks Ahead: A Look at 2026
In this episode of The Economic Effect, John Silvia examines the growing belief that federal fiscal spending in 2026 will deliver a “free lunch” of stronger economic growth. While some argue that easing trade tensions, a weaker dollar, and the One Big Beautiful Bill will fuel a full percentage...
-
Episode 23: Credit Quality: What Is—and What Should Never Be
In this week’s episode of The Economic Effect, former Chief Economist John Silvia examines the growing concerns over credit quality and what it means for the broader economy. Despite solid economic growth and a Federal Reserve in easing mode, investors are increasingly uneasy about rising loan...
-
Episode 22: Growth Today, Pain Tomorrow: Inside the Fed’s Latest Rate Cut
This week on The Economic Effect, host John Silvia analyzes the Federal Open Market Committee’s recent decision to lower the federal funds rate and adjust its balance sheet strategy—moves aimed at supporting growth but likely to add pressure on inflation and weaken the U.S. dollar. John breaks…
more -
Episode 21: Running It Hot: Inflation, Policy, and Market Momentum
Inflation is heating up—and the reasons run deeper than your grocery bill. In this week’s episode of The Economic Effect, John Silvia breaks down how expansionary fiscal and monetary policies, coupled with tariffs, are fueling persistent price pressures across the economy. From higher coffee and...
-
Episode 20: Gold Doesn’t Lie: Inflation Still Burns
In this week’s episode of The Economic Effect, former Chief Economist John Silvia examines what the gold rally reveals about inflation expectations, the U.S. dollar, and investor confidence in economic policy. From the Fed’s easing stance to rising commodity prices and an overstretched equity...
-
Episode 19: The Global Debt Squeeze: Why Investors Should Be Watching Closely
This week on The Economic Effect, former Chief Economist John Silvia explores how soaring government debt is shaking markets across the globe. From the collapse of France’s government to rising U.K. borrowing costs, Argentina’s fragile reforms, and mounting U.S. deficits, John reveals why…
more -
Episode 18: Rate Cuts, Inflation Pressures, and Market Risks: What’s Ahead for Investors
Markets are gearing up for a potential Fed rate cut in September — but easing comes with trade-offs. In this episode of The Economic Effect, John Silvia unpacks what lower short-term rates and expanded credit could mean for economic growth, inflation, and asset valuations. From equity markets and...
-
Episode 17: Optimism Meets Uncertainty: Lessons from the Small Business Economic Trends Report
What if small businesses know more about the future of the economy than Wall Street does? Small businesses are the heartbeat of the U.S. economy—and their latest survey reveals a story you can’t afford to miss. In this episode, John Silvia digs into the newest NFIB Small Business Economic Trends...
-
Episode 16: Tariffs in Action: The Market Shifts You Can’t Ignore
The latest U.S. tariffs are sending ripples through inflation, interest rates, and currency markets. Former Chief Economist John Silvia connects the dots between slowing consumer spending, manufacturing job losses, and the surprising behavior of the U.S. dollar. Get the clear, market-savvy...
-
Episode 15: Signs of a Slowdown? GDP, FOMC, and Inflation Trends
In this episode of The Economic Effect, host and former Chief Economist John Silvia analyzes three major economic indicators shaping the outlook for markets and monetary policy: second-quarter GDP, the latest FOMC policy statement, and June’s personal income and core PCE inflation data. John...
-
Ep 14: Is the Market Betting Against the Dollar? And Should It Be?
In this episode of The Economic Effect, host and former Chief Economist John Silvia examines a surprising headline: emerging market borrowing costs have nearly matched U.S. rates for the first time since 2007. But is this a signal of investor confidence in emerging markets—or a growing vote of no...
-
Episode 13: Tariffs, Credit Quality & Fed Policy
In this episode, economist John Silvia explores the ripple effects of the latest tariff measures on U.S. credit markets, inflation expectations, and central bank policy. As firms navigate rising import costs and margin pressure, questions arise about the Fed’s response amid persistent inflation…
more -
Episode 12: Summer Reading for Serious Decision Makers
This week on The Economic Effect, host John Silvia shares his essential summer reading list—curated for thoughtful leaders, investors, and policymakers. Move beyond the headlines and political fluff with timeless works that sharpen your understanding of markets, risk, leadership, and...
-
Episode 11: Currency Risk, Inflation Pressure, and the Future of U.S. Markets
This week on The Economic Effect, John Silvia, former Chief Economist, explores the deepening divide between U.S. fiscal policy and market expectations. With limited political will to control federal spending and constrained Fed rate policy, financial markets are shifting in unpredictable ways.…
more -
Episode 10: Something Is Rotten… In Global Debt Markets
In this episode of The Economic Effect, John Silvia examines the recent spike in global sovereign debt yields across the U.S., UK, and Japan—an early warning signal of deeper financial pressure. Drawing from insights by the Financial Times and Wall Street Journal, John explains how rising term...
-
Episode 9: The Warning Signs Before the Storm
In this episode of The Economic Effect, John Silvia analyzes the Federal Reserve Bank of New York's latest Household Debt and Credit Report for Q1 2025—prior to the announcement of Liberation Day tariffs. The report reveals a rise in serious delinquencies across auto loans, mortgages, home…
more -
Episode 8: Economic Crosswinds: A Closer Look at Growth, Inflation, and Jobs
This week on The Economic Effect, we break down three key economic reports that paint a complex picture of the U.S. economy. From a surprise GDP dip to tariff-driven consumer behavior, we dive into how households and businesses rushed to get ahead of the April “Liberation Day”…
more -
Episode 7: Confidence Lost: The Hidden Cost of Unstable Economic Policy
This week on The Economic Effect, we dive into the growing wave of foreign investors pulling their money out of U.S. markets — and why it matters more than you might think. Host John Silvia, former Chief Economist, explains how these outflows are affecting everything from stock prices to interest...
-
Episode 6: Recession Watch: What the Leading Indicators Are Telling Us
Is a recession on the horizon—or are we just seeing shadows? In this episode, we dive deep into the economic data to decode the signals that matter most. From jobless claims to consumer sentiment, from manufacturing trends to commodity prices, we're breaking down six leading indicators that could...
-
Episode 5: Strange Days on Wall Street
The bond market just sent a hurricane warning—and investors are scrambling. Tariff wars, rising Treasury yields, and a sinking dollar have flipped the financial playbook upside down. Gold is back, the “flight to safety” is failing, and even James Carville’s favorite intimidator—the bond market—is...
-
Episode 4: The Economic Impact of Tariffs: A Global Chess Game
This week, President Trump unveiled a new set of tariffs on foreign nations, setting the stage for a complex sequence of global economic interactions. What does this mean for the U.S. economy, and what are the immediate effects of these tariffs? Although we're only seeing the first move in this...
-
Episode 3: Current Debate - Recession or Just a Slowdown?
In this week’s episode, we’re diving into the most critical economic indicators that could shape the future of the economy—without the usual doom-and-gloom headlines. Are we really heading into a recession, or is it just a slowdown? We’re breaking down the latest insights, starting with the...
-
Episode 2: Economic Outlook and Tariff Impact
In this episode, we review recent economic developments, including the ISM manufacturing report signaling slower growth and rising inflation pressures. Consumer sentiment and personal spending have dropped, with inflation expectations rising and the trade deficit widening as businesses rush to...
-
Welcome to The Economic Effect with John E. Silvia
Welcome to The Economic Effect with John E. Silvia My goal is to pull from my background as Chief Economist, having worked with several investment firms and served on the Senate Banking Committee, to break down the week in economics. The core theme of this podcast revolves around dynamic economic...
-
Episode 1: Weekly Economic Update and Tariff Analysis
In this episode, we review the significant economic developments of the week. We break down three key reports that offer insight into the economic outlook and investment performance. The University of Michigan Consumer Sentiment Survey showed a decline in consumer sentiment and a rise in…
more
We're indexing this podcast's transcripts for the first time — this can take a minute or two. We'll show results as soon as they're ready.
No matches for "" in this podcast's transcripts.
No topics indexed yet for this podcast.
Loading reviews...
ABOUT THIS SHOW
If you’re seeking a weekly in-depth breakdown of the current economic climate, then I’m so glad you found The Economic Effect.In this Podcast I discuss how economic decisions, whether in policy or investment, have far-reaching effects and trigger reactions across various sectors. I also delve into how we can think of these decisions as moves in a chess game, where each action leads to a response from other economic agents, like investors or policymakers. Finally, I touch on the importance of understanding the linkages between fiscal policies and their impact on growth, inflation, interest rates, and foreign exchange, while also considering the cognitive biases that influence decision-makers.
HOSTED BY
John E. Silvia
Loading similar podcasts...
Frequently Asked Questions
How many episodes does The Economic Effect with John E. Silvia have?
The Economic Effect with John E. Silvia currently has 39 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is The Economic Effect with John E. Silvia about?
If you’re seeking a weekly in-depth breakdown of the current economic climate, then I’m so glad you found The Economic Effect.In this Podcast I discuss how economic decisions, whether in policy or investment, have far-reaching effects and trigger reactions across various sectors. I also delve into...
How often does The Economic Effect with John E. Silvia release new episodes?
The Economic Effect with John E. Silvia has 39 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to The Economic Effect with John E. Silvia?
You can listen to The Economic Effect with John E. Silvia on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts The Economic Effect with John E. Silvia?
The Economic Effect with John E. Silvia is created and hosted by John E. Silvia.
URL copied to clipboard!