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All Episodes

Economic Insights by Nationwide — 199 episodes

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Title
1

Inflation heats up, odds for rate cuts cool

2

With mortgage rates in the attic, are home sales stuck in the basement?

3

Fed in transition while the equity market remains resilient

4

How the conflict in Iran is shaping the global economy

5

Geopolitical pressures on the Ag industry

6

Larger tax refunds: Spend, save, or invest

7

Liberation Day: One Year Later

8

Fed holds steady amid oil shocks and uncertainty

9

How the surge in oil prices could refuel inflation

10

Patience over panic: Geopolitical impacts on the economy and financial market

11

Core GDP remains solid, while tariff policies forced to pivot

12

How the housing market is raising the roof on inflation

13

America's Hiring Heatmap: Regional analysis of job growth

14

Mixed signals in the economy: hard vs soft data

15

Signals from the Fed’s first meeting of 2026

16

Auto Market Outlook: Driving toward affordability

17

Encouraging signals from inflation and employment

18

Your guide to 2026: Economic and financial market outlook

19

2026 Tax Law Changes: Impact on Growth and Investments

20

Fed cuts rates but signals a pause is likely

21

Can deregulation be the key to home affordability?

22

Holiday Shopping Outlook: Why Santa may tighten his belt this year

23

Labor market insights beyond the government data

24

Signals from the ballot box: Gridlock, Shutdown, and the Supreme Court's Tariff Test

25

The Fed’s blindfolded balancing act

26

Living longer, saving smarter

27

Global uncertainty and emerging markets

28

Shutdown Economics

29

Can manufacturing reverse its post-pandemic slowdown?

30

Fed resumes rate cuts, ...are more on the way?

31

Watchful Fed receives critical readings before expected rate cut

32

Will housing affordability improve anytime soon?

33

Focus on the Consumer: Back-to-school edition

34

Tariff's impact on inflation is still moderate

35

Fed holds steady despite moderating growth

36

Construction Industry Outlook

37

Where are the tariff impacts for inflation?

38

Midyear review of the economy and financial markets

39

Could lower sentiment be a drag on the economy?

40

Fed remains patient amid high uncertainty

41

Did tariffs show up in May's CPI?

42

Twists and turns for the tax bill and tariffs

43

Summer travel outlook: How sunny will vacations be this year?

44

Tariffs are not impacting consumer prices, yet

45

FOMC holds steady amid tariff headwinds and rising uncertainty

46

First 100 Days: Analyzing Trump's Economic Strategies

47

Shifting Gears: Auto Industry Outlook

48

Economic Trends: Hard vs Soft Data

49

Tariff impacts on the economy and markets

50

Signs of optimism in the Ag industry

51

Fed maintains its wait-and-see approach amid great uncertainty

52

Inflation relief amid policy uncertainty

53

What’s driving the shift in sentiment?

54

Housing Outlook: Can home construction pick up in 2025?

55

Tariffs and other impacts on inflation

56

Fed holds steady while AI makes waves

57

Economic Outlook of President Trump's First 100 Days

58

2025 Economic Outlook

59

Fed sets the stage for a pause in early 2025

60

Inflation's impact on interest rates and economic trends

61

How did employment trends shift in 2024?

62

China’s slowdown and other global risks

63

Holiday Shopping Outlook: How cheerful are consumers this year?

64

October CPI: Could inflation's uptick delay Fed easing?

65

Fed cuts rates again — what's next?

66

Q3 GDP: Sustained Growth or Emerging Weakness?

67

Navigating market uncertainties during an election

68

Monthly Review: Improved data calm growth concerns, October 2024

69

Could firmer data impact additional rate cuts this year?

70

Navigating the AI Wave: New Breakthroughs and Economic Trends

71

Monthly Review: Fed rate cut arrives as labor market softens, September 2024

72

What's the Fed signaling with its half point rate cut?

73

Inflation Eases - Will the Fed follow suit?

74

How concerning is the labor market slowdown?

75

How lower rates could boost housing

76

Focus on the Consumer: Back-to-School Edition

77

Monthly Review: Concerns grow for the forward outlook

78

The job machine slows and markets sharply selloff

79

Fed sets the stage for a rate cut

80

Midyear review of the economy and financial markets

81

Has inflation cooled enough for the Fed?

82

Midyear Roundtable: What surprises have we seen so far?

83

What are small business owners saying about the economy?

84

High hopes for a soft landing

85

Where are the job openings?

86

Beyond the balance sheet – How U.S. corporations and the economy are performing

87

Summer Travel Outlook: Inflation’s impact on the travel industry

88

When could rental inflation finally roll over?

89

Weathering the storm: Safeguarding businesses from hurricanes

90

The Fed's pause just got a little longer

91

Consumers fuel growth in the first quarter

92

Global economic outlook amid heightened uncertainty

93

Hot inflation could delay rate cuts

94

Preview of the NMI Quarterly Report - Q2 2024

95

Can anything slow down the consumer?

96

Fed funds rate cuts are still on course for this year

97

The Fed is still waiting for cooler inflation

98

Congress avoids a shutdown, but for how long?

99

Where could investors move their money when rates go lower?

100

When could housing supply finally return?

101

Hot inflation print could delay Fed easing

102

How long can the strong job market continue?

103

How long could we have to wait for Fed easing?

104

A stronger-than-expected end to 2023 for the economy

105

Inflation is still a long way from trend

106

Could the labor market's momentum carry into the new year?

107

2024 Outlook: Could a mild recession take the steam out of inflation?

108

Have the markets gone too far in pricing in rate cuts?

109

What's next for the auto market?

110

AI's impact on productivity and the economy

111

Softer data doesn't guarantee a soft landing

112

Geopolitical events and the potential economic impact

113

Treasury joins the Fed in the spotlight

114

A blowout third quarter for the economy

115

What is a soft landing and are we heading for one? (Part 2)

116

What is a soft landing and are we heading for one? (Part 1)

117

Feverish employment is not all good news

118

Outlook for the Housing Market

119

The Fed sticks with their higher-for-longer outlook

120

Why is the path to trend inflation so long?

121

What remains on Congress's to-do list for 2023?

122

What are the implications from Powell’s speech in Jackson Hole?

123

What states have the highest level of job growth?

124

What impact is back-to-school spending having on the consumer?

125

July’s CPI inches the Fed closer to its inflation target

126

FOMC raises rates and keeps the door open for more

127

How strong is the construction industry right now?

128

What's on tap for inflation in the second half of 2023?

129

Mid-year Economic Health Check 2023

130

China and its impact on the global economy

131

The Fed takes a pause...for now

132

What concerns do business owners have about the current economy?

133

How the strong labor market could influence the next rate hike decision

134

How busy will the travel season be?

135

How the strong labor market is impacting inflation

136

Could May's rate hike be the final increase of the year?

137

GDP showed less resilience than expected

138

Who's right: The Fed or the Financial Markets?

139

Supercore inflation and its impact on Fed policy

140

Q2 Report: Markets bounce back even as macro risks continue to mount

141

Market impacts from the banking crisis

142

The Fed delivers a dovish rate increase

143

Outlook on inflation and high food prices

144

The good and the bad of a tight labor market

145

What type of landing is likely ahead for the economy and what's the potential market impact?

146

Outlook for the Housing Market

147

Inflation's impact on corporate earnings

148

Washington and the Economy

149

Labor is too hot to handle

150

GDP growth ended 2022 with an unhealthy mix

151

How consumers could drive the economy in 2023

152

Inflation Update: Are we out of the woods?

153

Interview with NMI's author Bryan Jordan, Q1 2023

154

2023 Economic Outlook

155

FOMC strikes a hawkish tone, but future rate hikes could be pared to 25bps

156

Job and wage growth stronger than expected

157

After a tough year, businesses are ready to turn the page

158

2022 Holiday Shopping Outlook

159

Agriculture challenged by high prices, weather, and global shocks

160

The Fed raised rates again. How many more hikes could be on the way?

161

Q3 GDP: Recession fears subside, for now

162

Risk factors for economic growth (part 2): Productivity Challenges

163

Risk factors for economic growth (part 1): Weakness of the labor force

164

Quarterly Report: Asset prices remain under pressure as Fed stays aggressive

165

What's on the road ahead for the auto market?

166

Another aggressive move by the Fed to corral unbridled inflation

167

Inflation Crosscurrents: What's driving inflation?

168

Housing market continues to cool

169

Recession 101 (Part 2): Are we in a recession now or are we close?

170

Recession 101 (Part 1): What is a recession?

171

Job gains provide more evidence that we’re not in a recession now

172

FOMC moves aggressively (again), hoping to slow inflation. Will it work?

173

How does La Nina impact the economy

174

Are we in a recession now?

175

Quarterly Report: Aggressive Fed tightening weighs on asset prices

176

Mid-year Outlook: A rough start to 2022 - Where could things go from here?

177

FOMC raises rates again — Hope is not a strategy

178

How are higher labor costs impacting inflation?

179

The stock market's connection to the broader economy

180

How is inflation impacting the consumer?

181

Inflation continues. Is relief on the way?

182

Employment continues to improve - What does this mean for the Fed?

183

First look at Q1 GDP

184

How high could interest rates go?

185

When could inflation peak?

186

Can the Fed can achieve a soft landing?

187

Quarterly Report: Inflation, rates, and geopolitics drive a choppy quarter

188

Will there be a post-Omicron economic boost?

189

The Fed begins to tighten: Prelude to a recession?

190

Will inflation go higher and when could conditions improve

191

Booming job growth reflects considerable momentum

192

Economic, financial market impacts of the Russian invasion

193

Outlook on the Housing Market, February 2022

194

Inflation Is Still Soaring

195

The labor force is recovering

196

Quarterly Report for Q1 2022

197

Economic Outlook - 2022

198

State Of The Consumer

199

The Fed telegraphs a rate hike