In this week's podcast episode, we dive into the nuances of missing government data with Piper Sandler Economist Jake Oubina. He highlights the reliability of alternative data sources like the Adobe Digital Price Index and various private surveys. We discuss the accuracy concerns surrounding Non-Farm Payroll (NFP) reports and how private data could steer better insights. Additionally, we focus on recent inflation trends, particularly the impact of tariffs on margins, and delve into the data from the latest CPI report. The conversation also extends to labor market conditions, consumer sentiment, and the potential influence of AI and energy costs on the economy. Looking ahead, Jake provides a bullish yet cautious economic and market outlook for the next 6-12 months, examining potential scenarios influenced by fiscal policies and CapEx trends.
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