Marketplace Too little, too late?
21 snips
Nov 19, 2025 Heather Long, Chief Economist at Navy Federal Credit Union, provides insights on labor markets and the Fed's decisions. Savannah Peters discusses the recent Chinese purchase of U.S. soybeans, revealing that while the sale marks a thaw in trade relations, it's still disappointing compared to usual levels. Amy Scott highlights the impact of climate change on agriculture, detailing how shifting rainfall affects farmers in Kansas and the broader implications for food security. The conversation also touches on the growing intersection between gambling and political media.
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Fed Faces Decisions In A Data Fog
- The BLS delays mean the Fed will face December decisions with incomplete labor data.
- Heather Long says the Fed may 'skip' December and wait for clearer data rather than pivot now.
Dissent Could Shape The Fed's Future
- Fed dissent is rising and could shape future policy and the next chair's agenda.
- Heather Long argues politics may ensure rate cuts or consensus depending on 2026 choices.
AI Is Fueled By Corporate Debt
- Big tech is issuing massive corporate debt to fund AI infrastructure and data centers.
- Analysts warn concentrated borrowing could raise overall capital costs and pressure other issuers.