In this episode, we have in an in-depth discussion with economist Jake Oubina about the current economic landscape. We discuss the Federal Reserve's potential actions, inflation trends, and the housing market outlook. Jake shares his insights on how uncertainty over the past six months has affected consumer behavior, housing, and labor markets. He emphasizes the importance of lower interest rates, deregulation, and capital investment to stimulate economic growth. The discussion also touches upon the quality of economic data, including CPI and employment figures, and how alternative data sources can provide a more accurate picture. Jake concludes by addressing the complexities of inflation post-COVID and the impact of tariff policies on economic growth. This episode offers a comprehensive look at the factors shaping the current economy and provides actionable insights for market participants.
What's Next For Markets