Beth Ann Bovino

Beth Ann Bovino, Chief Economist at U.S. Bank and former Chief North American Economist at S&P Global Ratings, shares her insights on the current state of the U.S. economy. She discusses the potential impacts of tariff changes on inflation and consumer behavior, while offering a cautious outlook due to recession risks in 2025. The conversation also touches on homebuying challenges amid high mortgage rates, and the Federal Reserve's balancing act between curbing inflation and supporting job growth. Unique economic indicators, like the 'tooth fairy index,' add a playful twist to their analysis.