Ernie Tedeschi

Lori Calvasina, the Head of US Equity Strategy at RBC Capital Markets, shares her S&P targets and market insights as volatility looms. Ernie Tedeschi from the Yale Budget Lab delves into the implications of Trump's tariff regime, including a recent court ruling that could shift the landscape. Fatima Boolani, co-head of Citi's US Software Equity Research Team, highlights critical debates in tech and communications leading up to 2025. Together, they unravel the intricate connections between tariffs, market dynamics, and technological advancements.

Ernie Tedeschi, Director of Economics at Yale Budget Lab and former chief economist at the White House, dives deep into the complexities of inflation. He challenges the idea that corporate greed is the main culprit, exploring how COVID-19 reshaped supply and demand. The discussion reveals the significant surge in grocery profits, especially from store-brand products, while analyzing consumer perceptions of pricing fairness. Tedeschi emphasizes the need to view inflation through a broad economic lens rather than oversimplifying it to just greed-driven factors.

Industry experts Ernie Tedeschi, former White House economic advisor at Yale, Erica York from the Tax Foundation, and transfer pricing guru Ryan Finley dive into the complexities of Trump's tariff policies. They discuss the economic impacts of tariffs on both domestic and international markets, analyze trade deficits beyond numbers, and scrutinize the effectiveness of tariffs compared to other revenue methods. The conversation also touches on the relationship between tariffs and digital taxation, highlighting the challenges tax advisors face amidst shifting policies.

Ernie Tedeschi, Director of Economics at The Budget Lab of Yale Law School, delves into the economics of the pet food industry. He discusses consumer behavior shaped by real wages and pricing dynamics, revealing how essential pet care spending often prevails over discretionary costs. Tedeschi also highlights challenges posed by global trade tensions and tariffs, specifically regarding imports from China. His insights on industry resilience and the importance of adapting to economic uncertainties make for a compelling listen.

Michael Darda, Chief Economist at Roth Capital, delves into the latest jobs report, analyzing its implications for market trends. Ernie Tedeschi, Director of Economics at the Yale Budget Lab, provides critical insights on rising US tariffs, revealing that average rates could hit 15.2%. The duo examines how these tariffs affect job market dynamics and consumer prices, along with the Federal Reserve's response to shifting economic indicators. Their discussion sheds light on the intertwining of global trade policies and domestic employment opportunities.

In this insightful discussion, Doug Porter, Chief Economist at BMO, shares his perspectives on GDP and inflation trends in the U.S. and Canada. Ernie Tedeschi, Yale’s Director of Economics, contrasts robust GDP growth with concerns about labor market dynamics and rising tariffs. Dan Phillips, BMO’s CIO, emphasizes a tactical investment approach amid evolving market risks, including the impact of AI and automation. The trio also explores the resilience of the Canadian economy and why government shutdowns typically leave markets unfazed.

Robert Kaplan, Vice Chairman of Goldman Sachs, and Ernie Tedeschi, Director of Economics at the Yale Budget Lab, dive into the current economic landscape shaped by rising trade tensions. Kaplan discusses the resilience of the U.S. economy and how stock markets react to labor data amid tariff threats. Tedeschi examines the negative impacts of tariffs on American companies and the broader economy. They also explore President Trump's recent remarks on Xi Jinping that heighten U.S.-China trade friction, raising questions about the future stability of international relations.

Enda Curran, a Bloomberg News reporter specializing in global economy, and Ernie Tedeschi, Director of Economics at Yale Budget Lab, delve into the implications of Trump's proposed tariffs. They discuss how these tariffs could raise prices on everyday goods, particularly groceries, and spark inflation worries. The conversation highlights the potential effects on American manufacturing, the delicate U.S.-Canada trade relationship, and the complexities of international economic dynamics. Listeners gain insights into consumer behavior changes amid tariff uncertainties.

Frances Donald, Chief Economist at RBC, discusses the nuances of the US economic landscape beyond the soft vs. hard landing debate. David Kelly from JP Morgan highlights the mixed signals in the global economy while navigating post-cycle realities. Ernie Tedeschi, from the Yale Budget Lab, critically examines the financial implications of tariffs initiated under Trump, emphasizing their impact on consumers rather than job creation. Kristen Bitterly, from Citi, stresses the need for robust retirement planning amidst current market challenges.

Joining the discussion are Ernie Tedeschi, Director of Economics at the Yale Budget Lab and former White House Chief Economist, and Carl Shevik, CEO of mattress companies Earthfoam and Sleep on Latex. They delve into how tariffs, especially on imports from China, create market instability for small businesses. Personal stories reveal the challenges faced by entrepreneurs, particularly those relying on imported goods. The conversation also uncovers the uncertainties of navigating global supply chains and the impact on consumer costs.