Jake Oubina

Jake Oubina, an economist at Piper Sandler, discusses the intricacies of macroeconomic data. He explores how alternative data sources like the Adobe Digital Price Index can fill gaps left by delayed government reports. The conversation delves into inflation dynamics, particularly how tariffs affect core goods prices. Jake also shares insights on labor market conditions, consumer sentiment, and the potential impact of AI on productivity. He presents a cautious but optimistic economic outlook for the next 6-12 months, factoring in fiscal policies and market trends.