Phoebe White

Mike Feroli, Chief U.S. Economist at J.P. Morgan, and Phoebe White, Head of U.S. Inflation Strategy, dissect the recent July employment report, revealing a modest rise in unemployment and wage growth declines. They analyze the participation rates and sector-specific job gains, while also addressing the broader economic growth of just 1%. The duo explores the Federal Reserve's potential for rate cuts amidst a softening economy, highlighting the market’s expectations for continued easing through next year.

Join Mike Feroli, Chief U.S. Economist, and Phoebe White, Head of U.S. Inflation Strategy, as they dissect the June jobs report. Topics include implications for rate cuts, consumer health, corporate balance sheets, and predictions on Fed actions and CPI reports.

Phoebe White, Head of U.S. Inflation Strategy, and Anthony Paolone, Co-Head of U.S. Real Estate Stock Research, analyze rent inflation trends post-pandemic. They discuss supply trends, varying rent increases, and the impact of wage inflation on rental affordability.

Phoebe White, Head of US Inflation Strategy, and Mike Feroli, Chief US Economist, analyze the May US employment report, future economic trends, and the impact of immigration policies on the economy. They discuss the increase in nonfarm payrolls, discrepancies in surveys, wage pressures, GDP growth expectations, potential interest rate cuts, and the Federal Reserve's future plans.

Chief U.S. Economist and Head of U.S. Inflation Strategy discuss the April Jobs Report, highlighting signs of labor market cooling, softer nonfarm payrolls, and rising unemployment rate. They explore implications for the Fed, wage growth, GDP forecast, and conflicting economic signals. Analysis includes Fed's strategies on inflation progress, rate cuts, and employment considerations in policy decisions.