Sarah House

Sarah House, a Senior Economist at Wells Fargo, discusses how cooling services inflation and a softer labor market are keeping overall inflation in check. Kristen Schwab reveals why retailers are reviving glossy mailed catalogs, emphasizing their effectiveness in cutting through digital ad noise. Florian Roper, founder of Studio Roper, shares his inspiring transition from bespoke furniture to full-time art, highlighting how economic shifts influenced his artistic journey. The conversation touches on insights into both local and broader economic trends.

In this insightful discussion, Justin Howe sheds light on why tariffs haven't sparked inflation, attributing it to cooling services costs and a soft labor market. Mitchell Hartman reviews the vibrant earnings season, while Sarah House delves into the impact of AI on consumer trust in real estate listings. Kristen Schwab explains the revival of printed holiday catalogs as a nostalgic marketing tactic. Finally, Florian Roper shares his journey from bespoke furniture to full-time art, highlighting the financial shifts that come with such a creative pivot.

Jurrien Timmer, Director of Global Macro at Fidelity Research, and Sarah House, Senior Economist at Wells Fargo, dive into how eco data influences market dynamics. They explore the equity bull run and its slow start to 2025, discussing rising Treasury yields and their impact on investor sentiment. The intricacies of measuring inflation through CPI and PCE are unpacked, highlighting the Fed's strategies in response to fluctuating economic indicators. The duo also emphasizes the importance of integrating sustainability into policymaking for effective market shaping.

Cam Harvey, a Duke University professor examining economic data, joins Sarah House, a Wells Fargo economist focused on consumer insights. They discuss the latest CPI data and its implications for inflation and rate cuts. Rebecca Patterson analyzes market trends, while Mona Mahajan shares observations on client behavior. Nouriel Roubini critiques the economic impacts of potential Trump and Harris presidencies, and Richard Haass elaborates on geopolitical tensions ahead of the 2024 election, underscoring how these factors intertwine with economic forecasts.

Dan Ives, a Senior Equity Analyst at Wedbush Securities, shares insights on Nvidia's earnings and the bullish sentiment around tech and AI. Blerina Urici, Chief US Economist at T. Rowe Price, discusses the complexities of the US labor market and upcoming PCE data, while Sarah House from Wells Fargo analyzes jobless claims and their implications for market trends. The trio delves into the challenges facing lower-income consumers amid rising inflation and highlights the transformative potential of AI in reshaping industries beyond expectations.

David Rosenberg, founder of Rosenberg Research, Seema Shah, chief global strategist at Principal Asset Management, and Sarah House, senior economist at Wells Fargo, dive into the latest inflation data's significant impact on markets. They explore the interplay between inflation trends and the labor market, highlighting disparities in recovery across income groups. The conversation also covers unforeseen layoffs, consumer spending shifts, and the Federal Reserve's crucial role in maintaining economic stability amidst recession risks.

Scott Chronert discusses US recession outlook and rate cuts, Sarah House previews CPI and Fed speak, Wendy Schiller breaks down DC headlines and Israel-Hamas war

Wells Fargo Senior Economist Sarah House joins the discussion on Fed Chair Powell's cautious approach towards inflation, emphasizing the uncertainty surrounding rate cuts. They analyze Powell's economic views, transparency in Federal Reserve policies, and the timing of rate decisions. Insights on inflation hitting the 2% target before any rate modifications are considered are also shared.

Wells Fargo Senior Economist Sarah House joins the podcast to discuss Fed Chair Jerome Powell's patient approach, the importance of progress towards inflation goals, potential extended period of elevated rates, impact of recent economic trends on services and goods, need for comprehensive policy approach, Federal Reserve communication strategy, Chairman Powell's cautious approach to rate cuts, and anticipation of upcoming PCE data impacting interest rate decisions.

Wells Fargo Senior Economist Sarah House joins to discuss Chair Powell's views on rate cuts, economic strength, and Fed transparency. Topics include market reactions, economic slowdowns, and the impact on inflation data and election cycles.