Name: Softer data doesn't guarantee a soft landing by Nationwide Economics
Duration: 19 min 23 s
Description: Inflation is easing and consumers continue to spend. But this may not lead to a soft landing as some pundits are calling for. Nationwide’s Senior Economist Ben Ayers and Financial Market Economist Oren Klachkin provide their thoughts on recent inflation and consumer data as we near the biggest shopping day of the year. [NFM - 22911AO]

Inflation is easing and consumers continue to spend. But this may not lead to a soft landing as some pundits are calling for. Nationwide’s Senior Economist Ben Ayers and Financial Market Economist Oren Klachkin provide their thoughts on recent inflation and consumer data as we near the biggest shopping day of the year. [NFM - 22911AO]

Softer data doesn't guarantee a soft landing

What’s driving the higher-than-expected inflation readings? Nationwide’s Chief Economist Kathy Bostjancic and Financial Market Economist Oren Klachkin provide their analysis of March's CPI data and their outlook on Fed policy. [NFM-22911AO]

Hot inflation could delay rate cuts

Nationwide’s Chief Economist Kathy Bostjancic and Portfolio Manager and Head of Emerging Markets Rebecca Wilder share their global economic outlook amid geopolitical tensions and a record level of elections around the world this year. [NFM-22911M9]

Global economic outlook amid heightened uncertainty

The U.S. economy lost a little momentum in the first quarter, but the underlying trends remain solid. Spending by consumers remains the most buoyant part of the growth story, fed by strong job gains and rising incomes. Nationwide's Senior Economist Ben Ayers and Economist Daniel Vielhaber discuss the Q1 GDP data and share their outlook for rest of 2024. [NFM-22911AO]

Consumers fuel growth in the first quarter

Nationwide’s Chief Economist Kathy Bostjancic and Financial Market Economist Oren Klachkin discuss the Fed's decision to keep rates steady in May. Policymakers are still keen to lower interest rates, but the timing and extent of policy easing are somewhat unclear as economic activity remains buoyant and inflation isn’t falling as fast as they hoped. When do we expect to see lower rates and how much easing could occur? [NFM-22911AO]

The Fed's pause just got a little longer

The 2024 hurricane forecast calls for 23 named storms – including 11 hurricanes. Nationwide’s Chief Economist Kathy Bostjancic and Nationwide’s President of Standard Commercial and Excess & Surplus Lines Russ Johnston discuss the economic impact of storms and how business owners can prepare for hurricanes. What is the economic impact from weather and climate disasters? What can business owners do to protect property and reduce business loss? [NFM-22911AO]

Weathering the storm: Safeguarding businesses from hurricanes

Consumer prices posted another solid increase in April as inflation remains stubborn. The cost of services remains the biggest concern, with rental inflation still not cooling as quickly as projected. How big of a factor will rents be over the coming year? Senior Economist Ben Ayers and Financial Market Economist Oren Klachkin discuss the latest inflation outlook. [NFM-22911AO]

When could rental inflation finally roll over?

How could rising inflation and credit card debt impact the travel industry this summer? And how much impact does travel have on the overall economy? Senior Economist Ben Ayers and Economist Daniel Vielhaber provide their outlook on the summer travel season. [NFM-22911AO]

Summer Travel Outlook: Inflation’s impact on the travel industry

The economy continues to show strength, especially in terms of job growth and consumer spending. How does this align with recent corporate earnings reports?

Has inflation or productivity improvements from AI technology had any impact on corporate performance? 

Nationwide's Chief of Investment Research Mark Hackett and Financial Market Economist Oren Klachkin share their insights on GDP and recent corporate earnings reports. [NFM-23971M1]

Beyond the balance sheet – How U.S. corporations and the economy are performing

Senior Economist Ben Ayers and Financial Market Economist Oren Klachkin share their outlook on employment and discuss the sectors and locations where firms are still growing their workforce. What did we learn from the recent JOLTS figures? What is the current ratio of job openings to unemployed workers? [NFM-22911AO]

Where are the job openings?

Nationwide’s Chief Economist Kathy Bostjancic and Nationwide’s Head of Fixed Income Brad Beman discuss what a soft landing could mean for the economy and financial markets. [NFM-22911AO]

Softer data doesn't guarantee a soft landing

Nationwide Economics

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