Share
The official podcast of Rampver Financials. Delivering the best talks, advice, and recommendations about personal finance, investing, entrepreneurship, and success. Subscribe and never miss an episode!
…
continue reading
Manage episode 515752921 series 3633667
Content provided by Michael Kantrowitz. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michael Kantrowitz or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
In this week's podcast episode, we dive into the nuances of missing government data with Piper Sandler Economist Jake Oubina. He highlights the reliability of alternative data sources like the Adobe Digital Price Index and various private surveys. We discuss the accuracy concerns surrounding Non-Farm Payroll (NFP) reports and how private data could steer better insights. Additionally, we focus on recent inflation trends, particularly the impact of tariffs on margins, and delve into the data from the latest CPI report. The conversation also extends to labor market conditions, consumer sentiment, and the potential influence of AI and energy costs on the economy. Looking ahead, Jake provides a bullish yet cautious economic and market outlook for the next 6-12 months, examining potential scenarios influenced by fiscal policies and CapEx trends.
For full disclosure information visit: http://www.pipersandler.com/researchdisclosures
44 episodes
))
