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That big payrolls miss and the US outlook plus AI's energy demands
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Manage episode 497749418 series 3410672
Does July's grim US jobs report vindicate the Fed's dissenters who pushed for rate cuts this week? Deputy Chief North America Economist Stephen Brown and Deputy Chief Markets Economist Jonas Goltermann unpack what the latest data reveal about the health of the US economy, the Fed’s strategy and how markets are reacting. Plus, with AI's global rollout pointing to formidable energy demands, Climate and Commodities Economist Olivia Cross explains where the supply will come from.
Analysis and events referenced in this episode:
Read: Tariff impact on inflation slowly building
Data: Tariff Impact Model
Data: China-US Rerouting dashboard
Read: How the AI race will reshape global energy markets
Key Issue: The economic and market impact of AI
176 Episoden
Fetch error
Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on November 14, 2025 15:55 ()
What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.
Manage episode 497749418 series 3410672
Does July's grim US jobs report vindicate the Fed's dissenters who pushed for rate cuts this week? Deputy Chief North America Economist Stephen Brown and Deputy Chief Markets Economist Jonas Goltermann unpack what the latest data reveal about the health of the US economy, the Fed’s strategy and how markets are reacting. Plus, with AI's global rollout pointing to formidable energy demands, Climate and Commodities Economist Olivia Cross explains where the supply will come from.
Analysis and events referenced in this episode:
Read: Tariff impact on inflation slowly building
Data: Tariff Impact Model
Data: China-US Rerouting dashboard
Read: How the AI race will reshape global energy markets
Key Issue: The economic and market impact of AI
176 Episoden
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