Economic Take
Inflation’s Most Useful Indicators

Inflation’s Most Useful Indicators

January 18, 2022

When it comes to inflation, it takes two to tango—aggregate demand and aggregate supply. Comparing prices to the pre-pandemic world of 2019 tells a remarkably different story than a one-year lookback. 

Business Leaders Feel Good About ’22

Business Leaders Feel Good About ’22

January 11, 2022

In our 2022 Business Leaders Outlook survey, we found that business leaders across the U.S. have a rosy view of the year ahead. While pandemic-driven challenges linger, they’re not really getting in the way of growth and profits.

A Round of Applause for 2021

A Round of Applause for 2021

December 21, 2021

It may not feel like it with the market trending down in the last month, but in 2021 we witnessed a remarkably fast economic recovery. And there’s good reason to be upbeat for 2022.

Why Car Sales Will Steer 2022’s Economic Growth

Why Car Sales Will Steer 2022’s Economic Growth

December 14, 2021

The economy is expected to grow steadily in 2022, but there are a few reasons that shouldn’t worsen current pricing pressures.

 

 

Underneath the Surface of the Jobs Numbers

Underneath the Surface of the Jobs Numbers

December 7, 2021

The Fed’s ultimate goal of stable inflation requires aggregate demand to align with aggregate supply. That hinges on the supply of labor, and unemployment is the best measure of that alignment.

Looking for Blame in All the Wrong Places

Looking for Blame in All the Wrong Places

November 30, 2021

Even though we know the culprit behind inflation, we’re still susceptible to superstition. We tend to link inflation headlines with monetary and fiscal policy actions. Jim debunks a few popular misconceptions about recent Fed activity.

A Tailwind for the Travel Industry

A Tailwind for the Travel Industry

November 23, 2021

The air travel industry never shut down during the pandemic, but it certainly felt the effects. Airline trends offer us fast insight into business travel and tourism patterns. As COVID-19 cases dip and passenger counts rise, it looks like smoother skies are ahead.

 

Asset Prices and the Fed

Asset Prices and the Fed

November 16, 2021

Though the Federal Reserve keeps an eye on asset prices, it won’t set targets. That’s because mandates on inflation and employment mean the Fed’s plate is plenty full.  Plus, a look at historical norms and why they may not apply to modern asset  valuations.

We want to hear from you! We’re looking to learn more about listeners of Economic Take to improve and evolve the podcast. jpmorgan.surveymonkey.com/r/economictake

 

Major Shifts in the Healthcare Sector

Major Shifts in the Healthcare Sector

November 9, 2021

Jim is joined by J.P. Morgan healthcare expert Lauren Ruane to discuss trends in the healthcare sector and what’s changed in the pandemic. Key themes include how technology and innovation are shaping the sector’s future. Lauren also covers patients as savvy consumers, remote care and behavioral health taking center stage, and why the sector’s labor shortage is likely to intensify.

Why Aren’t Consumers Seeing the Same Thing That Businesses Are Seeing?

Why Aren’t Consumers Seeing the Same Thing That Businesses Are Seeing?

November 2, 2021

Though they’re both climbing, price increases on materials are outpacing hikes on retail shelves. That’s partially because labor costs matter more when it comes to consumer prices.

We want to hear from you! We’re looking to learn more about listeners of Economic Take to improve and evolve the podcast. jpmorgan.surveymonkey.com/r/economictake 

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