Clarifying the Complex from Nationwide

Financial markets have been volatile this week and inflation continues to be high. The FOMC held their January meeting today and provided their outlook on Fed policy. Nationwide's Deputy Chief Economist Bryan Jordan and Senior Economist Ben Ayers share their perspective on what the Fed may be signaling and the outlook on potential tightening for this year and beyond. [NFM-20130AO.19]

Nationwide's Chief Economist David Berson and Deputy Chief Economist Bryan Jordan discuss the state of the consumer and the impact that retail spending and consumer activity could have on the overall economy and financial markets. [NFM-20130AO.18]

The new year begins with the historically high inflation rates, resulting from lingering Covid-related supply chain disruptions and expansionary fiscal and monetary policy. The unemployment rate continues to improve, drawing closer to pre-pandemic levels, with many companies unable to fill job openings. And the Fed has hinted at a more hawkish approach this year, with expectations for tightening monetary policy. Nationwide's Chief Economist David Berson and Senior Economist Ben Ayers share their 2022 outlook for the economy, Fed policy and how the financial markets could be impacted. [NFM-20130AO.17]

Nationwide’s Deputy Chief Economist Bryan Jordan provides highlights and perspective of the Nationwide Market Insights quarterly report for the beginning of Q1 2022. To view the quarterly report while you listen to this podcast, visit nationwidefinancial.com/economics

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Nationwide’s Deputy Chief Economist Bryan Jordan and Senior Economist Ben Ayers discuss the FOMC’s December meeting and what the Fed chair said about the change in the pace of tapering asset purchases. Bryan and Ben also provide their perspective on when federal funds rates may increase and how that could impact the economy in 2022. [NFM-20130AO.15]

Nationwide’s Chief Economist David Berson and Deputy Chief Economist Bryan Jordan reflect on recent inflation and consumer sentiment data. Inflation remains hot and is still well above the Fed’s long term goals. David and Bryan share their thoughts on inflation, inflation expectations, and Fed policy. [NFM-20130AO.14]

Nationwide’s Deputy Chief Economist Bryan Jordan and Senior Economist Ben Ayers provide their perspective on November’s Employment Report and how it paints a picture of the current labor market and the overall economy. NFM - 20130AO.13

This week saw very positive data across the economy, including retail sales, the National Association of Home Builders housing market index, and industrial production. Yet supply chains are still strained and inflation is at its highest level in several years. Nationwide’s Chief Economist David Berson and Senior Economist Ben Ayers provide their perspective on these reports and whether or not they suggest a pickup in the economy ahead. [NFM-20130AO.12]

Consumer price data for October were released this week and the CPI was much hotter than expected, especially for this point of the business cycle. Nationwide’s Deputy Chief Economist Bryan Jordan and Senior Economist Ben Ayers share their perspectives on if inflation is mostly the result of Covid’s disruptions to supply chains and how the Fed might react to it. [NFM-20130AO.11]

The FOMC recently announced that it would begin to reduce the pace of its asset purchases this month, marking the beginning of the end of an easing cycle launched more than two years ago. Also, October’s employment report provided very strong numbers for job market. Nationwide’s Chief Economist David Berson and Deputy Chief Economist Bryan Jordan provide their analysis on these two events and how they will impact the economy. [NFM-20130AO.10]