Keeping it Real Podcast with Dr. Kuehl

Season 6, Episode 28: Welcome back to a new episode of Keeping it Real with Dr. Kuehl. This week, Dr. Chris Kuehl gives an update on transportation & supply chain challenges.

ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 6, Episode 28 (9:07 in length), ASA Chief Economist Dr. Chris Kuehl discusses fuel, workforce challenges, consolidation, supply chains and transportation costs.

• Did we get what we expected with the fuel crisis? Was anyone surprised?
• What is the industry itself reacting to?
• Workforce shortage discussion - predictable or not?
• Required retirement, is this becoming a big issue?
• Is there a permanent problem with infrastructure?
• Consolidation is a big conversation - how are ASA members effected? Is anyone at risk?
• How long should we watch the supply chain?
• Transportation is a cost - is anyone actually making money?
• Where is the U.S. transportation grid ranked? Are we failing??

Ask Dr. Kuehl a Question!

Have a question or topic for Chris Kuehl that you would like answered on this podcast or on his monthly ASA members only webinar?

Email it to Brianna Dovichi at [email protected]

Season 6, Episode 27: Welcome back to a new episode of Keeping it Real with Dr. Kuehl. This week, Dr. Chris Kuehl talks about the economic data from this week.

ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 6, Episode 27 (7:20 in length), ASA Chief Economist Dr. Chris Kuehl discusses the data changes and the four things that happened this week in the economy that effects ASA members.

• The big jump in the ten year bond yield - are the bond buyers nervous?
• What are the bond buyers looking at??
• How much has the yield gone up?
• Is there any control on the bond market?
• Inflation on the construction sector - what is driving this?
• Why is there a stall in the existing housing market?
• Oil prices... they were falling, and then they weren't - why?
• Is there a lot of volatility as the oil market is concerned?
• Do tariffs have impact on the U.S. vs Canada?
• What industries are affected by these tariffs? When can we actually relax?

Ask Dr. Kuehl a Question!

Have a question or topic for Chris Kuehl that you would like answered on this podcast or on his monthly ASA members only webinar?

Email it to Brianna Dovichi at [email protected]

Season 6, Episode 26: Welcome back to a new episode of Keeping it Real with Dr. Kuehl. This week, Dr. Chris Kuehl talks about the oil streak ending.

ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 6, Episode 26 (7:44 in length), ASA Chief Economist Dr. Chris Kuehl discusses oil!

• What did the price per barrel jump to over night?
• Why did this happen?
• Is there a crisis regarding oil transportation in the Middle East?
• Admission by the administration - will this be solved by the November election?
• What conversation has come out of the White House?
• Do they know for sure that the global reserves have been used up?
• What results in this and what is being reflected?
• High pump prices - does this affect multiple sectors?
• Diesel is already a crisis - now do we have to worry about normal gasoline?
• Holiday retail, what does this have to do with anything?

Ask Dr. Kuehl a Question!

Have a question or topic for Chris Kuehl that you would like answered on this podcast or on his monthly ASA members only webinar?

Email it to Brianna Dovichi at [email protected]

Season 6, Episode 25: Welcome back to a new episode of Keeping it Real with Dr. Kuehl. This week, Dr. Chris Kuehl talks about the latest labor data, stronger-than-expected job growth and what it means for the economy.

ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 6, Episode 25 (7:44 in length), Dr. Kuehl breaks down the encouraging employment numbers, the ongoing shortage of skilled workers and how workforce challenges may affect business productivity.

• Were the latest labor numbers better than expected?
• Where did the economy add 162,000 jobs?
• Why did job growth improve after several slower months?
• How did seasonal hiring affect the latest numbers?
• Why are companies struggling to find trained and experienced workers?
• Are businesses hiring untrained employees and training them internally?
• How long does it take for a new employee to become fully productive?
• Could workforce training slow business growth and capacity utilization?
• What is capacity utilization and why does it matter?
• Which industry experienced the largest employment gains?
• Is the healthcare sector beginning to recover from pandemic-related workforce losses?
• Could retail hiring provide another boost in the coming months?

Ask Dr. Kuehl a Question!

Have a question or topic for Chris Kuehl that you would like answered on this podcast? Email it to Brianna Dovichi at [email protected].

Season 6, Episode 24: Welcome back to a new episode of Keeping it Real with Dr. Kuehl. This week, Keith Prather, Armada's very own, talks to members about oil prices, interest rates and the latest tariff developments.

With ASA Chief Economist Dr. Chris Kuehl out this week, Keith Prather of Armada is stepping in to deliver the latest economic update. In Season 6, Episode 24 (8:21 in length), Keith breaks down three major events ASA members should be watching and what they could mean for the second half of the year.

• What is the current price per barrel of oil?
• Are oil prices elevated?
• Are we seeing a ripple effect across other parts of the market?
• What are the implications of the current bond rates?
• How are the bond market and oil prices connected?
• What was the final ruling on tariffs?
• What do we still not know about the tariff rulings?
• Why could the Section 338 tariff on Canada directly affect ASA members?
• Which sectors could be impacted the most?
• Could the Federal Reserve’s upcoming decision result in an interest-rate hike?
• What should ASA members expect during the second half of the year?

Ask Dr. Kuehl a Question!

Have a question or topic for Chris Kuehl that you would like answered on this podcast? Email it to Brianna Dovichi at [email protected].

Season 6, Episode 23: Welcome back to a new episode of Keeping it Real with Dr. Kuehl. This week, Dr. Chris Kuehl talks about how come the news has been good lately??

ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 6, Episode 23 (7:59 in length), ASA Chief Economist Dr. Chris Kuehl discusses the encouraging news lately and what does it really mean?

• Inflation numbers down - is this a trend??
• Job growth as bad as we thought it would be?
• The second quarter numbers - what did we end up with?
• What are third quarter predications?
• Why are we seeing decent numbers??
• Seasonal change, what does this have to do with things?
• Are companies waiting for economic data to tell them what to do?
• Are companies constantly adjusting?
• Are we going into a golden period??
• What is beginning to emerge after a year?

Ask Dr. Kuehl a Question!

Have a question or topic for Chris Kuehl that you would like answered on this podcast or on his monthly ASA members only webinar?

Email it to Brianna Dovichi at [email protected]

Season 6, Episode 22: Welcome back to a new episode of Keeping it Real with Dr. Kuehl. This week, Dr. Chris Kuehl talks to members about politics...

ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 6, Episode 22 (6:58 in length), ASA Chief Economist Dr. Chris Kuehl gives a report on the transition of the political season.

• Why are primary elections very different than general elections in terms of strategy?
• What issues usually get discussed for each election?
• How to get people to show up to the polls who usually don't vote?
• What drives people to vote? What does the economy have to do with it?
• Inflation, employment, GDP growth, retirement - are these big ticket items?
• Is the data favorable for the folks talking about the economy?
• Is this data / votes all dependable on the region?
• What should we watch for as the elections get closer?
• Is there a lot that politicians can do with economic trends?

Ask Dr. Kuehl a Question!

Have a question or topic for Chris Kuehl that you would like answered on this podcast? Email it to Brianna Dovichi at [email protected].

Season 6, Episode 21: Welcome back to a new episode of Keeping it Real with Dr. Kuehl. This week, Dr. Chris Kuehl talks to members about central banks and interest rates.

ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 6, Episode 21 (7:42 in length), ASA Chief Economist Dr. Chris Kuehl gives a report on rate structure and what impact this has.

• What has the residential market always responded to?
• Is there anything magic about a 4% yield?
• What response do we get with a ten year bond? Who is responding particularly?
• What did The Fed discuss this past week?
• How do we deal with inflation?
• Which banks have been considering a rate hike?
• What is encouraged when rates are being lowered?
• Leading a horse to water... but you can't make them drink it
• Are we expecting rate hikes? What is the biggest concern with inflation numbers?
• What is pushing inflation? What should we watch for from The fed?
• August meeting with the central banks - what commentary will we see?

Ask Dr. Kuehl a Question!

Have a question or topic for Chris Kuehl that you would like answered on this podcast? Email it to Brianna Dovichi at [email protected].

Season 6, Episode 20: Welcome back to a new episode of Keeping it Real with Dr. Kuehl. This week, Keith Prather, Armada's very own, talks to members about three big events... why are these important for ASA members?

ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 6, Episode 20 (7:26 in length), ASA Chief Economist Dr. Chris Kuehl is handing this weeks episode over to Keith Prather, who gives an update on what ASA members should watch for.

• What is the current price per barrel?
• Are oil prices elevated?
• Are we seeing a ripple effect with other parts of the market?
• What are the implications with the current bond rates?
• Bond market and oil prices - what are these linked to?
• What was the final ruling of tariffs?
• What don't we know at this stage of tariff rulings?
• Section 338 tariff on Canada - why does this hit ASA members?
• What sectors will this be critical to?
• Are we in for a hike with the Fed's decision coming up?
• What should we expect for the second half of the year?

Ask Dr. Kuehl a Question!

Have a question or topic for Chris Kuehl that you would like answered on this podcast? Email it to Brianna Dovichi at [email protected].

Season 6, Episode 19: Welcome back to a new episode of Keeping it Real with Dr. Kuehl. This week, Dr. Chris Kuehl talks about the supply chain.

ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 6, Episode 19 (9:18 in length), ASA Chief Economist Dr. Chris Kuehl discusses how the supply chain is affecting everyone - including ASA members.

• What has been the impact from the Middle East on the supply chain?
• Fuel supplies - are people getting concerned?
• Domestic supply chain - what really stands out?
• Spot rates high, where are we seeing them up? Is this cascading through the economy?
• Are we seeing higher logistic costs? What % is saying yes?
• What is the upshot of all of this?
• Have we avoided immediate impact of higher oil prices?
• Freight sector in danger - does that affect everything else?
• Ceasefire vanished... what is the bottom line?
• Ceasefire combined with a war - what does this do to oil prices all year round?

Ask Dr. Kuehl a Question!

Have a question or topic for Chris Kuehl that you would like answered on this podcast or on his monthly ASA members only webinar?

Email it to Brianna Dovichi at [email protected]