Shows / Economic Insights by Nationwide
Episodes
Economic Insights by NationwideFed remains patient amid high uncertainty
Nationwide's Chief Economist Kathy Bostjancic and Chief Market Strategist Mark Hackett analyze the Fed's decision to once again hold the fed funds rate steady…
- Economic Insights by Nationwide
Did tariffs show up in May's CPI?
Nationwide economists Oren Klachkin and Daniel Vielhaber react to May's CPI report and discuss the impacts that tariffs could have on consumer prices…
- Economic Insights by Nationwide
Twists and turns for the tax bill and tariffs
Nationwide's Chief Economist Kathy Bostjancic and V.P. of Government Relations Ben Brewster discuss the hurdles for the tax bill and its potential economic…
- Economic Insights by Nationwide
Summer travel outlook: How sunny will vacations be this year?
How could lower consumer sentiment impact the travel industry this summer? And how much impact does travel spending have on the overall economy? Nationwide…
- Economic Insights by Nationwide
Tariffs are not impacting consumer prices, yet
Nationwide Senior Economist Ben Ayers and Economist Daniel Vielhaber analyze April's CPI data and share their outlook for potential tariff impacts on…
- Economic Insights by Nationwide
FOMC holds steady amid tariff headwinds and rising uncertainty
The FOMC held interest rates steady in May, keeping the benchmark range at 4.25 percent to 4.5 percent. Nationwide's Chief Economist Kathy Bostjancic and…
- Economic Insights by Nationwide
First 100 Days: Analyzing Trump's Economic Strategies
The rapidly changing landscape of President Trump's second term has been marked by a flurry of executive actions and significant policy shifts. Nationwide's…
- Economic Insights by Nationwide
Shifting Gears: Auto Industry Outlook
Nationwide's Senior Economist Ben Ayers and Economist Daniel Vielhaber provide their outlook for the auto market, which has been impacted by high interest…
- Economic Insights by Nationwide
Economic Trends: Hard vs Soft Data
Nationwide Senior Economist Ben Ayers and Financial Markets Economist Oren Klachkin compare the recent hard and soft economic data, why they are indicating…
- Economic Insights by Nationwide
Tariff impacts on the economy and markets
In April, the U.S. announced aggressive tariffs on its trading partners around the world. A week later, the president announced a 90-day pause in the…
- Economic Insights by Nationwide
Signs of optimism in the Ag industry
Nationwide economists Ben Ayers and Daniel Vielhaber share their outlook for the Ag sector - including an update on egg prices and the potential impact from…
- Economic Insights by Nationwide
Fed maintains its wait-and-see approach amid great uncertainty
Nationwide's Chief Economist Kathy Bostjancic and investment leader and Head of Fixed Income Brad Beman discuss the FOMC's updated macroeconomic forecast and…
- Economic Insights by Nationwide
Inflation relief amid policy uncertainty
Nationwide's Chief Economist Kathy Bostjancic and Financial Market Economist Oren Klachkin analyze current inflation trends and the impact of tariffs and…
- Economic Insights by Nationwide
What’s driving the shift in sentiment?
Following a post-election bump in November, consumer and business sentiment have subsided in recent weeks. Nationwide's economists Ben Ayers and Oren Klachkin…
- Economic Insights by Nationwide
Housing Outlook: Can home construction pick up in 2025?
Housing affordability remains a key concern in 2025 with mortgage rates rising again. And the low supply of homes on the market continues to drive up prices…
- Economic Insights by Nationwide
Tariffs and other impacts on inflation
January's CPI data continued the upward trend for inflation. What's driving this trend and how could tariffs and other economic factors further impact…
- Economic Insights by Nationwide
Fed holds steady while AI makes waves
The FOMC announced a pause in rate cuts in January. Nationwide's Chief Economist Kathy Bostjancic and Chief Market Strategist Mark Hackett provide their…
- Economic Insights by Nationwide
Economic Outlook of President Trump's First 100 Days
From tariffs and immigration…to government efficiency and budget outlook, how could President Trump's new policies shape the U.S. economy. Nationwide's Chief…
- Economic Insights by Nationwide
2025 Economic Outlook
Nationwide's Chief Economist Kathy Bostjancic, Senior Economist Ben Ayers, and Financial Market Economist Oren Klachkin provide their 2025 outlook for the…
- Economic Insights by Nationwide
Fed sets the stage for a pause in early 2025
Chief Economist Kathy Bostjancic and Financial Markets Economist Oren Klachkin discuss the FOMC's December rate cut and the possibility for further cuts in…
Economic Insights by NationwideInflation's impact on interest rates and economic trends
Nationwide's Chief Economist Kathy Bostjancic and Senior Economist Ben Ayers provide their analysis of November's CPI report and how it could impact the FOMC's…
- Economic Insights by Nationwide
How did employment trends shift in 2024?
Job growth has struggled recently with weaker data and downward revisions in October. What's driving this downward trend? Senior Economist Ben Ayers and…
Economic Insights by NationwideChina’s slowdown and other global risks
Nationwide’s Chief Economist Kathy Bostjancic and Portfolio Manager and Head of Emerging Markets Rebecca Wilder provide their outlook on China's struggling…
Economic Insights by NationwideHoliday Shopping Outlook: How cheerful are consumers this year?
How may inflation impact holiday shopping this year. And how could this impact economic growth? Senior Economist Ben Ayers and Economist Daniel Vielhaber…
- Economic Insights by Nationwide
October CPI: Could inflation's uptick delay Fed easing?
Nationwide Senior Economist Ben Ayers shares his analysis of October's CPI report and how the uptick in inflation could impact our outlook for additional rate…
Economic Insights by NationwideFed cuts rates again — what's next?
The Federal Reserve held their November meeting to announce a 25 basis point rate cut. Nationwide's Chief Economist Kathy Bostjancic shares her insights on…
- Economic Insights by Nationwide
Q3 GDP: Sustained Growth or Emerging Weakness?
Nationwide Senior Economist Ben Ayers and Economist Daniel Vielhaber analyze the Q3 GDP report and provide their outlook for interest rate cuts and continued…
- Economic Insights by Nationwide
Navigating market uncertainties during an election
Kathy Bostjancic, Nationwide’s Chief Economist, and Kevin Jestice, President, Nationwide Funds, discuss the concerns many investors have ahead of the national…
Economic Insights by NationwideMonthly Review: Improved data calm growth concerns, October 2024
The Monthly Review for October is now available. Hear more analysis from its contributors Ben Ayers, Oren Klachkin, and Daniel Vielhaber. Click here to view…
Economic Insights by NationwideCould firmer data impact additional rate cuts this year?
Chief Economist Kathy Bostjancic and Financial Market Economist Oren Klachkin look closely at recent employment and inflation data and how they impact our…
- Economic Insights by Nationwide
Navigating the AI Wave: New Breakthroughs and Economic Trends
Nationwide’s Chief Technology Officer Jim Fowler and Chief Economist Kathy Bostjancic discuss recent breakthroughs and economic trends related to AI and the…
Economic Insights by NationwideMonthly Review: Fed rate cut arrives as labor market softens, September 2024
The Monthly Review for September is now available. Hear perspectives and analysis from its contributors Ben Ayers, Oren Klachkin, and Daniel Vielhaber. Click…
Economic Insights by NationwideWhat's the Fed signaling with its half point rate cut?
In its September meeting, the FOMC announced a cut in the fed funds rate of 50 bps - its first cut in over four years. Nationwide's Chief Economist Kathy…
- Economic Insights by Nationwide
Inflation Eases - Will the Fed follow suit?
Nationwide Senior Economist Ben Ayers and Economist Daniel Vielhaber discuss the slowing trend in inflation and how this might impact the Fed's decision to…
- Economic Insights by Nationwide
How concerning is the labor market slowdown?
Nationwide's Chief Economist Kathy Bostjancic and Senior Economist Ben Ayers discuss the health of the labor market. How long could job growth continue to slow…
- Economic Insights by Nationwide
How lower rates could boost housing
How could lower interest rates impact home sales? When could it become more affordable to buy a house again? Nationwide Senior Economist Ben Ayers and…
- Economic Insights by Nationwide
Focus on the Consumer: Back-to-School Edition
Nationwide's Chief Economist Kathy Bostjancic and Senior Economist Ben Ayers provide an update on the current strength of the consumer, the impact of…
Economic Insights by NationwideMonthly Review: Concerns grow for the forward outlook
The Monthly Review for August is now available. Hear perspectives and analysis from its contributors - Nationwide economists Ben Ayers, Oren Klachkin, and…
Economic Insights by NationwideThe job machine slows and markets sharply selloff
After many months of robust job gains, the labor market now looks to be losing steam. Small cracks in the labor market are widening, and the forward-looking…
- Economic Insights by Nationwide
Fed sets the stage for a rate cut
The Fed kept rates steady again at their July meeting, but signaled it's getting ready to loosen monetary policy. Policymakers now see the economy as being in…
- Economic Insights by Nationwide
Midyear review of the economy and financial markets
How have the economy and financial markets performed in the first six months? Is inflation getting closer to the Fed's two percent goal? And what is the…
Economic Insights by NationwideHas inflation cooled enough for the Fed?
Inflation has settled into a markedly cooler trend in recent months. This has fueled speculation that the Fed could cut rates soon, especially with the labor…
- Economic Insights by Nationwide
Midyear Roundtable: What surprises have we seen so far?
In an economic roundtable discussion, Nationwide's Chief Economist Kathy Bostjancic, Chief of Investment Research Mark Hackett and Chief Investment Officer and…
- Economic Insights by Nationwide
What are small business owners saying about the economy?
Small business owners are at the heart of the U.S. economy. And many owners are juggling the stresses of running a successful business and planning for their…
- Economic Insights by Nationwide
High hopes for a soft landing
Nationwide’s Chief Economist Kathy Bostjancic and Nationwide’s Head of Fixed Income Brad Beman discuss what a soft landing could mean for the economy and…
- Economic Insights by Nationwide
Where are the job openings?
Senior Economist Ben Ayers and Financial Market Economist Oren Klachkin share their outlook on employment and discuss the sectors and locations where firms are…
- Economic Insights by Nationwide
Beyond the balance sheet – How U.S. corporations and the economy are performing
The economy continues to show strength, especially in terms of job growth and consumer spending. How does this align with recent corporate earnings reports?…
- Economic Insights by Nationwide
Summer Travel Outlook: Inflation’s impact on the travel industry
How could rising inflation and credit card debt impact the travel industry this summer? And how much impact does travel have on the overall economy? Senior…
- Economic Insights by Nationwide
When could rental inflation finally roll over?
Consumer prices posted another solid increase in April as inflation remains stubborn. The cost of services remains the biggest concern, with rental inflation…
- Economic Insights by Nationwide
Weathering the storm: Safeguarding businesses from hurricanes
The 2024 hurricane forecast calls for 23 named storms – including 11 hurricanes. Nationwide’s Chief Economist Kathy Bostjancic and Nationwide’s President of…
- Economic Insights by Nationwide
The Fed's pause just got a little longer
Nationwide’s Chief Economist Kathy Bostjancic and Financial Market Economist Oren Klachkin discuss the Fed's decision to keep rates steady in May. Policymakers…
- Economic Insights by Nationwide
Consumers fuel growth in the first quarter
The U.S. economy lost a little momentum in the first quarter, but the underlying trends remain solid. Spending by consumers remains the most buoyant part of…
- Economic Insights by Nationwide
Global economic outlook amid heightened uncertainty
Nationwide’s Chief Economist Kathy Bostjancic and Portfolio Manager and Head of Emerging Markets Rebecca Wilder share their global economic outlook amid…
- Economic Insights by Nationwide
Hot inflation could delay rate cuts
What’s driving the higher-than-expected inflation readings? Nationwide’s Chief Economist Kathy Bostjancic and Financial Market Economist Oren Klachkin provide…
- Economic Insights by Nationwide
Preview of the NMI Quarterly Report - Q2 2024
The latest edition of the quarterly NMI will launch April 10. Its author, Oren Klachkin, provides a sneak preview of the report and highlights key pages. To…
- Economic Insights by Nationwide
Can anything slow down the consumer?
Nationwide's Chief Economist Kathy Bostjancic and Senior Economist Ben Ayers discuss the state of the consumer and how strong spending could impact our…
- Economic Insights by Nationwide
Fed funds rate cuts are still on course for this year
With inflation still running hot and consumers still strong, the FOMC held the fed funds rate steady at their March meeting. They also released their new macro…
- Economic Insights by Nationwide
The Fed is still waiting for cooler inflation
Consumer inflation has been hotter than the Federal Reserve has hoped for - amid resilient spending by consumers and hiring by businesses. Much of the focus…
Economic Insights by NationwideCongress avoids a shutdown, but for how long?
Congress struck a deal in March to avert a government shutdown. What did this agreement tell us about the current spending priorities of congress? And how…
- Economic Insights by Nationwide
Where could investors move their money when rates go lower?
After a very long tightening cycle, the FOMC is poised to lower the fed funds rate this year. Nationwide's Chief Economist Kathy Bostjancic and Chief of…