Podcast
Solutions Economic and Market Watch
Hosted by CFC · EN
Listen to the latest economic insights from CFC experts John Suter, Sam Kem, and Antony Davies.
25episodes
Episodes
Newest firstAll episodes
The Economics of the Conflict in the Middle East — March 9, 2026
Mar 900:10:08Tap to summarizeJoin Sam Kem, senior economic research analyst at CFC, as she outlines the effects of the conflict on energy costs, gasoline prices, inflation, bonds and U.S. financial markets.Contact the Economic & Market Watch team at economicresearch@nrucfc.coop.Visit us, download the dashboard and intelligence brief and explore other Solutions media on our website, nrucfc.coop/Solutions.
Transcribe →Reaction, Revision or Random? — March 2, 2026
Mar 200:05:57Tap to summarizeJoin Antony Davies, director of economic research at CFC, as he puts a sudden movement in the 10-year Treasury yield and a major revision in jobs numbers into perspective.Also, in this week's brief and dashboard: Economic Output Produced per GWh.Sources:Technical Notes for the CES-National BenchmarkUS 10 Year Treasury Note Yield - Quote - Chart - Historical Data - NewsContact the Economic & Market Watch team at economicresearch@nrucfc.coop. Visit us, download the dashboard and intelligence brief and explore other Solutions media on our website, nrucfc.coop/Solutions.
Transcribe →Managing the Risks of Data Centers — February 23, 2026
Feb 2300:10:02Tap to summarizeJoin CFC researchers Sam Kem and Chris Whittle as they look at the risks of building large-scale, long-duration infrastructure to fuel AI computing power with uncertain future demand.Mentioned on the show:The Data Center Surge: What 2026’s Fastest-Growing Sector Means for UtilitiesEconomic & Market Watch: A Buyer's Market for CreditEconomic & Market Watch: Don't Budget for AI Costs to Hold SteadyFor questions and requests about industry research topics, please contact utilityresearchpolicy@nrucfc.coop.Contact the Economic & Market Watch team at economicresearch@nrucfc.coop.Visit us, download the dashboard and explore other Solutions media on our website, nrucfc.coop/Solutions.
Transcribe →The Great Wealth Transfer — February 16, 2026
Feb 1300:06:13Tap to summarizeJoin Antony Davies, director of economic research at CFC, as he considers the effects the largest intergenerational transfer of wealth in history may have on the U.S. economy.Economic & Market Watch Brief, February 2, 2026: The Great Wealth TransferSources:The Great Wealth Transfer and its Implications for the American Economy – Michigan Journal of Economics Actuarial Life TableUnited States Population by Age and SexVisualizing America's Wealth by GenerationThe Fed - Distribution: Distribution of Household Wealth in the U.S. since 1989U.S. wealth distribution over time by generation 2025| StatistaFederal Reserve Bank of Boston – Estimating the Marginal Propensity to Consume MPC heterogeneity and household balance sheets.pdf Financial concerns and the marginal propensity to consume – Bank Underground Federal Reserve Bank of New York – What Would You Do With $500 Study: 66% of Young Americans Expect to Benefit from Great Wealth Transfer Consumer Price Index for All Urban Consumers: All Items in U.S. City Average (CPIAUCSL) | FRED | St. Louis FedAlso, in this week's brief: How Tech Revolutions Impact Jobs. Contact the Economic & Market Watch team at economicresearch@nrucfc.coop. Visit us, download the dashboard and intelligence brief and explore other Solutions media on our website, nrucfc.coop/Solutions.
Transcribe →The Troubled State of Social Security — April 29, 2024
Apr 29, 2024Tap to summarizeJoin expert John Suter, vice president of economic research at CFC, for his unique and easily digestible perspective on the outsized role of grocery prices in consumer sentiment.Contact the Economic & Market Watch team at economicresearch@nrucfc.coop.
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