ECON-versations with NABE

Tune in as Outlook Survey Chair Yelena Maleyev, CBE , discusses the latest NABE Outlook Survey results with Survey Analysts Martin Holdrich , Jack Kleinhenz, CBE , and Yelena Shulyatyeva . This webinar was held and recorded on Monday, November 24. To download the full report, please visit NABE.com/Surveys . The November 2025 NABE Outlook presents the consensus macroeconomic forecast of 42 professi...

In this episode of The Inflation Brief  from ECON-versations with NABE , hosts ⁠ Greg Daco ⁠  and ⁠ Laura Rosner-Warburton ⁠  welcome returning guest Alan Detmeister , Senior Economist and Executive Director at UBS, to discuss how the recent government shutdown disrupted major economic data releases, including the October household survey and CPI report. The conversation explores the growing relia...

In this episode of The Labor Brief from ECON-versations with NABE , former NABE Presidents Ellen Zentner and Julia Coronado unpack the latest twists in the U.S. labor market amid a government shutdown. They explore how the “Fork in the Road” program and recent federal job cuts are distorting employment data and weighing on payrolls. The hosts discuss the sharp decline in job postings and the growi...

In this episode, hosts  Greg Daco  and Laura Rosner-Warburton  break down how the ongoing government shutdown is disrupting inflation data—and why an unprecedented pause in CPI reporting could complicate the economic outlook. They dive into the latest inflation trends, from softer-than-expected September CPI to the uneven effects of tariffs and shifting consumer behavior. With shelter costs coolin...

Hosts Ellen Zentner and Julia Coronado break down the latest ADP data showing slowing private sector job growth and discuss what it means for the broader labor market. They explore whether AI, global trade, and immigration are playing a role in weaker hiring, and why government data remains essential for understanding employment trends—especially during a government shutdown. The hosts also previe...

In this episode of The Inflation Brief , hosts Greg Daco and Laura Rosner-Warburton unpack the latest CPI report , which shows notable increases in both headline and core CPI . From rising food prices to the impact of tariffs , the conversation explores what’s driving the current inflation landscape—and why it’s more complicated than simple demand-pull or cost-push narratives. Listen in as we dive...

Hosts Ellen Zentner and Julia Coronado break down the latest jobs report, preview the upcoming BLS benchmark revisions, and discuss mounting concerns about the U.S. statistical system. They examine how policy shifts—from tariffs and immigration measures to reductions in the government workforce—are shaping employment trends across key sectors such as construction, private education, and healthcare...

On this episode, Laura Rosner-Warburton is joined by special guest Claudia Sahm, Chief Economist at New Century Advisors, for a deep dive into the latest inflation data and what it means for markets and the Fed. They unpack the mixed CPI report, surprising tariff pass-through patterns, the “gut punch” from core services inflation, and the blockbuster PPI print that shook expectations. The conversa...

Hosts, Ellen Zentner and Julia Coronado , unpack the latest jobs report, highlighting lower-than-expected job growth and historically large downward revisions that signal a broader economic slowdown. They examine how these developments have shifted market expectations toward a potential Federal Reserve rate cut in September, with further cuts possible by year-end. The discussion also explores sect...

In this episode of ECON-versations with NABE , we bring you a special replay of the July 2025 Business Conditions Survey webinar—featuring timely insights into the current business climate and what lies ahead. How are U.S. businesses navigating rising costs and shifting policy expectations? The July 2025 NABE Business Conditions Survey reveals a measured response from firms, with mounting pressure...

In this episode of The Inflation Brief , Greg Daco and Laura Rosner-Warburton unpack the latest CPI report, highlighting how rising energy costs and power market dynamics are pushing consumer prices higher. They explore the inflationary impact of tariffs on goods like food and beverages, and introduce a new way to track price pressures in tariff-sensitive sectors. The conversation also covers emer...

ECON-versations with NABE's monthly series The Labor Brief , hosted by Ellen Zentner and Julia Coronado , returns with a timely analysis of the latest payroll report, released just before the July 4th holiday. They unpack weaker private employment figures, a slight dip in the unemployment rate, and signs of employer caution despite solid headline numbers. The conversation turns to the Federal Rese...

This is a webinar replay from June 16, 2025. In this episode of ECON-versations with NABE , we dive into the results of the June 2025 NABE Outlook Survey . Our panel of survey analysts unpacks the top concerns weighing on forecasters, including the economic impact of tariffs, weaker-than-expected labor market gains, and a growing federal deficit. Tune in for insights into what these findings mean...

In this episode of ECON-versations with NABE , hosts Greg Daco (Chief Economist at EY and NABE Vice President) and Laura Rosner-Warburton (Senior Economist and Founding Partner at MacroPolicy Perspectives) are joined by special guest Alan Detmeister, Senior Economist and Executive Director at UBS, for a deep dive into the latest Consumer Price Index (CPI) trends and what they reveal about the U.S....

Welcome back to ECON-versations with NABE! In this episode, former NABE presidents Ellen Zentner and Julia Coronado break down the latest trends in the U.S. labor market—exploring the implications of slowing job growth, the ripple effects of employment data revisions, what restaurant hiring reveals about the state of tourism, the role of immigration in shaping the labor force, and more. Ellen is C...

📊 In a world awash with numbers, understanding how economic data are built—and what they really mean—is more important than ever. This one-hour webinar previews the 2025 Economic Measurement Seminar ⁠ , the go-to event for professionals who depend on high-quality, real-time economic data. You'll get a sneak peek into key topics covered at the full seminar, including: What's really behind...

This is a replay from a webinar held on May 19, 2025. NABE Survey Analysts dive into the results and take audience questions. The full report can be access by NABE members at ⁠NABE.com/Surveys⁠ .   Bryan Bezold, Senior Economist, Ford Motor Company Lester Jones, CBE, Vice President of Analytics and Chief Economist, National Beer Wholesalers Association Sara Rutledge, Founder and Chief Economist, S...

Welcome back to our monthly series on inflation and the Fed! This month, hosts Gregory Daco and Laura Rosner-Warburton are joined by guest Omair Sharif to break down the latest CPI and PPI reports. They explore how tariffs are affecting inflation metrics and price indices, discuss shifts in their economic forecasts, and consider what direction Fed policy might take in the coming months.   Greg is...

Welcome back to ECON-versations with NABE ! In this edition of our monthly labor market series, former NABE Presidents Ellen Zentner and Julia Coronado break down the April employment report and explore how it aligns—or diverges—from real-time data from Indeed. Joining the conversation is Cory Stahle from the Indeed Hiring Lab , who offers insight into current wage and hiring trends and what it al...

The initial April 2025 NABE Outlook presents the consensus macroeconomic forecast of a panel of 41 professional forecasters. The initial survey, covering the outlook for 2025 and 2026, was conducted March 18-25, 2025. In order to capture rapidly changing economic conditions, a flash survey was conducted April 7-9, 2025, and presents the consensus 2025-2026 macroeconomic forecast of 32 professional...

Welcome back to our monthly series on inflation and the Fed! Our hosts, Gregory Daco and Laura Rosner-Warburton, break down the March CPI report and the latest on tariffs with Yale Budget Lab's Ernie Tedeschi. Greg   is the Vice President of NABE and Chief Economist at EY.  Laura   is Senior Economist and Founding Partner at MacroPolicy Perspectives LLC.  Ernie  is the Director of Economics at...

Welcome back to ECON-versations with NABE! On our monthly labor series, former NABE presidents Ellen Zentner and Julia Coronado discuss the March employment report, how the Fed is reacting to policy shifts, and discuss the outlook with Burning Glass Institute's Guy Berger. ⁠ Ellen ⁠ is Chief Economic Strategist and Global Head of Thematic and Macro Investing at Morgan Stanley Wealth Management...

Welcome back to our monthly series on inflation and the Fed! Our hosts, Gregory Daco and Laura Rosner-Warburton , break down the February CPI report, highlight key takeaways, assess tariff risks to the outlook, discuss the University of Michigan inflation expectations, and explore how the Fed will balance its mandate ahead of the upcoming FOMC meeting. ⁠Greg⁠ is the Vice President of NABE and Chie...

Welcome back to ECON-versations with NABE! Former NABE Presidents Ellen Zentner and Julia Coronado discuss the February jobs and payroll report, asses the impact of federal layoffs, wrap up the NABE Policy Conference and Monetary Policy Forum, and weigh in on their outlook for the March report. Ellen is Chief Economic Strategist and Global Head of Thematic and Macro Investing at Morgan Stanley Wea...

Listen in for an in-depth analysis of the Trump Administration’s latest tariff proposals and their potential impact on global trade, U.S. industries, and the broader macroeconomy. Our expert panel examines key economic implications, including supply chain disruptions, inflationary pressures, and shifting trade alliances. We also explore the geopolitical ramifications of these policies and what the...