Solutions Economic and Market Watch

Join Antony Davies , director of economic research at CFC, as he looks at why futures markets have started pricing in rate hikes instead of cuts.  Read the transcript of this episode. Sources: Real Gross Domestic Product (GDPC1) | FRED | St. Louis Fed   Personal Consumption Expenditures: Chain-type Price Index (PCEPI) | FRED | St. Louis Fed   Personal Saving Rate (PSAVERT) | FRED | St. Louis Fed  ...

Join CFC expert John Suter , vice president of economic research, as he digs into the economics behind $7,000 NBA finals tickets and the value of experiences.  Read the transcript of this episode. Sources: https://sports.yahoo.com/articles/most-expensive-sporting-event-ever-185732307.html Contact the Economic & Market Watch team at economicresearch@nrucfc.coop . Subscribe to the Economic &...

Join Antony Davies , director of economic research at CFC, as he looks at the historical fallout of tech-based market bubbles. Sources: What’s driving stock market returns? | J.P. Morgan Asset Management Alphabet Inc. (GOOGL) PE Ratio History & Chart Since 2004 AMZN PE Ratio History & Chart Since 2003 Apple Inc. (AAPL) PE Ratio History & Chart Since 1984 META PE Ratio History & Cha...

Join CFC researchers Sam Kem, Alisha Pinto and Chris Whittle as they discuss CFC's new issue brief, "Considerations for a Changing Grid: How Are Cooperatives Ensuring Electric Reliability?"  Download the brief.   Read the transcript for this episode.  For questions and requests about industry research topics, please contact utilityresearchpolicy@nrucfc.coop . Contact the Economic & Market Watc...

Join Antony Davies , director of economic research at CFC, as he explains how conditions in each state are affecting population size and potential economic growth.   Sources: GDP (Second Estimate) and Corporate Profits, 1st Quarter 2026 Population Decline in the US by State 2024: PUB Public Sector Annual Surveys and Census of Governments GDP by State Annual growth of real gross domestic product (G...

Join CFC expert John Suter , vice president of economic research, as he looks at current rising bond yields, likely interest-rate trends and how CFC borrowers have coped with higher rates in the past. Read the transcript of this episode. Contact the Economic & Market Watch team at economicresearch@nrucfc.coop . Subscribe to the Economic & Market Watch podcast. Subscribe to our newsletter....

Join Economic & Market Watch producer Kathy Ryan for a bonus, behind-the-scenes look at how AI has changed the economic research team and the show in the past year.  Links: Read Sam's article " Hormuz: Examining Hidden Risks to Rural America ." Watch Brian Sloboda's Solutions Cast episode mentioned in the show. Watch CFC's Amy LaVigna on AI risk, governance, and oversight. Contact the Economic...

Join Sam Kem , senior economic research analyst at CFC, as she identifies which economic indicators we should be looking at in a K-shaped economy. Learn more: Read the New York Fed's " Same Shock, Different Roads? A K‑Shaped Pattern at the Pump ."  Listen to Antony Davies' episode, " Why Does Inflation Feel Worse Than the Numbers Tell Us? — May 11, 2026 ." Contact the Economic & Market Watch t...

Join Antony Davies , director of economic research at CFC, as he explains why what we feel doesn't match what we measure.  Sources: Consumer Price Index for All Urban Consumers: All Items in U.S. City Average (CPIAUCSL) | FRED | St. Louis Fed   Average Price: Coffee, 100%, Ground Roast, All Sizes (Cost per Pound/453.6 Grams) in U.S. City Average (APU0000717311) | FRED | St. Louis Fed   Table 2. Co...

Join CFC expert John Suter , vice president of economic research, as he details the factors contributing to U.S. healthcare's high prices. 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 .

Join CFC expert John Suter , vice president of economic research, as he looks at the effects of supply and demand shocks on U.S. gross domestic product (GDP) growth. 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 .

Join Sam Kem , senior economic research analyst at CFC, as she asks whether the cost of having and raising children can really explain why the U.S. fertility rate has fallen.  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 .

Join Antony Davies , director of economic research at CFC, as he explains why consumer sentiment hit an all-time low—since 1952—last month. Sources: Consumer Price Index for All Urban Consumers: All Items in U.S. City Average (CPIAUCSL) | FRED | St. Louis Fed Income After Taxes: Income After Taxes by Quintiles of Income Before Taxes: Lowest 20 Percent (1st to 20th Percentile) (CXUINCAFTTXLB0102M)...

Join Sam Kem , senior economic research analyst at CFC, as she examines the origins of economics and questions whether today's economists are just custodians of data or architects of ideas.  Mentioned on the show: From Philosopher to Technocrat: Economists Have Evolved Uncovering Hidden Flaws in 250 Years of US Worker Data Contact the Economic & Market Watch team at economicresearch@nrucfc.coo...

Join Antony Davies , director of economic research at CFC, as he explains how the Federal Open Market Committee is caught between a rock and a hard place. Sources: Personal Consumption Expenditures: Chain-type Price Index https://fred.stlouisfed.org/graph/fredgraph.png?g=1TH03&height=490  Unemployment Rate https://fred.stlouisfed.org/graph/fredgraph.png?g=1T5ys&height=490   Consumer Price...

Join CFC expert John Suter , vice president of economic research, as he explores the $110,000 difference between the federal poverty line and the line drawn in a viral Substack article. Sources: Federal Register — Annual Update of the HHS Poverty Guidelines Michael W. Green — Part 1: My Life Is a Lie MIT — Living Wage Calculator Economic Policy Institute — Family Budget Calculator Contact the Econ...

Join 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 .

Join 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 Benchmark US 10 Year Treasury Note Yield - Quote - Chart - Historical Data - News Contact the Economic &...

Join 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 Utilities Economic & Market Watch: ⁠ A Buyer's Market for Credit Economic & Market Watch: ⁠ Don't Budget for AI Costs...

Join 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 Transfer Sources: The Great Wealth Transfer and its Implications for the American Economy – Michigan Journal of Economics  Actuarial Life Table United St...

Join Sam Kem , senior economic research analyst at CFC, as she asks whether AI adoption will still produce real growth when the price goes up. 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 .

Join Sam Kem , senior economic research analyst at CFC, for her take on what massive increases in AI-driven debt issuance are about to do to the bond market. 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 .

This week, we're bringing you excerpts from our 2026 Industry and Economic Trends Report. Join CFC experts John Suter, vice president of economic research, and Jan Ahlen, vice president, utility research and policy, for their takes on the trends our research teams expect will shape 2026. Visit the full Trends Report for more, including PDF transcripts of Jan and John's videos. For questions and re...

Hint: It's not a riddle. Join Antony Davies , director of economic research at CFC, as he surveys forecasts for the economy in the year ahead. Also, in this week's brief: Comparing 2026 Economic Forecasts.   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....

Join CFC economic experts John Suter, Sam Kem and Antony Davies as they discuss what economic topics bothered them most in 2025, its biggest economic surprises, and the top three episodes of the year: What If China Sold Off US Treasurys? An Eight-Year Deadline for Social Security Americans Should Be Feeling Great About the Economy, Right? Contact the Economic & Market Watch team at economicres...