Two CFA professionals crack open everyday’s Wall Street Journal, distilling the essential headlines, the biggest winners and losers.
The show is conversational—no jargon, no rambling—but backed by decades of combined experience on the research desk and trading floor.
Perfect for your commute, coffee break, or pre-market scan.
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Two CFA professionals crack open everyday’s Wall Street Journal, distilling the essential headlines, the biggest winners and losers.
The show is conversational—no jargon, no rambling—but backed by decades of combined experience on the research desk and trading floor.
Perfect for your commute, coffee break, or pre-market scan.
Fed's Immigration Theory Wrong? UBS Exposes Economic Truth
the Wall Street Journal Podcast
6 minutes 1 second
5 months ago
Fed's Immigration Theory Wrong? UBS Exposes Economic Truth
UBS latest report challenges Fed Chair Powell's "immigration shock" narrative on US economic slowdown. Data reveals weakness stems from demand shortfall, not population decline, with GDP growth at mere 1.2% annualized and unemployment rising to 4.25%. New tariffs expected to push core PCE inflation to 3.4% while dragging growth by 0.1-0.2pp. UBS forecasts Fed will cut rates 25bps in September, totaling 100bps by year-end.
the Wall Street Journal Podcast
Two CFA professionals crack open everyday’s Wall Street Journal, distilling the essential headlines, the biggest winners and losers.
The show is conversational—no jargon, no rambling—but backed by decades of combined experience on the research desk and trading floor.
Perfect for your commute, coffee break, or pre-market scan.
