Michael Feroli

Michael Feroli, Chief U.S. Economist at J.P. Morgan, offers sharp macroeconomic perspective on the March jobs report. He discusses payroll rebounds and sector swings. He highlights slowing labor supply and greater payroll volatility. He flags early signs of AI reshaping employment and risks from higher energy prices, plus how the data could influence Fed policy.

In a riveting discussion, Michael Feroli, Chief U.S. economist at J.P. Morgan, and Jay Barry, Head of Global Rates Strategy, dissect the implications of the longest government shutdown in U.S. history. Feroli highlights that the shutdown could deduct around 0.25 percentage points from GDP weekly, leading to weaker consumer sentiment. Meanwhile, Barry delves into Treasury market reactions and potential shifts in Fed expectations. They also explore which sectors are most vulnerable and the broader economic uncertainties caused by missing government data.

Economists Feroli, Kaiser, and Luzzetti analyze Fed decisions, equity markets, and economic data. Prof. Schiller discusses Biden, Trump, and DC headlines. The podcast delves into potential GDP, inflation impact, market outlook, and reflections on G7 summit.

Economists Jonathan Pingle, Steve Englander, and Michael Feroli discuss the Fed's rate cuts, inflation, and the possibility of a US recession post Jay Powell's presser. They analyze the challenges of tight monetary policy, inflation management, and the economic outlook. The conversation also touches on unilateral intervention in FX markets, financial planning simplicity, job market struggles, and experiences at pretentious events and Michelin-rated restaurants.

Join Michael Feroli, Chief U.S. Economist and Jay Barry, Co-Head of U.S. Rates Strategy as they discuss why the U.S. economy is not slowing down, the possibility of a 'soft landing', and when inflation is expected to stabilize. They also analyze factors affecting yield movement, long-term rates, and supply and demand risks in the current economic landscape.