Mike Feroli

Mike Feroli, Chief U.S. economist at J.P. Morgan, gives a concise macro outlook in this conversation. He breaks down labor market momentum, benchmark job-data revisions, and how tech CapEx is shaping demand. He also discusses what would trigger Fed rate cuts and how a new Fed chair could shift policy and balance-sheet strategy.

Mike Feroli, chief U.S. economist at J.P. Morgan, offers crisp macro analysis in this conversation. He dissects a weak payroll print with a falling unemployment rate. He links GDP growth to hours and productivity. He weighs early signs of AI-driven productivity, debates the Fed's likely pause, and outlines fiscal and inflation forces shaping 2026.

Mike Feroli, J.P. Morgan's chief U.S. economist, dives into the solid April jobs report, noting the addition of 177,000 jobs despite economic uncertainties. He discusses how trade and tariff policies are shaping job growth, particularly in distributive services. The conversation shifts to the Federal Reserve's potential interest rate cuts amidst labor market changes. Feroli highlights economic resilience, consumer sentiment, and the impacts of fiscal policies like tax cuts on growth projections and inflation concerns.

Mike Feroli, Chief U.S. Economist at J.P. Morgan, and Phoebe White, Head of U.S. Inflation Strategy, dissect the recent July employment report, revealing a modest rise in unemployment and wage growth declines. They analyze the participation rates and sector-specific job gains, while also addressing the broader economic growth of just 1%. The duo explores the Federal Reserve's potential for rate cuts amidst a softening economy, highlighting the market’s expectations for continued easing through next year.

Join Mike Feroli, Chief U.S. Economist, and Phoebe White, Head of U.S. Inflation Strategy, as they dissect the June jobs report. Topics include implications for rate cuts, consumer health, corporate balance sheets, and predictions on Fed actions and CPI reports.