CPI and CCAR

Continuing the AI series, the Inside Economics team talks with ConstructConnect Chief Economist Michael Guckes about the data center boom. Michael’s granular view of the buildout sheds light on both the opportunities and risks, including whether financing has outpaced constructio ...  Show more

Stripe Chief Economist Ernie Tedeschi joins the Inside Economics team to separate the signal from the noise in a busy week for the economy and financial markets. The group discusses Kevin Warsh's recent speech and the market's reaction, unpacks the latest PCE inflation data and w ...  Show more

Jim Cramer and Jeff Marks discuss new inflation data from China and the U.S. and what it means for the market. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here:

Nikki Baird, Vice President of Strategy at Aptos Retail and Bloomberg News Economics Editor Molly Smith discuss US CPI data and the outlook for Federal Reserve policy. Bloomberg News US Luxury Retail Reporter Jeannette Neumann and Bloomberg Intelligence Global Luxury Goods Analys ...  Show more

0:00 Bestie Intro: Chamath's happy hour and sweater feud 7:11 Breaking down the new 6.8% CPI number, reflecting on old inflation takes, jobs report, understanding why CPI is misleading 23:05 How growth stocks got overblown, current valuation outlook, government as capital allocat ...  Show more

The Federal Reserve testified in congress and Mark discuss what they said in regards to inflation. The warnings from Ray Dalio, the current state of the markets, and what the FED will/won't do in this catastrophe.. Mark breaks it all down!See omnystudio.com/listener for privacy i ...  Show more