PODCAST

Solutions Economic and Market Watch

CFC

Listen to the latest economic insights from CFC experts John Suter, Sam Kem, and Antony Davies.

business business news

All Episodes

10:08

The Economics of the Conflict in the Middle East —...

Solutions Economic and Market Watch ·

2026/03/09

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.

5:57

Reaction, Revision or Random? — March 2, 2026

Solutions Economic and Market Watch ·

2026/03/02

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 BenchmarkUS 10 Year Treasury Note Yield - Quote - Chart - Historical Data - NewsContact the Economic & Market Watch team at economicresearch@nrucfc.coop. Visit us, download the dashboard and

10:02

Managing the Risks of Data Centers — February 23, 2026

Solutions Economic and Market Watch ·

2026/02/23

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 UtilitiesEconomic & Market Watch: ⁠A Buyer's Market for CreditEconomic & Market Watch: ⁠Don't Budget for AI Costs to Hold SteadyFor questions and requests about industry research topics, please contact

6:13

The Great Wealth Transfer — February 16, 2026

Solutions Economic and Market Watch ·

2026/02/13

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 TransferSources:The Great Wealth Transfer and its Implications for the American Economy – Michigan Journal of Economics Actuarial Life TableUnited States Population by Age and SexVisualizing America's Wealth by GenerationThe Fed - Distribution:

5:20

Don't Budget for AI Costs to Hold Steady — February...

Solutions Economic and Market Watch ·

2026/02/09

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.

7:16

A Buyer's Market for Credit — February 2, 2026

Solutions Economic and Market Watch ·

2026/02/02

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.

10:20

2026 Industry and Economic Trends — January 26, 2026

Solutions Economic and Market Watch ·

2026/01/26

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 requests about industry research topics, please contact utilityresearchpolicy@nrucfc.coop.Contact

5:49

Why Is 2026 Like a Boiled Potato? — January 12, 2026

Solutions Economic and Market Watch ·

2026/01/12

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.coop/Solutions.

11:26

2025: The Year in Review — December 15, 2025

Solutions Economic and Market Watch ·

2025/12/15

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 SecurityAmericans Should Be Feeling Great About the Economy, Right?Contact the Economic & Market Watch team at economicresearch@nrucfc.coop.Visit us, download the dashboard and explore other Solutions media on our

9:52

What the AI Boom Means for Electric Co-ops — December...

Solutions Economic and Market Watch ·

2025/12/15

Join Sam Kem, senior economic research analyst at CFC, and Chris Whittle, energy industry analyst of CFC’s Utility Research & Policy team, as they discuss how investment in data centers is reshaping how cooperatives think about infrastructure, growth and reliability.See the Issue Brief mentioned in the episode:Powering the AI Boom: What Data Center Growth Means for Electric CooperativesFor questions and requests about industry research topics, please contact

5:16

Are You Struggling To Find a Home Within Your Budget?...

Solutions Economic and Market Watch ·

2025/12/08

Join Antony Davies, director of economic research at CFC, as he looks at how changes in American houses change the idea of success in the American housing 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.

5:58

Do Federal Shutdowns Save Any Money? — December 1, 2025

Solutions Economic and Market Watch ·

2025/12/01

Join Antony Davies, director of economic research at CFC, as he breaks down the costs of shutting down.Sources:PGPF Chart Pack: The U.S. Budget A Quantitative Analysis of the Effects of the Government Shutdown on the Economy Under Three Scenarios, as of October 29, 2025Government Shutdowns Q&A: Everything You Should Know-Tue, 09/16/2025 - 12:00 | Committee for a Responsible Federal BudgetFederal Government Shutdown Begins: What It Means for Rural Communities - Rural County

5:49

A Tale of Two Industries — November 17, 2025

Solutions Economic and Market Watch ·

2025/11/17

Join CFC expert John Suter, vice president of economic research, as he compares the slump in manufacturing and the boom in AI.Economic & Market Watch is on hiatus Thanksgiving week and will return December 1.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.

10:25

Power Surge, People Shortage — November 10, 2025

Solutions Economic and Market Watch ·

2025/11/10

Join Sam Kem, senior economic research analyst at CFC, as she discusses energy's workforce challenge with Alisha Pinto, senior energy industry analyst of CFC's Utility Research & Policy team.For questions and requests about industry research topics, please contact utilityresearchpolicy@nrucfc.coop.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.

5:08

What's Inflation? — November 3, 2025

Solutions Economic and Market Watch ·

2025/11/03

Join Antony Davies, director of economic research at CFC, as he explores the many measures of inflation. 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.

5:48

Why Is the S&P 500 Having Such a Good Year? — October...

Solutions Economic and Market Watch ·

2025/10/27

Join CFC expert John Suter, vice president of economic research, for a look at the under-appreciated reason the S&P 500 is setting record highs in a slowing economy.Mentioned in this episode:https://cfcsolutions.transistor.fm/episodes/why-arent-higher-tariffs-raising-prices-october-20-2025Contact 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.

5:29

Why Aren't Higher Tariffs Raising Prices? — October...

Solutions Economic and Market Watch ·

2025/10/20

Join CFC expert John Suter, vice president of economic research, as he covers the reasons higher import costs aren't showing up in inflation data yet.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.

6:11

Washington Leaves Markets in the Dark — October 13, 2025

Solutions Economic and Market Watch ·

2025/10/13

Join Sam Kem, senior economic research analyst at CFC, as she looks at the economic releases that really move the market—when we get them.The Bureau of Labor Statistics will release the September consumer price index on October 24 despite the government shutdown. The Bureau makes this rare exception in order for “the Social Security Administration to meet statutory deadlines necessary to ensure the accurate and timely payment of benefits.” No other releases will be rescheduled or produced

5:48

Thinking of AI as Your Five-Year-Old — October 6, 2025

Solutions Economic and Market Watch ·

2025/10/06

Join Sam Kem, senior economic research analyst at CFC, for an economist's take on what AI means for the workplace and workforce.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.

5:25

Why Aren't Mortgage Rates Falling? — September 29, 2025

Solutions Economic and Market Watch ·

2025/09/29

Join Antony Davies, director of economic research at CFC, as he looks at a scenario where the Fed's recent rate cut could even be bad for long-term loans. 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.

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Solutions Economic and Market Watch

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