Listen to the latest economic insights from CFC experts John Suter, Sam Kem, and Antony Davies.
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June 15, 2026Episode 2029 min
Reliability in a Rapidly Changing Economy — June 15, 2026
Join CFC researchers Sam Kem, Alisha Pinto and Chris Whittle as they discuss CFC's new issue brief, "Considerations for a Changing Grid: How Are Cooperatives Ensuring Electric Reliability?" Download the brief. 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.
June 8, 2026Episode 2016 min
Rural America's Ace in the Hole — June 8, 2026
Join Antony Davies, director of economic research at CFC, as he explains how conditions in each state are affecting population size and potential economic growth. Sources:GDP (Second Estimate) and Corporate Profits, 1st Quarter 2026Population Decline in the US by State2024: PUB Public Sector Annual Surveys and Census of GovernmentsGDP by StateAnnual growth of real gross domestic product (GDP) of the United States in 2025, by stateSARPP Regional price parities by stateHousehold Income in States and Metropolitan Areas: 2024Small Area Income and Poverty Estimates (SAIPE)Income inequality (Gini Coefficient)State and Local Government Finances by Level of Government: U.S. and States: 2017 - 2023Contact 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.
June 1, 2026Episode 2008 min
Borrowing in a Higher-Rate World — June 1, 2026
Join CFC expert John Suter, vice president of economic research, as he looks at current rising bond yields, likely interest-rate trends and how CFC borrowers have coped with higher rates in the past.Subscribe to the Economic & Market Watch podcast.Read the transcript of this episode.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.
May 26, 202618 min
Bonus: AI and the Economists
Join Economic & Market Watch producer Kathy Ryan for a bonus, behind-the-scenes look at how AI has changed the economic research team and the show in the past year. Links:Read Sam's article "Hormuz: Examining Hidden Risks to Rural America."Subscribe to the Economic & Market Watch podcast.See the transcript of this episode.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.
May 18, 2026Episode 1997 min
Living in Completely Different Economic Realities — May 18, 2026
Join Sam Kem, senior economic research analyst at CFC, as she identifies which economic indicators we should be looking at in a K-shaped economy.Learn more:Read the New York Fed's "Same Shock, Different Roads? A K‑Shaped Pattern at the Pump." Listen to Antony Davies' episode, "Why Does Inflation Feel Worse Than the Numbers Tell Us? — May 11, 2026."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.
May 11, 2026Episode 1985 min
Why Does Inflation Feel Worse Than the Numbers Tell Us? — May 11, 2026
Join Antony Davies, director of economic research at CFC, as he explains why what we feel doesn't match what we measure. Sources:Consumer Price Index for All Urban Consumers: All Items in U.S. City Average (CPIAUCSL) | FRED | St. Louis Fed Average Price: Coffee, 100%, Ground Roast, All Sizes (Cost per Pound/453.6 Grams) in U.S. City Average (APU0000717311) | FRED | St. Louis Fed Table 2. Consumer Price Index for All Urban Consumers (CPI-U): U. S. city average, by detailed expenditure category - 2026 M03 ResultsAverage Retail Food and Energy Prices, U.S. and Midwest Region : Mid–Atlantic Information Office : U.S. Bureau of Labor StatisticsAverage Retail Food and Energy Prices, U.S. City Average and South Region : Mid–Atlantic Information Office : U.S. Bureau of Labor StatisticsAverage Retail Food and Energy Prices, U.S. City Average and Northeast Region : Mid–Atlantic Information Office : U.S. Bureau of Labor StatisticsContact 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.
May 4, 2026Episode 1977 min
Why Does the US Spend So Much on Healthcare? — May 4, 2026
Join CFC expert John Suter, vice president of economic research, as he details the factors contributing to U.S. healthcare's high prices.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.
April 27, 2026Episode 1968 min
Unexpected Shocks and the US Economy — April 27, 2026
Join CFC expert John Suter, vice president of economic research, as he looks at the effects of supply and demand shocks on U.S. gross domestic product (GDP) growth.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.
April 20, 2026Episode 1958 min
Does Affordability Explain Falling Population Growth? — April 20, 2026
Join Sam Kem, senior economic research analyst at CFC, as she asks whether the cost of having and raising children can really explain why the U.S. fertility rate has fallen. 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.
April 13, 2026Episode 1947 min
Why Is Consumer Sentiment at a Record Low? — April 13, 2026
Join Antony Davies, director of economic research at CFC, as he explains why consumer sentiment hit an all-time low—since 1952—last month.Sources:Consumer Price Index for All Urban Consumers: All Items in U.S. City Average (CPIAUCSL) | FRED | St. Louis FedIncome After Taxes: Income After Taxes by Quintiles of Income Before Taxes: Lowest 20 Percent (1st to 20th Percentile) (CXUINCAFTTXLB0102M) | FRED | St. Louis Fed Income After Taxes: Income After Taxes by Quintiles of Income Before Taxes: Third 20 Percent (41st to 60th Percentile) (CXUINCAFTTXLB0104M) | FRED | St. Louis FedIncome After Taxes: Income After Taxes by Quintiles of Income Before Taxes: Highest 20 Percent (81st to 100th Percentile) (CXUINCAFTTXLB0106M) | FRED | St. Louis Fed30-Year Fixed Rate Mortgage Average in the United States (MORTGAGE30US) | FRED | St. Louis FedMedian Sales Price of Houses Sold for the United States (MSPUS) | FRED | St. Louis FedContact 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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