2025 Economic Review: Surprises, Shifts & the Signals That Matter for 2026

Описание: In this Q4 edition of the Pocket Pundits podcast, Matthew Pappas sits down with Strider Elass, Senior Economist at First Trust, for a deep dive into the current economic landscape and what may lie ahead in 2026.

Together, they unpack some of today’s most pressing questions:

• Are tariffs accelerating or cooling inflation?
• What’s really happening in the U.S. labor market?
• Is the housing market stabilizing—or preparing for another shift?
• How concentrated are today’s markets, and what does that mean for investors?
• How are AI investments reshaping productivity and long-term economic growth?

You’ll also hear audience-driven questions on potential surprises in 2026, upcoming tax changes, and the risks and opportunities shaping the year ahead.

Whether you're a business owner, investor, or simply navigating a changing economy, this episode offers clear, grounded insights to help you prepare for the next chapter.

Chapters:

00:00 Q4 Economic Overview
01:10 Tariffs and Geopolitical Impacts
05:05 Monetary Policy and Inflation
07:20 Employment Trends and Layoffs
11:10 Housing Market Dynamics
13:22 Market Concentration and the Magnificent 7
16:41 AI Investments and Market Valuations
19:11 Future Economic Outlook for 2026
22:23 Audience Questions and Surprises Ahead