Épisodes

  • Deep Diving in the Oil Patch
    Jul 22 2020
    Episode 1: Deep Diving in the Oil Patch
    • When will the price of oil rise above $50 per barrel?
    • What is causing demand issues in the oil sector?
    • What percentage of the world’s cargo is stuck right now?
    • Are we looking at a slow or fast recovery?
    • Consolidation in the oil patch?

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    7 min
  • The Weird Housing Market
    Aug 4 2020
    Episode 2: The Weird Housing Market
    • Why is there growth in the housing sector right now?
    • How high of an uptick is there in pending home sales?
    • What is driving people to move?
    • How do home offices and senior living factor into the current landscape?
    • Where does the stock market fit into everything?

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    6 min
  • Housing Market Issues That Might Arise
    Aug 25 2020
    Episode 3: Housing Market Issues That Might Arise
    • How will continued surging housing demand be met?
    • Home purchases spurring other sectors of economy?
    • Remodeling: Creating home entertainment?
    • How can there be a labor shortage in COVID-19 crisis?
    • Will supply chain be able to meet housing demand?

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    7 min
  • The Importance of the Credit Managers’ Index
    Sep 2 2020
    Episode 4: The Importance of the Credit Managers’ Index
    • Why this index is a highly valuable economic measurement tool?
    • Did this index really predict the Great Recession?
    • How bad was the index earlier this year?
    • What the current index is telling us?
    • Using this measurement, what does Q4 look like?

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    7 min
  • Dr. Kuehl Answers ASA Listener Questions!
    Sep 9 2020
    Episode 5: Dr. Kuehl Answers ASA Listener Questions!
    • How long is the current housing expansion likely to go on?
    • Change in how millennials look at housing?
    • What do current housing permits indicate and what happens after Jan. 1?
    • Retail expectations for remainder of the year?
    • The influence of the male holiday shopper?
    • Airline and hospitality impacts?

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    9 min
  • Dr. Kuehl Takes a Deep Dive Into Industrial Production Numbers
    Sep 24 2020

    Episode 6: Dr. Kuehl Takes a Deep Dive Into Industrial Production Numbers

    ● Why industrial production numbers are so important

    ● What’s going on in the oil and gas sector right now?

    ● What caused industrial production growth to plummet?

    ● What can we expect for the rest of 2020 and into 2021?

    ● Why utilities play such a large role in this equation

    ● 3 things to look at when assessing the short-term and long-term outlooks

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    8 min
  • The Real Unemployment Numbers
    Oct 1 2020
    Episode 7: Dr. Kuehl takes us to school on unemployment statistics
    • Explanation of different DOL statistics provided and what to watch for
    • Is the unemployment rate 8.4% or 14.7%?
    • Where is consumer confidence right now and how does that relate to labor statistics?
    • The city in the U.S. where you don’t want to be a job hunter right now
    • Where do ASA member companies fall in this equation?
    • What does the term “targeted recession” mean?

    Ask Dr. Kuehl a question

    Have a question you want Dr. Kuehl to answer on a future podcast? Email Ayesha Salman at asalman@asa.net.

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    7 min
  • Economic Indicators Everybody Should Be Following
    Oct 16 2020
    Episode 8: Economic Indicators Everybody Should Be Following
    • Purchasing Managers’ Index
    • Credit Managers’ Index
    • Industrial production numbers
    • Why there is concern heading into 2021 as it relates to manufacturing
    • And why there is optimism with these other key indicators
    • Why mining numbers are important to the PHCP-PVF industry
    • The correlation between the PMI and a bag of Cheez-It

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    7 min