Greg Ip

speaker

395 appearances 7 recordings 4 series first heard Dec 2025 last heard 8 May

Greg Ip’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 7 in all, peaking in Feb 2026 with 2.

Appearances

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Marketplace All-in-One · Inside the "biggest deregulatory action in U.S. history" · 13 Feb 2026 podcast

I think we're actually right around the peak.

And that, as you suggested, as Powell predicts, we're going to see less and less of that effect as the year unfolds.

And you're right, the tariff impact on inflation has been less than most people would have thought about a year ago.

I think the average forecast back then was we'd get about a percentage point of tariff inflation.

And in fact, we only got about a half a percentage point.

And the good news is, is that we're probably not going to see tariffs going up any longer than

In fact, there is increasing efforts by the Trump administration to pare back tariff increases by cutting deals with particular countries, by reducing the amount of specially sensitive products.

There were reports this week that they're looking to narrow, for example, tariffs on steel and aluminum.

And so as the tariff increases that we had last April, May, June recede into the past, they start to also drop out of our inflation numbers.

And that would be good news for the inflation rate coming down as we get towards the end of this year.

Yeah, well, there's kind of two pieces to that jobs report.

Now, the first piece of that is that we actually revised a lot of the data from prior years.

And we discovered that for the last year and a half, two years, the job market has been way weaker than we first thought.

For example, last year, we only created around 15,000 jobs per month, which I think might be the lowest rate of job creation in any year in decades outside of recessions.

But the good news is that the last month, January, was actually a pretty good month where we created 130,000 jobs.

So even though we've been in this period of very soft, stagnant hiring, there's a few hints out there that things might be picking up.

So I suppose you could say it's a glass half empty, full story on the job market.

Marketplace · Inside the "biggest deregulatory action in U.S. history" · 13 Feb 2026 podcast

Well, yeah, I'd say that it is a good report.

The inflation rate of 2.4%, certainly a lot lower, as you were saying, than it was a few years ago.

And economists like to take out the energy and food portions, not because they don't actually think those are important, but because they're very volatile.

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