Jim Caron
speaker
71 appearances
3 recordings
2 series
first heard Feb 2026
last heard 24 Feb
Jim Caron’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 3 in all, peaking in Feb 2026 with 3.
Appearances
What's going to make it more affordable is that incomes and wages need to start to go up.
But they have to go up in a non-inflationary way.
And the way that happens, this is the magic trick that the economy does, is through higher productivity.
So higher productivity is the noninflationary speed limit on growth, meaning that you can have higher wages, better growth, but that higher wages doesn't necessarily increase goods inflation or anything like that.
That's what productivity does.
Right now, the productivity numbers are accelerating higher.
Right.
So it is likely if we get a recovery that these incomes and wages can go up without creating the inflation.
And that's what makes the $20 hamburger more affordable.
Bloomberg News Now · Stocks Waver on Tame CPI, Alibaba Added to Pentagon China List · 13 Feb 2026
podcast
I'm still in the camp that there's maybe one more cut this year, possibly two.
So and I think that's pretty much well in the price at this point, as far as where the two year Treasury is currently trading.
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