Telis Demos
speaker
290 appearances
5 recordings
1 series
first heard Aug 2025
last heard 2 Aug
Telis Demos’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 Aug 2026 with 1.
Appearances
WSJ What’s News · ‘Honest and Accurate’: Trump Names His Pick for Labor Data Body · 12 Aug 2025
podcast
It was 2.7%, kind of inching toward 3% that I think starts to spook everyone.
We'll see what the next report says.
Also, the producer price index, which kind of is a measure of wholesale prices.
Similarly, that has not been too hot.
It's been running in the sort of 2%.
So again, not seeing necessarily the inflation there.
And then we have business inventories, which I think that's what I think people will be interested in because the narrative about what's happened with tariffs is that everybody bought up stuff earlier in the year.
worrying that the price of it might go up later.
And so now everyone's sitting on a big inventory pile.
But what's interesting from a market point of view, though, is despite the, I would say, you know, very dramatic discussions we're having about the economy and data, the market has been, you know, it went down a little bit after the jobs report.
It went kind of back up.
I think we're sort of still in the neighborhood of all time highs for the S&P.
And there are certainly some stocks that the market still seems to love.
a couple of things that are bothering the market about alternative asset managers right now, why they haven't joined in the big market rally.
One is a focus on what in the business they call spreads.
That basically means how much money they make lending out to companies.
They're not making a ton of money doing that right now relative to where treasury yields are.
And so it's just not a great time for them to be lending money.
The other thing is that they've got all these businesses that they bought back in the post-COVID boom, but in a lot of cases, they paid a lot of money for those things.
And now they've really got to be selling them.
Showing 221–240 of 290 · page 12 of 15
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