The Trump Effect on the Economic Outlook
Looking for expert insights on interest rates, inflation, real estate, and the economy? Don’t miss our latest webinar featuring John Silvia, former Chief Economist of Wells Fargo, as he breaks down what’s really happening in the market and how it impacts investors, homebuyers, and businesses.
Key Topics Covered
Will the Fed actually cut rates in 2025?
The truth about inflation—are we being misled?
Housing market trends: Is now a good time to buy or build?
Tariffs, trade wars, and how China still holds the biggest risk.
How immigration policies could reshape labor and real estate.
What commercial real estate investors need to watch out for.
About John Silvia
John Silvia is the founder of Dynamic Economic Strategy, bringing over three decades of experience as a chief economist in both the private sector and on Capitol Hill. He previously served as Managing Director and Chief Economist for Wells Fargo, and as a senior economist for the U.S. Senate Joint Economic Committee. John holds a Ph.D. in economics from Northeastern University and a master's degree from Brown University. He has been recognized for his forecasting accuracy by Bloomberg News and USA Today, and was awarded a National Association of Business Economics (NABE) Fellow Certificate of Recognition in 2011. John is also the author of "Dynamic Economic Decision Making," published by Wiley in 2011.
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Topics & Timing
Interested in a specific topic? Use the time stamp summary to jump directly to the topics you care about most!
[02:00] Interest Rates & Federal Reserve Policy
Correlation (or lack thereof) between Fed rate cuts, treasury yields, and mortgage rates
Historical comparison with the Clinton administration’s fiscal policies
Possible future rate cuts and economic impacts
[10:00] Inflation & CPI Accuracy
How inflation is measured (CPI vs. PCE)
Why food, energy, and housing costs may not be reflected accurately
Impacts of inflation trends on consumers and real estate
[22:23] The Fed & the Potential for Interest Rate Reductions
Why previous forecasts of aggressive rate cuts were inaccurate
John Silvia’s outlook on how many cuts (if any) will happen this year
Market reaction to Fed policy decisions
[27:00] Global Focus
U.S. tariff policies and their economic consequences
Historical context of trade relationships and non-tariff barriers
Potential inflationary impact of increased tariffs
[34:00] U.S. Housing Market Outlook
New home construction trends vs. existing home sales
Regional housing demand shifts (West & South leading)
How interest rates affect housing affordability
[42:00] Commercial Real Estate & the Multifamily Market
Cap rates vs. interest rates in the apartment sector
Why transaction volumes remain low
