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Simply Put

Simply Put

By: Will Compernolle
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 A new podcast from FHN Financial looking at the most important things driving fixed income markets and the macroeconomy. Every episode features experts who give unique insights on topics like the regional banking landscape, commercial real estate, or how to translate Federal Reserve policy into market strategies. Tune in to better understand what’s been moving markets lately, and what to keep an eye on in the weeks and months ahead. Listen and subscribe wherever you get your podcasts Economics Personal Finance Politics & Government
Episodes
  • 2025 Year in Review

    2025 Year in Review
    Dec 26 2025
    The US economy entered 2025 in a delicate balance but quickly faced several federal policy shocks. Tariffs, changes to immigration policy, and efforts to trim federal spending dominated headlines and complicated investors’ ability to identify underlying economic momentum. By the end of the year, the unemployment rate had risen to 4.6% but growth was tracking above 2%, inflation was above the Fed’s target but showed few signs of massive tariff pass-through, and the bond market was cautiously steady. In this episode, we talk with FHN Financial’s Chris Low and Sophia Kearney-Lederman about the biggest macroeconomic stories of 2025, what surprised us the most this year, and what we’ll be watching closely in 2026.
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    53 mins
  • Tom Moerenhout on How Rare Earths Shape Trade Agreements

    Tom Moerenhout on How Rare Earths Shape Trade Agreements
    Dec 12 2025
    A set of elements called “rare earths” have been at the center of many international trade negotiations this year. Crucial to producing certain industrial and consumer products, rare earths can take more than a decade to discover and are expensive to refine. China’s dominant position in the global supply of rare earths is giving it leverage as US trade policies seek to redefine the international economy. In this episode, we talk with Tom Moerenhout, Professor at Columbia’s School of International and Public Affairs, about the importance of rare earths in the modern economy, their impact on international trade negotiations, and how the US can improve the resilience of our supply chain for rare earths.
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    33 mins
  • Sue Spence on US Manufacturing in 2026

    Sue Spence on US Manufacturing in 2026
    Nov 28 2025
    The ISM Manufacturing survey has shown US firms have struggled to plan long-term amid this year’s fluid tariff policy landscape. Economic uncertainty and the lingering risks of policy reversal are limiting manufacturers’ confidence in making big investment or hiring decisions. Meanwhile, AI promises to increase demand for some manufacturing sectors while revolutionizing the production of others. In this episode, we talk with Sue Spence, Chair of the Institute for Supply Management (ISM) Manufacturing Business Survey Committee, about how tariff policies are influencing manufacturers’ long-term planning, AI’s impact on the operations and demands for manufacturing, and what worries manufacturers most heading into 2026.
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    33 mins
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