Meet the Team

Markets and Economy

Nationwide’s Chief of Investment Research and the Nationwide Economics team offer daily and weekly commentary and analysis of the equity and bond markets, including an overview of economic data being released, global market news, commodities and market performance by index returns. These timely insights can help you navigate markets and understand emerging trends.

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Economic Commentary

Podcast: Hear more about October’s retail sales. (15 min)

This week saw very positive data across the economy, including retail sales, the National Association of Home Builders housing market index, and industrial production. Yet supply chains are still strained and inflation is at its highest level in several years. Nationwide’s Chief Economist David Berson and Senior Economist Ben Ayers provide their perspective on these reports and whether or not they suggest a pickup in the economy ahead. 

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Capital Market Impact

Cycle Watch November 2021: Supply chains hold down growth

Consumer spending has remained solid in the face of slowdowns in job gains and global supply chain disruptions. Real GDP growth also slowed while equity markets experienced solid earnings growth and bond benefitted from falling rates and narrowing credit spreads. Rates ticked higher as the Fed hinted at a tapering of asset purchases and sooner-than-expected rate hikes. 

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Economic Commentary

November Economic Review: Lingering supply woes drive slower growth and faster inflation

Intense supply chain disruptions and labor shortages resulted in slower growth in the third quarter, but recent high-frequency data suggest that growth conditions are improving as Covid cases wane and as supply chains slowly heal. Job growth was strong again for October, and the most recent housing data are the best since January. These factors all point to much better growth to close out the year and provide reason for optimism that some lost growth could be recovered in the first half of 2022. But higher inflation is a growing risk. See Nationwide Economics’ take on what's happening and why this month in the economy.