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Sharkey, Howes & JaverAuthor: Sharkey, Howes and Javer
Inside the Economy with SHJ Language: en Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Inside the Economy: Inflation and Disposable Income, Earnings, and Housing
Episode 199
Wednesday, 21 January, 2026
This week on Inside the Economy, we explore U.S. inflation compared to disposable income, stock market earnings, and housing. U.S. inflation closed out 2025 lighter than expected, hovering around 2 to 3 percent. Where is the biggest CPI impact with regard to tariffs? Disposable income in the U.S. has seen a 6.2 percent acceleration in the post pandemic period. We examine what this could imply for recession risk and GDP. What effect could the implementation of tax cuts in 2026 have following the passage of the One Big Beautiful Bill? S&P 500 earnings in recent years have been dominated by the likes of the Magnificent Seven stocks. We discuss current projections and market expectations for 2026 and whether there may be potential for broader participation across the stock index. Lastly, U.S. mortgage rates have dropped to one of the lowest levels in years, with refinancing applications increasing as a result. Has this had a positive effect on new home sales? Tune in to learn more. Key Takeaways: Unemployment at 4.4% 30-year Mortgage rate at 6.06% Median New Home Sales Prices at $392.3k in October 2025
