How Did Co-ops Perform in 2025? — July 13, 2026

How Did Co-ops Perform in 2025? — July 13, 2026

Join CFC's Sam Kem, senior economic research analyst, and Carolina Park, senior manager of Financial Tools & Analysis, as they use the 2025 KRTA results to discover how distribution cooperatives dealt with last year's challenges. * Read the transcript of this episode. [https://cfcsolutions.transistor.fm/episodes/how-did-co-ops-perform-in-2025-july-13-2026/transcript] * See past episodes about the KRTA. [https://cfcsolutions.transistor.fm/search?query=krta] For questions and requests about the 2024 KRTA report, please contact your RVP or reach out to financialtools@nrucfc.coop [financialtools@nrucfc.coop]. Contact the Economic & Market Watch team at economicresearch@nrucfc.coop [economicresearch@nrucfc.coop]. * Follow the Economic & Market Watch podcast. [https://cfcsolutions.transistor.fm/subscribe] Visit us, download the dashboard and explore other Solutions media on our website, nrucfc.coop/Solutions [https://www.nrucfc.coop/content/solutions/en/stories/economy/economic---market-watch.html].

Even Good News Is Bad News for Interest Rates — July 6, 2026

Join Antony Davies, director of economic research at CFC, as he looks at why futures markets have started pricing in rate hikes instead of cuts.  * Read the transcript of this episode. [https://cfcsolutions.transistor.fm/episodes/even-good-news-is-bad-news-for-interest-rates-july-6-2026/transcript] Sources: * Real Gross Domestic Product (GDPC1) | FRED | St. Louis Fed [https://fred.stlouisfed.org/series/GDPC1]  * Personal Consumption Expenditures: Chain-type Price Index (PCEPI) | FRED | St. Louis Fed [https://fred.stlouisfed.org/series/PCEPI]  * Personal Saving Rate (PSAVERT) | FRED | St. Louis Fed [https://fred.stlouisfed.org/series/PSAVERT]  * Consumer Loans: Credit Cards and Other Revolving Plans, All Commercial Banks (CCLACBW027SBOG) | FRED | St. Louis Fed [https://fred.stlouisfed.org/series/CCLACBW027SBOG]  * Real Personal Consumption Expenditures (PCEC96) | FRED | St. Louis Fed [https://fred.stlouisfed.org/series/PCEC96]  * Disposable Personal Income (DSPI) | FRED | St. Louis Fed [https://fred.stlouisfed.org/series/DSPI]FedWatch - CME Group [https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html]  * Federal Funds Target Range - Upper Limit (DFEDTARU) | FRED | St. Louis Fed [https://fred.stlouisfed.org/series/DFEDTARU]  * Market Yield on U.S. Treasury Securities at 10-Year Constant Maturity, Quoted on an Investment Basis (DGS10) | FRED | St. Louis Fed [https://fred.stlouisfed.org/series/DGS10]  Contact the Economic & Market Watch team at economicresearch@nrucfc.coop [economicresearch@nrucfc.coop]. * Subscribe to the Economic & Market Watch podcast. [https://cfcsolutions.transistor.fm/subscribe] * Subscribe to our newsletter. [https://cloud.marketing.nrucfc.coop/newsletters] Visit us, download the dashboard and explore other Solutions media on our website, nrucfc.coop/Solutions [https://www.nrucfc.coop/content/solutions/en/stories/economy/economic---market-watch.html].

Do Experiences Yield Higher Returns Than Things? — June 29, 2026

Join CFC expert John Suter, vice president of economic research, as he digs into the economics behind $7,000 NBA finals tickets and the value of experiences.  * Read the transcript of this episode. [https://cfcsolutions.transistor.fm/episodes/do-experiences-yield-higher-returns-than-things-june-29-2026/transcript] Sources: * https://sports.yahoo.com/articles/most-expensive-sporting-event-ever-185732307.html [https://sports.yahoo.com/articles/most-expensive-sporting-event-ever-185732307.html] Contact the Economic & Market Watch team at economicresearch@nrucfc.coop [economicresearch@nrucfc.coop]. * Subscribe to the Economic & Market Watch podcast. [https://cfcsolutions.transistor.fm/subscribe] * Subscribe to our newsletter. [https://cloud.marketing.nrucfc.coop/newsletters] Visit us, download the dashboard and explore other Solutions media on our website, nrucfc.coop/Solutions [https://www.nrucfc.coop/content/solutions/en/stories/economy/economic---market-watch.html].

Are Bubbles Bad for Everyone? — June 22, 2026

Join Antony Davies, director of economic research at CFC, as he looks at the historical fallout of tech-based market bubbles. Sources: * What’s driving stock market returns? | J.P. Morgan Asset Management [https://am.jpmorgan.com/us/en/asset-management/adv/insights/market-insights/market-updates/on-the-minds-of-investors/whats-driving-stock-market-returns/] * Alphabet Inc. (GOOGL) PE Ratio History & Chart Since 2004 [https://wallstreetnumbers.com/stocks/googl/pe-ratio?utm_source=chatgpt.com] * AMZN PE Ratio History & Chart Since 2003 [https://wallstreetnumbers.com/stocks/amzn/pe-ratio?utm_source=chatgpt.com] * Apple Inc. (AAPL) PE Ratio History & Chart Since 1984 [https://wallstreetnumbers.com/stocks/aapl/pe-ratio?utm_source=chatgpt.com] * META PE Ratio History & Chart Since 2013 [https://wallstreetnumbers.com/stocks/meta/pe-ratio?utm_source=chatgpt.com] * MSFT PE Ratio History & Chart Since 1986 [https://wallstreetnumbers.com/stocks/msft/pe-ratio?utm_source=chatgpt.com] * NVDA PE Ratio History & Chart Since 1999 [https://wallstreetnumbers.com/stocks/nvda/pe-ratio?utm_source=chatgpt.com] * Tesla, Inc. (TSLA) PE Ratio History & Chart Since 2020 [https://wallstreetnumbers.com/stocks/tsla/pe-ratio?utm_source=chatgpt.com] Contact the Economic & Market Watch team at economicresearch@nrucfc.coop [economicresearch@nrucfc.coop].  * Read the transcript for this episode. [https://cfcsolutions.transistor.fm/episodes/are-bubbles-bad-for-everyone-june-22-2026/transcript] * Subscribe to the podcast. [https://cfcsolutions.transistor.fm/subscribe] * Sign up for the newsletter. [https://cloud.marketing.nrucfc.coop/newsletters] Visit us, download the dashboard and intelligence brief and explore other Solutions media on our website, nrucfc.coop/Solutions [https://www.nrucfc.coop/solutions].

Reliability in a Rapidly Changing Economy — June 15, 2026

Join CFC researchers Sam Kem, Alisha Pinto and Chris Whittle as they discuss CFC's new issue brief, "Considerations for a Changing Grid: How Are Cooperatives Ensuring Electric Reliability?"  * Download the brief. [https://www.nrucfc.coop/content/dam/solutions/documents/issue-brief-considerations-for-a-changing-grid.pdf]  * Read the transcript for this episode.  [https://cfcsolutions.transistor.fm/episodes/reliability-in-a-rapidly-changing-economy-june-15-2026/transcript] For questions and requests about industry research topics, please contact utilityresearchpolicy@nrucfc.coop [utilityresearchpolicy@nrucfc.coop]. Contact the Economic & Market Watch team at economicresearch@nrucfc.coop [economicresearch@nrucfc.coop]. * Subscribe to the podcast. [https://cfcsolutions.transistor.fm/subscribe] * Sign up for the newsletter. [https://cloud.marketing.nrucfc.coop/newsletters] Visit us, download the dashboard and explore other Solutions media on our website, nrucfc.coop/Solutions [https://www.nrucfc.coop/content/solutions/en/stories/economy/economic---market-watch.html].