Episode 13

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Published on:

2nd May 2025

2025 Economic Shockwaves: Key Global Shifts and What’s Ahead

Season 5, Episode 13: Keith Prather: Dr. Kuehl’s partner at Armada; talks to members about three essential shock waves that are going through the economy.

ASA Chief Economist Dr. Chris Kuehl is out this week, but we are still back with a special economic update podcast hosted by Keith Prather: Managing Director at Armada. In Season 5, Episode 13 (5:59 in length), Keith talks to members about three pivotal economic shifts expected to hit in 2025.

  • What shock wave happened in the first quarter of 2025?
  • What drove this shock wave? What activity did we see?
  • How much of this spilled over into April?
  • April 2nd – reciprocal tariffs… what are the resulting impacts?
  • What is happening with the new orders in China?
  • What are we expecting to hear in July?
  • Will there be an announcement on a new tax bill? Would this be a catalyst?
  • A permanent cease fire deal with Ukraine & Iran – will we
  • have more growth and change?
  • What should ASA members expect in the second half of the year?
  • Inversion of inventory… should we be concerned?
  • The latest global manufacturing data – over preforming expectations, what data was weak?
  • Good retail data, good jobs report, wage growth, what does this mean for the consumer environment?
  • What are we going to see in May? Are things being overblown?

Ask Dr. Kuehl a Question

Have a question or topic for Chris Kuehl that you would like answered on this podcast? Email it to Bri Baresel at bbaresel@asa.net.

Show artwork for Keeping it Real Podcast with Dr. Kuehl

About the Podcast

Keeping it Real Podcast with Dr. Kuehl
PHCP-PVF economic updates in less than 10 minutes.
A weekly podcast, “Keeping it Real with Dr. Kuehl,” debut in July 2020. In these podcasts, ASA Chief Economist, Dr. Chris Kuehl, provides a brief 5-10 minute economic update on areas of keen interest to ASA members, including industrial PVF commodities.