As we transition into summertime, the news is slowing and the economic committee reviews macroeconomic trends including a look at the Federal debt level and increased subprime lending (mostly in auto loans) as well as China’s continued investment in U.S. real estate. Additionally, hear what information about Saudi Arabia has been kept a secret for more than four decades and how much of the focus around the world is on treasuries and confidence. Post your questions below and we will answer them during our next Inside the Economy with SH&J in two weeks!
While our last discussion highlighted segments of the U.S. economy, this week’s discussion highlights segments of China’s economy. Gain insight on China’s debt bubble and the potential effect (or lack thereof) on the U.S. consumer, as well as a comparison of Corporate China today to Corporate America in 2005. This discussion also addresses the latest on U.S. consumer debt, auto sales and the labor markets. Listen in to hear about these issues and more, including updates on the U.S. energy bankruptcies.
This week’s Inside the Economy with SH&J highlights an update on the global economy. Germany appears to be a bright spot within the European Union with a budget surplus in 2015 despite global trade trending down, particularly in China. After recording a trade deficit with China for 2015, Germany is now seeking to make the United States their primary trading partner. Japan is also seeing a downturn in output and could be in recession by this summer. Listen in to hear more on the ECB’s continued quantitative easing, the flood of refugees into Germany, and comments on Emerging Market debt.
This week’s Inside the Economy with SH&J continues the discussion on oil and the challenges hindering the much anticipated boost in production from Iran. Meanwhile, Europe’s banking system is under pressure to keep its zero-interest and negative-interest rate policies in place for the foreseeable future. Listen in for commentary on the aftermath of the Brussels and Paris attacks and how it is affecting tourism and putting further pressure on the European banking system. We discuss how the first quarter is wrapping up and the outlook for the remainder of 2016.
As lack luster S&P 500 performance continues to plague media headlines, this week’s economic discussion provides reasoning around lower earnings and a high percentage of sales coming from struggling overseas economies with weak currencies. Low energy and material prices are also contributing to lower performance figures. Hear commentary about how a prolonged duration of low oil prices could cause a global sell-off of European stocks and what effect it may have on business and consumer sentiment, particularly in the U.K. Meanwhile, in the U.S., the labor market continues to improve with 5.61 million available positions, retail sales are up, banks are back in the lending business, and consumer spending and consumer sentiment are on the rise. Listen in to hear more!
As the year begins with volatile markets, investor sentiment is a bit shaken and all eyes are on China as the media’s darling. However, China is not the only country with rising debt issues as emerging market nations (in general) are facing rising debt as well. Currency is flooding out of China’s borders in anticipation of the inevitable devaluation of the Chinese yuan. Yet, this could bolster foreign spending, specifically in real estate outside of China. There are additional bright spots as well; the U.S. seems poised for growth (albeit slow) but growth nonetheless, and Japan has implemented negative interest rates in an attempt to discourage savings (believe it or not) and encourage spending to boost their respective economies. Listen in as Larry puts perspective on all these issues and more.
Larry Howes kicks off the New Year with his outlook on the economy in 2016. How did the interest rate increase in December affect mortgages? Will U.S. inflation reach the Fed’s target rate of 2%? What is expected from the U.S. economy and markets this year? What will happen to the U.S. dollar? What can we expect to see in Europe this year? Listen in as Larry addresses these questions and more!