This week on Inside the Economy with SH&J, we review the driving forces for raising interest rates and inflation including unemployment, consumer debt, and retail pricing. Also covered is the longer-term potential growth slope for GDP. Listen in to hear this week’s discussion, which includes insight on the United States’ dependence on trade and an update on the Eurozone.
This week on Inside the Economy, we discover why the age of low inflation may be ending and how yields are likely to be pushed higher. The Dow crossed above 20,000 for an all-time high on January 25, 2017, creating a stir in media headlines. Which sectors are being positively and negatively impacted by the incoming administration’s new policies? Listen in to find out more!
This week on Inside the Economy, we review how a strong U.S. dollar and higher interest rates have affected the exporting sector of the U.S. economy and borrowing costs over the last year. Can you guess what the next bubble may be? Listen in to find out, and hear more on expectations for manufacturing’s share of total employment here in the U.S., as well as what a cut in corporate tax receipts could mean for Federal Revenue.
In our first Inside the Economy of the new year, we discuss our economic outlook for 2017. The U.S. is about 7.5 years into the current business expansion, which is approaching the 10-year record from the 1990’s but will the S&P 500 continue to increase in valuation? What can we expect for mortgage rates this year? Listen in to hear more on these topics in our first economic update of 2017!
This week on Inside the Economy with SH&J, we discuss the recent Federal increase in interest rates and the likelihood of additional increases in 2017. How will the higher interest rates impact us in the Denver real estate market? Will we see a push on wage inflation in 2017? Listen in to hear our last economic update for 2016!
This week on Inside the Economy with SH&J, we discuss how OPEC’s recent decision to cut production impacted the U.S. stock market and the level of influence we can expect from OPEC going forward. Additionally, the new administration may have a plan to bring overseas corporate profits back to the U.S., but will repatriation be important? Listen in to hear more on these issues as well as U.S. contributions to globalization by industry since 1997.
It is no surprise that the Fed elected not to raise interest rates this month, although the Consumer Price Index is creeping back to the level the Feds are seeking. In addition, funds from Japan and the Eurozone continue to flood into U.S. based investments and will likely remain here for the foreseeable future. Why is this important? Listen in to hear this week’s economic update.
If you have any questions or topics you would like addressed, please let us know in the comments section below and we will cover them during our next recording on October 10th.
One of the most popular questions during client reviews this year is “How will the election affect the market?” One way to answer this question is with a crystal ball, or possibly a dartboard. Although there is plenty of available data about market returns during previous election seasons, there is simply no guarantee that this year will follow the same patterns. The only guarantee is that you will be tired of hearing about this election by the time November 8th rolls around (if you aren’t already).
Here are 3 ways an election impacts the market: Continue reading
Despite a decline in both the manufacturing and non-manufacturing ISM (Institute for Supply Management) survey indices, 10 year Treasury yields increased to 1.67%. For the first time in a while, we are also starting to see German and Japanese 10 year bonds in positive rate territory. Here in the U.S., household debt remained low and a survey released by BLS (Bureau of Labor Statistics) indicates that 2015 spending increased, mainly due to increased personal insurance and retirement contributions. Listen in to hear more on these issues as well as how total household debt as a percentage of GDP in the U.S. compares to Canada.
The combination of improved earnings, strong U.S. economic data, and the prospects for continued low interest rates are likely indicators that propelled the S&P 500 and the Nasdaq indices into all-time highs this month. Listen in to hear more on this and about U.S. consumer spending, debt levels and savings.