Strategic Global Intelligence Brief for April 23, 2018

Short Items of Interest—U.S. Economy Can Trump Force Congress on NAFTA? Some refer to Trump's negotiating tactics as "hard-nosed." Others are not as charitable and refer to them as bullying. Most of the interactions with other nations have been intense and insistent. They have, however, resulted in some concessions. It is hard to say what gained th...
Continue reading
  246 Hits
  0 Comments
246 Hits
0 Comments

Strategic Global Intelligence Brief for April 20, 2018

Short Items of Interest—U.S. Economy Obstacles Facing Oil Sector Now that per barrel oil prices are rising again, there is an assumption the oil boom that marked North Dakota and other regions a few years ago will soon resume. After all, that was the assertion when things started to wind down. The problem may be far more complex than just the price...
Continue reading
  239 Hits
  0 Comments
239 Hits
0 Comments

Strategic Global Intelligence Brief for April 19, 2018

Short Items of Interest—U.S. Economy Jobless Claims Continue to Drop It takes two developments to get unemployment rates as low as they have been for the last couple of years. The first is that there has to be hiring, which has been the case since 2016. However, just as important and perhaps more significant to those who are employed is that people...
Continue reading
  268 Hits
  0 Comments
Tags:
268 Hits
0 Comments

Strategic Global Intelligence Brief for April 17, 2018

Short Items of Interest—U.S. Economy Beige Book Out Today The Fed's report on general conditions in the country's economy is out today. It is expected to be a fairly positive set of reports. This is not a collection of definitive research conclusions, but rather impressions collected from the 12 Fed banks and the local boards that oversee these ban...
Continue reading
  215 Hits
  0 Comments
215 Hits
0 Comments

Strategic Global Intelligence Brief for April 13, 2018

Short Items of Interest—U.S. Economy Prepared for the Next One? Sooner or later, there is another downturn—that much is certain. Granted, economists have predicted 17 of the last three recessions, but what goes up must at some point go down. The Fed is deeply concerned that current fiscal policy is going to make responding very hard. The mounting d...
Continue reading
  272 Hits
  0 Comments
Tags:
272 Hits
0 Comments

Strategic Global Intelligence Brief for April 12, 2018

Short Items of Interest—U.S. Economy Fed Minutes Reveal Attitudes on Inflation It has been pretty obvious the Fed has become more sensitive to an outbreak of inflation just by the kind of commentary coming from the members, but the latest set of Fed minutes confirms the estimation. There is consensus that inflation will soon reach the 2% threshold,...
Continue reading
  208 Hits
  0 Comments
208 Hits
0 Comments

Strategic Global Intelligence Brief for April 11, 2018

Short Items of Interest—U.S. Economy Debt and Homeownership It has not been a hard and fast rule, but the thinking has long been that one's mortgage should not account for more than about 30% of one's income. Any more than that and one is said to be house poor and on financially tricky footing. Right now, there are many more people falling into tha...
Continue reading
  250 Hits
  0 Comments
250 Hits
0 Comments

Strategic Global Intelligence Brief for April 10, 2018

Short Items of Interest—U.S. Economy Innovation Shift? Over the years, there have been many myths that have been challenged. The U.S. and Europe have watched the development of strong and competitive manufacturing sectors in states such as India, China and elsewhere, but they have long contented themselves with the assumption that only they have be...
Continue reading
  234 Hits
  0 Comments
234 Hits
0 Comments

Strategic Global Intelligence Brief for April 9, 2018

Short Items of Interest—U.S. Economy Manufacturers Speak Out There has always been a love-hate relationship between the U.S. and China as far as the manufacturer is concerned. On the one hand, there is the intense competitive pressure that China started to impose on the U.S. sector as far back as the 1980s. The landscape of the industrial community...
Continue reading
  207 Hits
  0 Comments
207 Hits
0 Comments

Strategic Global Intelligence Brief for April 6, 2018

Short Items of Interest—U.S. Economy Rhetoric Ramps Up If one looks at just the theatrics, it would seem the U.S. and China are headed down a path of mutual destruction—at least of their economies. The tit-for-tat exchange now includes hundreds of billions of dollars' worth of products from both nations. Trump upped his threats yesterday and China ...
Continue reading
  238 Hits
  0 Comments
238 Hits
0 Comments

Strategic Global Intelligence Brief for April 5, 2018

Short Items of Interest—U.S. Economy Should Growth Be Decelerating? The fact is that growth numbers have been weakening a little throughout the country. Every region is experiencing a flatter pace of growth than the month before, but nothing suggests even a long-term dip. There is no crisis to sound an alarm over, but it does bring up a nagging que...
Continue reading
  357 Hits
  0 Comments
Tags:
357 Hits
0 Comments

Strategic Global Intelligence Brief for April 4, 2018

Short Items of Interest—U.S. Economy Manufacturing Employment Up According to ADP, the payroll company, the labor market is getting tighter—the level of job creation is as high as it has been in well over a year. This is not always the most accurate estimate of the overall job situation so we will have to wait for the official figures, but the ADP ...
Continue reading
  363 Hits
  0 Comments
363 Hits
0 Comments

Strategic Global Intelligence Brief for April 3, 2018

Short Items of Interest—U.S. Economy Pork Tariffs The Chinese have been cautious as regards what they have taken aim at. There are significant parts of the U.S. economy that are closely connected to the Chinese economy. Also, there are certainly areas that would hurt the U.S. far more than tariffs on pork, fruits and nuts. The U.S. would most defin...
Continue reading
  495 Hits
  0 Comments
Tags:
495 Hits
0 Comments

Strategic Global Intelligence Brief for April 2, 2018

Short Items of Interest—U.S. Economy Mixing Issues with Mexico It remains a mystery to me just why Trump so dislikes our neighbor to the south, but it seems that not a day goes by without another assault on Mexico. The imposition of steel tariffs on Mexico will be contingent on what they do with NAFTA (as will those with Canada). Now, the issue of ...
Continue reading
  408 Hits
  0 Comments
408 Hits
0 Comments

Strategic Global Intelligence Brief for March 30, 2018

Short Items of Interest—U.S. Economy The Rush for Summer Help This is the time of year when the U.S. business community really clashes with the aims of those opposed to immigration into the U.S. It has been the argument of the anti-immigrant groups that these low-skilled jobs need to be filled by Americans looking for work. Low-skilled immigrant vi...
Continue reading
  510 Hits
  0 Comments
Tags:
510 Hits
0 Comments

Strategic Global Intelligence Brief for March 28, 2018

Short Items of Interest—U.S. Economy GDP Growth Better than Expected Even just a few days ago, the consensus view was that GDP numbers for the fourth quarter would be better than the earlier predictions, but not as good as they have turned out to be. The final look at the Q4 numbers from 2017 show the economy growing at very nearly 3%. The growth f...
Continue reading
  530 Hits
  0 Comments
Tags:
530 Hits
0 Comments

Strategic Global Intelligence Brief for March 27, 2018

Short Items of Interest—U.S. Economy Not All Consumer Confidence Numbers Up The University of Michigan report was as upbeat as ever, but the report from the Conference Board slipped a little from its 18-year high last month. This is not the time for alarm, however, as almost every analyst predicted there would be a tumble from that exalted high, bu...
Continue reading
  506 Hits
  0 Comments
Tags:
506 Hits
0 Comments

Strategic Global Intelligence Brief for March 26, 2018

Short Items of Interest—U.S. Economy John Williams Likely to Replace Bill Dudley The head of the New York Fed is one of the most important of the 12 regional Fed leaders as it is the branch that interacts with Wall Street most consistently. It is the only regional Fed that has a permanent seat at the table for the Open Market Committee. Dudley anno...
Continue reading
  515 Hits
  0 Comments
Tags:
515 Hits
0 Comments

Strategic Global Intelligence Brief for March 21, 2018

Short Items of Interest—U.S. Economy Next Salvo of Trade Restrictions Aimed at China By the end of the week, the Trump administration will be hitting the Chinese with another round of tariffs and trade restrictions that could cost the Chinese some $30 billion. The focus of these restrictions has been technology related. The U.S. has accused the Chi...
Continue reading
  412 Hits
  0 Comments
Tags:
412 Hits
0 Comments

Strategic Global Intelligence Brief for March 20, 2018

Short Items of Interest—U.S. Economy Fed Set to Become More Aggressive? We will get an idea of the Fed's thinking soon enough, but there are some factors that have led analysts, as well as some at the Fed, to assume that a more aggressive anti-inflation stance may be developing sooner than originally expected. The combination of generally good econ...
Continue reading
  368 Hits
  0 Comments
368 Hits
0 Comments