Strategic Global Intelligence Brief for February 24, 2020

By Chris Kuehl, Ph.D., NACM Economist—Short Items of Interest—US Economy—Consumer Confidence Watch Tomorrow, the Conference Board will release its latest survey data on the mind of the consumer. As long-time readers know by this time, I am not a huge fan of these consumer surveys as the consumer is notoriously fickle and hard to read. One day they ...
Continue reading
0
  381 Hits
  0 Comments
Tweet
381 Hits
0 Comments

Strategic Global Intelligence Brief for February 21, 2020

By Chris Kuehl, Ph.D., NACM Economist—Short Items of Interest—US EconomyAnother Rough Year Ahead for Farmers The latest outlook from the Department of Agriculture is a depressing one. The expectation is that 2020 will be another hard one for the farming sector. The prices for the most commonly produced commodities are still down and expected to fal...
Continue reading
0
  334 Hits
  0 Comments
Tweet
334 Hits
0 Comments

Strategic Global Intelligence Brief for February 19, 2020

By Chris Kuehl, Ph.D., NACM Economist—Short Items of Interest—US EconomyTrump Reversal?If you are having a hard time figuring out the Trump approach to China trade, you are not alone. In the last couple of years, it has been a mix of tactics without a discernible pattern. In many respects, it seems to reflect an internal battle between advisors, as...
Continue reading
0
  500 Hits
  0 Comments
Tweet
500 Hits
0 Comments

Strategic Global Intelligence Brief for February 14, 2020

By Chris Kuehl, Ph.D., NACM Economist—Short Items of Interest—U.S. Economy—Slight Hike in Consumer Inflation The latest consumer price index has been released. It showed a 0.1% increase in consumer inflation. This is attributed to rising costs in sectors such as health care, food and housing. Even in these sectors, there was considerable variety. T...
Continue reading
0
  469 Hits
  0 Comments
Tweet
469 Hits
0 Comments

Strategic Global Intelligence Brief for February 12, 2020

By Chris Kuehl, Ph.D., NACM Economist—Short Items of Interest—U.S. Economy—Revisions to the Oil Data There is little doubt the oil world has been flipped by the development of oil resources in the U.S. Each month, there is more data that reinforces that observation. The Energy Information Agency has announced the U.S. will set a new record for oil ...
Continue reading
0
  454 Hits
  0 Comments
Tweet
454 Hits
0 Comments

Strategic Global Intelligence Brief for February 10, 2020

By Chris Kuehl, Ph.D., NACM Economist—Short Items of Interest—U.S. Economy—Trade War Winners and Losers The confrontation between the U.S. and China has been altering the global economy for the last two years. As with any reorganization of the status quo there are changes that benefit some and changes that damage others. The pace of global growth h...
Continue reading
0
  389 Hits
  0 Comments
Tweet
389 Hits
0 Comments

Strategic Global Intelligence Brief for February 7, 2020

By Chris Kuehl, Ph.D., NACM Economist—Short Items of Interest—U.S. Economy—Where Was the Good and Bad News in the Employment Numbers? The number of jobs added was more than had been predicted—225,000 as opposed to the expected 160,000. The breakdown of where jobs were gained and lost was of the most interest and significance. The big gains were in ...
Continue reading
0
  476 Hits
  0 Comments
Tweet
476 Hits
0 Comments

Strategic Global Intelligence Brief for February 5, 2020

By Chris Kuehl, Ph.D., NACM Economist—Short Items of Interest—U.S. Economy—Trade Gap Reduced Last Year There is good news and bad news as far as the trade deficit is concerned. For the first time in six years, the gap has narrowed. The problem is this reduction in the size of the deficit was the result of reduced imports, which occurred from the im...
Continue reading
0
  473 Hits
  0 Comments
Tweet
473 Hits
0 Comments

Strategic Global Intelligence Brief for February 3, 2020

By Chris Kuehl, Ph.D., NACM Economist—Short Items of Interest—U.S. Economy—Watch the PMI Data The manufacturing sector worldwide has been drifting deeper and deeper into recession territory. Today, the latest set of purchasing managers' data will be released for many of these countries. There is a universal expectation that the news will be bad, bu...
Continue reading
0
  395 Hits
  0 Comments
Tweet
395 Hits
0 Comments

Strategic Global Intelligence Brief for January 31, 2020

By Chris Kuehl, NACM Economist—Short Items of Interest—U.S. Economy—Consumer Slowdown The latest data on consumers is not exactly bad, but it isn't all that good either. For the last few years, it has been the consumer driving the economic progress in the U.S. Anything that suggests this run could be coming to an end will worry the manufacturers, t...
Continue reading
0
  448 Hits
  0 Comments
Tweet
448 Hits
0 Comments

Strategic Global Intelligence Brief for January 29, 2020

By Chris Kuehl, Ph.D., NACM Economist—Short Items of Interest—U.S. Economy—Durable Goods Orders Surprise The expectation had been there would be a 0.3% decline after a similar decline the month prior. Instead, there was a nice jump of 2.4% in the demand for goods designed to last three or more years. The one caveat to be aware of is that almost all...
Continue reading
0
  483 Hits
  0 Comments
Tags:
nacmblog
Tweet
483 Hits
0 Comments

Strategic Global Intelligence Brief for January 27, 2020

By Chris Kuehl, Ph.D., NACM Economist—Short Items of Interest—U.S. Economy—Can Fed Develop an Old Tactic for Today? One of the concerns expressed by many within the Federal Reserve is it lacks enough ammunition in the event of another recession threat. The traditional tool was to lower rates to stimulate borrowing, but with rates as low as they are...
Continue reading
0
  396 Hits
  0 Comments
Tweet
396 Hits
0 Comments

Strategic Global Intelligence Brief for January 24, 2020

Short Items of Interest—U.S. EconomyImproving Business ConditionsAs 2019 came to an end, there was some difference of opinion as far as what to expect in the coming year. There have been some headwinds and concerns, but it was not clear whether these would really inhibit growth plans. It now appears that most of these concerns seem manageable and m...
Continue reading
0
  600 Hits
  0 Comments
Tweet
600 Hits
0 Comments

Strategic Global Intelligence Brief for January 22, 2020

By Chris Kuehl, Ph.D., NACM Economist—Short Items of Interest—U.S. Economy The Chore GapThere has been quite a lot of attention devoted to some of the gender gap issues—everything from pay differences to promotions. Relatively little attention has been paid to the "chore gap," but some studies reveal this issue has a direct impact on some of the bi...
Continue reading
0
  609 Hits
  0 Comments
Tweet
609 Hits
0 Comments

Strategic Global Intelligence Brief for January 20, 2020

By Chris Kuehl, Ph.D., NACM Economist—Short Items of Interest—U.S. EconomyAggressive TargetsNow that the U.S. and China have seemingly called a truce, all eyes have shifted to a more monitoring position—Can the Chinese really live up to their promises? Given the reaction of the business and economic community, it seems there are many skeptics. The ...
Continue reading
0
  507 Hits
  0 Comments
Tweet
507 Hits
0 Comments

Strategic Global Intelligence Brief for January 17, 2020

By Chris Kuehl, Ph.D., NACM Economist—Short Items of Interest—U.S. EconomyWho Has the Leverage?The trade deal signed between the U.S. and China has broken with the usual pattern of trade deals and will likely have an impact on future negotiations between nations. The system established at the end of WWII sought to balance trade talks through the us...
Continue reading
0
  597 Hits
  0 Comments
Tags:
nacmblog
Tweet
597 Hits
0 Comments

Strategic Global Intelligence Brief for January 13, 2020

By Chris Kuehl, Ph.D., NACM Economist—Short Items of Interest—U.S. Economy—What Worries the Fed? The commentary from some of the regional Fed officials would suggest the Fed has the same concerns as have been expressed in previous years despite the fact there is no imminent risk that would require immediate action. Eric Rosengren of the Boston Fed ...
Continue reading
0
  661 Hits
  0 Comments
Tweet
661 Hits
0 Comments

Strategic Global Intelligence Brief for January 10, 2020

By Chris Kuehl, Ph.D., NACM Economist—Short Items of Interest—U.S. Economy—Women in Ascendance For the first time in a decade, women make up the majority of the workforce. This is not the first time that women have held this position, but the situation is far different from the last time this was the case. In the past, it was due to the fact men we...
Continue reading
0
  441 Hits
  0 Comments
Tweet
441 Hits
0 Comments

Strategic Global Intelligence Brief for January 8, 2020

By Chris Kuehl, Ph.D., NACM Economist—Short Items of Interest—U.S. Economy—Do Tax Incentives Work? There is no subject that generates more controversy within economic development circles than the effectiveness of the tax incentive. The logic seems sound enough at first glance. A city or state wants to attract a major employer to choose them. To lur...
Continue reading
0
  572 Hits
  0 Comments
Tweet
572 Hits
0 Comments

Strategic Global Intelligence Brief for January 6, 2020

By Chris Kuehl, Ph.D., NACM Economist—Short Items of Interest—U.S. Economy—Can the Fed React to a Recession Threat? One of the consistent concerns expressed over the historically low interest rates is they have fallen so far that the Fed no longer has the tools it needs to deal with a recession should one appear. The traditional means by which the ...
Continue reading
0
  381 Hits
  0 Comments
Tweet
381 Hits
0 Comments
       
1 2 3 4 5 6 7 8 9 10