Strategic Global Intelligence Brief for January 3, 2020

By Chris Kuehl, Ph.D., NACM Economist—Short Items of Interest—U.S. EconomyFed PlansThis is the week the minutes from the December meeting of the FOMC are released, and this will provide an opportunity to learn what was on their mind at that session. The decision at the time was to leave the rates alone, and there was no dissent from the doves who h...
Continue reading
0
  612 Hits
  0 Comments
Tweet
612 Hits
0 Comments

Strategic Global Intelligence Brief for December 30, 2019

By Chris Kuehl, Ph.D., NACM Economist—Short Items of Interest—U.S. Economy—Will Business Investment Bounce Back?— Much of the progress for the economy this past year has been due to the activity within the consumer sector. Consumers have been reacting to the good job numbers and the lack of inflation. The news has not been as good as far as the bus...
Continue reading
0
  427 Hits
  0 Comments
Tweet
427 Hits
0 Comments

Strategic Global Intelligence Brief for December 23, 2019

By Chris Kuehl, NACM Economist—Short Items of Interest—U.S. Economy—Durable Goods Slide— Most of the news from the consumer has been pretty solid of late. There have been good retail numbers and consumer confidence has remained strong. That hardly means there is nothing for the dismal scientists to worry about. The latest data on durable goods show...
Continue reading
0
  452 Hits
  0 Comments
Tweet
452 Hits
0 Comments

Strategic Global Intelligence Brief for December 20, 2019

By Chris Kuehl, Ph.D., NACM Economist—Short Items of Interest—US Economy—Even the Doves Are Satisfied— It has been no shock that various hawks on the Fed's Open Market Committee have been calling for an end to the lowering of rates—Esther George and Eric Rosengren have dissented against the cuts three times in the last several months. There had bee...
Continue reading
0
  487 Hits
  0 Comments
Tweet
487 Hits
0 Comments

Strategic Global Intelligence Brief for December 18, 2019

By Chris Kuehl, Ph.D., NACM Economist—Short Items of Interest—U.S. Economy—Industrial Activity Recovers— The industrial production numbers include three sectors that do not always move in lockstep. The biggest part of the measurement concerns manufacturing. Of late, this sector has been slowing down. The other two categories include mining (which i...
Continue reading
0
  394 Hits
  0 Comments
Tweet
394 Hits
0 Comments

Strategic Global Intelligence Brief for December 16, 2019

By Chris Kuehl, Ph.D., NACM Economist—Short Items of Interest—U.S. Economy—Too Much Collateral—Too Little Cash— The repo market is largely unfamiliar with the general public, but it is certainly important to the banking system. This is the system banks use to do short-term loans. The banks borrow money overnight to handle the day's obligations and ...
Continue reading
0
  482 Hits
  0 Comments
Tags:
nacmblog
Tweet
482 Hits
0 Comments

Strategic Global Intelligence Brief for December 13, 2019

By Chris Kuehl, Ph.D., NACM EconomistShort Items of Interest—U.S. EconomySlower Start than ExpectedThere were some pretty high hopes for the retail season, but they seem to have been somewhat misplaced as the numbers are weaker than expected. The season started off pretty well with a good back-to-school period and a decent Halloween, but the big da...
Continue reading
0
  604 Hits
  0 Comments
Tweet
604 Hits
0 Comments

Strategic Global Intelligence Brief for December 11, 2019

By Chris Kuehl, Ph.D., NACM EconomistShort Items of Interest—U.S. EconomyTax Policy Arguments ContinueDespite almost a year of negotiating, there is no end in sight as regards the development of tax breaks. The sense now is that a deal will have to wait until after the first of the year, as there has been no progress on the issue in the Senate. Sev...
Continue reading
0
  557 Hits
  0 Comments
Tags:
nacmblog
Tweet
557 Hits
0 Comments

Strategic Global Intelligence Brief for December 9, 2019

By Chris Kuehl, Ph.D., NACM Economist—Short Items of Interest—U.S. Economy—A Giant Has Passed— The news started off with a depressing note. Paul Volcker has passed away at the tender age of 92. It is hard to argue that there has been a more influential Fed chairman in modern times and very few economists with the reach he had. As recently as a year...
Continue reading
0
  413 Hits
  0 Comments
Tweet
413 Hits
0 Comments

Strategic Global Intelligence Brief for December 6, 2019

By Chris Kuehl, Ph.D., NACM Economist—Short Items of Interest—U.S. Economy—No Shocks Expected in Today's Jobs Data— By the time you read this, the jobs numbers will have been released and you will know whether the economists have any idea about what is going on in the economy. The expectation is there will have been some solid job gains and the ove...
Continue reading
0
  400 Hits
  0 Comments
Tweet
400 Hits
0 Comments

Strategic Global Intelligence Brief for December 4, 2019

By Chris Kuehl, Ph.D., NACM Economist—Short Items of Interest—U.S. Economy—Few Takers for Expanded Offshore Drilling— A year or so ago, there was a statement from the White House that suggested the U.S. was going to go full tilt towards more offshore drilling. There was limited enthusiasm from the energy sector as there has been a decline in demand...
Continue reading
0
  387 Hits
  0 Comments
Tweet
387 Hits
0 Comments

Strategic Global Intelligence Brief for December 3, 2019

By Chris Kuehl, Ph.D., NACM Economist—Short Items of Interest—U.S. Economy—Services Domination Shrinks— The U.S. has long run a deficit when it comes to goods. The fact is U.S. consumers want low prices and lots of variety and have long availed themselves of the global output. At the same time, the U.S. has run a surplus with almost every nation wh...
Continue reading
0
  370 Hits
  0 Comments
Tweet
370 Hits
0 Comments

Strategic Global Intelligence Brief for November 27, 2019

By Chris Kuehl, Ph.D., NACM Economist—Short Items of Interest—U.S. Economy—Are Investors in Fantasy Land?— Once again, the markets are setting records. This baffles those who still insist there is a connection between the status of the economy and the markets. There has been a steady drumbeat of down economic data—reduced industrial output, weaker ...
Continue reading
0
  393 Hits
  0 Comments
Tweet
393 Hits
0 Comments

Strategic Global Intelligence Brief for November 25, 2019

By Chris Kuehl, Ph.D., NACM Economist—Short Items of Interest—U.S. Economy—Markets Hoping for the Best— Investors appear to be a happy and confident lot these days as they continue to believe everything is going to turn out just fine. There have been ample signals as to the potential for a serious slowdown and maybe even a full-fledged recession, b...
Continue reading
0
  521 Hits
  0 Comments
Tweet
521 Hits
0 Comments

Strategic Global Intelligence Brief for November 22, 2019

By Chris Kuehl, PH.D., NACM Economist—Short Items of Interest—U.S. Economy—American Mobility Declines— Once upon a time, the U.S. was characterized as one of the most mobile societies in the world. It was a driver of the economy in a variety of ways. It meant people were willing to relocate for jobs and that there was a vibrancy in the economy whic...
Continue reading
0
  491 Hits
  0 Comments
Tweet
491 Hits
0 Comments

Strategic Global Intelligence Brief for November 20, 2019

By Chris Kuehl, Ph.D., NACM Economist—Short Items of Interest—U.S. Economy—Another Round of Stopgap Funding— The government shutdown will be averted once again, but there is still no real budget in place. The decision was made to pass another short-term extension and keep the government functioning through December 20. The Senate will take up the H...
Continue reading
0
  423 Hits
  0 Comments
Tweet
423 Hits
0 Comments

Strategic Global Intelligence Brief for November 18, 2019

By Chris Kuehl, Ph.D., NACM Economist—Short Items of Interest—U.S. Economy—Where Is the Wage Inflation?— One of the laments from the economic community has been the apparent demise of the Philips Curve. This tool has been around since the 1950s. It stated logically enough that when the rate of unemployment fell, there would be wage inflation as the...
Continue reading
0
  532 Hits
  0 Comments
Tweet
532 Hits
0 Comments

Strategic Global Intelligence Brief for November 11, 2019

By Chris Kuehl, Ph.D., NACM Economist—Short Items of Interest—U.S. Economy—Going Underwater on Vehicles— The homeowner was once the greatest risk as far as going underwater on a loan. It was not uncommon for people to buy a house at a price that was not maintained. By the time they decided to sell that home, it was worth less than when they bought ...
Continue reading
0
  396 Hits
  0 Comments
Tweet
396 Hits
0 Comments

Strategic Global Intelligence Brief for November 6, 2019

By Chris Kuehl, Ph.D., NACM Economist—Short Items of Interest—U.S. Economy—Business Loan Decline— The Fed has announced that business loan demand was down last quarter. The expectation is that the pace will slow even more in the fourth. This is not much of a shock given all the other data that has been accumulating. The business community is scalin...
Continue reading
0
  383 Hits
  0 Comments
Tweet
383 Hits
0 Comments

Strategic Global Intelligence Brief for November 4, 2019

By Chris Kuehl, Ph.D., NACM Economist—Short Items of Interest—U.S. Economy—More Manufacturing Data on Tap This Week— The last few weeks have repeatedly shown weakness in the global manufacturing sector. That has been weighing on the U.S. economy as well. The latest set of Purchasing Managers' Index (PMI) numbers have been weaker than they were last...
Continue reading
0
  456 Hits
  0 Comments
Tweet
456 Hits
0 Comments
       
1 2 3 4 5 6 7 8 9 10