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This week on “Inside the Economy”, we evaluate employment, currency, and the importance of Natural Gas as a U.S. export. The recent job openings report shows a continued trend downward. What does this tell us about the trajectory of the U.S. economy? In other news, the U.S. dollar index continues to strengthen. How do global payments denominated in…
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This week on “Inside the Economy”, we discuss personal interest expense and changes in household debt. What category has the highest percent change from 2023? New home sales have slowed due to higher interest rates, but what does this mean for delinquency rates? Federal net interest outlays are climbing higher in amount as compared to historical da…
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This week on “Inside the Economy”, we monitor the increased consumer spending in tandem with rising delinquencies on mortgages. Is the Federal Reserve going to consider any rate hike movement before year-end? Consumers are still flooding into the stock market, alongside money flowing into money market bond funds. U.S. goods imported have remained s…
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This week on “Inside the Economy”, we discuss the good news for consumers and bad news for the Federal Reserve. Spending on new manufacturing construction projects has increased. Does this emulate a contracting or expanding economy? How will the Federal Reserve react to the ISM Survey and Manufacturing data? Home prices are at a stabilization point…
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This week on “Inside the Economy”, we explore where the economic slowdown is coming and where it is not. Household credit card debt has increased over the past few years. The outstanding interest payments for non-mortgage debt even caught up with mortgage interest payments. Does this emulate a struggling consumer? Have consumers gone delinquent? Mo…
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This week on “Inside the Economy”, we assess household net worth and assets, commercial real estate, and the Dollar. The U.S. consumer has a strong balance sheet; specifically, with checking and savings. What does that mean for overall market exposure? The trade-weighted dollar continues to drive upwards and proving to still be a strong dollar. Wha…
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This week on “Inside the Economy”, we evaluate the various levels of Consumer debt and trends in the Market. Recent news has shown the appearance of layoffs in the market, but overall layoff numbers continue at 1%. Are we in crisis mode in the labor market? U.S. Household Debt has risen; however, most is held in Mortgage debt. Is the increased cons…
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This week on “Inside the Economy”, we discuss labor, debt and where the strain is starting to show. The U.S. debt levels are trending lower after recent infusions during the pandemic and reaching pre Covid levels relative to GDP. Should debt levels be a top priority? Unemployment continues to stay in the 3% range. Will unemployment claims increase …
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This week on “Inside the Economy”, we continue to evaluate the flood of new data. Inflation is still trending lower, and the job market continues to be close to full employment. Will the Fed engineer a soft landing? Mortgage rates are also trending lower; however, housing inventory remains at all-time lows. When will things change? Tune in to learn…
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This week on “Inside the Economy”, we talk about some important economic data. GDP estimates continue to be above trend and unemployment remains low. However, the Fed seems to be content with inflation data trending lower and many are speculating on future rate cuts. How will this impact the stock and bond market in 2024? Tune in to learn more! Key…
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This week on “Inside the Economy”, we discuss labor and financial headwinds. Jobless claims and unemployment remain relatively stable, but how has the labor market changed since 2020 and where will the labor market go from here? Inflation continues to soften, yet as we look to 2024 where do we see potential headwinds to the economy? Tune in to lear…
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This week on “Inside the Economy”, we discuss a variety of economic news. The Fed has one more meeting to round out 2023. All eyes will be on if they continue to hold rates and the impact on unemployment and inflation. In other news, the housing market experienced the lowest number of existing home sales in more than a decade. Will housing prices c…
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This week on “Inside the Economy”, we discuss labor and interest rates. With jobless claims and unemployment remaining relatively stable, how have hourly earnings changed since the pandemic and what does this mean for the labor market as we look ahead? As interest rates have risen from previous multi year lows, what does a higher interest rate envi…
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This week on “Inside the Economy”, we discuss an array of economic news. Consumer spending is still strong and retail sales continue to climb. Even as the Fed raises rates, the housing market has stayed strong, and unemployment remains low. What, if anything, will begin to slow or influence the Fed to lower rates? Tune in to learn more! Key Takeawa…
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This week on “Inside the Economy”, we discuss some economic hurdles in the system, as well as the budget deficit. Savings rates and new mortgage applications have dropped below pre-pandemic levels, along with an increasing office vacancy rate. What does this mean for the economy as we move into the 4th quarter? The budget deficit has been a main th…
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This week on “Inside the Economy”, we look at consumer savings & globalization. Despite strong consumer demand and student loan payments starting back up, household savings remain at pre-pandemic highs. With an everchanging global economy, the US has diversified imports away from China and continues to increase industrial robots when it comes to do…
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This week on “Inside the Economy”, we address new economic data. CPI jumped month over month, largely due to the increase in oil prices. How will this impact the Fed’s decisions for the rest of 2023? Overall, the economy is moving along, due to a strong consumer. Will the restart of student loan payments change this? Tune in to learn about this and…
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This week on “Inside the Economy”, we look at wages and housing. Wage and salary growth has moved back to pre-pandemic levels, with the highest income households seeing the slowest growth, alongside declining job openings numbers. With virtually all rent measures currently on the rise, home prices have also continued to rise despite the recent incr…
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This week on “Inside the Economy”, we continue to wade through the summer doldrums. The consumer is still spending and enjoying historically elevated home equity values. As the Fed continues to raise rates, yields across the board also rise. Mortgages continue to climb, and longer-term treasury yields slip higher. How long until inflation and the c…
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This week on “Inside the Economy”, we discuss some key data pieces. From a year ago, inflation has trended lower, unemployment has stayed the same, and treasury yields continue to climb. The Fed is continuing to raise rates as they receive traditionally conflicting data. Is inflation under control and how high do they need to go with the cost of mo…
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This week on “Inside the Economy”, we look at the lending market, housing, the Federal Reserve, and other economic data. Lending data is showing delinquencies at record lows, as we prepare for student loan payments to start back up in September. Industrial production in the US has remained high, and with a potential Fed increase of 0.25% in rates a…
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This week on “Inside the Economy”, we look at unemployment and personal savings. Unemployment has continued to be a driver for the Fed decisions and after recently ticking back up, the unemployment rate has begun to slide down. What is causing such a robust employment market? With inflation on its slow decline, we are starting to see personal savin…
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This week on “Inside the Economy”, we continue to look for meaningful changes in the economic data. CPI numbers continue to trend lower as energy and food continue to normalize. Student debt payments have garnered people’s attention as payments could come back online after August. How will this impact inflation? Tune in to learn about this and more…
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This week on “Inside the Economy”, we look at several pieces of economic data, including inflation and housing. Inflation continues its slow decline and approaches the Fed Funds target rate, but is it enough to sway the Fed to pause at their upcoming meeting? Median home prices have started ticking upward, mortgage delinquencies are at record lows,…
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This week on “Inside the Economy”, we look at an array of economic data, most of it showing signs of a decently healthy economy. The Fed continues to fight inflation with a 0.25% increase next month still on the table. The debt ceiling debate seems to have a resolution as a deal is being finalized. Where will inflation and the Fed’s policy take us …
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This week on “Inside the Economy”, we look at inflation, consumer spending, jobs, and other economic data. With a decline in consumer spending, inflation continues to lower after the most recent 0.25% increase from the FED. Job openings have decreased across a majority of industries, and with the housing market seeing low purchase and refinance act…
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This week on “Inside the Economy”, we look at income, housing and other economic data. ISM manufacturing data ticked up a bit, while GDP estimates for Q1 came in lower. The Federal Reserve is expected to raise rates 0.25% this month as inflation numbers continue to stay above 5%. What will it take to fight inflation and avoid a recession? Tune in t…
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This week on “Inside the Economy”, we take a look at the consumer and financial stress in the system. Headline inflation came down year over year in the month of March. Many of the supply side contributors seem to be returning to pre-pandemic levels, however the consumer seems to be staying strong. How will this impact the Fed’s decision making for…
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This week on “Inside the Economy”, we discuss banking and inflation. Money market funds have seen large inflows over the past 2 months following the issues in the banking industry, but with the Fed’s balance sheet growing as well, what does this mean for the economy going forward? Inflation continues to soften with lower rents and supply chain proc…
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This week on “Inside the Economy”, we discuss the headline news of two bank failures as well as other economic data. Silicon Valley Bank (SVB) was taken into conservatorship by the regulators and forced the FDIC and Fed to act. How will this impact monetary policy in the coming months? Unemployment was mixed and other data points to inflation conti…
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This week on “Inside the Economy”, we discuss the consumer and inflation. Over the past 2 years we have seen household savings decrease and shelter prices increase, yet we have seen historical wage growth and strong consumer spending. As the Federal Reserve continues its fight against inflation, what does that mean for the consumer and prices as we…
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This week on “Inside the Economy”, we discuss important economic data. Inflation is trending lower, however it’s uncertain what it will take to achieve the Fed’s 2% target. The housing market continues to soften, and corporate earnings are projected to be lower for 2023. State governments seem to have plenty of funding. Tune in to find out more!Key…
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This week on “Inside the Economy”, we discuss jobs and the Federal Reserve. Jobless claims continue to decrease and unemployment remains at record lows. With a slowing economy, what will that mean for employment for 2023? The Federal Reserve continues to raise rates with their most recent 0.25% increase in January. Will the data soften enough in 20…
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This week on “Inside the Economy”, we discuss important economic data. The labor market remains strong even as the Fed raises rates. The housing market continues to soften and corporate earnings per share are projected to be lower for 2023. Will we see a recession this year? Tune in to find out more!Key Takeaways:• 2-year treasury yield remains abo…
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This week on “Inside the Economy”, we discuss the Federal Reserve. With inflation beginning to soften, and a Federal Reserve meeting upcoming in late January, all eyes are on the Federal Reserve to see what they do next. Will softening data in the housing, labor, and services market be enough to relax the FED, or will they continue to be aggressive…
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This week on “Inside the Economy”, we discuss the economic health of the consumer and corporations. For the consumer, hourly wages have leveled off and personal savings have decreased. Housing continues to be a sticking point for the consumer with the house-price index coming down and home equity withdrawal on the rise. Corporations on the other ha…
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This week on “Inside the Economy”, we discuss consumer spending and the progress in the inflation battle. Inflation data, represented by the CPI index, has trended down. However, unemployment remains low lending it’s way to sustained strength in consumer spending. Will the conflicting data keep the Federal Reserve on their rate hike campaign, or wi…
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This week on “Inside the Economy”, we discuss the U.S. economy and the stock market. With the most recent year over year inflation number coming in lower than expected, what does that mean for the U.S. economy moving forward and will inflation continue to soften as we move into 2023? The stock market has shown some life over the past 2 weeks, but h…
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This week on “Inside the Economy”, we look at U.S. consumer, corporate and government data. Consumers have more in their checking and savings then they did pre pandemic. Inflation seems to be impacting some ways in which we spend but the aggregate remains up. Corporate profit margins remain elevated. Will the estimates continue to trend up into 202…
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This week on “Inside the Economy”, we discuss the Federal Reserve & housing. With the upcoming Federal Reserve meeting in early November, the economy and the consumer are waiting to see where interest rates go. Will it be enough to dampen inflation as we move closer to 2023? The housing market continues to soften with mortgage rates above 7% and ne…
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This week on “Inside the Economy”, we take a thorough look at the data. Treasury yields have continued to rise as the Federal Reserve maintains their mandate to break inflation and stabilize prices. The consumer is still spending, and the job market continues to remain strong. Where will the cost of money be at the end of the year? Tune in to learn…
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This week on “Inside the Economy”, we discuss the consumer & the U.S. economy. With inventory levels on the rise, the Federal Reserve continuing to raise interest rates, and gas prices moving back down, the U.S. consumer is hoping for inflation to cool as we move into the end of the year. With many saying that the U.S. Economy is heading for a rece…
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This week on “Inside the Economy”, we discuss jobs and housing. Layoffs and initial jobless claims remain at low levels, along with increases in the labor participation rate. Mortgage payments as a percentage of income have jumped as we continue to see mortgage rates increase and home prices adjust down, but how is this different from what we saw i…
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This week on “Inside the Economy”, we discuss inflation & housing. The Consumer Price Index shows us that inflation may have hit its peak, but goods and services spending remain strong and the Fed continues to show its willingness to raise rates to try to tame inflation. The supply of homes in the U.S. has risen as new loan applications fall with t…
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This week on “Inside the Economy”, we discuss consumer debt & real estate. Consumer debt continues to rise alongside a decline in the personal saving rate to pre-pandemic levels. Home prices have started to come down as mortgage rates rise above 5%, but what does this mean for new home buyers and the economy moving forward? Tune in to learn about t…
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This week on “Inside the Economy”, we will dive a little deeper into June’s headline vs core inflation numbers. As oil drops below $100/barrel, will that signal the peak of inflation? In the housing market, loan applications decline to a level we haven’t seen in over two decades. Where will mortgage rates end up? Tune in to learn more!Key Takeaways…
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This week on “Inside the Economy”, we discuss consumer prices and potential recession. As inflation continues to remain high, we are seeing increased gas & food prices but also lower logistics costs & home prices. What does that mean for our wallets in the coming months? There has been talk of recession, but what does that mean for the consumer and…
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This week on “Inside the Economy”, all eyes continue to be on inflation as well as mortgage rates. We’ve seen energy, metals and other commodities trend lower, which should create some relief in the overall inflation numbers. As the Fed continues to raise short term rates, mortgage rates continue to climb. This is creating some softness in home pri…
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This week on “Inside the Economy”, we discuss consumer spending and housing. With credit card spending on the rise and savings rates moving down, how long will this strong consumer spending last? Net home sales have seen a national pullback, and with mortgage rates in the high 5% range, where do we think the housing market is going? Tune in to lear…
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This week on “Inside the Economy”, we discuss a full economic agenda including inflation, the stock market and news on global food supplies. Job openings continue to rise, and data suggest people 65 and older haven’t returned to the workforce since April 2020. Will we see this change due to higher gas and food prices? The stock market continues to …
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