Consumer debt delinquency: don’t be alarmed
Posted on February 18, 2020 in Insights
While credit card delinquency appears to be an issue with younger consumers, it is not a sign of overall household financial stress.
Lower payroll gains from a maturing labor market?
Posted on January 6, 2020 in Insights
The moderation in U.S. payroll growth in 2019 likely reflects a maturing labor market—one that is reaching full employment. But where does this leave Fed policy?
Webinar Replay: Calendar changes, economic woes increase?
Posted on January 1, 2020 in Insights, News, Webinars
In the new year, the headwinds to global economic growth—trade uncertainties, rising inventories, stopped out monetary policy—are set to become even more daunting.
Technicals versus fundamentals
Posted on November 21, 2019 in Insights
Technicals can be rationalized as a combination of artistry, technology and pattern recognition.
Is the U.S.-China spat to blame for the world’s trade woes?
Posted on November 12, 2019 in Insights
We do not believe the global headwinds to prosperity will be eliminated by a rollback of tariffs between the United States and China.
Webinar: Brexit uncertainty strangles Britain’s economy
Posted on November 1, 2019 in Insights, Webinars
Carl Weinberg will break down what financial market participants need to now about BTU, BEU and PBS -- Brexit transition uncertainty, Brexit election uncertainty and post-Brexit stagflation.
How much cash is under your mattress?
Posted on October 7, 2019 in Insights
Is it possible that low interest rates are driving deposits out of banks and into cash? If so, what does it mean for the banking system?
Does China’s economy need stimulus?
Posted on September 23, 2019 in Insights
China's economy doesn't need stimulus to offset the impact of the U.S. trade war. The bigger threat: African swine fever.
To hike or to ease? That is the BoC’s question
Posted on September 17, 2019 in Insights
Is the Bank of Canada more likely to hike interest rates, as slack evaporates, or to cut interest rates, following the Fed?