Economic Commentary
Businesses hoarding workers? Say what?
ECONOMY & POLICY October 14, 2022 Chief Economist Eugenio J. Alemán discusses current economic conditions. I am back from the annual NABE (National Association for Business Economics, www.nabe.com) conference in Chicago after spending three days listening to specialists in various sectors of the domestic and global economy talk about what they see today and what […]
Split Congress could be Goldilocks outcome for markets
ECONOMY & POLICY October 11, 2022 A divided government result from the U.S. midterm elections would reduce the risk of significant tax adjustments and outsized budget battles, explains Washington Policy Analyst Ed Mills. To read the full article, see the Investment Strategy Quarterly publication linked below. Key takeaways In the midterms, Democrats are battling […]
The Federal Reserve has a long way to go
ECONOMY & POLICY October 07, 2022 Chief Economist Eugenio J. Alemán discusses current economic conditions. We are in the camp that what the Federal Reserve (Fed) has done and is expected to do with interest rates until the end of this year will be enough to weaken economic activity so that the path for […]
What’s the Fed’s game plan for the months ahead?
MARKETS & INVESTING October 03, 2022 As billions of fans eagerly await the 2022 World Cup, CIO Larry Adam draws parallels between the globe’s most popular sport and the current investing environment. To read the full article, see the Investment Strategy Quarterly publication linked below. Like soccer fans following their favorite players, investors have […]