Therefore, to understand the financial health of the US we need to look no further than to monitor the financial health of households and consumers. To simplify the US economic equation is simply: Pe... ...more
Weekly Brief
April 17, 2024•5 min read
The media and analysts are back to the good news is bad news routine. Meaning that when economic news is positive then the potential of the Federal Reserve lowering interest rates declines. Read in ... ...more
Weekly Brief
April 10, 2024•6 min read
One economic indicator we monitor is the US Purchasers Manufacturing Index (PMI). This index is based on monthly questionnaire surveys of selected companies that offer an advance indication on month-... ...more
Weekly Brief
April 03, 2024•5 min read
I am at a conference in Denver this week with the focus on the status and future of the financial services industry, economy, and investors. In this Weekly Brief we review observations by keynote spe... ...more
Weekly Brief
March 27, 2024•4 min read
The start of new construction housing increased 10.7% to 1.521 million units month-over-month to an annualized rate in February after falling 12.3% in January. The February increase was well above th... ...more
Weekly Brief
March 20, 2024•4 min read
Although many companies are experiencing record sales with the stocks hitting all-time highs (e.g., Nvidia), the small business sector seems to be missing the party altogether. For several years, we h... ...more
Weekly Brief
March 13, 2024•5 min read
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