Economic Discussion

Today on “Inside the Economy with SH&J”, we take a look at where people are investing their hard-earned money. Americans are spending less on their credit cards but are investing in real estate and home improvement projects. While some are purchasing new homes, others are struggling to make their mortgage payments. Will the missed payments have a long-term economic impact? The stock market has made a slow but steady recovery, have we seen the worst of it or is there more volatility to come? Amazon has proven it can weather the storm, but how are other retailers holding up?

This week on Inside the Economy, we begin to see the economic impact of COVID-19 in the numbers. No surprise, unemployment claims have surged. The next question we need to address is how long will people stay unemployed? The first quarter GDP readings contracted -4.8%, the most since 2008. More than likely, second quarter GDP will decline further, but the U.S. is doing relatively well compared to other countries economic decline. With earnings season wrapping up, health care, consumer staples and technology reported better than expected while other sectors struggled. Tune in to hear more!

This week on Inside the Economy, we continue to talk about the impact COVID-19 is having on the global economy. The U.S. government has interrupted the momentum of the economy asking American people to stay home. The U.S. has already injected liquidity of approximately 11% of GDP into the system. What will the final cost be? As some states gear up to start reopening certain parts of the economy, one thing is certain, there will be clear winners and losers. Tune in to hear more!

This week on Inside the Economy, we dig into the economic implications from the Coronavirus. Unemployment numbers have jumped up from their all-time low—how has the virus impacted the hiring process and what industries are seeing the biggest effects? We have seen highs and lows in the stock market this year. What is to come as we head into first quarter earnings season? We break down the CARES Act and how it reflects what the U.S. has learned from 2008. Tune in for this and more!

On this week’s Inside the Economy, we discuss the sharp contraction in the markets with the S&P 500 dropping more than 30% since its all-time high on February 19th. Although it looks and feels like a recession, what economic indicators signify a true recession and when will we learn if we are living through one? How has social distancing impacted the economy and what is the Federal Reserve and government implementing in order to help ease financial stress? Find out on today’s Inside the Economy.

On this week’s Inside the Economy, we will be diving into how the Coronavirus outbreak is impacting the global markets. Will the recent volatility drive investors to safety or has this become a buying opportunity? Will there be a long-lasting impact on the global economy? The Federal Reserve announced an emergency rate cut in lieu of volatility—have we seen one-off rate cuts like this before? Low interest rates have homeowners flocking to refinance, but what is the effect on their bond portfolios? Cheap oil prices usually lead to increased travel, but this year jetsetters may be staying local. Tune in to hear all of this and more!

On this week’s Inside the Economy, we take a look at the economic data which continues to slow. Is the coronavirus to blame or are other factors impacting global growth? The U.S. stock market is fully valued based on price to earnings ratio. Does this mean the market has reached its ceiling, or will momentum carry prices higher? In other economic data, job openings are trending lower. Tune in to find out more on this week’s Inside the Economy.

On this week’s Inside the Economy, we discuss the world’s safe haven. When countries become fearful or need a safe place to put their money can you guess where they go? Hint: it is not the country currently dominating the headlines for the Coronavirus. Speaking of the Coronavirus, this week we examine the historical impact of world epidemics on the global stock market. The results may surprise you. Last but not least, we will highlight a sector of the bond market that is in high demand, municipal bonds. Tune in to learn more.

On this week’s Inside the Economy, we dive into the major headlines of 2020 and what effect these events may have on the global economy. The Coronavirus continues to concern the population of China and there have been reported cases in over 12 countries around the world. Is this outbreak any different than what we have seen historically and what effect may it have on your portfolios? Back in the U.S., earnings from the fourth quarter are beginning to roll out, showing the U.S. continued to spend during the Christmas season. Yields are historically low, but it may be for a different reason than what the media portrays. Tune in to hear about all of this and more!

On this week’s Inside the Economy, we discuss the U.S. consumer’s wealth and balance sheet. Did you know 72% of household assets are financial assets? We step back in time and study the S&P 500 index over the last seven decades. It may not be a surprise, but we are in the longest, post-war, expansion ever! As globalization becomes ever more prevalent, we end our discussion with our thoughts on global growth for 2020. Tune in to hear more. Enjoy!