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Inside the Economy with SH&J: September 26, 2016

By | Economic Discussion, Economy, Larry Howes, Planners, SH&J Blog, Videos | No Comments

It is no surprise that the Fed elected not to raise interest rates this month, although the Consumer Price Index is creeping back to the level the Feds are seeking. In addition, funds from Japan and the Eurozone continue to flood into U.S. based investments and will likely remain here for the foreseeable future. Why is this important? Listen in to hear this week’s economic update.

If you have any questions or topics you would like addressed, please let us know in the comments section below and we will cover them during our next recording on October 10th.

Inside the Economy with SH&J: September 12, 2016

By | Economic Discussion, Economy, Larry Howes, Planners, SH&J Blog, Videos | No Comments

Despite a decline in both the manufacturing and non-manufacturing ISM (Institute for Supply Management) survey indices, 10 year Treasury yields increased to 1.67%. For the first time in a while, we are also starting to see German and Japanese 10 year bonds in positive rate territory. Here in the U.S., household debt remained low and a survey released by BLS (Bureau of Labor Statistics) indicates that 2015 spending increased, mainly due to increased personal insurance and retirement contributions. Listen in to hear more on these issues as well as how total household debt as a percentage of GDP in the U.S. compares to Canada.

Inside the Economy with SH&J: August 29, 2016

By | Economic Discussion, Economy, Larry Howes, Planners, SH&J Blog, Videos | No Comments

This week’s Inside the Economy with SH&J brings a focus on inflation, both in the U.S. and globally, with insight on what needs to happen and why it’s important to have an economy with inflation. Will it be entrepreneurs or the government that steps up to the plate? Here in the United States, although existing home and new auto sales have slowed, overall wealth is growing. Listen in to hear about these issues and more, including international equities and employment in Italy.

Inside the Economy with SH&J: August 1, 2016

By | Economic Discussion, Economy, Larry Howes, Planners, SH&J Blog, Videos | No Comments

July wrapped up with a nice rally in the U.S. markets, proving that summer can be a productive season in your investment portfolio. Today’s discussion brings our attention to U.S. GDP, the bond markets, and the emerging markets. Listen in to find out which two emerging market countries are projected to be the fastest growing in 2016!

Inside the Economy with SH&J: July 18, 2016

By | Economic Discussion, Economy, Larry Howes, Planners, SH&J Blog, Videos | No Comments

As the frenzy surrounding the Brexit vote calms down, we shift our focus to the U.S. economy where we are rapidly approaching full employment and continue to be perceived as an attractive investment. While a third of the world has negative sovereign debt rates, the U.S. offers better yields, a sense of security and liquidity to domestic and foreign investors. Inflation remains low and we are starting to see real estate slow down to historical trends in many regions. This week, we also touch on the progress of Abenomics along with a possible constitutional change in Japan – listen in to hear what that change may be!

The Brexit: Independence Day for England or a Big Mistake?

By | Economic Discussion, Economy, Larry Howes, Planners, SH&J Blog, Videos | No Comments

Today we bring you a special edition of Inside the Economy with SH&J. As many are now aware, last Friday, 52% of voters elected for the United Kingdom to leave the European Union after a 43 year partnership. While it is not a legally binding referendum, the UK will begin a 2 year clock negotiating the terms of their exit. As a result of the vote, the global markets fell approximately 12% and the U.S. markets fell around 5%.

The jury will be deliberating this unprecedented event for several months or longer but one thing is for sure, markets hate uncertainty and increased volatility is expected over the short term. Although we have been assessing the investment ramifications of a Brexit for some time (knowing that the polls showed the vote would be very close), we don’t necessarily feel it will have any significant impact on the U.S. economy. The correction of the U.S. markets in particular over the past two days, in our opinion, is primarily based on fear of change and has little to do with U.S. economic reality. The same cannot be said for England.

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Inside the Economy with SH&J: June 20, 2016

By | Economic Discussion, Economy, Larry Howes, Planners, SH&J Blog, Videos | No Comments

As the summer heat rises, the economic news slows down. This week’s Inside the Economy with SH&J focuses on Thursday’s Brexit vote as well as newly released U.S. consumer debt figures. Listen in to find out which U.S. state has risen to the #6 seat in the world’s largest economies and why we likely won’t be seeing interest rate increases this summer.

Inside the Economy with SH&J: June 6, 2016

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This week’s Inside the Economy with SH&J provides updates on the jobs report released last week and the effect it had on the bond market as well as the likelihood for the Federal Reserve to raise rates in June. An increase in average hourly earnings has created a concern about increased automation leading to elimination of some minimum wage jobs or jobs going to more highly educated individuals. Listen in to hear more on the continued inflow of new money into the U.S. from overseas in search of safety and liquidity.

Inside the Economy with SH&J: May 23, 2016

By | Economic Discussion, Economy, Larry Howes, Planners, SH&J Blog, Videos | No Comments

 

As we transition into summertime, the news is slowing and the economic committee reviews macroeconomic trends including a look at the Federal debt level and increased subprime lending (mostly in auto loans) as well as China’s continued investment in U.S. real estate. Additionally, hear what information about Saudi Arabia has been kept a secret for more than four decades and how much of the focus around the world is on treasuries and confidence. Post your questions below and we will answer them during our next Inside the Economy with SH&J in two weeks!