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inflation Archives - Sharkey, Howes & Javer

Inside the Economy: Trade, China, & Corporate Profits

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On this week’s Inside the Economy with SH&J, we turn our focus to the Guangdong province in China. Guangdong is used as a barometer for how global trade is doing. With the talk of U.S. tariffs over the past few months, how has this affected manufacturing and exporting in Guangdong and what does it mean for global trade? The U.S. stock market is continuing to flirt with all-time highs, are corporate profits growing to sustain the stock valuations? Tune in to find out!

Inside the Economy: New Stock Market Highs

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On this week’s Inside the Economy, we discuss the current bull market for the U.S. stock market. How does it compare to other bull markets, and what is the driving force behind it? In addition, there has been a lot of talk in the news about the Turkish Lira. What other emerging market currencies are at risk of a crisis, and what kind of effect would it have on the U.S. economy? Tune in to find out the answers to these questions and more!

Inside the Economy: Inflation, Earnings, and More

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

 

On this week’s Inside the Economy, we review core inflation numbers. Now that we have the highest core inflation in the past decade, what could this mean for the U.S. economy? Have the second quarter earnings numbers supported the all-time highs in the U.S. stock market again? Tune in to find out the answers to these questions along with a review of the U.S. debt to GDP ratio and a new challenge public utility companies are facing.

Inside the Economy: The Dollar, S&P 500, Spain and More!

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On this week’s Inside the Economy, we examine how America’s personal savings have changed since the Great Recession. We also discuss how the Federal Reserve will begin to unwind its balance sheet of Treasuries and Mortgage Backed Securities over the next 5 years. Outside of the U.S., economic activity in Spain is looking brighter. What kind of impact will this positive outlook have on the referendum on Catalan independence on October 1st? Tune in to find out!

Inside the Economy with SH&J: Disposable Income & Consumption, Colorado Crude Oil, and Federal Revenues

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

On today’s Inside the Economy, we look at the U.S. consumer and review disposable income and personal consumption. We also discuss the Fed’s QT (Quantitative Tightening) Policy of increasing interest rates and the changes to the Fed’s balance sheet as they begin to roll off the assets they acquired during the 2008-2009 timeframe. How will this affect our economy? Tune in to find out!

Inside the Economy with SH&J: July 31, 2017

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

This week on Inside the Economy with SH&J, we review positive news with the release of the first estimate for second quarter GDP and the GDP outlook for the remainder of 2017. Listen in as we discuss the contribution of mining to earnings in the energy sector along with an update on the U.S. shale oil industry. In addition, can you guess which U.S. cities are seeing an influx of financial jobs?

Inside the Economy with SH&J: Energy Consumption, The Impact of Inflation, and Personal Tax Cuts

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This week on Inside the Economy with SH&J, we take a look at U.S. Energy consumption and the historic and current sources of electricity production. In addition, we review how large the U.S. economy has grown and the impact of inflation. Will a decrease in personal tax cuts encourage Americans to spend more and stimulate the economy? Tune in for an objective view on these issues and more.

Inside the Economy with SH&J: High Inflation, Interest Rates and a Look Back

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Today on Inside the Economy with SH&J, we revisit the cause of the high inflation and interest rate environment in the early 1980’s and why looking back in time is important in comparison to today’s economic environment. We also compare and contrast the best performing stocks in the S&P 500 today to the early 2000’s tech bubble. Listen in as we take a stroll down memory lane and more.

Inside the Economy with SH&J: Reserve Rates, China’s Rating and Capital in Commercial Real Estate

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Today on Inside the Economy with SH&J, we discuss the sustainability of 2% inflation here in the U.S. and the impact it has on long-term interest rates and mortgage rates despite the Federal Reserve’s increase in short-term rates. Inflation drivers, or lack thereof, also play a role in gasoline prices and car retail sales. Listen in to hear more about China’s recent downgrade by Moody’s, as well as which country has the largest capital inflow into the United States for commercial real estate.

Inside the Economy with SH&J: Healthcare, Taxes and Trading Partners

By | Economic Discussion, Economy, Larry Howes, SH&J Blog, Videos | One Comment

Tune in to our first video edition of Inside the Economy w/ SH&J!

The Fed has now raised rates another 0.25% with the possibility of reaching 1.0% by the end of 2017. Ultimately, the goal of increasing rates is to keep CPI inflation around the 2% target – today we review why achieving this goal may prove difficult. In addition, we discuss the American Health Care Act (AHCA) as a possible alternative to the Affordable Care Act (ACA) and the impact this has on Medicaid costs. Stay tuned to learn more about the underlying economics as we end the first quarter of 2017.