Category: Markets & Strategy

The Global Markets Weekly – 5/15/17

Posted May 15, 2017 by rvillareal

Inflation Softening Just a Head-Fake? The coming week is a bit lighter on major economic releases, with an updated Q1 GDP reading in the Eurozone and a fresh look at Japan likely to confirm that read more

The Morning Briefing – 3/23/17

Posted March 23, 2017 by rvillareal

Prospects: Trump’s Fed

Posted February 22, 2017 by rvillareal

In any administration, there are surprises on appointments. Trump administration has already surprised us and may do so regarding their choices for the Fed. Appointing the regulatory vice-chair seems to be the first priority, given read more

Sinai-Husby Economics and Markets Perspectives: Strong Labor Market and Solid Economy Beginning and Beyond!

Posted February 15, 2017 by rvillareal

Strong Labor Market and Solid Economy—Beginning 2017 and Beyond! Early 2017 data, before actual programs and formal policies from the new Trump Administration and Congress, suggest a continuing strong labor market and solid U.S. economic read more

Prospects: Tax Reform and the Border Tax Adjustment

Posted February 13, 2017 by rvillareal

Corporate tax reform is an important priority of both the president and Congress.  Both support a system that would offer much lower tax rates in exchange for closing loopholes, such as the deduction of interest read more

The Morning Briefing – 2/1/17

Posted February 1, 2017 by rvillareal

Today brings the January ADP estimate of private employment, at 08:15 EST/13:15 GMT, the ISM Manufacturing Survey and December construction spending, both at 10:00 EST/15:00 GMT, the FOMC statement, at 14:00 EST/19:00 GMT, and January read more

Prospects: Trump’s First 100 Days

Posted January 19, 2017 by rvillareal

Investors face considerable uncertainty as the transition to a Trump presidency is virtually unprecedented.  The first 100 days provide him with an opportunity to make a splash and provide a sense of where his administration read more

Prospect: The Need for Infrastructure: Is Trump’s Plan the Answer?

Posted December 14, 2016 by rvillareal

The need for increased infrastructure spending is strong.  The slower pace of spending in the last several decades has led to an infrastructure gap approaching $1.4 trillion according to engineering estimates. This puts the focus read more

Economic Outlook & Issues: U.S. Economy: Still Stuck or a “Cyclical Bounce?”

Posted November 8, 2016 by rvillareal

U.S. Economy: Still Stuck or a “Cyclical Bounce?” Allen Sinai and Andrew Husby A significant pickup in third quarter real GDP and a strong Employment Report for October indicate that the U.S. economy is no read more

Investment Prospects: Three Scenarios

Posted November 4, 2016 by rvillareal

Well I am older now but still running, running against the wind. “Against The Wind” lyrics by Bob Seger