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Category: Markets & Strategy
Sinai-Husby Economic and Market Perspectives: The Labor Market, Economy, Fed and Markets—Too Good To Be True? Caveat Geopolitics!
The Labor Market, Economy, Fed and Markets—Too Good To Be True? Caveat Geopolitics!
The Global Markets Weekly – 5/15/17
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
Prospects: Trump’s Fed
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!
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
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
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
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
Research Studies
Economic Studies Series #76
Traditional Tools, New Tools, No New Tools? economic-studies-series-76-traditional-tools-new-tools-no-new-tools-12-1-16
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