Inside The Economy w/ SH&J: Inflation, Mortgages, and Consumer Credit

November 21, 2017

In this week’s Inside the Economy, we take a look at inflation numbers in the U.S. After years of little to no inflation, we may start to see core inflation inch up to historical levels in the next year. In the consumer credit space, auto loan delinquencies have started to creep up, while delinquencies for student loans remain relatively unchanged. Tune in as we explore these trends and much more.

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Inside the Economy with SH&J: October 9, 2017

October 12, 2017

In this week’s Inside the Economy with SH&J, we examine S&P 500 companies’ record dividend payouts so far this year. What does this do to U.S. stock prices and can these record payouts continue? Many of the major economies across the globe are seeing expansion at the same time that the U.S. economy is growing. Are foreign companies taking part in offering dividend yield to investors similar to U.S. companies? Find out the answers to these questions and more by tuning in!

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Inside the Economy with SH&J: Gold, the S&P 500, and Saudi Arabia

September 27, 2017

Today on Inside the Economy with SH&J, we review the Fed’s equilibrium rate target - the rate that is “ideal for the economy at full employment and growing at its potential”. We also review the correlation between gold and the S&P 500 as well as the strong underlying macroeconomics of the United States. Which country wants to be the new tourist destination? Tune in to find out!

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Inside the Economy with SH&J: Hurricane Harvey

September 13, 2017

On this week’s Inside the Economy, we discuss the effects that natural disasters such as Hurricanes Harvey and Irma have on the U.S. economy. Greater Houston is the metropolitan area that contributes the most to United States Real GDP growth. Will Hurricane Harvey’s devastation of one of the nation’s most productive economic centers signal a slowdown for the U.S. economy as a whole? Tune in to find out!   

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

August 30, 2017

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!

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

August 16, 2017

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!

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Inside the Economy with SH&J: Housing Market, GDP, the U.S. Shale Oil Industry, and More!

August 2, 2017

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?          

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

July 19, 2017

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.

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

June 20, 2017

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.

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

June 6, 2017

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.

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