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Inside the Economy with SHJ
Episodes

Aug 16, 2017
Aug 16, 2017
8 min
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!

Aug 2, 2017
Aug 2, 2017
10 min
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?

Jul 19, 2017
Jul 19, 2017
11 min
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.

Jun 20, 2017
Jun 20, 2017
9 min
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.

Jun 6, 2017
Jun 6, 2017
9 min
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.

May 23, 2017
May 23, 2017
9 min
The U.S. consumer debt burden is as low as it’s been in 30 years as savings increase and employment numbers are full. Today we discuss the United States’ need for continued immigration and why increasing interest rates aren’t reflected in money market accounts. Listen in to hear more about U.S. economics and Europe’s end of quantitative easing.

May 9, 2017
May 9, 2017
7 min
As the U.S. economy nears full employment, consumer confidence has increased and consumer debt has decreased. Today we discuss the impact of the French election and the international marketplace, as well as sovereign debt around the world. Stay tuned to learn more about GDP and inflation projections for 2017.

Mar 28, 2017
Mar 28, 2017
10 min
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.

Mar 14, 2017
Mar 14, 2017
12 min
This week on Inside the Economy with SH&J, we focus on baby boomers and municipal bonds. Listen in to find out how prepared boomers are for retirement as well as how the lack of growth in sales taxes is impacting municipal bonds. We also discuss the rise in average hourly earnings since 2014 and the trend in consumer and government borrowing. Will we see another Fed Funds rate increase in March?

Mar 2, 2017
Mar 2, 2017
12 min
This week on Inside the Economy with SH&J, we discuss what the next brewing bubbles in the U.S. economy may be, and whether or not their imbalances could cause the next recession. In addition, we review the capital inflows of international money into U.S. commercial real estate and why China is selling off a portion of their U.S. Treasury holdings. Listen in to hear the economic chances of a recession in the near future.
