The Weekly Brief

The Weekly Brief

  • Transportation Costs Drop

    Transportation Costs Drop

    Declining global transportation costs are a positive development for recent supply chain woes but may also be a sign of a slowing economy.

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  • Inflation Crossroads

    Inflation Crossroads

    We’re tracking several key trends that indicate that inflation may soon be on the decline.

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  • Has Inflation Peaked?

    Has Inflation Peaked?

    The easing of supply chain pressures combined with lower commodity prices could mean that inflation will soon be on the decline.

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  • Hawkish Times

    Hawkish Times

    The Fed will likely raise interest rates until inflation shows meaningful decline. Unfortunately, we’re in the early stages of that journey.

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  • CEO Confidence Wanes

    CEO Confidence Wanes

    Rising costs are dragging down CEO business confidence levels, putting pressure on earnings and raising the risk of a hard landing.

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  • Labor Imbalance

    Labor Imbalance

    There are roughly two job openings for every unemployed person in the US today, an imbalance that may increase the odds of a hard landing.

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  • Tech Cools Down

    Tech Cools Down

    The US economy remains strong, but we see emerging signs of a slowdown, particularly in the technology sector.

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  • Stagflation Risks Rising

    Stagflation Risks Rising

    As inflation expectations rise and growth expectations fall, we are seeing increased risks of stagflation.

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  • Credit Card Debt Rising

    Credit Card Debt Rising

    The combined forces of record levels of savings and increased credit card activity indicates that the economy remains strong. Watch the Weekly Brief.

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