Inflation temperature check: Reading economic indicators and rate hike expectations
Inflation indicators are warming up. What does that mean for investors?
Middle market lending amid regulatory change
Over the past several years, non-bank lenders have helped fill the lending void created by increased banking regulation. What do potential changes in regulation mean for these companies?
Q4 GDP: What low economic growth means for 2017
The economy grew 1.9% in the fourth quarter, filling in the picture for 2016 with less than stellar growth of 1.6%. What does it mean for growth in 2017?
Resetting expectations: Tackling payrolls in the new normal
The monthly U.S. payroll report is often viewed as a barometer of economic health by investors and policymakers. Gain insight on this market-moving indicator, its link to trend employment growth and how it fits into the new normal.
If the hare is expectations, then the tortoise is perspective
We are in a time of high policy uncertainty. The counterweight to expectations is perspective, and it is important for investors to leverage perspective for this long-term race we call investing.
Productivity primer: It’s all about the crust
What is productivity, and how does it contribute to income and growth for investors?