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Productivity primer: It’s all about the crust

What is productivity, and how does it contribute to income and growth for investors?

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.

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.

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?

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?

Inflation temperature check: Reading economic indicators and rate hike expectations

Inflation indicators are warming up. What does that mean for investors?

A March rate hike: Opportunity knocked and the FOMC answered

Today’s rate hike has left markets wondering what, if anything, has changed at the FOMC and where rates are going from here.

Economic growth and payrolls: The old ball and chain

Strong payrolls can’t fix slow growth.

Economic growth: Perception vs. reality

Is Q1 growth data too pessimistic or is rising consumer and business sentiment too optimistic?
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