Investors should prepare for an extended period of dollar weakness, inflation and higher interest rates. … READ MORE >
Market minute
The Market Minute from Joe Brusuelas, now available in your in-box
RSM Chief Economist Joe Brusuelas, In his daily Market Minute, offers a forward-looking analysis of the issues affecting businesses, markets and the economy … READ MORE >
Market Minute: Financial conditions a modest drag on growth
We expect the cost of credit for businesses to be pressured higher as the risk of a slowdown increases. … READ MORE >
Market Minute: Something’s got to give in financial markets
Now, as the impact of tariffs begins to hit consumers, it would not be surprising if investors push yields higher and the dollar lower. … READ MORE >
Market Minute: CPI will start to reflect tariffs, especially in used autos
The April consumer price index will provide insight in the early days of the current trade conflict when it is released Wednesday as signs of rising prices for apparel, autos, shoes and toys will begin to appear. … READ MORE >
Market Minute: Part-time employment boosted jobs numbers, but it won’t last
The rise in transportation and warehousing employment in April can be attributed to businesses front-running the tariffs. … READ MORE >
Market Minute: April was the cruelest month. Now, all eyes are on the Fed.
We expect the Federal Reserve to keep its policy rate in a range between 4.25% and 4.5% with little to no change in the policy statement when the Federal Open Market Committee meets on May 6 and 7. … READ MORE >
Market Minute: A brief word about productivity and protectionism
The shift toward protectionism all the more ill-timed given the monumental investment into artificial intelligence and how it will drive innovation and productivity into the next generation. … READ MORE >
Market Minute: Business confidence plunges amid sweeping tariffs
If this level of uncertainty persists, we should expect investment spending to begin to crater—especially as rising prices start to erode overall demand. … READ MORE >
Market minute: U.S. financial conditions continue to deteriorate
Financial conditions continue to deteriorate as uncertainty and volatility creep back into the equity, bond and money markets. … READ MORE >