Author Archives: LSAConnect

Chart of the Week: Predicting Rate Changes

Chart of the Week: Predicting Rate Changes Click picture to enlarge This week’s chart shows just how difficult it is to predict rate changes. The black lines represent five quarters of median forecasts of the yield on the 10-year U.S. … Continue reading

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Weekly Economic Update

Economic Update 8-03-2015 Economic data last week was highlighted by a lukewarm GDP report, mixed housing and consumer confidence surveys, but more positive near-term industrial reports.  The FOMC meeting statement didn’t offer any radically new insights, as expectations for an initial rate hike … Continue reading

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Fed Note

Fed Note: The FOMC meeting ended today and resulted in no policy changes, as expected.  The meeting was a ‘lighter’ version than normal, meaning there wasn’t a Q&A at the end and the other bells and whistles that accompany major … Continue reading

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What’s Happening in China?

If you or your clients are unsure what to think of China’s recent 30% stock market plunge, Economist Brian Wesbury does a good job of explaining what is happening in his new video Wesbury 101: China Crisis: Whaddaboutit! You can … Continue reading

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Weekly Economic Update

Economic Update 7-27-2015 It was a very slow week for economic news, but included a strong showing from housing and jobless claims—two series which have shown improved strength as the recovery moves along. Equity markets lost ground on the week … Continue reading

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Weekly Economic Update

Economic Update 7-20-2015 In a busy week for economic reports, most came in a bit weaker than expected, including retail sales, manufacturing activity and business/consumer sentiment.  However, housing continued to experience an uptick. Stocks gained on the week globally with positive … Continue reading

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Chart of the Week: Investing in Fixed Income During Periods of a Rising Federal Funds Rate

In fear of the inevitable raises of the federal funds rate, many investors are beginning to speculate whether or not  fixed income still has a place in their portfolio. With us being about a decade removed since the last time … Continue reading

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Weekly Economic Update

Economic Update 7-13-2015 In a fairly light week for the economic calendar, data was highlighted by a decent ISM services survey, good JOLTs employment data, but higher claims.  The Greece situation remained as the primary global headline, while Chinese stock meltdown and pourover concerns took … Continue reading

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Weekly Economic Update

Economic Update 7-06-2015 Economic results for the week were again mixed, with some manufacturing data showing up better than expected, housing results decent, confidence higher and a mediocre employment situation report at the end of the week.  Most attention was outside … Continue reading

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Weekly Economic Update

Economic Update 6-29-2015 Economic data for the week was dominated by slightly worse-than-expected durable goods orders, while several pieces of housing data surprised on the upside and the first quarter GDP figure was revised higher to just under zero. Both … Continue reading

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Weekly Economic Update

Economic Update 6-22-2015 Economic data for the week was somewhat mixed in both the industrial and housing areas; this fell along the same theme leading to inaction by the Fed following the week’s FOMC meeting. Equity markets rose in the U.S., while … Continue reading

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Fed Note

Since the start of the year, investors and economists have been focused on this month’s FOMC meeting; specifically, whether or not this would be ‘the one’—the meeting that announced a change in regime, from extreme emergency accommodative low rates to … Continue reading

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