Bank of the West Daily Update for September 19, 2017
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Continue ReadingBank of the West US Outlook Report: Biggest FOMC Meeting of the Year on Tap
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Continue ReadingBank of the West Daily Update for September 14, 2017
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Continue ReadingBank of the West US Outlook Report: Will Inflation Come Back to Life in August?
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Continue ReadingBank of the West US Outlook Report: Jobs Report Increases Doubts About Fed Rate Hike Path
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Continue ReadingUS Outlook Report: Growth Without Inflation
Next week’s economic indicators should highlight the strength and resilience of the U.S. economic expansion. But whether it will be enough to distract investors from the near-term political risks coming from Washington, including raising the debt ceiling, passing a FY 2018 federal budget, and getting tax reform done, is still an open question. For what […]
Continue ReadingBank of the West U.S. Outlook Report: You’re Hired – July Jobs Report Sizzles
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Continue ReadingBank of the West US Outlook Report: GDP Rebounds to a Respectable Pace in Q2
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Continue ReadingBank of the West – Instant Analysis of the July FOMC Statement
As we expected, the FOMC dropped a big hint in today’s FOMC statement that implementation of the Fed’s balance sheet normalization plan will be implemented “relatively soon”. I take that to mean an announcement at the next FOMC meeting on September 20th with asset reductions beginning in October. The FOMC helped the market digest the […]
Continue ReadingBank of the West US Outlook Report: Where Did Inflation Go?
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