Jan 6, 2017 – US Outlook Report: U.S. Job Engine Remains Intact
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Continue ReadingBank of the West US Outlook Report: Preview of Next Week’s FOMC Decision
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Continue ReadingBank of the West US Outlook Report: Global Economy Gets Its Groove Back
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Continue ReadingUS Outlook Report: An Early Thanksgiving This Year
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Continue ReadingBank of the West US Outlook Report for October 14, 2016
US Outlook Report: Global Malaise The global economy continues to be one of the biggest risks for the U.S. economy over the near-term. As the International Monetary Fund (IMF) annual meetings conclude in Washington DC, we received another sobering dose of forecasts from the IMF after years of global growth disappointment. The IMF, decrying […]
Continue ReadingBank of the West US Outlook Report for September 23, 2016
US Outlook Report: Patience Springs Eternal One has had to be patient in this economic expansion. Except for stock prices, which have been on a screaming one way ticket to the top since March 2009: The S&P 500 is up a stunning 222% from its recession low. The rest of the economy has taken […]
Continue ReadingBank of the West US Outlook Report for September 16, 2016
US Outlook Report: Mystery of the Steepening Yield Curve I guess I have been watching too many Sherlock Homes episodes on Netflix, but the sharp steepening of the U.S. Treasury yield curve since the beginning of September deserves some sleuthing. The 10-2 Year Treasury spread has increased by some 20 basis points over the last […]
Continue ReadingBank of the West US Outlook Report for September 9, 2016
US Outlook Report: September FOMC Rate Hike – A Go or No Go Several prominent Fed governors have tried in recent weeks to prepare markets for a near-term 0.25 percentage point rate hike, citing a robust labor market and the approach of full-employment as reasons to start lifting rates again. Job openings hit a new […]
Continue ReadingBank of the West US Outlook Report for August 12, 2016
US Outlook Report: Global Economy Holds In There The economic indicators out of the Eurozone and emerging markets have come in somewhat better than expected over the past few weeks. Generally, global economic surprise indexes have turned more positive, excluding data out of the United Kingdom. Eurozone Q2 GDP increased 0.3%, in-line with economist expectations, […]
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