Listen in as our analysts discuss an array of topics that may be affecting your institution, including recent market movements and industry-wide commentary. These briefings can serve as educational tools for both boards and management.
Watch the Latest Briefing
April 17, 2018 —This week Jamie Sumner, chief analyst, reviews the small business optimism index which declined but
remains at a high level compared to history. Furthermore, Jamie reviews the PPI, CPI and the inflation expectations index all painting a
picture of a slight increase in inflation.
April 10, 2018 —This week Jamie Sumner, chief analyst, reviews the employment situation report along with the current shape of the
yield curve and the deposit rate data compiled by Bankrate.com. Overall, the employment situation report was a mixed bag as the jobs number
came in lite and the unemployment rate remained at 4.1%. As for the yield curve, we continue to see pressure on the short end resulting in the
narrowing of the 10-year to 2-year spread. The continued pressure on the short end of the curve is likely to put pressure on banks to raise the
cash-type deposit rates throughout 2018.
April 3, 2018 —This week Jamie Sumner, chief analyst, reviews the third estimate of the
4Q 2017 GDP which showed improvements in the consumer and investment sectors. Additionally, Jamie
covers the February 2018 PCE numbers for inflation showing just a modest increase. Rounding out the
briefing, Jamie covers the February inventories release for both retail and wholesale inventories
along with the covering the durable goods release from the 23rd.
[download presentation] |