by Brian Hague, CFA | Oct 14, 2022 | Economics, Risk Management, Strategy
Headwinds are on the economic horizon, fueled by uncontrolled inflation, rapidly rising interest rates, a housing market correction, and signs of emerging labor market weakness. CPI is up 8.2% year over year as of September. While the headline reading is not the worst...
by Brian Hague, CFA | Sep 6, 2022 | Economics, Lending, Uncategorized
Those words, uttered by President George H. W. Bush in 1992, may be a harbinger of things to come, if the most recent home price data is any indication. After more than a year of widespread bubble-like increases in home prices across the U.S., the June data revealed...
by Brian Hague, CFA | Apr 19, 2022 | Economics, Risk Management, Strategy, Uncategorized
One of the most consistent themes we hear from clients is that their greatest strategic challenge is retaining and attracting talent. We’ve all heard about “the Great Resignation,” “ghosting,” shifting worker preferences post-COVID-19, even the recent study that found...
by Brian Hague, CFA | Feb 16, 2022 | Economics, Risk Management, Strategy
Consumer inflation is at the highest level in 40 years: the Consumer Price Index (CPI) year-over-year is up 7.5% as of January 2022, the highest rate since February 1982. To put that in perspective, the last time consumer inflation was this high I was an undergraduate...
by Scott Hood | Mar 31, 2020 | Economics, Enterprise Risk Management, Lending, Operational Risk Assessment, Regulatory, Risk Appetite Assessment, Risk Management, Strategy
Congress recently passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act. The Act has many provisions designed to help individuals, the health care system, health care providers, state and local governments, large corporations, medium-sized businesses,...
by Brian Hague, CFA | Dec 6, 2017 | Economics
Both the House and Senate have put forth tax reform plans that appear likely to succeed. At this writing, the Senate plan has passed, with several last-minute amendments made to win over key holdouts on the GOP side. Tax reform will now go to the House, and...
