by Brian Hague, CFA | May 25, 2017 | Economics
Executive Summary The U.S. economy remains on solid footing, with overall strong labor and housing markets, two key drivers of economic performance. Output growth was weak in the first quarter, but due to anomalous factors, as consumer activity remains healthy....
by Brian Hague, CFA | Mar 27, 2017 | Economics
Executive Summary The U.S. economy is on solid footing, with overall strong labor and housing markets, two key components of economic performance. Output growth has been steady but weaker than desired, and inflation remains low, thanks to still-low energy prices....
by Brian Hague, CFA | Feb 22, 2017 | Economics
No, the title of the article isn’t incorrect; we’re going to be talking about using Fed funds futures to gain perspective on where the market believe rates are heading. But first, some background. The future direction of Fed funds futures is important for several...
by Brian Hague, CFA | Jul 21, 2016 | Economics
It’s only appropriate that we borrow a line (albeit paraphrased) from the Bard of Avon to describe our views about the recent Brexit vote. It should also be noted that the views expressed herein are those of the author, and do not necessarily represent the collective...
by Brian Hague, CFA | May 19, 2016 | Economics
At the CUNA/Rochdale Paragon ERM Certification and Update Schools presented in April, I taught a session titled “Anecdotal Economics.” This concept holds that biases in economic thought, industry economists, and relationships in economic variables result in...
by Brian Hague, CFA | Feb 24, 2015 | Economics
Among the emerging risks that The Rochdale Group monitors are geopolitical threats. These include things like last year’s worries over Russia’s annexation of the Crimea and its forays into Ukraine; the potential threat of a nuclear Iran; and the re-emergent fears over...
