We believe true value comes only by understanding how the market fundamentals of supply and demand affect whole sectors or sub-sectors within a portfolio. This guiding principle is how we have become one of the largest providers of financial analysis and reporting services, distributing information, opinions, and strategic commentary on a multitude of topics—practically by the minute.
FTN Economic Weekly January 16, 2015: Less on Gas, More on Beer by Chief Economist Chris Low, Economist Jay Morelock, and Economic Analyst Sophia Kearney-Lederman
Less on Gas, More on Beer
The recent focus on the reallocation of consumer spending from energy to other discretionary items misses a big point. Tepid consumer spending is not the result of high gasoline prices. It is the product of slow wage growth and selective credit availability. Small businesses are facing the same issues of slow revenue growth and a lack of credit access, the missing piece ...click here to read more.
In addition to our economic commentary, our experts provide information on the following:
Mortgage Strategies | Interest Rate Strategies | Municipal Strategies
Agency Strategies | Corporate Credit Strategies