by Brian Hague | Apr 10, 2023 | Economics, Enterprise Risk Management, Strategy
Data from the first quarter of 2023 is beginning to show cracks in the U.S. economy’s performance. While headline inflation has receded, households are still beset with higher prices. The Fed has continued to firm monetary policy, but market interest rates declined in...
by Scott Hood | Mar 31, 2023 | Economics, Enterprise Risk Management, Governance, Risk Management, Strategy
Considering the recent events around the failure of Silicon Valley Bank and other major banks, now is a good time to revisit your assessment of liquidity and interest rate risks and, even more importantly, validate your responses for mitigating those exposures. So,...
by Brian Hague | Jan 3, 2023 | Economics, Risk Management, Strategy
As we enter 2023, the U.S. economy is still beset by high inflation, and the Fed’s policy response threatens to stall economic growth. A housing correction is fully underway, and there are continuing signs of cracks in an otherwise apparently robust labor market. CPI...
by Brian Hague | 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 | 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 | 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...