Leonard BreckenDec 29, 20182 min2019 An Economy In Search of New Growth2018 economically started strong as the tax cuts kicked in, but over time the combination of higher interest rates & Quantitative Tightening (Federal Reserve...
Leonard BreckenNov 16, 20182 minTrade War & Split CongressJust wanted to take a moment to make a few comments as we head into 2019 post the elections. The GOP losing control of the House in our view has increased t...
Leonard BreckenOct 25, 20183 minThe Economic Road Past & FutureSome of you haven't know me long and others understandably don't read every article/post I write. So I thought it necessary to review where we came from and...
Leonard BreckenOct 23, 20182 minValue of ForesightHow much do you as a business owner having a person on your team that can add to foresight on the economy to better guide your strategy? Over the last 12-18...
Leonard BreckenSep 21, 20182 minBusiness Resource Deployment & Insight It LendsIn light of a prior discussion on very high corporate debt levels, I wanted to point out that for the first time in 10 years share buy backs by corporate Ame...
Leonard BreckenApr 27, 20181 minWage Growth & Offsets in HousingOne of the more interesting things revealed this AM is that acceleration in Wage growth (see Chart courtesy of Bloomberg) in 1Q18. Both measures of Employme...
Leonard BreckenMar 21, 20181 minLatest Housing Data PointsExisting Home Sales (National Association of Realtors) for February rebounded growing 3% vs last month vs a drop of 3.2% in prior period and rose 1% year ove...
Leonard BreckenMar 14, 20181 min1Q18 GDP Expectations Get ReducedOne of the things we do for our small business owner clients is conduct risk management by tying what's going on in the economy to everyday business decision...
Leonard BreckenFeb 23, 20181 minReal Interest RatesMost know interest rate remain low, but HOW low maybe not. Despite 5 0.25% interest rate increases from Federal Reserve, the real Fed Funds Rate (The stated...
Leonard BreckenFeb 17, 20181 minRising RatesTreasury rates once again rose today to cycle highs...those in interest rate sensitive business sectors (ie real-estate/construction) should be risk managing...
