2022 Stonebridge Economic Forum

During this event our Chief Economist Daniel Laufenberg, Ph.D. discussed 2021 and provide his outlook for 2022. Chief Investment Officer John Schonberg, CFA also discussed how these economic factors impact investment management. Towards the end, we had a Q&A session where Dr. Laufenberg and John Schonberg, CFA answered questions from our audience.

 

Disclosure: The views expressed here reflect those of the speakers however completeness cannot be guaranteed. They may change as economic fundamentals and market conditions change. This commentary is provided as a general source of information only and is not intended to provide investment advice for individual investor circumstances. Past performance does not guarantee future results. Please seek the advice of professionals regarding the evaluation of any specific information, opinion, advice or other content.

2022-3-17 FOMC Update

As widely anticipated, the Federal Open Market Committee (FOMC) raised its federal funds rate target by 25 basis points at the March meeting, the first change in its target rate in two years and the first increase in over three years. In this article, Dan Laufenberg Ph.D. reviews the rate change and discusses the impact.

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2022 Q1 Stonebridge Economic Outlook

In this article Chief Economist, Daniel Laufenberg, Ph.D. goes in-depth on what he sees as critical factors in the current economy and forecasts what to expect next.

The key headlines are:
  • Financing the Invasion
  • Inflation
  • Business Inventories are Temporary
  • Growth Expected to Slow
  • Financial Market Implications

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Interest Rates, An Investment Managers Perspective

For this episode of Stonebridge Soundbites, I chat with Portfolio Manager Brad Stone, CFA who works out of our office in Denver, CO. Brad dives into interest rates and gives his perspective as a long-standing investment manager.

Questions Answered in this Recording:

– What is the basic framework of interest rates?

– What drives The Fed to make interest rate decisions?

– In your experience, how have you seen interest rates impact the markets?

– As an investment manager, how do you analyze interest rate movements, and how does that impact your management of portfolios?

 

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Stonebridge Soundbite- Governmental Impact on the Markets

In our first episode of 2022, Bob gives an analyst’s view on what kind of impact the government has on the markets.

Key Take-Aways:

  • The government can speed things up and slow things down
  • Consumers have a greater impact on the direction of the market
  • Remember the old saying, “The President doesn’t make the economy however, the economy makes the President.”

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2021 Q4 Stonebridge Economic Outlook

The overall theme of the economic forecast is little changed from the September report, even though some of the details have changed markedly. In this article, Dr. Laufenberg discusses GDP, inflation, unemployment, and the markets.

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Stonebridge Economic Outlook

The headline statistics for the U.S. economy performed very much as expected in the second quarter and seem to be on track to do the same in the third quarter, even though some of the underlying details of the forecast missed expectations.

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2021-6-21 Stonebridge Economic Outlook

Solid economic gains are expected as most sectors return to something closer to normal and consumers become more confident to spend. Business investment and government spending most likely will continue to contribute to real economic growth over the remainder of 2021 but also less so than in the first quarter. Consumer inflation spiked in the first quarter and is expected to remain somewhat elevated over most of the year. the risk of inflation becoming a problem is probably higher than it has been for decades.

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