On behalf of Stonebridge Capital Advisors, we would like to share our perspective on the recent issues impacting the U.S. banking system. In this commentary, we provide an outlook on what has transpired in the industry, specifically the closing of Silicon Valley Bank by the FDIC, and the measures our firm is actively taking to handle the matter.
Stonebridge’s Response to Recent Industry Events
Category: Economy
2023 Q1 Stonebridge Economic Outlook
In this article, Chief Economist, Daniel Laufenberg, Ph.D. reflects on the strong start to 2023. Referencing key historic moments, similar to what the U.S. economy seems to be facing today, he provides a forecast for the economic and market activity that lies ahead.
The key headlines are:
- Continuing the battle against stubborn inflation
- Anticipated actions of the Fed – to shock or not to shock the economy into a recession
- Questioning the effectiveness of monetary policy
Article Here
Asking the Hard Questions: An Update from Stonebridge’s Chief Economist
In this article, Chief Economist, Daniel Laufenberg, Ph.D., reflects on the current condition of the U.S. labor market and how it has been impacted by the economy, consumer confidence, and other factors.
Key Questions Answered:
- Why is the labor market so strong? Why are consumers not more confident about it?
- What is more important, the unemployment rate or the change in payroll jobs?
- Even though inflation has moderated considerably in recent months, should the Fed be worried about higher wages triggering another surge in inflation?
Article Here
2022 Q4 Stonebridge Economic Outlook
In this article, Chief Economist, Daniel Laufenberg, Ph.D. addresses the economic forecast for 2023, predicting additional volatility.
The key headlines are:
- Challenge of slowing inflation to avoid a severe recession
- Anticipated actions of the Fed
- Monetary policy and its impact on the U.S. economy
Article Here
Asking the Hard Questions: An Update from Stonebridge’s Chief Economist
In this article, Chief Economist, Daniel Laufenberg, Ph.D., reflects on the economic impact from interest rates and rising global tensions.
Key Questions Answered:
- Why is inflation considered bad for the economy?
- Why has inflation been so stubbornly high and what is the outlook over the next year?
- Having previously worked with the Fed, what is your insight as to how they may work to get inflation in check?
- Can the U.S. economy avoid a recession or are we already in one?
Article Here
2022 Q3 Stonebridge Economic Outlook
In this article, Chief Economist, Dr. Daniel Laufenberg, Ph.D., examines the anticipated actions of the Fed and highlights factors that will influence changes in the economy.
The key headlines are:
- Inflation and its impact on CPI and real GDP
- Role of productivity in improving today’s economy
- Asking the hard question: “Are we in a recession, or are we heading towards one?”
Article Here
2022 Q2 Stonebridge Economic Outlook
In this article, Chief Economist, Daniel Laufenberg, Ph.D. explains what he sees as critical factors in the current economy and forecasts what to expect next.
The key headlines are:
- The inflation gauntlet
- Timing the recession
- Monetary policy response
Article Here
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.