Stonebridge Capital Advisors

Q2 2023 Stonebridge Economic Outlook

Q2 2023 Stonebridge Economic Outlook

In this article, Chief Economist, Daniel Laufenberg, Ph.D. discusses how the economy has looked so far in 2023 and where it may go.

The key headlines are:

  • Current Outlook
  • U.S. Dollar’s Reserve Currency Status?
  • Budget Deficits and Debt Ceiling

 

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Stonebridge Economic Forum 2023

With a new year well underway, the U.S. economy, market conditions, and a forecast into what lies ahead remain top of mind.

At our annual Stonebridge Economic Forum last month, our Chief Economist, Director of Fixed Income, and Director of Equity discussed the challenging economic outlook, addressed portfolio management at Stonebridge, and answered questions from our clients.

Enjoy the insightful, exciting discussion from our featured speakers – Daniel Laufenberg, Ph.D., Jon Lynn, and Michael Dashner, CFA – as they share their expertise and perspectives.

Disclosure: The information and resources provided are for informational purposes only and do not create a professional-client relationship between the attendees and firms, panelists, authors and contributors.

Stonebridge’s Response to Recent Industry Events

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.

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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

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