Research & Insights
Perspectives on the markets, investment strategies, economic outlooks, the global economy, and more.
A Letter from Tom Jordan, Public Trust Advisors’ Chairman Emeritus
An exciting announcement from Public Trust Advisors, LLC!
Credit Musings: Quarterly Credit Update
In this quarterly report, the Credit Team provides their thoughts on corporate use of cash, the moderation in lending and some decline in consumer credit, the elevated correlation of debt and equities, and some data supporting one argument on inflation.
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Credit Musings: September 21, 2023
This week, we discuss the ramifications of a potential U.S. government shutdown and what the Basel III endgame means for U.S banks.
Soft Landing?
With measures of inflation remaining stubbornly above its 2% target, the Federal Open Market Committee (FOMC) continued its fight against inflation with another rate hike at its July meeting…
Credit Musings: August 16, 2023
This week, we discuss China’s uphill battle with deflation.
Credit Musings: July 25, 2023
This week, we discuss U.S. retail spending, U.S. bank earnings, and economic slowdown in the Eurozone.
Cracks Emerging in the Labor Market?
As we enter the second half of the year, stubbornly persistent core inflation and surprising economic resilience remain major themes to the U.S. economic outlook.
Credit Musings: July 10, 2023
This week, we discuss China’s slowed economic recovery, new bank regulations, and the U.S. Bank earnings preview.
Only Time Will Tell
With a new debt ceiling bill through Congress, the marketplace has refocused its attention towards the future state of monetary policy.
Credit Musings: Quarterly Credit Update
In this quarterly report, the Credit Team provides their thoughts on money market fund growth, corporate issuer financials, public market valuations, consumer behavior, and the banking sector.
Winning the Battle to Stay One Step Ahead
The primary role of the Public Trust Advisors Credit Team (Credit Team) is to evaluate the credit profile of investable entities and determine their suitability as counterparties.
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