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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: Quarterly Market Update
In this quarterly report, the Credit Team provides their thoughts on the macro-outlook, capital allocation, equity and money markets, consumer lending, and delinquencies.
Has Inflation Taken its Foot off of the Pedal?
Stubbornly high prices showed signs of easing with the October Consumer Price Index (CPI) release. Consumer prices as measured by a broad basket…
Credit Musings: November 14, 2023
Moody’s changes its outlook on the U.S. sovereign ahead of Thanksgiving, and lending is becoming more constrained (again).
To Hike or Not To Hike.
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: October 17, 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.
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.
More Work to be Done.
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.
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.
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