Economic Resource Center

Economic Resource Center - Macro Town

Investment Advisory Services On The Margin Publications

On the Margin provides periodic stock market updates and investment insights and opportunities

The fourth quarter of 2022 began on a positive footing with risk assets surging despite the continuation of recessionary trends. Inflationary measures such as the producer price index, consumer price index, and the personal consumption expenditure (PCE) deflator continued to show stubbornness in price increases.

During times of market turbulence, investors look for signs of stability. Unfortunately, we have received conflicting policies from our world leaders.

When equity markets rally into a slowing economy and an inverted Treasury yield curve, it is natural to wonder if it would last.

Economic Resource Center Articles

In this section we provide insights from our team of professionals on various economic and market hot topics and trends.

Let’s start with the question we’ve probably all been wondering . . . are we currently in a recession? There's been a lot of debate over the past few months regarding the definition of a recession.
Let’s start with the question we’ve probably all been wondering . . . are we currently in a recession? There's been a lot of debate over the past few months regarding the definition of a recession.
By way of background, the “Establishment Survey” is a representation of hiring and layoffs from the perspective of businesses, and the “Household Survey” is the perspective of the work force itself. 

Small Business Employment Index

The monthly CBIZ Small Business Employment Index (SBEI) tracks hiring trends among thousands of companies across the U.S. with 300 or fewer employees, including trends by industry and region.

Anna Rathbun, CFA, Chief Investment Officer, CBIZ, Inc., discusses the October reading for the CBIZ Small Business Employment Index and what the results might mean for the larger economy. 
Anna Rathbun, CFA, Chief Investment Officer, CBIZ, Inc., discusses the September reading for the CBIZ Small Business Employment Index and what the results might mean for the larger economy. 

Anna Rathbun, CFA, Chief Investment Officer, CBIZ, Inc., discusses the August reading for the CBIZ Small Business Employment Index and what the results might mean for the larger economy.

Economic Resource Center Webinars

Our on-demand webinar center allows you to watch updates from our investment team on the latest economic and market trends and hot topics.

Webinar
In this webinar, we will discuss the growing national debt problem, case studies from other countries, and how this issue is affecting bond and currency markets. 
Webinar
In this webinar, we will explore the characteristics of past recessions and bear markets, the difference in the current environment and where we are finding opportunities.
Webinar
In this webinar, we will explore what may be the second Cold War era, the role of China in it, and the investment implications for emerging markets as a whole.

Featured Live Webinar | December 6 at 1 PM CT

Conversations: Energy - One Thing You Can't Print

Energy has been in the spotlight for all of 2022, especially when it comes to high gas prices. We clearly have an issue in the energy sector, but can policy fix all problems? In this webinar, we will explore the complex web of energy supply and trade, variables that drive prices, and the limitations of policy in addressing the world's shortage of energy.

Speaker:

Anna Rathbun


Anna Rathbun
Chief Investment Officer
Retirement & Investment Solutions
CBIZ, Inc.

 


 

Your Economic Resource Center Team