Economic Resource Center

Investment Advisory Services On The Margin Publications

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

November 01, 2023October 2023 Recap | On The Margin

The Russian / Ukrainian war fractured the world into strange feuds, and now with the whole world watching, nations are pressured to determine who are their true allies in the Middle East. A further divided world based on political and ideological interests is not good for fostering global economic growth.

October 02, 2023September 2023 Recap | On The Margin

It seems that the “soft landing” crowd would like to have two things that may not be possible to have together, a dramatic rate hiking cycle to tame inflation and an economy so strong that it remains untouched by high borrowing costs.

No two recessions are the same, much like snowflakes. However, the last two recessions, which span a significant portion of our recent memory, have one thing in common.

Economic Resource Center Articles

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

November 08, 2023Q3 Main Street Index Reveals Concerns About Cash Flow

The MainStreet Index (MSI) takes the pulse of and gauges the outlook for small andmid-sized businesses (SMBs) amid the current economic downturn. The resultsfrom the third quarter of 2023 show three primary areas of concern for SMBs: apotential recession, interest rate hikes and a shortage of skilled workers.

At the end of the second quarter of 2023, the markets are feeling good – perhaps a little too good. Some people are saying that the upward swing looks like a rotation into a new cycle, and some are even saying that we will not have a recession at all.

July 07, 2023Recession: Are We There Yet?

Are we in a recession yet? People tend to focus on data that supports what they already believe and ignore information that does not support those beliefs.

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.

November 06, 2023The CBIZ Small Business Employment Index Reported Declines in October

Anna Rathbun, CFA, Chief Investment Officer, CBIZ, Inc., discusses the October reading of the CBIZ Small Business Employment Index and what the findings point to as consumers curb spending.

Anna Rathbun, CFA, Chief Investment Officer, CBIZ, Inc., discusses the September reading for the CBIZ Small Business Employment Index and what the results mean for the sector looking ahead.

Anna Rathbun, CFA, Chief Investment Officer, CBIZ, Inc., discusses the August reading for the CBIZ Small Business Employment Index and what the results mean for the sector looking ahead.

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

May 18, 2023Leading Through Uncertainty: An Economic Update from Wall Street & Main Street

In this webinar, Anna Rathbun, Chief Investment Officer — Retirement & Investment Solutions, and Thomas Bonney, National Leader Financial Services — Advisory, discuss the current state of the economy and where the economy is headed.

Webinar

March 14, 2023Fed Rate Hikes & the Banking System

The recent failures of Silvergate, Silicon Valley Bank and Signature Bank have investors concerned about financial stability. In this webinar, we'll explore the reasons behind these failures, the role of rate hikes in these events, and implications for investing and the American economy.

Webinar

February 06, 2023Conversations: Are We in a Recession? Embracing Uncertainty as the New Normal

While talks of an impending recession flooded the headlines in 2022, the new year began with a pivot in sentiment. What has changed? This webinar explores the conflicting factors that are currently driving different beliefs about a potential recession and an outlook for the global economy in 2023.

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.