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

January’s market performance was a great way to start the new year. Unfortunately, the fundamental drivers of the global economy do not appear to support the markets’ soaring entrance to the new year’s stage. 
Many years from now, the year 2022 is likely to be remembered as a pivot point for the world economy and financial markets. For 2023, assimilation may begin with a recession.
It is the nature of public markets to be mispriced from time to time. So it should not be surprising that optimism surrounding monetary policies have lifted risk assets for the last two months.

Economic Resource Center Articles

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

January 23, 20234Q22 Banking Results
The country’s largest banks have reported fourth quarter earnings with somewhat mixed results, though many trends from the third quarter have continued. 
November 11, 2022Catching a Falling Knife
The equity markets have run up year-to-date, and it somehow feels like we are in some sort of an early cycle rebound. 
Energy has been a hot topic this year. Since 2021, energy prices have been rising due to multiple factors including the post-pandemic economic boom, disrupted supply chains, reduced investments, and poor weather conditions. 

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 January 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 December 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 November 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