Ep. 34 | Loan Growth: A Canary in a Coal Mine?
The banking industry has faced a notable slowdown in loan growth. This development has caught the attention of economists and investors alike...
Ep. 31 | Quality Comes Into Favor as the Fed Pivots
The state of real estate is a mixed picture today, with certain property types performing well and others struggling.
Ep. 28 | Inflation Inquiries
Today, we note that despite a strong economy with very low unemployment, measures of consumer sentiment and overall confidence levels are lower than one might expect.
Ep. 13 | Watching & Waiting
Throughout 2022, the themes of Uncertainty and Pendulum Shifts were present in many of our communications. As we move forward into 2023...
Ep. 11 | Pendulum Shift: Inflation, Interest Rates, and Fed Policy
At Crawford Investment Counsel (Crawford), we have been talking more and more about uncertainty as current events have unfolded.
Ep. 9 | Recession Watch: Inflation and the Fed
At Crawford Investment Counsel (Crawford), we have been talking more and more about uncertainty as current events have unfolded.
Ep. 5 | Pendulum Shifts: Cyclical versus Secular Change
At Crawford Investment Counsel (Crawford), we have been talking more and more about uncertainty as current events have unfolded.