Portland Households Experiencing High Income GrowthBy Victor Schramm, CFS® It's no secret that Portland's economy has become more dynamic over the past decade. Portland is currently the most moved-to city in the nation for Millennials. 1 Oregon has had one of the highest net-immigration statistics over the past few years, owing largely to Portland. 2 According to [...]
US Manufacturing Still Expanding According to New Data... BarelyBy Victor Schramm, CFS® An important indicator of the U.S. Manufacturing Sector fell at an unexpected rate this week. The ISM Markit Purchasing Managers Index (or PMI) hit a 116 week low, clocking in 50.6 compared to last month's 52.6 If that doesn't mean a whole lot [...]
By Victor Schramm, CFS®Midwestern Farmers Facing Unintended Tariff Consequences I haven't been a fan of the so-called Trade Wars of the current administration. I've also been an analyst willing to conceded that at various key moments in the US-China trade confrontation, the United States has appeared to be "winning." One reason I've opposed the Trade Wars [...]
The Fed Says the Economy's Still Expanding The Federal Reserve publishes a "soft" data report on the state of the United States economy 8 times a year based on anecdotal evidence known as the "Beige Book." In its most recent March 6th update, the Fed concluded "Economic activity continued to expand in late January and [...]
Harley Davidson's Exposure to Trade Wars On March 1st, President Donald Trump announced that the United States would impose a 25% tariff on steel and a 10% on aluminum. The economic impact of that, in isolation, would be widely felt, as we covered last week. Just as the world was learning there would be no exemptions [...]
The Potential Impacts of Trump's Steel & Aluminum TariffsTrump Tariffs Will Have Large Impact President Donald Trump announced yesterday, March 1st, that he plans to impose 25% tariffs on imports of steel and 10% on aluminum. Global markets reacted strongly, with the U.S. Dollar, Dow Jones, and low quality Corporate Bonds suffering the most. The [...]
