Sharkey, Howes & Javer

Inside the Economy: Markets, Treasury Bill, Oil, and U.S. International Trade Balance


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This week on Inside the Economy, we discuss recent market activity, Treasury Bills, Oil, and the U.S. international trade balance in light of recent tariff discussions. The U.S. equity markets had a strong year last year but have been more volatile as the new year begins. Net profit margins and forward earnings are good, but what does the price-to-earnings ratio tell us about equities? Market expectations for Fed Policy has raised its target Federal Funds rate from 3% to 4% by 2026 between last fall to the start of the year. Is there a chance the Fed will hike rates in 2025? In oil production, the U.S. remains a net exporter of oil and petroleum products. Historically, we were dependent on imports from Saudi Arabia—are we still dependent on them today? Finally, with ongoing tariff discussions, will they dramatically affect the U.S. international trade balance? Historically, the U.S. has had a service surplus and a goods deficit, but could the trade deficit shift with potential tariffs being implemented? Tune in to learn more!

 

Key Takeaways:

  • Durable Goods at -2.2%
  • ISM Survey at 50.9
  • S. Core CPI at 3.2 (YOY)
  • ...more
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    Sharkey, Howes & JaverBy Sharkey, Howes and Javer

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