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Debt Ceiling Politics & Markets | Financial Perspectives

Category: Investing » Economics
By Kent Kramer
05/08/2023

Politics are always in the news. Right now, we're hearing a lot about the debt ceiling and the need to increase the US debt ceiling so the government can pay their bills ... or maybe not. This week, Kent Kramer provides an overview of debt ceiling history and what we are seeing today.

August 21, 2020 Financial Perspectives

Category: Investing » Economics
By Kent Kramer
08/21/2020

0:50 - In the News: August 10th - August 21st
2:46 - What Is “Aseasonality” and Why Can It Lead to Impatience?
4:30 - Historical Disruptions
5:50 - Behavioral Biases: Why Does This Seem So Bad?

June 8, 2020 Financial Perspectives

Category: Investing » Economics
By Kent Kramer
06/08/2020
1:45 - Last Week's News
3:06 - Last Week's Financial Highlights
4:40 - How Will the US Pay for All This New Debt Spending?
7:54 - What Does GDP Mean for the Stock Market?

April 24, 2020 Financial Perspectives

Category: Investing » Economics
By Kent Kramer
04/24/2020
Kent gives a quick recap of market performance so far this year and why it’s important for investors to stay invested. He also takes a look at the oil price shock and how oil and energy prices have affected the economy historically.

November 8, 2021 Financial Perspectives

Category: Investing » Economics
By Kent Kramer
11/08/2021
You know the old saying, “What goes up must come down.” How is it that currently everything seems to be going up at the same time? Signs of inflation like oil prices, labor prices, trade deficits. And yet markets are going up with stocks at all-time highs. Bond prices are rising this week when often, bond prices move inversely to stock prices. Government spending is certainly going up, consumer spending is going up and tax rates seem to be poised to rise as well. What do all these upwards mean for investors?

New Year – Rates are Rising | Financial Perspectives

Category: Investing » Economics
By Kent Kramer
01/10/2022
Welcome to 2022 where the news seem to focus, again, on rising rates –for COVID infections due to Omicron, inflation, and interest rates. The markets seem to be most concerned about interest rates. This week Kent Kramer looks at why that might be the case and what may be in store for interest rates in 2022.

November 8, 2021 Financial Perspectives

Category: Investing » Economics
By Kent Kramer
11/08/2021
You know the old saying, “What goes up must come down.” How is it that currently everything seems to be going up at the same time? Signs of inflation like oil prices, labor prices, trade deficits. And yet markets are going up with stocks at all-time highs. Bond prices are rising this week when often, bond prices move inversely to stock prices. Government spending is certainly going up, consumer spending is going up and tax rates seem to be poised to rise as well. What do all these upwards mean for investors?

New Year – Rates are Rising | Financial Perspectives

Category: Investing » Economics
By Kent Kramer
01/10/2022
Welcome to 2022 where the news seem to focus, again, on rising rates –for COVID infections due to Omicron, inflation, and interest rates. The markets seem to be most concerned about interest rates. This week Kent Kramer looks at why that might be the case and what may be in store for interest rates in 2022.

A Conversation with Award-Winning Portfolio Manager Mary Ellen Stanek | Financial Perspectives

Category: Investing » Economics
By Kent Kramer
04/08/2024

In this week's special edition of Financial Perspectives, Kent Kramer has a conversation with 2022 Morningstar Outstanding Portfolio Manager award winner, Mary Ellen Stanek, who is managing director and co-chief investment officer of Baird. In this conversation, Kent and Mary Ellen cover everything from market history and trends to surprising interviews.

April 17, 2020 Financial Perspectives

Category: Investing » Economics
By Kent Kramer
04/17/2020
Kent gives a recap of the market over the past week including a look at the current state of unemployment. He also takes a look back at the past 20 years of asset class returns.

January 11, 2021 Financial Perspectives

Category: Investing » Economics
By Kent Kramer
01/11/2021
2020 had some very real rollercoaster moments – the question for markets and the economy is whether there is any reason to think they won’t hold up during and after our latest ride?

February 22, 2021 Financial Perspectives

Category: Investing » Economics
By Kent Kramer
02/22/2021
Every week it seems there is a new story about which investment, which “trade”, is making amazing money. Each new story brings a sense of urgency, act quickly before it’s too late. You can’t afford to miss out on this one. There are at least 3 important risks investors should pay attention to, some are urgent, some are important, some are both, some are neither.

March 22, 2021 Financial Perspectives

Category: Investing » Economics
By Kent Kramer
03/22/2021
Many indicators say the US and global economy are growing at rates faster than expected. Most of this is welcome news given the past 12 months. But is there a danger the economy could overheat? Inflation continues to be on the minds of some, should it be on yours as well?

April 12, 2021 Financial Perspectives

Category: Investing » Economics
By Kent Kramer
04/12/2021
One of my favorite comedians has always been Steve Martin. One of his funnier routines was “let’s get small.” Lately small company stocks have been outperforming their large company counterparts and it’s hard not to notice. What is a small company and why the outperformance recently?