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In this podcast, John & Sam exchange perspectives on current events that are impacting our economy and influencing investment strategies. Trading Perspectives is hosted by Oakworth Capital Bank's Chief Economist, John Norris along with Associate Managing Director and Portfolio Manager, Sam Clement. 

 

 

 

 

If you like our podcast and are interested in hearing more from us, please click here to visit our blog Common Cents.

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To schedule a speaking engagement please send us an email to tradingperspectives@oakworth.com

 

Mar 13, 2024

Everywhere you look, it seems people are doing better than you are. They drive nicer cars. Eat better food. Wear nicer clothes. Have cooler friends. Take fancier trips. You name it. However, the chances are someone is looking at you, and feeling the same way. This begs the question: can money really buy happiness in a...


Mar 6, 2024

What if they threw an election and no one cared? After all, both Biden and Trump had pretty much locked up their party’s nomination long before this week. So, a lot of Americans didn’t even bother voting. How will the sense of resignation impact the consumer and markets over the long months to November? Is the...


Feb 29, 2024

The government says the economy is growing rapidly and the U.S. consumer is alive and well. However, people don’t seem to believe this apparent good fortune, and complain about having to tighten their belts. So, just how strong is the U.S. consumer? And, what would you least be willing to cut out of your budget if...


Feb 14, 2024

This week, the Bureau of Labor Statistics announced the Consumer Price Index (CPI) was higher in January than analysts had been predicting. The markets didn’t like the news, much like consumers. The question remains: how much longer will inflation be a problem? If higher interest rates can’t do it alone, what must...


Jan 31, 2024

There is little argument much of this century’s economic growth will come from emerging economies. However, that doesn’t mean there will always be money to be made in them for US investors. Growth is one thing, profit is another and the return of profit is yet another. Do the powers that be in places like Beijing,...