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.
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Sep 27, 2023
This week, Ford announced plans to pause production on an electric vehicle battery assembly plant in Michigan. This was due to political pushback stemming from the realization that Ford was going to license the necessary technology from the Chinese firm CATL. However, given how far behind the US is in EV battery...
Sep 21, 2023
The division between labor and management seems to be growing around the world. From railway workers in Sri Lanka to doctors in the U.K. to screenwriters in Hollywood to autoworkers in the Midwest. Does it make sense? Or do those on strike not fully understand the bigger picture, even if they might have a legitimate...
Sep 14, 2023
Recent sharp increases in energy prices have caused pain at the pump and pushed the inflation gauges higher. Couple this with student loan repayments, and what, then, is the state of the U.S. consumer heading into the holiday shopping season? When things get tight, what gets the ax? Is it travel? The movies?...
Sep 6, 2023
After years of pandemic-related moratoriums on the repayment of student loan debt, the clock has finally stopped ticking. Unless something dramatic happens, people will have to start paying back what they have borrowed. Have they budgeted for it? Not likely. If they haven’t, what expenditures get the ax? Essentially,...