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This we sit down with one of our regular guests, Joe Keating, to get his thoughts on recent GDP data, inflation, and the outlook for Q4. Joe serves as Co-Chief Investment Officer of NBC Securities. The views, information, or opinions expressed during this show are solely those of the participants involved and do not necessarily…

The graph below demonstrates loan repricing changes quarter-over-quarter from June 2020 to June 2021 for banks in three asset bands (under $1B, $1-3B, and over $25B).  The top three stacks of the bars show fixed-rate loans that reprice 3-5 years, 5-15 years, and over 15 years.  The bottom three stacks show floating and adjustable-rate loans. …

This week Tom is joined once again for Joe Keating, Co-Chief Investment Officer for NBCSecurities.  Joe and Tom  discuss inflation, the Covid-19 delta variant, & outlook for the economy. The views, information, or opinions expressed during this show are solely those of the participants involved and do not necessarily represent those of SouthState Bank and…

There appears to be some complacency regarding the Federal Reserve’s monetary policies in 2021 and 2022. The ten-year Treasury, around 1.35%, may be sending a short-term signal on liquidity versus a long-term prediction on inflation.  Community bankers need to factor in the high probability (50% to 75%) that tapering will start in 2021 and not…

We have published multiple articles, economic bulletins, and podcasts on inflation (including here and here).  In this article, we will not make a case for or against the market’s expectation of inflation.  We will assume current gauges such as CPI and PCE accurately reflect the current inflation environment (many arguments can be made for why…

This week Tom speaks with Joe Keating, Chief Investment Officer of NBC Securities to discuss the current economic forecast, inflation fears, and the disappointing jobs report. To get Tom’s bond portfolio trends report, visit www.southstatecorrespondent.com/bondreport

This week we sit down with Joe Keating, economist and CIO for NBC Securities, to discuss his economic outlook for 2021.

This week, Tom sits down with Joe Keating, Chief Investment Officer for NBC Securities.  They discuss the economic outlook for 2021 and what impact a vaccine and Biden administration will have.

In this week’s show, we sit down with Joe Keating, one of today’s leading economists. We discuss all things related to the recent Q2 economic data, his forecast for the rest of the year, and where rates might be headed in the future. The views, information, or opinions expressed during this show are solely those…