Listen to the full episode, here. Key Points The market volatility and uncertainty are being driven primarily by the president’s unpredictable trade policies and comments, rather than fundamental economic factors. [04:35] John and Sam are concerned that…
Thought Leadership
We believe communication is the key to successful client relationships. While sharing useful information is beneficial, regardless of source, Oakworth believes in the value proposition of developing and having its own experts and ideas. By generating our own market commentaries, economic newsletters, topical subject analysis and serials, and even conversational podcasts and videos, our clients know we are using our knowledge, creativity and expertise to help them succeed.
This past week, I made a lunch presentation to a group here in town. Afterwards, a guy told me my talk seemed “extemporaneous.” That was a new one for me. However, unless a speaker is reading…
Listen to the full episode, here. Key Points John, Sam & David question whether the goal of onshoring manufacturing jobs is truly beneficial, as many of these jobs may be low-wage and undesirable for American workers.…
Lately, headlines have been dominated by debates over fiscal and monetary policy, with speculation swirling about a potential economic slowdown and how the Federal Reserve might respond. Interest rates, inflation, and government spending seem to be…
The 1st quarter of 2025 has been volatile to say the least. The mood and outlook are changing quite literally by the day, reflecting a mixture of global economic uncertainty, geopolitical risks, and changing central bank…
The extremely strong equity returns of the past two calendar years can be attributed to two main causes. The persistent strength of the labor market allowed the consumer to continue to spend and drive corporate earnings…
THE TRUMP ADMINISTRATION It doesn’t matter whether you find the Trump administration’s frenzied base to be either infuriating or invigorating. One thing’s for certain — it isn’t boring. THE ALLY ASSESSMENT Trump administration officials have been…
If you only had one word to best explain the 1st quarter of 2025, it would probably either be exhausting or confusing. Perhaps it would be a combination of the two. Exfusing has a certain ring…
Regardless of who wins the Canadian national elections in late April, relations between the U.S. and its norther neighbor will be frostier than they have been in recent memory. At some point, negative consumer sentiment and the…
As of March 28, 2025, gold has outpaced the S&P 500 by more than 32% over the past year! What is driving this spike for a metal that we love to look at, but offers no…