by RSM US LLP | Feb 7, 2025
< Back to the Insights Gallery Morning market minute: The rising concentration risk in equitiesREAL ECONOMY BLOG | February 07, 2025Authored by RSM US LLPFor the first time since the dot.com bust in 2001, the difference between the equity earnings yield on the...
by RSM US LLP | Dec 26, 2024
< Back to the Insights Gallery Identifying countries at risk as the U.S. dollar surgesREAL ECONOMY BLOG | December 26, 2024Authored by RSM US LLPOver the past year the real trade-weighted dollar index has appreciated 6.88% because of a combination of interest rate...
by RSM US LLP | Nov 6, 2024
< Back to the Insights Gallery The Trump restoration and the U.S. economyREAL ECONOMY BLOG | November 06, 2024Authored by RSM US LLPThe Trump restoration was resonating across financial markets on Wednesday with the prospect that Donald Trump’s second presidential...
by RSM US LLP | Jan 8, 2024
< Back to the Insights Gallery Rate normalization and the return of riskREAL ECONOMY BLOG | January 08, 2024Authored by RSM US LLPFinancial markets had a difficult start to the year after an exuberant end to last year.The yield on 10-year Treasury bills dropped...
by RSM US LLP | Aug 29, 2023
< Back to the Insights Gallery RSM US Manufacturing Outlook Index: Signs of a bottomREAL ECONOMY BLOG | August 29, 2023Authored by RSM US LLPThe decline in the RSM US Manufacturing Outlook Index appears to be nearing a bottom. We think that the mild recession in...