SHJ Wealth Advisors
Business & Finance
About
Podcast by SHJ Wealth Advisors
Episodes
- Inside the Economy: Personal Income, S&P Earnings Growth, and Oil Supply
This episode of Inside the Economy covers personal income increases, S&P 500 earnings growth estimated at 27% for Q1, and a record decline in world oil inventories. It also touches on job market dynamics and increased stock buybacks.
- https://www.foodnetwork.com/recipes/katie-lee/turkey-club-cottage-cheese-wrap-20796274
Inside the Economy analyzes the cost of living, the impact of the Iran conflict on resilient capital markets, and global trade. The episode touches on slowing consumer spending, wage growth trends, and the performance of international equi…
- Inside the Economy: Consumer Spending, Pricing, and S&P 500 Outlook
This episode of Inside the Economy covers consumer spending, home pricing, and the S&P 500 outlook. It examines wage growth across income levels, the minimal impact of affordability changes, housing market trends, and the S&P 500
- Inside the Economy: World Events, Safe Haven Status, and Cost of Energy
This episode of Inside the Economy examines the economic consequences of global events, safe haven assets, and energy costs. It covers inflation stabilization above the Fed's target, the volatile nature of energy prices, shifts in global e…
- Inside the Economy: Inflation Outlook, Affordability, and Hydrocarbons
This episode of Inside the Economy examines the current inflation outlook, consumer spending trends, and housing affordability challenges, including rising mortgage and insurance costs. It also covers the US position as a net energy export…
- Inside the Economy: Job Market, Future Inflation, and Who is Buying and Shipping to Whom
This week on Inside the Economy, we explore the evolving job market and affordability, financial markets and inflation, and break down the latest trends in imports and exports. Job availability has been trending lower since 2022. What fact…
- Inside the Economy: Consumer Debt, Inflation, Deflation, and S&P Earnings Growth
This week on Inside the Economy, we address consumer debt, inflation and deflation across the U.S., and S&P earnings growth. The total consumer debt balance and its composition have not changed much for consumers aside from slight increase…
- Inside the Economy: Housing and Population, Markets, and Water
This week on Inside the Economy, we discuss the housing market, population trends, financial markets, and global freshwater withdrawal rates. Housing prices have declined year over year, while demand continues to vary by region. We explore…
- Inside the Economy: Inflation and Disposable Income, Earnings, and Housing
This week on Inside the Economy, we explore U.S. inflation compared to disposable income, stock market earnings, and housing. U.S. inflation closed out 2025 lighter than expected, hovering around 2 to 3 percent. Where is the biggest CPI im…
- Inside the Economy: Affordability, Market Fundamentals, and The New Global Supply System
This week on Inside the Economy, we break down housing affordability, Wall Street’s equity outlook for 2026, the state of Venezuela’s oil industry, and the regional destinations driving China’s exports. Rent growth has moderated since the…
- Inside the Economy: AI Trade, Inflation, Wages, and the Jobs Market
This week on Inside the Economy, we dive into stock performance and take a closer look under the hood at AI, inflation, wages, and the U.S. job market. The “Magnificent Seven” stocks of the S&P 500 have been primary drivers of the market o…
- Inside the Economy: Household Income, Home Ownership versus Renting, and The Markets
This week on Inside the Economy, we cover U.S. consumer income growth, the growing rent-versus-buy debate among younger generations, and the latest in U.S. markets. Median income growth has cooled sharply since early 2022. The key question…
- Inside the Economy: Inflation, Auto Loans, and Changes in China
This week on Inside the Economy, we explore stable increases in inflation, emerging issues in credit card and auto loan delinquencies, U.S. markets, and slow changes in China. Inflation has remained relatively sticky, with slight increases…
- Inside the Economy: Labor and the Markets, S&P Earnings and Growth, and America First
This week on Inside the Economy, we address the labor market, S&P 500 earnings growth, and the concept of “America First”. As we near year-end, how do announced U.S. layoffs stack up against historical trends and the elevated levels record…
- Inside the Economy: Housing Market, AI Frenzy, and U.S. Growth
This week on Inside the Economy, we address the housing market, the AI investment frenzy, and economic growth in the U.S. Home prices have become increasingly unaffordable, and potential upcoming rate cuts are unlikely to solve the issue.…
- Inside the Economy: Consumers and their Jobs, The Frothy Markets, and Prospects for Europe
This week on Inside the Economy, we discuss the state of consumers and employment, today’s frothy markets, and economic developments in Europe. While we await updated jobless claims data —delayed due to the government shutdown—we can alrea…
- Inside the Economy: Consumer Spending, Jobs, New Home Sales, and Fed Actions
This week on Inside the Economy, we address consumer spending, employment trends, new home sales data, and recent actions by the Federal Reserve. Despite concerns, there is minimal evidence that hiring has slowed drastically, and layoffs r…
- Inside the Economy: Employment, Stock Valuations, and the U.S. Bond Market
This week on Inside the Economy, we take a closer look at employment trends, the pending rate cut, stock valuations, and the U.S. bond market. Jobless claims are rising and the unemployment rate has ticked up. Could fewer hours worked per…
- Inside the Economy: Employment, Housing, and Inflation
This week on Inside the Economy, we discuss employment growth, the housing market, and the latest inflation data. Year-over-year job growth has dipped below 1%. Could this be a sign of a weakening labor market or a return to pre-pandemic n…
- Inside the Economy: Inflation, The Prudent Consumer, and Tariffs
This week on Inside the Economy, we examine key developments in the latest economic report, with a focus on the Consumer Price Index and the primary drivers of inflation. We’ll also explore changes in average hourly earnings compared to a…
- Inside the Economy: Labor Market, Housing and Delinquencies, and Energy
This week on Inside the Economy, we take a closer look at key developments in the labor market, housing, and energy. Nonfarm employment growth in the U.S. continues to slow. Are we seeing a return to pre-pandemic norms, or is something els…
- Inside the Economy: Consumer Price Index, Real House Prices, U.S. Prices, and China
This week on Inside the Economy, we address the Consumer Price Index mainly looking at primary shelter, core goods, and U.S. retail sales. In the latest core consumer price index report, both primary shelter costs and core good prices cont…
- Inside the Economy: Housing, Immigration, and Treasuries
This week on Inside the Economy, we explore the housing market, immigration, and the Treasury market. Mortgage rates have been hovering around 7%. Has the heightened level of interest rates negatively impacted existing home sales? New cons…
- Inside the Economy: Stock Market Performance, Corporate America, and Debt
This week on Inside the Economy, we address stock market performance, corporate America, current trade and tariff developments, and government debt. The S&P 500 posted its best May performance in 35 years, challenging the old saying, “Sell…
- Inside the Economy: Tariffs, European Union, Interest Rates, and Markets
This week on Inside the Economy, we discuss tariffs, trade relations with the European Union, interest rates in the U.S. and abroad, and global stock market performance. U.S. Customs duties reached an all-time high, generating $25.5 billio…
- Inside the Economy: Wages, Inflation, and Trade Agreements
This week on Inside the Economy, we dive into the current state of wage growth, job prospects, inflation trends, Federal Reserve activity, and emerging trade agreements. Wage growth, which experienced downward pressure following the Fed’s…
- Inside the Economy: New Tariffs, S&P 500, and Trade Issues
This week on Inside the Economy, we take a closer look at the impact of new tariffs, the S&P 500, and ongoing trade issues—particularly with China. Revenue from customs duties, commonly referred to as tariffs, has reached an all-time high…
- Inside the Economy: Consumer Economy, Tariffs, Economics of Russia in Europe
This week on Inside the Economy, we analyze the strength of consumers in the economy, trade and tariffs, and economics of Russia in Europe. The economic report is still providing minimal worry signs for the current state of the economy. Co…
- Inside the Economy: International Stocks, Inflation & Personal Income, Market Volatility
This week, on "Inside the Economy," we will break down the international stock markets and their outperformance compared to the US in 2025. Could this be the beginning of a long-awaited turnaround in the international markets? The Federal…
- Inside the Economy: Consumer Attitudes and Markets
This week on Inside the Economy, we address consumer attitudes and market trends, specifically considering the S&P 500 entering correction territory. Revolving consumer credit as a percentage of disposable personal income is hovering aroun…
- Inside the Economy: Unemployment, U.S. Net Worth, and New Home Sales
This week on Inside the Economy, we explore unemployment and jobs, U.S. net worth by households, and the housing market. Economic data suggests a potential return to trend growth. As of January, job openings reached 7.6 million, while unem…
- Inside the Economy: Domestic Consumer, the Potential U.S. Sovereign Fund, and Europe & Asia
This week on Inside the Economy, we discuss the current state of the domestic consumer in relation to inflation and interest rates, the potential for a U.S. Sovereign Wealth Fund, and Europe and Asia. The media has been buzzing about an in…
- Inside the Economy: Markets, Treasury Bill, Oil, and U.S. International Trade Balance
This week on Inside the Economy, we discuss recent market activity, Treasury Bills, Oil, and the U.S. international trade balance in light of recent tariff discussions. The U.S. equity markets had a strong year last year but have been more…
- Inside the Economy: Global Economy, New Administration, and Trade
This week on Inside the Economy, we explore the global economy, the new administration’s economic direction, and trade. Looking at projections for global GDP growth in 2025, we’re not expecting significant growth in countries like Great Br…
- Inside the Economy: 2024 Market Performance, Household Finances, and The Housing Market
This week on “Inside the Economy,” we break down 2024 market performance, how finances for US households look going into 2025, and the housing market. The S&P 500 Index is in rare air with back-to-back 20%+ returns in 2023 and 2024. Should…
- Inside the Economy: Inflation, Markets, Bond Yields, and Manufacturing
This week on “Inside the Economy”, we break down the sectors of inflation, market trends, bond yields, and manufacturing production. The primary driver of inflation still present in the market is housing, while core goods show little to no…
- Inside the Economy: Jobs, Housing, and Global Markets
This week on “Inside the Economy”, we evaluate the outlook for the upcoming Federal Reserve meeting, the job market, housing, and global markets. The chances of a future interest rate cut by the Fed have increased – what factors have led t…
- Inside the Economy: Consumers, Markets, and Cost of Money
This week on “Inside the Economy”, we discuss the consumer, markets, expectations, and the cost of money. Total retail sales exceeded $700 Billion in October. Are these high sales due to the upcoming holiday season? Have credit card debt d…
- Inside the Economy: Post-election economy, Mortgage Market, and Tariffs
This week on “Inside the Economy”, we evaluate the post-election economy, changes in the mortgage market, and the future of deficit spending. Jobless claims remain consistent year-over-year, and the personal savings rate has normalized. Re…
- Inside the Economy: Housing, Cash, and China
This week on “Inside the Economy”, we assess housing affordability, sales, mortgages, household cash on hand, and China’s demographics. Housing affordability is near a record low. How much would home prices have to decrease, or household i…
- Inside the Economy: Credit Card Debt, Interest Income, and Insurance
This week on “Inside the Economy”, we explore the levels of credit card debt, interest income, and relative insurance premiums across the United States. You may have seen news about credit card balances reaching an all-time high. However,…
- Inside the Economy: Existing Home Sales, Fed Funds Rate, and the TCJA
This week on “Inside the Economy”, we delve into existing home sales, the current and projected federal funds rate, and the implications of the Tax Cuts and Jobs Act. Existing home sales are trending downward - will the recent interest rat…
- Inside the Economy: Consumer Spending, Federal Reserve, and Household Income
This week on “Inside the Economy”, we evaluate consumer spending, the upcoming Federal Reserve meeting, and household income and mortgages. Consumer spending has slowed compared to the post-COVID highs, and we’ve observed a recent decelera…
- Inside the Economy: Hiring, Housing, and Markets
This week on “Inside the Economy”, we discuss the current state of employment, housing affordability, and U.S. Markets. Hiring has slowed since the post-covid highs. Are employed individuals at risk of losing their job? Is there evidence t…
- Inside the Economy: Consumer Debt & Economic Slow Down
This week on “Inside the Economy”, we discuss consumer debt and the pending economic slowdown. Credit Card and HELOC balances have ticked up over recent months, but despite this, there has been limited delinquency in student loans, mortgag…
- Inside the Economy: Unemployment, housing, and the Federal Budget
This week on “Inside the Economy”, we explore unemployment, housing, and the federal budget. Regarding employment, the JOLTS three-month moving averages are trending downward. Additionally, permanent job losers and persons completing tempo…
- Inside the Economy: Housing, Federal Reserve, and Consumer Price Index
This week on “Inside the Economy”, we discuss housing, the Federal Reserve interest and Federal funds rate, and the Consumer Price Index (CPI). The Federal funds rate is currently higher than all main U.S. inflation measures. Is the cost o…
- Inside the Economy: Employment, Housing, and Retail Traders
This week on “Inside the Economy”, we explore the broader economic indicators, such as U.S. gross domestic product (GDP), employment, and housing and vacancy rates. Overall U.S. GDP growth has slowed as a comparison of 2023 to 2024 quarter…
- Inside the Economy: Jobs, Markets, and Foreign Demand
This week on “Inside the Economy”, we discuss payroll and job openings, market valuations, and foreign demand in U.S. markets. The rate of U.S. job openings has dropped from its post-Covid peak. Is this a negative event or normalization in…
- Inside the Economy: Wages, Housing, U.S. Financial Conditions
This week on “Inside the Economy”, we explore wages, housing prices and mortgages, and the U.S. financial conditions. The U.S. average hourly earnings report for May came in with a reading of 4%. Why are year-over-year wages still high? Wh…