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Redmount Middle Market Partners

Redmount Middle Market Partners

Deploying capital, expertise, and connections to empower the middle market. Since 1994.
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Category: Economy: Business Cycle

Charting the Course: Use of Corporate Profits – CapEx vs. Payouts

February 23, 2018 Redmount

During this recovery and BUSINESS cycle corporations prefer payouts vs Capex One hallmark of current recovery and business cycle has…

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Posted in: Asset management, Charting the Course, Economy: Business Cycle, Economy: Markets, Economy: World, Insights & Intelligence, Wealth Management

Charting the Course: Small Business Optimism Index Close to Highest Recorded Level

January 15, 2018 Redmount

Small Business Optimism Index is near to the highest recorded level of 1981. The Index indicates strong economic prospects It…

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Posted in: Asset management, Charting the Course, Economy: Business Cycle, Economy: Markets, Economy: World, Insights & Intelligence, Wealth Management

Charting the Course: U.S. Fed and EU Central Bank On 2018 Course to Reduce Money Supply

Redmount

U.S. Federal Reserve  and EU Central Bank are planning to reduce money supply during 2018. U.S. Fed plans to continue…

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Posted in: Asset Class: Fixed Income, Asset management, Charting the Course, Economy: Business Cycle, Economy: Markets, Economy: World, Insights & Intelligence, Wealth Management

Charting the Course: Corporations Maintain High Levels of Distributions

January 6, 2018 Redmount

Corporations are maintaining historically high levels of cash distributions to shareholders via dividends and/or stock buybacks. While stock buyback levels…

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Posted in: Asset management, Charting the Course, Economy: Business Cycle, Economy: Markets, Economy: World, Insights & Intelligence, Wealth Management

Charting the Course: Household Debt Service Ration at Lowest Level Since 1980

January 3, 2018 Redmount

Aided by lower interest rates household debt service ratio persists at low levels U.S. households embarked on historic deleveraging starting…

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Posted in: Charting the Course, Economy: Business Cycle, Economy: Markets, Economy: World, Insights & Intelligence, Wealth Management

Charting The Course: Corporate Spending is Driving Economy

December 13, 2017 Redmount

Corporate spending on M&A and capital expenditures (CapEx) is driving U.S. and Global economic growth. The chart is comparing amounts…

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Posted in: Asset Class: Private equity, Asset management, Charting the Course, Economy: Business Cycle, Economy: World, Wealth Management

An IPO as an Ownership-Transition Strategy

November 17, 2017 Redmount

You’ve probably heard a lot about initial public offerings (IPOs)—but how much do you really know about the costs and…

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Posted in: Economy: Business Cycle, Strategy: Business Exit Planning, Strategy: Business Transitioning, Strategy: Succession Planning, Wealth Management

5 Lessons from 3Q 2017

November 16, 2017 Redmount

From global growth to changes in the labor market, these are the economic takeaways to know about the third quarter.…

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Posted in: Asset management, Economy: Business Cycle, Economy: Markets, Economy: World, Wealth Management

Game-changer: six-day route from Northern Europe to South Korea

October 15, 2017 Redmount

Analysts at Defoe Redmount see a six-day route from Northern Europe to South Korea, Japan and NE China as a…

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Posted in: Asset management, Economy: Business Cycle, Economy: World

WEEKLY MARKET RECAP

Redmount

WEEKLY MARKET RECAP – Intl. trade in goods deficit up to -$65.1B Case-Shiller HPI +5.7% y/y Cons. conf. at 122.9;…

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Posted in: Asset management, Economy: Business Cycle, Economy: Markets

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