Eric Hovde

Conservative Businessman & Philanthropist who loves his country. 🇺🇸

[Eric Hovde @EricHovde]

For everything, thank you.

[Eric Hovde @EricHovde]

Two Experimental Molecules Successfully Repair MS Nerve Damage https://t.co/DUo4fg9cqg More articles like this? https://t.co/AmwLGFdRVu #LongevityInsider via @

[Eric Hovde @EricHovde]

Why do we host the Sunwest Bank Annual Economic Forum? To equip you with data and perspective so you can build financial health and long‑term wealth. My parting message:

If you have been blessed, go help someone who hasn’t been.

[Eric Hovde @EricHovde]

Markets are heading into a turbulent year. Equities look stretched before an expected correction, bond yields are slipping, housing prices continue to soften, and commercial real estate is recovering unevenly. In this clip, I break down why strategic positioning will be essential for investors navigating 2026.

[Eric Hovde @EricHovde]

Global instability is shaping a complicated year ahead. In this clip, I break down how U.S. political volatility, structural weakness in China, and stagnation across Europe—paired with rising trade conflicts and energy policy failures—are creating real challenges for businesses and investors heading into 2026.

[Eric Hovde @EricHovde]

In this clip, I forecast a mixed year ahead: early growth fueled by AI investment and lower interest rates, followed by slowing momentum as employment weakens, bankruptcies rise, and equity markets correct. See why adaptability will be critical for businesses in 2026.

[Eric Hovde @EricHovde]

Tax cuts and AI investment could fuel expansion. Credit defaults and equity pullbacks could trigger recession. And sticky prices plus monetary stimulus could push the economy toward stagflation. In this clip, I break down why these paths can unfold at the same time—and what that means for strategic planning in 2026.

[Eric Hovde @EricHovde]

AI is transforming entire industries, but it’s not without major hurdles. In this clip, I break down the structural challenges—from massive energy demands to circular dealmaking among tech giants to the growing financial risk of debt‑funded AI expansion. Here’s what’s fueling the boom—and what could slow it down.

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Government spending remains the steady force in an otherwise volatile economy. In this clip, I break down the impact of soaring federal debt, the Fed’s $8 trillion balance sheet, and the shift from tightening to easing—and what all of this means for inflation and interest rates in 2026.

[Eric Hovde @EricHovde]

Corporate profits are near record highs at $3.3 trillion—but bankruptcies are climbing fast, on track for their highest level since 2010. In this clip, I break down why inflation, financing costs, and an uneven recovery are creating clear winners and losers across the corporate landscape.

[Eric Hovde @EricHovde]

Hiring is slowing, layoffs are rising, and the labor force is shrinking. In this clip, I break down how automation and recessionary signals are shaping the job market—and what an AI‑driven economy means for how businesses and workers adapt in 2026.

[Eric Hovde @EricHovde]

The wealth gap is widening fast—the top 10% now drives nearly half of all consumer spending, while the middle class keeps losing ground. In this clip, I break down why over half of Americans have less than $1,000 in savings and how rising debt is becoming a lifeline for many households.

[Eric Hovde @EricHovde]

Commercial real estate is showing early signs of recovery—transaction volumes are climbing, but still far from 2021’s peak. In this clip, I break down what’s driving the rebound in office and multi‑family deals, and why a $900B wall of 2025 loan maturities points to stress ahead.

[Eric Hovde @EricHovde]

Housing has shifted into a new phase—from pandemic‑era price spikes to today’s cooling market. In this clip, I break down how affordability pressures and demographic shifts are reshaping demand, and why real returns on housing could turn negative over the next decade.

[Eric Hovde @EricHovde]

Manufacturing is still stuck in a mild recession, while services keep expanding—a split that defined much of 2025. In this clip, I break down why the gap keeps widening and how shifting consumer priorities toward experiences over goods are reshaping the economy.

[Eric Hovde @EricHovde]

From record highs in the S&P 500 and NASDAQ to explosive market caps for tech giants, I break down why today’s equity valuations far exceed historical norms—and what that means for risk, returns, and investor behavior in 2026.

[Eric Hovde @EricHovde]

Retail sales stayed surprisingly steady despite uncertainty. In this clip, I break down why—driven by high‑income spenders, sticky inflation, and standout gains in e‑commerce, food service, and autos. Here is where the momentum really came from.

[Eric Hovde @EricHovde]

Headlines in 2025 were full of sports upsets, tech turbulence, and geopolitical shifts—but the real business story was GDP whiplash. I walk through Q1’s pullback, Q2’s jump to 3.8%, and the forces that made 2025 so volatile.

[Eric Hovde @EricHovde]

In this clip, I connect the end of forbearance to credit market dynamics—covering student loans, medical debt, and BNPL—and what these trends mean for consumers and businesses alike.

[Eric Hovde @EricHovde]

From SALT caps to bonus depreciation, this legislation reshapes incentives. Here’s my take on the One Big Beautiful Bill Act and its impact on the economy.

[Eric Hovde @EricHovde]

Households pay thousands in hidden regulatory costs, and businesses face trillions in compliance. In this clip, I break down why deregulation dominated 2025—and what it means for growth.