The Big Picture

OCTOBER 19, 2023

I run through 30 charts in 30 minutes that explain where we are in the economic cycle, what markets are doing, and what it means to their portfolios. The economy is not on the right track, even as Americans’ Net Worth Surged by Most in Decades During Pandemic. 2 Regardless, something is amiss. Atlantic, Oct.

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Media Economy Economics Wealth Management 351

The Big Picture

NOVEMBER 21, 2022

And it was a miserable economic time, with both of these elevated measures together creating a period of unhappy people that the Misery index neatly captured. As Zunbrun observes, “ The Misery Index, as commonly constructed, doesn’t adequately capture how overall economic conditions affect attitudes.”. Should it be? 46, October 2014).

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Calculated Risk

JANUARY 10, 2024

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2024. 2) Employment: Through November 2023, the economy added 2.6 2) Employment: Through November 2023, the economy added 2.6 Or will the economy lose jobs? Or will the economy lose jobs? million jobs in 2023. million jobs in 2023.

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The Big Picture

JANUARY 31, 2024

Bad things happen when the economy contracts. As it turns out, there are ways investors can tell if an economic contraction is really coming. Tell us what happens to the economy during a recession. Claudia Sahm : A recession is a broad-based contraction in economic activity. There still has been no recession.

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The Big Picture

JANUARY 8, 2024

Besides 2022, recent examples include 2018, 2000, and 2002 (the recession was in 2001). Federal Reserve : While a recession is possible in 2024, it mostly depends upon how long the FOMC keeps rates tighter (higher) than is appropriate for the economy. Down years are far more likely than up years to be associated with recessions.

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The Big Picture

AUGUST 1, 2023

but the giveback off the highs was substantial: S&P 500 was down ~23%, Russell 2000 was off 27%, and the Nasdaq 100 came down 32%. Recall John Kenneth Galbraith’s observation: “The only function of economic forecasting is to make astrology look respectable.” are fast-growing, highly profitable key players in the modern economy.

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Calculated Risk

AUGUST 17, 2022

“Mortgage application activity was lower last week, with overall applications declining over two percent to their lowest level since 2000. The refinance index, however, fell five percent to its lowest level since November 2000 , driven by a six percent drop in conventional refinance applications.”

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The Big Picture

FEBRUARY 14, 2024

But not only did he turn out to be right, by 2000, the move was 1000%. It ended up being the better part of 1500 or 2000 percent going all the way up To to the top in either 98 or or 2000 if you wanna measure it there. It just puts a lot of money into the economy, enables a lot of development. And all the rest.

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Marketing Marketing Government Numbers 317

Calculated Risk

SEPTEMBER 7, 2022

“Mortgage rates moved higher over the course of last week as markets continued to re-assess the prospects for the economy and the path of monetary policy, with expectations for short-term rates to move and stay higher for longer,” said Mike Fratantoni, MBA Senior Vice President and Chief Economist.

Economy 141

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Carson Wealth

JULY 29, 2024

last week, declining for the second consecutive week, but there’s still a lot of strength under the surface, as the small cap Russell 2000 Index climbed 3.5%. March 2000 at the peak of the tech bubble. Q2 GDP Growth Confirms Economic Resilience The economy grew at an annualized pace of 2.8% The S&P 500 fell 0.8%

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The Big Picture

AUGUST 29, 2023

economy is doing well, why do so many Americans say it’s terrible? The leading economic indicators show the U.S. economy is performing well, but most Americans still believe economic conditions are extremely poor — as if the country was mired in a deep recession. 2000-2003 Dotcom implosion 6. 1987 Crash 3.

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Insurance Math Economics Economy 130

Bell Investment Advisors

NOVEMBER 6, 2023

The economic backdrop to these losses, however, stands out. Comparing present day data with data from 2000 through 2019, we clearly see strength in the present. The broader economy surprises, too. A report from the Bureau of Economic Analysis showed that gross domestic product grew at an inflation-adjusted annual rate of 4.9%

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Economy Economics Investment Advisor Numbers 52

Trade Brains

SEPTEMBER 30, 2023

Most traded Commodities in The World : Commodities are the basic essential materials of a good economy from which other by-products are manufactured. Here we shall discuss the most traded commodities in the world with their importance, impact on economics and factors affecting their prices globally.

Economics 119

Economics Food Manufacturing Government 119

Calculated Risk

AUGUST 10, 2022

Mortgage applications were relatively flat, with a decline in purchase activity offset by an increase in refinance applications,” said Joel Kan, MBA’s Associate Vice President of Economic and Industry Forecasting. “ The refinance index is just above the lowest level since the year 2000.

Economy 98

Economy Economics Marketing Marketing 98

Carson Wealth

SEPTEMBER 23, 2024

Let’s Not Get Too Excited Yet Yes, stocks hit new highs across the board last week on optimism about an economy that would likely avoid a recession and a Fed that was now cutting rates. All this is very positive for the economy. And if economic growth remains resilient, bond yields should not be moving lower. Matching the 13.9%

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Calculated Risk

SEPTEMBER 21, 2022

percent – the highest since October 2008,” said Joel Kan, MBA’s Associate Vice President of Economic and Industry Forecasting. “As The refinance index is just above the lowest level since the year 2000. Mortgage rates followed suit last week, increasing across the board, with the 30-year fixed rate jumping 24 basis points to 6.25

Economy 95

Economy Economics Marketing Marketing 95

Nationwide Financial

JUNE 13, 2023

Coming off the blowout jobs report and the debt ceiling agreement, last week was a slower week for economic data. Given the Fed’s guidance, we expect them to hold rates unchanged on Wednesday, but retain a hawkish bias which opens the door to a July rate hike if economic activity and namely inflation do not cool sufficiently.

Economics 52

Economics Manufacturing Retail Sales 52

Carson Wealth

AUGUST 19, 2024

As we will discuss below in more detail, we still believe the US economy is just fine. Given the somewhat gloomy economic expectations still baked into the market following the weaker-than-expected August 2 jobs report, the market response was decisively positive. Yes, it might be slowing some, but slowing doesn’t mean a recession.

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Investing Caffeine

FEBRUARY 1, 2023

Commentators continue to shout the doom-and-gloom forecasts of a hard landing recession, but after an economic hurricane in 2022 there are some signs the financial clouds have begun to lift this year. Investors Waiting for Another Flood While the calls for a hard economic landing remain, healthy GDP growth ( +2.9%

Economy 59

Economy Economics CFP Investing 59

Dear Mr. Market

JULY 8, 2023

Throughout the past year, a chorus of voices emerged, proclaiming that the global economy was teetering on the edge of a precipice. They cited various factors, including rising inflation, geopolitical tensions, and lingering effects of the pandemic, as harbingers of an impending economic downturn.

Economics 107

Economics Economy Media Marketing 107

Nationwide Financial

MAY 4, 2023

Tighter monetary policy has helped bring inflation down somewhat from its peak last June, with the expected consequence of slowing economic growth as seen in the Q1 GDP report. Nationwide Economics expects the Fed’s recent quarter-point hike to be the last tightening move for the current cycle.

Economics 75

Economics Banking Retirement Financial Market 75

Cornerstone Financial Advisory

OCTOBER 23, 2023

Yields rose after traders speculated that strong economic data might persuade the Fed to raise rates. for the first time since 2007, while mortgage rates hit 8%–the highest level since mid-2000. Economic Strength, Housing Weakness The economy continued to evidence surprising strength according to data released last week.

Marketing 105

Marketing Marketing Taxes Economics 105

Carson Wealth

DECEMBER 18, 2023

In their updated “ Summary of Economic Projections ,” they revised their estimates of core inflation for 2023 down from 3.7% Markets were off to the races after the Fed released its statement and economic projections. Lower interest rates can have significant positive effects on the economy, including on mortgage rates.

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Marketing Marketing Economy Investing 96

Trade Brains

JULY 8, 2024

Even though their story isn’t being splashed often across headlines their work is etched in the towering pillars of the bridges that connect communities and infrastructure that fuels the economic growth. Despite global economic challenges, India is expected to become the fastest-growing major economy.

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The Big Picture

SEPTEMBER 12, 2022

And so, coming out of school, I studied Economics and Spanish Literature, and I applied to a — a program that actually targeted Liberal Arts majors. BITTERLY MICHELL: … obviously, the United States, the global economy. It was at Bank One, at the time. Like lives are completely changed across …. RITHOLTZ: Right. risk matters.

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Brown Advisory

JANUARY 19, 2023

Since 1995, there are four rather distinct periods during which forward earnings estimates for the S&P 500 Index declined, tied to a specific event and/or economic downturn. Further, stock markets tend historically to move in advance of changes in economic activity or earnings trajectory, not in response to those changes. company.

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Carson Wealth

JANUARY 22, 2024

For a broad view of our expectations for the economy, stocks, and bonds in 2024, download our 2024 Market Outlook. That bear eventually ended in October 2022, and since then stocks have defied many experts, who continually (and incorrectly) touted a weakening economy, tapped-out consumer, and many other reasons to doubt the new bull market.

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Marketing Marketing Economy Portfolio 97

Carson Wealth

JANUARY 2, 2024

The economy surprised, the consumer remained resilient, stocks soared, and even bonds did well on the year thanks to a late-innings rally. The Manufacturing Renaissance is Here Sonu Varghese, VP and Global Macro Strategist I’ve never seen an economic chart like this, especially one related to factory construction.

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Marketing Marketing Economy Manufacturing 89

The Irrelevant Investor

JANUARY 19, 2021

Small businesses got absolutely decimated by the economic shutdown. The S&P 500 had a peak-to-trough decline of 34%, whereas the Russell 2000 fell 41% and the even smaller Russell Micro Cap index fell 43%. 83% of stocks in the Russell 2000 have positive returns over the last 6 months. The answer, mostly everything.

Economy 52

Economy Economics Marketing Marketing 52

Truemind Capital

JANUARY 19, 2024

India is strongly intertwined with Global markets financially and economically. Thus what happens in the USA and other developed economies has a significant impact on the Indian economy as well. The IT bubble burst in 2000 was majorly a US phenomenon but Indian stock markets corrected by 60-65% from the peak.

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Economy Investments Investing Economics 52

Carson Wealth

NOVEMBER 20, 2023

On Tuesday, the Russell 2000 Index, which is composed of small-caps, gained nearly 5.4%, marking one of its best days ever. That is particularly meaningful because households have more income to spend elsewhere — keeping consumption and the economy humming. in October. Over the last six months, core CPI has run at a 3.2%

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Marketing Marketing Economy Distribution 96

Nationwide Financial

MAY 10, 2023

The Russell 2000® Index (which tracks small-cap stock performance) was up only 0.44%. Are the Russell 2000’s weak returns a sign of slowing economic growth, or is the recent underperformance of small caps reflecting investor sentiment about current market opportunities?

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Risk Tolerance Valuation Economics Banking 52

Truemind Capital

JANUARY 24, 2024

Returns on investments (equity/debt/gold) are influenced by various factors – economic growth, inflation, interest rates, and prices at which you invest. Nominal GDP growth (real economic growth + inflation) is highly correlated with the aggregate revenue & profitability growth of all the businesses in India over the long term.

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Investing Investments Economy Economics 52

The Big Picture

MAY 30, 2023

And he’s really moving the needle in terms of having people take control of their own financial life in a way that benefits not just them but the entire economy and all of society. I had an economics lesson, I had a life lesson, I had an epiphany, I had a race relations lesson, I had a self-esteem and confidence lesson.

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Banking Economics Business Planning Economy 147

Bell Investment Advisors

JANUARY 4, 2024

Investors now expect a loosening of monetary policy and a soft economic landing with no immediate recession. As measured by the Russell 2000 index, small cap stocks climbed 24% since their late October lows! The most recent GDP report measured economic growth at an astonishing 4.9%. Those expectations lifted U.S.

Economics 52

Economics Financial Market Investment Advisor Government 52

Trade Brains

FEBRUARY 20, 2024

Reading these articles helps us build our personal views on Companies, the economy, and policies of the country. Capital Market Magazine Capital Market is a fortnightly publication that analyses 2000 Companies and provides an in-depth analysis of the fundamental performance of the stocks, as well as their business operations.

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Marketing Marketing Startup Education 59

Nationwide Financial

AUGUST 17, 2022

Some recent positive economic news boosted bullish sentiment, primarily the July Consumer Price Index (CPI) reading. However, the 2-year/10-year yield spread sends a very different signal about the economy that rising equity prices will not subvert slowing growth. Treasuries appears to think otherwise.

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Economics Numbers Economy Marketing 59