The Big Picture

NOVEMBER 28, 2022

The economy is slowing, and some states are doing great, some okay, some less so. Coincident Index by States (May 22, 2008). The specifics are noteworthy: -Over the past month, the indexes increased in 20 states, decreased in 22 states, and remained stable in eight, making a one-month diffusion index of -4.

Banking 279

Banking Economy 279

The Big Picture

NOVEMBER 5, 2022

In 2008, he received the George Polk Award for financial reporting. Chancellor notes “Interest rates are the most important signal in a market-based economy and the universal price affecting all others.” This week, we speak with financial historian Edward Chancellor. Rates reflect the price of time, which is scarce and has value.

Valuation 311

Valuation Economy Management Marketing 311

The Big Picture

SEPTEMBER 26, 2022

If anything, it feels like the Fed wants to fight us, all of us, including the stock market and the economy. The Fed is actively trying to crash the stock market, break the housing market and push the economy into a recession. That’s not the case anymore. How do I know this? Wealth of Common Sense ). • Wealth of Common Sense ). •

Engineering 306

Engineering Economy Manufacturing Retirement 306

The Big Picture

DECEMBER 12, 2022

The Hustle ). • What Is the Bond Market Saying About the Economy? A Wealth of Common Sense ) see also After a Terrible Year for Bonds, the Outlook Is Better : October capped their worst 12-month period ever, and the economy is under pressure. Will American music fans ever see anything better? ( New York Times ). • Economist ).

Math 306

Math Economy Communication Economics 306

Abnormal Returns

SEPTEMBER 28, 2022

wsj.com) Don't fight the last war: this isn't 2008. theguardian.com) Economy The July Case-Shiller numbers shows a deceleration in home prices. (capitalspectator.com) Expected returns on bonds are finally attractive. awealthofcommonsense.com) Markets Lumber prices are back down to pre-pandemic levels. It depends.

Financial Advising 246

Financial Advising Media Management Economy 246

Abnormal Returns

MAY 1, 2023

ft.com) The amount of bank failures, measured by assets, rivals that of 2008. etftrends.com) Economy Is the U.S. (cnbc.com) The banking industry's 'crisis phase' may be over for now. nytimes.com) ETFs Model portfolio shifts can have a big effect on ETF flows. riaintel.com) The pace of ETF launches has slowed of late.

Financial Advising 244

Financial Advising Startup Banking Manufacturing 244

Nerd's Eye View

JANUARY 3, 2024

The sentiment is especially poignant when it comes to economic forecasting, as it's nearly impossible to get an accurate picture of the current state of the economy at any given moment. As a result, uncertainty about how the economy may unfold, even along the shortest time frames, is the default.

Economics 246

Economics Marketing Marketing Economy 246

Abnormal Returns

DECEMBER 21, 2022

wsj.com) Economy The indicators that show a recession is creeping ever closer. capitalspectator.com) Today's housing market is way different than 2008. (insidehook.com) Farmland Midwest farmland prices jumped 20% in the past year. wealthmanagement.com) Farmers also saw rising costs in 2022.

Financial Advising 225

Financial Advising Media Economy Portfolio 225

The Big Picture

JANUARY 3, 2023

Holding onto expectations of major shifts in key drivers of the markets and the economy – merely due to the changing of the calendar – is a carryover from the days when the calendar mattered much more. We can credit three elements for this massive outperformance: -Substantial prices resets: 57% in 2008-09 and 34% in 2020.

Economy 328

Economy Economics Portfolio Marketing 328

Trade Brains

JULY 6, 2022

Understanding How Does Stock Market Affect The Economy: The stock market and the economy are in a lot of talk in recent days. Seeing the market indexes declined by over 30% within a month, an obvious question among people is to understand how does the stock market affects the economy. How the Stock Market Affect the Economy?

Economy 98

Economy Marketing Marketing Economics 98

The Big Picture

JULY 27, 2022

This attests to the robustness of the labor economy, recession or not. The post- 2008-09 era saw wealth inequality, already substantial in the United States, explode. By any measure, we still have an enormous number of unfilled positions. It’s just off the peak, but still extremely high by any measure. I wrote a book about this).

Medicine 331

Medicine Numbers Food Insurance 331

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 Mortgage rates followed suit last week, increasing across the board, with the 30-year fixed rate jumping 24 basis points to 6.25

Economy 239

Economy Economics Marketing Marketing 239

The Big Picture

JANUARY 31, 2024

Bad things happen when the economy contracts. Music] I’m Barry Ritholtz, and on today’s edition of At The Money , we’re gonna discuss how to accurately identify– in advance, in real-time – when the economy is going into recession. Tell us what happens to the economy during a recession. Claudia Sahm : It varies.

Economy 298

Economy Economics Consulting Marketing 298

Trade Brains

SEPTEMBER 6, 2023

And now the world’s 2nd largest economy is experiencing a fall after the covid lockdown recovery. And this is not the first time China’s economy has run into trouble. Remember the 2008 global financial crisis and the 2015 capital outflow scare? The post What’s Wrong with China’s Economy?

Economy 72

Economy Manufacturing Economics Investing 72

Carson Wealth

NOVEMBER 4, 2024

If the economy remains strong (as we expect), that would matter much more than just about anything else. The last time the S&P 500 fell more than 1% in November was in 2008, and it has been higher 11 of the past 12 years. on average, well above the 7.1% average seen in all years. It is actually higher for non-managerial employees.)

Marketing 95

Marketing Marketing Economy Numbers 95

Validea

MARCH 3, 2025

The “Big or Small” Framework Learn the powerful yet simple framework Elliott used at Bridgewater to tackle complex problems, including how he assessed the 2008 housing crisis with the straightforward question: “This housing problem, big or small?”

Economics 52

Economics Portfolio Economy Marketing 52

Zoe Financial

JANUARY 28, 2025

If you got unlucky in 2008 trying to time the market and you were down 39%, it is very difficult emotionally speaking to reverse course and try to time the market by buying. Economies and markets fluctuate. For instance, since 1950 the S&P 500 has seen calendar year returns vary from 47% up to 39% down.

Marketing 98

Marketing Marketing Financial Advisor Taxes 98

Trade Brains

DECEMBER 28, 2023

However, there are many other lesser-known indicators that can actually provide valuable insights and are helpful for the economy. Back in the autumn of 2001, he noticed that when the US economy was struggling due to the recession, lipstick sales were actually going up instead of down. Keep reading to find out what they are!

Economy 64

Economy Economics Sales Government 64

Abnormal Returns

SEPTEMBER 7, 2022

ft.com) Economy Some good economic news is currently bad news for the market (tker.co) The 2022 housing market is light years apart from 2008. (theinformation.com) The new Apple ($AAPL) Watch Ultra is a beast. theverge.com) Microsoft ($MSFT) is an investor in CloudKitchens.

Recruitment 130

Recruitment Financial Advising Media Economy 130

The Big Picture

MARCH 13, 2024

If the Fed starts cutting rates, like it did in 2020, or like it did in 2008, or like it did even in 2001, and it’s a panic. “ Oh my god, the economy’s falling apart, people are losing their jobs, we’ve got to start to stimulate the economy, we have to stop a recession.”

Numbers 288

Numbers Insurance Economy Marketing 288

Carson Wealth

MARCH 3, 2025

Good Riddance, February The second half of February was rough, as worries over the economy, tariffs, and large cap tech weakness dominated the conversation. We continue to think the bull market is alive and well and the economy is on solid footing, but that doesnt mean we wont have scary headlines or worries. Heres the thing.

Marketing 70

Marketing Marketing Government Economy 70

Calculated Risk

DECEMBER 20, 2023

As an example, when the pandemic hit, I switched from being mostly positive on the economy to calling a recession in early March 2020. And that means prices probably won’t decline sharply like in 2008 when prices fell about 12% according to the Case-Shiller National Index. Or will the economy lose jobs? "My range in 2023.

Economics 189

Economics Sales Economy Food 189

Abnormal Returns

SEPTEMBER 1, 2022

readthegeneralist.com) Economy Jobless claims have stopped going up. bonddad.blogspot.com) Why the current housing market is nothing like 2008. (huddleup.substack.com) Chelsea's new owners are spending freely on talent. ft.com) Barcelona FC is under real financial pressure. pragcap.com) Housing are still selling quickly.

Assets 130

Assets Financial Advising Media Economy 130

Advisor Perspectives

JUNE 21, 2023

The explosive growth of the gig economy is one of the most important labor-market trends to emerge since the 2008 financial crisis. Companies offering ride-sharing, do-it-yourself property rentals and a host of other services have upended traditional sectors.

Economy 52

Economy Marketing Marketing 52

Abnormal Returns

DECEMBER 19, 2022

(calculatedriskblog.com) There is a big difference between today's housing market and that of 2008. papers.ssrn.com) Economy Ben Carlson, "The Fed sounds serious about hitting its 2% target but it’s likely not going to happen overnight." wsj.com) Older Americans are increasingly at-risk of homelessness.

Financial Advising 130

Financial Advising Retail Media Accounting 130

Abnormal Returns

SEPTEMBER 22, 2022

axios.com) Mortgage rates are at their highest level since October 2008. finance.yahoo.com) Economy Auto loan delinquencies are on the rise. (citywireusa.com) Women are still not making much headway in the asset management business. ft.com) Mortgages Mortgage lenders are laying off workers in the face of falling volume.

Financial Advising 130

Financial Advising Media Valuation Assets 130

The Big Picture

SEPTEMBER 6, 2023

Rest of World ) • The incredible American consumer : The biggest driver of the surprisingly resilient US economy has been the ability and willingness of Americans to shrug off the bad vibes and buy “everything that isn’t nailed down”, as Chris Rupkey puts it. Now it’s coming for the world. in the first three months of 2023 to 1.7%

Strategic Planning 130

Strategic Planning Medicine Economy Consulting 130

Abnormal Returns

MARCH 16, 2023

axios.com) Finance Why 2023 is not a replay of 2008-09. nytimes.com) Economy Still no sign of a turn in weekly initial unemployment claims. (investmenttalk.substack.com) Google Cloud is shifting its customer focus. theinformation.com) Office vacancies rates are not improving. ritholtz.com) Credit Suisse is not Silicon Valley Bank.

Government 130

Government Media Financial Advising Banking 130

MarketWatch

APRIL 4, 2023

economy could be about to tip into a recession, following Tuesday’s data which revealed the red-hot labor market is finally loosening up. That occurred as the 2-year Treasury yield experienced its biggest-monthly plunge since January 2008, and the 10-year BX:TMUBMUSD10Y had its largest monthly drop since March 2020. in New York. “It

Economy 76

Economy Marketing Marketing Banking 76

Discipline Funds

MAY 23, 2023

Add in the well documented inventory issues and you have a macro landscape that is very different from 2008. On the other hand, while this might not be 2008 it’s hard to see a continued housing boom given the low demand due to unusually high mortgage rates. It’s not a matter of if in my view, but when.

Economy 105

Economy Banking Sales Marketing 105

Validea

OCTOBER 13, 2023

Yields that skyrocket too fast and too high could possibly send the economy into a recession. Most did not anticipate the bond reversal, which comes after years of stability built by the Fed in the wake of the 2008 financial crisis, even after the Fed poured enormous amounts of money into the company during the pandemic.

Banking 105

Banking Government Economy Management 105

The Big Picture

APRIL 4, 2024

Jim Bianco : Coming out of the financial crisis in 2008. One of the reasons that the Fed wanted to put rates at zero and push all that money in the risk markets was the psyche coming out of 2008 was people were afraid. And without that, you know, investment in the economy, we weren’t going to get the economy forward.

Portfolio 162

Portfolio Management Assets Banking 162

Discipline Funds

JUNE 6, 2023

On one side you have optimists who have been saying that the US economy remains robust and on the other side you have pessimists who are worried about recession and a potential 2008 scenario. In our view we’re still in the “muddle through” camp as it pertains to the economy.

Economy 105

Economy Asset Allocation Valuation Communication 105

Brown Advisory

JUNE 23, 2016

NOW 2016 | Energy, Money and the New World Economy achen Thu, 06/23/2016 - 10:27 The benefits to the U.S. economy since 2008. economy since 2008. oil output nearly doubled from 2008 until 2015, and production now exceeds that of every member of OPEC except Saudi Arabia. Moreover, U.S.

Economy 52

Economy Communication Clients Taxes 52

Brown Advisory

JUNE 23, 2016

NOW 2016 | Energy, Money and the New World Economy. economy since 2008. economy since 2008. oil output nearly doubled from 2008 until 2015, and production now exceeds that of every member of OPEC except Saudi Arabia. Oil prices peaked at $147 per barrel in the summer of 2008. Thu, 06/23/2016 - 10:27.

Economy 52

Economy Communication Clients Taxes 52

The Big Picture

OCTOBER 27, 2023

Since the Great Financial Crisis in 2008-09, the income portion of portfolios has been almost an afterthought. Your checking and savings accounts earned less than 30bps; so too did the cash sitting in your brokerage account. Equities did well, averaging ~14% during the 2010s, but Bonds, not so much.

Portfolio 147

Portfolio Government Wealth Management Clients 147

Integrity Financial Planning

DECEMBER 13, 2022

The 2022 economy has broken multiple records, first, with the highest inflation rate in 40 years, and now, the highest federal reserve interest rates since 2008. [1] The future of the economy in relation to inflation and interest rates is unknown. 1] [link]. [2] 2] [link]. [3] 3] [link]. [4] 4] [link]. [5] 5] [link]. [6]

Financial Planning 97

Financial Planning Accounting Economy Retirement 97