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

Calculated Risk

JANUARY 10, 2024

2) Employment: Through November 2023, the economy added 2.6 Or will the economy lose jobs? The bad news - for job growth - is that a combination of a slowing economy, demographics and a labor market near full employment suggests fewer jobs will be added in 2024. Or will the economy lose jobs? million jobs in 2023.

Economy 119

Economy Manufacturing Economics Sales 119

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 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

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

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

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

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

Calculated Risk

JANUARY 13, 2023

1) Economic growth: Economic growth was probably close to 1% in 2022 as the economy slowed following the economic rebound in 2021. How much will the economy grow in 2023? Defaulting on the debt with an already weak economy will likely push the economy into recession. 2008 0.1% -2.5% 2008 0.1% -2.5%

Economy 111

Economy Sales Economics Investing 111

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

Calculated Risk

JANUARY 12, 2023

2) Employment: The economy added 4.5 Or will the economy lose jobs? If the Fed drives the economy into recession (to cool inflation), then we could see job losses in 2023. Or will the economy lose jobs? I'm adding some thoughts, and maybe some predictions for each question. million jobs in 2022.

Economy 94

Economy Economics Sales Numbers 94

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

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

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

Calculated Risk

JANUARY 10, 2024

How much will the economy grow in 2024? A year ago, I argued that "the economy will avoid recession" in 2023, even though some key indicators suggested a possible recession, the FOMC was forecasting an employment recession, and many Wall Street analysts were forecasting an economic recession. 2008 0.1% -2.5% 2008 0.1% -2.5%

Economy 80

Economy Sales Economics Investing 80

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 Taxes 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 102

Economy Banking Sales Marketing 102

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 Economy 162

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

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

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 102

Economy Asset Allocation Valuation Communication 102

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

MarketWatch

JUNE 29, 2023

data showed the economy and labor market remaining strong despite the Federal Reserve’s series of rate hikes. New York time and on track for its highest closing level since mid-December of 2008, when it reached 2.036%, according to Tradeweb. The 5-year TIPS rate was 2.007% as of 10:30 a.m.

Economy 40

Economy Marketing Marketing 40

Discipline Funds

MARCH 1, 2023

But this chart is interesting because the discrepancy has a fundamental impact on the future of home prices and the economy. In fact, we’ve been vocal that this isn’t a repeat of 2008. People have to live somewhere. And they can either rent or buy. I don’t intend to sound alarmist.

Math 137

Math Numbers Sales Economy 137

Your Richest Life

MARCH 31, 2023

The top spot belongs to the 2008 Lehman Brothers collapse.) So, what does all of that mean for your money, and the economy? Two major banks, the Silicon Valley Bank and Signature Bank, closed within a couple days of each other, marking the second and third largest bank failures in U.S.

Banking 105

Banking Insurance Accounting Fee Only 105

Nationwide Financial

JANUARY 23, 2023

The strength of the global economy is a big question this week and next as industrials and technology companies gear up to report earnings. With greater exposure to international markets, their performance will be a good guidepost for how the global economy is doing compared to the U.S.

Marketing 105

Marketing Marketing Economics Economy 105

MarketWatch

MARCH 24, 2023

Treasury Secretary Janet Yellen will convene a meeting of the Financial Stability Oversight Council Friday.FSOC comprises the heads of the nation’s top financial regulators, and was created in the wake of the 2008 financial crisis to enable the government to coordinate efforts at combating systemic risks to the U.S.

Banking 72

Banking Government Economy Marketing 72

Carson Wealth

JULY 8, 2024

The economy added 206,000 jobs in June, ahead of expectations of 190,000. Fortunately, the doers drive the economy; the thinkers only report on it. The economy created 206,000 jobs last month, above expectations for a 190,000 increase. These down cycles can adversely impact the productive capacity of the economy in future years.

Marketing 97

Marketing Marketing Economy Numbers 97