Trade Brains

OCTOBER 28, 2024

Formed in 2009, BRICS aims to enhance cooperation among its members in various sectors, including trade, investment, and development. This alliance has the potential to challenge established power structures, particularly in global economic governance. This development may attract foreign investments, further driving economic growth.

Economics 111

Economics Economy Government Investments 111

The Big Picture

JANUARY 3, 2023

What does this rock traversing through the vast emptiness of space have to do with economic expansion, corporate revenues & profits, inflation, or interest rates? Monetary stimulus (ZIRP/QE) from 2009-2021. It takes the Earth 365 days, 6 hours, 9 minutes, and 9.76 Our planet has done this about 4.54 billion times.

Economy 328

Economy Economics Portfolio Marketing 328

The Big Picture

OCTOBER 1, 2022

” The blog, which he launched in 2009, spawned a bestselling book, now available in 17 languages, as well as a podcast. All of our earlier podcasts on your favorite pod hosts can be found here ; all of our prior discussions of psychology and behavioral economics can be found here.

Economics 303

Economics Marketing Marketing 303

Nationwide Financial

JUNE 5, 2023

Just three years ago, business owners were reeling from the swift and significant economic impact of the pandemic. As a financial professional, you can be a reassuring voice – and potentially aid in helping them address the impacts of economic volatility – as we brace for turmoil ahead. have been mild to moderate.

Economics 52

Economics Risk Management Clients Planning 52

The Irrelevant Investor

OCTOBER 25, 2022

Today we learned that home prices had their largest drop since 2009. In fact, a lot of the economic data will likely worsen. He said: “The US economic downturn gathere. This is just a small preview of what I believe we’ll see in the coming months as the market adjusts to 7% mortgages.

Economics 130

Economics Marketing Marketing 130

Nationwide Financial

JANUARY 9, 2023

It is the first non-Covid contractionary reading since 2009. The NFIB small business survey provides a variety of readings on key economic activities beyond the headline optimism index, which consensus expects to remain little changed at around 91.5 The ISM services index fell sharply and is now in contraction. in December.

Economics 52

Economics Manufacturing Food Marketing 52

The Big Picture

OCTOBER 7, 2022

2020s : Remained on emergency footing post Covid, despite broad evidence of economic recovery. Who is to Blame, 1-25 (June 29, 2009). _. 2000s : Kept rates too low for too long following 9/11 and dotcom implosion – FOMC Rate did not get over 1% until 2004. Following those March 2020 rate cuts, the Fed stayed at Zero until March 2022.

Banking 336

Banking Economics Portfolio Assets 336

Mish Talk

NOVEMBER 25, 2022

The overall fall in activity was the second-fastest since May 2020 as inflation, rising borrowing costs and economic uncertainty weighed on demand. With the exception of the early stages of the pandemic, the decrease in total new sales was the sharpest since 2009.

Economy 290

Economy Manufacturing Numbers Sales 290

The Big Picture

AUGUST 4, 2022

Consider the Yardeni chart (top) showing earning surprises: Despite a variety of economic and geopolitical negatives, earnings have been holding up relatively well. It appears investors are relying on earnings to stay robust even if the economy suffers a short, shallow recession. Revenues , too).

Economics 264

Economics Economy Marketing Marketing 264

The Big Picture

MARCH 4, 2023

in financial economics from London Business School. Be sure to check out our Masters in Business next week with Rich Bernstein of Richard Bernstein Advisors (RBA), which was founded in 2009 and is running $14.6B She earned her Ph.D. All of our earlier podcasts on your favorite pod hosts can be found here.

Assets 182

Assets Management Media Investments 182

The Big Picture

SEPTEMBER 21, 2022

I hope to address this in greater detail in the coming weeks… Previously : How Overrated is Sentiment in Economics? November 22, 2009). Regardless, this is an area of research ripe for further exploration. Black Friday #Fails. Source : Inflation Expectations Continue Decline at the Short-, Medium-, and Long-Term Horizons.

Risk Tolerance 334

Risk Tolerance Budgeting Numbers Banking 334

Calculated Risk

JANUARY 10, 2024

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2024. Here are the Ten Economic Questions for 2024 and a few predictions: • Question #2 for 2024: How much will job growth slow in 2024? I'm adding some thoughts, and maybe some predictions for each question. million jobs in 2023. million to 1.5

Economy 119

Economy Manufacturing Economics Sales 119

Fortune Financial

OCTOBER 14, 2024

Here below are a few simple diversification strategies that I think enhance a portfolio’s resilience through market and economic turbulence: I. Beware Factor Concentration You don’t have to be a stock picker to find yourself overweighted a given factor; the current stock market structure in the U.S.

Asset Allocation 131

Asset Allocation Government Financial Advisor Portfolio 131

The Big Picture

AUGUST 15, 2022

The S&P 500 topped out in early October 2007 and bottomed in March 2009. Economic Innovation Group ). • Like many things in the market, there aren’t any hard and fast rules for this kind of thing, especially in real-time. Let’s look at the 2008 scenario as an example. How Remote Work is Shifting Population Growth Across the U.S.

Communication 298

Communication Startup Management Economics 298

Calculated Risk

SEPTEMBER 5, 2023

Note that the big dips in sales are related to economic recessions (early '80s, early '90s, the Great Recession of 2007 through mid-2009 and the pandemic in 2020). Back in 1976, most light vehicles were passenger cars - however passenger car sales have trended down over time.

Sales 80

Sales Economics 80

Calculated Risk

MARCH 7, 2023

Owners and developers tend to put projects into planning until well after economic conditions weaken. During the Great Recession, for example, the DMI did not substantially decline until 2009. Martin notes, commercial construction is a lagging economic indicator.

Healthcare 110

Healthcare Economics Planning Education 110

Calculated Risk

MAY 21, 2023

Note that the big dips in sales are related to economic recessions (early '80s, early '90s, the Great Recession of 2007 through mid-2009 and the pandemic in 2020). Back in 1976, most light vehicles were passenger cars - however passenger car sales have trended down over time.

Sales 81

Sales Economics 81

Calculated Risk

JANUARY 10, 2024

Earlier I posted some questions on my blog for this year: Ten Economic Questions for 2024. 1) Economic growth: Economic growth was probably close to 2.6% The "Art of the Soft Landing" requires that the Fed reduce rates quick enough to keep economic growth positive, and slow enough not to reignite inflation. 2009 -2.6%

Economy 80

Economy Sales Economics Investments 80

Fortune Financial

DECEMBER 20, 2023

From 1998 through 2022, revenues for the domestic pest control industry have grown at around 6%, a rate roughly 50% higher than nominal GDP over the same period: What’s more, the industry has proven resilient, showing year-over-year growth despite such economic headwinds as the 2007-2009 global financial crisis, the COVID19 pandemic, and so on: (..)

Financial Advisor 59

Financial Advisor Clients Economics 59

Walkner Condon Financial Advisors

JANUARY 26, 2024

Ever since the market crash of 2008-2009, economists and pundits alike have used the phrase “new normal” to describe everything from stock market conditions to inflation to the employment market and everything in between. As we are now a decade and a half removed from that economic meltdown, I feel that a bit of reflection is in order.

Marketing 74

Marketing Marketing Financial Advisor Economics 74

Calculated Risk

JANUARY 13, 2023

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2023. 1) Economic growth: Economic growth was probably close to 1% in 2022 as the economy slowed following the economic rebound in 2021. Prior to the pandemic, economic activity was mostly in the 2% range since 2010. 2009 -2.6%

Economy 111

Economy Sales Economics Investing 111

Calculated Risk

JANUARY 11, 2023

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2023. Forecasting the unemployment rate includes forecasts for economic and payroll growth, and also for changes in the participation rate (previous question). 2009 64.6% -1.2 2009 64.6% -1.2 2009 64.6% -1.2 in December, down 0.4

Economics 96

Economics Sales Investments Investing 96

Carson Wealth

APRIL 1, 2024

The Conference Board’s widely followed Leading Economic Index finally had its first monthly gain after 23 consecutive months of declines. Throughout the current rally, we have deferred to our proprietary leading economic index, created by our Chief Macro Strategist Sonu Varghese, whose Ph.D. While our U.S.

Marketing 97

Marketing Marketing Economy Economics 97

Mish Talk

DECEMBER 5, 2022

Please consider the November 2022 Services ISM ® Report On Business ® Economic activity in the services sector grew in November for the 30th month in a row — with the Services PMI ® registering 56.5 The rate of contraction was the fastest since August and among the sharpest on record (since October 2009). percent, 2.4

Economy 190

Economy Manufacturing Economics Healthcare 190

Calculated Risk

JANUARY 9, 2024

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2024. Forecasting the unemployment rate includes forecasts for economic and payroll growth, and also for changes in the participation rate (previous question). 2009 64.6% -1.2 2009 64.6% -1.2 2009 64.6% -1.2 in November 2022.

Economics 69

Economics Sales Investments Investing 69

Calculated Risk

MAY 1, 2023

April 2023 Manufacturing ISM® Report On Business® Economic activity in the manufacturing sector contracted in April for the sixth consecutive month following a 28-month period of growth, say the nation's supply executives in the latest Manufacturing ISM® Report On Business®. The employment index was at 50.2%, up from 46.9% percent , up 3.3

Manufacturing 100

Manufacturing Economy Economics Management 100

Nationwide Financial

MARCH 27, 2023

In the 31-year history of the KBW Bank Index, the 30% decline in March was only exceeded by a 35% loss in January 2009 in the later stages of the global financial crisis. Lost in the focus on global banking issues were some encouraging economic data. at the best level in nearly a year. from a year ago.

Banking 98

Banking Marketing Marketing Economics 98

Nationwide Financial

APRIL 25, 2023

According to the BofA Global Fund Manager Survey, bond allocations are the most overweight, and equity allocations are the most underweight since March 2009. We’ve seen a rally from these companies this year, but their earnings reports will show if these strong gains will continue in the current economic environment.

Marketing 52

Marketing Marketing Economics Sales 52

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.

Clients 98

Clients Economy Economics Investments 98

Calculated Risk

JANUARY 12, 2023

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2023. Here are the Ten Economic Questions for 2023 and a few predictions: • Question #2 for 2023: How much will job growth slow in 2023? I'm adding some thoughts, and maybe some predictions for each question. 2) Employment: The economy added 4.5

Economy 94

Economy Economics Sales Numbers 94

Validea

SEPTEMBER 16, 2022

Carstens, the head of the Bank for International Settlements, spoke about the volatility in the market and his belief that it’s not a fluke; rather the entire global economy is in the process of transformation that will force much rethinking of economic policy. And investors should expect this volatility to persist.

Government 64

Government Banking Economics Economy 64

Mish Talk

NOVEMBER 10, 2022

The yield on the two-year Treasury note fell to 4.32% from 4.63%, the biggest one-day decline since 2008 The 10-year yield fell to 3.83% from 4.15%, the biggest one-day drop since 2009. US Dollar Index. The US dollar index fell which in isolation is good for stocks and gold but bad for inflation because it makes imports more expensive.

Marketing 181

Marketing Marketing Food Numbers 181

Walkner Condon Financial Advisors

JULY 8, 2022

The most widely accepted definition of a recession is two consecutive quarters of negative economic growth, as measured by GDP. However, more recently, the description has expanded to include other economic criteria, including depth, diffusion, and duration. Recessions create an unpredictable economic environment. annualized.

Economics 59

Economics Financial Advisor Economy Portfolio 59

Calculated Risk

JUNE 1, 2023

May 2023 Manufacturing ISM® Report On Business® Economic activity in the manufacturing sector contracted in May for the seventh consecutive month following a 28-month period of growth, say the nation's supply executives in the latest Manufacturing ISM® Report On Business®. The employment index was at 51.4%, up from 50.2% percent , up 1.2

Manufacturing 66

Manufacturing Economy Economics Management 66

The Big Picture

JANUARY 8, 2024

in 2023, its best performance since 2009. 550bps increases in the Federal Funds rate from March 2022 through July 2023 – and its long and variable lags – continues to exert a drag on the economy, which could lead to further economic contraction. Same for the Nasdaq 100: It gained 14.3% in Q4, and a whopping 53.8% over 2022-23.

Economy 331

Economy Banking Marketing Marketing 331

Nationwide Financial

MARCH 22, 2023

It was only on March 7 when Federal Reserve Chair Jerome Powell suggested the possibility of bigger interest rate hikes if justified by the economic data. The central bank must balance its objective of controlling inflation while minimizing damage to economic growth and avoiding financial market instability.

Marketing 59

Marketing Marketing Banking Economics 59

Calculated Risk

APRIL 5, 2023

March 2023 Services ISM® Report On Business® Economic activity in the services sector expanded in March for the third consecutive month as the Services PMI® registered 51.2 In the last two months, the index has reflected the fastest supplier delivery performance since April 2009, when it registered 45.5 percent, 1.8

Management 101

Management Economy Economics 101