Carson Wealth

APRIL 29, 2024

in the first quarter, well above the 2010-2019 average pace of 2.4%. Here’s the Big Picture As noted above, economic growth remains strong when factoring in the most important parts of the economy: household consumption, investment, and even government spending. Think of it like core GDP. in the first quarter.

Marketing 96

Marketing Marketing Economy Government 96

Carson Wealth

SEPTEMBER 30, 2024

The Bearish Narratives Look Even Worse Now We just got a slew of economic data revisions from the Bureau of Economic Analysis (BEA) and our first response was, Wow! There’s a reason why the S&P 500 has risen over 90% over this same period, and that was because economic activity drove profit growth. Guess What?

Marketing 95

Marketing Marketing Manufacturing Economics 95

Carson Wealth

JUNE 10, 2024

The Bureau of Labor Statistics (BLS) actually measures this, via a metric called “part-time employment for economic reasons.” The 6% aggregate income growth we’re experiencing provides a good first estimate of nominal GDP growth, and that’s above the 2010-2019 trend of about 4%.

Marketing 142

Marketing Marketing Economy Numbers 142

Carson Wealth

JANUARY 8, 2024

In fact, the average annual number of jobs gained from 2010-2019 was 2.2 In fact, monthly job creation averaged 163,000 in 2019, which was a year of solid economic growth. The economic numbers continue to suggest there will be no recession in 2024, with a very reasonable margin of error. While that is lower than the 4.8

Marketing 96

Marketing Marketing Economy Numbers 96

Carson Wealth

NOVEMBER 13, 2023

annual pace, which is faster than the 2010-2019 pace of 1.2%. Economic output regained its pre-pandemic level by the first quarter of 2021, with 8 million fewer workers, which translated to higher productivity per worker. It’s also 40% above the 2010-2019 average and 4% above the 2005-2007 average.

Marketing 96

Marketing Marketing Economy Startup 96

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. 3% in 2023 after adjusting for inflation, which would be above the 2010-2019 trend.

Marketing 95

Marketing Marketing Economy Investments 95

Carson Wealth

MARCH 25, 2024

Going into this meeting, a big question was whether Fed members would lower that projection to just two cuts in their summary of economic projections (the dot plot). Fed officials upgraded their economic growth projections for 2024 from 1.4% to 2.1% (real GDP growth). That’s a big jump and acknowledgement that the economy is strong.

Marketing 96

Marketing Marketing Economy Manufacturing 96

Carson Wealth

MAY 22, 2023

Economic data continues to come in strong, including for retail sales and vehicle production. Housing starts and permits data are turning around as builders become more confident about the economic outlook. Housing may no longer be a drag on economic growth the rest of this year. The housing market is showing signs of recovery.

Marketing 52

Marketing Marketing Economy Economics 52

The Big Picture

SEPTEMBER 19, 2022

You graduate Harvard in 1990, with an Economics and Computer Science degree, perfect for the explosion of the Internet; a PhD from MIT and Information Technology in ‘96. And from a public market, that sounds like it’s a compliance and conflict nightmare. And I’ve been investing in a lot of computer companies over the years.

Valuation 305

Valuation Investments Investing Engineering 305

Carson Wealth

AUGUST 28, 2023

Credit markets continue to show very few signs of economic stress. Recent economic data from China show that the world’s second largest economy is in trouble. Much of China’s economic growth is driven by real estate investment, which has pulled back significantly. per year between 2010 and 2019. What’s Happening in China?

Marketing 52

Marketing Marketing Economy Economics 52

Carson Wealth

MAY 1, 2023

Equities closed out April in strong form amid better-than-expected earnings and resilient economic data. Don’t Be Fooled by Headline GDP The Bureau of Economic Analysis reported that the U.S. The good news is there is a measure of economic growth that excludes this volatility, which is shown in the last lines of the previous table.

Marketing 52

Marketing Marketing Economy Numbers 52

Carson Wealth

JUNE 5, 2023

Recent economic data do not point to a recession. During the last expansion, 2010-2019, average annual payroll growth was 2.2 Compliance Case # 01787581 The post Breakout Confirmed appeared first on Carson Wealth. The stock market rally continued as the S&P 500 closed above the critical 4,200 level. million per year.

Economy 52

Economy Numbers Compliance Banking 52

Carson Wealth

JANUARY 22, 2024

While our outlook is for a favorable economic backdrop for credit-sensitive bonds, we’ve grown somewhat more cautious because credit spreads are already tight and we see more upside for equities, including some pockets of attractive valuations. The average yield from 2010-2021 was just 2.34%. 16 was 4.65%.

Marketing 97

Marketing Marketing Economy Portfolio 97

Carson Wealth

JUNE 26, 2023

Between 1980 and 2010, there were five recessions, and each was preceded by a huge decline in single-family housing starts. It doesn’t appear we are late in the economic cycle nor on the precipice of a recession (within the next 4-6 months). Amid decreasing demand, builders reduced their involvement in new construction projects.

Marketing 52

Marketing Marketing Economy Numbers 52

Trade Brains

OCTOBER 4, 2024

Garuda Construction and Engineering IPO – About the Company Garuda Construction and Engineering Limited, founded in 2010, has its headquarters in Mumbai, Maharashtra, India. Regulatory impact: Vulnerable to changes in real estate regulations that could affect project viability and compliance costs. Let’s dive in!

Engineering 52

Engineering Management Portfolio Marketing 52

The Big Picture

AUGUST 20, 2024

So any compliance people listening, I’m just spitballing here. Things like leading economic indicators, et cetera, are all consistent with historical recessions. You didn’t even have Uber in 2010. That’s Barry saying it. That’s not Mike. And so the NBR looks at three separate components.

Assets 173

Assets Management Portfolio Marketing 173

The Big Picture

AUGUST 15, 2023

SEIDES: But market returns across — RITHOLTZ: The past decade, 2010 to 2020, we were what? Let me say what your compliance wouldn’t allow you to say. So I think that argument is very valid in those couple of years, 2009, 2010 probably, maybe 2011, which was a tough year for hedge funds. SEIDES: It’s lower.

Management 130

Management Investments Investing Government 130

The Big Picture

DECEMBER 14, 2022

Kathleen has been with Blackstone since 2010. MCCARTHY: I’d back up actually a little bit further in thinking about how did I get there, because I don’t think it was very obvious actually that I would come out of Yale with an ethics, politics and economics degree — RITHOLTZ: Perfect really, right?

Assets 162

Assets Investing Investments Portfolio 162

Sara Grillo

SEPTEMBER 26, 2022

Robert completed His Undergraduate Degree at The University of Utah in Economics and his Master of Science in Advanced Personal Financial Planning at Kansas State University. holds a degree in Economics from Williams College and has been a financial advisor since 1989. For advise on such matters, contact a legal or compliance advisor.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

JUNE 27, 2023

We’re going to wait, we’re going to see, and we want to be supportive of the markets and the economic system. RITHOLTZ: Or the flash crash in 2010 and 2011. So as I said earlier, we really thought that there could be some economic struggles following ’87. We don’t want to participate.

Math 147

Math Risk Management Marketing Marketing 147

Carson Wealth

FEBRUARY 24, 2025

As I pointed out above, households were in a big deleveraging cycle during the 2010-2019 period, as they looked to shore up balance sheets. This is probably the chart that best illustrates the post-Financial Crisis deleveraging cycle of 2010-2019. Thats up from 0.52% a year ago, and currently higher than pre-pandemic levels.

Marketing 81

Marketing Marketing Economy Planning 81

The Big Picture

JUNE 3, 2024

And the thing I remember is that the day we launched that total return fund at Double On, it was actually April 6th of, of 2010, Flash crash was May 10th, I think. And this was the amount of monetary growth, and this is what we call M two inside of, in, in the wonky economics world. Barry Ritholtz : Right around the Flash Crash.

Math 147

Math Marketing Marketing Engineering 147

Carson Wealth

APRIL 22, 2024

Economic Growth Remains Solid, As Does the Outlook While inflation data for Q1 was hot, albeit for idiosyncratic reasons, we also received the following: Strong employment data, with payroll growth accelerating from last year and layoffs low. For perspective, the 2010-2019 average pace was 2.4%. That is above 3.5% public and private.

Marketing 96

Marketing Marketing Economy Government 96

Carson Wealth

FEBRUARY 10, 2025

The tariff policy of the Trump administration should be viewed as an economic and market risk, with some potential negative impact on inflation, interest rates, the dollar (stronger), and the path of rate cuts. However, the deficit started to shrink after 2010, falling to about 0.5% But the late 2010s were an exception.

Marketing 62

Marketing Marketing Taxes Economy 62

Carson Wealth

SEPTEMBER 3, 2024

Campaigns always make a lot of promises during election season, but the populist rhetoric from both candidates is actually quite unusual, especially given where we are in the economic cycle. As you can see, prior to the 2010s, the primary balance was always in positive territory as economic expansions wore on.

Marketing 141

Marketing Marketing Taxes Economy 141

Carson Wealth

JULY 22, 2024

The ISM Purchasing Managers’ Index (PMI) — which is one of the most popular leading economic indicators amongst investors, economists, and financial publications — has been below 50 for 19 out of the last 20 months, indicating that the manufacturing sector is contracting.

Manufacturing 96

Manufacturing Marketing Marketing Economy 96