Carson Wealth

AUGUST 12, 2024

2010 had a European banking crisis. Taken together these numbers tell us that hiring has slowed but concerns about the economy have not led to a big pick-up in layoffs. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

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Marketing Marketing Numbers Economy 95

Carson Wealth

NOVEMBER 13, 2023

ECONOMY The economy saw blockbuster productivity growth in the third quarter. ECONOMY: PRODUCTIVITY GROWTH COULD BE A GAME CHANGER Lost in all the consternation over a weak payroll report this month was robust productivity data, which was released earlier. annual pace, which is faster than the 2010-2019 pace of 1.2%.

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Carson Wealth

MAY 13, 2024

While some cracks may be forming, the economy remains on firm footing. Our Leading Economic Indicators Still Point to a Strong Economy A couple of softer-than-expected economic report cards recently came in — first quarter GDP growth and the April payroll report — and suddenly, calls for an impending recession have resumed.

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Marketing Marketing Economy Economics 97

Carson Wealth

SEPTEMBER 11, 2023

Strong wage growth and lower inflation have helped the economy stay resilient. Why Has the Economy Stayed Resilient? A large part of the economy’s resilience has to do with a strong labor market that has surprised many economists and market-watchers. September can be a rough month for stocks, but it doesn’t have to be bad.

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Marketing Marketing Government Economy 93

Carson Wealth

MARCH 25, 2024

A Dovish Fed Signals Rate Cuts Amid a Strong Economy — That’s Bullish The Federal Reserve left rates unchanged at its March meeting, but the headline takeaway was that the median official continues to project three interest rate cuts in 2024, each worth 0.25%. That’s a big jump and acknowledgement that the economy is strong.

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Marketing Marketing Economy Manufacturing 97

Carson Wealth

SEPTEMBER 30, 2024

The economy continues to surprise to the upside, as we will discuss more below. With earnings hitting new highs and the economy continuing to expand, it’s no wonder stocks have hit 42 new all-time highs in 2024. The economy grew at an annualized pace of 2.4% The reason for the rally? But let’s not lose sight of the big picture.

Marketing 96

Marketing Marketing Manufacturing Economics 96

Carson Wealth

DECEMBER 18, 2023

He once again emphasized that the risk of not doing enough to curb inflation was now balanced with the risk of holding rates too high for too long (and potentially breaking the economy in the process). Lower interest rates can have significant positive effects on the economy, including on mortgage rates.

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Marketing Marketing Economy Investing 96

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.

Marketing 97

Marketing Marketing Economy Portfolio 97

Carson Wealth

JUNE 5, 2023

Instead, the economy is showing resilience. The economy created 339,000 jobs in May, beating expectations for the 14th consecutive month. However, in the second half of the year, we expect investors to realize the economy is not headed for a recession (more on that below), which should help broaden the bull market. million jobs.

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Economy Numbers Compliance Banking 52

Carson Wealth

MAY 22, 2023

As we explain more below, the economy is presenting many positive signs that suggest a recession is unlikely, and stocks likely are sniffing this out. Residential investment makes up under 5% of the economy , but it’s been a drag on economic growth for eight straight quarters. The housing market is showing signs of recovery.

Marketing 52

Marketing Marketing Economy Economics 52

Carson Wealth

JUNE 26, 2023

Housing is making a sharp turnaround, and that’s very positive for the economy. The economy continues to surprise to the upside, with housing a potential wildcard that few are discussing. Between 1980 and 2010, there were five recessions, and each was preceded by a huge decline in single-family housing starts. We think it can.

Marketing 52

Marketing Marketing Economy Numbers 52

Carson Wealth

MAY 1, 2023

Sure, more volatility and negative headlines could happen, but with overall market sentiment extremely bearish and the economy on firmer footing than most investors seem to think, we suggest using seasonal weakness as an opportunity to add to core positions. economy expanded by only 1.1% return since 1950. in the first quarter.

Marketing 52

Marketing Marketing Economy Numbers 52

Carson Wealth

AUGUST 28, 2023

Recent economic data from China show that the world’s second largest economy is in trouble. economy is likely to be minimal. In short, China’s economy is in trouble. Usually, the industrial side of the economy makes up for slow consumer spending, but not this time. per year between 2010 and 2019. In the U.S.,

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Marketing Marketing Economy Economics 52

The Big Picture

DECEMBER 6, 2022

Conviction, so we look at, you know, whether or not a specific theme is something that we have a high degree of conviction that will be a trend, that will definitely have an impact in the economy over the next two or three decades. I mean, I always say it depends on the economies or the scale of the business that you are considering.

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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 Portfolio Management Compliance 52

The Big Picture

SEPTEMBER 19, 2022

And from a public market, that sounds like it’s a compliance and conflict nightmare. And I believe we need to bring that type of model to many, many more parts of the economy and parts of activity. You guys approach it differently. WENGER: In our LPA, we can write checks up to $100,000.

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Valuation Investing Investments Engineering 305

The Big Picture

AUGUST 20, 2024

So any compliance people listening, I’m just spitballing here. There’s a continual, the economy continues to grow. 00:26:24 [Speaker Changed] Given that, what are the risks to the US economy and to the markets from too much passive investments flowing into equities. That’s Barry saying it. It goes so far.

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Assets Management Portfolio Taxes 173

The Big Picture

DECEMBER 14, 2022

Kathleen has been with Blackstone since 2010. RITHOLTZ: So I’m glad you mentioned that because before we get to 2010 when you moved to Blackstone, let’s talk about a tough environment. 2008 through 2010 was a particularly tough and very formative experience. That’s really an astonishing return. RITHOLTZ: Right.

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Assets Investing Investments Portfolio 162

The Big Picture

JUNE 27, 2023

The economy wasn’t as dependent on the equity markets as necessarily as it is today, as we saw post ’08. RITHOLTZ: Or the flash crash in 2010 and 2011. And the whole business aspect of raising money, compliance, I wish I had a better understanding of that because it’s just not your track record.

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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 I think that’s reflective of the economy. And what if the economy continues? It just depends on the outcome of the economy. They have yield.

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Math Marketing Marketing Engineering 147

Carson Wealth

APRIL 22, 2024

Geopolitical worries are high, but historically the impact of global events on stocks has been short-lived, especially if the economy is strong. While geopolitics is a near-term risk, three major themes for 2024 are worth watching: Data continues to support an overall positive outlook for the economy. That is above 3.5% We disagree.

Marketing 96

Marketing Marketing Economy Government 96

Carson Wealth

SEPTEMBER 3, 2024

economy, only to get past those worries almost as quickly and see stocks move right back to new highs (or near new highs). A Bullish Signal for the Economy Two things to think about today. Since the Great Financial Crisis (GFC) ended 15 years ago our economy has been in a recession only 1.1% of the time. of the time.

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Marketing Marketing Taxes Economy 142

Carson Wealth

JULY 22, 2024

We’ve seen improving production trends in several key areas of the economy, including high tech equipment, automobiles, and defense. Given we remain positive on the US economy, we think these overall earnings numbers could come in even better. This is a big deal for the economy as production came to a halt after the pandemic hit.

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