Calculated Risk

MAY 29, 2023

Two examples: not reaching a fiscal agreement and going off the "fiscal cliff" probably would have led to a recession, and Congress refusing to "pay the bills" would have been a policy error that would have taken the economy into recession. See Pandemic Economics, Housing and Monetary Policy: Part I and Part II.

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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? Consider: From 2010 through 2021, The S&P500 Index gained 330% — a little over 13% annually (not including dividends). Alas, utterly nothing.

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Economy Economics Portfolio Marketing 328

Trade Brains

DECEMBER 28, 2023

Unusual Economic Indicators : You might have heard about indicators like the Big Mac Index (if you haven’t, you can read our previous article). However, there are many other lesser-known indicators that can actually provide valuable insights and are helpful for the economy. Most Unusual Economic Indicators 1. What is it?

Economy 64

Economy Economics Sales Government 64

Carson Wealth

MARCH 10, 2025

The worries are growing, from a potentially slowing economy, to a growing and more aggressive trade war, to worries over Washington policy. Then five years ago we shut down our economy during a once-a-century pandemic. Our basic conclusion was that while we did see an increase in economic risks, it did not change our baseline view.

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Nationwide Financial

FEBRUARY 27, 2023

Analysis: Acceleration in consumer inflation increases the odds of further Fed action Robust spending and income for January was in line with other strong economic data for the month, showing renewed economic vigor despite the Fed’s efforts to cool inflationary conditions. Personal consumption expenditures (PCE) climbed by 1.8

Economics 98

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Carson Wealth

OCTOBER 23, 2023

The economy has strong momentum, with growth accelerating since the first half of the year. Economic indicators across consumption, income, industry and the labor market don’t point to a recession. Through June 2023, the economy grew 2.4% after adjusting for inflation, matching the average annual pace between 2010 and 2019.

Marketing 143

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Carson Wealth

JANUARY 29, 2024

In 2022, positive economic data typically led to a sell-off in the stock market, and weak data often led to a rally. Strong economic growth and better data should be viewed positively, as it shows the economy isn’t falling into a recession. The economy ran above trend last year, despite high interest rates.

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Carson Wealth

MAY 13, 2024

Economic data remains supportive, according to the Carson Leading Economic Indicator, which is pointing to above-trend growth. While some cracks may be forming, the economy remains on firm footing. Admittedly, it can be hard to get a full picture of the economy as the data rolls in week after week. and 28 other countries.

Marketing 97

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Carson Wealth

JUNE 10, 2024

May job growth surprised to the upside with the economy adding a robust 272,000 jobs. How the consumer is tapped out, the economy is headed for a recession, only a few stocks are going up, and so on endlessly. The Bureau of Labor Statistics (BLS) actually measures this, via a metric called “part-time employment for economic reasons.”

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Marketing Marketing Economy Numbers 142

Carson Wealth

JULY 29, 2024

Q2 GDP Growth Confirms Economic Resilience The economy grew at an annualized pace of 2.8% It’s a very solid, but not spectacular, number, just in the top half of all quarters since 2010, but looking at it in the context of the rate environment shows just how resilient the economy has been. for almost a year now.

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Marketing Marketing Economy Transportation 96

Carson Wealth

JULY 24, 2023

economy has accelerated over the past year, defying calls of recession amid the Fed’s aggressive rate hikes. We just received a tremendous amount of data to round out the economic picture in the second quarter (Q2). In sum: Not only is there no recession, but the economy does not even appear to be headed for a “landing” at this point.

Marketing 98

Marketing Marketing Economy Retail 98

Carson Wealth

APRIL 29, 2024

The Headline GDP Number Masks a Strong Economy The economy grew 1.6% Excluding these categories provides a much clearer picture of actual spending and production in the economy, i.e., final demand after adjusting for inflation. in the first quarter, well above the 2010-2019 average pace of 2.4%. Think of it like core GDP.

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Investing Caffeine

DECEMBER 1, 2023

Economy Remains Healthy : As mentioned earlier, the constant barrage of recession calls over the last two years has been blatantly wrong. Source: Trading Economics Employment Strength Continues : The labor picture remains strong, as well. growth rate (see chart below).

Economy 91

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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. That’s because in the US, a recession is officially “dated” by the National Bureau of Economic Research (NBER).

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Discipline Funds

FEBRUARY 21, 2024

Macroeconomics is the study of aggregate economies or large components of the economy. It takes years and decades for economies to grow, contract, grow and grow. I spent most of the 2010’s writing articles debunking macroeconomic myths. Let me explain.

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Validea

MAY 5, 2023

And much like the investors and analysts who didn’t heed his warnings in 2008 or in the years since regarding the Dodd-Frank Act of 2010 and loose monetary policy, he doesn’t expect many to listen to him now. The post Paul Singer, Who Predicted The Economic Crises, On What’s Next appeared first on Validea's Guru Investor Blog.

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Nationwide Financial

JANUARY 23, 2023

Existing home sales fall again Existing home sales fell for an eleventh straight month in December to the slowest pace since 2010. economy should expand 3.2 The post Consumer activity slows to close 2022: Weekly Economic Review & Outlook appeared first on Nationwide Financial. What we’re watching this week: (pg.

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Economics Retail Sales Engineering 52

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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Marketing Marketing Economy Startup 96

Carson Wealth

JANUARY 8, 2024

A “Goldilocks” December jobs report highlights sustained momentum for the economy as it continues its path to normalization. Goldilocks Job Numbers as Economy Powers Ahead The December payroll report was strong on the surface, with 216,000 jobs created last month and the unemployment rate firm at 3.7%. History says to expect it.

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Marketing Marketing Economy Numbers 96

Carson Wealth

AUGUST 12, 2024

The late week rebound was supported by better economic data, including some good jobs-related numbers. But as the week progressed things calmed down and better economic data showed fears of a recession were once again overblown. 2010 had a European banking crisis. What a Week What a week! 1998 saw the Russian debt default.

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Marketing Marketing Numbers Economy 95

Fortune Financial

SEPTEMBER 19, 2023

per annum with growth every single year regardless of economic circumstances. Economically speaking, lavish pet expenditures were once viewed as a luxury, but as incomes have grown, consumers have been more willing to pay up for everything from premium dog foods to extensive life-extending therapies for their pets. members to ~2.5

Food 95

Food Budgeting Financial Advisor Economics 95

Discipline Funds

JULY 18, 2023

This 2010 NBER paper found that the yield curve i s not as predictive as you might think if you only looked at US data. But the curve typically inverts when there’s a problem in the economy and the Fed views current inflation as being too high. After all, it has a nearly flawless track record predicting recessions in the USA.

Economy 98

Economy Marketing Marketing Banking 98

Nationwide Financial

JUNE 13, 2023

Coming off the blowout jobs report and the debt ceiling agreement, last week was a slower week for economic data. Given the Fed’s guidance, we expect them to hold rates unchanged on Wednesday, but retain a hawkish bias which opens the door to a July rate hike if economic activity and namely inflation do not cool sufficiently.

Economics 52

Economics Manufacturing Retail Sales 52

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%. Fed officials upgraded their economic growth projections for 2024 from 1.4%

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Marketing Marketing Economy Manufacturing 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. Lower interest rates can have significant positive effects on the economy, including on mortgage rates.

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Walkner Condon Financial Advisors

JANUARY 26, 2024

As we are now a decade and a half removed from that economic meltdown, I feel that a bit of reflection is in order. Did that period of time, albeit historic in many ways, usher in an actual “new normal” or was it simply an atypical period within an otherwise normal 50-year economic period.

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The Irrelevant Investor

AUGUST 10, 2016

Today I want to revisit what was potentially the most disruptive distraction to one's financial well-being since that time; the double-dip recession scares that first arrived in 2010, and then revisited investors in 2011. Double-Dip first came to the scene in 2010 when the S&P 500 fell 17%. But at this point that's a detail.

Economics 52

Economics Economy Marketing Marketing 52

The Irrelevant Investor

OCTOBER 24, 2019

This makes sense as the economy has matured. The United States is home to one of the most dynamic economies the world has ever seen. Can you use economic data to time the stock market? Like most economic data, the unemployment rate is a lagging indicator. They didn't declare it over until September, 2010.

Economy 52

Economy Economics Portfolio Manufacturing 52

Trade Brains

SEPTEMBER 12, 2023

Let’s look back in time and see how Nifty got to where it is today, from when it started in 1996 to reach 20,000 points, and how it dealt with different economic challenges: 1996 – Birth of Nifty50 The Nifty 50 index was launched on April 22, 1996, at 1,107 points, with a base value of 1,000 counted from November 3, 1995.

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Numbers Economy Economics Government 59

Truemind Capital

JANUARY 24, 2024

Returns on investments (equity/debt/gold) are influenced by various factors – economic growth, inflation, interest rates, and prices at which you invest. Nominal GDP growth (real economic growth + inflation) is highly correlated with the aggregate revenue & profitability growth of all the businesses in India over the long term.

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Investing Investments Economy Economics 52

The Big Picture

SEPTEMBER 12, 2022

And so, coming out of school, I studied Economics and Spanish Literature, and I applied to a — a program that actually targeted Liberal Arts majors. BITTERLY MICHELL: … obviously, the United States, the global economy. It was at Bank One, at the time. Like lives are completely changed across …. RITHOLTZ: Right. risk matters.

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Investing Caffeine

MAY 2, 2022

Although I have noted some of the key headwinds the economy faces above, it is worth noting that current corporate profits remain at/near all-time record highs (see chart below) and the 3.6% As Albert Einstein stated, “In the middle of every difficulty lies an opportunity.”.

Electronics 59

Electronics Economy CFP Investing 59

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. economy is likely to be minimal. In the U.S.,

Marketing 52

Marketing Marketing Economy Economics 52

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.

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Trade Brains

DECEMBER 23, 2022

Economic activities are no longer limited to daylight. It was set up in Mundra in December 2010. “Clean, cheap and abundant power is one the basic ingredients for the economic progress of a city, state or country.” Once the economy opened up, the demand for electricity surged. Industry Overview.

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Distribution Economics Portfolio Management 105

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. Economic data continues to come in strong, including for retail sales and vehicle production. Housing may no longer be a drag on economic growth the rest of this year.

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Marketing Marketing Economy Economics 52

The Big Picture

AUGUST 8, 2022

ANAT ADMATI, PROFESSOR OF FIANCE AND ECONOMICS, STANFORD GRADUATE SCHOOL OF BUSINESS: So, my journey starts where I took a lot of math. ADMATI: And I had never taken an economics course before that. But when I got to Yale, my advisor said, why don’t u take microeconomics and take mathematical economics and take some economics.

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