Carson Wealth

OCTOBER 23, 2023

Economic indicators across consumption, income, industry and the labor market don’t point to a recession. Let’s Call It Like It Is: The Economy Is Strong, and There’s No Recession on the Horizon A year ago, a Bloomberg Economics model projected a recession within the next 12 months with 100% probability. in the third quarter.

Marketing 143

Marketing Marketing Economy Retail 143

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.

Marketing 97

Marketing Marketing Economy Transportation 97

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!

Marketing 95

Marketing Marketing Numbers Economy 95

Carson Wealth

APRIL 29, 2024

While the GDP number for the first quarter disappointed, strength was evident beneath the surface. The weakest numbers were in areas that are volatile and tend to reverse, such as inventories and net exports. The core numbers were solid again and didn’t change our basic outlook for the rest of the year. in the first quarter.

Marketing 97

Marketing Marketing Economy Government 97

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

JUNE 10, 2024

We didn’t even see significant revisions to March and April payroll numbers, and the 3-month average now sits at 249,000. The payroll number comes from the “establishment survey,” which is a survey of about 119,000 businesses and government agencies (about 629,000 worksites). Well, the May payroll report upended that narrative.

Marketing 143

Marketing Marketing Economy Numbers 143

Fortune Financial

SEPTEMBER 19, 2023

While these exciting new developments garner a lot of attention, there are a number of other secular growth stories that, for investors, are equally worthy of attention. per annum with growth every single year regardless of economic circumstances.

Food 95

Food Budgeting Financial Advisor Economics 95

Carson Wealth

MAY 13, 2024

Economic data remains supportive, according to the Carson Leading Economic Indicator, which is pointing to above-trend growth. The “soft” GDP number hid underlying strength, as most of the weakness was in the numbers that tend not to persist, and the payroll report was quite positive even if it missed expectations.

Marketing 97

Marketing Marketing Economy Economics 97

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. That’s well above the 2010-2019 average of 2.4% And that is what is happening now.

Marketing 97

Marketing Marketing Economy Government 97

Carson Wealth

JANUARY 8, 2024

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%. In fact, the average annual number of jobs gained from 2010-2019 was 2.2 Another 20% gain is possible, however, as it has happened before four times.

Marketing 96

Marketing Marketing Economy Numbers 96

Investing Caffeine

DECEMBER 1, 2023

Source: Trading Economics Employment Strength Continues : The labor picture remains strong, as well. remains near record lows, the number of employed persons paints a similarly strong picture. As you can see, employment was on a tear pre-COVID, adding about 20 million jobs from 2010 to 2020. growth rate (see chart below).

Economy 91

Economy CFP Economics Investments 91

Trade Brains

SEPTEMBER 12, 2023

Nifty 50 first hit 10,000 on July 26, 2017, and it took more than 21 years to double that number. For many people, 20,000 is not just a number; but happiness for many. The Ripple effect saw the market fall a number of times in 2008. Investors saw Modi as a leader who would drive economic reforms aggressively.

Numbers 59

Numbers Economy Economics Government 59

Carson Wealth

NOVEMBER 13, 2023

The third quarter’s blockbuster productivity data follows a hot number from the prior quarter, when productivity rose 3.5% (annualized). annual pace, which is faster than the 2010-2019 pace of 1.2%. Fed members have watched inflation fall over the past year even as real economic growth has accelerated and unemployment has stayed low.

Marketing 96

Marketing Marketing Economy Startup 96

The Big Picture

AUGUST 16, 2022

And if you’re able to do that in a diverse number of markets and asset classes, while managing risk in the markets that aren’t trending, you know, that’s in general how trend following works. How do you contextualize the economic data and the broad stamp recession when you’re thinking about managing risk?

Management 305

Management Assets Risk Management Marketing 305

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. I wasn’t that typical person that did a number of, you know, internships during the summer, had that …. It was at Bank One, at the time. BITTERLY MICHELL: … was — no, no.

Clients 299

Clients Wealth Management Banking Investing 299

The Better Letter

MARCH 27, 2025

If there’s one thing we know about economics (and it applies much more broadly, of course), it’s that incentives work. miles per hour over the last 20 years, and the number of pitches over 100 miles per hour increased from 214 in 2008 to more than 3,300 in 2024. Larry Vanover was the worst, at 92.1 miles per hour to 94.3

Accounting 60

Accounting Food Retirement Electronics 60

Fortune Financial

SEPTEMBER 19, 2023

While these exciting new developments garner a lot of attention, there are a number of other secular growth stories that, for investors, are equally worthy of attention. per annum with growth every single year regardless of economic circumstances.

Food 52

Food Budgeting Financial Advisor Economics 52

The Big Picture

FEBRUARY 12, 2024

And since that happened, I don’t know, about four or five years ago, the fund has been putting up great numbers, outperforming doing really, really well. And at that point, I decided what I really wanted to do was be a PhD in economics. And we held it for, I don’t know, for a number of years.

Management 294

Management Investments Investing Economy 294

Carson Wealth

MARCH 25, 2024

If tech is removed from the equation, those numbers are estimated to drop approximately three points, putting stocks right in line with historical averages. One reason many claim the stock market is in a bubble is 2023 earnings were barely positive while stocks soared, implying it was all multiple expansion. to 2.1% (real GDP growth).

Marketing 97

Marketing Marketing Economy Manufacturing 97

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. Here’s how the various components contributed to the headline number in the fourth quarter of 2022 and the first quarter of 2023.

Marketing 52

Marketing Marketing Economy Numbers 52

The Irrelevant Investor

JULY 31, 2018

With fewer and fewer people doing fundamental research and more people only acting as price takers, at what point do prices truly separate from the economic realities of the business? One of the concerns that people have expressed over the rise of index investing is that it will prevent true price discovery, if it isn't doing so already.

Marketing 52

Marketing Marketing Investments Investing 52

Carson Wealth

JUNE 5, 2023

Recent economic data do not point to a recession. That’s a solid job growth number but a step down from reports through April. During the last expansion, 2010-2019, average annual payroll growth was 2.2 This measures the number of people working as a percentage of the civilian population. million per year.

Economy 52

Economy Numbers Compliance Banking 52

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

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. The number of permits reflects new housing units and is a leading indicator of future supply. These numbers are typical of an economy emerging from a recession. Single-family starts surged 19% in May.

Marketing 52

Marketing Marketing Economy Numbers 52

Brown Advisory

MAY 31, 2017

Since the 2008–09 credit crisis, market sentiment on European stocks has shifted back and forth, from despair to confidence, depending largely on sentiment regarding the EU’s prospects as a viable political and economic entity. But it is a meaningful change worthy of discussion after a long period of time.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

MAY 31, 2017

Since the 2008–09 credit crisis, market sentiment on European stocks has shifted back and forth, from despair to confidence, depending largely on sentiment regarding the EU’s prospects as a viable political and economic entity. But it is a meaningful change worthy of discussion after a long period of time.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

SEPTEMBER 11, 2018

Source: Mortgage Delinquency Rate: Federal Reserve Economic Data (FRED); Home Price Index: Brown Advisory calculation derived by subtracting the housing component of the Consumer Price Index from the S&P/Case-Shiller 20-City Composite Home Price Index. in 2017, down from a peak of 10.9% Recent data challenged that thesis.

Marketing 52

Marketing Marketing Clients Assets 52

Brown Advisory

NOVEMBER 13, 2023

The New Normal It is difficult for investors and individuals alike not to have been directly impacted by the rapid rise in inflation in 2021 and 2022, the succeeding interest rate hikes by global central banks and the ensuing effects these economic events have had on financial markets, including the mortgage market.

Investing 52

Investing Investments Portfolio Clients 52

Brown Advisory

OCTOBER 8, 2019

BP’s 2010 Macondo oil spill disaster and Sports Direct’s exploitative employment practices are examples of when environmental and social issues undermine a franchise’s ability to generate long-term cash flow. In the U.K., For example, we take a very dim view of companies that do actual damage to their customers.

Clients 52

Clients Government Banking Investments 52

Brown Advisory

OCTOBER 8, 2019

BP’s 2010 Macondo oil spill disaster and Sports Direct’s exploitative employment practices are examples of when environmental and social issues undermine a franchise’s ability to generate long-term cash flow. In the U.K., For example, we take a very dim view of companies that do actual damage to their customers.

Clients 52

Clients Government Banking Investments 52

ClearMoney

DECEMBER 5, 2021

Exhibit 1 shows that roughly half the Organization of Economic Co-operation and Development (OECD) member countries have general government debt-to-gross domestic product2 (debt/GDP) ratios above 70%, with 10 countries—including the US, Japan, and the United Kingdom (UK)—exceeding 100%. US Department of the Treasury (2021). Crowding Out.”

Government 52

Government Commission Economics Distribution 52

Brown Advisory

APRIL 1, 2016

There are many ways to illustrate volatility, but one of the simplest is to add up the number of days in which a market moves up or down by more than a certain amount over a defined period of time. In the ensuing six years, this measure of volatility steadily declined, except for brief spikes in mid-2010 and late 2011. Multiple Risks.

Investments 52

Investments Investing Portfolio Assets 52

The Big Picture

SEPTEMBER 19, 2023

So I actually went and worked in economics, I was an econometrician. 00:12:53 [Speaker Changed] I think number one, the team, my team at Goldman and the, a broader team even and the team at Maryland are, are some of my favorite people. New York is number one. So I actually went to work in m and a and payments and I enjoyed that.

Assets 147

Assets Management Investments Investing 147

Carson Wealth

JANUARY 22, 2024

We believe the first interest rate cut may come in May, unless inflation data over the next six weeks surprises to the downside or we get terrible payroll numbers. The average yield from 2010-2021 was just 2.34%. However, they don’t appear ready to move as early as March. As for how much the Fed will cut in 2024, the jury is still out.

Marketing 97

Marketing Marketing Economy Portfolio 97

ClearMoney

DECEMBER 5, 2021

Exhibit 1 shows that roughly half the Organization of Economic Co-operation and Development (OECD) member countries have general government debt-to-gross domestic product2 (debt/GDP) ratios above 70%, with 10 countries—including the US, Japan, and the United Kingdom (UK)—exceeding 100%. 1US Department of the Treasury (2021). Crowding Out.”

Government 52

Government Commission Economics Distribution 52

Brown Advisory

AUGUST 6, 2019

Ever since Taylor joined our firm in 2010, I’ve been deeply impressed with his understanding of the markets and his intellectual curiosity with respect to all types of investments. has not seen 10+ year economic expansions, other developed markets certainly have. A cool change indeed. Additionally, while it is true that the U.S.

Investments 52

Investments Investing Clients Portfolio Management 52

Brown Advisory

AUGUST 6, 2019

Ever since Taylor joined our firm in 2010, I’ve been deeply impressed with his understanding of the markets and his intellectual curiosity with respect to all types of investments. has not seen 10+ year economic expansions, other developed markets certainly have. A cool change indeed. Additionally, while it is true that the U.S.

Investments 52

Investments Investing Clients Portfolio Management 52