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. almost broke the economy in 2019.

Marketing 96

Marketing Marketing Economy Transportation 96

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%.

Marketing 96

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.

Marketing 96

Marketing Marketing Economy Numbers 96

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.

Marketing 95

Marketing Marketing Numbers Economy 95

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.

Marketing 92

Marketing Marketing Government Economy 92

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.

Marketing 96

Marketing Marketing Economy Manufacturing 96

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 95

Marketing Marketing Manufacturing Economics 95

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.

Marketing 95

Marketing Marketing Economy Investing 95

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

The Big Picture

SEPTEMBER 12, 2022

I’m sure you remember this as well in terms of the bond market, whether you were looking at structured products, bonds, this idea that, hey, it’s issued by this bank, that bank, well-known diversified financial services institution. BITTERLY MICHELL: … obviously, the United States, the global economy. RITHOLTZ: Right.

Clients 299

Clients Wealth Management Banking Investing 299

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.

Economy 52

Economy Numbers Compliance Banking 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 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

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. and financial markets. 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. Retail sales are up just 2.5%

Marketing 52

Marketing Marketing Economy Economics 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

The Big Picture

JULY 11, 2023

JOHNSON: So I spent a year, my father said to me, “Look, if you’re going to be in the financial services business you should probably work in New York.” Otherwise, the West Coast, if you were in the financial services business, it was rough life. RITHOLTZ: It was just Franklin. RITHOLTZ: Right.

Management 222

Management Investing Investments Assets 222

Brown Advisory

MAY 31, 2017

30, 2010, this underweighting was the largest positive contributor to the model’s relative performance out of all of our asset allocation decisions. Further, we see room for the European economy to grow. economy, and expectations for higher inflation and future Fed hikes, has strengthened considerably vs. the euro.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

MAY 31, 2017

30, 2010, this underweighting was the largest positive contributor to the model’s relative performance out of all of our asset allocation decisions. Further, we see room for the European economy to grow. economy, and expectations for higher inflation and future Fed hikes, has strengthened considerably vs. the euro.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

MARCH 13, 2018

With the most recent economic data showing signs of acceleration, more observers began to question the wisdom of introducing fiscal stimulation at a time when the economy was already gaining momentum. On that question, the economy is sending somewhat mixed signals. Technical factors also contributed to the swift decline in stocks.

Investing 52

Investing Investments Economy Assets 52

Brown Advisory

MARCH 13, 2018

With the most recent economic data showing signs of acceleration, more observers began to question the wisdom of introducing fiscal stimulation at a time when the economy was already gaining momentum. On that question, the economy is sending somewhat mixed signals. Technical factors also contributed to the swift decline in stocks.

Investing 52

Investing Investments Economy Assets 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. Bank Rakyat is a crucial lender to the informal economy in these rural regions and leads the Indonesian microfinance market.

Clients 52

Clients Government Banking Investing 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. Bank Rakyat is a crucial lender to the informal economy in these rural regions and leads the Indonesian microfinance market.

Clients 52

Clients Government Banking Investing 52

Brown Advisory

MARCH 30, 2020

In past pre-recession periods (in 1999-2000 ahead of the tech bubble, and in 2007 ahead of the financial crisis), volatility escalated gradually, but in 2015 and 2018 we had no warning in advance of dramatic ramp-ups in volatility. of Standard Deviations 5/6/2010 S&P 500 Index -6.9 Reference Market/Index % Change No. Treasuries -15.0

Management 52

Management Marketing Marketing Clients 52

Brown Advisory

MARCH 30, 2020

In past pre-recession periods (in 1999-2000 ahead of the tech bubble, and in 2007 ahead of the financial crisis), volatility escalated gradually, but in 2015 and 2018 we had no warning in advance of dramatic ramp-ups in volatility. Reference Market/Index. of Standard Deviations. S&P 500 Index. 10/15/2014. Treasuries. 8/24/2015. S&P 500 Index.

Management 52

Management Marketing Marketing Clients 52

Trade Brains

JANUARY 24, 2024

These are Hi-Tech and Manufacturing , Banking , Financial Services and Insurance , and Consumer Services. This was followed by a cross-messaging platform Pinch, which it built in 2010. With over 37 offices worldwide, the Company derives ~71% of its revenue from North America, the UK & Europe bringing another 18.1%

Insurance 59

Insurance Clients Engineering Management 59

Sara Grillo

AUGUST 14, 2023

The entire economy, the world of investing, is based upon being able to trust who we are listening to. Flat fee advisors Advice only planners Hourly financial advisors I periodically blog about financial products and services so that consumers can avoid being taken advantage of by the financial services industry.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

The Big Picture

OCTOBER 24, 2022

We talk about everything from when do you think about risk, how do you diversify a portfolio, at what point do you really have to rethink the fundamentals of what’s going on in the economy and the marketplace? And it began outside of financial services. I found this conversation to be absolutely fascinating.

Portfolio 130

Portfolio Management Assets Investing 130

The Better Letter

JANUARY 26, 2024

In The Next Great Bubble Boom: How to Profit from the Greatest Boom in History: 2006-2010 , published in January 2006, Dent doubled down on his earlier predictions for the 2000s and called for big gains through the rest of the decade. High on that success, as of September 2010, Hussman managed $6.7 So, he missed it by a mile.

Assets 105

Assets Valuation Management Marketing 105

Trade Brains

MAY 25, 2023

Overall, Zerodha means ‘Zero Barrier’ It was started by Nitin Kamath, an Engineer by qualification, in 2010. Nithin bootstrapped and founded Zerodha in 2010 to overcome the hurdles he faced during his decade long stint as a trader. Anyways, Zerodha, the discount broker, originated only in 2010.

Investing 98

Investing Investments Accounting Education 98

The Big Picture

APRIL 18, 2023

BARATTA: Wind, solar, electrifying the economy, getting off of oil and gas, and it’s all kinds of companies engaged. You saw it in the financial services sector. In 2006, ’07, ’08, you saw the financial crisis. BARATTA: A growing economy, zero cost to capital, markets compounding at 15, 16, 17 percent.

Assets 162

Assets Investing Investments Valuation 162

Carson Wealth

FEBRUARY 24, 2025

We had a 100-year pandemic that shut down the global economy and then a second vicious 25% bear market in 2022. Across 2024: Overall household debt grew by 3% Disposable income grew by 5% In some ways, thats what driving the economy, even as households become less levered. Think about all of this a little more. of disposable income.

Marketing 81

Marketing Marketing Economy Planning 81

The Big Picture

JANUARY 31, 2023

And few do it better than Neil does in terms of putting together a global view of what’s happening in the economy, what’s happening around the world, what’s happening with the Fed, and what’s happening with the stock market. We had financial crisis, double-dip recession fears, right? You were at Merrill.

Economics 147

Economics Economy Marketing Marketing 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

FEBRUARY 10, 2025

Tariff Tussle Resolved, But Its Only the Opening Round In this weeks Commentary we take a deeper dive on tariffs and their potential impact on the economy and markets. Trade makes up ~ 70% of both economies GDP. Whereas exports are not a significant piece of the US economy. The primary deficit rose to about 6.5% of GDP in 2015.

Marketing 62

Marketing Marketing Taxes Economy 62

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.

Manufacturing 96

Manufacturing Marketing Marketing Economy 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.

Marketing 141

Marketing Marketing Taxes Economy 141