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Wednesday links: the shelf life of a stock

Abnormal Returns

peaked in 2012. bloomberg.com) Economy The housing and manufacturing sectors are both range-bound. Banking The number of bank branches in the U.S. sherwood.news) Where SVB's business stands as JP Morgan ($JPM) looks to make inroads. bloomberg.com) ETFs Where active ETFs are growing fastest.

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Question #2 for 2024: How much will job growth slow in 2024? Or will the economy lose jobs?

Calculated Risk

2) Employment: Through November 2023, the economy added 2.6 Or will the economy lose jobs? The bad news - for job growth - is that a combination of a slowing economy, demographics and a labor market near full employment suggests fewer jobs will be added in 2024. Or will the economy lose jobs? million jobs in 2023.

Economy 117
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5 Unusual Economic Indicators That Can Tell You About the Economy

Trade Brains

However, there are many other lesser-known indicators that can actually provide valuable insights and are helpful for the economy. Back in the autumn of 2001, he noticed that when the US economy was struggling due to the recession, lipstick sales were actually going up instead of down. Keep reading to find out what they are!

Economy 64
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Longform links: the beef industry

Abnormal Returns

nytimes.com) The global economy looks a lot different than it did pre-pandemic. thewalrus.ca) What the heck happened in 2012? (propublica.org) How do bad doctors stay on the job for so long after issues are identified? propublica.org) Longreads The energy transition in the U.S. is well under way. theintrinsicperspective.com)

Medicine 244
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“Soft Landing”: Where Inflation Completes Its Journey Back to Normal Levels While the Economy Stays Healthy

Walkner Condon Financial Advisors

One definition , according to a speech delivered by Tom Barkin, the President of the Federal Reserve Bank of Richmond, is “where inflation completes its journey back to normal levels while the economy stays healthy”. One might then wonder 1) what are normal inflation levels and 2) what defines a healthy economy. during this period.

Economy 75
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Heading Into Recession, There Is a Huge Excess of Real Private Inventories

Mish Talk

The index year is 2012. Also note that the US Composite PMI Suggests the Economy is On the Verge of Recession Add a huge inventory problem to this toxic mix. Real, inflation-adjusted inventory data from the BEA via St. Louis Fed, chart by Mish. The chart shows "real" inflation-adjusted inventories.

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Manufacturing Has Peaked This Cycle, 8 of 11 ISM Components in Contraction

Mish Talk

Panelists’ companies continue to judiciously manage hiring, other than October 2022, the month-over-month supplier delivery performance was the best since February 2012, when it registered 47 percent and material lead times declined approximately 9 percent from the prior month, approximately 18 percent over the last four months. percent is 0.4