The Big Picture

SEPTEMBER 29, 2023

economy in the next quarter, according to the Survey of Professional Forecasters (SPF) conducted by the Federal Reserve Bank of Philadelphia. Kidding aside, Tim Harford reminds us that “In 2008, the consensus from forecasters was that not a single economy would fall into recession in 2009.” ” Why? .”

Banking 298

Banking Economy Economics 298

Calculated Risk

JANUARY 10, 2024

How much will the economy grow in 2024? A year ago, I argued that "the economy will avoid recession" in 2023, even though some key indicators suggested a possible recession, the FOMC was forecasting an employment recession, and many Wall Street analysts were forecasting an economic recession. Or will the economy lose jobs?

Economy 200

Economy Sales Economics Investing 200

The Big Picture

DECEMBER 8, 2023

[Don’t have one] (August 2nd, 2013) NFP: Pay No Attention to the Statistician Behind the Curtains (January 10, 2014) Don’t Suffer From Denominator Blindness (October 14, 2015) _ 1: All Employees: Total Nonfarm, commonly known as Total Nonfarm Payroll, is a measure of the number of U.S.

Numbers 264

Numbers Retirement Economy Accounting 264

Calculated Risk

JANUARY 11, 2023

“Mortgage rates declined last week as markets reacted to data showing a weakening economy and slowing wage growth. All loan types in the survey saw a decline in rates, with the 30-year fixed rate falling to 6.42

Government 233

Government Economy Marketing Marketing 233

Calculated Risk

AUGUST 9, 2022

This was an out-of-the-consensus call and helped me call the bottom for the US economy in mid-2009. I wrote an update in 2014 , and argued vehicle sales would "mostly move sideways" for the next few years. Here is another update to the U.S. fleet turnover graph. This graph shows the total number of registered vehicles in the U.S.

Sales 208

Sales Numbers Economy 208

The Big Picture

MAY 16, 2023

These urban centers have become a class of their own — “superstar cities” — with outsized impact on the American economy fueled by the clustering of workers with degrees. ( PC Magazine ) • This New Airline Is Raising the Bar, From First Class to Economy : Starlux has officially begun flying in the US. Let’s hope we’re ready. (

Economy 263

Economy Economics Education Government 263

The Big Picture

JULY 13, 2023

:” The FOMC rate increases and other Fed policy actions are felt in the broader economy eventually. But that seems longish in a modern economy that runs on credit. After the GFC, the economy was sluggish and ZIRP/QE had driven rates near zero, 2% was a reasonable upside target. Exactly how long it takes is the subject of debate.

Economy 246

Economy Food Sales Marketing 246

The Big Picture

JULY 18, 2023

My Two-for-Tuesday train WFH reads: • Good News-Bad News About the Economy : The hard part about markets and the economy is that there are often conflicting signals about what’s going on. That exodus marks a notable shift for a fund that had consistently drawn investor cash since its 2014 inception.

Portfolio Management 237

Portfolio Management Economy Assets Management 237

The Big Picture

NOVEMBER 21, 2022

Inflation matters but so too does the overall economy — the unemployment rate, wage gains, and fiscal stimulus during the pandemic. 46, October 2014). Less Important : The rise of inflation as issue #1 in surveys? The election results strongly suggest that this was incorrect. 2 to 1 Unemployment to Inflation ( Oswald ).

Economics 325

Economics Budgeting Taxes Economy 325

Brown Advisory

SEPTEMBER 13, 2023

The Equity Beat: Can the Swift Economy Remain on Stage? No less an authority on the economy than the Federal Reserve stated, “May was the strongest month for hotel revenue in Philadelphia since the onset of the pandemic, in large part due to an influx of guests for the Taylor Swift concerts in the city.” economy afloat this summer!

Economy 98

Economy Clients Economics Investing 98

The Big Picture

SEPTEMBER 20, 2023

I find these to be useful models but must constantly remind myself that they are merely rough approximations of the BEA GDP , which itself is a rough approximation of the US economy. Higgins Federal Reserve Bank of Atlanta, July 1, 2014 1.

Banking 147

Banking Economics Retail Economy 147

Mish Talk

DECEMBER 2, 2022

Economy Added 263,000 Jobs in November" Both reports and mainstream in general miss the big picture captured in my lead chart. Birth Death Model Starting January 2014, I dropped the Birth/Death Model charts from this report. Full time employment is down 398,000 since March and down by 480,000 since May!

Retirement 327

Retirement Manufacturing Numbers Economics 327

Abnormal Returns

NOVEMBER 10, 2022

Gox disappeared overnight in 2014." washingtonpost.com) Economy High inflation at this point is primarily a function of housing. (fortunesandfrictions.com) What lessons are investors going to take away from 2022? axios.com) The FTX empire is complicated to say the least. frontofficesports.com) How FTX will affect Web3.

Investments 130

Investments Investing Financial Advising Media 130

The Big Picture

JANUARY 13, 2024

dollar, it would reshape the global economy and geopolitical landscape. Finance in 2023 The Periodic Table of Commodity Returns (2014-2023) Source: Visual Capitalist Sign up for our reads-only mailing list here. ~~~ I am still on book leave! Perhaps we’ve all just become economic snowflakes?

Portfolio Management 162

Portfolio Management Economy Economics Portfolio 162

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. At the end of 2014, China held about a fifth of the foreign share.

Marketing 92

Marketing Marketing Government Economy 92

The Big Picture

MARCH 9, 2023

In this space, Hedge funds lag finance, which in turn lags the broader economy. Women are under-represented in the finance industry in general, but it has been improving (albeit slowly).

Wealth Management 162

Wealth Management Management Engineering Banking 162

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. But this was not because the productive capacity of the economy expanded.

Marketing 96

Marketing Marketing Economy Startup 96

Brown Advisory

JUNE 23, 2016

NOW 2016 | Energy, Money and the New World Economy achen Thu, 06/23/2016 - 10:27 The benefits to the U.S. economy since 2008. Yergin is one of the most soughtafter thought leaders on the interplay of energy, international politics and the global economy. from its “revolution” in shale oil production have been far-reaching.

Economy 52

Economy Communication Clients Taxes 52

Brown Advisory

JUNE 23, 2016

NOW 2016 | Energy, Money and the New World Economy. economy since 2008. Yergin is one of the most soughtafter thought leaders on the interplay of energy, international politics and the global economy. For several years, prices hovered around $100 a barrel until the OPEC meeting in November 2014. Thu, 06/23/2016 - 10:27.

Economy 52

Economy Communication Clients Taxes 52

Advisor Perspectives

NOVEMBER 3, 2023

The US economy just enjoyed its strongest quarterly growth outside of the pandemic era since 2014, expanding at a 4.9% annualized rate in the three months ended Sept.

Economy 52

Economy 52

Brown Advisory

AUGUST 24, 2023

Mick joins the podcast at an especially timely moment. Many investors and pundits continue to focus their attention on the “Magnificent Seven” tech stocks that have dominated the U.S. market for several years, but there are a large number of significant geopolitical and regional matters that are impacting investments all over the globe.

Economy 52

Economy Portfolio Management Clients Portfolio 52

Brown Advisory

AUGUST 24, 2023

Mick joins the podcast at an especially timely moment. Many investors and pundits continue to focus their attention on the “Magnificent Seven” tech stocks that have dominated the U.S. market for several years, but there are a large number of significant geopolitical and regional matters that are impacting investments all over the globe.

Economy 52

Economy Portfolio Management Clients Portfolio 52

Brown Advisory

APRIL 21, 2023

But we never forget that we manage diversified portfolios, and those portfolios are indeed affected by macro factors; inflation, interest rates, bank liquidity and other issues facing the economy will of course influence the prospects of the companies we hold in our strategies.

Portfolio Management 98

Portfolio Management Portfolio Banking Management 98

Carson Wealth

JULY 8, 2024

The economy added 206,000 jobs in June, ahead of expectations of 190,000. Fortunately, the doers drive the economy; the thinkers only report on it. The economy created 206,000 jobs last month, above expectations for a 190,000 increase. and matches what we saw all the way back in 2014. Doers are optimists.

Marketing 97

Marketing Marketing Economy Numbers 97

Trade Brains

SEPTEMBER 26, 2024

It was named Indian Exchange of the Year for 2014 by Futures & Options World. The exchange also received the CII EXIM Bank Excellence Prize in 2014 and 2016. Other honors include the IMC Ramkrishna Bajaj National Quality Certificate of Merit for 2014.

Compliance 90

Compliance Banking Management Risk Management 90

Trade Brains

SEPTEMBER 12, 2023

2014 – Modi’s Election Victory The markets continued to rally in 2014 buoyed by a thumping victory for the BJP in the elections and Prime Minister Narendra Modi taking over the reins. On September 1, 2014, the Nifty touched 8,000. On September 1, 2014, the Nifty touched 8,000. The post Nifty 50 hits 20,000!

Numbers 59

Numbers Economy Economics Government 59

Carson Wealth

FEBRUARY 12, 2024

But now we have a healthy economy, well-contained inflation, a Federal Reserve set to cut rates, improving productivity, record earnings, and stocks at all-time highs. As we wrote in our 2024 Outlook, “Seeing Eye to Eye” ( download here ), productivity growth is a game-changer for the economy. equities in particular.

Marketing 96

Marketing Marketing Economy Investing 96

The Irrelevant Investor

NOVEMBER 11, 2018

Articles In hindsight, we can see that the value in 2014 $AAPL was real while the value in 2014 $IBM was fake. By Jesse Livermore, Chris Meredith, and Patrick O'Shaughnessy The problem we will face throughout life is how to differentiate between causation and correlation—between signal and noise.

Math 52

Math Economics Economy Numbers 52

Trade Brains

SEPTEMBER 22, 2023

Before the May 2014 election, the Sensex went up by 16.6% A weak coalition will mean that it’s hard to predict how the economy will grow. Before the 2014 general elections in India, the stock market was doing pretty well. in one month and 20.6% in one year. How Markets Performed During Past Elections?

Marketing 69

Marketing Marketing Government Economics 69

David Nelson

OCTOBER 31, 2022

All companies face the challenges of a slowing economy, rising inflation and a born-again Fed that is determined to bring inflation under control even if it means pushing the economy over the edge. S&P 500 vs the Communication Sector. Alphabet (GOOGL) Meta (META) and SNAP. According to SEC filings Mark owns 13.6% Do the math!

Communication 98

Communication Math Economy Management 98

Discipline Funds

NOVEMBER 17, 2023

Not only do we know that shelter is making inflation look irrationally high, but we also know that the most important retailers in the US economy are saying exactly what the CPI ex-shelter says. according to Siegel (2014). So, this is no longer just me projecting now. Inflation isn’t dead. 2) The Worst Narrative in Finance.

Financial Planner 114

Financial Planner Budgeting Taxes Retirement 114

Trade Brains

JULY 7, 2024

In the past 10 years, the index has had substantial growth, and it has increased by 301.90% from July 2014 until July 2024. It covers 13 sectors of the Indian economy. In the past decade, the index has had significant growth, and it has increased by 225.27% from July 2014 until July 3, 2024. trillion as of May 2024.

Marketing 52

Marketing Marketing Electronics Economy 52

Brown Advisory

JUNE 23, 2016

27, 2014, unidentified troops, referred to as “little green men” in news reports, stormed the Crimean peninsula. Putin’s approval rating surged 10% in February and March of 2014, to 71.6%. Putin also distracted the public from the flagging Russian economy. NOW 2016 | Putin’s World achen Thu, 06/23/2016 - 10:27 On Feb.

Economy 52

Economy Communication Clients Taxes 52

Brown Advisory

JUNE 23, 2016

27, 2014, unidentified troops, referred to as “little green men” in news reports, stormed the Crimean peninsula. Putin’s approval rating surged 10% in February and March of 2014, to 71.6%. Putin also distracted the public from the flagging Russian economy. NOW 2016 | Putin’s World. Thu, 06/23/2016 - 10:27.

Economy 52

Economy Communication Clients Taxes 52

The Better Letter

MARCH 18, 2025

In 2014, one bracket was alive through 34 games. UConn won the national championship as a seven in 2014. NARRATOR: “Next time you are tempted to make a market prediction, you might recall that the global economy has a few more than 52 variables.” That was about a one-in-five-million level of success.

Numbers 75

Numbers Marketing Marketing Medicine 75

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 Government 59

Nationwide Financial

APRIL 3, 2023

recovered from the sharp drop during the pandemic but has been declining since the November peak and is down nearly two-thirds since 2014. The move reflects the tension between the U.S. The rig count in the U.S. Crude prices surged 6% on Monday in reaction but are down nearly 20% over the past year and are flat in 2023. versus 4.7%

Marketing 105

Marketing Marketing Valuation Economics 105