Calculated Risk

NOVEMBER 15, 2022

The volume of newly originated auto loans was $185 billion, a slight reduction from the previous quarter but still elevated compared to the average volumes seen through the 2018-2019 period. Aggregate limits on credit card accounts increased by $82 billion and now stand at $4.3

Banking 324

Banking Accounting Economics 324

Mish Talk

NOVEMBER 30, 2022

Blockchain Scrapheap The Tech Monitor reports IBM and Maersk Scrap Blockchain Trade Platform TradeLens IBM and logistics company Maersk have called time on TradeLens, the blockchain-backed supply chain platform that came online for the first time in 2018, citing a “lack of global industry collaboration” for its demise.

License 219

License Transportation Distribution Banking 219

Calculated Risk

JANUARY 13, 2023

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2023. 1) Economic growth: Economic growth was probably close to 1% in 2022 as the economy slowed following the economic rebound in 2021. Prior to the pandemic, economic activity was mostly in the 2% range since 2010. 2008 0.1% -2.5%

Economy 278

Economy Sales Economics Investing 278

The Big Picture

OCTOBER 4, 2023

But Bloomberg Economics sees risks ahead, from strikes to higher rates and oil prices. The yen then tumbled anew toward a record low of 150 to the dollar. Barron’s ) • Why a US Recession Is Still Likely — and Coming Soon : The government is staying open for now. Bloomberg ) see also A New Interest-Rate Regime Has Begun.

Economics 265

Economics Banking Government Investing 265

The Big Picture

SEPTEMBER 23, 2023

He serves on the advisory board of the Stanford Institute for Economic Policy Research. Panossian holds an MS degree in health services research from Stanford Medical School; a JD degree from Harvard Law School; and an MBA from Harvard Business School. All of our earlier podcasts on your favorite pod hosts can be found here.

Management 183

Management Medical Portfolio Management Economics 183

Brown Advisory

MAY 30, 2018

NOW 2018 | The Economic Imperative of Climate Action achen Wed, 05/30/2018 - 16:35 According to recent Gallup polls, 68 percent of Americans believe global warming is caused by human activities. But not all of them were first movers in labeling climate change a problem in need of an urgent answer.

Economics 52

Economics Food Clients Risk Analysis 52

Brown Advisory

MAY 30, 2018

NOW 2018 | The Economic Imperative of Climate Action. Wed, 05/30/2018 - 16:35. The speakers on the NOW 2018 panel "The Economic Imperative of Climate Action," are in the business of providing policy, investment, and data-driven solutions for the climate change crisis.

Economics 52

Economics Food Clients Risk Analysis 52

The Big Picture

JUNE 20, 2024

She observes it is less about the things investors tend to focus on — “technical analysis, geopolitics, behavioral finance and even skirt hemline trends” — and more about specific measures she tracks in sentiment, valuation, macro-economic areas. The table above shows the major market peaks going back to 1990.

Marketing 196

Marketing Marketing Valuation Media 196

Calculated Risk

JANUARY 10, 2024

Earlier I posted some questions on my blog for this year: Ten Economic Questions for 2024. 1) Economic growth: Economic growth was probably close to 2.6% The "Art of the Soft Landing" requires that the Fed reduce rates quick enough to keep economic growth positive, and slow enough not to reignite inflation. 2008 0.1% -2.5%

Economy 200

Economy Sales Economics Investing 200

Calculated Risk

JANUARY 9, 2024

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2024. Forecasting the unemployment rate includes forecasts for economic and payroll growth, and also for changes in the participation rate (previous question). 2018 63.0% 2018 63.0% 2018 63.0% in November, up from 3.6% 2016 62.7%

Economics 173

Economics Sales Investing Investments 173

The Big Picture

JANUARY 8, 2024

Besides 2022, recent examples include 2018, 2000, and 2002 (the recession was in 2001). 550bps increases in the Federal Funds rate from March 2022 through July 2023 – and its long and variable lags – continues to exert a drag on the economy, which could lead to further economic contraction.

Economy 332

Economy Banking Marketing Marketing 332

Brown Advisory

MARCH 30, 2018

Outlook for 2018 | Confronting the Unknown. Fri, 03/30/2018 - 11:57. Economic growth and corporate earnings across the world improved notably throughout 2017, led by an acceleration in Europe, a rebound in emerging markets and improved sentiment in some U.S. sectors due to the recent tax law overhaul.

Asset Allocation 52

Asset Allocation Portfolio Assets Valuation 52

Brown Advisory

FEBRUARY 7, 2019

Muni Bonds: Winners in 2018 and Bright Skies Ahead for 2019 ajackson Thu, 02/07/2019 - 08:44 Municipal bonds held their ground in 2018, and truly shined when equity markets were punished during the fourth quarter. Here’s a quick recap of 2018 and our thoughts heading into 2019. Treasury yields in late November and December 2018.

Taxes 52

Taxes Investments Investing Clients 52

Brown Advisory

FEBRUARY 7, 2019

Muni Bonds: Winners in 2018 and Bright Skies Ahead for 2019. Municipal bonds held their ground in 2018, and truly shined when equity markets were punished during the fourth quarter. Here’s a quick recap of 2018 and our thoughts heading into 2019. 2018: Tough Conditions Prove Helpful for Munis. Thu, 02/07/2019 - 08:44.

Taxes 52

Taxes Investments Investing Clients 52

Brown Advisory

AUGUST 1, 2018

2018 Berkshire Hathaway Annual Shareholder Meeting ajackson Wed, 08/01/2018 - 09:30 The Berkshire Hathaway annual meeting is an opportunity for shareholders and analysts to pose questions to Warren Buffett and Charlie Munger. are going to be the superpowers of the world economically and otherwise for a long time to come.

Assets 52

Assets Investing Investments Insurance 52

Brown Advisory

AUGUST 1, 2018

2018 Berkshire Hathaway Annual Shareholder Meeting. Wed, 08/01/2018 - 09:30. Berkshire’s investment portfolio holds about $186 billion in equities and $118 billion in cash equivalents and bonds as of March 31, 2018. are going to be the superpowers of the world economically and otherwise for a long time to come.

Assets 52

Assets Investing Investments Insurance 52

Cornerstone Financial Advisory

DECEMBER 23, 2024

1,2 No Santa Yet Divergence marked the start of the week as megacap tech stocks rallied while the Dow Industrials fell for the eighth-straight sessionits longest losing streak since 2018. 8 This Week: Key Economic Data Monday: Consumer Confidence. However, Fed Chair Jerome Powell also signaled fewer rate reductions next year.

Marketing 52

Marketing Marketing Taxes Economics 52

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

MARCH 3, 2025

Given our overall still positive economic backdrop, to see this much worry in the air is actually rather bullish and why we dont expect the recent weakness to spiral out of control. So, imports are just subtracting all the goods and services households and businesses buy from abroad, since it doesnt add to domestic economic activity.

Marketing 73

Marketing Marketing Government Economy 73

Trade Brains

FEBRUARY 22, 2024

Yes Bank vs IDFC Bank : Banks are the economic engine. The Indian banking industry has been on a roll, thanks to strong economic growth, rising disposable incomes, increased consumerism, and easier credit access. 2018-19 ₹ 9,812.51 ₹ 3,460.77 The higher the asset quality of banks, the better the state of the economy.

Banking 104

Banking Planning Accounting Retail 104

Carson Wealth

JANUARY 13, 2025

in 2018-2019. in 2018-2019). As you can see, policy rate expectations have been creeping up since last summer, mostly as the labor market data has come in better than expected (along with other economic data). But net hiring (which is what comes out of the payroll report) is still strong because separations are low.

Marketing 70

Marketing Marketing Economy Compliance 70

Carson Wealth

SEPTEMBER 28, 2023

Some government economic data will be delayed, so things like the monthly jobs data won’t happen. We saw delayed government data in the last shutdown in 2018/19. The previous shutdown in 2018/19 was a partial shutdown which lasted 35 days (meaning some spending bills were passed).

Government 107

Government Banking Food Marketing 107

Integrity Financial Planning

DECEMBER 19, 2022

2] With high inflation, rising interest rates, and economic uncertainty, stocks have taken a knock in 2022, falling by nearly 23%. [3] But just like stocks, bonds have also risen in recent years in economic environments with lower inflation and declining interest rates.

Portfolio 91

Portfolio Retirement Economy Accounting 91

Carson Wealth

JANUARY 8, 2024

In fact, monthly job creation averaged 163,000 in 2019, which was a year of solid economic growth. The top panel of the chart below shows initial claims for unemployment benefits across the entire year (2023 in dark blue), compared to claims in 2022 (gray) and the average across 2018-2019 (yellow).

Marketing 96

Marketing Marketing Economy Numbers 96

Mish Talk

DECEMBER 12, 2022

Looking Ahead Certainly ARKK is a better buy now than any time since 2018. Ridiculous Price Targets Wood and her chief futurist are sticking with absurd price targets. This can hardly inspire confidence. And it doesn't as measured by huge outflows. But if you started dollar cost averaging then, you are now back to even.

Valuation 157

Valuation Communication Marketing Marketing 157

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. The current number remains consistent with the 2018-2019 average, despite a larger labor force now.

Marketing 95

Marketing Marketing Numbers Economy 95

Getting Your Financial Ducks In A Row

OCTOBER 17, 2022

The Economic Recovery Tax Act (ERTA) of 1981 allowed for the IRA to become universally available as a savings incentive to all workers under age 70 1/2. The Qualified Charitable Distribution (QCD) has been al-lowed to expire in the past and was extended, but as of the 2018 Tax Cuts and Jobs Act passage, has been permanently extended.

Retirement 90

Retirement Distribution Taxes Retirement Planning 90

The Big Picture

FEBRUARY 14, 2024

Q4 2018, 19.9%. Analysts who’ve studied this have found that the joys of peace when war ends go beyond the relief of ending human suffering; peace often leads to strong economic growth and large subsequent gains in stock markets. Barry Ritholtz : Barely down 18, 19 percent. Either way]. Uh, it’s just a normal pullback.

Marketing 317

Marketing Marketing Government Numbers 317

Trade Brains

DECEMBER 23, 2022

Economic activities are no longer limited to daylight. “Clean, cheap and abundant power is one the basic ingredients for the economic progress of a city, state or country.” This was mainly because of a slowdown in economic growth. Adani Power’s profitability was negative from 2018 to 2020. EPS (₹) 26.8

Distribution 105

Distribution Economics Portfolio Management 105

Brown Advisory

JULY 24, 2018

Strong Defense: The Falling Opportunity Cost of Allocating to Bonds ajackson Tue, 07/24/2018 - 09:25 For years, “defense” in portfolios—i.e., But after many years of economic recovery, we finally have reached a point where defensive allocations once again provide a reasonable yield. The economic expansion may be reaching its limits.

Valuation 52

Valuation Economics Asset Allocation Clients 52

Brown Advisory

JULY 24, 2018

Tue, 07/24/2018 - 09:25. But after many years of economic recovery, we finally have reached a point where defensive allocations once again provide a reasonable yield. Many noisy political topics have dominated the investment discourse in 2018, but underneath that noise and volatility, the drum beat of rising interest rates in the U.S.

Valuation 52

Valuation Economics Asset Allocation Clients 52

Validea

MARCH 13, 2025

Low Debt Levels (Long-Term Debt Net Current Assets) Limiting debt helps safeguard a companys financial health, especially during economic downturns. The worst years include 2008 ( -27.2% ), 2018 ( -22.6% ), and 2015 ( -22.1% ). However, like many value strategies, it has also faced challenging periods.

Valuation 52

Valuation Investing Investments Portfolio 52

Walkner Condon Financial Advisors

JANUARY 13, 2023

For the first time since 2018, the S&P 500, along with most other major indices had a negative return for the calendar year in 2022. Drawing on data from prior recessions as well as data on current economic conditions, Syl points to the idea that perhaps a recession isn’t imminent. Mitch DeWitt, MBA, CFP®. Financial Advisor.

Financial Advisor 98

Financial Advisor Marketing Marketing CFP 98

Trade Brains

AUGUST 8, 2022

Its demand increases during economic booms and falls sharply when the economy contracts. 2018 123,249 57,496. 2018 13,434 -281. 2018 17% 8%. 2018 10.9% Talking about the origin of the demand, the construction, residential and automotive sectors are the major consumers of steel. Year Tata Steel Revenue. (Rs.

Government 84

Government Manufacturing Planning Distribution 84

Brown Advisory

JUNE 14, 2018

The Fed Meeting: It’s All about Expectations achen Thu, 06/14/2018 - 11:45 On Wednesday, the Federal Open Market Committee concluded its June meeting. There was a lot to digest: Another 25bp rate hike, clearer signals about two more hikes in 2018, a new set of economic projections, and Fed Chairman Powell’s press conference.

Economics 52

Economics Clients Economy Investing 52

Brown Advisory

JUNE 14, 2018

Thu, 06/14/2018 - 11:45. There was a lot to digest: Another 25bp rate hike, clearer signals about two more hikes in 2018, a new set of economic projections, and Fed Chairman Powell’s press conference. The Fed’s reaction function is a big reason why the new Summary of Economic Projections (SEP) is worth some additional scrutiny.

Economics 52

Economics Clients Economy Investing 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%.

Government 52

Government Commission Economics Distribution 52