The Big Picture

JANUARY 8, 2024

Besides 2022, recent examples include 2018, 2000, and 2002 (the recession was in 2001). Federal Reserve : While a recession is possible in 2024, it mostly depends upon how long the FOMC keeps rates tighter (higher) than is appropriate for the economy. Down years are far more likely than up years to be associated with recessions.

Economy 331

Economy Banking Marketing Marketing 331

Carson Wealth

JANUARY 13, 2025

Good news can be bad news in the short run, but a solid economy usually becomes good news again once we get past the initial market reaction. If the underlying economy is sound, pullbacks like this can actually be a positive for the longer-term health of the market. The economy created over 2 million jobs in 2024, down from 2.4

Marketing 75

Marketing Marketing Economy Compliance 75

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

Carson Wealth

MARCH 3, 2025

Good Riddance, February The second half of February was rough, as worries over the economy, tariffs, and large cap tech weakness dominated the conversation. We continue to think the bull market is alive and well and the economy is on solid footing, but that doesnt mean we wont have scary headlines or worries. Heres the thing.

Marketing 78

Marketing Marketing Government Economy 78

Carson Wealth

OCTOBER 23, 2023

The economy has strong momentum, with growth accelerating since the first half of the year. Economic indicators across consumption, income, industry and the labor market don’t point to a recession. Through June 2023, the economy grew 2.4% Since then, the economy has accelerated. Compare that to the 2018-2019 pace of 1.7%

Marketing 143

Marketing Marketing Economy Retail 143

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

Integrity Financial Planning

DECEMBER 19, 2022

However, the 2022 economy has brought the classic 60/40 allocation strategy into question as both the stock and bond markets dip at the same time. 2] With high inflation, rising interest rates, and economic uncertainty, stocks have taken a knock in 2022, falling by nearly 23%. [3] Yo-yo Stock Markets. Sinking Bond Markets.

Portfolio 91

Portfolio Retirement Accounting Economy 91

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. company.

Asset Allocation 52

Asset Allocation Portfolio Assets Valuation 52

Trade Brains

FEBRUARY 22, 2024

Yes Bank vs IDFC Bank : Banks are the economic engine. The higher the asset quality of banks, the better the state of the economy. Banks facilitate the flow of money in markets following monetary policy, which determines the economy’s growth and decline. 2018-19 ₹ 9,812.51 ₹ 3,460.77 2020-21 ₹ 7,428.35 ₹ 7,383.03

Banking 104

Banking Planning Accounting Retail 104

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

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 Investing Investments 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 Investing Investments Clients 52

The Big Picture

FEBRUARY 14, 2024

It just puts a lot of money into the economy, enables a lot of development. And the regular media does a terrible job covering the economy. Q4 2018, 19.9%. Jeff Hirsch : It does play a part, you know, in there, but the spending from the war – and I think this time around, the COVID spending, is similar. Either way].

Marketing 317

Marketing Marketing Government Numbers 317

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

Carson Wealth

MARCH 11, 2024

The bottom line is the economy is strong because the labor market is strong. The global economy was in shambles, and people were losing their jobs all around. Near bear markets in 2011 and 2018, a 100-year pandemic bear market in 2020 and then another bear market in 2022 made it anything but an easy 15 years.

Marketing 97

Marketing Marketing Economy Retirement 97

Carson Wealth

NOVEMBER 6, 2023

Although many were worried, the economy remained quite strong and odds were high the Fed was done hiking rates. The economy is normalizing, which could loosen tight financial conditions and boost cyclical activity. The October payroll report indicates the economy is slowing from its red-hot pace.

Marketing 96

Marketing Marketing Economy Numbers 96

Carson Wealth

DECEMBER 18, 2023

In their updated “ Summary of Economic Projections ,” they revised their estimates of core inflation for 2023 down from 3.7% Markets were off to the races after the Fed released its statement and economic projections. Lower interest rates can have significant positive effects on the economy, including on mortgage rates.

Marketing 96

Marketing Marketing Economy Investing 96

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

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.” Once the economy opened up, the demand for electricity surged. This was mainly because of a slowdown in economic growth. EPS (₹) 26.8

Distribution 105

Distribution Economics Portfolio Management 105

The Irrelevant Investor

MARCH 10, 2020

Wanger uses this to teach people about the difference between the short-term and the long-term, but it also can be used as a way to teach people about the difference between the stock market and the economy. You can see below how stocks are like the dog and the economy is like its owner.

Marketing 52

Marketing Marketing Economy Communication 52

Carson Wealth

AUGUST 7, 2024

There are three main drivers: a weakening economy, the unwind of the yen carry trade, and the Federal Reserve (Fed) likely being way behind the curve on rate cuts. Leaving rates too high for too long slows the economy and hits small businesses and housing especially hard. Remember how, back in 2018, a policy rate of just 2.5%

Economy 95

Economy Numbers Investing Investments 95

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. This blocks any attempt to challenge their leadership regardless of their economic interest in the company. My Way or the Highway!

Communication 98

Communication Math Economy Management 98

The Big Picture

AUGUST 16, 2022

TROPIN: Yeah, I think when we got that — RITHOLTZ: But the economy really seems to be slowing. You know, it would not surprise me as earnings slow down and the economy slows down. TROPIN: I think the slowdown in the economy is somewhat priced in, but I think we could see lower prices from here. RITHOLTZ: Right.

Management 305

Management Assets Risk Management Marketing 305

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

Investing Caffeine

APRIL 1, 2022

The hangover from COVID has created significant supply chain disruptions and widespread economic shortages. Source: Trading Economics. The rising Baker Hughes drilling rig count below reflects the miracle of supply-demand economics operating in full force. Source: Trading Economics. Source: GasBuddy.com.

Economy 59

Economy Economics Valuation Investing 59

Brown Advisory

MAY 10, 2018

achen Thu, 05/10/2018 - 11:18 Concerns over trade policy and potential trade wars have rattled equity markets in recent months. We identified this trade scenario as a key risk for 2018 in our annual outlook publication, Confronting the Unknown , and the issue has become a prominent one in the early part of the year.

Economy 52

Economy Portfolio Clients Sales 52

Brown Advisory

MAY 10, 2018

Thu, 05/10/2018 - 11:18. We identified this trade scenario as a key risk for 2018 in our annual outlook publication, Confronting the Unknown , and the issue has become a prominent one in the early part of the year. FACT: The tariffs announced so far in 2018 affect a small sliver of the global economy.

Economy 52

Economy Portfolio Clients Sales 52

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 Investing 59

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

Trade Brains

JANUARY 25, 2024

Fundamental Analysis of CG Power : Electricity consumption has risen since the Industrial Revolution and is expected to rise further as the population, income, and economy grow. 2018-19 ₹ 7,997.91 - ₹ 2,797.63 13.06% 2018-19 N.A Power in the engineering sector has the potential to grow as consumption and the economy improve.

Planning 59

Planning Manufacturing Engineering B2B 59

Carson Wealth

AUGUST 28, 2023

Credit markets continue to show very few signs of economic stress. Recent economic data from China show that the world’s second largest economy is in trouble. Much of China’s economic growth is driven by real estate investment, which has pulled back significantly. economy is likely to be minimal. In the U.S.,

Marketing 52

Marketing Marketing Economy Economics 52

Yardley Wealth Management

APRIL 6, 2022

It was the first increase since December 2018, but it wasn’t a huge surprise. When banks stay in synch with one another and the Fed, the economy will hopefully keep good time. However, we must emphasize: No single entity can just flip a switch to power the economy off and on. Or at least it tries to.

Investing 52

Investing Investments Banking Economy 52

David Nelson

MARCH 20, 2023

Bless me father for I have sinned… I was wrong in 2018 supporting the roll back in Dodd-Frank regulations for small and mid-sized banks. That roll back in 2018 passed with bipartisan support 258-159 in the House. Over time economic conditions will slow helping do some of the Fed’s job for them.

Banking 59

Banking Economy Management Government 59