Abnormal Returns

APRIL 11, 2023

axios.com) Boeing ($BA) jumped ahead of Airbus in deliveries for the first time since Q2 2018. wsj.com) Economy What Jamie Dimon is worried about. investmenttalk.substack.com) Will tighter bank credit push the economy into recession? (allstarcharts.com) Broad diversification is back! bbc.com) Compost is going upscale.

Financial Advising 243

Financial Advising Startup Food Banking 243

The Big Picture

MARCH 28, 2023

Washington Post ) • ‘Bonkers’ Bond Trading May Be Sending a Grim Signal About the Economy :Wild swings in the Treasury market are unlike anything many investors today had seen. The book is a fun romp covering the 1998-2018 era. They’re also potentially warning of a recession. ( New York Times ) • It’s the Most Thankless Job in Banking.

Banking 290

Banking Retirement Economy Economics 290

The Big Picture

MARCH 9, 2023

She is also the author of “ Damsel in Distressed ,” which (surprisingly) turns out to be the very first memoir written by a woman working at a hedge fund (it’s a fun romp through 1998-2018 era). In this space, Hedge funds lag finance, which in turn lags the broader economy.

Wealth Management 162

Wealth Management Management Engineering Banking 162

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 74

Marketing Marketing Economy Compliance 74

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

The Big Picture

OCTOBER 2, 2023

Almanac Trader ) • This Time Really Is Different for the Economy. We use the term “Octoberphobia” to describe the phenomenon of major market drops occurring during the month. Market calamities can become a self-fulfilling prophecy, so stay on the lookout. Just Look at the Job Market’s Confounding Strength.

Economics 245

Economics Banking Accounting Media 245

The Big Picture

MARCH 3, 2023

2000-13 : Secular bear market did not make new highs until March 2013 2018 : ~20% pullback as the economy slowed, FOMC hiked.

Marketing 336

Marketing Marketing Economics Portfolio 336

Carson Wealth

DECEMBER 9, 2024

Optimism over lower taxes, a stronger economy, animal spirits, and strong earnings all were likely reasons for the surge. The economy created 227,000 jobs in November, close to expectations, which somewhat made up for the low 36,000 number in October (revised up from 12,000). 6 million level we saw in 2018-2019. Hires fell to 5.3

Marketing 68

Marketing Marketing Economy Manufacturing 68

Carson Wealth

DECEMBER 2, 2024

In the past decade it has been only the 10 th best month, thanks in part to a 6% drop in 2022 and a 9% crash in 2018. The past few weeks we’ve discussed why we think this bull market is alive and well, but we also see no major reasons to expect the economy to fall into a recession in 2025.

Marketing 74

Marketing Marketing Economy Compliance 74

Brown Advisory

MAY 31, 2018

NOW 2018 | Free Trade, Tariffs and Trouble achen Thu, 05/31/2018 - 11:17 Current news of tariffs and trade wars is the latest evidence that the ideology of free trade and globalization is under attack. This uncertainty could drag the economy down if it begins to affect business decisions and overall sentiment. trade partners.

Education 52

Education Communication Clients Media 52

Brown Advisory

MAY 31, 2018

NOW 2018 | Free Trade, Tariffs and Trouble. Thu, 05/31/2018 - 11:17. This battle isn’t being fought in classrooms or among academics (most economists view free trade as broadly beneficial for the global economy), but on the front lines of social media. businesses and major U.S. trade partners.

Education 52

Education Communication Clients Media 52

Carson Wealth

OCTOBER 23, 2023

The economy has strong momentum, with growth accelerating since the first half of the year. 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. Through June 2023, the economy grew 2.4%

Marketing 143

Marketing Marketing Economy Retail 143

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 77

Marketing Marketing Government Economy 77

Brown Advisory

MAY 31, 2018

NOW 2018 | What is the Economic Impact of Political Polarization? achen Thu, 05/31/2018 - 09:11 The U.S. economy has improved markedly since the 2008–09 credit crisis. We’ve had 90 straight months of positive job growth and a near-record 36 consecutive quarters of economic expansion.

Economics 52

Economics Budgeting Government Clients 52

Brown Advisory

MAY 31, 2018

NOW 2018 | What is the Economic Impact of Political Polarization? Thu, 05/31/2018 - 09:11. economy has improved markedly since the 2008–09 credit crisis. We’ve had 90 straight months of positive job growth and a near-record 36 consecutive quarters of economic expansion.

Economics 52

Economics Budgeting Government Clients 52

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

The Big Picture

MARCH 29, 2023

Investor Amnesia ) • 50 Tech Leaders Circulated A Private Memo In Washington Calling For Action On SVB : As SVB careened towards catastrophe, some 50 founders, VCs, economists and comms experts gathered in a WhatsApp group to draft a memo calling for urgent preservation of its deposits for the sake of the broader economy.

Retirement 147

Retirement Budgeting Economy Banking 147

Brown Advisory

MARCH 30, 2018

Outlook for 2018 | Confronting the Unknown. Fri, 03/30/2018 - 11:57. We welcome your thoughts and comments and look forward to discussing these issues with you throughout 2018. . . . . Throughout 2017, our meetings and conversations with clients very frequently focused on the topic of risk. company.

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

Discipline Funds

MAY 1, 2024

The latest JOLTS report showed the lowest levels of quits since early 2018 when Core PCE inflation was around 2%. That’s why there’s so much debate about things like the Phillip’s Curve – Monetary Policy doesn’t have to work thru just one facet of the labor market and the economy.

Marketing 110

Marketing Marketing Economy 110

Trade Brains

FEBRUARY 22, 2024

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 Yes Bank vs IDFC Bank : Banks are the economic engine. 2020-21 ₹ 7,428.35 ₹ 7,383.03

Banking 104

Banking Planning Accounting Retail 104

Nationwide Financial

FEBRUARY 8, 2023

Much of the bullish perspective on this current rally centers on hopes that the Federal Reserve can engineer a soft landing for the economy. See 1987 and 2018.) Only twice since World War II has the stock market followed double-digit losses in the previous year, with a gain of over 5% in January. (It It happened in 1967 and 1975.)

Risk Tolerance 103

Risk Tolerance Engineering Economy Investments 103

Trade Brains

NOVEMBER 17, 2023

Fundamental Analysis Of Waaree Renewable Technologies : Electricity is a necessity and there would be no commercial activity in the economy without energy. 2018-19 7.04 -1.87 Industries and Households require electricity in day-to-day activities and operations. Financial Year Revenue (Cr.) Net Profit (Cr.) 2022-23 350.96 2021-22 161.5

Government 115

Government Engineering Distribution Planning 115

Trade Brains

NOVEMBER 6, 2023

Successful businesses and the economy both rely on the movement of people. In light of the COVID lockdown and resulting slowdown in the economy, we have begun to observe a recovery in business, and this growth is reflected in the price of its shares. 2018-19 3,652.45 Earnings remain volatile till the volume stabilizes.

Planning 105

Planning Transportation Engineering Manufacturing 105

Trade Brains

JANUARY 29, 2024

As the economy grows, electricity consumption is projected to reach 15,280 TWh in 2040 from 4,926 TWh in 2012. 2018-19 ₹ 5,024.69 ₹ 2,654.05 2018-19 ₹ -1,537 ₹ 1,366.56 2018-19 -1.36 2018-19 -0.99 Most of the demand will come from the real estate and transport sectors. Suzlon SJVN 2022-23 ₹ 5,970.53 ₹ 2,938.35

Planning 111

Planning Government Accounting Transportation 111

Trade Brains

FEBRUARY 14, 2024

to the country’s GDP by building infrastructure to support 45% of the modal freight share of the economy. 2018-19 ₹ 1,710.77 ₹ 215.79 2018-19 ₹ - 22.52 ₹ 88.67 The railway sector in India aims to contribute about 1.5% Particulars/ Financial Year Revenue (Cr.) Titagarh Railsystems Jupiter Wagons 2022-23 ₹ 2,779.59 ₹ 2,068.24

Planning 105

Planning Manufacturing Transportation License 105

Carson Wealth

AUGUST 12, 2024

The current number remains consistent with the 2018-2019 average, despite a larger labor force now. The insured unemployment rate also hasn’t deviated meaningfully from what we’ve seen the past couple of years or the 2018-2019 average.

Marketing 95

Marketing Marketing Numbers Economy 95

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

Trade Brains

JULY 23, 2022

This means that the industry plays a very important role in the Indian economy. 2018 2019 2020 2021 2022. However, it is important to note that over the last five years, from 2018 to 2022, revenue for Hindalco has grown at a CAGR of 11.11%. Company / Year 2018 2019 2020 2021 2022. 2018 2019 2020 2021 2022.

Government 96

Government Investments Investing Economy 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. Historically, bond values are set to rise (and the inverse yield falls) when recession hits and markets go down to spur investment back into the economy. Yo-yo Stock Markets.

Portfolio 91

Portfolio Retirement Accounting Economy 91

Trade Brains

MAY 23, 2023

FY 2021-22 Annual Report Going forward, a variety of factors such as a slowdown in China, low-cost Indian producers, better research & development capabilities, and economies of scale will likely drive the growth of the chemicals sector in India. Source: Laxmi Organic Industries Ltd. Fiscal Year RoCE RoE 2023 TBA TBA 2022 20.9

Planning 105

Planning Manufacturing Sales Pharmaceutical 105

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

MARCH 4, 2024

The economy continues to appear in good shape. s consumer-driven economy. More Signs the Economy Is Holding Up Looking Under the Hood at Inflation On Thursday, we received inflation data from the Personal Consumption Expenditure Index (PCE), the Federal Reserve’s preferred metric of inflation. across 2018-2019.

Marketing 90

Marketing Marketing Economy Compliance 90

Carson Wealth

MAY 20, 2024

Despite the path of the economy, inflation, the election, geopolitics, or the Fed’s actions, what matters at the end of the day is what markets do. That’s the slowest pace since August 2021 and not far above the 2018-2019 average of 3.6%. but well above the 2018-2019 average of 3.2%. It rose at an annualized pace of 5.2%

Numbers 97

Numbers Marketing Marketing Insurance 97

MarketWatch

JUNE 29, 2023

Treasurys, which picked up further steam on Thursday after data showed the economy and labor market remaining surprisingly strong despite the U.S. Treasurys, which picked up further steam on Thursday after data showed the economy and labor market remaining surprisingly strong despite the U.S. regional banks. regional banks.

Government 75

Government Economy Budgeting Retirement 75

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 96

Marketing Marketing Economy Investments 96