Carson Wealth

FEBRUARY 12, 2024

over the last three quarters of 2023, which is the largest non-recessionary gain since the late 1990s and more than double the pace of productivity growth between 2005 and 2019. As we wrote a week ago after the January payroll report was released, most indicators suggest the labor market is as strong as it was back in 2019.

Marketing 97

Marketing Marketing Economy Investments 97

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

Carson Wealth

OCTOBER 7, 2024

That’s higher than anything we saw between 2001 and 2019 (when it peaked at 80.4%). If you’re wondering why economic growth keeps exceeding a lot of people’s expectations, especially after recent upward revisions, here’s why: Income growth is powering the economy, as opposed to credit. in 2019, 5.9% in September.

Marketing 96

Marketing Marketing Economy Economics 96

Carson Wealth

SEPTEMBER 23, 2024

But we think now is more like the normalization cuts we saw in 1984, 1995, and 2019, all of which saw continued gains a year later. It turns out they are and the last time we saw this was in 2019. And if economic growth remains resilient, bond yields should not be moving lower. Are rate cuts near all-time highs normal?

Marketing 96

Marketing Marketing Economy Economics 96

Carson Wealth

JULY 8, 2024

That is the best ‘worst day of the month’ since November 2019 and second best since February 2017! That number has been trending down since earlier this year, but it’s at a healthy 177,000 right now, above the 166,000 average pace in 2019. million, which matches the 2019 average. That’s below the 2019 average of 3.9%

Marketing 97

Marketing Marketing Economy Numbers 97

Carson Wealth

JULY 29, 2024

Q2 GDP Growth Confirms Economic Resilience The economy grew at an annualized pace of 2.8% almost broke the economy in 2019. For markets, GDP is typically one of the least important economic data points because the numbers are relatively stale. At the same time, it’s the best broad measure of economic activity we have.

Marketing 97

Marketing Marketing Economy Transportation 97

Carson Wealth

MAY 6, 2024

So, it is likely that markets will continue to focus on the economic resilience and business resourcefulness that have been clearly demonstrated. It’s clear how inflation broadened out in June 2022 relative to December 2019. The picture for March 2024 looks closer to what it did in December 2019, rather than June 2022.

Marketing 97

Marketing Marketing Economy Numbers 97

Carson Wealth

NOVEMBER 4, 2024

In 2019, monthly job growth averaged 166,000 but we saw four months with 100,000 or fewer jobs created. The 2017-2019 pace was 3.1%.) If economic growth is expected to be strong, there’s presumably less reason for the Fed to cut rates by a lot. Keep in mind that the Fed was easing rates even in 2019, amidst a solid job market.

Marketing 96

Marketing Marketing Economy Numbers 96

Carson Wealth

MARCH 25, 2024

As Lee Corso would say, “Not so fast, my friends.” From the end of 2019 through March 15, 2024, the S&P 500 has gained 71%. Going into this meeting, a big question was whether Fed members would lower that projection to just two cuts in their summary of economic projections (the dot plot). But where did those 71 points come from?

Marketing 97

Marketing Marketing Economy Manufacturing 97

Carson Wealth

MAY 13, 2024

Economic data remains supportive, according to the Carson Leading Economic Indicator, which is pointing to above-trend growth. This is why we have our own Carson Leading Economic Indicator (LEI) for the U.S. The banking system has held up, and economic growth has run ahead of the pre-pandemic 2010-2019 trend.

Marketing 97

Marketing Marketing Economy Economics 97

Carson Wealth

OCTOBER 30, 2023

While economic growth may have peaked in the third quarter, we expect the economy to remain supportive. Keep in mind the trajectory of economic growth was not a given, considering the scale of the shocks. Incredibly, the economy has grown faster than the 2017-2019 pace of 2.8%. Median net worth rose 37% between 2019 and 2022.

Marketing 96

Marketing Marketing Economy Government 96

Carson Wealth

APRIL 29, 2024

in the first quarter, well above the 2010-2019 average pace of 2.4%. Here’s the Big Picture As noted above, economic growth remains strong when factoring in the most important parts of the economy: household consumption, investment, and even government spending. Think of it like core GDP. in the first quarter.

Marketing 97

Marketing Marketing Economy Government 97

Carson Wealth

NOVEMBER 6, 2023

million in 2019. The 10-year yield had been rising for a few months on the back of one strong economic data point after another, culminating in the third quarter GDP report, which showed the economy growing at 4.9%. And if economic growth is at risk, the Fed could act even more aggressively. Before the pandemic, this averaged 1.2-1.3%.

Marketing 96

Marketing Marketing Economy Numbers 96

Carson Wealth

MARCH 11, 2024

For perspective, monthly job growth in 2019 averaged 166,000. To break it down, income growth across the economy is a sum of: Employment growth Wage growth Growth in hours worked Over the last three months, income growth has run at an annualized pace of 4.7%, putting it right at the 2018-2019 average. That is true, but 3.9%

Marketing 97

Marketing Marketing Economy Retirement 97

Carson Wealth

JULY 17, 2023

Take note the other years they expected lower prices during the final six months of the year were 1999, 2019, 2020, and 2021. That’s still higher than the 2018-2019 average of about 3-3.5%. Perhaps the best news is that inflation is falling, and poised to fall even further, without a rise in unemployment and an economic slowdown.

Marketing 98

Marketing Marketing Food Compliance 98

Carson Wealth

NOVEMBER 13, 2023

annual pace, which is faster than the 2010-2019 pace of 1.2%. Economic output regained its pre-pandemic level by the first quarter of 2021, with 8 million fewer workers, which translated to higher productivity per worker. It’s also 40% above the 2010-2019 average and 4% above the 2005-2007 average.

Marketing 96

Marketing Marketing Economy Startup 96

Carson Wealth

SEPTEMBER 9, 2024

The good news is that the preponderance of economic data clearly tells us we’re not in a recession right now. That’s higher than anything we saw between 2001 and 2019 (when it peaked at 80.4%). from 2017-2019, and around 1.3-1.6% It’s correctly indicated every recession since 1970. back in May). That’s historically low.

Marketing 72

Marketing Marketing Economy Economics 72

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. 3% in 2023 after adjusting for inflation, which would be above the 2010-2019 trend.

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Marketing Marketing Economy Investing 96

Trade Brains

MAY 30, 2024

Fundamental Analysis Of Vedanta: The mining and metals industry stands as a cornerstone of global economic development, catering to a multitude of sectors, from infrastructure to technology. This can also be partially credited to its subsidiaries, such as Hindustan Zinc Ltd., Fiscal Year Revenue from operations (Cr.) Net profit (Cr.)

Planning 59

Planning Portfolio Electronics Compliance 59

Carson Wealth

JULY 5, 2023

on a total return basis, which marked the best start since 2019; the NASDAQ total return was up 22.9%, which was the best start in 40 years; and the NASDAQ-100 total return was up an incredible 40.3%, marking the best start to a year in the index’s history. since last year, and this pace is higher than at any point in 2019.

Marketing 52

Marketing Marketing Manufacturing Electronics 52

Carson Wealth

MAY 15, 2023

In the face of banking and economic concerns, stocks are holding the line. Stocks tend to lead the economy, so just because the economic headlines are poor now doesn’t mean they will be in the future. Stocks continued to hang tough last week in the face of economic and banking worries. in April 2023.

Marketing 52

Marketing Marketing Food Economy 52

Carson Wealth

NOVEMBER 20, 2023

We reviewed the items that make up core services ex housing — about 105 in the PCE data — and calculated the distribution of year-over-year price increases in three periods: December 2019, before the pandemic September 2022, near peak inflation September 2023, the most recent data The chart below shows how the distribution has evolved.

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Marketing Marketing Economy Distribution 96

Carson Wealth

AUGUST 21, 2023

Vehicle production is now higher than it was at any point in 2019. Resilient Economy May Be Accelerating Another month, another slew of economic data that not only shows the economy is resilient, but also that it may be accelerating. Investors are not expecting the Fed to raise rates any further despite the strong economic data.

Marketing 52

Marketing Marketing Economy Retail 52

Carson Wealth

JULY 10, 2023

We continue to hear predictions of a stock market fall and economic recession, but we disagree with both assessments. As we noted last week, June 2023 marked the second-best six-month start for the S&P 500 this century, beaten only by 2019. The idea is to provide an early warning signal about economic turning points.

Marketing 52

Marketing Marketing Economy Manufacturing 52

Carson Wealth

OCTOBER 14, 2024

over the past year (bottom panel of the chart), which is in line with what we saw before the pandemic in 2019. There is some concern that inflation is surging even as economic activity remains strong, the “no-landing” scenario. The good news is that as of September, profit margins for retailers/wholesalers were up 1.6%

Marketing 96

Marketing Marketing Numbers Food 96

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. per year between 2010 and 2019. What’s Happening in China?

Marketing 52

Marketing Marketing Economy Economics 52

Carson Wealth

AUGUST 14, 2023

In addition, credit card debt as a percentage of disposable income is 21%, which is still lower than it was at the end of 2019, when it was 22%, and well beneath the 2003-2019 average of 26%. between 2018 and 2019, which was consistent with core inflation running at 2% (the Fed’s target). Shelter inflation averaged 3-3.5%

Marketing 52

Marketing Marketing Food Compliance 52

Carson Wealth

APRIL 8, 2024

For perspective, payroll growth averaged 166,000 in 2019. The good news is there’s nothing in the economic data that suggests we’re on the verge of a labor-market-induced inflation surge. Compliance Case # 02190214_040824_C The post Market Commentary: Checking In on Market Fundamentals appeared first on Carson Wealth.

Marketing 96

Marketing Marketing Valuation Economy 96

Carson Wealth

MAY 1, 2023

Equities closed out April in strong form amid better-than-expected earnings and resilient economic data. Don’t Be Fooled by Headline GDP The Bureau of Economic Analysis reported that the U.S. The good news is there is a measure of economic growth that excludes this volatility, which is shown in the last lines of the previous table.

Marketing 52

Marketing Marketing Economy Numbers 52

Carson Wealth

JUNE 5, 2023

Recent economic data do not point to a recession. During the last expansion, 2010-2019, average annual payroll growth was 2.2 Compliance Case # 01787581 The post Breakout Confirmed appeared first on Carson Wealth. The stock market rally continued as the S&P 500 closed above the critical 4,200 level. million per year.

Economy 52

Economy Numbers Compliance Banking 52

Trade Brains

MAY 6, 2023

For the 4 year period between 2015 and 2019, the company showed sales worth ₹3098 Crores. Eventually, the company began defaulting on its loan payments in 2019. By 2019, the bank was already one of the top four private lenders in India. Although one may look at these good figures the story keeps getting worse.

Banking 52

Banking License Government Investing 52

Brown Advisory

APRIL 22, 2021

The potential of AI is seemingly limitless; AI solutions could contribute $15 trillion to the global economy in 2030 —more than the current economic output of China and India combined. And if and when regulatory frameworks solidify, the compliance requirements may inadvertently lead to rising concentration risk in the industry.

Ethics 52

Ethics Compliance Government Clients 52

Brown Advisory

APRIL 22, 2021

The potential of AI is seemingly limitless; AI solutions could contribute $15 trillion to the global economy in 2030 —more than the current economic output of China and India combined. And if and when regulatory frameworks solidify, the compliance requirements may inadvertently lead to rising concentration risk in the industry.

Ethics 52

Ethics Compliance Government Clients 52

Trade Brains

JULY 17, 2024

Why Adani companies are at the forefront of Indian Growth After a prolonged period of slowdown in the economy in 2019-20s, India went into recession in 2020 due to the Covid lockdown. These would yield more power on the economic part and can have high leverage for any bargaining part. crore in FY24.

Government 52

Government Transportation Economy Distribution 52

Brown Advisory

JANUARY 1, 2023

We believe that by investing in these customer-centric companies and having their economics compound over long periods of time we can generate attractive returns for our investors. We were excited when we got the opportunity to invest in Danish medical device manufacturer Coloplast in September, our first new health care company since 2019.

Investing 52

Investing Investments Valuation Clients 52

The Big Picture

AUGUST 20, 2024

So any compliance people listening, I’m just spitballing here. When we first saw this in, I wanna say 2019, it’s like, oh, I get it. Things like leading economic indicators, et cetera, are all consistent with historical recessions. That’s Barry saying it. That’s not Mike. You can do so much more now.

Assets 173

Assets Management Portfolio Taxes 173

The Big Picture

OCTOBER 5, 2024

You, you graduate western Kentucky in 2019, triple major financial management, economics and business data analytics. Yeah, I didn’t even know you could major in economics till I got to college. Like the fact that I didn’t know economics was a major until I got to college. I didn’t. You did not.

Economy 162

Economy Education Insurance Economics 162