Carson Wealth

MAY 6, 2024

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. As the chart shows: In December 2019, just 10% of categories had inflation rates above 4% year over year. annual pace between 2005 and 2019.

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Marketing Marketing Economy Numbers 97

Carson Wealth

JANUARY 29, 2024

Instead, this is what happened: The economy accelerated in 2023, with GDP growth rising 3.1%, well above the 2010-2019 trend of 2.4% and 2017-2019 pace of 2.8%. That’s well above the 2010-2019 average of 2.4% average between 2005 and 2019 and closer to the late 1990s. and indicates the economy has strong momentum.

Marketing 97

Marketing Marketing Economy Government 97

Carson Wealth

JULY 24, 2023

pace of growth between 2010 and 2019, but it also matches the pace of growth over the three years prior to the pandemic (2017-2019) when economic growth picked up. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 98

Marketing Marketing Economy Retail 98

Carson Wealth

SEPTEMBER 30, 2024

From the end of 2019 through 2024 Q2, real GDP growth was revised up from 9.4% over the entire 2010-2019 era, and even over the relatively stronger 2017-2019 period, it grew only 2.8%. That’s lower than the 2019 average of 7.3%, but not that much lower. annualized pace from 2005-2019). points: Germany grew just 0.3%

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Marketing Marketing Manufacturing Economics 96

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

OCTOBER 7, 2024

That’s higher than anything we saw between 2001 and 2019 (when it peaked at 80.4%). in 2019, 5.9% Since the end of 2019, the S&P 500 is up 92%. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. in September.

Marketing 96

Marketing Marketing Economy Economics 96

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%.) Keep in mind that the Fed was easing rates even in 2019, amidst a solid job market. Right now, the three-month average of July-September job growth is 148,000 (ignoring October).

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%

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Marketing Marketing Economy Retirement 97

Carson Wealth

SEPTEMBER 23, 2024

Yes, 2001 and 2007 are in there, as you’ve probably heard many times the past week if you’ve watched financial media at all. 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.

Marketing 96

Marketing Marketing Economy Economics 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%. As of February, starts are up 35% from the prior year and are now 27% above the 2019 average. Permits, which are a sign of future supply, are up 30% year-over-year and 19% higher than the 2019 average.

Marketing 97

Marketing Marketing Economy Manufacturing 97

Carson Wealth

APRIL 29, 2024

in the first quarter, well above the 2010-2019 average pace of 2.4%. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. Compliance Case # 02219915_042924_C The post Market Commentary: Is “Sell in May” Still Relevant?

Marketing 97

Marketing Marketing Economy Government 97

Carson Wealth

DECEMBER 9, 2024

For reference, the 2019 average was 166,000. 6 million level we saw in 2018-2019. million level we saw in 2018-2019. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. Hires fell to 5.3 million a month, well below the 1.8-2.0

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Marketing Marketing Economy Manufacturing 69

Carson Wealth

DECEMBER 16, 2024

Still, lets focus on where excess inflation is coming from for CPI and compare the November data to December 2019 (when headline and core CPI were up 2.3% in December 2019. Thats adding 0.52%-points to excess headline CPI relative to December 2019, and 0.65%-points to excess core CPI. y/y versus the 2018-2019 average of 3.7%.

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Marketing Marketing Insurance Food 52

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%. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

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Marketing Marketing Food Compliance 98

Carson Wealth

MAY 20, 2024

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%. That’s similar to the pace of 2019. The chart below shows that it’s unusual for inflation of full-service meals (blue line) to run below core CPI inflation (green line), as is the case now.

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Numbers Marketing Marketing Insurance 97

Carson Wealth

NOVEMBER 6, 2023

million in 2019. In 2018-2019, financial stresses and a slowdown prompted an about-face and led the Fed to eventually cut rates. In 2020 March, facing a deep recession, the Fed didn’t hesitate to take rates to zero and instill a series of aggressive measures to ease stresses in financial markets.

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Marketing Marketing Economy Numbers 96

Carson Wealth

JULY 29, 2024

almost broke the economy in 2019. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. Remember, an upper bound on the fed funds rate target of just 2.5% for almost a year now.

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Marketing Marketing Economy Transportation 97

Carson Wealth

OCTOBER 30, 2023

Incredibly, the economy has grown faster than the 2017-2019 pace of 2.8%. Median net worth rose 37% between 2019 and 2022. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. That added 1.3 percentage points to the headline number.

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Marketing Marketing Economy Government 96

Carson Wealth

SEPTEMBER 11, 2023

That has helped the economy stay resilient and, in fact, grow faster over the past year than it did on average between 2010 and 2019. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. Who Holds U.S. Government Debt?

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Marketing Marketing Government Economy 93

Carson Wealth

MAY 13, 2024

The banking system has held up, and economic growth has run ahead of the pre-pandemic 2010-2019 trend. trend between 2010 and 2019. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. This was after many bears had turned bullish.

Marketing 97

Marketing Marketing Economy Economics 97

Carson Wealth

SEPTEMBER 16, 2024

Interestingly, August also had a perfect week, making this the first time since September and October 2019 we saw back-to-back months with a perfect week. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

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Marketing Marketing Economy Compliance 96

Trade Brains

SEPTEMBER 26, 2024

This model encompasses exchange listings, trading services, and clearing and settlement processes. It also includes indices, market data feeds, and financial education offerings. NSE also oversees compliance by its members and listed companies with relevant rules and regulations.

Compliance 90

Compliance Banking Management Risk Management 90

Carson Wealth

APRIL 17, 2023

The first signal is the S&P 500 had its best first quarter since 2019, up 7.0%, which came on the heels of a 7.1% The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. Housing inflation may also be turning a corner.

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Marketing Marketing Food Economy 98

Carson Wealth

NOVEMBER 13, 2023

annual pace, which is faster than the 2010-2019 pace of 1.2%. It’s also 40% above the 2010-2019 average and 4% above the 2005-2007 average. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. What About Artificial intelligence (AI)?

Marketing 96

Marketing Marketing Economy Startup 96

Carson Wealth

JUNE 17, 2024

For reference, the corresponding pace in 2019 was 3.6% (which is consistent with the Federal Reserve’s target of 2% inflation). Inflation for this category peaked at 9% year over year in 2022 but it has pulled all the way back to 3.5% – which is where it was in late 2019. In Q4 2023, rent and OER averaged an annualized pace of 5.4%.

Marketing 86

Marketing Marketing Valuation Economy 86

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

SEPTEMBER 9, 2024

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% The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. back in May). That’s historically low. from 2005-2007.

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Marketing Marketing Economy Economics 72

Trade Brains

NOVEMBER 15, 2023

IREDA IPO – About The Industry The outstanding credit of major financing Non-Banking Financial Companies (“NBFCs”) reached roughly ₹9,399 billion in Fiscal 2023, at a 10% CAGR from Fiscal 2019. Such non-compliance in the future can adversely affect the company’s reputation, cash flows and results of operations.

Government 59

Government Compliance Commission Banking 59

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. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. This is more evidence that inflation has normalized.

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Marketing Marketing Numbers Food 96

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%

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Marketing Marketing Food Compliance 52

Carson Wealth

MAY 15, 2023

However, as the chart below shows, that’s still higher than 2018-2019 when monthly increases averaged about 0.3%. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. But that has decelerated to an average rate of about 0.5%

Marketing 52

Marketing Marketing Food Economy 52

Carson Wealth

APRIL 8, 2024

For perspective, payroll growth averaged 166,000 in 2019. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. With positive revisions to January and February, payroll growth averaged 276,000 a month in the first quarter.

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Marketing Marketing Valuation Economy 96

Carson Wealth

DECEMBER 18, 2023

3% in 2023 after adjusting for inflation, which would be above the 2010-2019 trend. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. Strong household balance sheets and solid income growth have led to a resilient economy.

Marketing 96

Marketing Marketing Economy Investing 96

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

AUGUST 21, 2023

Vehicle production is now higher than it was at any point in 2019. Vehicle production has rebounded to the highest level it has been since 2018, which means it’s even higher than at any point in 2019. Compliance Case # 01874792_081423_C The post Market Commentary: Weak Seasonality Still in Play appeared first on Carson Wealth.

Marketing 52

Marketing Marketing Economy Retail 52

Carson Wealth

JUNE 5, 2023

During the last expansion, 2010-2019, average annual payroll growth was 2.2 The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. Compliance Case # 01787581 The post Breakout Confirmed appeared first on Carson Wealth.

Economy 52

Economy Numbers Compliance Banking 52

Carson Wealth

JULY 10, 2023

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 NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

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Marketing Marketing Economy Manufacturing 52