Carson Wealth

SEPTEMBER 23, 2024

Stocks Like Rate Cuts The big story this week was the Fed cutting interest rates for the first time since March 2020. If they are cutting due to a panic (think March 2020) or due to a recession (like in 2001 or 2007) potential trouble could indeed be lurking. First things first, why are they cutting?

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Carson Wealth

APRIL 29, 2024

Residential investment (housing activity) added the most to GDP growth since the fourth quarter of 2020. 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. appeared first on Carson Wealth.

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Carson Wealth

JANUARY 29, 2024

In 2022, positive economic data typically led to a sell-off in the stock market, and weak data often led to a rally. Strong economic growth and better data should be viewed positively, as it shows the economy isn’t falling into a recession. And that is what is happening now. The bull market continued last week, setting new highs.

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Carson Wealth

SEPTEMBER 30, 2024

The Bearish Narratives Look Even Worse Now We just got a slew of economic data revisions from the Bureau of Economic Analysis (BEA) and our first response was, Wow! above what the CBO projected back in January 2020. That’s because in the US, a recession is officially “dated” by the National Bureau of Economic Research (NBER).

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Carson Wealth

AUGUST 19, 2024

2016 and 2020, for instance, both saw significant weakness leading up to the election, then strong rallies after. Given the somewhat gloomy economic expectations still baked into the market following the weaker-than-expected August 2 jobs report, the market response was decisively positive. But are we out of the woods yet? versus a 0.2%

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Carson Wealth

OCTOBER 7, 2024

Hiring also seems to have pulled back a lot, with the Job Openings and Labor Turnover Survey (JOLTS) telling us that the hiring rate (hires as a percent of the labor force) has pulled back to 3.3% — a rate we last saw in 2013 (excluding the peak pandemic months in 2020). Right now, that’s running at a 3-month annualized pace of 4.4%.

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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.

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Carson Wealth

NOVEMBER 6, 2023

The y-axis in the chart below is removed to show the layoff rate more clearly (layoffs surged in March-April 2020 during the pandemic). 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%.

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Carson Wealth

FEBRUARY 12, 2024

A Strong Labor Market Is Key A lot of hiring took place in 2021 and 2022, with the economy more than recovering all the jobs lost in 2020. The reality is we haven’t seen the impact of AI yet on a broad economic level. Compliance Case # 02111765_021224_C The post Market Commentary: S&P 500 Tops 5,000. equities in particular.

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The Big Picture

SEPTEMBER 10, 2024

In doing so, I thought this conversation was really quite fascinating, and I think you will also, especially if you’re not only interested in equity, but curious as to how to combine various aspects of market functions, valuation, economic cycle, fed actions into one coherent strategy. But generally starts with the economic cycle.

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Carson Wealth

MARCH 11, 2024

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. to 80.7%, which is higher than at any point between July 2001 and February 2020. That’s a solid foundation for additional economic gains that ultimately could push stock prices higher.

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Carson Wealth

JANUARY 16, 2024

DOWNLOAD OUR 2024 MARKET OUTLOOK The Macroeconomic Backdrop As we look to the year ahead, our proprietary Leading Economic Index (LEI) indicates even lower odds of a recession than 2023. Our Market Views This economic environment should support solid earnings growth and improved margins, leading to a good year for markets.

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Carson Wealth

NOVEMBER 13, 2023

Since 2020, productivity has averaged a 1.4% 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. Productivity subsequently fell in 2022, “reversing” the gains from 2020-2021. Productivity surged after the pandemic hit.

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Carson Wealth

JANUARY 2, 2024

The Manufacturing Renaissance is Here Sonu Varghese, VP and Global Macro Strategist I’ve never seen an economic chart like this, especially one related to factory construction. in October 2022 and causing a heap of pain since the summer of 2020. This is a massively underrated story of what’s happening in the U.S.

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Carson Wealth

SEPTEMBER 9, 2024

There was a five-month win streak heading into September in 2020 and stocks fell nearly 4%. 2016 and 2020 both saw stock weakness ahead of contentious elections, only to see stocks soar at the end of the year once the election uncertainty was behind us. Year-end rallies are quite normal after the election is out of the way.

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Trade Brains

SEPTEMBER 17, 2023

The company has established itself in 3 business verticals, Consulting : Environment Impact Assessment, ESG and Climate Change, Environmental Compliance, Environmental Due Diligence, DPR and designing, Training and sensitization, Environmental crime investigation. billion in 2020 is projected to reach USD 50.9

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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. has now raced ahead of other developed markets in economic growth since the pandemic. 31, 2018, through Dec.

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Carson Wealth

OCTOBER 14, 2024

Between January 2017 and February 2020 (pre-pandemic), headline CPI inflation average 2.1%, and core averaged 2.2% (annualized). Margins are up 29% since before the pandemic (February 2020), but as you can see in the chart below (top panel), they’ve flatlined over the last two years. This is more evidence that inflation has normalized.

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Good Financial Cents

JANUARY 11, 2023

Financial managers are the captains of the financial industry, mapping out the course for a company’s future and guiding them through tough economic times. However, with job growth projected at 8% between 2020 to 2030, CFOs can enjoy a competitive salary with rewarding opportunities for career advancement. . Financial Analyst.

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Carson Wealth

MARCH 27, 2023

There are certainly more questions than answers right now, and yes, the odds of a recession have increased as banks will tighten lending, which could lead to an economic slowdown. Still, economic data is improving. Think back to March 2003, March 2009, and March 2020. One of the best reasons to be bullish is very few people are.

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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. Perhaps the best news is that inflation is falling, and poised to fall even further, without a rise in unemployment and an economic slowdown. That comes out to a very impressive 12.2%

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Carson Wealth

MAY 22, 2023

Economic data continues to come in strong, including for retail sales and vehicle production. Housing starts and permits data are turning around as builders become more confident about the economic outlook. Housing may no longer be a drag on economic growth the rest of this year. The housing market is showing signs of recovery.

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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.)

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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. annualized pace between the first quarter of 2020 and the first quarter of 2023, or the 1.5% Over the last year, productivity grew 2.9%. That is well above the 1.1%

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Risk Management Guru

AUGUST 12, 2020

Everything from elections and politics to discordant weather, ever-updating regulations, poor economic events, and the health of the labor market can cause a disruption that trickles (or flows) directly to you. Close the gaps on those risks by: Ensuring the quality of each contract/contractor that you come in contact with. A 360° View.

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The Big Picture

SEPTEMBER 19, 2022

You graduate Harvard in 1990, with an Economics and Computer Science degree, perfect for the explosion of the Internet; a PhD from MIT and Information Technology in ‘96. And from a public market, that sounds like it’s a compliance and conflict nightmare. And I’ve been investing in a lot of computer companies over the years.

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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. Any adverse impact on the U.S. economy is likely to be minimal.

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Trade Brains

OCTOBER 31, 2023

Despite the economic slowdown in Fiscal 2020, bank deposits grew by around 9%. The total assets of the public and private banking sectors increased significantly since 2020. There was also a shift of deposits from private-sector banks to public-sector banks. In 2022-23, they were US$ 1,553.57 billion and US$ 901.3

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Carson Wealth

APRIL 3, 2023

The 2022 number is a 53% increase from 2021, which itself saw a 54% increase from 2020. The increase from 2020-2022 was partly due to companies recognizing that supply chains extending across the world are vulnerable to disruptions and geopolitical events. The other reason is manufacturing investment in the U.S.

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Carson Wealth

AUGUST 21, 2023

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. Higher Interest Rates for Longer, Much Longer Equity markets have pulled back despite the run of strong economic data. Here’s a quick recap.

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Carson Wealth

JANUARY 22, 2024

While new highs were set before bear markets in 1987, 2000, 2007, and 2020 in recent memory, the market has also made spectacular gains following new highs. In early 2020, the Aggregate Bond Index (Agg)’s yield would have had to climb just 0.2% They are perfectly normal. In general, these records have not been warning signs.

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Carson Wealth

MARCH 18, 2024

in February, the slowest monthly pace since August 2020. 1% in 2024, and we haven’t changed that view, assuming economic growth continues along trend. Compliance Case # 02160863_031824_C The post Market Commentary: Stocks Still in a Sweet Spot Despite Modest Declines appeared first on Carson Wealth.

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Carson Wealth

DECEMBER 26, 2023

Americans are Feeling More Jolly It’s been a puzzle as to why Americans have been in a funk, despite strong economic growth, low unemployment, rising incomes (even after adjusting for inflation), and even strong consumption trends. A diversified portfolio does not assure a profit or protect against loss in a declining market.

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Marketing Marketing Investments Investing 89

Carson Wealth

APRIL 8, 2024

The measure is at 80.7%, exactly where it was a year ago and higher than at any point between July 2001 and February 2020. 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. But does a strong labor market raise inflation concerns?

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The Big Picture

JANUARY 21, 2025

I did it during the coronavirus collapse in 2020, and I did it again in 2022. It was just a struggle from day one, particularly in the regulatory environment that is the securities business between lawyers and compliance people. And I think it partly depends on the economic comfort in which you grew up. I did it in 2000, 2002.

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Investments Investing Management Retirement 147

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.

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The Big Picture

JULY 26, 2022

RITHOLTZ: Not the one in 2020. WEAVER: But if we can hit our target — RITHOLTZ: We all have compliance departments. So when you look at this macro environment, it seems to be pretty supportive of economic expansion generally. 09, the financial crisis? WEAVER: ’08. ‘0. RITHOLTZ: Okay. WEAVER: Yes. WEAVER: Right.

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