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Market Commentary: The Summer Rally Continues Amid Strong Job Gains

Carson Wealth

May job growth surprised to the upside with the economy adding a robust 272,000 jobs. How the consumer is tapped out, the economy is headed for a recession, only a few stocks are going up, and so on endlessly. What Matters for the Economy: Consumption (and Incomes) Consumption runs on incomes, and the picture there is positive.

Marketing 143
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Parent Companies who are coming up with IPOs of their subsidiaries

Trade Brains

HDFC Bank – HDB Financial Services HDFC Bank , one of India’s leading private sector banks, is preparing to unlock value from its non-banking finance arm, HDB Financial Services. This move involves HDFC Bank diluting its stake in HDB Financial Services by nearly 10%. 10 billion.

Banking 111
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Yes Bank vs IDFC Bank – Financials, Future Plans & More

Trade Brains

The higher the asset quality of banks, the better the state of the economy. Growing income and population can drive demand for goods and services in the long run. Banks facilitate the flow of money in markets following monetary policy, which determines the economy’s growth and decline. 2021-22 ₹ 1,064.05 ₹ 132.30

Banking 104
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Market Commentary: The Case Against a Stock Market Bubble

Carson Wealth

More recently, the meme stock craze of 2021 stands out as a bubble. The Nasdaq has been practically flat since November 2021. That doesn’t exactly scream stocks have gone too far, does it? We’ve been overweight equities since December 2021, and we’re comfortable staying there. Trust me, there were many.

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Market Commentary: S&P 500 Tops 5,000. What’s Next?

Carson Wealth

But now we have a healthy economy, well-contained inflation, a Federal Reserve set to cut rates, improving productivity, record earnings, and stocks at all-time highs. As we wrote in our 2024 Outlook, “Seeing Eye to Eye” ( download here ), productivity growth is a game-changer for the economy. equities in particular.

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Market Commentary: Slow Start For Stocks Despite Solid Job Gains

Carson Wealth

A “Goldilocks” December jobs report highlights sustained momentum for the economy as it continues its path to normalization. The last time the S&P gained 20% (2021), stocks moved into a bear market the following year (2022), but the nine years before that (and 10 of the last 11) markets gained after a 20% year.

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Market Commentary: Is “Sell in May” Still Relevant?

Carson Wealth

The Headline GDP Number Masks a Strong Economy The economy grew 1.6% Excluding these categories provides a much clearer picture of actual spending and production in the economy, i.e., final demand after adjusting for inflation. After adjusting for inflation, the economy is almost 1% larger than the CBO projected.