Carson Wealth

JUNE 10, 2024

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 142

Marketing Marketing Economy Numbers 142

Carson Wealth

JANUARY 8, 2024

A “Goldilocks” December jobs report highlights sustained momentum for the economy as it continues its path to normalization. So, although last year was quite the run, we need to remember just how bad 2022 was. That is the longest stretch since the late 1960s, which indicates the economy is in a healthy place. million jobs.

Marketing 96

Marketing Marketing Economy Numbers 96

Carson Wealth

OCTOBER 30, 2023

While economic growth may have peaked in the third quarter, we expect the economy to remain supportive. With the economy on firm footing and sentiment turning pessimistic, we remain optimistic a significant year-end rally is still possible. The Energizer Bunny Economy You just can’t put this economy down. Despite the U.S.

Marketing 96

Marketing Marketing Economy Government 96

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. The economy ran above trend last year, despite high interest rates.

Marketing 96

Marketing Marketing Economy Government 96

Carson Wealth

SEPTEMBER 11, 2023

Strong wage growth and lower inflation have helped the economy stay resilient. in 2022 during a horrible bear market and 4.8% Why Has the Economy Stayed Resilient? A large part of the economy’s resilience has to do with a strong labor market that has surprised many economists and market-watchers. Who Holds U.S.

Marketing 92

Marketing Marketing Government Economy 92

Carson Wealth

MAY 13, 2024

While some cracks may be forming, the economy remains on firm footing. We’ve been overweight equities since December 2022 and remain there today, as we expect to see stocks move to new highs this summer and the bull market to continue. Admittedly, it can be hard to get a full picture of the economy as the data rolls in week after week.

Marketing 97

Marketing Marketing Economy Economics 97

Carson Wealth

APRIL 8, 2024

economy continues to look solid, with markets rallying Friday after a stronger-than-expected jobs report. However, a break in early 2022 indicated elevated odds that the rest of the year could be dicey. These include some of the worst years in stock market history, including 1973, 1974, the tech bubble, 2008, and 2022.

Marketing 96

Marketing Marketing Valuation Economy 96

Carson Wealth

AUGUST 12, 2024

In the end, Monday was the worst day since September 2022, while Thursday was the best day since November 2022. Taken together these numbers tell us that hiring has slowed but concerns about the economy have not led to a big pick-up in layoffs. But point to point, the S&P 500 ended the week almost exactly where it began.

Marketing 95

Marketing Marketing Numbers Economy 95

Carson Wealth

JULY 31, 2023

After a large reversal Thursday, stocks bounced back Friday, bolstered by the continued impressive performance of the economy (further details below). Instead of saying the economy grew at a “modest” pace, Fed members said it’s growing at a “moderate” pace. Moderate” is Fedspeak for a strong economy. The economy grew 2.4%

Economy 52

Economy Marketing Marketing Compliance 52

Carson Wealth

JANUARY 16, 2024

We believe the odds of a recession remain low, with continued income growth, a recovery in rate-sensitive cyclical areas of the economy, and untapped potential for productivity gains helping to support the expansion. Market participants, strategists, policymakers, and the economy rarely saw eye to eye.

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Investing Investments Marketing Marketing 96

Carson Wealth

MAY 6, 2024

This Bull Market Is Still Young As we’ve been saying for close to 18 months, we think we are in a new bull market and the economy will avoid a recession over the coming year. The April jobs number showed a healthy job market while easing concerns that the economy is overheating. Not much has changed, and we still feel this way.

Marketing 97

Marketing Marketing Economy Numbers 97

Carson Wealth

JULY 24, 2023

economy has accelerated over the past year, defying calls of recession amid the Fed’s aggressive rate hikes. In sum: Not only is there no recession, but the economy does not even appear to be headed for a “landing” at this point. Right now, it says the economy grew 2.4% Recent data suggest a major slowdown is not in the cards.

Marketing 98

Marketing Marketing Economy Retail 98

Carson Wealth

NOVEMBER 27, 2023

The economy remains strong, the consumer is healthy, the wall of worry is intact, and manufacturing is bottoming. The Consumer Is Strong We’ve been hearing for two years that the consumer was tapped out and the economy was headed for a recession. Stocks rallied again last week and are now up four weeks in a row.

Marketing 96

Marketing Marketing Manufacturing Retail 96

Carson Wealth

SEPTEMBER 18, 2023

As the chart below shows, the primary driver of disinflation over the past year, from a peak of 9% in June 2022 to 3% in June 2023, was falling energy prices. Housing inflation ran at an annualized pace of 8-10% between June 2022 and February 2023. Inflation, as measured by the Consumer Price Index (CPI), rose 0.6%

Marketing 95

Marketing Marketing Economy Retail 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 96

Marketing Marketing Economy Retirement 96

Carson Wealth

MARCH 4, 2024

The economy continues to appear in good shape. s consumer-driven economy. At Carson, we have been overweight equities since late 2022. As of the fourth quarter of 2023, ECI for private sector workers was running at an annualized pace of 3.7%, well below peak levels in 2022 to early 2023. across 2018-2019.

Marketing 88

Marketing Marketing Economy Compliance 88

Carson Wealth

SEPTEMBER 30, 2024

The economy continues to surprise to the upside, as we will discuss more below. With earnings hitting new highs and the economy continuing to expand, it’s no wonder stocks have hit 42 new all-time highs in 2024. By the way, with the revision there was no “technical recession” in 2022. The economy grew at an annualized pace of 2.4%

Marketing 95

Marketing Marketing Manufacturing Economics 95

Carson Wealth

NOVEMBER 20, 2023

That is particularly meaningful because households have more income to spend elsewhere — keeping consumption and the economy humming. Headline inflation has pulled all the way back from 9% year-over-year in June 2022 to 3.2% to the Fed’s target of 2%, he believes demand must moderate, which means the economy must slow to below trend.

Marketing 95

Marketing Marketing Economy Distribution 95

Carson Wealth

MARCH 25, 2024

A Dovish Fed Signals Rate Cuts Amid a Strong Economy — That’s Bullish The Federal Reserve left rates unchanged at its March meeting, but the headline takeaway was that the median official continues to project three interest rate cuts in 2024, each worth 0.25%. That’s a big jump and acknowledgement that the economy is strong.

Marketing 96

Marketing Marketing Economy Manufacturing 96

Carson Wealth

FEBRUARY 12, 2024

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. at the end of 2022 to 2.6%

Marketing 96

Marketing Marketing Economy Investing 96

Carson Wealth

OCTOBER 14, 2024

Last Saturday marks the official two-year birthday of the bull market that started on October 12, 2022. As long-time readers know, Carson Investment Research has been on record since November of 2022 that the lows were indeed in and prices were going higher, and that the economy would surprise to the upside and avoid a recession.

Marketing 95

Marketing Marketing Numbers Food 95

Carson Wealth

NOVEMBER 13, 2023

ECONOMY The economy saw blockbuster productivity growth in the third quarter. ECONOMY: PRODUCTIVITY GROWTH COULD BE A GAME CHANGER Lost in all the consternation over a weak payroll report this month was robust productivity data, which was released earlier. But this was not because the productive capacity of the economy expanded.

Marketing 96

Marketing Marketing Economy Startup 96

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

JULY 8, 2024

The economy added 206,000 jobs in June, ahead of expectations of 190,000. Fortunately, the doers drive the economy; the thinkers only report on it. The economy created 206,000 jobs last month, above expectations for a 190,000 increase. These down cycles can adversely impact the productive capacity of the economy in future years.

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Marketing Marketing Economy Numbers 97

Good Financial Cents

DECEMBER 14, 2022

Chief Compliance Officer. A chief compliance officer ensures financial institutions adhere to all applicable laws and regulations. To keep a business running smoothly and help avoid costly non-compliance fees, CCOs monitor company policy and compliance. Bureau of Labor Statistics (2022, Sep.8) Insurance Advisor.

Budgeting 88

Budgeting Compliance Accounting Insurance 88

Carson Wealth

FEBRUARY 26, 2024

We Aren’t Alone Anymore A year ago, we told anyone who would listen that the economy would likely avoid a recession and stocks were going to have a great year. Since avoiding a recession is normal, falling concern about the economy isn’t contrarian in itself, but we do lose some extra fuel from bearish views unwinding.

Marketing 96

Marketing Marketing Valuation Economy 96

Trade Brains

SEPTEMBER 26, 2024

NSE also oversees compliance by its members and listed companies with relevant rules and regulations. Financial Highlights Of NSE IPO Financial Year Mar 2020 Mar 2021 Mar 2022 Mar 2023 Mar 2024 Revenue (Crores) 3,508 5,625 8,929 11,856 14,780 Net Profit (Crores) 1885 3573 5198 7356 8306 EBITDA(Crores) 2,706 4690.98 crores in 2024.

Compliance 90

Compliance Banking Management Risk Management 90

Carson Wealth

SEPTEMBER 16, 2024

You have to go back to mid-October 2022 and the end to that vicious bear market for the last time we saw a reversal like that. The bottom line is if the economy was truly about to fall apart like so many economists keep telling us, we’d expect to see more weakness in high-yield bonds right here. intraday but up more than 1% at close.

Marketing 95

Marketing Marketing Economy Compliance 95

Carson Wealth

APRIL 1, 2024

As long-time followers of this commentary know, we’ve been quite bullish on both the stock market and the economy for well over a year now. but all major economies based on their individual economic sensitivities, which we can then roll up to regional and global leading indicators. Could stocks fall in April? While our U.S.

Marketing 96

Marketing Marketing Economy Economics 96

Carson Wealth

JANUARY 2, 2024

The economy surprised, the consumer remained resilient, stocks soared, and even bonds did well on the year thanks to a late-innings rally. Emerging from the depths of the 2022 bear market, the introduction of ChatGPT illuminated the potential of AI for the layman, igniting a remarkable surge in related tech stocks.

Marketing 86

Marketing Marketing Economy Manufacturing 86

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. Broad commodity prices are not surging like they did in 2022 (oil prices have fallen close to 10% since early April), which means a commodity-driven supply shock is not in the cards for now.

Numbers 96

Numbers Marketing Marketing Insurance 96

Carson Wealth

AUGUST 19, 2024

As we will discuss below in more detail, we still believe the US economy is just fine. While retail sales drew the most interest, there was a flood of economic data yesterday and there were some signs that the Fed’s tight policy continues to weigh on the economy. Yes, it might be slowing some, but slowing doesn’t mean a recession.

Retail 95

Retail Marketing Marketing Sales 95

Carson Wealth

APRIL 15, 2024

Gas prices have risen this year, but we’re a long way away from the energy price surge of mid-2022. The Strong Economy Not Causing Inflation to Accelerate Outside of shelter and motor vehicle insurance, most categories are seeing disinflation or an outright fall in prices. Repair costs are also rising. It was up just 3.3%

Marketing 96

Marketing Marketing Food Insurance 96

Carson Wealth

APRIL 17, 2023

Over the past year, inflation has risen 5%, well off the peak of 9% from June 2022. The chart below shows annualized growth rates of disposable income, employee compensation (across all workers in the economy), and inflation. That’s positive for consumer spending, which makes up 70% of the economy. We’re not there either.

Marketing 98

Marketing Marketing Food Economy 98

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 95

Marketing Marketing Economy Investing 95

Carson Wealth

JANUARY 22, 2024

For a broad view of our expectations for the economy, stocks, and bonds in 2024, download our 2024 Market Outlook. That bear eventually ended in October 2022, and since then stocks have defied many experts, who continually (and incorrectly) touted a weakening economy, tapped-out consumer, and many other reasons to doubt the new bull market.

Marketing 97

Marketing Marketing Economy Portfolio 97

Carson Wealth

JUNE 17, 2024

And companies can grow earnings as long as the global economy grows, which is something it has been doing much more often than not for several millennia. There have been short-term fluctuations when the economy has slowed, but the overall trend has been strong. economy can continue to grow, and the rest follows.

Marketing 82

Marketing Marketing Valuation Economy 82