A Wealth of Common Sense

DECEMBER 23, 2022

economy in 2022. A lot of people thought it was a foregone conclusion that we were either (a) already in a recession in 2022 or (b) destined to go into one in short order. There were a lot of surprises for the U.S.

Economy 99

Economy Marketing Marketing 99

Abnormal Returns

SEPTEMBER 27, 2024

nytimes.com) How China plans to boost the economy. sherwood.news) Economy Lower interest rates do not guarantee a soft landing. wsj.com) Do you remember the 'recession' of 2022? (sherwood.news) China The bounce back in Chinese stocks this week was impressive. axios.com) On a year-over-year basis, PCE inflation is 2.2%.

Financial Advising 276

Financial Advising Food Economy Media 276

The Big Picture

AUGUST 12, 2024

Do we simply ignore the growth in the size of the economy and the U.S. Economy in 2022 was $25,439.70B; in 2009, it was $14,478.06B; ignore that also? That none of these things occurred makes me wonder why we still pay attention to these deficit hawks. population? Do we just ignore that?

Economy 347

Economy Taxes Investing Investments 347

The Big Picture

MAY 16, 2024

The Misery Index — the combination of Inflation and unemployment — failed as a bearish criticism of the economy. But if Stagflation is your reason for being negative, you run into a similar problem: Growth has been robust, unemployment low, and inflation is way below its June 2022 highs.

Advertising 317

Advertising Economics Economy Banking 317

Calculated Risk

NOVEMBER 7, 2022

This data shows the 7-day average of daily total traveler throughput from the TSA for 2019 (Light Blue), 2020 (Black), 2021 (Blue) and 2022 (Red). Black is 2020, Blue is 2021 and Red is 2022. The red line is for 2022, black is 2020, blue is the median, and dashed light blue is for 2021. Purple is for 2021, and Red is for 2022.

Economy 136

Economy Transportation Numbers Sales 136

Calculated Risk

SEPTEMBER 12, 2022

This data shows the 7-day average of daily total traveler throughput from the TSA for 2019 (Light Blue), 2020 (Black), 2021 (Blue) and 2022 (Red). Black is 2020, Blue is 2021 and Red is 2022. The red line is for 2022, black is 2020, blue is the median, and dashed light blue is for 2021. Purple is for 2021, and Red is for 2022.

Economy 145

Economy Transportation Numbers Sales 145

The Big Picture

JUNE 26, 2023

Rising rates, falling savings, increased deficits, dubious GDP : Ever since the yield curve inverted and warnings of “imminent recession” filled the air, the Philly Fed’s map of State Coincident Indexes has provided a good real-time snapshot of the state of the economy. Previously : Are We in a Recession? (No)

Economy 318

Economy Banking Marketing Marketing 318

Calculated Risk

SEPTEMBER 26, 2022

This data shows the 7-day average of daily total traveler throughput from the TSA for 2019 (Light Blue), 2020 (Black), 2021 (Blue) and 2022 (Red). Black is 2020, Blue is 2021 and Red is 2022. The red line is for 2022, black is 2020, blue is the median, and dashed light blue is for 2021. Purple is for 2021, and Red is for 2022.

Economy 137

Economy Transportation Numbers Sales 137

Abnormal Returns

OCTOBER 15, 2024

wsj.com) Economy The wealth effect helped keep us out of recession in 2022. (slate.com) Global Rally aside, are Chinese stocks really investable? economist.com) Governments are finding it difficult to boost birth rates. awealthofcommonsense.com) Household balance sheets are in good shape.

Financial Advising 280

Financial Advising Retail Media Government 280

Calculated Risk

SEPTEMBER 5, 2022

This data shows the 7-day average of daily total traveler throughput from the TSA for 2019 (Light Blue), 2020 (Black), 2021 (Blue) and 2022 (Red). Black is 2020, Blue is 2021 and Red is 2022. The red line is for 2022, black is 2020, blue is the median, and dashed light blue is for 2021. Purple is for 2021, and Red is for 2022.

Economy 140

Economy Transportation Numbers Sales 140

Calculated Risk

AUGUST 8, 2022

This data shows the 7-day average of daily total traveler throughput from the TSA for 2019 (Light Blue), 2020 (Black), 2021 (Blue) and 2022 (Red). Black is 2020, Blue is 2021 and Red is 2022. The red line is for 2022, black is 2020, blue is the median, and dashed light blue is for 2021. Purple is for 2021, and Red is for 2022.

Economy 140

Economy Transportation Numbers Sales 140

Nationwide Financial

FEBRUARY 28, 2023

The spike in job creation and consumer spending in January showed that the slower trend of economic growth at the end of 2022 did not carry into the new year. The post The economy remains hot, likely too hot for the Fed appeared first on Nationwide Financial.

Economy 98

Economy Economics Marketing Marketing 98

Calculated Risk

AUGUST 1, 2022

This data shows the 7-day average of daily total traveler throughput from the TSA for 2019 (Light Blue), 2020 (Black), 2021 (Blue) and 2022 (Red). Black is 2020, Blue is 2021 and Red is 2022. The red line is for 2022, black is 2020, blue is the median, and dashed light blue is for 2021. Purple is for 2021, and Red is for 2022.

Economy 144

Economy Transportation Numbers Sales 144

The Big Picture

AUGUST 10, 2022

US Economy Facing Growth Recession. ?. Source: Bloomberg , August 9th, 2022. Bloomberg, August 8, 2022. August 9, 2022). The Trouble with Consumer Sentiment (July 8, 2022). Sentiment LOL (May 17, 2022). Sentiment LOL (May 17, 2022). Too Many Bears (May 3, 2022). by Matthew A.

Wealth Management 301

Wealth Management Economy Management Investing 301

The Big Picture

SEPTEMBER 1, 2023

I have been saying since June 2022 that inflation had peaked; the data has been leaning that way since May 2022. If you were watching the video instead of the still pic , it was apparent that the biggest risk to the economy then was less rising prices than a tardy FOMC over-tightening.

Economy 313

Economy 313

The Big Picture

APRIL 9, 2024

As the charts above show, the economy on a state-by-state basis has markedly improved from Q4 2023’s softening. Since it’s been a few months, I thought we could take a quick look at the Federal Reserve Bank of Philadelphia’s State Coincident Indicators out for both January and February 2024.1 ” The 12-month change is +2.9%

Banking 301

Banking Manufacturing Economy 301

Advisor Perspectives

JUNE 20, 2023

The spring of 2022 was rough for the US economy. Markets plunged while inflation spiked. “Stagflation” was the word of the day, and for a period of time, there was some merit to that outlook.

Economy 52

Economy Marketing Marketing 52

James Hendries

JULY 13, 2022

We may not be flying into a storm, but there’s been plenty of turbulence the first part of 2022. How businesses, households, and central banks steer through the rough air will set the tone for markets over the second half of 2022. The sources of turbulence are clear.

Investment Advisor 98

Investment Advisor Banking License Insurance 98

The Big Picture

NOVEMBER 17, 2022

Most observers of the economy assumed the answer to his question was “some amount,” but I believe di Giovanni and his co-authors are the first to quantify it: “Our analysis of the relative importance of supply-side versus demand-side factors finds 60 percent of U.S. Liberty Street Economics, August 24, 2022). November 7, 2022).

Medicine 363

Medicine Economics Medical Economy 363

Cornerstone Financial Advisory

AUGUST 1, 2022

Undaunted by another Fed rate hike and news of a contracting economy, the stock market rallied last week on better-than-expected corporate earnings. Powell indicated that it might become appropriate to slow the pace of future hikes, and he didn’t believe the economy had entered into recession. Economy Contracts . Factory Orders.

Marketing 104

Marketing Marketing Taxes Economics 104

The Big Picture

MAY 4, 2023

I have been nurturing a pet thesis as to why higher minimum wages are a net positive for an economy: It acts as a transfer of revenue allocation from low-wage employers and franchisees from Capital to Labor. It stays local and is likely to benefit the regional economy. It has aa much smaller impact on the local economy.

Food 364

Food Economy Retail Retirement 364

MarketWatch

FEBRUARY 3, 2023

economy is showing strength. Biden said in a statement at the White House: "I'm happy to report that the state of our union, and the state of our economy, is strong." Employment grew even faster in the waning months of 2022 than previously reported, indicating the labor market was still quite robust. Biden spoke after the U.S.

Economy 98

Economy Government Numbers Marketing 98

The Big Picture

JANUARY 8, 2024

during 2022. in Q4 2023 – up ~36% since the October 2022 lows, and up 24.2% While some folks are suggesting that this is “Too far too fast,” I suggest putting it into context: As the chart above shows, the S&P 500 has been ~flat since its November 2021 peak, and essentially flat over 2022-23 calendar years.

Economy 329

Economy Banking Marketing Marketing 329

Calculated Risk

JANUARY 13, 2023

1) Economic growth: Economic growth was probably close to 1% in 2022 as the economy slowed following the economic rebound in 2021. How much will the economy grow in 2023? Defaulting on the debt with an already weak economy will likely push the economy into recession. For 2022, I used a 2.6% 2022 1 2.0%

Economy 109

Economy Sales Economics Investing 109

Calculated Risk

AUGUST 22, 2022

This data shows the 7-day average of daily total traveler throughput from the TSA for 2019 (Light Blue), 2020 (Black), 2021 (Blue) and 2022 (Red). Black is 2020, Blue is 2021 and Red is 2022. The red line is for 2022, black is 2020, blue is the median, and dashed light blue is for 2021. Purple is for 2021, and Red is for 2022.

Economy 116

Economy Transportation Numbers Sales 116

The Big Picture

OCTOBER 18, 2022

About a quarter of the October 2022 slides were focused on real estate. Sure, RRE/CRE is a huge part of the economy, so its health is always important. But for the purposes of our discussion about the state of the economy and rising interest rates, Real Estate is where the rubber meets the road. This is atypical.

Budgeting 363

Budgeting Economy Taxes Economics 363

Abnormal Returns

JANUARY 2, 2024

capitalspectator.com) 2023 was a welcome respite from 2022, market-wise. albertbridgecapital.com) Strategy 10 predictions for 2024 including 'The economy overheats.' theinformation.com) Economy State coincident indicators show a slowing economy. Markets How major asset classes performed in December 2023.

Financial Advising 283

Financial Advising Economy Media Assets 283

Abnormal Returns

DECEMBER 22, 2023

Markets Just how bad was the 2022-23 bond drawdown? ft.com) Why you should look at returns from 2022-23 as a whole. morningstar.com) Economy November PCE came in at 3.2% priceactionlab.com) Streaming Lionsgate ($LGF.A) is splitting Starz from its studio business. axios.com) What would a Warner Bros. down from 5.6% at the peak.

Financial Advising 276

Financial Advising Media Economy Economics 276

Integrity Financial Planning

JANUARY 9, 2023

The 2022 economic climate has been bumpy for most and, in some cases, even bumpier for retirees. Between 1991 and 2021, annual inflation averaged 2.5%, close to the Federal Reserve’s desired 2% target, which many believe to indicate a healthy economy. [1] 1] However, in 2022, this number spiked to 9.1% Inflation Pinched Pockets.

Accounting 97

Accounting Retirement Economics Financial Planning 97

James Hendries

SEPTEMBER 7, 2022

economy was in a recession, up from 53% in June and 48% in May.1 The NBER defines a recession as “a significant decline in economic activity that is spread across the economy and lasts more than a few months.” The economy added 372,000 jobs in June, the third consecutive month of gains in that range.

Economy 52

Economy Economics Retail Tax Planning 52

Calculated Risk

OCTOBER 31, 2022

This data shows the 7-day average of daily total traveler throughput from the TSA for 2019 (Light Blue), 2020 (Black), 2021 (Blue) and 2022 (Red). Black is 2020, Blue is 2021 and Red is 2022. The red line is for 2022, black is 2020, blue is the median, and dashed light blue is for 2021. Purple is for 2021, and Red is for 2022.

Economy 104

Economy Transportation Numbers Sales 104

The Big Picture

DECEMBER 1, 2022

Inflation is vanquished, the economy makes a soft landing, rainbows and sprinkles and unicorns! Parts of the economy suffer – notably residential real estate, new job creation, and consumer spending. This is why I put a 50% probability of markets finding a bottom sometime between October 2022 and March 2023. August 15, 2022).

Economy 289

Economy Economics Valuation Marketing 289

Calculated Risk

DECEMBER 26, 2022

This data shows the 7-day average of daily total traveler throughput from the TSA for 2019 (Light Blue), 2020 (Black), 2021 (Blue) and 2022 (Red). Black is 2020, Blue is 2021 and Red is 2022. The red line is for 2022, black is 2020, blue is the median, and dashed light blue is for 2021. Purple is for 2021, and Red is for 2022.

Economy 98

Economy Transportation Numbers Sales 98

The Big Picture

JANUARY 12, 2023

Shipping : The pandemic lockdown forced the economy to pivot from services to goods; demand soared as people were stuck living – and working – at home. Not surprisingly as economies re-opened, the demand for shipping containers for goods plummeted, along with prices reflected in the Baltic Dry Index and shipping costs.

Economy 293

Economy Economics Media Retirement 293

Calculated Risk

DECEMBER 5, 2022

This data shows the 7-day average of daily total traveler throughput from the TSA for 2019 (Light Blue), 2020 (Black), 2021 (Blue) and 2022 (Red). Black is 2020, Blue is 2021 and Red is 2022. The red line is for 2022, black is 2020, blue is the median, and dashed light blue is for 2021. Purple is for 2021, and Red is for 2022.

Economy 98

Economy Transportation Numbers Sales 98

Calculated Risk

OCTOBER 24, 2022

This data shows the 7-day average of daily total traveler throughput from the TSA for 2019 (Light Blue), 2020 (Black), 2021 (Blue) and 2022 (Red). Black is 2020, Blue is 2021 and Red is 2022. The red line is for 2022, black is 2020, blue is the median, and dashed light blue is for 2021. Purple is for 2021, and Red is for 2022.

Economy 106

Economy Transportation Numbers Sales 106

The Big Picture

JANUARY 13, 2023

it was only the combination of the global pandemic and lockdown, a massive fiscal stimulus, and a surge in demand for goods that have driven the 2020 to 2022 inflation. It’s natural to see a correlation between when the Fed began raising rates in March 2022, and inflation peaking soon after. December 9, 2022).

Economy 347

Economy Marketing Marketing 347