Cornerstone Financial Advisory

JULY 11, 2022

Recession fears were supported by an inversion in the yield curve and updated second-quarter Gross Domestic Product projections indicating the economy is ready to contract. Source: Econoday, July 8, 2022 The Econoday economic calendar lists upcoming U.S. Bancorp (USB), The PNC Financial Services Group, Inc.

Marketing 52

Marketing Marketing Taxes Economics 52

Carson Wealth

AUGUST 5, 2024

Economic data last week showed the economy slowing more than expected, adding to worries about a potential recession. Monthly nonfarm payrolls came in weak, adding to the worries about the overall strength of the economy. Lower rates could provide a jump to the economy on both fronts. Source: St.

Marketing 137

Marketing Marketing Economy Numbers 137

James Hendries

OCTOBER 4, 2022

Given the country’s weak economy, due in large part to stringent zero-COVID-19 measures that have led to strict and prolonged lockdowns, coupled with a debt-laden property market, authorities in Beijing and throughout the Chinese provinces will need to focus on reviving the country’s economic underpinning. At the same time, U.S.

Marketing 52

Marketing Marketing Economy Economics 52

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 94

Marketing Marketing Economy Economics 94

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 93

Marketing Marketing Economy Government 93

Carson Wealth

OCTOBER 30, 2023

While economic growth may have peaked in the third quarter, we expect the economy to remain supportive. Consumer services and government spending are likely to remain strong contributors to growth in the final quarter of the year. The Energizer Bunny Economy You just can’t put this economy down. Despite the U.S.

Marketing 92

Marketing Marketing Economy Government 92

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 91

Marketing Marketing Manufacturing Economics 91

Carson Wealth

AUGUST 12, 2024

We saw both strong services data and a move lower in initial jobless claims, sparking the big late week rally. In the end, Monday was the worst day since September 2022, while Thursday was the best day since November 2022. But point to point, the S&P 500 ended the week almost exactly where it began.

Marketing 90

Marketing Marketing Numbers Economy 90

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 91

Marketing Marketing Numbers Food 91

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 85

Marketing Marketing Government Economy 85

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 80

Marketing Marketing Economy Compliance 80

Trade Brains

JUNE 14, 2024

Businesses wouldn’t be able to access capital for growth, individuals would struggle to manage their finances and the overall economy would grind to halt. Banks are the lifeblood of any economy. On 6th of October 2022, Prashanth kumar was appointed as CEO and MD of Yes bank. in 2022 and 6.8% in FY 2022 to 7902.4

Banking 105

Banking Retail Accounting Assets 105

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.

Investing 92

Investing Investments Marketing Marketing 92

Trade Brains

OCTOBER 21, 2024

While silver production is less significant to Russia’s economy compared to its gold, platinum, and palladium industries, the decision to acquire silver for reserves could be a strategic move to leverage its natural resources and bolster its economic position. million ounces.

Electronics 59

Electronics Medical Manufacturing Banking 59

Brown Advisory

MARCH 18, 2022

CIO Perspectives Webinar, 2022 Asset Allocation Outlook mhannan Fri, 03/18/2022 - 06:42 Markets have been unsteady at the start of 2022, driven by geopolitical tensions, inflation, and concerns about equity valuations. This year’s report examines several issues that the team is monitoring as we head into 2022.

Asset Allocation 52

Asset Allocation Assets License Government 52

Brown Advisory

MARCH 18, 2022

CIO Perspectives Webinar, 2022 Asset Allocation Outlook. Fri, 03/18/2022 - 06:42. Markets have been unsteady at the start of 2022, driven by geopolitical tensions, inflation, and concerns about equity valuations. CIO Perspectives Webinar, 2022 Asset Allocation Outlook . The war in Ukraine is causing even more uncertainty.

Asset Allocation 52

Asset Allocation Assets License Government 52

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 140

Marketing Marketing Economy Numbers 140

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 92

Marketing Marketing Valuation Economy 92

Carson Wealth

MARCH 11, 2024

The bottom line is the economy is strong because the labor market is strong. The S&P 500 fell an eventual 57% from its October 2007 peak before bottoming on March 9, 2009, and finally ending the global financial crisis (GFC) bear market. The global economy was in shambles, and people were losing their jobs all around.

Marketing 93

Marketing Marketing Economy Retirement 93

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 93

Marketing Marketing Economy Manufacturing 93

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 94

Marketing Marketing Economy Numbers 94

Trade Brains

DECEMBER 31, 2022

Indexes play an important role as they also stand in the representation of a country’s market and economy. Financial Services HDFCBANK 8.96%. Financial Services ICICIBANK 7.76%. Financial Services HDFC 5.94%. Financial Services KOTAKBANK 3.31%. Financial Services BAJFINANCE 2.19%.

Financial Services 95

Financial Services Healthcare Banking Portfolio 95

Trade Brains

MARCH 8, 2024

This benefited multiple companies that earn from activities in the financial markets. Both of them have millions of clients and offer financial services. Through its innovative approach and digital prowess, Angel One Limited continues to play a pivotal role in shaping the financial landscape for millions of Indians.

Planning 59

Planning Financial Services Retail Distribution 59

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 92

Marketing Marketing Manufacturing Retail 92

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 93

Marketing Marketing Economy Investing 93

Trade Brains

JULY 18, 2022

Hence it’s safe to say that the IT sector is growing at twice the rate of the economy. However, since the beginning of the year 2022, the index has been volatile. So far in 2022, the index has given a total return of 14.02%. And so far in 2022, the sector has declined by 6.87% and dropped by 16.23% in May alone.

Financial Services 52

Financial Services Banking Insurance Economy 52

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 91

Marketing Marketing Economy Distribution 91

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 91

Marketing Marketing Economy Retail 91

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.

Marketing 94

Marketing Marketing Economy Numbers 94

Trade Brains

MAY 17, 2024

Fundamental Analysis Of Cholamandalam Investment & Finance Company – Company Overview Established in 1978, Cholamandalam Investment and Finance Company Limited (also known as Chola) is the financial services & lending arm of the Murugappa Group. 8 Lakh Cr as per CIBIL’s September 2022 report.

Investing 59

Investing Investments Planning Assets 59

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 91

Marketing Marketing Economy Compliance 91

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

JULY 10, 2023

The S&P 500 has not broken the August 2022 peak, and consumer discretionary is outperforming consumer staples. As long as discretionary stocks outperform staples and the S&P 500 remains above the August 2022 peak, the surprise summer rally likely has legs. The big picture is the economy is normalizing.

Marketing 52

Marketing Marketing Economy Manufacturing 52

Trade Brains

FEBRUARY 22, 2024

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. 2020-21 ₹ 7,428.35 ₹ 7,383.03

Banking 104

Banking Planning Accounting Retail 104

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 92

Marketing Marketing Valuation Economy 92

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 92

Marketing Marketing Economy Startup 92

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 92

Marketing Marketing Economy Numbers 92