Carson Wealth

DECEMBER 26, 2023

It is simple, but not easy.” — Warren Buffett, Berkshire Hathaway Looking ahead to 2024, there are four reasons for bulls to smile. Going against the crowd will always ruffle feathers, but we saw many reasons to do it then, and we see many more to expect continued good times in 2024. Here’s our final reason to be bullish in 2024.

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Carson Wealth

OCTOBER 7, 2024

The 12 months ending September 2024 saw the S&P 500 gain an incredible almost 35%, for one of the best 12-month returns in recent history. year over year as of the second quarter of 2024, versus 4.6% Employment between April 2023 and March 2024 was revised down by 818,000. In fact, consumer credit is up only 1.6%

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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. We expect rate cuts in 2024, perhaps starting in May. And that is what is happening now.

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Carson Wealth

AUGUST 12, 2024

The late week rebound was supported by better economic data, including some good jobs-related numbers. But as the week progressed things calmed down and better economic data showed fears of a recession were once again overblown. pullback we’ve seen in 2024 in better perspective. We don’t expect 2024 to be any different.

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Carson Wealth

APRIL 1, 2024

DON’T FEAR A STRONG START TO THE YEAR It’s April 1, and the first quarter of 2024 is in the books. 2024 is off to a strong start. The Conference Board’s widely followed Leading Economic Index finally had its first monthly gain after 23 consecutive months of declines. The logical question is: How much is too much?

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Carson Wealth

JANUARY 8, 2024

2023 Stock Gains Suggest a Solid (But Not Spectacular) 2024 The S&P 500 finally fell last week after nine consecutive weeks of gains, the longest weekly winning streak since 2004. The extreme strength since late October is consistent with major bull markets, and we expect this overall upward trend to continue in 2024.

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Carson Wealth

AUGUST 19, 2024

Given stocks are up more than 14% this year currently, we do expect to see potentially more gains before 2024 is over. We didn’t expect 2024 to be any different and sure enough, it hasn’t been. S&P 500 Index gains weren’t the only sign that the retail sales report shifted the market picture of the economic outlook.

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Carson Wealth

NOVEMBER 4, 2024

That’s not bad, but that’s clearly a slowdown from what we saw in the first quarter of 2024, when monthly job growth averaged 267,000. Between mid-2023 and mid-2024, we saw the unemployment rate move higher even as payroll growth remained fairly strong. range (or even lower) in Q4 2024 and Q1 2025.

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Trade Brains

SEPTEMBER 22, 2024

Now India is at the forefront of the economic boom. The average ticket size as on June 30th 2024 was around 30 lakhs. As of June 30, 2024, Bajaj Housing Finance has a wide network of 215 branches across 174 locations in India. Their Assets Under Management (AUM) as of June 30th, 2024 stood at Rs. 2,88,665 crore.

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Carson Wealth

JANUARY 16, 2024

Carson Investment Research 2024 Market Outlook: Seeing Eye to Eye We are targeting a total return of 11-13% for the S&P 500 Index in 2024 and 4-6% for the Bloomberg U.S. Consensus has moved toward our view in 2024, but we still see quite a bit of gloom out there, with several strategists holding to their recession calls.

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Carson Wealth

OCTOBER 23, 2023

Economic indicators across consumption, income, industry and the labor market don’t point to a recession. Let’s Call It Like It Is: The Economy Is Strong, and There’s No Recession on the Horizon A year ago, a Bloomberg Economics model projected a recession within the next 12 months with 100% probability.

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Trade Brains

OCTOBER 4, 2024

crore, which will open on 8th October 2024. The issue will close on 10th October 2024 and be listed on the exchange on 15th October 2024. crores in Fiscal 2024, reflecting a robust Compound Annual Growth Rate (CAGR) of 41.4%. The company is going for fresh issues of Rs. crore and an offer for sale of Rs. Let’s dive in!

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Carson Wealth

SEPTEMBER 25, 2023

They updated their economic projections, which captures their views on what the economy, employment, and inflation will do under appropriate monetary policy. The expectation for GDP growth in 2024 was also increased from 1.1% In June, the Fed projected the 2024 rate at 4.6%, implying 1% worth of cuts. by the end of 2024.

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Carson Wealth

DECEMBER 11, 2023

Multiple signs indicate there won’t be a recession in 2024, which contradicts what many expect. We broke this down as a percentage of disposable income to keep it consistent, but it tells a story not often told and suggests no recession is coming in 2024. The consumer remains strong and household balance sheets are in good shape.

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Marketing Marketing Economy Compliance 142

Carson Wealth

DECEMBER 4, 2023

Inflation continues to come back to earth, suggesting it will no longer be a headwind in 2024. The Fed is now expected to cut rates in 2024, which should help support both stock and bond markets. On top of that, we expect disinflation to continue into 2024. What sparked the historic rally? in 2023 and 2.6% 5.50% to the 4.0-4.25%

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Carson Wealth

AUGUST 5, 2024

Economic data last week showed the economy slowing more than expected, adding to worries about a potential recession. Thursday’s set of economic data saw initial jobless claims rise to their highest level in a year, alongside a weak manufacturing ISM number. Houston, We Have Turbulence The S&P 500 fell 2.0% Source: St.

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Carson Wealth

MARCH 25, 2024

As Lee Corso would say, “Not so fast, my friends.” From the end of 2019 through March 15, 2024, the S&P 500 has gained 71%. Going into this meeting, a big question was whether Fed members would lower that projection to just two cuts in their summary of economic projections (the dot plot). But where did those 71 points come from?

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Carson Wealth

MAY 13, 2024

.” — Dr. Seuss 2024 came out swinging. Economic data remains supportive, according to the Carson Leading Economic Indicator, which is pointing to above-trend growth. Economic data remains supportive, according to the Carson Leading Economic Indicator, which is pointing to above-trend growth. and 28 other countries.

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Trade Brains

FEBRUARY 26, 2024

2500 Cr which will open on 28th February 2024. The issue will close on 1st March and be listed on the exchange on 6th March 2024. Source: RHP As of January 31, 2024, the projects owned, operated, and managed by the Project SPVs are approximately 497.3 This will be India’s 2nd listed highway Infrastructure Investment Trust.

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Trade Brains

SEPTEMBER 13, 2024

These investors evaluate market conditions and adjust their tactics based on regional economic indicators as well as worldwide trends. KFin Technologies leverages cutting-edge technology to enhance efficiency and ensure compliance, offering a range of services tailored to the needs of the financial sector.

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Carson Wealth

DECEMBER 18, 2023

13, was important for two reasons: The Federal Reserve acknowledged that inflation is easing faster than expected, and Fed members will likely start cutting rates in the first half of 2024. In their updated “ Summary of Economic Projections ,” they revised their estimates of core inflation for 2023 down from 3.7% Wednesday, Dec.

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Carson Wealth

FEBRUARY 12, 2024

As we wrote in our 2024 Outlook, “Seeing Eye to Eye” ( download here ), productivity growth is a game-changer for the economy. The reality is we haven’t seen the impact of AI yet on a broad economic level. Since the end of 2021, through January 2024 (two years and one month), forward capex has grown 21%. equities in particular.

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Carson Wealth

JANUARY 22, 2024

As discussed in our 2024 Market Outlook, we believe the rate cuts would support a 4-6% total return for the Bloomberg U.S. Aggregate Index in 2024. For a broad view of our expectations for the economy, stocks, and bonds in 2024, download our 2024 Market Outlook. by the end of 2024. by the end of 2024.

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Carson Wealth

NOVEMBER 27, 2023

These factors are tailwinds as we head into 2024 and likely beyond. Many economists believed factors such as the yield curve, M2 money supply, the Conference Board’s Leading Economic Indicators (LEI), and credit markets indicated trouble was coming and the consumer was cracking. Stocks Are Up Nicely The S&P 500 is up 20.5%

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Carson Wealth

SEPTEMBER 9, 2024

Here’s a nice way of showing that election years tend to rally in the usually weak summer months (like we saw in 2024), but also tend to peak right around now with weakness into late October perfectly normal. when we started 2024 and is now at 4.2% (unrounded, the unemployment rate fell from 4.25% in July to 4.22% in August).

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Carson Wealth

OCTOBER 14, 2024

More New Highs for 2024 We might sound like a broken record, but stocks made more new highs last week. Nonetheless, the S&P 500 is now up to 45 all-time highs in 2024, which already ranks as the ninth most ever. Nonetheless, the S&P 500 is now up to 45 all-time highs in 2024, which already ranks as the ninth most ever.

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Carson Wealth

NOVEMBER 20, 2023

In 2024, even a slightly less restrictive Fed may be welcomed by markets, which may cheer a federal funds rate of 4.5% In fact, we believe expectations for rate cuts in the first six months of 2024 will increase. Combined with easing housing inflation, all signs point to inflation falling further in 2024. at year-end.

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Carson Wealth

APRIL 29, 2024

increase in the last quarter of 2024. 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. Compliance Case # 02219915_042924_C The post Market Commentary: Is “Sell in May” Still Relevant?

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Carson Wealth

FEBRUARY 20, 2024

Big picture: The bull market is alive and well, and we continue to expect higher prices overall in 2024. The timing of the first cut has been pushed out to June and investors are pricing in about four rate cuts in all of 2024, equivalent to 1%. With respect to policy, we still expect rate cuts in 2024. Headline CPI rose 0.3%

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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. The picture for March 2024 looks closer to what it did in December 2019, rather than June 2022. In March 2024, 36% of categories had inflation rates above 4%. 5.50%) for a tad longer.

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Marketing Marketing Economy Numbers 97

Carson Wealth

FEBRUARY 26, 2024

Overall, the bull market is alive and well and we continue to expect further gains for the S&P 500 in 2024. Use cases are expanding across industries, reflecting an overall focus on increasing productivity that may have long-lasting effects, a theme we discussed in our 2024 Outlook Seeing Eye to Eye. AI is not only a NVIDIA story.

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Carson Wealth

JUNE 20, 2023

The Fed is (Finally) Acknowledging the Economy’s Resilience Along with interest rate projections, Fed members also updated their economic projections. Despite projecting more rate hikes, Fed members seem to believe that economic growth will be stronger than they expected in March and the unemployment rate lower.

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Carson Wealth

JUNE 10, 2024

2024 is one of the better starts to a year ever, but you’d never know it if all you looked at were the headlines. The Bureau of Labor Statistics (BLS) actually measures this, via a metric called “part-time employment for economic reasons.” MAY”be we have a positive signal from the strong May. Did you see what I did there?

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Marketing Marketing Economy Numbers 142

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

MARCH 18, 2024

Overall, we’re still confident about maintaining our Outlook 2024 estimate of stocks gaining between 11-13% this year. These points indicate we’re still on track to see interest rate cuts in 2024 but fewer than what the market expected at the beginning of the year. We’ve always believed the Fed is likely to cut rates by 0.75-1%

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Carson Wealth

MARCH 11, 2024

Although conditions are quite stretched near term, we continue to expect higher prices in 2024. That’s a solid foundation for additional economic gains that ultimately could push stock prices higher. In the history of the S&P 500, stocks have never risen that quickly with such consistent weekly gains.

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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. The global demand for these minerals on average is expected to only grow to 2%–3%, whereas in India, these demands are expected to grow by almost 5%–9%.Due

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