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. As we look ahead to 2024, we want to share with you some of our team’s favorite charts on the year. Some are perhaps unorthodox, but they tell us a lot about 2023 while setting the scene for 2024.

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Marketing Marketing Economy Manufacturing 86

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. million jobs.

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Marketing Marketing Economy Numbers 96

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. Absolutely, but we would use that as an opportunity to benefit from potentially higher prices before 2024 is done.

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Marketing Marketing Manufacturing Economics 95

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. Strong Job Numbers Are Good News for the Economy and Markets There’s been valid concern that employment conditions are deteriorating, ever so slowly. in April 2023 to 4.3% in July of this year.

Marketing 95

Marketing Marketing Economy Economics 95

Carson Wealth

JANUARY 29, 2024

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. We expect rate cuts in 2024, perhaps starting in May. Economy: This Time Was Different, and That’s a Big Deal The U.S.

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Marketing Marketing Economy Government 96

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. Fed officials are now acknowledging that inflation can fall even as the economy remains strong and unemployment stays low.

Marketing 96

Marketing Marketing Economy Compliance 96

Carson Wealth

NOVEMBER 4, 2024

If the economy remains strong (as we expect), that would matter much more than just about anything else. Here’s What the October Payroll Report Really Tells Us About the Economy October payrolls were a big disappointment, with job growth clocking in at just 12,000. on average, well above the 7.1% average seen in all years.

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Marketing Marketing Economy Numbers 95

Nerd's Eye View

MAY 22, 2024

Further, critics of non-compete agreements argue that they restrict dynamism in the overall economy by making it harder for businesses to hire (as the pool of applicants will be smaller in industries where non-competes are prevalent ), and for employees subject to non-competes to start new companies.

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Financial Advice Commission Clients Financial Advisor 210

Carson Wealth

AUGUST 12, 2024

As scary as last week was, even the best years tend to see volatility and some scary headlines, so to think 2024 would be any different was probably foolish. pullback we’ve seen in 2024 in better perspective. We don’t expect 2024 to be any different. peak to trough intra-year as well. That puts the 11.5% rally and 8.5%

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Marketing Marketing Numbers Economy 95

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%. Keep in mind that even two cuts for an economy that’s running strong is a welcome tailwind for growth. Fed officials upgraded their economic growth projections for 2024 from 1.4%

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Marketing Marketing Economy Manufacturing 96

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.

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Marketing Marketing Economy Numbers 140

Carson Wealth

SEPTEMBER 25, 2023

The Fed made a big shift in its projections and is now much more bullish on the economy. Expectations for a stronger economy also mean the Fed is projecting fewer rate cuts next year. Two: Fed members are buying that the economy is strong. That is a huge shift and an acknowledgement that the economy is strong.

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Marketing Marketing Economy Government 95

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. Stocks have ended each of the first three months of 2024 higher. by the end of the first quarter, which is a little different than the approximately 10% gain so far in 2024. While our U.S.

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Marketing Marketing Economy Economics 96

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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Marketing Marketing Economy Portfolio 97

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. Market participants, strategists, policymakers, and the economy rarely saw eye to eye. Aggregate Bond Index. What a strange year we had in 2023.

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Investing Investments Marketing Marketing 96

Carson Wealth

OCTOBER 23, 2023

The economy has strong momentum, with growth accelerating since the first half of the year. 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. Through June 2023, the economy grew 2.4%

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Marketing Marketing Economy Retail 143

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% That is particularly meaningful because households have more income to spend elsewhere — keeping consumption and the economy humming. Inflation data last week likely took an additional rate hike off the table.

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Marketing Marketing Economy Distribution 95

Risk Management Guru

NOVEMBER 20, 2023

In 2024, the financial services industry is likely to face a number of new challenges, such as the continued impact of inflation, the potential for a recession, and the increasing risk of cyberattacks. Regulatory compliance : The regulatory landscape is constantly changing.

Risk Management 105

Risk Management Financial Services Management Compliance 105

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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Marketing Marketing Numbers Food 95

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.

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Marketing Marketing Economy Numbers 97

Carson Wealth

AUGUST 19, 2024

As we will discuss below in more detail, we still believe the US economy is just fine. 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. But are we out of the woods yet?

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Retail Marketing Marketing Sales 95

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. The 2024 estimate was revised from 2.6% They moved the 2024 rate estimate from 5.1% Wednesday, Dec. Let’s start with the Fed meeting.

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Marketing Marketing Economy Investing 95

Carson Wealth

APRIL 29, 2024

The Headline GDP Number Masks a Strong Economy The economy grew 1.6% increase in the last quarter of 2024. Excluding these categories provides a much clearer picture of actual spending and production in the economy, i.e., final demand after adjusting for inflation. in the first quarter, after adjusting for inflation.

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Marketing Marketing Economy Government 96

Carson Wealth

JUNE 10, 2024

May job growth surprised to the upside with the economy adding a robust 272,000 jobs. 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. How the consumer is tapped out, the economy is headed for a recession, only a few stocks are going up, and so on endlessly.

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Marketing Marketing Economy Numbers 142

Carson Wealth

JUNE 17, 2024

in 2024 (including dividends). 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. The index is now up 14.6%

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Marketing Marketing Valuation Economy 82

Carson Wealth

NOVEMBER 27, 2023

The economy remains strong, the consumer is healthy, the wall of worry is intact, and manufacturing is bottoming. These factors are tailwinds as we head into 2024 and likely beyond. 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.

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Marketing Marketing Manufacturing Retail 96

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. Furthermore, the construction sector is expected to contribute 15% to the Indian economy by 2030, potentially making India the third-largest construction market globally. Let’s dive in!

Engineering 52

Engineering Portfolio Management Compliance 52

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. equities in particular.

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Marketing Marketing Economy Investing 96

Carson Wealth

MAY 13, 2024

“ Sometimes the questions are complicated and the answers are simple.” — Dr. Seuss 2024 came out swinging. While some cracks may be forming, the economy remains on firm footing. Admittedly, it can be hard to get a full picture of the economy as the data rolls in week after week. and approaching an all-time high.

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Marketing Marketing Economy Economics 97

Trade Brains

SEPTEMBER 22, 2024

As land prices soar across the world, especially in growth economies they tend to get more pricier. 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. Housing is a basic necessity for humans. crore in FY23.

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Assets Portfolio Retail Planning 96

Carson Wealth

MARCH 4, 2024

The economy continues to appear in good shape. s consumer-driven economy. Lastly, the first two months of 2024 are continuing a rally that began in the final two months of 2023. Ultimately, what matters for an economy that runs mostly on consumption is inflation-adjusted income growth. The S&P 500 was up 19.9%

Marketing 88

Marketing Marketing Economy Compliance 88

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 economy remains on firm footing overall, and we expect record earnings this year. 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%.

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Marketing Marketing Economy Medicine 96

Carson Wealth

MARCH 11, 2024

Although conditions are quite stretched near term, we continue to expect higher prices in 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. Bank stocks were outright collapsing, with many down 90%.

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Marketing Marketing Economy Retirement 96

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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Marketing Marketing Valuation Economy 96

Carson Wealth

APRIL 8, 2024

economy continues to look solid, with markets rallying Friday after a stronger-than-expected jobs report. Of course, markets will ultimately respond to movement in the economy and corporate America, which we discuss below. economy, and the job market is leading the way. last week, getting the first quarter off to a slow start.

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Marketing Marketing Valuation Economy 96

Trade Brains

SEPTEMBER 13, 2024

As FPIs look for possibilities in India’s expanding economy, this trend keeps going. 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. The revenue rose to ₹838 crore in 2024, with a net profit of ₹246 crore.

Wealth Management 59

Wealth Management Banking Management Portfolio 59

Carson Wealth

JULY 8, 2024

The economy added 206,000 jobs in June, ahead of expectations of 190,000. In fact, this has already held true for 2024, since the S&P 500 has already made a new all-time high in July.) Fortunately, the doers drive the economy; the thinkers only report on it. In fact, since 1950 it has never happened. Doers are optimists.

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Marketing Marketing Economy Numbers 97