Abnormal Returns

MAY 17, 2024

allstarcharts.com) Strategy Big round numbers don't matter unless you hold on. openvc.app) Economy Q2 2024 GDP is tracking in the mid-2%s. Markets Utility stocks are having a moment. barrons.com) Bonds seem to have bottomed. theirrelevantinvestor.com) There are two approaches to investing.

Financial Advising 264

Financial Advising Media Economy Numbers 264

Abnormal Returns

JULY 28, 2024

apolloacademy.com) Finance How cold-storage operator Lineage ($LINE) became the biggest IPO of 2024 so far. nytimes.com) The number of Americans earning the minimum wage keeps shrinking. ft.com) Economy The case for the Fed to cut rates. wsj.com) How the post-pandemic economy is messing with the Sahm Rule.

License 289

License Financial Advising Economy Economics 289

Abnormal Returns

OCTOBER 31, 2024

noahpinion.blog) Overestimating the number of immigrants in your country is universal. sherwood.news) The best horror movies of 2024, so far, including 'The Substance.' numlock.com) Economy Still no sign of a pickup in weekly initial unemployment claims. economist.com) Could GLP-1s be a bigger deal for the economy than AI?

Financial Advising 162

Financial Advising Economy Media Numbers 162

Abnormal Returns

FEBRUARY 12, 2025

apolloacademy.com) Zelle did $1 trillion in payments in 2024. ft.com) Economy The January CPI number surprised to the upside. (on.ft.com) Charles Schwab ($SCHW) is joining the 24/5 trading bandwagon. thinkadvisor.com) U.S. markets are becoming less transparent and liquid. cnbc.com) ETFs Active ETFs are taking share.

Marketing 147

Marketing Marketing Media Economy 147

Calculated Risk

SEPTEMBER 17, 2023

Perhaps the most important forecast is the 2024 median, which we think will shift up by 25bp to 4.875%, reflecting just 75bp of cuts next year." Since the last projections were released, the economy has performed better than the FOMC expected, and inflation was slightly below expectations. For review, here are the June projections.

Banking 288

Banking Economics Economy Communication 288

Abnormal Returns

DECEMBER 3, 2023

Markets Should you care what Wall Street strategists have to say about 2024? axios.com) Economy Josh Brown, "The economy ought to be able to heal itself for the most part. downtownjoshbrown.com) College-educated women with children under 10 are in the workforce at record numbers.

Asset Allocation 261

Asset Allocation Financial Advising Startup Education 261

Abnormal Returns

JUNE 16, 2024

CEOs are getting big pay boosts in 2024. investmentnews.com) Policy Violent crime has plummeted in 2024. cnn.com) There is little doubt that the American economy benefits from labor flexibility. nytimes.com) Economy Q2 GDP tracking in the 1.8% calculatedriskblog.com) Why the jobs market may be weaker than the numbers say.

Financial Advising 200

Financial Advising Healthcare Economy Media 200

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.

Marketing 95

Marketing Marketing Economy Numbers 95

Nerd's Eye View

JANUARY 3, 2024

The sentiment is especially poignant when it comes to economic forecasting, as it's nearly impossible to get an accurate picture of the current state of the economy at any given moment. As a result, uncertainty about how the economy may unfold, even along the shortest time frames, is the default.

Economics 246

Economics Marketing Marketing Economy 246

Calculated Risk

MAY 29, 2023

Two examples: not reaching a fiscal agreement and going off the "fiscal cliff" probably would have led to a recession, and Congress refusing to "pay the bills" would have been a policy error that would have taken the economy into recession. 2) Significant policy error. Here are their March projections for GDP and unemployment.

Sales 363

Sales Economy Banking Economics 363

The Big Picture

MARCH 13, 2024

At the Money: How To Know When The Fed Will Cut with Jim Bianco (March 13, 2024) Markets have been waiting for the Federal Reserve to begin cutting rates for over a year. Well, in 2024, now money market fund is yielding 5. It’s a number that’s put out every Thursday for the previous week. It’s a state program.

Numbers 288

Numbers Insurance Economy Marketing 288

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.

Financial Advice 246

Financial Advice Commission Clients Financial Advisor 246

Cornerstone Financial Advisory

NOVEMBER 18, 2024

Weekly Market Insights | November 18th, 2024 Rally Loses Steam; Fed Weighs Move Stocks fell last week as the postelection rally lost momentum amid an inflation uptick and cautious comments from Fed officials. 6 Source: YCharts.com, November 16, 2024. INTU), Deere & Company (DE) Source: Zacks, November 15, 2024.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

NOVEMBER 4, 2024

Weekly Market Insights | November 4th, 2024 Stocks Retreat on Jobs and Election Concerns Stocks slid last week as mixed economic data and strong-but-not-spectacular Q3 corporate reports failed to inspire investors. Source: YCharts.com, November 2, 2024. ABNB) Source: Zacks, November 1, 2024. Investing.com, November 1, 2024 3.

Marketing 52

Marketing Marketing Taxes Economics 52

Carson Wealth

JANUARY 13, 2025

Current Market Volatility Normal for a Bull Market The S&P 500 is off to a bit of a rocky start in 2025, an extension of weakness in December 2024. While there are reasons for recent declines, we view it in part as a perfectly normal pause after the gains of 2023 and 2024. In fact, one of the reasons for last weeks 1.9%

Marketing 68

Marketing Marketing Economy Compliance 68

Carson Wealth

MAY 20, 2024

April inflation data confirmed there is no need to panic about the first-quarter numbers. 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. So, we may still be on track for at least a couple of 0.25% interest-rate cuts in 2024.

Numbers 96

Numbers Marketing Marketing Insurance 96

Advisor Perspectives

JANUARY 9, 2024

Heading into 2024, most economists and market analysts have adopted a baseline scenario in which most major economies avoid both a recession and renewed inflation – the much-desired "soft landing." But the current encouraging consensus could still be derailed by any number of factors, not least geopolitics.

Economy 59

Economy Numbers Marketing Marketing 59

Mish Talk

DECEMBER 16, 2022

Early Benchmark Methodology Preliminary (not-yet-benchmarked) state employment estimates from the Bureau of Labor Statistics (BLS) continue to be subject to significant revisions around turning points in the economy. Economy Added 263,000 Jobs in November" Both reports and mainstream in general miss the big picture captured in my lead chart.

Food 361

Food Sales Economics Retail 361

Cornerstone Financial Advisory

FEBRUARY 19, 2024

3 Source: YCharts.com, February 17, 2024. Inflated Perspective Consumer Price Index data was one of the big pieces of news driving markets last week, with January’s numbers coming in at 3.1 Source: Investors Business Daily – Econoday economic calendar; February 15, 2024 The Econoday economic calendar lists upcoming U.S.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

FEBRUARY 26, 2024

To put that in perspective, Nvidia’s market cap is now roughly the same size as Canada’s economy. Source: YCharts.com, February 24, 2024. Investors appear to have concluded that AI’s impact may just be starting, and anticipate it will be a driving economic force in 2024 and beyond. Two-year Treasury Note Auction.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

JANUARY 8, 2024

Weekly Market Insights : New Years Blues Stocks retreated in the first trading week of 2024, struggling a bit after a celebratory end to last year as investors second-guessed Fed signals and fretted over lingering inflation concerns. Source: YCharts.com, January 6, 2024. Thursday: Jobless Claims. Consumer Price Index.

Marketing 98

Marketing Marketing Taxes Economics 98

Cornerstone Financial Advisory

FEBRUARY 12, 2024

3 Source: YCharts.com, February 10, 2024. economy has come into the spotlight. An analysis conducted by The Wall Street Journal recently proposed that the economy’s resilience could be attributed, at least in part, to the productivity driven by the technology sector. The Wall Street Journal,February 4, 2024 2.

Marketing 105

Marketing Marketing Economics Taxes 105

Abnormal Returns

SEPTEMBER 3, 2024

Markets How major asset classes performed in August 2024. entrylevel.topdowncharts.com) Strategy Analysts focus on these market numbers, you don't have to. apolloacademy.com) Economy Where manufacturing and construction stand. entrylevel.topdowncharts.com) REITs have stopped going down. than Europe.

Financial Advising 147

Financial Advising Startup Budgeting Manufacturing 147

Cornerstone Financial Advisory

MARCH 25, 2024

4 Source: YCharts.com, March 23, 2024. He added that if the economy keeps on its current course, that the FOMC would likely “begin dialing back policy restraint at some point this year.” Source: Investors Business Daily – Econoday economic calendar; March 18, 2024 The Econoday economic calendar lists upcoming U.S.

Marketing 105

Marketing Marketing Taxes Economics 105

Brown Advisory

AUGUST 11, 2023

The Equity Beat: Old Economy Stocks Aging Like Fine Wine mhannan Fri, 08/11/2023 - 17:10 Unlike my good friends who frequent Baltimore’s finest dining establishments about as often as the division-leading Orioles win (you know who you are), I would never be confused for a wine connoisseur. was only marginally better.

Economy 98

Economy Manufacturing Clients Economics 98

Carson Wealth

NOVEMBER 13, 2023

ECONOMY The economy saw blockbuster productivity growth in the third quarter. Business formation and policy could continue to support productivity in 2024. STOCK MARKET: WHY WE THINK THE BULL MARKET WILL CONTINUE IN 2024 [link] As we head into 2024, earnings could drive stocks higher. But it lasts only for so long.

Marketing 96

Marketing Marketing Economy Startup 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.

Marketing 141

Marketing Marketing Economy Numbers 141

The Big Picture

MARCH 4, 2025

Previously she was co-head of the bank’s Innovation Economy Group. Alright, so, so you go from public finance, how did you evolve towards co-head of innovation economy? So Barry Ritholtz : Let’s talk about your dual role, your, your co-head of innovation economy and your head of specialized industries.

Banking 130

Banking Economy Startup Marketing 130

Calculated Risk

DECEMBER 18, 2023

From the MBA: Share of Mortgage Loans in Forbearance Decreases to 0.26% in November The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance decreased by 3 basis points from 0.29% of servicers’ portfolio volume in the prior month to 0.26% as of November 30, 2023.

Portfolio 162

Portfolio Planning Economy Numbers 162

Cornerstone Financial Advisory

FEBRUARY 5, 2024

Instead, investors interpreted it as confirmation of a robust economy. 2 Source: YCharts.com, February 3, 2024. Source: Investors Business Daily – Econoday economic calendar; February 2, 2024 The Econoday economic calendar lists upcoming U.S. CNBC.com, January 29, 2024 2. The Wall Street Journal, January 31, 2024 3.

Marketing 104

Marketing Marketing Taxes Economics 104

The Big Picture

MARCH 6, 2024

March 6, 2024) Investors hate inflation. So, the Fed needs to have a sense of where things are headed with inflation — because rates are a tool that takes a little bit for it to work its way through the economy. It was a kind of slow burn on the economy. At the Money: Knowing When You’ve Whipped Inflation.

Economy 279

Economy Food Communication Consulting 279

The Big Picture

AUGUST 1, 2023

are fast-growing, highly profitable key players in the modern economy. But we won’t know how big a losing trade it might be until early 2024, when we see the updated valuations. Some folks who are more familiar with the numbers than I have suggested it will not be pretty.

Economics 246

Economics Valuation Marketing Marketing 246

Carson Wealth

DECEMBER 11, 2023

It is important to remember that stocks lead the economy, both on the way up and the way down. To us, this is the market’s way of saying the economy will continue to see solid growth next year. Multiple signs indicate there won’t be a recession in 2024, which contradicts what many expect. million this year.

Marketing 142

Marketing Marketing Economy Compliance 142

Calculated Risk

AUGUST 27, 2023

Since the last projections were released in June, the economy has performed better than the FOMC expected, and inflation was slightly below expectations. GDP projections of Federal Reserve Governors and Reserve Bank presidents, Change in Real GDP 1 Projection Date 2023 2024 2025 June 2023 0.7 For review, here are the June projections.

Banking 130

Banking Economy Numbers 130

Carson Wealth

DECEMBER 9, 2024

The S&P 500 is up more than 27% in 2024, which would go down as the best election year return ever, and it has made 56 new all-time highs, among the most ever as well. Optimism over lower taxes, a stronger economy, animal spirits, and strong earnings all were likely reasons for the surge. annualized pace over the last three months.

Marketing 62

Marketing Marketing Economy Manufacturing 62

Walkner Condon Financial Advisors

JANUARY 30, 2024

One definition , according to a speech delivered by Tom Barkin, the President of the Federal Reserve Bank of Richmond, is “where inflation completes its journey back to normal levels while the economy stays healthy”. One might then wonder 1) what are normal inflation levels and 2) what defines a healthy economy. inflation and 3.7%

Economy 75

Economy Financial Advisor Banking Economics 75

Calculated Risk

JULY 23, 2023

Since the last projections were released, the economy has performed better than the FOMC expected, and inflation was slightly below expectations. GDP projections of Federal Reserve Governors and Reserve Bank presidents, Change in Real GDP 1 Projection Date 2023 2024 2025 June 2023 0.7 Projections will not be released at this meeting.

Banking 130

Banking Economy Numbers Marketing 130