Carson Wealth

OCTOBER 14, 2024

That’s going to be a big tailwind for the economy, and markets, as we go into 2025. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. They may not have to go with a big cut at every meeting, like the 0.5%-point

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Marketing Marketing Numbers Food 96

Carson Wealth

JUNE 17, 2024

They do have “catch-up” cuts in 2025 and 2026, eventually landing at the same interest rate for 2026 that they indicated in March. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. Once bitten, twice shy.

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Marketing Marketing Valuation Economy 84

Trade Brains

OCTOBER 31, 2023

Industry Overview The Indian Fintech industry is expected to reach US$ 150 billion by 2025, making it the third largest in the world. The Government has launched two key initiatives to promote financial inclusion: the Pradhan Mantri Jan Dhan Yojana (PMJDY) and the Pradhan Mantri Jeevan Jyoti Bima Yojana (PMJJBY).

Banking 59

Banking Retail Financial Services Assets 59

Trade Brains

SEPTEMBER 11, 2024

Angel One offers technology-driven financial services to its clients. Services include broking, advisory, margin funding, and loans against shares. With a commitment to brand building and regulatory compliance, Angel One is well-positioned for sustained growth in the evolving fintech landscape. Market Cap (Cr.)

Manufacturing 52

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Carson Wealth

APRIL 14, 2025

Lower growth expectations, or even a recession, should ordinarily lead one to expect the Fed to cut rates (and markets expect five cuts now in 2025). The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

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Brown Advisory

SEPTEMBER 12, 2016

They focus largely on industries that have low environmental footprints, including technology and financial services companies. The company aims to expand its use of recycled aluminum to 80% by 2025. Some portfolio managers use ESG data to find companies that they believe are less harmful than others.

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Food Executive Compensation Portfolio Management Valuation 52

Brown Advisory

SEPTEMBER 12, 2016

They focus largely on industries that have low environmental footprints, including technology and financial services companies. The company aims to expand its use of recycled aluminum to 80% by 2025. Some portfolio managers use ESG data to find companies that they believe are less harmful than others.

Food 52

Food Executive Compensation Portfolio Management Valuation 52

Carson Wealth

MARCH 10, 2025

So 2025 wont be the first year ever to go up each day and never have a scary headline, because thats just not the way that markets work. This is officially the first 5% mild correction of 2025, something that even the best years tend to see, and no reason in itself to become pessimistic.

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Carson Wealth

NOVEMBER 25, 2024

The good news is that strong productivity gains allow wage growth to remain strong, without creating inflationary pressures — this dynamic has been playing out over the past year and half and we expect it to continue into 2025. A diversified portfolio does not assure a profit or protect against loss in a declining market.

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Carson Wealth

MAY 30, 2023

In exchange for suspending the debt ceiling through January 2025, the two parties agreed to caps on spending. The deal caps discretionary nondefense spending at fiscal year 2023 levels for the next fiscal year (2024) and for 2025; it also limits spending growth to 1%, which is effectively a cut after accounting for inflation.

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The Big Picture

SEPTEMBER 10, 2024

I mean, being in the, in the investment business, being in, in the financial services business, it’s, it’s a constant, you know, evolution. So what are your thoughts on the possibility of a recession in 2024 or, or more likely 2025? You have to get compliance. Do you want to be in this business?

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Carson Wealth

NOVEMBER 18, 2024

Fortunately, as we head into 2025, we think all of those market tailwinds remain firmly in place. Their most recent unemployment rate projections (from the September meeting) confirm this – they projected the 2024 and 2025 unemployment rate to remain steady at 4.4% (it’s currently at 4.1%).

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Marketing Marketing Economy Banking 95

Carson Wealth

MARCH 24, 2025

It was interesting to say the least, with members projecting higher inflation, higher unemployment, and slower growth: Their 2025 core PCE projection rose from 2.5% The 2025 unemployment rate projection rose from 4.3% Real GDP projection for 2025 fell from 2.1% The 2025 unemployment rate projection rose from 4.3%

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Carson Wealth

DECEMBER 23, 2024

Yes, worries spiked last week over fears about sticky inflation (which we dont see) and fewer rate cuts next year (which wasnt really a surprise to us just two weeks ago our Global Macro Strategist Sonu Varghese wrote about expecting just 2-3 cuts in 2025). Back in September, eight members projected 2025 policy rates below the median.

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Marketing Marketing Economy Economics 67

Carson Wealth

FEBRUARY 3, 2025

The Federal Reserves (Fed) January 2025 meeting held no surprises. at the end of 2025, implying two rate cuts in 2025 (each worth 0.25%-points), although that may change this week as the market absorbs the impact of newly announced tariffs. at the end of 2025. at the end of 2025.

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Marketing Marketing Economy Investments 70

Carson Wealth

FEBRUARY 24, 2025

Worries about tariffs, what President Trump might do next, the Fed, geopolitical drama, inflation, AI, and more have dominated the headlines and caused a good deal of worry for many investors in 2025. The good news is we dont see that happening anytime soon and 2025 still looks like it should be a nice year for investors.

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Marketing Marketing Economy Planning 83

Carson Wealth

JANUARY 27, 2025

Abraham Lincoln What a start to 2025, nearly picking up where 2024 left off. This matters, as the first five days in 2025 were up 0.62%, suggesting some potential good news for the bulls. Here we found that stocks once again do much better in post-election years under a second term president, yet another positive for 2025.

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Marketing Marketing Compliance Economy 73

Carson Wealth

FEBRUARY 18, 2025

Year Three of a Bull Market As we noted inour 2025 Outlook: Animal Spirits , stocks usually see huge gains the first two years of a bull market (just like they did this time) and the third year can be more choppy and frustrating. Heres the other side to things and unfortunately where things stand in 2025.

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Carson Wealth

DECEMBER 16, 2024

Yet, the outlook for 2025 remains uncertain. In fact, the risk is that the Fed falls into the trap of believing that they do have a problem, based on lagged data, and take an extended pause in 2025. In fact, the November Producer Price Index report suggests that core PCE (which takes inputs from CPI and PPI) will clock in around 0.1%.

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Marketing Marketing Insurance Food 52

Carson Wealth

JANUARY 6, 2025

Welcome to our first Weekly Market Commentary for 2025. We thought that made it a good time highlight the potential policy mistakes that could undermine our otherwise bullish policy outlook for 2025. But we wont have mixed government in 2025. Well kick off the year by looking back at a few of our favorite charts for 2024.

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Carson Wealth

JANUARY 21, 2025

on the release day (January 15 , 2025). And theres likely more disinflation in the pipeline, as we discussed in our 2025 Outlook. We do see the Fed as likely to cut 2-3 more times in 2025, as the inflation data moves in a more favorable direction. Compliance Case # 7549095.1._012125_C Headline CPI is up 2.9%

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Carson Wealth

FEBRUARY 10, 2025

In Carson Investment Researchs 2025 Outlook , we looked at both policy opportunities and risks, including tariff policy, for markets in 2025. In the first post-election Fed meeting, they cut rates by an additional 0.25%, but their projections showed just 2 cuts in 2025 (versus the prior projection of 4 cuts).

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Marketing Marketing Taxes Economy 64

Carson Wealth

APRIL 22, 2024

The 2017 Tax Cuts and Jobs Act (under President Trump) had a slew of individual tax cuts that are all slated to sunset at the end of 2025. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. The big one is tax policy.

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Carson Wealth

SEPTEMBER 3, 2024

2025: A Big Year for Tax Policy The Tax Cut and Jobs Act of 2017, which former President Trump signed into law, contained both corporate and individual tax cuts. The corporate tax cuts (including dropping the corporate tax rate from 35% to 21%) were permanent, but the individual tax cuts were all set to “sunset” at the end of 2025.

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Marketing Marketing Taxes Economy 142

Carson Wealth

OCTOBER 21, 2024

If Congress does nothing, a lot of elements of the 2017 Tax Cut and Jobs Act (TCJA, which was signed into law by former President Trump) will expire on December 31, 2025. Washington, DC in 2025 is likely to be dominated by tax policy negotiations, which will get ever more feverish as the December deadline approaches.

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Marketing Marketing Taxes Economy 95

Carson Wealth

OCTOBER 28, 2024

In fact, it might be a reason to remain in the “glass half full” camp as we head into 2025. We discuss above why some of the features that make divided government market friendly will likely still be present in 2025, even if we see a sweep. In other words, this blast of strength we’ve seen isn’t a reason to turn bearish.

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Carson Wealth

DECEMBER 30, 2024

Our 2025 Outlook is coming out in just a couple of weeks!) So as we close out 2024 and launch into the new year, hear are seven things all investors should keep in mind in 2025. Go Into the New Year Expecting a Double-Digit Decline in 2025 Remember August 2024? Keep an eye out for our 2025 Outlook.

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Carson Wealth

MARCH 31, 2025

Following the election there was an initial wave of enthusiasm consistent with our view that policy opportunities outweigh policy risks, as we discussed in our Outlook 2025. The current median forecast by the Fed is for two rate cuts in 2025 while the market-implied expectation is just shy of 2.5.

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