Calculated Risk

MAY 24, 2023

Excerpt: The economic forecast prepared by the staff for the May FOMC meeting continued to assume that the effects of the expected further tightening in bank credit conditions, amid already tight financial conditions, would lead to a mild recession starting later this year, followed by a moderately paced recovery. emphasis added

Economics 347

Economics Banking Economy Marketing 347

Abnormal Returns

DECEMBER 23, 2024

Markets Higher for longer is the theme going into 2025. fa-mag.com) Economy Ten economic questions for 2024 including 'What will happen with house prices in 2025?' calculatedriskblog.com) Ten risks for 2025 including the introduction of tariffs. apolloacademy.com) There's large cap growth stocks in the U.S.,

Advertising 147

Advertising Media Banking Accounting 147

Abnormal Returns

JANUARY 10, 2025

sherwood.news) RIP Venu Sports: 2024-2025. cnbc.com) Global Trudeau's economic record in Canada is disappointing. russell-clark.com) Economy The December NFP reported showed strong growth and a 4.1% russell-clark.com) Economy The December NFP reported showed strong growth and a 4.1% economy continues to slow.

Economy 162

Economy Media Economics Sales 162

Calculated Risk

JULY 5, 2023

Excerpt: The economic forecast prepared by the staff for the June FOMC meeting continued to assume that the effects of the expected further tightening in bank credit conditions, amid already tight financial conditions, would lead to a mild recession starting later this year , followed by a moderately paced recovery.

Economics 305

Economics Banking Communication Economy 305

Calculated Risk

APRIL 1, 2025

From ISM: Manufacturing PMI at 49% March 2025 Manufacturing ISM Report On Business Economic activity in the manufacturing sector contracted in March after two consecutive months of expansion preceded by 26 straight months of contraction, say the nation's supply executives in the latest Manufacturing ISM Report On Business.

Manufacturing 113

Manufacturing Economy Economics Management 113

Abnormal Returns

AUGUST 4, 2024

papers.ssrn.com) Taxes No matter who is President in 2025, taxes will be at the top of the agenda. sherwood.news) Economy The U.S. economy is on shakier ground. ft.com) The labor economy has slowed down to pre-pandemic levels. econbrowser.com) The economic schedule for the coming week.

Financial Advising 274

Financial Advising Startup Economy Taxes 274

Calculated Risk

MARCH 3, 2025

February 2025 Manufacturing ISM Report On Business Economic activity in the manufacturing sector expanded for the second month in a row in February after 26 consecutive months of contraction, say the nation's supply executives in the latest Manufacturing ISM Report On Business. The employment index was at 47.6%, down from 50.3%

Manufacturing 113

Manufacturing Economy Economics Management 113

Calculated Risk

SEPTEMBER 17, 2023

The biggest focus of the September meeting should be the updated Summary of Economic Projections (SEP). At their September meeting, Fed officials are likely to make fairly straightforward revisions to their economic projections that reflect these recent developments. Economic projections will be released at this meeting.

Banking 288

Banking Economics Economy Communication 288

The Big Picture

MARCH 6, 2025

At the Money: Chicago Fed President Austan Goolsbee on Tariffs, Supply Chains and Inflation (March 5, 2025) What is the potential inflation impact of tariffs? How should investors view the relationship between trade policy and inflation in the current economic environment? He’s president of the Federal Reserve Bank of Chicago.

Economy 162

Economy Economics Food Banking 162

Calculated Risk

AUGUST 16, 2023

Excerpt: The economic forecast prepared by the staff for the July FOMC meeting was stronger than the June projection. However, the staff continued to expect that real GDP growth in 2024 and 2025 would run below their estimate of potential output growth, leading to a small increase in the unemployment rate relative to its current level.

Economy 245

Economy Banking Economics Marketing 245

Dear Mr. Market

APRIL 2, 2025

Read more : March Madness: Final Four Investing Bracket 2025 Large Cap Region: The Heavyweights Clash This years large-cap region includes some of the markets biggest names. Eli Lilly , on the other hand, boasts a robust pipeline and solid earnings, making it a relatively safer and more predictable investment for the remainder of 2025.

Investing 62

Investing Investments Valuation Advertising 62

Your Richest Life

FEBRUARY 24, 2025

Even though 2025 has only just begun, there are already big changes unfolding that could impact your wallet. That decision is a departure from their announcement at the September meeting to cut rates a full percentage point in 2025. Future cuts will depend on inflation and the strength of the economy as the year goes on.

Financial Market 52

Financial Market Marketing Marketing Medicine 52

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. See Pandemic Economics, Housing and Monetary Policy: Part I and Part II.

Sales 363

Sales Economy Banking Economics 363

Trade Brains

OCTOBER 23, 2024

Deloitte has released a promising forecast for India’s economic growth. percent for FY 2024-2025. Dr. Rumki Majumdar sees India’s economy showing strong resilience after the election period. The country maintains its position among the world’s fastest-growing large economies.

Economy 116

Economy Manufacturing Economics Investing 116

Calculated Risk

MARCH 19, 2023

On March 7th, Fed Chair Powell said : … the latest economic data have come in stronger than expected, which suggests that the ultimate level of interest rates is likely to be higher than previously anticipated. There is uncertainty regarding FOMC policy this month due to the banking issues. For review, here are the December projections.

Banking 237

Banking Economics Accounting Economy 237

Carson Wealth

MARCH 10, 2025

The worries are growing, from a potentially slowing economy, to a growing and more aggressive trade war, to worries over Washington policy. Then five years ago we shut down our economy during a once-a-century pandemic. Our basic conclusion was that while we did see an increase in economic risks, it did not change our baseline view.

Marketing 73

Marketing Marketing Economy Government 73

Abnormal Returns

MARCH 30, 2024

economy continues to get more energy efficient. nytimes.com) Long-term renewable energy storage is needed, but the economics are uncertain. nytimes.com) The TGL is set to launch in 2025. abnormalreturns.com) Podcast links: the introvert economy. (theconversation.com) Swapping trucks for barges to transport goods.

Pharmaceutical 289

Pharmaceutical Education Financial Advising Advertising 289

Zoe Financial

DECEMBER 28, 2024

New Year, New Wealth: A Guide to Financial Resolutions for 2025 Updated December 30th, 2024 Reading Time: 7 minutes Written by: The Zoe Team As the New Year approaches, many of us set personal goals to make the coming year better than the last. Economies and markets fluctuate. Zoe Financial does not provide legal advice.

Estate Planning 40

Estate Planning Financial Advisor Wealth Advisor Accounting 40

Carson Wealth

NOVEMBER 15, 2024

In this episode of Take 5, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, navigate three positive economic developments: First, the election results are finalized, ending uncertainty for markets Second, inflation appears to be normalizing, particularly in housing, which may benefit (..)

Economy 68

Economy Economics Marketing Marketing 68

Calculated Risk

JUNE 11, 2023

Since the last projections were released, the economy has performed better than the FOMC expected, and inflation was slightly above expectations. GDP projections of Federal Reserve Governors and Reserve Bank presidents, Change in Real GDP 1 Projection Date 2023 2024 2025 Mar 2023 0.0 5.5% , in line with our own forecast.

Banking 182

Banking Economy Economics Accounting 182

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. range (or even lower) in Q4 2024 and Q1 2025.

Marketing 95

Marketing Marketing Economy Numbers 95

Calculated Risk

APRIL 30, 2023

Since the last projections were released, the economy has performed better than the FOMC expected, and inflation was close to expectations. annual rate indicating some underlying economic strength. annual rate indicating some underlying economic strength. No projections will be released at this meeting. annual rate in Q1.

Banking 189

Banking Economy Economics Marketing 189

Zoe Financial

MARCH 10, 2025

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA March 10th, 2025 Watch Time: 4 min. Economic Update: Tariffs & Consumption Impact: Proposed tariffs would affect 18% of U.S. Q1 2025 earnings forecast: Dropped from 11.5% Economies and markets fluctuate. Welcome to this week’s Market Drama!

Marketing 52

Marketing Marketing Economics Taxes 52

Zoe Financial

JANUARY 28, 2025

Market Timing vs. Time in the Market Updated January 28th, 2025 Reading Time: 4 minutes Written by: The Zoe Team Though these terms may sound similar, market timing is not the same as time in the market. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.

Marketing 98

Marketing Marketing Financial Advisor Taxes 98

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. Good news can be bad news in the short run, but a solid economy usually becomes good news again once we get past the initial market reaction. on Friday alone. million average per year).

Marketing 68

Marketing Marketing Economy Compliance 68

Zoe Financial

MARCH 3, 2025

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA March 3rd, 2025 Watch Time: 4 min. Earnings: 2025 estimates still project double-digit growth, with non-tech sectors performing well. Economic Update: Retail Sales: Weaker than expected in January. Economies and markets fluctuate. Nasdaq: Down 3.5%

Marketing 52

Marketing Marketing Economics Taxes 52

Calculated Risk

OCTOBER 29, 2023

the story of the year so far has been that economic reacceleration has not prevented further labor market rebalancing and progress in the inflation fight. Since the last projections were released, the economy has performed better than the FOMC expected, and inflation was slightly below expectations. annual rate in Q3. June 2023 0.7

Banking 182

Banking Economy Economics Marketing 182

Zoe Financial

MARCH 24, 2025

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA March 24th, 2025 Watch Time: 2.5 Economic Update: Federal Reserve: Held rates steady at 4.25%4.50% Economic Update: Federal Reserve: Held rates steady at 4.25%4.50% Raised inflation outlook for 2025, and lowered GDP growth expectations for this year.

Marketing 52

Marketing Marketing Economics Taxes 52

Carson Wealth

MARCH 3, 2025

Good Riddance, February The second half of February was rough, as worries over the economy, tariffs, and large cap tech weakness dominated the conversation. In other words, after back-to-back 20% gains the past two years, maybe a well-deserved break to kick off 2025 is perfectly normal. Heres the thing.

Marketing 70

Marketing Marketing Government Economy 70

Carson Wealth

FEBRUARY 7, 2025

We discuss: The new tariffs on Mexico, Canada, and China How markets reacted to the news What this means for inflation and the Federal Reserve The broader economic outlook for 2025 Despite uncertainty, the strong economy and bullish market trends remain in play. Tune in to get the full breakdown and stay ahead of market shifts!

Economy 52

Economy Economics Marketing Marketing 52

Validea

APRIL 3, 2025

Currently, fewer than 70 companies meet these criteria, representing various sectors across the economy. By maintaining and increasing shareholder payments through different economic environments, these businesses have shown their ability to generate reliable profits and manage cash flow effectively. SYY SYSCO CORP $75.30 $36,839 19.4

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Advisor Perspectives

JANUARY 21, 2025

This past week brought promising news for the markets and the broader economy. Inflation data came in at or below expectations, while economic indicators, including housing starts and retail sales, demonstrated surprising resilience.

Economy 52

Economy Retail Economics Sales 52

Zoe Financial

FEBRUARY 3, 2025

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA February 3rd, 2025 Watch Time: 2.4 Economic Update: Q4 Real GDP: Grew 2.3% Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Economies and markets fluctuate. Nasdaq: Down 1.6%

Marketing 52

Marketing Marketing Taxes Economics 52

Zoe Financial

JANUARY 6, 2025

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA January 06th, 2025 Watch Time: 3 minutes Welcome to this week’s Market Drama! Wall Street’s average prediction is that the market will rise by 10% in 2025. Just because we had two strong years doesnt mean 2025 will also deliver strong returns.

Marketing 40

Marketing Marketing Taxes Economy 40

Zoe Financial

FEBRUARY 24, 2025

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA February 24th, 2025 Watch Time: 2.5 Economic Update: Walmart Earnings : Reported lower-than-expected sales guidance, indicating potential weakness in U.S. Economies and markets fluctuate. Welcome to this week’s Market Drama! for the week, up 2.2%

Marketing 52

Marketing Marketing Healthcare Taxes 52

Advisor Perspectives

DECEMBER 19, 2024

The range of potential economic outcomes is wide, but a solid starting point suggests resilience.

Economy 52

Economy Economics 52

Zoe Financial

JANUARY 20, 2025

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA January 20th, 2025 Watch Time: 4.1 Economic Update: Core CPI: Dropped to 3.2% Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Economies and markets fluctuate. for the week and 2.2%

Marketing 52

Marketing Marketing Taxes Economics 52