The Big Picture

FEBRUARY 13, 2023

RITHOLTZ: Mark your calendars for 2026. Tell us a little bit about what you do on Twitter and how was it getting that through legal and compliance? RIEDER: Well, first of all, anything I tweet goes through legal and compliance before it gets out there, first part. RIEDER: Let’s see. I use immense amount of data and analysis.

Economy 147

Economy Numbers Marketing Marketing 147

Carson Wealth

DECEMBER 23, 2024

It upped its view of economic growth and said things looked pretty good on the economic front. Neither did the Fed push the lost two rate cuts out to 2026. They estimated two rate cuts in 2026 in their September dot plot and stuck to that in their latest update. 2026: Up from 2.0% The S&P 500 is only 3.6%

Marketing 67

Marketing Marketing Economy Economics 67

Carson Wealth

MARCH 24, 2025

This was not unexpected, but all eyes were on the Feds dot plot (expected path of interest rates) and the rest of its Summary of Economic Projections (SEP). Even as Fed members increase the 2025 core PCE projection to 2.8%, they left the projection for 2026 at 2.2% The last update was in December and was viewed hawkish.

Marketing 92

Marketing Marketing Economy Economics 92

Carson Wealth

FEBRUARY 24, 2025

Spoiler alert, 2026 and 2027 will have scary headlines and big market down days as well. Compliance Case # 7667418.1_022425_C The post Market Commentary: Seeing the Big Picture – Stocks Still Making New Highs and Household Balance Sheets Are Healthy appeared first on Carson Wealth.

Marketing 83

Marketing Marketing Economy Planning 83

Carson Wealth

FEBRUARY 10, 2025

The tariff policy of the Trump administration should be viewed as an economic and market risk, with some potential negative impact on inflation, interest rates, the dollar (stronger), and the path of rate cuts. This is historically what happened as economic expansions wore on. The primary deficit rose to about 6.5% of GDP in 2015.

Marketing 64

Marketing Marketing Taxes Economy 64

Carson Wealth

OCTOBER 21, 2024

Higher Taxes and Tariffs This week we thought we would take a look at the key economic and market risk associated with each party’s platform. (We The prospect of higher taxes across the board in 2026, and lower corresponding household spending, should help clarify the sense of purpose of members of Congress.

Marketing 95

Marketing Marketing Taxes Economy 95

Carson Wealth

SEPTEMBER 3, 2024

Unless these tax cuts are pro-actively renewed, Americans will see their taxes go up starting in 2026. Keep in mind that 2026 is a mid-term election year, and that’s going to crystallize Congress’s focus on getting something done. At the same time, renewing them will increase the deficit by $4.6

Marketing 142

Marketing Marketing Taxes Economy 142