Carson Wealth

JUNE 17, 2024

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. economy can continue to grow, and the rest follows.

Marketing 84

Marketing Marketing Valuation Economy 84

The Big Picture

FEBRUARY 13, 2023

RITHOLTZ: Mark your calendars for 2026. I try to analyze the economy from the top. the economy is stabilizing, China is growing. and maybe the economy is coming off, the central bank, not in ‘23, but will start to ease. But I tell you going through those years, I’d love to skip those in my career. RIEDER: Let’s see.

Economy 147

Economy Numbers Marketing Marketing 147

Carson Wealth

DECEMBER 23, 2024

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. With the 2025 median moving higher to 3.9%, that meant the 2026 rate estimate also moved up from 2.9% These long-term interest rates matter a lot for the economy.

Marketing 67

Marketing Marketing Economy Economics 67

Carson Wealth

MARCH 24, 2025

Even as Fed members increase the 2025 core PCE projection to 2.8%, they left the projection for 2026 at 2.2% For now, the hard data suggests the economy is doing fine, but sentiment is weak (though that doesnt mean it has to translate to a weaker economy). Of course, Powell, and the Fed, have been haunted by that ever since.

Marketing 92

Marketing Marketing Economy Economics 92

Carson Wealth

FEBRUARY 24, 2025

We had a 100-year pandemic that shut down the global economy and then a second vicious 25% bear market in 2022. Spoiler alert, 2026 and 2027 will have scary headlines and big market down days as well. Think about all of this a little more. Worries happen every year 2025 wasnt going to be any different. But you know whats increasing?

Marketing 83

Marketing Marketing Economy Planning 83

Carson Wealth

FEBRUARY 18, 2025

We also calculated 1-year/1-year forward inflation expectations, which is inflation expected in the second year from now (roughly 2026). It doesnt mean the economy will go into a recession we still believe underlying strengths will overcome some of these headwinds. Thats risen to 2.7%, the highest since November 2022.

Marketing 106

Marketing Marketing Economy Compliance 106

Carson Wealth

FEBRUARY 10, 2025

Tariff Tussle Resolved, But Its Only the Opening Round In this weeks Commentary we take a deeper dive on tariffs and their potential impact on the economy and markets. Trade makes up ~ 70% of both economies GDP. Whereas exports are not a significant piece of the US economy. Real GDP grew 2.7% trend growth.

Marketing 64

Marketing Marketing Taxes Economy 64