Nerd's Eye View

OCTOBER 4, 2023

And even though numerous signs are pointing to the looming possibility of a more widespread economic downturn – including the reduction of household savings, reduced lending, and the resumption of student loan payments for many borrowers – the job market remains strong. And even though U.S.

Valuation 225

Valuation Economics Economy Marketing 225

Mish Talk

DECEMBER 10, 2022

On the likely assumption that Italian banks are insolvent, no one in their right mind should have money in Italian banks. Recall the capital controls imposed by the ECB on Greece and Cyprus after bank failures in those countries. Anyone who had money in a bank in Germany had full access to it. No one explains how.

Economics 218

Economics Banking Government Numbers 218

Calculated Risk

APRIL 17, 2024

Fed's Beige Book Overall economic activity expanded slightly , on balance, since late February. Ten out of twelve Districts experienced either slight or modest economic growth—up from eight in the previous report, while the other two reported no changes in activity.

Economics 107

Economics Manufacturing Sales Banking 107

Investing Caffeine

APRIL 3, 2023

Source: Trading Economics Unfortunately, this unparalleled spike in interest rates contributed to the 2nd and 3rd largest bank failures in American history, both occurring in March. Most notably, the Fed, FDIC, and Treasury jointly announced the guarantee of all deposits at SVB, shortly after the bank failure.

Banking 105

Banking Economy Economics Government 105

Abnormal Returns

MARCH 27, 2023

wsj.com) Banking First Citizens ($FCNCA) is taking over SVB's deposits and loans. thereformedbroker.com) Money is rushing out of banks and into money market mutual funds. (finance.yahoo.com) Elon Musk thinks Twitter is worth $20 billion. marketwatch.com) Tighter credit standards are a big risk for the U.S.

Economics 130

Economics Startup Financial Advising Economy 130

Abnormal Returns

OCTOBER 18, 2024

Companies Marc Rubenstein, "PayPal Holdings Inc is not a bank and doesn’t enjoy any of the protections that are afforded to banks." semafor.com) This year's Nobel Prize winners in Economics did not come with universal acclaim. netinterest.co) Why CVS ($CVS) and Walgreen's ($WBA) are struggling.

Assets 276

Assets Financial Advising Communication Banking 276

Nationwide Financial

MARCH 27, 2023

Thoughts Equity markets look to extend their winning streak to three weeks despite continued uncertainty in the banking sector. Fund managers remain historically conservative per Bank of America’s Global Fund Manager Survey showing asset allocators long cash and short equities. over the past two weeks.

Banking 98

Banking Marketing Marketing Economics 98

Calculated Risk

OCTOBER 23, 2024

Fed's Beige Book On balance, economic activity was little changed in nearly all Districts since early September , though two Districts reported modest growth. Most Districts reported declining manufacturing activity.

Economics 57

Economics Manufacturing Banking Marketing 57

Advisor Perspectives

JULY 11, 2024

All 31 banks that underwent the Federal Reserve’s stress tests this year maintained adequate capital even in a “severe” economic scenario. By some metrics, the US financial system is in great shape.

Banking 52

Banking Economics 52

Advisor Perspectives

MARCH 16, 2023

The banking earthquake is sending shockwaves through the financial markets. The financial and economic aftershocks, soon to follow, are underappreciated and will prove worse than the earthquake.

Banking 98

Banking Economics Financial Market Marketing 98

The Big Picture

OCTOBER 24, 2024

In other words, if you were forecasting 10-year returns of 3% annually, you are also forecasting an economic shitstorm of rare and historic proportions. I do believe that the economic gains we are going to see in technology justify higher market prices. But that’s a very different discussion than 3% annually for 10 years.

Distribution 324

Distribution Economics Portfolio Economy 324

Integrity Financial Planning

AUGUST 31, 2023

It reveals a remarkable continuity in financial technology across cultures and epochs, highlighting the importance of these systems in societal development and economic growth. 1] The Middle Ages brought about a further evolution of financial tools with the rise of banking institutions in Italy during the Renaissance.

Banking 97

Banking Financial Planning Accounting Portfolio 97

Indigo Marketing Agency

MARCH 14, 2023

The collapse of a bank is a significant event—one that can cause shockwaves throughout the financial industry. In the case of the Silicon Valley Bank failure, it can be particularly alarming for those invested in the technology sector. This results in less time spent educating and calming individual skittish clients.

Communication 98

Communication Banking Clients Financial Advisor 98

Trade Brains

FEBRUARY 5, 2024

Capital Small Finance Bank Company is coming up with its IPO issue of Rs. In this article, we will look at the Capital Small Finance Bank IPO Review 2024 and analyze its strengths and weaknesses. Before becoming a Small Finance Bank, Capital SFB had been in the banking industry as a non-NBFC Microfinance entity since 1999.

Banking 59

Banking License Portfolio Retail 59

Nationwide Financial

MARCH 27, 2023

The most significant economic news last week came from the March FOMC meeting, where the Fed raised the fed funds rate another 25 basis points and indicated that, as of now, one more such rate hike is planned. However, over 85 percent of interviews were conducted prior to the collapse of Silicon Valley Bank on March 8. in February.

Economics 52

Economics Banking Sales Numbers 52

Investing Caffeine

JULY 1, 2024

Ever since the Federal Reserve went on a crusade to increase interest rates and slow the progression of inflation at the beginning of 2022, investors have been cheering for a Goldilocks-type of economic “soft landing.” The not-too-hot, not-too-cold economic data have provided comfort to investors. The S&P 500 index surged +3.5%

Economics 52

Economics Marketing Marketing Food 52

Calculated Risk

NOVEMBER 29, 2023

Fed's Beige Book "This report was prepared at the Federal Reserve Bank of Atlanta based on information collected on or before November 17, 2023." Consumer credit remained fairly healthy, but some banks noted a slight uptick in consumer delinquencies. Manufacturing activity was mixed, and manufacturers' outlooks weakened.

Economics 67

Economics Transportation Manufacturing Sales 67

The Big Picture

MAY 16, 2024

If you have a bearish mindset , and seek confirmation of that perspective, then the next economic critique after the Misery Index you try on for size is “Stagflation.” ” We have heard the S-word from Jamie Dimon , Stanley Druckenmiller , Bank of America , Barclays , Fox , Marketwatch , Kiplingers , and many others.

Advertising 317

Advertising Economics Economy Banking 317

Dear Mr. Market

MARCH 17, 2023

Dear Mr. Market: SVB (Silicon Valley Bank) logo is seen through broken glass in this illustration taken March 10, 2023. Wash, rinse, repeat… Does that little preamble mean banking stocks now will be the oil stocks from just three years ago?

Banking 59

Banking Assets Government Marketing 59

Calculated Risk

OCTOBER 18, 2023

Fed's Beige Book "This report was prepared at the Federal Reserve Bank of St. Most Districts indicated little to no change in economic activity since the September report. Banking contacts reported slight to modest declines in loan demand. Louis based on information collected on or before October 6, 2023.

Economics 62

Economics Retail Manufacturing Banking 62

Abnormal Returns

JULY 14, 2024

investmentecosystem.com) Finance Bank OZK ($OZK) is uniquely exposed to the South Florida real estate market. nbcnews.com) Economy An economic soft landing is still on track. dallasfed.org) The economic schedule for the coming week. (awealthofcommonsense.com) Seven reasons you may want to venture away from the market portfolio.

Financial Advising 260

Financial Advising Economics Media Government 260

Advisor Perspectives

MARCH 31, 2023

Early signs of economic unraveling are appearing. The federal corporation that insures bank deposits is woefully underfunded. The Fed is under pressure to pivot away from its inflation fight.

Banking 101

Banking Insurance Economics 101

Advisor Perspectives

JUNE 24, 2024

On the latest edition of Market Week in Review, Director and Senior Investment Strategist Alex Cousley discussed recently released economic data from China, including home prices and credit numbers. He also covered the Bank of England’s (BoE) recent rate decision and provided an update on U.S. retail spending during May.

Numbers 59

Numbers Economics Retail Banking 59

The Big Picture

JUNE 17, 2024

These reflect the economic dominance of one specific part of the economy or another for very long periods of time. As the chart above shows, there are long periods of market concentration. I suggest you go read the entire piece, here.

Marketing 312

Marketing Marketing Engineering Economics 312

Abnormal Returns

JULY 28, 2024

wsj.com) Revolut now has a UK banking license. vox.com) Work Research on how race, class and location affect economic mobility in the U.S. ft.com) The economic schedule for the coming week. (allstarcharts.com) It's not just the U.S. that is seeing fewer publicly traded companies. wsj.com) In praise of the public pool.

License 286

License Financial Advising Economy Economics 286

Trade Brains

NOVEMBER 4, 2024

Gold is the ultimate security measure for central banks, which can be thought of as national treasure troves. Central banks hold gold bars in reserve to withstand economic downturns, much like we save money for unexpected expenses. The banking regulator on Tuesday said that in September 2024, it held 854.73

Insurance Coverage 105

Insurance Coverage Banking Economics Economy 105

Trade Brains

NOVEMBER 12, 2023

Best Banking Stocks With High FII Holdings : Banks are critical to the economy and necessary for individuals and businesses to thrive. The banking sector has benefited the most from India’s booming economy by lending loans, providing banking services, rural outreach, technology adoption, and so on. EPS ₹ 42.57

Banking 59

Banking Retail Accounting Government 59

MarketWatch

FEBRUARY 3, 2023

Bank of America Corp. Moynihan receives $30 million, compared with a 2021 total compensation of $32 million, the bank said. Moynihan’s leadership under this operating model particularly in this period of considerable economic uncertainty,” the bank said in a SEC filing. Bank of America notched a $27.5

Banking 98

Banking Economics Marketing Marketing 98

MarketWatch

FEBRUARY 6, 2023

was downgraded to sell from hold at Deutsche Bank, which also cut its price target to $11 from $13. While management blamed supply chain conditions as well as suboptimal material economics and poor operational execution, Rosner said he also worries about Ford's limited visibility into its supply base. Ford Motor Co.

Banking 98

Banking Economics Management Marketing 98

The Big Picture

JULY 29, 2022

The last time we looked at the State Coincident Indicators Index, all 50 States were in an economic expansion over the trailing 3 months. While we may not be in a recession yet, economic momentum has clearly slowed. The technical academic answer is we are not in a recession, but we are clearly slowing down economically.

Economics 318

Economics Retail Banking Economy 318

Abnormal Returns

JUNE 23, 2024

nytimes.com) Policy There are no neobanks without banks. axios.com) The economic schedule for the coming week. (nytimes.com) The defense sector can't hire workers fast enough. axios.com) AI Why Apple ($AAPL) is not bring AI to the EU. spyglass.org) AI needs data, including yours.

Medicine 309

Medicine Financial Advising Economy Media 309

Trade Brains

APRIL 18, 2023

Understanding what is Dosa Economics: In contrast to most bland economic theories, Dosa Economics remains the only one that makes our mouths water every time we discuss it. What is Dosa Economics or Dosanomics? In a situation where the interest rate offered by banks is set at 10% and the inflation rate stands at 10%.

Economics 52

Economics Banking Economy Investing 52

MarketWatch

MARCH 16, 2023

The European Central Bank on Thursday followed through on its plan to lift interest rates by 50 basis points, or half a percentage point, warning that “inflation is projected to remain too high for too long.” Credit Suisse shares stabilized after the bank said early Thursday it would tap $54 billion in credit from the Swiss National Bank.

Banking 76

Banking Planning Economics Marketing 76

Advisor Perspectives

AUGUST 7, 2024

A negative market reaction was triggered by a sharp selloff in Japanese stocks into the close earlier [Monday], with the Topix and Nikkei indices suffering 12% declines – their worst day since 1987. The selloff cascaded through global markets with the EuroStoxx 600 trading down over 3% on Monday and S&P 500 down about 3%.

Economics 52

Economics Banking Marketing Marketing 52

Nationwide Financial

MAY 25, 2023

Highlights from the Monthly Review for May 2023: Signs of decelerating economic growth in response to sharp Fed tightening suggest that the U.S. Key leading indicators including the yield curve and the Index of Leading Economic Indicators point to elevated recession risks over the next year. economy is in a pre-recessionary period.

Banking 52

Banking Economics Economy Financial Market 52

Trade Brains

OCTOBER 31, 2023

ESAF Small Finance Bank IPO Review : ESAF Small Finance Bank is coming up with the IPO which is set to be listed on the NSE and BSE. In this ESAF Small Finance Bank IPO review, we take a look the the banks operations, industry, financials, strengths, weaknesses, GMP & more. The bank manages assets worth 16,331Cr.

Banking 59

Banking Retail Financial Services Assets 59

The Big Picture

SEPTEMBER 29, 2023

In the past four quarters, economic forecasters have, on average, predicted a 42% probability of a contraction in the U.S. economy in the next quarter, according to the Survey of Professional Forecasters (SPF) conducted by the Federal Reserve Bank of Philadelphia. ” Why? By Jeremy Majerovitz St.

Economy 292

Economy Banking Economics 292