Truemind Capital

JULY 19, 2024

By mid-June, the Nifty had bounced back from its lows, driven by expectations of a stable coalition government and positive monsoon forecasts, which are vital for the rural economy and consumption sectors. Global developed markets are also riding on a bull. The current P/E Multiple of ~24.5x

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

Abnormal Returns

MARCH 26, 2024

(wsj.com) Books Gary Stevenson’s book “The Trading Game” helps explain the past twenty years in the financial markets. blockworks.co) When banks start pitching Bitcoin allocations. qz.com) Economy The Roaring 20's are here. lefsetz.com) Crypto FTX sold its stake in Athropic to some big names. Enjoy it while you can.

Financial Advising 279

Financial Advising Media Economy Banking 279

Advisor Perspectives

MARCH 29, 2023

I’ve received more emails and calls from clients on the failure of SVB Bank than I did on the stock market crash in April of 2020. That tells me there is wide concern today about the stability of the economy and financial markets.

Banking 52

Banking Economy Financial Market Clients 52

Abnormal Returns

OCTOBER 16, 2023

ft.com) Finance The global banking business is doing just fine, thank you. axios.com) Charles Schwab's ($SCHW) bank is still leaking deposits. wealthmanagement.com) Global The UK's financial markets are dying on the vine. wsj.com) Economy Home sales have fallen off the table in 2023.

Financial Advising 273

Financial Advising Media Communication Banking 273

Truemind Capital

APRIL 21, 2023

Equity Market Insights: The last quarter has seen one of the major shakeups from the prevailing easy situation over the last decade for the global economies. Thankfully, the Governments intervened to avoid major spillover effects on the overall economy. The Adani saga also aggravated volatility. 5%) and by RBI (25 bps to 6.5%).

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

Truemind Capital

JANUARY 16, 2024

They like to talk about Bajaj Finance and not Yes Bank in their portfolio. Global growth exceeded projections, primarily propelled by the resilient performance of the US economy. Debt Market Insights: Fed’s dovish stance in the December policy meeting resulted in a surge in bond prices and consequently fall in yields.

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

Nationwide Financial

MARCH 22, 2023

The failures of Silicon Valley Bank and Signature Bank and concerns about the solvency of other U.S. regional banks dominated the attention of investors, business leaders, and consumers last week. The stresses in the banking system and ripple effects in the financial markets even overshadowed the incoming inflation data.

Economics 98

Economics Banking Sales Retail 98

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.

Banking 59

Banking Retail Accounting Government 59

Nationwide Financial

MAY 25, 2023

economy is in a pre-recessionary period. But businesses are pulling the reins on expenses and inventories, trends that typically result in a cooler labor market down the road. Financial markets expect the Fed to stop tightening rates in June and to pivot to rate cuts within a few months.

Banking 52

Banking Economics Economy Financial Market 52

Abnormal Returns

NOVEMBER 3, 2022

economist.com) The Bank of England has joined the 75bp hike club. bbc.com) Economy Still no sign that layoffs have accelerated. abnormalreturns.com) Spending does more than change your bank balance. abnormalreturns.com) Why rough edges remain in financial markets: people.

Financial Advising 208

Financial Advising Media Banking Economy 208

Truemind Capital

AUGUST 12, 2023

Despite being widely expected for many months, the recession has yet to materialize in the US and other developed economies. The interesting question is why the recession has yet not occurred even after one of the fastest increases in interest rates in history by all the major Central Banks in a very short span of time.

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

Nationwide Financial

JUNE 8, 2023

While financial markets are pricing in several rate cuts before year end, we look for the Fed to wait until 2024 to ease its policy stance due to lingering inflationary trends. Equity markets continue to trend higher in 2023 even with a high probability of recession later this year and downside risks caused by bank credit tightening.

Economy 52

Economy Marketing Marketing Retail 52

International College of Financial Planning

FEBRUARY 3, 2024

Finance Minister Nirmala Sitharaman highlighted the substantial progress of the Indian economy over the past decade, noting effective inflation control measures that have maintained inflation rates within acceptable limits. in FY2023, in line with upward revision made by the Reserve Bank of India during December 2023. to exceed ₹ 1.72

Budgeting 52

Budgeting Financial Market Investing Investments 52

Abnormal Returns

MAY 23, 2023

theblock.co) AI Fake AI stories will continue to roil the financial markets. fastcompany.com) Finance Why aren't more regional banks merging? washingtonpost.com) London, as a financial center, is at-risk of being left behind. theverge.com) Economy The median new home sales price is down 15.3% from the peak.

Financial Advising 246

Financial Advising Media Economy Banking 246

MarketWatch

APRIL 12, 2023

economy will fall into a "mild recession" later this year as banking stress continues to rattle financial markets. Federal Reserve officials, meeting days after the collapse of Silicon Valley Bank, agreed that the stress in the banking sector would slow U.S.

Banking 75

Banking Economy Economics Financial Market 75

MarketWatch

MARCH 9, 2023

stocks closed sharply lower Thursday, with the selloff deepening in afternoon trade as investors monitored tumbling bank stocks and waited on a highly anticipated month jobs report to help gauge how high interest rates may be headed. and the Nasdaq Composite Index COMP closed down 2.1%, according to preliminary FactSet data.

Banking 75

Banking Economy Economics Financial Market 75

Abnormal Returns

NOVEMBER 2, 2022

wsj.com) Economy The 3 month-18 month Treasury spread is almost inverted. abnormalreturns.com) Spending does more than change your bank balance. abnormalreturns.com) Why rough edges remain in financial markets: people. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Portfolio 245

Portfolio Financial Advising Medical Retail 245

Nerd's Eye View

APRIL 3, 2024

With a plethora of interdependent and ever-changing parts, gaining a clear (or even not-terribly-fuzzy) understanding of where the economy stands at any given moment is a daunting task, to say the least. At the same time, value and international stocks continue to lag, trading as if the economy is already in the depths of a serious recession.

Economics 195

Economics Marketing Marketing Valuation 195

Trade Brains

AUGUST 31, 2022

Tamilnad Mercantile Bank Ltd. In this article, we will look at the Tamilnad Mercantile Bank IPO Review 2022 and analyze its strengths and weaknesses. Tamilnad Mercantile Bank IPO Review – About The Company. The bank caters to micro, small and medium enterprises (“MSME”), agricultural and retail customers (“RAM”).

Banking 52

Banking Retail Accounting Management 52

Trade Brains

JUNE 2, 2023

Best Private Bank Stocks in India: As of May 2023, India has a total of 25 listed private banks. There are only six large-cap banks which are very well known to us like HDFC Bank, Axis Bank, and ICICI Bank. Keep reading to find out more about the Best Private Bank Stocks in India. billion as of 2022.

Banking 52

Banking Financial Services Retail Assets 52

Trade Brains

OCTOBER 13, 2024

It’s the rate banks charge each other for overnight loans. This rate influences borrowing costs across the economy. By adjusting it, they aim to keep the economy balanced. When the Fed adjusts rates, it sends ripples through economies far beyond U.S. As economies reopened post-lockdowns, pent-up demand surged.

Economics 52

Economics Banking Economy Food 52

MarketWatch

APRIL 4, 2023

economy could be about to tip into a recession, following Tuesday’s data which revealed the red-hot labor market is finally loosening up. Because we’ve really seen job openings remain elevated for quite some time, today’s data was significant,” said Edward Moya, a senior market analyst for the Americas at OANDA Corp.

Economy 76

Economy Marketing Marketing Banking 76

The Big Picture

SEPTEMBER 21, 2022

We must keep at it until the job is done.’ ( Wall Street Journal ) see also The “Data-Dependent” Fed and the Data Interpreting the mixed signals across the economy, with a focus on inflation, jobs, and market pricing. ( Don’t Take Financial Advice From Kanye West : Nothing fails quite like success. The Overshoot ).

Financial Advice 285

Financial Advice Engineering Economy Management 285

Trade Brains

JUNE 14, 2024

Yes Bank: Imagine a nation without a secure and efficient banking system. Businesses wouldn’t be able to access capital for growth, individuals would struggle to manage their finances and the overall economy would grind to halt. Banks are the lifeblood of any economy. What went wrong with Yes bank?

Banking 105

Banking Retail Accounting Assets 105

MarketWatch

MARCH 14, 2023

Contagion fears triggered by the speedy collapse of two regional banks in less than a week is raising the risk of a crisis in confidence in U.S. NINJA loans) were the problem in the GFC [2007-2008 Great Financial Crisis], whereas the ‘toxic’ asset in the [next] crisis would be government bonds!” The flip-side scenario is that the U.S.

Government 76

Government Banking Assets Management 76

MarketWatch

JUNE 22, 2023

Henry Nicholls/Agence France-Presse/Getty ImagesA flurry of interest-rate hikes from European central banks on Thursday is darkening the outlook for the global economy, reigniting fears about a U.S. Central banks in England, Norway, Switzerland and Turkey all lifted interest rates to combat inflation, even as the U.S.

Banking 40

Banking Marketing Marketing Economy 40

Abnormal Returns

NOVEMBER 6, 2022

tker.co) Economy The many ways the FOMC could mess things up. economy is missing a bunch of foreign-born workers. abnormalreturns.com) Spending does more than change your bank balance. abnormalreturns.com) Why rough edges remain in financial markets: people. ritholtz.com) The U.S.

Financial Advising 130

Financial Advising Economy Media Taxes 130

Abnormal Returns

NOVEMBER 1, 2022

Markets How major asset classes performed in October 2020. capitalspectator.com) Don't be surprised to see the stock market rally before the economy bottoms out. klementoninvesting.substack.com) Economy The Fed is most hurting the middle class through rising rates. theringer.com) In America, lumber mills are moving south.

Accounting 130

Accounting Startup Financial Advising Valuation 130

Abnormal Returns

NOVEMBER 4, 2022

hunterwalk.com) Global The Canadian economy continues to add jobs. washingtonpost.com) Housing The housing market is worse than you think. vitaliy.substack.com) The housing market is deteriorating faster than the data shows. nytimes.com) Economy You can find signs of weakness in the October NFP report if you look.

Asset Allocation 130

Asset Allocation Financial Advising Startup Economy 130

Nationwide Financial

JUNE 13, 2023

economy is moving towards a downturn. But the overheated labor market also increases concerns of persistent high services inflation. (pg. 2) Financial Markets: Summer heats up for markets Investors celebrated that the debt ceiling crisis was averted.

Banking 52

Banking Economy Economics Financial Market 52

Nationwide Financial

FEBRUARY 14, 2023

economy is in the late cycle period with the Fed responding to rapid inflation with a sharp tightening of monetary policy to slow domestic demand. Key Takeaways: Economic Review: Labor market is too hot for the economy’s own good Job growth was stunningly strong in January and the unemployment rate fell to its lowest level since 1969.

Marketing 52

Marketing Marketing Economy Economics 52

Investing Caffeine

OCTOBER 1, 2024

Economy Strong, So Why Cut Now? Before the Fed’s last action a couple weeks ago, the last Fed rate cut occurred in 2020 (a -1.50% cut) in the midst of a global pandemic with the aim of boosting financial activity while the brick-and-mortar economy had effectively been shut down. Second quarter GDP growth came in at +3.0%

Economy 52

Economy Economics Government CFP 52

Nationwide Financial

MARCH 21, 2023

economy is in the late cycle period with the Fed expected to tighten monetary policy further to slow still rapid inflation. Key leading indicators (including the yield curve) point to elevated recession risks over the next year, although the labor market has been resilient to rate increases to date.

Banking 52

Banking Economy Retail Economics 52

Nationwide Financial

APRIL 18, 2023

economy are indicative of a late-cycle period. Businesses are seeing demand for goods and services fade, which should drive further cooling of the labor market in coming months. A recession may not be imminent, but signals of weaker growth continue to spread across the economy. (pg.

Economy 52

Economy Economics Banking Manufacturing 52

Nationwide Financial

MARCH 23, 2023

Key Takeaways: At the outset of March’s FOMC meeting, there was speculation that the Fed would pause rate increases, especially with the current banking crisis. How are markets reacting to this news? What impact are these rate increases having on inflation and the overall economy? Find us however you listen below.

Economics 52

Economics Economy Banking Financial Market 52

Nationwide Financial

APRIL 25, 2023

But the strong momentum from the job market should deter an outright recession for some time with solid income growth supporting purchasing power. While the banking crisis has settled for now, banks are poised to further tighten lending standards and another rate hike from the Fed looks likely in early May.

Budgeting 52

Budgeting Banking Economy Economics 52

Discipline Funds

JUNE 22, 2023

My general view is this: When inflation and private sector debt is high, low interest rates near 0% have a limited impact on long-run inflation because monetary policy works primarily through the banking system and the demand for credit in such environments is generally muted. Further, QE is a quantity tool and not a price tool.

Banking 59

Banking Economy Financial Market Investing 59