Abnormal Returns

MAY 19, 2023

blairbellecurve.com) Economy Q2 GDP is trending around 2%. bonddad.blogspot.com) Earlier on Abnormal Returns Podcast links: the economics of innovation. newsletter.abnormalreturns.com) Mixed media How AI can subtly influence you and your communications. podcasts.apple.com) Housing sales have bottomed. Have prices?

Financial Advising 130

Financial Advising Advertising Communication Media 130

The Big Picture

JULY 21, 2023

disinflation sweeps through 2023, without a cratering of employment or the wider economy so far, the narrative is shifting again – and encouraging hopes that bruising central bank tightening may be short-lived too. My end-of-week morning train WFH reads: • Inflation undershoot? Narrative shifts again. But as impressive U.S.

Engineering 239

Engineering Valuation Communication Media 239

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. emphasis added

Economics 122

Economics Communication Banking Economy 122

The Big Picture

FEBRUARY 16, 2023

Carson ) • Don’t believe what anyone says about the economy. Washington Post ) but see also One plausible explanation for this too-good-to-be-true economy : The most plausible explanation of all is that the pandemic and subsequent recovery were so unusual that the normal rules of economics don’t apply. Including me.

License 147

License Economy Communication Numbers 147

Discipline Funds

AUGUST 2, 2024

We’ve spent much of the last year explaining how higher rates were slowly putting the screws to the broader economy. The economy doesn’t land like a plane. 5%+ interest rates are not a normalized economy and now looks far too restrictive. None of this is terribly surprising to readers here.

Financial Planning 114

Financial Planning Assets Asset Allocation Economy 114

Nationwide Financial

AUGUST 3, 2022

In economic terms, inflationary psychology essentially means consumers advance their purchases to offset future price increases. When shock events occur, predictable patterns of herd behavior, panic buying, and changes in economic behavior occur.

Economics 105

Economics Banking Communication Economy 105

David Nelson

OCTOBER 31, 2022

Led Zeppelin’s Communication Breakdown was the quintessential rock song with two lines of lyrics that set the tone for what’s taking place in the communication sector this year. Communication breakdown, it’s always the same Havin’ a nervous breakdown, a-drive me insane Every U.S. Look to China for a parallel.

Communication 98

Communication Math Economy Management 98

Cornerstone Financial Advisory

FEBRUARY 26, 2024

Stocks Rally To Record Highs Stocks traded in a fairly tight range for the first half of the short week, yawning at the lack of economic data while awaiting earnings results from one key company that creates chips that power the artificial intelligence operations of many firms. 3,4 This Week: Key Economic Data Monday: New Home Sales.

Marketing 105

Marketing Marketing Economics Taxes 105

Calculated Risk

SEPTEMBER 17, 2023

On the meeting this week from BofA: " We expect the Fed to stay on hold at the September FOMC meeting , consistent with recent Fed communications and current market pricing. The biggest focus of the September meeting should be the updated Summary of Economic Projections (SEP). Economic projections will be released at this meeting.

Banking 115

Banking Economics Economy Communication 115

Calculated Risk

JULY 3, 2024

In discussing their individual outlooks for the target range for the federal funds rate, participants emphasized the importance of conditioning future policy decisions on incoming data, the evolving economic outlook, and the balance of risks. emphasis added

Transportation 90

Transportation Communication Food Economics 90

Calculated Risk

OCTOBER 30, 2022

In our view, based on the median policy rate path as expressed in the September SEPs and communication from some FOMC participants like San Francisco Fed President Mary Daly, the committee is likely to engage in a debate on the appropriateness of slowing the pace of policy rate hikes beginning in December. June 2022 1.5 June 2022 1.5

Communication 138

Communication Banking Economy Economics 138

Cornerstone Financial Advisory

FEBRUARY 19, 2024

Weekly Market Insights: Market Retreats On Inflation, Economic Reports Presented by Cornerstone Financial Advisory, LLC Stocks fell last week as investors reacted to disappointing inflation updates and other economic reports that fell short of estimates. 4 This Week: Key Economic Data Tuesday: Leading Indicators.

Marketing 105

Marketing Marketing Taxes Economics 105

Carson Wealth

SEPTEMBER 23, 2024

Let’s Not Get Too Excited Yet Yes, stocks hit new highs across the board last week on optimism about an economy that would likely avoid a recession and a Fed that was now cutting rates. All this is very positive for the economy. And if economic growth remains resilient, bond yields should not be moving lower. Matching the 13.9%

Marketing 96

Marketing Marketing Economy Economics 96

Cornerstone Financial Advisory

MARCH 4, 2024

1 Economic news also helped boost markets. Consumers Remain Upbeat With all the excitement over AI, it’s easy to overlook some key economic indicators that also speak to the underlying strength of the economy—specifically, consumer data. 3,4 This Week: Key Economic Data Monday: Motor Vehicle Sales.

Marketing 101

Marketing Marketing Economics Taxes 101

Cornerstone Financial Advisory

AUGUST 1, 2022

Undaunted by another Fed rate hike and news of a contracting economy, the stock market rallied last week on better-than-expected corporate earnings. Powell indicated that it might become appropriate to slow the pace of future hikes, and he didn’t believe the economy had entered into recession. Economy Contracts . Factory Orders.

Marketing 104

Marketing Marketing Taxes Economics 104

Calculated Risk

MAY 24, 2023

debt ceiling and communication from several Federal Reserve officials last week, which sent Treasury yields higher, along with mortgage rates. Economic data released over the past week have also pointed to a still-resilient economy. Added Kan, “Investors remained attuned to the uncertainty around the U.S.

Communication 98

Communication Economy Economics Sales 98

Cornerstone Financial Advisory

OCTOBER 23, 2023

Yields rose after traders speculated that strong economic data might persuade the Fed to raise rates. Economic Strength, Housing Weakness The economy continued to evidence surprising strength according to data released last week. 6,7 This Week: Key Economic Data Tuesday: Purchasing Managers’ Index (PMI). Jobless Claims.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

MARCH 11, 2024

The economy added 275,000 jobs in February—exceeding the 198,000 expected—but wage growth slowed, and jobless claims edged up. Some investors saw that as a negative, while others viewed it as a “Goldilocks” moment—an economy that’s not too hot or cold. 6,7 This Week: Key Economic Data Tuesday: Consumer Price Index.

Marketing 103

Marketing Marketing Insurance Taxes 103

Brown Advisory

JUNE 23, 2016

NOW 2016 | Energy, Money and the New World Economy achen Thu, 06/23/2016 - 10:27 The benefits to the U.S. economy since 2008. Yergin is one of the most soughtafter thought leaders on the interplay of energy, international politics and the global economy. from its “revolution” in shale oil production have been far-reaching.

Economy 52

Economy Communication Clients Taxes 52

Brown Advisory

JUNE 23, 2016

NOW 2016 | Energy, Money and the New World Economy. economy since 2008. Yergin is one of the most soughtafter thought leaders on the interplay of energy, international politics and the global economy. This communication and any accompanying documents are confidential and privileged. Thu, 06/23/2016 - 10:27.

Economy 52

Economy Communication Clients Taxes 52

Cornerstone Financial Advisory

FEBRUARY 5, 2024

Instead, investors interpreted it as confirmation of a robust economy. 3 This Week: Key Economic Data Monday: ISM Services Index. Source: Investors Business Daily – Econoday economic calendar; February 2, 2024 The Econoday economic calendar lists upcoming U.S. 2 Source: YCharts.com, February 3, 2024.

Marketing 104

Marketing Marketing Taxes Economics 104

The Big Picture

SEPTEMBER 12, 2022

And so, coming out of school, I studied Economics and Spanish Literature, and I applied to a — a program that actually targeted Liberal Arts majors. BITTERLY MICHELL: … obviously, the United States, the global economy. It was at Bank One, at the time. Like lives are completely changed across …. RITHOLTZ: Right. risk matters.

Clients 299

Clients Wealth Management Banking Investing 299

Cornerstone Financial Advisory

FEBRUARY 12, 2024

Economic Strength The strength of the U.S. economy has come into the spotlight. An analysis conducted by The Wall Street Journal recently proposed that the economy’s resilience could be attributed, at least in part, to the productivity driven by the technology sector. Treasury note yield is expressed in basis points.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

OCTOBER 31, 2022

Stocks overcame poor earnings results from some of America’s largest companies to post gains last week as investors cheered positive earnings surprises, easing inflation and a rebound in economic growth. Meanwhile, positive earnings surprises from “old economy” companies powered markets higher. Economic Growth Exceeds Expectations.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

SEPTEMBER 5, 2023

Weekly Market Insights: September Stocks Open In Positive Territory Presented by Cornerstone Financial Advisory, LLC Falling bond yields–spurred by weak economic data–helped lift stocks to weekly gains. A downward revision of Q2 economic growth and fresh signs of a cooling labor market reversed the recent rise in bond yield.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

MARCH 25, 2024

He added that if the economy keeps on its current course, that the FOMC would likely “begin dialing back policy restraint at some point this year.” 4,5 This Week: Key Economic Data Monday: New Home Sales. If the FOMC votes to ease it at its June meeting, it would be the first cut in four years. Tuesday: Durable Goods Orders.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

OCTOBER 2, 2023

Mixed Economic Signals Amid recent signs of a labor market cooling (a hopeful sign for ending rate hikes), last Thursday’s initial jobless claims report showed only a slight increase of 204,000. 6 This Week: Key Economic Data Monday: Institute for Supply Management (ISM) Manufacturing Index. PCE is the Fed’s preferred inflation gauge.)

Marketing 111

Marketing Marketing Taxes Economics 111

Cornerstone Financial Advisory

JANUARY 8, 2024

Jobs and services sector news painted a better picture of the economy on Thursday, but as the 10-year Treasury hit 4%, stock prices responded negatively. 3,4 This Week: Key Economic Data Tuesday: International Trade in Goods. Source: YCharts.com, January 6, 2024. News of unemployment remaining steady at 3.7% also helped sentiment.

Marketing 98

Marketing Marketing Taxes Economics 98

Clever Girl Finance

MAY 13, 2023

19 recession-proof jobs Expert tip Skills for success Protecting your finances from difficult economic times What is the best job to have when the economy is struggling? How to still do well financially in a bad economy? Our physical and mental health doesn’t care about what’s going on in the economy.

Healthcare 85

Healthcare Education Economy Transportation 85

Good Financial Cents

DECEMBER 14, 2022

And while there’s no guarantee that any job will be immune to cutbacks or layoffs, some industries weather economic storms better than others. CFOs typically have a deep understanding of economic theory and practice and strong analytical and problem-solving skills. Communication Skills. Financial Examiner.

Budgeting 88

Budgeting Compliance Accounting Insurance 88

Discipline Funds

NOVEMBER 8, 2023

Macroeconomic Overview Our macroeconomic forecast for 2023 called for a year of disinflation and “muddle through” That means we expected the economy to remain sluggish and for inflation to show positive rates of change that were sequentially slower. To learn more about our investment management service please contact us here.

Asset Allocation 78

Asset Allocation Economy Financial Market Assets 78

The Irrelevant Investor

MARCH 10, 2020

One of my favorite ways to communicate how the stock market works to younger investors comes from this one in William Bernstein's Four Pillars of Investing: A superb metaphor for the long-term/short-term dichotomy in stock returns comes from Ralph Wanger, the witty and incisive principal of the Acorn Funds.

Marketing 52

Marketing Marketing Economy Communication 52

Trade Brains

SEPTEMBER 26, 2024

This expansion has transformed how Indians communicate and access information in their daily lives. However, it remains crucial for India’s digital future and economic development. We’ll examine how these companies shape the industry today, their market strategies, and their impact on consumers and the economy.

Government 98

Government Communication Marketing Marketing 98

The Big Picture

SEPTEMBER 10, 2024

In doing so, I thought this conversation was really quite fascinating, and I think you will also, especially if you’re not only interested in equity, but curious as to how to combine various aspects of market functions, valuation, economic cycle, fed actions into one coherent strategy. But generally starts with the economic cycle.

Valuation 162

Valuation Clients Investing Investments 162

James Hendries

MARCH 6, 2023

Suggesting an economy makes “no landing” makes no sense. Economic activity does not stop like an airplane eventually does, but rather the economy will settle into a steady state where growth is consistent with factors such as population and productivity. Analogies eventually break down, especially this one.

Marketing 52

Marketing Marketing Economy Economics 52

Carson Wealth

FEBRUARY 20, 2024

Last week’s weakness was mainly due to declines in large tech and communication services companies, while small- and mid-caps gained on the week. The economy remains on firm footing overall, and we expect record earnings this year. We’ve made a lot of progress, without a slowdown in economic growth or an increase in unemployment.

Marketing 96

Marketing Marketing Economy Medicine 96

James Hendries

JUNE 20, 2023

As the economy is likely downshifting, investors should take heed that the Federal Reserve’s (Fed) current stance is eerily similar to early 2007. During that time, the Fed held a tightening bias since they believed the housing market was stabilizing, the economy would continue to expand, and inflation risks remained.

Marketing 52

Marketing Marketing Economy Communication 52