Carson Wealth

OCTOBER 9, 2023

The September payroll report confirms the economy is strong. Aggregate income is rising above the pace of inflation, and that’s powering the economy. Wage growth is easing, which should alleviate concerns that the economy is overheating. Expectations for a stronger economy are driving interest rates higher.

Marketing 134

Marketing Marketing Economy Government 134

Carson Wealth

JUNE 10, 2024

May job growth surprised to the upside with the economy adding a robust 272,000 jobs. How the consumer is tapped out, the economy is headed for a recession, only a few stocks are going up, and so on endlessly. The Bureau of Labor Statistics (BLS) actually measures this, via a metric called “part-time employment for economic reasons.”

Marketing 143

Marketing Marketing Economy Numbers 143

Carson Wealth

JULY 29, 2024

Q2 GDP Growth Confirms Economic Resilience The economy grew at an annualized pace of 2.8% It’s a very solid, but not spectacular, number, just in the top half of all quarters since 2010, but looking at it in the context of the rate environment shows just how resilient the economy has been. almost broke the economy in 2019.

Marketing 97

Marketing Marketing Economy Transportation 97

Carson Wealth

JULY 24, 2023

economy has accelerated over the past year, defying calls of recession amid the Fed’s aggressive rate hikes. We just received a tremendous amount of data to round out the economic picture in the second quarter (Q2). In sum: Not only is there no recession, but the economy does not even appear to be headed for a “landing” at this point.

Marketing 98

Marketing Marketing Economy Retail 98

Carson Wealth

OCTOBER 30, 2023

While economic growth may have peaked in the third quarter, we expect the economy to remain supportive. With the economy on firm footing and sentiment turning pessimistic, we remain optimistic a significant year-end rally is still possible. The Energizer Bunny Economy You just can’t put this economy down.

Marketing 96

Marketing Marketing Economy Government 96

Carson Wealth

MAY 13, 2024

Economic data remains supportive, according to the Carson Leading Economic Indicator, which is pointing to above-trend growth. While some cracks may be forming, the economy remains on firm footing. Admittedly, it can be hard to get a full picture of the economy as the data rolls in week after week. and 28 other countries.

Marketing 97

Marketing Marketing Economy Economics 97

Carson Wealth

APRIL 29, 2024

The Headline GDP Number Masks a Strong Economy The economy grew 1.6% Excluding these categories provides a much clearer picture of actual spending and production in the economy, i.e., final demand after adjusting for inflation. After adjusting for inflation, the economy is almost 1% larger than the CBO projected.

Marketing 97

Marketing Marketing Economy Government 97

Carson Wealth

JANUARY 29, 2024

In 2022, positive economic data typically led to a sell-off in the stock market, and weak data often led to a rally. Strong economic growth and better data should be viewed positively, as it shows the economy isn’t falling into a recession. The economy ran above trend last year, despite high interest rates.

Marketing 97

Marketing Marketing Economy Government 97

Carson Wealth

SEPTEMBER 30, 2024

The economy continues to surprise to the upside, as we will discuss more below. With earnings hitting new highs and the economy continuing to expand, it’s no wonder stocks have hit 42 new all-time highs in 2024. That’s because in the US, a recession is officially “dated” by the National Bureau of Economic Research (NBER).

Marketing 95

Marketing Marketing Manufacturing Economics 95

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

Carson Wealth

OCTOBER 7, 2024

Strong Job Numbers Are Good News for the Economy and Markets There’s been valid concern that employment conditions are deteriorating, ever so slowly. If you combine wage growth with employment growth and hours worked, we get a sense of aggregate income growth across all workers in the economy. in April 2023 to 4.3%

Marketing 96

Marketing Marketing Economy Economics 96

Carson Wealth

NOVEMBER 27, 2023

The economy remains strong, the consumer is healthy, the wall of worry is intact, and manufacturing is bottoming. The Consumer Is Strong We’ve been hearing for two years that the consumer was tapped out and the economy was headed for a recession. Stocks rallied again last week and are now up four weeks in a row. onshoring).

Marketing 96

Marketing Marketing Manufacturing Retail 96

Carson Wealth

JULY 31, 2023

After a large reversal Thursday, stocks bounced back Friday, bolstered by the continued impressive performance of the economy (further details below). Economic growth accelerated over the past year, defying tight policy and expectations. Moderate” is Fedspeak for a strong economy. The economy grew 2.4% 5.50% range.

Economy 52

Economy Marketing Marketing Compliance 52

Carson Wealth

SEPTEMBER 25, 2023

The Fed made a big shift in its projections and is now much more bullish on the economy. Expectations for a stronger economy also mean the Fed is projecting fewer rate cuts next year. Two: Fed members are buying that the economy is strong. That is a huge shift and an acknowledgement that the economy is strong.

Marketing 96

Marketing Marketing Economy Government 96

Carson Wealth

APRIL 1, 2024

The Conference Board’s widely followed Leading Economic Index finally had its first monthly gain after 23 consecutive months of declines. As long-time followers of this commentary know, we’ve been quite bullish on both the stock market and the economy for well over a year now. Could stocks fall in April? Right now, our U.S.

Marketing 97

Marketing Marketing Economy Economics 97

Carson Wealth

JANUARY 8, 2024

A “Goldilocks” December jobs report highlights sustained momentum for the economy as it continues its path to normalization. Goldilocks Job Numbers as Economy Powers Ahead The December payroll report was strong on the surface, with 216,000 jobs created last month and the unemployment rate firm at 3.7%. History says to expect it.

Marketing 96

Marketing Marketing Economy Numbers 96

Carson Wealth

AUGUST 12, 2024

The late week rebound was supported by better economic data, including some good jobs-related numbers. But as the week progressed things calmed down and better economic data showed fears of a recession were once again overblown. This recent patch of volatility is really quite normal, even for good years for stocks.

Marketing 95

Marketing Marketing Numbers Economy 95

Carson Wealth

AUGUST 19, 2024

As we will discuss below in more detail, we still believe the US economy is just fine. Given the somewhat gloomy economic expectations still baked into the market following the weaker-than-expected August 2 jobs report, the market response was decisively positive. Yes, it might be slowing some, but slowing doesn’t mean a recession.

Retail 96

Retail Marketing Marketing Sales 96

Risk Management Guru

NOVEMBER 20, 2023

This is due in part to the increasing number of challenges facing the industry, such as inflation, economic uncertainty, and geopolitical tensions. Regulatory compliance : The regulatory landscape is constantly changing. Technology : The financial services industry is undergoing a period of rapid technological change.

Risk Management 105

Risk Management Financial Services Management Compliance 105

Carson Wealth

NOVEMBER 6, 2023

Although many were worried, the economy remained quite strong and odds were high the Fed was done hiking rates. The economy is normalizing, which could loosen tight financial conditions and boost cyclical activity. The October payroll report indicates the economy is slowing from its red-hot pace.

Marketing 96

Marketing Marketing Economy Numbers 96

Carson Wealth

FEBRUARY 12, 2024

But now we have a healthy economy, well-contained inflation, a Federal Reserve set to cut rates, improving productivity, record earnings, and stocks at all-time highs. As we wrote in our 2024 Outlook, “Seeing Eye to Eye” ( download here ), productivity growth is a game-changer for the economy.

Marketing 97

Marketing Marketing Economy Investments 97

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. Chief Compliance Officer. Insurance Advisor.

Budgeting 88

Budgeting Compliance Accounting Insurance 88

Carson Wealth

MARCH 25, 2024

A Dovish Fed Signals Rate Cuts Amid a Strong Economy — That’s Bullish The Federal Reserve left rates unchanged at its March meeting, but the headline takeaway was that the median official continues to project three interest rate cuts in 2024, each worth 0.25%. Fed officials upgraded their economic growth projections for 2024 from 1.4%

Marketing 97

Marketing Marketing Economy Manufacturing 97

Carson Wealth

DECEMBER 4, 2023

The economy overall remained firm and the consumer quite healthy all along, but the realization that inflation was no longer a headwind prompted stocks to rise. Fed officials are now acknowledging that inflation can fall even as the economy remains strong and unemployment stays low. What sparked the historic rally? over the last six.

Marketing 96

Marketing Marketing Economy Compliance 96

Carson Wealth

DECEMBER 18, 2023

In their updated “ Summary of Economic Projections ,” they revised their estimates of core inflation for 2023 down from 3.7% Markets were off to the races after the Fed released its statement and economic projections. Lower interest rates can have significant positive effects on the economy, including on mortgage rates.

Marketing 96

Marketing Marketing Economy Investing 96

Carson Wealth

JANUARY 16, 2024

We believe the odds of a recession remain low, with continued income growth, a recovery in rate-sensitive cyclical areas of the economy, and untapped potential for productivity gains helping to support the expansion. Market participants, strategists, policymakers, and the economy rarely saw eye to eye.

Investing 96

Investing Investments Marketing Marketing 96

Carson Wealth

NOVEMBER 13, 2023

ECONOMY The economy saw blockbuster productivity growth in the third quarter. ECONOMY: PRODUCTIVITY GROWTH COULD BE A GAME CHANGER Lost in all the consternation over a weak payroll report this month was robust productivity data, which was released earlier. But this was not because the productive capacity of the economy expanded.

Marketing 96

Marketing Marketing Economy Startup 96

Carson Wealth

MARCH 11, 2024

The bottom line is the economy is strong because the labor market is strong. The global economy was in shambles, and people were losing their jobs all around. The economy created 275,000 jobs in February, well above expectations for an increase of 200,000. Bank stocks were outright collapsing, with many down 90%.

Marketing 97

Marketing Marketing Economy Retirement 97

Carson Wealth

SEPTEMBER 18, 2023

At the same time, we do not expect Fed members to even hint that they’re thinking about cutting rates any time soon, especially since the economy continues to show strength, as evidenced by relatively strong retail sales and industrial production data last week. That will be a welcome break.

Marketing 95

Marketing Marketing Economy Retail 95

Carson Wealth

MAY 6, 2024

This Bull Market Is Still Young As we’ve been saying for close to 18 months, we think we are in a new bull market and the economy will avoid a recession over the coming year. The April jobs number showed a healthy job market while easing concerns that the economy is overheating. Not much has changed, and we still feel this way.

Marketing 97

Marketing Marketing Economy Numbers 97

Carson Wealth

NOVEMBER 20, 2023

That is particularly meaningful because households have more income to spend elsewhere — keeping consumption and the economy humming. The positive news from the October CPI report is the economy is experiencing broad disinflation, and there’s more to come. The October “surprise” came on the back of lower gasoline prices, which fell 5%.

Marketing 96

Marketing Marketing Economy Distribution 96

Carson Wealth

JULY 8, 2024

The economy added 206,000 jobs in June, ahead of expectations of 190,000. Fortunately, the doers drive the economy; the thinkers only report on it. The economy created 206,000 jobs last month, above expectations for a 190,000 increase. These down cycles can adversely impact the productive capacity of the economy in future years.

Marketing 97

Marketing Marketing Economy Numbers 97

Carson Wealth

JANUARY 2, 2024

The economy surprised, the consumer remained resilient, stocks soared, and even bonds did well on the year thanks to a late-innings rally. The Manufacturing Renaissance is Here Sonu Varghese, VP and Global Macro Strategist I’ve never seen an economic chart like this, especially one related to factory construction.

Marketing 88

Marketing Marketing Economy Manufacturing 88

Carson Wealth

JUNE 12, 2023

Carson’s leading economic index indicates the economy is not in a recession. The bottom line is many bears have been proven wrong, as the economy continued to surprise to the upside, inflation came back to earth, and overall earnings estimates increased. economy. This has run contrary to most economists’ predictions.

Marketing 52

Marketing Marketing Economy Manufacturing 52

Carson Wealth

JULY 10, 2023

We continue to hear predictions of a stock market fall and economic recession, but we disagree with both assessments. The big picture is the economy is normalizing. Big Picture: The Economy Is Normalizing We started this year discussing how the economy has been at the “edge of normal” in our 2023 outlook.

Marketing 52

Marketing Marketing Economy Manufacturing 52

Carson Wealth

APRIL 8, 2024

economy continues to look solid, with markets rallying Friday after a stronger-than-expected jobs report. Of course, markets will ultimately respond to movement in the economy and corporate America, which we discuss below. economy, and the job market is leading the way. last week, getting the first quarter off to a slow start.

Marketing 96

Marketing Marketing Valuation Economy 96

Carson Wealth

OCTOBER 14, 2024

As long-time readers know, Carson Investment Research has been on record since November of 2022 that the lows were indeed in and prices were going higher, and that the economy would surprise to the upside and avoid a recession. There is some concern that inflation is surging even as economic activity remains strong, the “no-landing” scenario.

Marketing 96

Marketing Marketing Numbers Food 96