Carson Wealth

SEPTEMBER 30, 2024

And remember that 2019 came at the end of a massive deleveraging cycle, as households were repairing their balance sheets after the financial crisis, which had crushed stock and home prices. The ISM Manufacturing PMI (a survey of purchasing managers) averaged 48.8 Turns out, real GDP grew 3.0%

Marketing 96

Marketing Marketing Manufacturing Economics 96

Carson Wealth

JUNE 10, 2024

We see many clues inflation should continue to slow, including prices paid on manufacturing and services both coming in lower than expected last week, as did unit labor costs after a strong downward revision. What else could spark a stock rally? Better inflation data could be the next thing to watch.

Marketing 143

Marketing Marketing Economy Numbers 143

Trade Brains

SEPTEMBER 22, 2023

Operating Profit Margin (%) 19 The company had 43 Manufacturing Facilities and 18 Research and Development Facilities. Top Indian Stocks held by JP Morgan #5 – TeamLease Services Ltd Human resource services are offered by TeamLease Services Ltd. Particulars Amount Particulars Amount CMP (Rs) 634.9 ROE (%) 18.2

Portfolio Analysis 116

Portfolio Analysis Portfolio Healthcare Banking 116

Carson Wealth

SEPTEMBER 18, 2023

Retail sales have now increased at an annualized pace of 5% over the past three months, while manufacturing activity is also showing an uptick despite negative sentiment. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 96

Marketing Marketing Economy Retail 96

Carson Wealth

JULY 24, 2023

Combined with the boom in manufacturing construction, it’s not surprising that construction payrolls have increased by 88,000 this year and are about 339,000 above pre-pandemic levels. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 98

Marketing Marketing Economy Retail 98

Carson Wealth

DECEMBER 4, 2023

Lower rates can also spur business investment and cyclical parts of the economy, such as manufacturing. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. Compliance Case # 02008135_120423_C The post Market Commentary: What a Month!

Marketing 96

Marketing Marketing Economy Compliance 96

Carson Wealth

MAY 13, 2024

These include: Consumer-related indicators Housing indicators Business and manufacturing activity Sentiment Financial markets The Carson LEI indicates whether the economy is currently growing below trend, above trend, or on trend. Domestically, the LEI includes more than 20 components that capture the dynamics of the U.S.

Marketing 97

Marketing Marketing Economy Economics 97

Carson Wealth

SEPTEMBER 5, 2023

Within the payroll data were encouraging signs, including the fact that cyclical sectors such as construction and manufacturing added 38,000 jobs in August. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 89

Marketing Marketing Economy Compliance 89

Carson Wealth

APRIL 3, 2023

There are positives, including a Fed that may be done with rate hikes, lower inflation, a rebound in manufacturing, and a strong labor market. companies are re-shoring a record number of manufacturing jobs. Manufacturing construction, particularly in the computers and electronics industry, is booming as U.S.

Marketing 52

Marketing Marketing Manufacturing Electronics 52

Carson Wealth

AUGUST 19, 2024

Household spending is the engine of economic growth in the US, but industrial production, which includes manufacturing, mining and drilling activity, and utilities, remains an important secondary gauge of the economy’s health. A diversified portfolio does not assure a profit or protect against loss in a declining market.

Retail 96

Retail Marketing Marketing Sales 96

Carson Wealth

JULY 17, 2023

Even though inflation has come back quickly (more on that below), wages growing faster than inflation, small business sentiment is improving, consumer sentiment is improving, housing bottoming, manufacturing bottoming, and a consumer that is incredibly resilient, there is still plenty of worry to go around.

Marketing 98

Marketing Marketing Food Compliance 98

Carson Wealth

JANUARY 16, 2024

Our LEI places less emphasis on manufacturing and business sentiment and more on consumer spending, which makes up roughly two-thirds of the economy, than some widely followed LEIs. high technology manufacturing base in the last year has been extraordinary. In addition, the investment in the U.S.

Investments 96

Investments Investing Marketing Marketing 96

Carson Wealth

APRIL 1, 2024

Over the last six months, the biggest drag continues to be consumer expectations, manufacturing purchasing managers’ expectations of new orders, and the yield curve. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 97

Marketing Marketing Economy Economics 97

Carson Wealth

NOVEMBER 6, 2023

But here’s some perspective on those numbers: Job growth was impacted by the United Auto Workers strike, which pulled manufacturing employment down by 33,000, and those jobs will return next month. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 96

Marketing Marketing Economy Numbers 96

Carson Wealth

JANUARY 2, 2024

Carson’s team provides its top charts that tell the story of 2023, including the four-year presidential cycle, high-tech manufacturing, bond yields, equity style performance, and a certain chipmaker that received a lot of attention. Some are perhaps unorthodox, but they tell us a lot about 2023 while setting the scene for 2024.

Marketing 89

Marketing Marketing Economy Manufacturing 89

Trade Brains

SEPTEMBER 17, 2023

Techknowgreen Solutions IPO Review: About the Company Techknowgreen Solutions Limited was incorporated in 2001, it is an environment consulting firm that provides environment consulting services. Registrar to the Issue: Bigshare Services Private Limited. Cr Fresh Issue ₹16.72

Consulting 59

Consulting Government Compliance Clients 59

Carson Wealth

JANUARY 29, 2024

We will discuss the economic data in more detail below, but broadly, the data shows improvements in manufacturing, housing, services, and inflation as well as healthy employment and a strong consumer. Compliance Case # 02089242_012924_C The post Market Commentary: Good News Is Good News appeared first on Carson Wealth.

Marketing 97

Marketing Marketing Economy Government 97

Carson Wealth

MARCH 25, 2024

In short, housing is likely to add to GDP growth this year. Similarly, a pullback in rates will likely boost the manufacturing sector, as businesses start to invest more in equipment and machinery. Parts of the manufacturing sector, especially defense and hi-tech equipment, are already running strong.

Marketing 97

Marketing Marketing Economy Manufacturing 97

Trade Brains

NOVEMBER 15, 2023

The company provides a full variety of financial products and related services for RE projects and other value chain operations such as equipment manufacturing and transmission, from project conceptualization to post-commissioning.

Government 59

Government Compliance Commission Banking 59

Carson Wealth

JULY 10, 2023

includes 20+ components, including consumer-related indicators, which make up 50% of the index, housing activity, business and manufacturing activity, as well as sentiment and financial markets data. That’s on the back of declining headwinds from housing (yellow), business/manufacturing activity (green), and financial conditions.

Marketing 52

Marketing Marketing Economy Manufacturing 52

Carson Wealth

JUNE 12, 2023

This popular LEI is premised on the manufacturing sector and business activity/sentiment being leading indicators of the economy. It contains 10 major components, with more than half geared toward the manufacturing sector. It was developed a decade ago and is a key input into our asset allocation decisions.

Marketing 52

Marketing Marketing Economy Manufacturing 52

Carson Wealth

JULY 5, 2023

The resurgence of manufacturing construction in the U.S. Census Bureau collects data on manufacturers’ shipments and new orders for durable goods — big ticket items such as transportation equipment, including vehicles and aircrafts, machinery, computers and electronic products, electrical equipment and appliances, etc.

Marketing 52

Marketing Marketing Manufacturing Electronics 52

Carson Wealth

FEBRUARY 26, 2024

IBM, a still-formidable company but not included among the so-called Magnificent Seven of tech-oriented giants, manufactured 70% of the world’s computers in the 1960s and became the largest company by market cap by 1966, holding onto the position until the late 1970s.

Marketing 96

Marketing Marketing Valuation Economy 96

Trade Brains

FEBRUARY 28, 2024

The Company has been investing in the creation of a responsible AI that emphasizes responsibility, security, and compliance. These are Hi-Tech and Manufacturing , Banking , Financial Services and Insurance , and Consumer Services. of the revenue, followed by South Africa which brings in 11.2%.

Engineering 100

Engineering Government B2B Clients 100

Trade Brains

SEPTEMBER 11, 2024

Angel One offers technology-driven financial services to its clients. Services include broking, advisory, margin funding, and loans against shares. With a commitment to brand building and regulatory compliance, Angel One is well-positioned for sustained growth in the evolving fintech landscape. Market Cap (Cr.)

Manufacturing 52

Manufacturing Clients Planning Marketing 52

Carson Wealth

MARCH 27, 2023

Housing data is rallying, manufacturing is showing signs of a low, and the consumer is demonstrating incredible resilience. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. Still, economic data is improving.

Marketing 52

Marketing Marketing Banking Economics 52

Carson Wealth

APRIL 10, 2023

Services, manufacturing, and job openings all were weak, but the monthly jobs data (more below) was a bright spot. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 52

Marketing Marketing Economy Banking 52

Carson Wealth

AUGUST 21, 2023

Four positive stories on the manufacturing front are tailwinds for the economy. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. Inflation was up just 1.9% That’s incredible and indicates how strong households are.

Marketing 52

Marketing Marketing Economy Retail 52

Carson Wealth

AUGUST 7, 2023

The cyclical areas, especially construction, manufacturing, and leisure and hospitality, remain on the softer side, with job growth totaling to 34,000. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 52

Marketing Marketing Government Economy 52

Carson Wealth

MAY 22, 2023

Manufacturing, especially vehicle production, is turning around. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. Compliance Case # 01772498 The post Market Commentary: Stocks Keep Chugging Along appeared first on Carson Wealth.

Marketing 52

Marketing Marketing Economy Economics 52

Carson Wealth

JUNE 26, 2023

Stack the housing turnaround, lower core inflation, and a potential end to the rate hike cycle on top of the following: continued strength in consumption; growing incomes as energy and food prices fall; easing supply chain bottlenecks; and pickup in manufacturing, especially for the auto sector.

Marketing 52

Marketing Marketing Economy Numbers 52

Brown Advisory

AUGUST 14, 2023

Consequently, the correlations between our financial investments are low (aside from Mastercard and Visa) and this sector doesn’t show up as an outlier risk – notably it is well below our 5% “watch closely” level. ROIC calculations presented use LFY (last fiscal year) and exclude financial services.

Investments 52

Investments Investing Portfolio Accounting 52

Carson Wealth

FEBRUARY 5, 2024

Anything else that is trending higher, be it housing or even manufacturing, is all icing on the cake. The manufacturing sector, which some surveys show is supposedly in a recession, created 23,000 jobs in January. I’m going to go out on a limb and say that manufacturing is not in a recession!

Marketing 97

Marketing Marketing Economy Manufacturing 97

The Big Picture

FEBRUARY 28, 2023

And this isn’t dissimilar from what’s happened in prior eras within the financial services sector. You know, when I was a kid, my dad ran a manufacturing facility, and I remember being with him on the floor, you know, at the manager’s window or whatever, and him walked around that floor.

Clients 147

Clients Investments Investing Assets 147

Carson Wealth

FEBRUARY 3, 2025

More worryingly, fixed nonresidential investment, i.e. business investment, fell 2.2%, driven by an 8% drop in equipment spending and a 2% decline in investment into structures like manufacturing facilities and other buildings. Focus On the Big Picture Manufacturing is not a big part of the US economy. Compliance Case # 7594817.1._020325_C

Marketing 75

Marketing Marketing Economy Investments 75

Carson Wealth

DECEMBER 23, 2024

For one thing, PCE inflation is elevated right now because of lagging shelter data and financial services (thanks to portfolio management services inflation driven by higher stock prices). This is quite confounding. A diversified portfolio does not assure a profit or protect against loss in a declining market.

Marketing 72

Marketing Marketing Economy Economics 72

The Big Picture

MAY 21, 2024

And meanwhile, I was doing, you know, I was working at this financial services company and I was really interested in what they were doing. Whereas in 1980, 70% of it was manufacturing asset intensive, et cetera. It’s a changing animal.

Numbers 147

Numbers Management Banking Marketing 147