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Market Commentary: Another October Low Forming?

Carson Wealth

The consumption numbers quoted above came amidst surging student loan payments. Even the manufacturing sector, within industrial production, is trending upward. Throw in higher fiscal spending on manufacturing and we shouldn’t be surprised the economy is strong. in the third quarter. Compare that to the 2018-2019 pace of 1.7%

Marketing 143
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Market Commentary: Risks Increase, But Don’t Overreact to the Turbulence

Carson Wealth

Thursday’s set of economic data saw initial jobless claims rise to their highest level in a year, alongside a weak manufacturing ISM number. Missed in this news flow was a stronger-than-expected productivity number reported Thursday, something we’ve been expecting all year. Stocks fell and bonds rallied as yields fell.

Marketing 141
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Market Commentary: Good Riddance February, Hello March

Carson Wealth

If a consumer or business buys something thats manufactured abroad (like a TV), it doesnt add to US gross domestic product. An elevated dollar is a drag on US exports, and the manufacturing industry. I already mentioned the headwind to manufacturing exports from a strong dollar. This is a risk we highlighted in our 2025 Outlook.

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Market Commentary: Stocks Hit New Highs Amid a Year of Milestones

Carson Wealth

The economy created 227,000 jobs in November, close to expectations, which somewhat made up for the low 36,000 number in October (revised up from 12,000). year-over-year pace, spurred by building construction (residential, but also non-residential like manufacturing facilities) and even home improvements.

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Market Commentary: The Summer Rally Continues Amid Strong Job Gains

Carson Wealth

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. We didn’t even see significant revisions to March and April payroll numbers, and the 3-month average now sits at 249,000.

Marketing 142
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Market Commentary: Strong Jobs Report Gets the “Good News Is Bad News” Treatment

Carson Wealth

Back then a technology name was also the largest in market cap IBM, the dominant manufacturer of mainframe computers. Monthly numbers can be noisy and so a 3-month average is helpful. Compliance Case # 7521978.1._011325_C IBM had the highest market cap for most of 1965 1988, as its mainframe dominance turned into PC dominance.

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We the People

David Nelson

By David Nelson, CFA CMT Congress is close to passing a $52 Billion subsidy for the Chip industry to on shore semiconductor manufacturing here in the United States. Most have a compliance division to monitor employee trading. You don’t have to be a corporate insider to meet the test. Just ask Martha Stewart.