The Big Picture

APRIL 5, 2024

He heads Evercore ISI’s economic research team. During his career, Hyman has been ranked as #1 in economics an unprecedented 43 consecutive times by Institutional Investor’s poll of investors. Ed Hyman’s favorite books The post MiB: Ed Hyman on Using Economic Data Opportunistically appeared first on The Big Picture.

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Economics Economy Investing Investments 173

Abnormal Returns

FEBRUARY 14, 2024

variety.com) Economy Inflation has stopped going down. (sixcolors.com) Streaming There are still a lot of questions to answer about the new sports streaming service. theverge.com) Streaming has not killed off movie piracy. variety.com) We really did hit Peak TV. econbrowser.com) You should probably take a March cut off the table.

Economics 203

Economics Financial Advising Insurance Media 203

Abnormal Returns

JUNE 23, 2024

scheplick.com) Business The degenerate economy is booming. msn.com) Heat is going to increasingly play a role in how the economy works. wapo.st) Economy More companies are now touting price cuts. axios.com) The economic schedule for the coming week. disciplinefunds.com) Always check the ticker.

Medicine 312

Medicine Financial Advising Economy Media 312

Abnormal Returns

APRIL 8, 2024

(finance.yahoo.com) Global With a rate hike in the books, is Japan's economy finally normalizing? marketwatch.com) How India could help drive global economic growth. bloomberg.com) Economy The employment economy is humming along. bonddad.blogspot.com) Where the manufacturing economy stands.

Financial Advising 279

Financial Advising Economy Manufacturing Media 279

The Big Picture

NOVEMBER 17, 2022

That is according to a study by Julian di Giovanni, who publishes at the NY Fed’s blog Liberty Street Economics. Still, I cannot help but observe that the FOMC response to pandemic-induced inflation is blunt, excessive and unnecessarily painful to the middle and lower economic earners. Liberty Street Economics, August 24, 2022).

Medicine 363

Medicine Economics Medical Economy 363

Abnormal Returns

MAY 12, 2024

vox.com) Economy Some signs of economic caution. klementoninvesting.substack.com) The economic schedule for the coming week. (betonit.ai) Even low-skill immigrants benefit the U.S. bloomberg.com) Crime The U.S. murder rate has fallen precipitously. Why isn't anyone talking about it?

Financial Advising 279

Financial Advising Economy Economics Media 279

The Big Picture

MAY 16, 2024

The Misery Index — the combination of Inflation and unemployment — failed as a bearish criticism of the economy. If you have a bearish mindset , and seek confirmation of that perspective, then the next economic critique after the Misery Index you try on for size is “Stagflation.”

Advertising 321

Advertising Economics Economy Banking 321

The Big Picture

FEBRUARY 20, 2023

With a clean and simple interface, it puts all of the key economic indicators the FOMC tracks — Real GDP Growth, Unemployment Rate, PCE Inflation, Core PCE Inflation, and the Federal Funds Rate — in one convenient location. The Macro Snapshot also dives deeper into three core aspects of the economy: 1.

Economics 306

Economics Economy Marketing Marketing 306

Abnormal Returns

JULY 28, 2024

vox.com) Work Research on how race, class and location affect economic mobility in the U.S. ft.com) Economy The case for the Fed to cut rates. wsj.com) How the post-pandemic economy is messing with the Sahm Rule. ft.com) The economic schedule for the coming week. wsj.com) In praise of the public pool.

License 290

License Financial Advising Economy Economics 290

The Big Picture

JULY 25, 2022

How much will the economy slow in Q3 and Q4? Will the economic slowdown continue into 2023? How much will the economy slow in Q3 and Q4? But there is a tomorrow and my expectations are that if the Fed overtightens (as they appear on track to do) then the next 12 months will be less economically robust than the prior 12.

Economy 345

Economy Economics Engineering Food 345

Abnormal Returns

SEPTEMBER 1, 2024

ft.com) Policy Why housing (policy) matters so much for the economy. wsj.com) Economy Q3 GDP is tracking mid-2% growth. econbrowser.com) The economic data through July were largely positive. apolloacademy.com) The economic schedule for the coming week. fa-mag.com) Wirehouses are listing more active ETFs.

Financial Advising 295

Financial Advising Valuation Economy Economics 295

Abnormal Returns

AUGUST 25, 2024

Vance's hometown of Middletown, OH is experiencing an economic turnaround. papers.ssrn.com) Is economic globalization really going in reverse? danieldrezner.substack.com) Economy Layoffs have not yet picked up. apolloacademy.com) The economic schedule for the coming week. politico.com) The U.S.

Financial Advising 278

Financial Advising Economics Media Economy 278

The Big Picture

MAY 4, 2023

The least contentious of which is that modest increases in minimum wages increase economic activity and create jobs. I have been nurturing a pet thesis as to why higher minimum wages are a net positive for an economy: It acts as a transfer of revenue allocation from low-wage employers and franchisees from Capital to Labor.

Food 364

Food Economy Retail Retirement 364

Abnormal Returns

AUGUST 14, 2024

etf.com) Economy Core July CPI rose 0.2%. axios.com) A slowing economy doesn't a recession make. morningstar.com) Understanding official economic data is a skill in and of itself. (sherwood.news) Fund management Ten questions for Vanguard's new CEO Salim Ramji. bonddad.blogspot.com) Mortgage applications are picking up.

Financial Advising 287

Financial Advising Economy Media Economics 287

Abnormal Returns

SEPTEMBER 29, 2024

crr.bc.edu) Economy The U.S. economy is not too hold or too cold. apolloacademy.com) You have to squint hard to find weakness in the economy. noahpinion.blog) The economic schedule for the coming week. (theverge.com) Who pays for teacher pensions? carsongroup.com) A look at the Misery Index over the past decade.

Financial Advising 298

Financial Advising Economy Media Economics 298

The Big Picture

JULY 29, 2022

The last time we looked at the State Coincident Indicators Index, all 50 States were in an economic expansion over the trailing 3 months. Taking rates to the 1.50%-1.75% range had some bite, and we see the impact of this higher cost of credit combined with inflation impacting the economy. The diffusion index = 100. increase in 1Q.

Economics 321

Economics Banking Retail Economy 321

Abnormal Returns

SEPTEMBER 8, 2024

nytimes.com) Economy The risks of a recession are rising. econbrowser.com) The Fed is always dealing with economic crosscurrents. tker.co) Why economic data is iffier: lower response rates. apolloacademy.com) The economic schedule for the coming week. (msn.com) It's way past time to get rid of the penny.

Marketing 279

Marketing Marketing Financial Advising Economics 279

The Big Picture

JUNE 17, 2024

These reflect the economic dominance of one specific part of the economy or another for very long periods of time. They are based on historical data that looks at 200 Years of Market Concentration. You might be surprised at the findings. As the chart above shows, there are long periods of market concentration.

Marketing 316

Marketing Marketing Engineering Economics 316

Abnormal Returns

SEPTEMBER 30, 2024

sherwood.news) China's stock market is on board with economic stimulus. awfulannouncing.com) Economy Is election uncertainty holding back the economy? ft.com) Immigration is making it harder to gauge the labor economy. Markets The China stock market rally is very broad. ETF investor attention.

Financial Advising 265

Financial Advising Financial Advice Economy Media 265

Abnormal Returns

JANUARY 28, 2024

fasterplease.substack.com) Economy The U.S. economy is in its best shape since the 1990s. economy is the envy of the rest of the developed world. wapo.st) The economic schedule for the coming week. (npr.org) Global fertility rates are plunging. awealthofcommonsense.com) How do you define a 'soft landing'?

Marketing 278

Marketing Marketing Financial Advising Economy 278

The Big Picture

DECEMBER 1, 2023

We talked about how you should think about Wall Street forecasts about the economy. The entire discussion is worth watching, but the video below is teed up for the economic forecasting discussion. Economy, State by State (November 22, 2023) Can Economists Predict Recessions? Previously : Slowing U.S.

Economy 288

Economy Economics Portfolio Marketing 288

Abnormal Returns

OCTOBER 6, 2024

eig.org) Immigration affects the economy in a lot of different ways. thecausalfallacy.com) Economy The labor economy is still on track. economy at present. econbrowser.com) The economic schedule for the coming week. (wsj.com) The pros and cons of buffered ETFs. tker.co) Q3 GDP is tracking around 3% growth.

Financial Advising 279

Financial Advising Economy Food Insurance 279

Abnormal Returns

OCTOBER 13, 2024

rogersplanning.blogspot.com) Cities Detroit is experiencing an economic rebound. vox.com) Economic warfare doesn't work out how you would think. apolloacademy.com) Economy Inflation is still coming down, but at a slower rate. econbrowser.com) The economic schedule for the coming week. reason.com) The U.S.

Financial Advising 279

Financial Advising Government Economics Media 279

Abnormal Returns

DECEMBER 31, 2023

nytimes.com) Economy The economic graph of 2023. bonddad.blogspot.com) The American manufacturing economy is bumping along. wsj.com) The economic schedule for the coming week. (bbc.com) Belarus is complicit in the abduction of Ukrainian children. npr.org) Human population may soon peak.

Financial Advising 285

Financial Advising Medical Economy Economics 285

Abnormal Returns

NOVEMBER 12, 2023

ft.com) Economy Q4 GDP is tracking at 2%. econbrowser.com) Any economic slowdown is coming with consumers in pretty good shape. tker.co) On the divergence between consumer sentiment and the economy. mrzepczynski.blogspot.com) Economic activity continues to shift toward these four Sunbelt cities.

Financial Advising 285

Financial Advising Economics Economy Manufacturing 285

The Big Picture

JANUARY 12, 2023

If that sounds somewhat counterintuitive, allow me to explain my thought process by looking at five major economic sectors: 1. Shipping : The pandemic lockdown forced the economy to pivot from services to goods; demand soared as people were stuck living – and working – at home. Semiconductors. But at What Cost? ( New York Times ).

Economy 299

Economy Economics Media Retirement 299

Abnormal Returns

SEPTEMBER 15, 2024

pnas.org) Economics Has the economics profession gotten too insular? washingtonpost.com) Economy Just how restrictive is monetary policy right now? econbrowser.com) The economic schedule for the coming week. (wsj.com) Buffered ETFs keep gaining assets. etf.com) Immigration What the data says about immigration levels.

Marketing 276

Marketing Marketing Financial Advising Media 276

Abnormal Returns

JUNE 7, 2024

theverge.com) Economy Ezra Klein talks with Annie Lowery about the growing economic disconnect. theatlantic.com) Michael Klein talks with David Rapson about the economics of EV adoption. (time.com) Reese’s Book Club has an audio home on Apple Books.

Economy 265

Economy Economics Investing Investments 265

Abnormal Returns

JULY 7, 2024

awealthofcommonsense.com) When did the 'degenerate economy' really take hold? politico.com) Economy The unemployment rates is low but headed higher. disciplinefunds.com) The labor economy is slowing. carsongroup.com) The economic schedule for the coming week. howardlindzon.com) Crypto Mt Gox's Bitcoins are in motion.

Financial Advising 265

Financial Advising Economy Media Economics 265

Abnormal Returns

NOVEMBER 5, 2023

wsj.com) Five insights from "Economics in America: An Immigrant Economist Explores the Land of Inequality" by Angust Deaton. currentaffairs.org) Economy The Sahm rule did not trigger in October 2023. currentaffairs.org) Economy The Sahm rule did not trigger in October 2023. ritholtz.com) Rate hikes are working.

Assets 272

Assets Financial Advising Healthcare Economy 272

Abnormal Returns

MAY 26, 2024

downtownjoshbrown.com) Strategy The economy is not the stock market, and vice versa. slowboring.com) Economy Air travel is now well above pre-pandemic levels. calculatedriskblog.com) The economy isn't in recession, but it isn't perfect. apolloacademy.com) The economic schedule for the coming week.

Financial Advising 268

Financial Advising Economy Education Media 268

Abnormal Returns

AUGUST 4, 2024

(sherwood.news) Economy The U.S. economy is on shakier ground. ft.com) The labor economy has slowed down to pre-pandemic levels. econbrowser.com) The economic schedule for the coming week. axios.com) Cullen Roche, "The Fed is in a real bind now." disciplinefunds.com) The American consumer is slowing down.

Financial Advising 275

Financial Advising Startup Economy Taxes 275

Abnormal Returns

JULY 19, 2024

(wsj.com) Economics Q2 GDP is tracking around 2%. manufacturing economy that are booming. carsongroup.com) Political partisanship is working its way into real economic data. ft.com) Earlier on Abnormal Returns Podcast links: harsh economic truths. calculatedriskblog.com) Is it even possible to weaken the U.S.

Financial Advising 263

Financial Advising Media Economics Manufacturing 263

Calculated Risk

DECEMBER 4, 2024

Fed's Beige Book Economic activity rose slightly in most Districts. Though growth in economic activity was generally small, expectations for growth rose moderately across most geographies and sectors. Three regions exhibited modest or moderate growth that offset flat or slightly declining activity in two others.

Economics 111

Economics Economy Sales Investing 111

Abnormal Returns

OCTOBER 14, 2024

etf.com) Economy Six things Presidential candidates want you to believe about the economy including 'The President controls gas prices.' mrmoneymustache.com) The 2024 Nobel Prize in Economics goes to Daron Acemoglu, Simon Johnson and James Robinson.

Financial Advising 279

Financial Advising Economy Assets Insurance 279

Abnormal Returns

APRIL 3, 2024

theringer.com) Economy How well does consumer sentiment correlate with the real economy? bonddad.blogspot.com) Part-time is not a negative for the economy if it isn't for economic reasons. (cnn.com) The Cleveland Cavaliers' Dan Gilbert and the Phoenix Suns' Mat Ishbia are continuing their beef in the NBA.

Financial Advising 264

Financial Advising Economy Media Economics 264

The Big Picture

SEPTEMBER 29, 2023

In the past four quarters, economic forecasters have, on average, predicted a 42% probability of a contraction in the U.S. economy in the next quarter, according to the Survey of Professional Forecasters (SPF) conducted by the Federal Reserve Bank of Philadelphia. .” 40%) probability of happening. By Jeremy Majerovitz St.

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