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

Abnormal Returns

APRIL 9, 2024

(cnbc.com) Global Japan is trying to rebuild its chip manufacturing sector. wsj.com) Economy State coincident indicators show continued economic strength. ritholtz.com) The links between the stock market and economy are tenuous. nytimes.com) Russia is illegally holding Ukrainians in Crimea.

Financial Advising 264

Financial Advising Manufacturing Economy Media 264

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. npr.org)

Financial Advising 284

Financial Advising Economics Economy Manufacturing 284

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 322

Economics Banking Retail Economy 322

The Big Picture

SEPTEMBER 2, 2022

You can see why the NBER does not rely on GDP (pink line) alone; GDP was slightly negative, while Manufacturing and Trade Sales were more negative. It is difficult to look at these 6 (or 7) data points honestly and draw the conclusion that the nation’s economic activity in the first half shrunk.

Manufacturing 325

Manufacturing Economy Economics Sales 325

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 284

Financial Advising Medical Economy Economics 284

The Big Picture

APRIL 21, 2023

Manufacturing firms? This is not the same economy as the pre-Covid era. This is the economy of “pushing price” and finding that marginal dollar. That was supposed to be a headwind to the US economy and inflationary pressures. And P&G does not appear to have found it yet. Pushing price. Services firms? Pushing price.

Economy 329

Economy Banking Manufacturing Management 329

Trade Brains

OCTOBER 23, 2024

Deloitte has released a promising forecast for India’s economic growth. Dr. Rumki Majumdar sees India’s economy showing strong resilience after the election period. The country maintains its position among the world’s fastest-growing large economies. First, the manufacturing sector shows remarkable expansion.

Economy 116

Economy Manufacturing Economics Investments 116

Abnormal Returns

APRIL 21, 2024

humbledollar.com) Companies Why Boeing ($BA) took its eye off manufacturing quality. npr.org) Economy Why wealth inequality is growing. papers.ssrn.com) The economic schedule for the coming week. (microcapclub.com) No portfolio strategy is perfect. theatlantic.com) How success is changing Novo Nordisk ($NVO).

Financial Advising 278

Financial Advising Taxes Communication Manufacturing 278

Abnormal Returns

MARCH 20, 2024

(entertainmentstrategyguy.com) Global It's hard to put a positive spin on Brexit for the UK economy. bloomberg.com) Ukraine is trying to boost its own weapons manufacturing. reuters.com) Economy By any reasonable measure, the average American is better off economically than they were four years ago.

Financial Advising 253

Financial Advising Startup Valuation Economy 253

Abnormal Returns

AUGUST 7, 2023

coindesk.com) Companies How Apple ($AAPL) saves money on new chips manufactured by Taiwan Semi ($TSM). wsj.com) Economy Tyler Cowen, "It’s important to resist the temptation to think of economic expansions in moral terms." Crypto PayPal ($PYPL) has launched its own stablecoin. second quarter results.

Financial Advising 246

Financial Advising Manufacturing Media Banking 246

Abnormal Returns

MAY 19, 2024

awealthofcommonsense.com) The stock market is not the economy. sherwood.news) First Solar ($FSLR) is now the world's most valuable solar panel manufacturer. economist.com) Economy Why is labor continuing to decline as a percentage of the economy? wsj.com) The economic schedule for the coming week.

License 210

License Financial Advising Economy Manufacturing 210

Abnormal Returns

JANUARY 21, 2024

apparel manufacturers are facing new competitive pressure. theatlantic.com) Economy Americans are pretty happy with their own finances. papers.ssrn.com) The economic schedule for the coming week. (wsj.com) Policy Noah Smith, "U.S. industrial policy is running into at least three big sets of problems." noahpinion.blog) U.S.

Financial Advising 213

Financial Advising Economy Manufacturing Media 213

Mish Talk

DECEMBER 2, 2022

Economy Added 263,000 Jobs in November" Both reports and mainstream in general miss the big picture captured in my lead chart. Manufacturing jobs are still strong, at least as reported. Average weekly hours of manufacturers fell 0.2 I expected that decline in manufacturing hours and expect still more coming up.

Manufacturing 327

Manufacturing Retirement Numbers Economics 327

Abnormal Returns

NOVEMBER 19, 2023

rollingstone.com) Ammunition manufactured in a federal facility has found its way into the hands of mass shooters. wsj.com) Economy The hard part of disinflation is done. apricitas.io) The economic schedule for the coming holiday-shortened week. nytimes.com) AR-15s are designed to kill human beings. largely unchecked.

Financial Advising 278

Financial Advising Commission Manufacturing Media 278

Abnormal Returns

AUGUST 17, 2023

morningstar.com) Economy Any single economic data point is filled with noise. ritholtz.com) Vehicle manufacturing is holding up industrial production. (marketwatch.com) Times are tough for marijuana-related ETFs. etf.com) How options income ETFs are marketed. economist.com) On the prospects of a spot Bitcoin ETF.

Financial Advising 246

Financial Advising Valuation Manufacturing Government 246

The Big Picture

FEBRUARY 3, 2024

Wired ) • If you want to know where the world economy is headed, look at the bottom of this toy car : We have a small collection of these cars, and occasionally I use them as a teaching tool. As the Mac enters its fifth decade, Apple says it will continue to evolve. The post 10 Weekend Reads appeared first on The Big Picture.

Portfolio Management 291

Portfolio Management Economics Retail Manufacturing 291

Abnormal Returns

JULY 24, 2022

tker.co) On the secular decline of manufactured housing. marketwatch.com) Policy Government employment is not back to pre-pandemic levels. (humbledollar.com) Economy James Surowiecki, "Regardless, the essential point is that Americans are treating the job market as irrelevant next to inflation and gas prices."

Financial Advising 264

Financial Advising Food Manufacturing Government 264

Mish Talk

DECEMBER 16, 2022

Early Benchmark Methodology Preliminary (not-yet-benchmarked) state employment estimates from the Bureau of Labor Statistics (BLS) continue to be subject to significant revisions around turning points in the economy. Nonetheless, economic cheerleaders tout the monthly data even when the household survey shows major discrepancies.

Food 361

Food Sales Economics Retail 361

The Big Picture

MARCH 28, 2024

2020: Covid : With the economy closed, people locked down, and local businesses crashing, many were expecting a replay of the previous market crash. The expectations were this would be temporary, as supply chains would untangle and manufacturers would come back online. This was a money-losing set of narratives.

Manufacturing 340

Manufacturing Economy Economics Marketing 340

Calculated Risk

DECEMBER 1, 2022

The ISM manufacturing index indicated contraction. Chair of the Institute for Supply Management® (ISM®) Manufacturing Business Survey Committee: “ The November Manufacturing PMI® registered 49 percent , 1.2 The Manufacturing PMI® figure is the lowest since May 2020, when it registered 43.5 (Posted with permission).

Manufacturing 105

Manufacturing Economy Economics Management 105

Calculated Risk

JANUARY 10, 2024

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2024. 2) Employment: Through November 2023, the economy added 2.6 2) Employment: Through November 2023, the economy added 2.6 Or will the economy lose jobs? Or will the economy lose jobs? million jobs in 2023. million jobs in 2023.

Economy 119

Economy Manufacturing Economics Sales 119

Calculated Risk

MAY 1, 2023

The ISM manufacturing index indicated contraction. From ISM: Manufacturing PMI® at 47.1% From ISM: Manufacturing PMI® at 47.1% Chair of the Institute for Supply Management® (ISM®) Manufacturing Business Survey Committee: “ The April Manufacturing PMI® registered 47.1 The PMI® was at 47.1% in March, up from 46.3%

Manufacturing 100

Manufacturing Economy Economics Management 100

The Big Picture

MARCH 22, 2023

manufacturing can’t compete on cost, but it has a leg up in some areas. ( CIO ) see also Job Listings Abound, but Many Are Fake : In an uncertain economy, companies post ads for jobs they might not really be trying to fill. manufacturing can’t compete on cost, but it has a leg up in some areas. (

Risk Management 294

Risk Management Manufacturing Management Government 294

The Big Picture

AUGUST 22, 2022

Remote Work Is Sticking : About a third of all service work and just under 10% of manufacturing work in the region was being done remotely—a huge jump from 8% and 3%, respectively, before the pandemic. Liberty Street Economics ) see also Pizza? Wall Street Journal ). You Need Banh Mi to Get Employees Back to the Office. Axios ). •

Food 307

Food Manufacturing Government Retirement 307

Mish Talk

DECEMBER 1, 2022

A Big Trucking Red Flag Composite PMI Manufacturing Has Peaked This Cycle. ISM data provides strong evidence that Manufacturing Has Peaked This Cycle The only major component of the Manufacturing PMI ® not in contraction is production. One way or another and perhaps both, there is huge problem somewhere. Thanks for Tuning In!

Manufacturing 208

Manufacturing Retail Economy Economics 208

Mish Talk

DECEMBER 5, 2022

Please consider the November 2022 Services ISM ® Report On Business ® Economic activity in the services sector grew in November for the 30th month in a row — with the Services PMI ® registering 56.5 However, the recent ISM manufacturing report went into contraction, catching up a bit with S&P. percent, 2.4 percent, 2.4

Economy 190

Economy Manufacturing Economics Healthcare 190

Brown Advisory

AUGUST 11, 2023

The Equity Beat: Old Economy Stocks Aging Like Fine Wine mhannan Fri, 08/11/2023 - 17:10 Unlike my good friends who frequent Baltimore’s finest dining establishments about as often as the division-leading Orioles win (you know who you are), I would never be confused for a wine connoisseur. was only marginally better.

Economy 98

Economy Manufacturing Clients Economics 98

The Big Picture

NOVEMBER 28, 2023

Stay at Home Macro ) • The Great Disconnect: Why Voters Feel One Way About the Economy but Act Differently : Americans are angry and anxious, and not just about prices, which may be driving economic sentiment more than their financial situations, economists said. ( The good news stretches far beyond the rich. Jobs are plentiful.

Economy 234

Economy Manufacturing Taxes Economics 234

Nationwide Financial

FEBRUARY 27, 2023

March 1: ISM Manufacturing ISM manufacturing stays in contraction The ISM manufacturing index is expected to see a slight uptick in February but should remain in contractionary territory. Under normal circumstances, January’s spending would be celebrated as a sign of robust consumer activity and continued economic expansion.

Economics 98

Economics Sales Manufacturing Economy 98

Abnormal Returns

NOVEMBER 1, 2023

finance.yahoo.com) Economy The ISM Manufacturing index fell for the 12th straight month. advisorperspectives.com) Americans aren't used to economic volatility. (nytimes.com) A new hedge fund is set to launch with a unique structure: an attached news organization attached. on.ft.com) Two Sigma is spinning off its impact arm.

Financial Advising 162

Financial Advising Retail Manufacturing Media 162

Carson Wealth

OCTOBER 23, 2023

The economy has strong momentum, with growth accelerating since the first half of the year. Economic indicators across consumption, income, industry and the labor market don’t point to a recession. Through June 2023, the economy grew 2.4% Since then, the economy has accelerated. annualized pace over the last three months.

Marketing 143

Marketing Marketing Economy Retail 143

Calculated Risk

SEPTEMBER 1, 2022

The ISM manufacturing index indicated expansion. From ISM: Manufacturing PMI® at 52.8% From ISM: Manufacturing PMI® at 52.8% Chair of the Institute for Supply Management® (ISM®) Manufacturing Business Survey Committee: “ The August Manufacturing PMI® registered 52.8 (Posted with permission). The PMI® was at 52.8%

Manufacturing 75

Manufacturing Economy Economics Management 75

Trade Brains

SEPTEMBER 6, 2023

And now the world’s 2nd largest economy is experiencing a fall after the covid lockdown recovery. 2023 was supposed to be China’s economic comeback year. It is also not shocking that China is reducing the release of lots of public economic data. And this is not the first time China’s economy has run into trouble.

Economy 72

Economy Manufacturing Economics Investing 72

Calculated Risk

AUGUST 1, 2024

The ISM manufacturing index indicated expansion. From ISM: Manufacturing PMI® at 46.8% From ISM: Manufacturing PMI® at 46.8% Chair of the Institute for Supply Management® (ISM®) Manufacturing Business Survey Committee: “ The Manufacturing PMI® registered 46.8 A Manufacturing PMI® above 42.5 percent, 1.9

Manufacturing 63

Manufacturing Economy Economics Management 63

Calculated Risk

APRIL 1, 2024

The ISM manufacturing index indicated expansion. From ISM: Manufacturing PMI® at 50.3% March 2024 Manufacturing ISM® Report On Business® Economic activity in the manufacturing sector expanded in March after contracting for 16 consecutive months, say the nation's supply executives in the latest Manufacturing ISM® Report On Business®.

Manufacturing 61

Manufacturing Economy Economics Management 61

Calculated Risk

JULY 3, 2023

The ISM manufacturing index indicated contraction. Chair of the Institute for Supply Management® (ISM®) Manufacturing Business Survey Committee: “ The June Manufacturing PMI® registered 46 percent , 0.9 Regarding the overall economy, this figure indicates a seventh month of contraction after a 30-month period of expansion.

Manufacturing 69

Manufacturing Economy Economics Management 69