Meb Faber Research

NOVEMBER 15, 2023

Episode #508: Jim Bianco on “The Biggest Economic Event of Our Lifetime” & The End of the 40-Year Bond Bull Market Guest: Jim Bianco is the President and Macro Strategist at Bianco Research, which offers macro investment research on financial markets.

Economics 87

Economics Marketing Marketing Financial Market 87

Truemind Capital

AUGUST 12, 2023

All the sectors went up with major sectoral growth seen in auto (up 22%), realty (up 33%), and consumer durables (up 13%) on the back of an improving economic outlook. The recent rally in the market has made the valuations more expensive compared to historical standards.

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

International College of Financial Planning

FEBRUARY 3, 2024

lakh crore, reflecting vigorous economic activity. Meanwhile, global markets showed varied responses, with the US markets experiencing a downturn on Wednesday. This mixed financial landscape underscores the dynamic nature of global and Indian markets, influenced by domestic policies and international economic conditions.

Budgeting 52

Budgeting Financial Market Investments Investing 52

Nationwide Financial

MARCH 22, 2023

The stresses in the banking system and ripple effects in the financial markets even overshadowed the incoming inflation data. Fed officials argue that they can separate changes in interest rates from banking/market/liquidity stresses due to the use of emergency Fed programs. Retail sales declined 0.4

Economics 98

Economics Banking Sales Retail 98

Advisor Perspectives

SEPTEMBER 7, 2023

This week was packed with several key economic releases that helped provide insight into the overall state of the U.S. Policymakers and advisors closely monitor economic indicators to understand recession risk and the direction of interest rates because the data can ultimately impact business decisions and financial markets.

Economics 52

Economics Economy Financial Market Marketing 52

Nationwide Financial

JUNE 20, 2023

After decades of saving and planning, many pre-retirees (non-retired investors aged 55-65) are reconsidering their retirement plans in response to rising inflation, high interest rates, and an uncertain economic environment. When financial markets turn volatile, investors may feel the urge to alter their financial strategies.

Retirement 97

Retirement Economics Planning Retirement Planning 97

Truemind Capital

JANUARY 16, 2024

With the equity market seeing a rapid rise over the last quarter, a few investors start getting the feeling of missing out after hearing the stories in their social circle, thus wanting to get more aggressive towards equity at the wrong time. You can write to us at connect@truemindcapital.com or call us at 9999505324.

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

Advisor Perspectives

AUGUST 23, 2023

With the Fed’s tightening on monetary policy and the constant threat of a recession looming, policymakers and advisors are closely monitoring economic indicators because the data can ultimately impact business decisions and financial markets.

Economics 52

Economics Financial Market Marketing Marketing 52

The Big Picture

SEPTEMBER 22, 2023

When it comes to forecasting economic outcomes, the Fed is no better or worse than anybody else. They may be terrible economic forecasters but give them credit for not burying bad predictions like so many on Wall Street tend to do. Go to the Fed’s website, and search for “ Summary of Economic Projections.”

Economics 322

Economics Financial Market Marketing Marketing 322

Advisor Perspectives

NOVEMBER 18, 2022

From an investor’s perspective, this year’s bear market will certainly not make this list. But even though it has been a challenging year performance-wise, we still believe that investors have a cornucopia of economic and financial market blessings to count!

Economics 52

Economics Financial Market Marketing Marketing 52

Abnormal Returns

JUNE 28, 2024

bnnbloomberg.ca) The financial markets are noisy. bonddad.blogspot.com) Economic surprises are likely done going down YTD. Strategy Is the small cap premium dead? awealthofcommonsense.com) Home bias illustrated: the case of Canadian investors. You need a path through. sherwood.news) Walgreens ($WBA) is closing hundreds of U.S.

Financial Advising 209

Financial Advising Food Media Economy 209

MarketWatch

JUNE 26, 2023

So far, the financial-market impact of the apparent open revolt, which began on Friday and ended on Saturday, has been small. In a note released Monday, Peach wrote that the main scenario envisioned by his research firm is “that the war in Ukraine becomes a frozen conflict that could last for years.”‘[O]n

Economics 76

Economics Marketing Marketing Financial Market 76

Nationwide Financial

JANUARY 3, 2023

economy appears to be in the late stage of expansion, with strong economic activity but labor and supply chains remain constrained. The labor market is very tight, with a low unemployment rate of 3.7% As of this writing, market expectations call for a path of Fed rate hikes to a range of 5.0-5.25%, Responding to recession risks.

Economics 59

Economics Marketing Marketing Economy 59

Abnormal Returns

JULY 11, 2024

Markets Today's constructive CPI report rang a bell for financial markets. finance.yahoo.com) The market for leveraged loans is open for business, especially refinancings. bonddad.blogspot.com) We really don't have an analogy for the current economic environment. axios.com) Core CPI ex-shelter is now under 2%.

Financial Advising 179

Financial Advising Valuation Media Economy 179

Nationwide Financial

MAY 30, 2023

This would lead to a further tightening of fiscal policy which will weigh on economic growth — in addition to expected sharp declines for equity prices and much higher interest rates. This would be highly disruptive for the economy and financial markets. Even when adjusting for inflation, real spending (+0.5

Economics 52

Economics Manufacturing Economy Financial Market 52

Abnormal Returns

OCTOBER 31, 2022

economist.com) With economic sanctions in place, it's back to the future for the Russian auto industry. fortune.com) Economy Three things that are dampening economic pain, including remote work. abnormalreturns.com) Why rough edges remain in financial markets: people.

Financial Advising 226

Financial Advising Media Valuation Retail 226

Nationwide Financial

JANUARY 3, 2023

The holiday season typically brings a quiet close to the year in the financial markets. The post Slower momentum entering the new year: Weekly Economic Review & Outlook appeared first on Nationwide Financial. This would allow the year-on-year gain for hourly earnings to ease, but only to an elevated 4.9

Economics 52

Economics Manufacturing Numbers Economy 52

Trade Brains

OCTOBER 13, 2024

The Fed uses this rate to manage inflation and economic growth. Overall, the Fed rate plays a crucial role in shaping economic conditions. Lower rates can stimulate global economic activity. Investors closely watch Fed decisions, as they affect stock markets, bond yields, and commodity prices. as compared to 2.3%

Economics 52

Economics Banking Economy Food 52

Advisor Perspectives

APRIL 19, 2023

Four reasons, the rule of law, liquid financial markets, and economic and military might, all but guarantee the death of the dollar will not occur anytime soon.

Economics 115

Economics Financial Market Marketing Marketing 115

A Wealth of Common Sense

SEPTEMBER 19, 2023

There are a lot of factors that drive the performance of financial markets over time. Fundamentals like valuations, economic growth, earnings and dividends are the main drivers of returns over the long run. Plus you have to consider demographics, productivity and innovation.

Accounting 127

Accounting Retirement Marketing Marketing 127

Abnormal Returns

NOVEMBER 6, 2022

abnormalreturns.com) Why rough edges remain in financial markets: people. wsj.com) Three things that are dampening economic pain, including remote work. Also on the site Spending does more than change your bank balance. abnormalreturns.com) Top clicks this week A primer on free cash flow. collabfund.com) Travel while you can.

Medical 157

Medical Valuation Banking Economics 157

Advisor Perspectives

AUGUST 30, 2024

Far from being too restrictive, US monetary policy is almost certainly too loose, judging by the robustness of financial markets and broader economic conditions even after 500 basis points of interest-rate hikes. Those warning that the US Federal Reserve is dragging the economy down are deeply mistaken.

Economy 52

Economy Economics Financial Market Marketing 52

Advisor Perspectives

JUNE 4, 2024

There are many historical relationships within financial markets based on sound economic theory, which accordingly repeat cycle after cycle. High yield bonds and small cap stocks typically move in line with each other, but the two have diverged since 2022.

Economics 64

Economics Financial Market Marketing Marketing 64

Advisor Perspectives

MARCH 16, 2023

The banking earthquake is sending shockwaves through the financial markets. The financial and economic aftershocks, soon to follow, are underappreciated and will prove worse than the earthquake.

Banking 98

Banking Economics Financial Market Marketing 98

Advisor Perspectives

JUNE 25, 2024

Financial markets have posed a number of vexing questions to investors over the past two years, not the least of which included the height to which interest rates could rise without negatively impacting US economic activity.

Marketing 52

Marketing Marketing Economics Financial Market 52

Advisor Perspectives

APRIL 4, 2024

Financial markets and the US Federal Reserve remain in disagreement on a subject crucial to asset prices and economic growth: how low interest rates will eventually go.

Economics 52

Economics Financial Market Assets Marketing 52

Advisor Perspectives

MAY 8, 2024

If the financial markets have a religion, we think we know what it is: a deep and abiding faith in the ability of an omniscient Federal Reserve to ride to the rescue if and when the economic weather turns bad.

Economics 52

Economics Financial Market Marketing Marketing 52

Advisor Perspectives

AUGUST 31, 2024

The US economic data released in early August not only triggered a brief, but dramatic episode of financial-market volatility. It also fueled an abnormal degree of instability in forecasts by leading Wall Street economists, suggesting that they, like the Federal Reserve, may have lost their strategic bearings.

Marketing 52

Marketing Marketing Economics Financial Market 52

Trade Brains

AUGUST 24, 2024

The high number of listings also reflects BSE’s significant role in India’s economic growth, providing a platform for companies to access public capital. The SENSEX, launched in 1986, became India’s first equity index and remains a key indicator of the Indian stock market’s health.

Electronics 52

Electronics Economics Numbers Risk Management 52

Bell Investment Advisors

JANUARY 4, 2024

Not to be left out, the bond market rose by 9% from its October low. Why did financial markets deliver such favorable results in December? Investors now expect a loosening of monetary policy and a soft economic landing with no immediate recession. bond market returns to nearly match those of the U.S.

Economics 52

Economics Financial Market Investment Advisor Government 52

Nationwide Financial

MAY 4, 2023

Tighter monetary policy has helped bring inflation down somewhat from its peak last June, with the expected consequence of slowing economic growth as seen in the Q1 GDP report. In recent months, expectations for the Fed’s next steps have varied among central bank analysts, the stock market, and individual investors.

Economics 75

Economics Banking Retirement Financial Market 75

Calculated Risk

JULY 3, 2024

In discussing their individual outlooks for the target range for the federal funds rate, participants emphasized the importance of conditioning future policy decisions on incoming data, the evolving economic outlook, and the balance of risks. emphasis added

Transportation 90

Transportation Communication Food Economics 90

Nationwide Financial

DECEMBER 13, 2022

Highlights from the Monthly Review for November 2022: It is the time of year for making lists and checking them twice, and this month’s economic review will be used for exactly that. Economic Review. Economic data are both naughty and nice entering the holiday season (pg 4). Financial Markets. The Outlook. •

Economics 52

Economics Financial Market Marketing Marketing 52

Abnormal Returns

OCTOBER 1, 2022

theirrelevantinvestor.com) A proper asset allocation is a precondition to avoid market-related panic. rogersplanning.blogspot.com) Joe Wiggins, "Financial markets are about the decisions made by other people." rental housing market is rapidly cooling off. (wsj.com) Strategy On the dangers of buying crashing growth stocks.

Asset Allocation 130

Asset Allocation Financial Advising Startup Media 130

Nationwide Financial

MAY 25, 2023

Highlights from the Monthly Review for May 2023: Signs of decelerating economic growth in response to sharp Fed tightening suggest that the U.S. Key leading indicators including the yield curve and the Index of Leading Economic Indicators point to elevated recession risks over the next year. economy is in a pre-recessionary period.

Banking 52

Banking Economics Economy Financial Market 52

Advisor Perspectives

AUGUST 2, 2023

The unexpected downgrade of US government debt sent shockwaves across the economic and political landscapes. In financial markets, the move was met with what amounts to a shrug.

Government 52

Government Economics Financial Market Marketing 52

Abnormal Returns

JULY 14, 2022

(cbc.ca) Why Sri Lanka is facing an economic crisis. economy is a slowing housing market. pragcap.com) Where indicators of financial market stress stands. noahpinion.substack.com) Why the U.S. dollar is now overvalued. nytimes.com) Economy Weekly initial unemployment claims continue to climb higher.

Marketing 130

Marketing Marketing License Financial Advising 130