Calculated Risk

APRIL 25, 2024

percent in the first quarter of 2024 , according to the "advance" estimate released by the Bureau of Economic Analysis. The increase in consumer spending reflected an increase in services that was partly offset by a decrease in goods. Within imports, the increase reflected increases in both goods and services.

Government 75

Government Commission Financial Services Manufacturing 75

Carson Wealth

AUGUST 5, 2024

Economic data last week showed the economy slowing more than expected, adding to worries about a potential recession. Thursday’s set of economic data saw initial jobless claims rise to their highest level in a year, alongside a weak manufacturing ISM number. Houston, We Have Turbulence The S&P 500 fell 2.0%

Marketing 141

Marketing Marketing Economy Numbers 141

Brown Advisory

AUGUST 11, 2023

Old economy refers to industries that have not changed significantly despite advances in technology – subsectors like steel, agriculture and manufacturing come to mind, but for inclusivity let’s broaden the definition out to the industrials and materials sectors. SNI 8% “We’re now assuming the economic recovery is pushed into 2024.”

Economy 98

Economy Manufacturing Clients Economics 98

Carson Wealth

MAY 13, 2024

Economic data remains supportive, according to the Carson Leading Economic Indicator, which is pointing to above-trend growth. This is why we have our own Carson Leading Economic Indicator (LEI) for the U.S. The banking system has held up, and economic growth has run ahead of the pre-pandemic 2010-2019 trend.

Marketing 97

Marketing Marketing Economy Economics 97

Trade Brains

OCTOBER 21, 2024

The timing of this announcement is crucial, coming in the midst of heightened global uncertainty due to ongoing conflicts and economic challenges. Indian electronics manufacturers, in particular, might face challenges as silver is a crucial component in many electronic devices due to its excellent conductivity.

Electronics 59

Electronics Medical Manufacturing Banking 59

Carson Wealth

JULY 24, 2023

We just received a tremendous amount of data to round out the economic picture in the second quarter (Q2). 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. It’s a Bird. It’s a Plane! It’s … the U.S.

Marketing 98

Marketing Marketing Economy Retail 98

Carson Wealth

APRIL 1, 2024

The Conference Board’s widely followed Leading Economic Index finally had its first monthly gain after 23 consecutive months of declines. Throughout the current rally, we have deferred to our proprietary leading economic index, created by our Chief Macro Strategist Sonu Varghese, whose Ph.D. While our U.S.

Marketing 97

Marketing Marketing Economy Economics 97

Trade Brains

JULY 2, 2023

As a bull market rages in an economic upcycle, many penny stocks rise from micro-cap to small-cap, resulting in multi-fold gains for the investors. Top Penny Stocks Under Rs 1 #1 – Visagar Financial Services CMP ₹0.97 Visagar Financial Services is a low-debt penny stock under Rs 1 with a market capitalisation of Rs 56.6

Financial Services 59

Financial Services Education Investing Investments 59

Trade Brains

JULY 10, 2024

The stock market plays a crucial role in economic growth, wealth creation, and investment opportunities. The stock exchange ensures efficient capital allocation and economic expansion. Mandatory financial disclosure for listed companies encourages transparency, benefiting informed investment decisions. 8.65%), Bharti Airtel Ltd.

Healthcare 52

Healthcare Manufacturing Distribution Financial Services 52

Carson Wealth

JANUARY 16, 2024

DOWNLOAD OUR 2024 MARKET OUTLOOK The Macroeconomic Backdrop As we look to the year ahead, our proprietary Leading Economic Index (LEI) indicates even lower odds of a recession than 2023. 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

JANUARY 29, 2024

In 2022, positive economic data typically led to a sell-off in the stock market, and weak data often led to a rally. Strong economic growth and better data should be viewed positively, as it shows the economy isn’t falling into a recession. And that is what is happening now. The bull market continued last week, setting new highs.

Marketing 97

Marketing Marketing Economy Government 97

Carson Wealth

AUGUST 19, 2024

Given the somewhat gloomy economic expectations still baked into the market following the weaker-than-expected August 2 jobs report, the market response was decisively positive. S&P 500 Index gains weren’t the only sign that the retail sales report shifted the market picture of the economic outlook. versus a 0.2%

Retail 96

Retail Marketing Marketing Sales 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. The Bureau of Labor Statistics (BLS) actually measures this, via a metric called “part-time employment for economic reasons.”

Marketing 143

Marketing Marketing Economy Numbers 143

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

Carson Wealth

MARCH 25, 2024

Going into this meeting, a big question was whether Fed members would lower that projection to just two cuts in their summary of economic projections (the dot plot). Fed officials upgraded their economic growth projections for 2024 from 1.4% to 2.1% (real GDP growth). That’s a big jump and acknowledgement that the economy is strong.

Marketing 97

Marketing Marketing Economy Manufacturing 97

Calculated Risk

JUNE 17, 2023

House Financial Services Committee During the day: The AIA's Architecture Billings Index for May (a leading indicator for commercial real estate). -- Thursday, June 22nd -- 8:30 AM: The initial weekly unemployment claims report will be released. Housing economist Tom Lawler expects the NAR to report sales of 4.25 million SAAR for May.

Sales 52

Sales Financial Services Manufacturing Banking 52

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. Fed members will want to preserve some optionality in case stronger economic growth results in more inflationary pressure and they have to raise rates again.

Marketing 96

Marketing Marketing Economy Retail 96

Carson Wealth

JUNE 12, 2023

Carson’s leading economic index indicates the economy is not in a recession. Our Leading Economic Index (LEI) Says the Economy is Not in a Recession We have long believed the economy can avoid a recession this year, as we wrote in our 2023 outlook. This has run contrary to most economists’ predictions.

Marketing 52

Marketing Marketing Economy Manufacturing 52

Carson Wealth

JULY 10, 2023

We continue to hear predictions of a stock market fall and economic recession, but we disagree with both assessments. The “soft” economic data from sentiment surveys have been poor, but the “hard” data that measure actual employment, sales, and production, have painted a much brighter picture. For example, our index for the U.S.

Marketing 52

Marketing Marketing Economy Manufacturing 52

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

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. And if economic growth is at risk, the Fed could act even more aggressively. Powell doesn’t sound like someone who wants that.

Marketing 96

Marketing Marketing Economy Numbers 96

Carson Wealth

DECEMBER 4, 2023

What’s more likely is the Fed will pursue a few “insurance” cuts, especially if weaker economic data raises the risk of a recession. Lower rates can also spur business investment and cyclical parts of the economy, such as manufacturing. This newsletter was written and produced by CWM, LLC.

Marketing 96

Marketing Marketing Economy Compliance 96

Carson Wealth

JULY 5, 2023

The resurgence of manufacturing construction in the U.S. This is a Big Deal: Business Investment is Rising Again We’ve been getting a string of economic surprises from the consumer side for several months. They also signal future production commitments for manufacturers. mostly thanks to manufacturing construction.

Marketing 52

Marketing Marketing Manufacturing Electronics 52

Validea

AUGUST 7, 2024

This downturn has been driven by a combination of recession fears, disappointing earnings from major tech companies, the unwind of the Yen carry trade and broader economic concerns, including rising unemployment and shrinking manufacturing activity. Key strengths include: Large market capitalization of $295.7

Marketing 52

Marketing Marketing Financial Advisor Manufacturing 52

Trade Brains

JULY 9, 2024

They also act as a potential driver for economic growth by powering exports to attract foreign investments and significantly contributing to the nation’s GDP. The company started its journey as a textile manufacturer and produced fabrics. As a company, it started manufacturing high-end superfine cotton textiles and fabrics.

Manufacturing 52

Manufacturing Retail B2C Government 52

Trade Brains

JULY 9, 2024

They also act as a potential driver for economic growth by powering exports to attract foreign investments and significantly contributing to the nation’s GDP. The company started its journey as a textile manufacturer and produced fabrics. As a company, it started manufacturing high-end superfine cotton textiles and fabrics.

Manufacturing 52

Manufacturing Retail B2C Government 52

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

James Hendries

OCTOBER 4, 2022

Given the country’s weak economy, due in large part to stringent zero-COVID-19 measures that have led to strict and prolonged lockdowns, coupled with a debt-laden property market, authorities in Beijing and throughout the Chinese provinces will need to focus on reviving the country’s economic underpinning. At the same time, U.S.

Marketing 52

Marketing Marketing Economy Economics 52

Trade Brains

SEPTEMBER 21, 2023

All customer segments can choose from a broad range of financial services provided by the Bank. The bank strives to continuously provide value to its clients in order to become the most convenient and well-liked financial institution in India. is a manufacturing company focusing on automotive and industrial lubricants.

Insurance 59

Insurance Banking Manufacturing Government 59

Trade Brains

SEPTEMBER 14, 2023

The company’s lack of an in-house manufacturing facility could be seen as a potential vulnerability. This situation leads to a total dependence on external manufacturers for the production of their products.

Electronics 59

Electronics Distribution Manufacturing Financial Services 59

Cornerstone Financial Advisory

APRIL 10, 2023

Stocks ended a shortened week of trading mixed amid revived recession fears on Wall Street triggered by weak economic data. Stocks weathered the news well but buckled on weak manufacturing and services data in subsequent days. 6 This Week: Key Economic Data Wednesday: Consumer Price Index (CPI). FOMC Minutes.

Marketing 59

Marketing Marketing Taxes Economics 59

Carson Wealth

MARCH 27, 2023

There are certainly more questions than answers right now, and yes, the odds of a recession have increased as banks will tighten lending, which could lead to an economic slowdown. Still, economic data is improving. However, since that time a slew of strong economic data, including elevated inflation numbers, came in.

Marketing 52

Marketing Marketing Banking Economics 52

Carson Wealth

FEBRUARY 26, 2024

NVIDIA Earnings Show AI Demand Ramping Up Faster than Supply The economic story behind NVIDIA’s blockbuster earnings is very simple in some ways and goes back to Econ 101. 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 Valuation Economy 96

Trade Brains

JULY 8, 2023

Best Low PE Small Cap Stocks #1 – GSFC Gujarat State Fertilizers and Chemicals Limited is an Indian-based chemicals and fertilizers manufacturing company, which is owned by the Government of Gujarat. GSFC is the largest manufacturer of Nylon-6, which is useful for auto components and packaging. PTC India Financial Services 6.03

Manufacturing 52

Manufacturing Government Engineering Financial Services 52

Carson Wealth

AUGUST 7, 2024

Last week we saw disappointing manufacturing data and some high-profile earnings misses, and then Friday saw the monthly nonfarm payroll come in low at 114,000 jobs in July, versus a consensus expectation of 175,000, while the unemployment rate ticked up to 4.3%. Those aren’t horrible numbers, but they do suggest slowing economic growth.

Economy 95

Economy Numbers Investments Investing 95

Carson Wealth

MAY 22, 2023

Economic data continues to come in strong, including for retail sales and vehicle production. Housing starts and permits data are turning around as builders become more confident about the economic outlook. Housing may no longer be a drag on economic growth the rest of this year. Retail sales rebounded in April.

Marketing 52

Marketing Marketing Economy Economics 52

Carson Wealth

AUGUST 21, 2023

Resilient Economy May Be Accelerating Another month, another slew of economic data that not only shows the economy is resilient, but also that it may be accelerating. Retail sales and food services rose 0.7% Four positive stories on the manufacturing front are tailwinds for the economy. Here’s a quick recap.

Marketing 52

Marketing Marketing Economy Retail 52