Cornerstone Financial Advisory

NOVEMBER 18, 2024

Confident consumers tend to spend money, which may take some pressure off the Fed as it looks to manage economic activity. This Week: Key Economic Data Monday: Fed Official Austan Goolsbee speaks. Ironically, strong retail sales numbers—while a sign of a strong economy—send a mixed message to investors. Housing Market Index.

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Cornerstone Financial Advisory

DECEMBER 18, 2023

Core inflation, which excludes energy and food prices, came in a bit hotter, rising 0.3% jump in food prices. Excluding energy and food, the monthly increase was also unchanged. 6 This Week: Key Economic Data Tuesday: Housing Starts. Index of Leading Economic Indicators. month-over-month and 4.0% from a year ago.

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Cornerstone Financial Advisory

JULY 22, 2024

Upbeat Economic Data Although stocks were under pressure, some investors saw “green shoots” in a few economic reports. 7,8 This Week: Key Economic Data Tuesday: Existing Home Sales. Source: Investors Business Daily – Econoday economic calendar; July 19, 2024 The Econoday economic calendar lists upcoming U.S.

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Truemind Capital

JULY 19, 2024

Several factors were common between the two markets: robust corporate earnings growth, expected cuts in interest rates and a shift in investor expectations from a valuation-led phase to an earnings-led phase. We continue to hold 7-10% exposure to Southeast Asian markets due to attractive valuations and improving growth prospects.

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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. Valuations across all sectors do not offer any margin of safety.

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Cornerstone Financial Advisory

SEPTEMBER 9, 2024

Stocks fell last week as soft economic data rattled investors focused on the Fed’s next move with interest rates. 1,2 Economic Data Unsettles Investors The four-day trading week got off to a rough start as weak manufacturing data reawakened recessionary fears. 6,7 This Week: Key Economic Data Monday: Wholesale Inventories.

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Cornerstone Financial Advisory

MARCH 4, 2024

1 Economic news also helped boost markets. Consumers Remain Upbeat With all the excitement over AI, it’s easy to overlook some key economic indicators that also speak to the underlying strength of the economy—specifically, consumer data. 3,4 This Week: Key Economic Data Monday: Motor Vehicle Sales. Tuesday: Factory Orders.

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Abnormal Returns

NOVEMBER 5, 2022

axios.com) On the economics of building a new gasoline station. insidehook.com) Food Why you should go to a farmers markets when on vacation. huddleup.substack.com) The average NHL franchise has topped the $1 billion valuation mark. newsletter.abnormalreturns.com) Mixed media NASA touts the economic impact of space spending.

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Cornerstone Financial Advisory

MARCH 25, 2024

4,5 This Week: Key Economic Data Monday: New Home Sales. Source: Investors Business Daily – Econoday economic calendar; March 18, 2024 The Econoday economic calendar lists upcoming U.S. Elimination isn’t the intention; the goal is to balance nutrient-rich and energy-dense foods. Tuesday: Durable Goods Orders.

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Cornerstone Financial Advisory

NOVEMBER 4, 2024

Weekly Market Insights | November 4th, 2024 Stocks Retreat on Jobs and Election Concerns Stocks slid last week as mixed economic data and strong-but-not-spectacular Q3 corporate reports failed to inspire investors. This Week: Key Economic Data Monday: Motor Vehicle Sales. The Standard & Poor’s 500 Index fell 1.36 Factory Orders.

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Cornerstone Financial Advisory

OCTOBER 28, 2024

Weekly Market Insights | October 28th, 2024 Stocks Mixed Ahead of Election Stocks were mixed last week as fresh economic data points and election-related uncertainty slowed market momentum. 8 This Week: Key Economic Data Tuesday: International Trade in Goods. The Standard & Poor’s 500 Index fell 0.96 Consumer Confidence.

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Cornerstone Financial Advisory

JANUARY 29, 2024

​ Weekly Market Insights: Excitement Around Big Tech Continues Presented by Cornerstone Financial Advisory, LLC Stocks continued their upward climb last week as excitement around big tech continued; positive economic reports stoked investors’ belief that the Federal Reserve has pulled off a soft landing. Core inflation was 3.2%

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The Big Picture

SEPTEMBER 19, 2022

You graduate Harvard in 1990, with an Economics and Computer Science degree, perfect for the explosion of the Internet; a PhD from MIT and Information Technology in ‘96. So along those lines, there are some venture firms that don’t really seem to care a lot about valuations and others seem to focus on a little bit. WENGER: Yeah.

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Cornerstone Financial Advisory

OCTOBER 21, 2024

6 This Week: Key Economic Data Monday: Fed Officials Lori Logan, Neel Kashkari, and Jeffrey Schmid speak. Source: I nvestors Business Daily – Econoday economic calendar ; October 18, 2024 The Econoday economic calendar lists upcoming U.S. Tuesday: Fed Official Patrick Harker speaks. Wednesday: Existing Home Sales.

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Cornerstone Financial Advisory

SEPTEMBER 23, 2024

Some market watchers attributed the decline to concern that the Fed might be concerned about economic growth. 9 This Week: Key Economic Data Monday: Fed Officials Raphael Bostic, Austan Goolsbee and Neel Kashkari speak. Food for Thought… “We are born not with purpose, but with potential.” 1,2 Fed Cuts Rate 0.5

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Cornerstone Financial Advisory

OCTOBER 7, 2024

9 This Week: Key Economic Data Monday: Fed Officials Neel Kashkari, Raphael Bostic, and Alberto Musalem speak. Source: Investors Business Daily – Econoday economic calendar; October 4, 2024 The Econoday economic calendar lists upcoming U.S. It also showed that unemployment ticked down to 4.1 percent last month.

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Cornerstone Financial Advisory

AUGUST 19, 2024

Stocks posted solid gains last week, buoyed by robust economic data and constructive comments from Fed officials. 1,2 Upbeat Economic News Three critical economic data points gave investors what they were looking for: wholesale inflation, consumer prices, and retail sales. Thursday: Jackson Hole Economic Symposium.

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Cornerstone Financial Advisory

MARCH 18, 2024

Additionally, core PPI (excluding food and energy) was hotter than expected. 5 This Week: Key Economic Data Monday: Housing Market Index. Source: Investors Business Daily – Econoday economic calendar; March 13, 2024 The Econoday economic calendar lists upcoming U.S. in February, more than the expected 0.3%

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Cornerstone Financial Advisory

JANUARY 16, 2024

A Tale Of Two Inflation Reports The biggest economic news last week was fresh inflation data. 6,7 Core CPI for December, which excludes volatile food and energy components, rose 3.9%, a slight decrease from November’s 4.0% 6,7,8 This Week: Key Economic Data Tuesday: Empire State Manufacturing Index. Housing Starts.

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Cornerstone Financial Advisory

MARCH 11, 2024

6,7 This Week: Key Economic Data Tuesday: Consumer Price Index. Source: Investors Business Daily – Econoday economic calendar; March 2, 2024 The Econoday economic calendar lists upcoming U.S. However, investors may hope that artificial intelligence will play a more significant role in productivity increases. Retail Sales.

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Cornerstone Financial Advisory

SEPTEMBER 16, 2024

7 This Week: Key Economic Data Monday: Empire State Manufacturing Index. Source: I nvestors Business Daily – Econoday economic calendar ; September 13, 2024 The Econoday economic calendar lists upcoming U.S. Food for Thought… “A career is born in public, talent in privacy.” Retail Sales.

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Cornerstone Financial Advisory

AUGUST 5, 2024

Stocks fell broadly last week as investors looked past upbeat Fed comments and focused on disappointing corporate reports and weaker-than-expected economic data. ” 4 But selling picked up on Thursday as investors’ attention quickly shifted to disappointing corporate reports and weak economic data. Fed Balance Sheet.

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Nationwide Financial

AUGUST 15, 2022

Bears point out that inflation remains historically high, valuations are above historical averages with risk to 2023 earnings, and retail investors have yet to have a capitulation moment. Inflation data was better than feared, though much of the decline was due to energy prices, with food prices and shelter remaining stubbornly high.

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Marketing Marketing Retail Food 52

Cornerstone Financial Advisory

JANUARY 8, 2024

3,4 This Week: Key Economic Data Tuesday: International Trade in Goods. Source: Investor’s Business Daily, Econoday economic calendar; January 5, 2024 The Econoday economic calendar lists upcoming U.S. Masticating juicers “chew” the food and are slower. News of unemployment remaining steady at 3.7% also helped sentiment.

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Cornerstone Financial Advisory

JULY 15, 2024

5 This Week: Key Economic Data Monday: Fed Chair Jerome Powell and Fed Official Mary Daly speak. Source: Investors Business Daily – Econoday economic calendar; July 12, 2024 The Econoday economic calendar lists upcoming U.S. This section helps you determine a food’s nutritional value. Business Inventories.

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Cornerstone Financial Advisory

SEPTEMBER 18, 2023

Weekly Market Insights: Stocks Stand Still, Awaiting Fed Presented by Cornerstone Financial Advisory, LLC Stocks ended the week roughly where they began as investors digested a mixed set of new economic data. Core inflation (excludes energy and food) was more encouraging, rising 4.3%– down from July’s reading of 4.7%. in August.

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Truemind Capital

JANUARY 16, 2024

Contrary to the expectation of an economic slowdown in 2023, the year turned out to be full of surprises, mostly positive ones. Some of the fund managers continued discouraging flows in Mid & Small Cap stocks by either sounding cautious, dropping coverage, or stopping the inflows owing to frothy valuations in the space.

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Cornerstone Financial Advisory

DECEMBER 4, 2023

Inflation Eases The Personal Consumption Expenditures Price index (PCE)–the Fed’s preferred measure of inflation–was released last week, showing core PCE (excludes energy and food) rose 0.2% 5 This Week: Key Economic Data Monday: Factory Orders. 5 This Week: Key Economic Data Monday: Factory Orders. in October and 3.5%

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Cornerstone Financial Advisory

NOVEMBER 20, 2023

Core CPI (excluding food and energy) also moderated, rising just 0.2% 6 This Week: Key Economic Data Tuesday: Existing Home Sales. Source: Econoday, November 17, 2023 The Econoday economic calendar lists upcoming U.S. Consumer prices were flat in October from the previous month, while the 12-month increase was 3.2%.

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Nationwide Financial

DECEMBER 19, 2022

Deteriorating earnings estimates for next year have many wondering what the true valuation is for equity markets. Despite the weak patch, the Atlanta Fed’s GDPNow Model still forecasts growth in the fourth quarter of 2.8%, and the Citi Economic Surprise Index remains positive. PMI data was disappointing, with both manufacturing (46.2)

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Cornerstone Financial Advisory

JUNE 26, 2023

The retreat continued into Friday, fueled by global growth fears from new economic data indicating more robust economic slowdowns in the eurozone, Japan, and Australia. 6 This Week: Key Economic Data Tuesday: Durable Goods Orders. Source: Econoday, June 23, 2023 The Econoday economic calendar lists upcoming U.S.

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Random Roger's Retirement Planning

SEPTEMBER 7, 2022

Huge growth potential, sky high valuations, high beta to the S&P 500, no dividend, you'd expect that one with these attributes would outperform, you'd certainly evaluate a name like this on that basis. It's hard to imagine that investors pick a regulated utility expecting it to outperform the market.

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Cornerstone Financial Advisory

SEPTEMBER 11, 2023

Hopes that the Fed may not find it necessary to raise interest rates were dented by economic data reflecting higher prices, rising labor costs, and fewer-than-forecast initial jobless claims. This Week: Key Economic Data Wednesday: Consumer Price Index (CPI). This guide shows you how many calories a single serving of food contains.

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Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JULY 29, 2024

5 This Week: Key Economic Data Tuesday: FOMC Meeting Begins. Source: Investors Business Daily – Econoday economic calendar ; July 26, 2024 The Econoday economic calendar lists upcoming U.S. So far in July, the Dow is up nearly 4 percent, the S&P is down slightly, and the Nasdaq is off by over 2 percent.

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Cornerstone Financial Advisory

NOVEMBER 14, 2022

The core CPI (excludes energy and food sectors) rose a more modest 0.3% Energy was up 1.8%, while food costs rose 0.6% This Week: Key Economic Data. Index of Leading Economic Indicators. Source: Econoday, November 11, 2022 The Econoday economic calendar lists upcoming U.S. Monday: Tyson Foods, Inc.

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Cornerstone Financial Advisory

JULY 17, 2023

Core inflation (excludes food and energy), which has been more stubborn, fell to 4.8% 6 This Week: Key Economic Data Tuesday: Retail Sales. Index of Leading Economic Indicators. Source: Econoday, July 14 , 2023 The Econoday economic calendar lists upcoming U.S. Consumer prices rose 0.2% in June and 3.0% from a year ago.

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Cornerstone Financial Advisory

AUGUST 14, 2023

Weekly Market Insights: Summertime Blues For The Markets Presented by Cornerstone Financial Advisory, LLC Positive inflation data failed to lift stocks from their August doldrums last week as economic data and a ratings downgrade soured investor sentiment. 5 This Week: Key Economic Data Tuesday: Retail Sales. versus the expected 0.2%

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