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4th Quarter 2023 Economic And Market Outlook: Labor Market, Inflation, And Geopolitics

Nerd's Eye View

The sentiment is especially poignant when it comes to economic forecasting, as it's nearly impossible to get an accurate picture of the current state of the economy at any given moment. The key point is that, given the current economic uncertainty, there are several ways that advisors can help clients prepare for potential downturns.

Economics 246
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3rd Quarter Economic And Market Outlook: Understanding Risks And Opportunities In The Web Of Inflation, Interest Rates, Valuations, And More

Nerd's Eye View

And even though numerous signs are pointing to the looming possibility of a more widespread economic downturn – including the reduction of household savings, reduced lending, and the resumption of student loan payments for many borrowers – the job market remains strong. And even though U.S.

Valuation 246
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Sunday links: a defining habit

Abnormal Returns

(rogersplanning.blogspot.com) Cities Detroit is experiencing an economic rebound. nytimes.com) Portland, Oregon's government is in turmoil. advisorperspectives.com) Many Americans don't have a good grasp of how government actually works. vox.com) Economic warfare doesn't work out how you would think. reason.com) The U.S.

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The Greatest Missed Opportunity of Our Lifetimes

The Big Picture

The US government? This goes back to Grover Norquists ‘ idea that the government should be made so small it could be “ drowned in a bathtub.” 1 Instead of being financially secure and the strongest country economically by far, we have created an unforced error that weakens us over the long term.

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Sunday links: a market conundrum

Abnormal Returns

riabiz.com) Policy Government agencies, like the BLS, revise data all the time. 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. carsongroup.com) Employment growth is slowing.

Marketing 279
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Sunday links: forecasting accuracy

Abnormal Returns

washingtonpost.com) Measuring economic inequality is harder than it looks. vox.com) Threats of violence against elected officials and government officials are on the rise. papers.ssrn.com) The economic schedule for the coming week. washingtonpost.com) The number of American centenarians is set to quadruple.

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Eurozone Target2 Economic Imbalances Soar, This Money Can't Be Paid Back

Mish Talk

There is a single 10-year government bond. The ECB also treats all sovereign bank debt within the Eurozone as equal, and with no risk. The market disagrees and so do I. ECB vs Fed In the US there is one Central Bank. The Eurozone has the ECB to set interest rate policy, but each nation has its own central bank.

Economics 218