James Hendries

OCTOBER 4, 2022

We believe the Fed is doing the right thing for the long-term health of the economy, but it does increase near-term economic risks. Given these risks, we are receiving many questions about stagflation and concerns that we may again be facing the investment environment of the 1970s. But this is not your 1970s- style stagflation.

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Clients Investment Advisor Economy License 52

James Hendries

DECEMBER 12, 2022

Investing involves risks including possible loss of principal. Any economic forecasts set forth may not develop as predicted and are subject to change. For a list of descriptions of the indexes and economic terms referenced, please visit our website at lplresearch.com/definitions.

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Clients Economy Investment Advisor License 52

James Hendries

SEPTEMBER 8, 2022

Investing involves risks including possible loss of principal. Any economic forecasts set forth may not develop as predicted and are subject to change. For a list of descriptions of the indexes and economic terms referenced, please visit our website at lplresearch.com/definitions. Tracking # 1-05323704 (Exp. 09/2023).

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Clients Investment Advisor License Economics 52

Cornerstone Financial Advisory

MAY 21, 2024

2,3 Investors took a break as the week ended, mostly yawning at mixed economic data. 4,5 This Week: Key Economic Data Monday: Fed Officials Michael Barr, Raphael Bostic, Christopher Waller, and Philip Jefferson speak for the first time. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Marketing 52

Marketing Marketing Taxes Economics 52

James Hendries

AUGUST 15, 2022

The rule of thumb is two quarters of negative GDP defines a recession, but the official definition by the National Bureau of Economic Research is broader than that. Investing involves risks including possible loss of principal. Any economic forecasts set forth may not develop as predicted and are subject to change.

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James Hendries

MARCH 6, 2023

Economic activity does not stop like an airplane eventually does, but rather the economy will settle into a steady state where growth is consistent with factors such as population and productivity. Perhaps that was not the first time market watchers used the term, but the conversations at the Economic Club of New York were prescient.

Marketing 52

Marketing Marketing Economy Economics 52

James Hendries

JULY 13, 2022

Investing involves risks including possible loss of principal. Any economic forecasts set forth may not develop as predicted and are subject to change. Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).

Clients 52

Clients Investment Advisor License Economy 52

James Hendries

AUGUST 15, 2022

due to expectations of slowing economic growth. There is no assurance that the views or strategies discussed are suitable for all investors and they do not take into account the particular needs, investment objectives, tax and financial condition of any specific person. Stock investing involves risk including loss of principal.

Portfolio 52

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James Hendries

JULY 13, 2022

Although energy prices came down some, weakening economic data and the lack of a cease-fire in Ukraine offset the modest gas price relief. To determine which investment(s) may be appropriate for you, please consult your financial professional prior to investing. Stock investing involves risk including loss of principal.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

James Hendries

OCTOBER 25, 2022

The National Bureau of Economic Research (NBER) is the official arbiter of U.S. business cycles, and they consider a wide range of economic indicators other than just the quarterly GDP metric. Depth refers to declining economic activity that is more than a relatively small change. The following paragraph explains one of them.

Marketing 52

Marketing Marketing Economics Economy 52

James Hendries

NOVEMBER 15, 2022

There is no assurance that the views or strategies discussed are suitable for all investors and they do not take into account the particular needs, investment objectives, tax and financial condition of any specific person. Any economic forecasts set forth may not develop as predicted and are subject to change.

Portfolio 52

Portfolio Taxes Government Investment Advisor 52

James Hendries

OCTOBER 7, 2022

There is no assurance that the views or strategies discussed are suitable for all investors and they do not take into account the particular needs, investment objectives, tax and financial condition of any specific person. Any economic forecasts set forth may not develop as predicted and are subject to change.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

James Hendries

SEPTEMBER 8, 2022

There is no assurance that the views or strategies discussed are suitable for all investors and they do not take into account the particular needs, investment objectives, tax and financial condition of any specific person. Any economic forecasts set forth may not develop as predicted and are subject to change.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

James Hendries

SEPTEMBER 13, 2022

Likewise, during periods of economic slowdown, temporary workers are typically the first to get the notorious pink slip. One risk is the high number of workers in temporary help services since these jobs often are the first to go during times of economic uncertainty. Investing involves risks including possible loss of principal.

Marketing 52

Marketing Marketing Economy Valuation 52

James Hendries

JUNE 20, 2023

That’s not suggesting another 2008 is coming, but rather highlights how fast the economic environment can change. Along with the statement, the Committee updated the Summary of Economic Projections (SEP), which is arguably more important than the brief monetary policy statement.

Marketing 52

Marketing Marketing Economy Communication 52

James Hendries

JULY 3, 2023

While activity remains muted at best, expectations are focused on 2024, when there is a prevailing consensus that the Federal Reserve (Fed) will be finished with its rate hike campaign, and that economic conditions will be resilient enough to underpin a strong capital markets environment. With economic data continuing to suggest the U.S.

Marketing 52

Marketing Marketing Banking Valuation 52

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. from an earlier forecast of 5%.

Marketing 52

Marketing Marketing Economy Economics 52

James Hendries

MARCH 13, 2023

Recent economic data has pointed to continued growth—giving rise to the “no landing” narrative. Small Cap Valuations Offer Some Cushion for Business Cycle Risks Small caps would typically not be one that asset allocators would recommend when some of the most prescient leading economic indicators are sending strong recession signals.

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James Hendries

AUGUST 30, 2022

Still, corporate America delivered the type of upside investors have grown accustomed to in much easier economic environments. We’re counting on inflation pressures easing next year while economic growth potentially picks up from the anemic level in the first half of 2022 to provide additional support. The numbers.

Marketing 52

Marketing Marketing Valuation Numbers 52

James Hendries

NOVEMBER 1, 2022

With a series of important economic indicators suggesting the economy is declining and inflation is finally decelerating, albeit very slowly, markets are beginning to factor in that the Fed may soon transition to a less aggressive stance in early 2023. Investing involves risks including possible loss of principal.

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Marketing Marketing Manufacturing Economy 52

James Hendries

JUNE 26, 2023

Our base case calls for a mild and short-lived recession to begin by year-end, but the latest economic data have slightly raised the odds of a soft landing. Investing involves risks including possible loss of principal. Any economic forecasts set forth may not develop as predicted and are subject to change.

Marketing 52

Marketing Marketing Asset Allocation Valuation 52

James Hendries

JULY 26, 2022

Investing involves risks including possible loss of principal. Any economic forecasts set forth may not develop as predicted and are subject to change. Personal consumption expenditures (PCE) is a measure of price changes in consumer goods and services released monthly by the Bureau of Economic Analysis (BEA).

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Marketing Marketing Manufacturing Banking 52

James Hendries

FEBRUARY 27, 2023

Even if there’s a strong case to be made, we think debt service prioritization would be allowed to continue while the case works its way through the courts, since the potential economic damage would be too great otherwise. Payments that were deferred would be repaid in arrears so the economic impact would likely be minimal.

Marketing 52

Marketing Marketing Government Economy 52

James Hendries

DECEMBER 4, 2022

Economic and corporate data support the initial strong reads on holiday retail sales despite the macro headwinds, reinforcing the idea that today’s consumer is in a better position than usual at this point in the business cycle. Investing involves risks including possible loss of principal. Retail Stocks Not as Resilient as Consumers.

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Retail Marketing Marketing Sales 52

James Hendries

OCTOBER 18, 2022

The challenges are many, with intense cost pressures and slowing economic growth at the top of the list. These headwinds include slower economic growth, cost pressures amid high inflation, ongoing supply chain issues, geopolitical instability in Europe and Asia, and significant currency drag from a very strong U.S. Numerous Headwinds.

Marketing 52

Marketing Marketing Valuation Economics 52

James Hendries

SEPTEMBER 27, 2022

As we know from historical precedents, when the Fed aggressively raises rates, economic growth slows or outright contracts, which is the Fed’s goal. High quality bonds tend to perform relatively well during economic slowdowns and/or contractions. Investing involves risks including possible loss of principal.

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Asset Allocation Marketing Marketing Assets 52

James Hendries

JULY 21, 2022

Understandably, rising prices, slowing economic growth, and a challenging first half for both stocks and bonds have many investors on edge, and fatigue from more than two years of COVID-19 measures doesn’t make it any easier. We are still dealing with COVID-19-related economic disruptions. If the U.S. But will profit margins be a drag?

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Management Marketing Marketing Valuation 52

James Hendries

JANUARY 20, 2023

These headwinds—clearly not new news—include slower global economic growth, cost pressures from still-elevated inflation, ongoing supply chain issues, currency drag from a stronger U.S. Even the economic pressures have eased some, with fourth quarter U.S. Investing involves risks including possible loss of principal.

Marketing 52

Marketing Marketing Economy Banking 52

James Hendries

JANUARY 13, 2023

Lessons learned: Economic forecasts The Fed’s bark was as bad as its bite! Investing involves risks including possible loss of principal. Any economic forecasts set forth may not develop as predicted and are subject to change. Insurance products are offered through LPL or its licensed affiliates.

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Marketing Marketing Valuation Banking 52

James Hendries

OCTOBER 11, 2022

The British pound had been weakening for some time amid a backdrop of dollar strength and a poor economic outlook as the U.K. There should be considerably more understandable clarity from what corporate leaders tell us about the economic and financial environment than what Fed officials are able to offer.

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Marketing Marketing Banking Government 52

Good Financial Cents

APRIL 19, 2023

Building multiple passive income streams has an additional benefit in the short term: it can make you more resilient and better able to weather economic shocks, such as what was experienced with the past housing crisis and global pandemic. Invest in a Business Generate Passive Income With Time Investment (Effort Level: 3-5) 8.

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Accounting Investing Investments Media 105

James Hendries

JANUARY 26, 2023

Easing inflation pressures and a stable job market with only modest additional tightening from the Fed are keys to limiting the severity of an economic downturn. The dotted grey line highlights the latest Summary of Economic Projections (SEP) from the Fed, which shows policymakers’ forecast for a fed funds rate of 5.1%

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Marketing Marketing Economy Economics 52

ClearMoney

DECEMBER 5, 2021

Exhibit 1 shows that roughly half the Organization of Economic Co-operation and Development (OECD) member countries have general government debt-to-gross domestic product2 (debt/GDP) ratios above 70%, with 10 countries—including the US, Japan, and the United Kingdom (UK)—exceeding 100%. Trading Economics. Review of Finance 22, no.

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Government Commission Economics Distribution 52

James Hendries

SEPTEMBER 20, 2022

economic growth. More specifically, it reflects how the Fed intends to stimulate or slow economic growth by cutting or raising its policy rate. This is referred to as an inverted yield curve, which has been a pretty reliable predictor of economic recessions. Investing involves risks including possible loss of principal.

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Marketing Marketing Banking Economy 52

ClearMoney

MARCH 1, 2022

Because early indexing didn’t spin its wheels in bottom-up company analysis or top-down economic trend forecasting, it became known as passive investing. UNITED STATES: Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission. Dimensional Japan Ltd.,

Commission 52

Commission Distribution Investing Investments 52

James Hendries

JANUARY 31, 2023

Investing involves risks including possible loss of principal. Any economic forecasts set forth may not develop as predicted and are subject to change. For a list of descriptions of the indexes and economic terms referenced in this publication, please visit our website at lplresearch.com/definitions.

Marketing 52

Marketing Marketing Valuation Insurance 52

James Hendries

AUGUST 15, 2022

Market strategists and pundits make the relationship between recessions and the stock market seem binary, but each economic contraction is different and has different effects on earnings. First, keep in mind that stocks tend to look forward by four to six months and can provide warnings of changing economic conditions.

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