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1st Quarter 2024 Economic And Market Outlook: Potential Increased Volatility, Threats To Economic Growth, And Equity Markets

Nerd's Eye View

Yet, by taking a measured look at factors driving economic activity and influencing behavior, advisors can help clients face risks they can't control and (hopefully) position themselves to take advantage of opportunities as they develop. Meanwhile, a smorgasbord of potential risks threatens economic growth's "soft landing" narrative.

Economics 195
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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

manufacturing sector, by the measures of employment and service prices, has been in a recession for nearly 12 months. What's driving many of the economic conditions today are higher interest rates resulting from the Fed's efforts to fight inflation. And even though U.S.

Valuation 225
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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. While the manufacturing sector (which makes up 'only' 8% of the U.S.

Economics 229
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Manufacturing Has Peaked This Cycle, 8 of 11 ISM Components in Contraction

Mish Talk

Please consider the November 2022 Manufacturing ISM ® Report On Business ® “Manufacturing contracted in November after expanding for 29 straight months. Key Details “The November Manufacturing PMI ® registered 49 percent, 1.2 The Manufacturing PMI ® figure is the lowest since May 2020, when it registered 43.5 percent, 4.2

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Fed's Beige Book: "Economic activity increased slightly"

Calculated Risk

Fed's Beige Book Economic activity increased slightly, on balance, since early January, with eight Districts reporting slight to modest growth in activity, three others reporting no change, and one District noting a slight softening. Manufacturing activity was largely unchanged, and supply bottlenecks normalized further.

Economics 113
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Fed's Beige Book: "Economic activity expanded slightly"

Calculated Risk

Fed's Beige Book Overall economic activity expanded slightly , on balance, since late February. Ten out of twelve Districts experienced either slight or modest economic growth—up from eight in the previous report, while the other two reported no changes in activity.

Economics 107
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ISM® Manufacturing index Decreased to 46.8% in July

Calculated Risk

The ISM manufacturing index indicated expansion. From ISM: Manufacturing PMI® at 46.8% From ISM: Manufacturing PMI® at 46.8% Chair of the Institute for Supply Management® (ISM®) Manufacturing Business Survey Committee: “ The Manufacturing PMI® registered 46.8 A Manufacturing PMI® above 42.5 percent , down 5.9