Economics Manufacturing Valuation 
Nerd's Eye View
OCTOBER 4, 2023
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.
Nerd's Eye View
APRIL 3, 2024
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.
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Nerd's Eye View
JANUARY 3, 2024
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.
Abnormal Returns
AUGUST 17, 2023
finance.yahoo.com) Markets Valuations don't matter in the short term. morningstar.com) Economy Any single economic data point is filled with noise. ritholtz.com) Vehicle manufacturing is holding up industrial production. Rates Mortgage rates are at levels not seen since 2001. etf.com) How options income ETFs are marketed.
Abnormal Returns
MARCH 20, 2024
marginalrevolution.com) Finance Private equity is stuck between elevated valuations high interest rates and a moribund IPO market. bloomberg.com) Ukraine is trying to boost its own weapons manufacturing. reuters.com) Economy By any reasonable measure, the average American is better off economically than they were four years ago.
The Big Picture
JANUARY 9, 2023
Venture capital’s reckoning looms closer : Valuations on holdings will have to converge sooner rather than later with listed tech sector ( Financial Times ). central bank to avoid overdoing it with higher-than-needed interest rates, a top economic adviser in the Obama White House said after a fresh review of Fed policy since World War Two.
Nationwide Financial
APRIL 3, 2023
This either sets the stage for upward revisions as pessimism eases or suggests the S&P 500 has gotten ahead of itself, with a valuation of 18x forward earnings. Pessimists argue about still elevated inflation, tightening financial conditions, the risk to earnings estimates, and rising valuations. Consumer spending was up 0.2%
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