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%

Marketing 105

Marketing Marketing Valuation Economics 105

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.

Economy 167

Economy Valuation Education Retail 167

Carson Wealth

JULY 27, 2022

Two sectors that could skew earnings are energy and retail, primarily due to inflation and supply chain concerns. And supply chain issues may continue causing headaches for the big box retailers. Valuations Could Move to a More Normal Range . Virus variants: Will virus mutations undo the economic recovery?

Marketing 98

Marketing Marketing Valuation Economy 98

Nationwide Financial

NOVEMBER 28, 2022

For the year, the Russell 1000 Value Index is down just 6%, while the Russell 1000 Growth Index is down 25%, though the valuation for the value index remains at a substantial discount to growth (14x vs. 23x). Retailers are heavily discounting due to elevated inventories, with the average customer discount expected to be 30%.

Marketing 52

Marketing Marketing Retail Valuation 52

Trade Brains

OCTOBER 15, 2024

The retail landscape in India is rapidly evolving with quick commerce emerging as a disruptor. DMart, a major player in the brick-and-mortar retail space is facing the challenge of adapting to this new reality. However, price sensitivity still matters especially during high inflation and economic downturns. 3,702 down from Rs.

Retail 52

Retail Sales Planning Valuation 52

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.

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

Cornerstone Financial Advisory

OCTOBER 21, 2024

3 Midweek, news of stronger-than-expected retail sales report contributed to overall market momentum. Retail sales rose a seasonally adjusted 0.4 6 This Week: Key Economic Data Monday: Fed Officials Lori Logan, Neel Kashkari, and Jeffrey Schmid speak. percent in September, topping economists forecasts. Beige Book.

Marketing 52

Marketing Marketing Taxes Education 52

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.

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

Cornerstone Financial Advisory

OCTOBER 14, 2024

Inflation Moves Markets Despite news that showed retail inflation continued to decelerate in September, anxious investors focused on the fact that CPI came in slightly warmer than economists expected for September. 7,8 This Week: Key Economic Data Monday: Fed Official Christopher Waller speaks. Thursday: Retail Sales.

Marketing 52

Marketing Marketing Food Taxes 52

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.

Marketing 52

Marketing Marketing Economics Taxes 52

Carson Wealth

APRIL 8, 2024

Pockets of attractive valuations exist despite above-average valuations in some high-profile areas of the market. Payroll growth in the goods-producing sector, along with retail trade and leisure and hospitality, saw 109,000 jobs created in March. Following the huge 11.2% However, cyclical areas are bouncing back.

Marketing 92

Marketing Marketing Valuation Economy 92

Cornerstone Financial Advisory

FEBRUARY 19, 2024

Weekly Market Insights: Market Retreats On Inflation, Economic Reports Presented by Cornerstone Financial Advisory, LLC Stocks fell last week as investors reacted to disappointing inflation updates and other economic reports that fell short of estimates. 4 This Week: Key Economic Data Tuesday: Leading Indicators.

Marketing 105

Marketing Marketing Taxes Economics 105

Validea

JUNE 27, 2023

Housing is a cyclical industry, and this time around it remains “very well capitalized compared to prior economic cycles,” the managers write. Though the pandemic hit the outdoor recreation sector hard, “valuations have gotten attractively low,” and Royce has begun dipping back into it, the article reports.

Manufacturing 52

Manufacturing Portfolio Management Valuation Retail 52

Nationwide Financial

MAY 22, 2023

Sentiment indicators continue to reflect substantial bearishness among retail and institutional investors, economists, and Wall Street strategists. Bears note a higher-for-longer Fed, softening macro data, uncertain geopolitical risks, and deteriorating valuations. trillion, and allocation to bonds is at a 14-year high.

Marketing 52

Marketing Marketing Economics Retail 52

Validea

JUNE 26, 2024

While the Oracle of Omaha has historically shied away from retail stocks, athletic apparel maker Lululemon (NASDAQ: LULU) displays many characteristics that could potentially make it an attractive Buffett-style investment. He seeks businesses with durable competitive advantages or “economic moats.”

Valuation 52

Valuation Retail Investing Investments 52

Zoe Financial

JULY 17, 2023

25% rally over the last 9 months for stocks, mainly driven by valuation expansion. Economic Data: Expectations for the Fed to cut interest rates in March of 2024, rather than in May of 2024. June retail sales and housing market data. Main reason for market enthusiasm has to do with the inflation numbers for June.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

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. Next week will give additional clues on the health of the consumer, with housing data and retail sales. ahead of the 52.3 by December.

Marketing 52

Marketing Marketing Retail Food 52

Truemind Capital

SEPTEMBER 13, 2021

Sentiment cycles move from one extreme of greed to another extreme of fear which takes valuations also to extremes from their long-term averages. At the extreme of fear sentiment (which coincides with dirt-cheap valuations), the risk-reward is highly favorable i.e., higher potential upside with lower potential downside risk.

Marketing 52

Marketing Marketing Valuation Retail 52

Cornerstone Financial Advisory

JANUARY 23, 2023

Mixed Results Following Weak Economic Data Presented by Cornerstone Financial Advisory, LLC Stocks showed mixed results last week as recession fears resurfaced in response to weak economic data and a tepid start to a new corporate earnings season. 4 Consumers Retrench Retail sales fell 1.1% Durable Goods Orders.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

MARCH 25, 2024

4,5 This Week: Key Economic Data Monday: New Home Sales. Retail Inventories. Retail Inventories. Source: Investors Business Daily – Econoday economic calendar; March 18, 2024 The Econoday economic calendar lists upcoming U.S. Tuesday: Durable Goods Orders. Case-Shiller Home Price Index. Jobless Claims.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

MARCH 18, 2024

Retail sales, also reported on Thursday, were disappointing, rising less than expected and adding to the inflation angst. 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.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

DECEMBER 18, 2023

A solid retail sales number, which reflected a strong consumer and supported the soft landing thesis, also boosted enthusiasm. 6 This Week: Key Economic Data Tuesday: Housing Starts. Index of Leading Economic Indicators. Source: Econoday, December 15, 2023 The Econoday economic calendar lists upcoming U.S.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

JANUARY 16, 2024

A Tale Of Two Inflation Reports The biggest economic news last week was fresh inflation data. 6,7,8 This Week: Key Economic Data Tuesday: Empire State Manufacturing Index. Wednesday: Retail Sales. Source: Investor’s Business Daily, Econoday economic calendar; January 10, 2024 The Econoday economic calendar lists upcoming U.S.

Marketing 111

Marketing Marketing Taxes Economics 111

Cornerstone Financial Advisory

MARCH 11, 2024

6,7 This Week: Key Economic Data Tuesday: Consumer Price Index. Retail Sales. Source: Investors Business Daily – Econoday economic calendar; March 2, 2024 The Econoday economic calendar lists upcoming U.S. Treasury Statement. Wednesday: EIA Petroleum Status Report. Thursday: Jobless Claims. Producer Price Index.

Marketing 103

Marketing Marketing Insurance Taxes 103

Cornerstone Financial Advisory

SEPTEMBER 16, 2024

7 This Week: Key Economic Data Monday: Empire State Manufacturing Index. Retail Sales. Source: I nvestors Business Daily – Econoday economic calendar ; September 13, 2024 The Econoday economic calendar lists upcoming U.S. Tuesday: FOMC meeting – Day 1. Industrial Production. Fed Official Lorie Logan speaks.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

FEBRUARY 12, 2024

Economic Strength The strength of the U.S. 5 This Week: Key Economic Data Tuesday: Consumer Price Index (CPI). Retail Sales. Source: Investors Business Daily – Econoday economic calendar; February 8, 2024 The Econoday economic calendar lists upcoming U.S. Treasury note yield is expressed in basis points.

Marketing 105

Marketing Marketing Economics Taxes 105

The Big Picture

SEPTEMBER 10, 2024

He has a very interesting approach to thinking about market valuations and strategies and when to deploy capital, when to go with the crowd, when to lean against the crowd, and has amassed and excellent track record. We have institutional clients, we have retail clients, we have, you know, pension funds, we have endowments.

Valuation 157

Valuation Clients Investing Investments 157

Cornerstone Financial Advisory

OCTOBER 23, 2023

Yields rose after traders speculated that strong economic data might persuade the Fed to raise rates. Economic Strength, Housing Weakness The economy continued to evidence surprising strength according to data released last week. Despite worries of a struggling consumer, consumers increased their spending as retail sales rose 0.7%

Marketing 105

Marketing Marketing Taxes Economics 105

Nationwide Financial

NOVEMBER 21, 2022

Retail investors continue to aggressively allocate to equities, with $23 billion of inflows into equity funds and ETFs in the latest week, the fastest pace since March, per EPFR data. However, this is actually a sustainable situation where market returns appear modest but are instead growing into their valuation.

Marketing 52

Marketing Marketing Retail Sales 52

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

Cornerstone Financial Advisory

JANUARY 22, 2024

Weekly Market Insights: Big Win For Big Tech Presented by Cornerstone Financial Advisory, LLC Stocks finished higher last week, with big tech again leading amid lingering uncertainty over how continued economic strength would influence the Fed’s rate decision. December retail sales came in strong, +0.6% Wednesday: PMI Composite.

Marketing 64

Marketing Marketing Economics Taxes 64

Cornerstone Financial Advisory

JULY 22, 2024

Upbeat Economic Data Although stocks were under pressure, some investors saw “green shoots” in a few economic reports. Retail sales were unchanged in June, which was better than expected. 7,8 This Week: Key Economic Data Tuesday: Existing Home Sales. 7,8 This Week: Key Economic Data Tuesday: Existing Home Sales.

Marketing 52

Marketing Marketing Economics Taxes 52

Trade Brains

SEPTEMBER 21, 2024

They’re about shaping India’s economic future. This offering is expected to be one of the largest in India’s corporate history, with a potential valuation exceeding ₹9.3 This IPO could open doors for more people to invest in India’s grassroots economic growth. trillion ($112 billion).

Banking 111

Banking Financial Services Insurance Assets 111

Cornerstone Financial Advisory

AUGUST 21, 2023

Weekly Market Insights: Stocks Weather Summer Storm Of News And Indicators Presented by Cornerstone Financial Advisory, LLC Stocks extended their August declines last week as higher yields and weak economic data out of China soured investor sentiment. 4 Retail Sales Surprise Retail sales jumped 0.7% New Home Sales.

Marketing 52

Marketing Marketing Economics Taxes 52

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. Euphoric retail investor sentiments boosted the BSE Mid and Small Cap index by 14% and 13% respectively. Global growth exceeded projections, primarily propelled by the resilient performance of the US economy.

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

Cornerstone Financial Advisory

APRIL 22, 2024

A bit of good news punctuated an otherwise sour Monday, as a stronger-than-expected retail sales report showed consumers were spending despite rising inflation. Retail sales increased 0.7% 6 This Week: Key Economic Data Tuesday: PMI Composite. Despite inflation concerns, individuals were in a spending mood in March.

Marketing 52

Marketing Marketing Taxes Economics 52

Discipline Funds

AUGUST 4, 2023

This has been one of the more fascinating years in economic and market history. Retail sales have slowed to 0.5%. We are still digesting the COVID coom, inflation still remains too high, growth is slowing in many important economic indicators and the Fed is determined to win their battle with inflation.

Financial Planner 83

Financial Planner Banking Taxes Economics 83