Abnormal Returns

JULY 19, 2024

bloomberg.com) Economy Derek Thompson talks 'harsh economic truths' with Chicago Fed President Austan Goolsbee. theringer.com) Julia LaRoche talks with Tyler Cowen about how AI will change society and the economy. podcasts.apple.com) Cameron Passmore and Benjamin Felix talks about the dynamics of the financial market with Prof.

Economics 258

Economics Startup Communication Economy 258

The Big Picture

MARCH 6, 2025

Look, this, this is a t tangled, uh, this is a tangled web, uh, that is critically important to, to the economy. Um, and so I, I think in a higher rate environment, if you’re trying to cool the economy, this is always true. Now, in the 2020s, we have a primarily fiscally driven economy, or at least post pandemic.

Economy 162

Economy Economics Food Banking 162

Advisor Perspectives

OCTOBER 8, 2024

Just like road trips can bring unexpected detours, the economy and financial markets are at their own crossroads: recession or soft landing?

Economy 97

Economy Financial Market Marketing Marketing 97

Abnormal Returns

JULY 11, 2024

Markets Today's constructive CPI report rang a bell for financial markets. finance.yahoo.com) The market for leveraged loans is open for business, especially refinancings. npr.org) Economy June CPI actually fell. sherwood.news) Falling interest rates helped push 30-year mortgage rates well below 7.0%.

Financial Advising 243

Financial Advising Valuation Media Economy 243

Abnormal Returns

MARCH 26, 2024

wsj.com) Books Gary Stevenson’s book “The Trading Game” helps explain the past twenty years in the financial markets. qz.com) Economy The Roaring 20's are here. (capitalspectator.com) Higher for longer is helping to push Treasury yields higher. lefsetz.com) Crypto FTX sold its stake in Athropic to some big names.

Financial Advising 274

Financial Advising Media Banking Economy 274

Trade Brains

JULY 6, 2022

Understanding How Does Stock Market Affect The Economy: The stock market and the economy are in a lot of talk in recent days. Seeing the market indexes declined by over 30% within a month, an obvious question among people is to understand how does the stock market affects the economy.

Economy 98

Economy Marketing Marketing Economics 98

The Big Picture

SEPTEMBER 21, 2022

We must keep at it until the job is done.’ ( Wall Street Journal ) see also The “Data-Dependent” Fed and the Data Interpreting the mixed signals across the economy, with a focus on inflation, jobs, and market pricing. ( Don’t Take Financial Advice From Kanye West : Nothing fails quite like success. The Overshoot ).

Financial Advice 288

Financial Advice Engineering Economy Management 288

Abnormal Returns

JANUARY 30, 2023

nytimes.com) Funds How the launch of the SPDR S&P 500 ETF Trust ($SPY) changed financial markets. klementoninvesting.substack.com) Economy Signs that the U.S. (slate.com) What to do with job satisfaction surveys. morningstar.com) Why sustainable funds can charge a premium. consumer is tightening their belts.

Financial Advising 246

Financial Advising Media Valuation Economy 246

Truemind Capital

APRIL 19, 2024

Here are some of the popular themes and the risks associated with them: Falling Interest Rates : There has been earnest demand by market participants to cut interest rates in the US and other developed economies on the back of falling inflation rates. Falling interest rates make money cheaper and thus fuel equity market returns.

Financial Market 98

Financial Market Asset Allocation Marketing Marketing 98

Abnormal Returns

NOVEMBER 2, 2022

wsj.com) Economy The 3 month-18 month Treasury spread is almost inverted. abnormalreturns.com) Why rough edges remain in financial markets: people. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (wsj.com) Housing affordability is at a multi-decade low.

Portfolio 245

Portfolio Financial Advising Medical Retail 245

Abnormal Returns

MAY 23, 2023

theblock.co) AI Fake AI stories will continue to roil the financial markets. theverge.com) Economy The median new home sales price is down 15.3% (mailchi.mp) Crypto Prosecutors are pouring through a ton of evidence in the SBF case. nytimes.com) Coinbase ($COIN) is not sitting back in its fight with the SEC. from the peak.

Financial Advising 246

Financial Advising Media Banking Economy 246

Nerd's Eye View

APRIL 3, 2024

With a plethora of interdependent and ever-changing parts, gaining a clear (or even not-terribly-fuzzy) understanding of where the economy stands at any given moment is a daunting task, to say the least. At the same time, value and international stocks continue to lag, trading as if the economy is already in the depths of a serious recession.

Economics 244

Economics Marketing Marketing Valuation 244

Abnormal Returns

NOVEMBER 3, 2022

bbc.com) Economy Still no sign that layoffs have accelerated. abnormalreturns.com) Why rough edges remain in financial markets: people. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (observer.com) Should artists fear AI image generators?

Financial Advising 205

Financial Advising Media Banking Economy 205

The Big Picture

AUGUST 19, 2022

With surging inflation and a new war in Europe, the first half of 2022 was understandably gloomy for economies and financial markets around the world. My end-of-week morning train WFH reads: • Holes in the Recession Story. Project Syndicate ).

Startup 299

Startup Management Economy Financial Market 299

Calculated Risk

JULY 3, 2024

Several participants noted that financial market reactions to data and feedback received from contacts suggested that the Committee's policy approach was generally well understood. emphasis added

Transportation 227

Transportation Food Communication Economics 227

A Wealth of Common Sense

JUNE 20, 2023

You need to understand corporations and the global economy generally function over the long haul. You also need a deep understanding of financial market history from booms to. You need to understand how math, statistics and probabilities work.

Financial Advice 145

Financial Advice Math Economy Financial Market 145

Discipline Funds

FEBRUARY 28, 2025

reading to stick unless the broader economy really starts to devolve in the coming months. Stagflation is when the economy has stagnant growth with high inflation. And on average the global financial markets are 45/55 stocks/bonds so most of us prefer a much safer component of our portfolios to complement the stock allocation.

Assets 69

Assets Economy Portfolio Financial Market 69

Calculated Risk

JANUARY 8, 2023

Once we reach that point, then the second step of our inflation fighting process, as I see it, will be pausing to let the tightening we have already done work its way through the economy. I have us pausing at 5.4 And Wall Street economists are expecting three or more rate hikes this year.

Economy 236

Economy Numbers Economics Sales 236

The Big Picture

JUNE 24, 2023

You need to understand how corporations and the global economy generally function over the long haul. You also need a deep understanding of financial market history from booms to busts. You need to understand how math, statistics and probabilities work.

Math 268

Math Advertising Financial Advice Assets 268

Abnormal Returns

JULY 14, 2022

(morningstar.com) Comparing the last three big bear markets. theinformation.com) Jamie Dimon is cautious about the economy. nytimes.com) Economy Weekly initial unemployment claims continue to climb higher. economy is a slowing housing market. pragcap.com) Where indicators of financial market stress stands.

Marketing 130

Marketing Marketing License Financial Advising 130

Advisor Perspectives

DECEMBER 30, 2024

I will be looking at a few indicators in 2025 to tell me where financial markets are going. Most of them relate to the bond market, because it is both a window into the overall economy and an important component of how stocks and other risky assets are valued.

Economy 52

Economy Financial Market Assets Marketing 52

Nationwide Financial

OCTOBER 25, 2022

How could the midterm elections affect the economy? With all the uncertainty around the election outcomes, it’s hard to say what the impact on the economy will be after Election Day. That has helped sustain the economy through the COVID recovery, but seems unlikely to continue under divided government. See chart below.)

Clients 116

Clients Management Government Economy 116

Advisor Perspectives

OCTOBER 2, 2023

In this special mid-year podcast, Rob is joined by MFS Chief Economist Erik Weisman to discuss all things around the economy, including the rate of inflation, probability of recession, and other trends that may affect the financial markets and assets.

Economy 52

Economy Financial Market Assets Marketing 52

Truemind Capital

APRIL 21, 2023

Equity Market Insights: The last quarter has seen one of the major shakeups from the prevailing easy situation over the last decade for the global economies. Thankfully, the Governments intervened to avoid major spillover effects on the overall economy. The Adani saga also aggravated volatility. For the last 1.5

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

Bell Investment Advisors

NOVEMBER 6, 2023

The broader economy surprises, too. With a seemingly unstoppable labor market and an economy that’s defied recession expectations, why have most financial markets declined since July? The post The Economy vs. Interest Rates appeared first on Bell Investment Advisors. during the third quarter.

Economy 52

Economy Economics Numbers Investment Advisor 52

Abnormal Returns

NOVEMBER 6, 2022

tker.co) Economy The many ways the FOMC could mess things up. economy is missing a bunch of foreign-born workers. abnormalreturns.com) Why rough edges remain in financial markets: people. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? ritholtz.com) The U.S.

Financial Advising 130

Financial Advising Economy Media Banking 130

Abnormal Returns

NOVEMBER 1, 2022

Markets How major asset classes performed in October 2020. capitalspectator.com) Don't be surprised to see the stock market rally before the economy bottoms out. klementoninvesting.substack.com) Economy The Fed is most hurting the middle class through rising rates. theringer.com) In America, lumber mills are moving south.

Accounting 130

Accounting Startup Financial Advising Valuation 130

Abnormal Returns

NOVEMBER 4, 2022

hunterwalk.com) Global The Canadian economy continues to add jobs. washingtonpost.com) Housing The housing market is worse than you think. vitaliy.substack.com) The housing market is deteriorating faster than the data shows. nytimes.com) Economy You can find signs of weakness in the October NFP report if you look.

Asset Allocation 130

Asset Allocation Financial Advising Startup Economy 130

MarketWatch

APRIL 4, 2023

economy could be about to tip into a recession, following Tuesday’s data which revealed the red-hot labor market is finally loosening up. Because we’ve really seen job openings remain elevated for quite some time, today’s data was significant,” said Edward Moya, a senior market analyst for the Americas at OANDA Corp.

Economy 76

Economy Marketing Marketing Banking 76

Truemind Capital

AUGUST 12, 2023

Equity Market Insights : Where is the recession? Despite being widely expected for many months, the recession has yet to materialize in the US and other developed economies. The recent rally in the market has made the valuations more expensive compared to historical standards.

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

Truemind Capital

OCTOBER 18, 2024

That’s exactly what we’ve seen in India’s financial markets in the quarter ending September 2024. Here is what’s happening currently- Stock markets are rising Bond Prices are increasing / Bond Yields are falling Gold is trending upwards Real Estate Prices are inching upwards ALL KEY ASSET PRICES ARE GOING NORTHWARDS!

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

The Irrelevant Investor

JULY 5, 2022

On today’s show we discuss: The worst 6 months ever for financial markets After the stock market's worst start in 50 years, some see more pain ahead What's priced into the stock market? Follow us on Facebook , Instagram , and YouTube. Check out our t-shirts, stickers, coffee mugs, and other swag here.

Economy 52

Economy Financial Market Marketing Marketing 52

Truemind Capital

JANUARY 16, 2024

Global growth exceeded projections, primarily propelled by the resilient performance of the US economy. Some allocation of 5-7% in portfolios focused on the Chinese economy can be taken given multi-decades low valuation, which may not sustain in a large economy expected to grow at 3-4% annually over the long term.

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

Abnormal Returns

OCTOBER 1, 2022

theirrelevantinvestor.com) A proper asset allocation is a precondition to avoid market-related panic. rogersplanning.blogspot.com) Joe Wiggins, "Financial markets are about the decisions made by other people." morningstar.com) Economy The August PCE price index increased 6.2% rental housing market is rapidly cooling off.

Asset Allocation 130

Asset Allocation Financial Advising Startup Media 130

Truemind Capital

JULY 19, 2024

By mid-June, the Nifty had bounced back from its lows, driven by expectations of a stable coalition government and positive monsoon forecasts, which are vital for the rural economy and consumption sectors. Global developed markets are also riding on a bull. You can write to us at connect@truemindcapital.com or call us at 9999505324.

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

Nationwide Financial

JUNE 8, 2023

While financial markets are pricing in several rate cuts before year end, we look for the Fed to wait until 2024 to ease its policy stance due to lingering inflationary trends. Equity markets continue to trend higher in 2023 even with a high probability of recession later this year and downside risks caused by bank credit tightening.

Economy 52

Economy Marketing Marketing Retail 52

Advisor Perspectives

JANUARY 6, 2024

The long-awaited recession never materialized in 2023 as the sectors of the economy rotated from hot (i.e., travel and leisure) to cold (i.e., housing) over the last few years.

Financial Market 52

Financial Market Economy Marketing Marketing 52