Carson Wealth

MARCH 3, 2025

Good Riddance, February The second half of February was rough, as worries over the economy, tariffs, and large cap tech weakness dominated the conversation. We continue to think the bull market is alive and well and the economy is on solid footing, but that doesnt mean we wont have scary headlines or worries. Heres the thing.

Marketing 78

Marketing Marketing Government Economy 78

Carson Wealth

DECEMBER 9, 2024

Optimism over lower taxes, a stronger economy, animal spirits, and strong earnings all were likely reasons for the surge. The economy created 227,000 jobs in November, close to expectations, which somewhat made up for the low 36,000 number in October (revised up from 12,000). For reference, the 2019 average was 166,000.

Marketing 69

Marketing Marketing Economy Manufacturing 69

The Big Picture

MARCH 4, 2025

Previously she was co-head of the bank’s Innovation Economy Group. Alright, so, so you go from public finance, how did you evolve towards co-head of innovation economy? So Barry Ritholtz : Let’s talk about your dual role, your, your co-head of innovation economy and your head of specialized industries.

Banking 130

Banking Economy Startup Marketing 130

Abnormal Returns

APRIL 23, 2023

axios.com) Apple ($AAPL) is being very deliberate in its approach to financial services. wsj.com) Policy The IRA and CHIPS Act have caused a surge in domestic manufacturing investment. vox.com) Economy Earnings can fall even without an economic recession. Companies RIP, Bed, Bath & Beyond ($BBBY).

Financial Advising 130

Financial Advising Financial Services Manufacturing Economics 130

Carson Wealth

JANUARY 13, 2025

Good news can be bad news in the short run, but a solid economy usually becomes good news again once we get past the initial market reaction. If the underlying economy is sound, pullbacks like this can actually be a positive for the longer-term health of the market. The economy created over 2 million jobs in 2024, down from 2.4

Marketing 75

Marketing Marketing Economy Compliance 75

Carson Wealth

OCTOBER 23, 2023

The economy has strong momentum, with growth accelerating since the first half of the year. Retail and food service sales have increased at an 8.6% Through June 2023, the economy grew 2.4% Since then, the economy has accelerated. At Carson, we have consistently believed the economy is resilient and will avoid a recession.

Marketing 143

Marketing Marketing Economy Retail 143

Carson Wealth

AUGUST 5, 2024

Economic data last week showed the economy slowing more than expected, adding to worries about a potential recession. Monthly nonfarm payrolls came in weak, adding to the worries about the overall strength of the economy. Lower rates could provide a jump to the economy on both fronts.

Marketing 141

Marketing Marketing Economy Numbers 141

Carson Wealth

NOVEMBER 27, 2023

The economy remains strong, the consumer is healthy, the wall of worry is intact, and manufacturing is bottoming. The Consumer Is Strong We’ve been hearing for two years that the consumer was tapped out and the economy was headed for a recession. Stocks rallied again last week and are now up four weeks in a row.

Marketing 96

Marketing Marketing Manufacturing Retail 96

Trade Brains

SEPTEMBER 21, 2024

HDFC Bank – HDB Financial Services HDFC Bank , one of India’s leading private sector banks, is preparing to unlock value from its non-banking finance arm, HDB Financial Services. This move involves HDFC Bank diluting its stake in HDB Financial Services by nearly 10%. 10 billion.

Banking 111

Banking Financial Services Insurance Assets 111

Carson Wealth

JUNE 10, 2024

May job growth surprised to the upside with the economy adding a robust 272,000 jobs. We see many clues inflation should continue to slow, including prices paid on manufacturing and services both coming in lower than expected last week, as did unit labor costs after a strong downward revision.

Marketing 143

Marketing Marketing Economy Numbers 143

Carson Wealth

SEPTEMBER 30, 2024

The economy continues to surprise to the upside, as we will discuss more below. With earnings hitting new highs and the economy continuing to expand, it’s no wonder stocks have hit 42 new all-time highs in 2024. The economy grew at an annualized pace of 2.4% The reason for the rally? But let’s not lose sight of the big picture.

Marketing 96

Marketing Marketing Manufacturing Economics 96

Carson Wealth

MAY 13, 2024

While some cracks may be forming, the economy remains on firm footing. Our Leading Economic Indicators Still Point to a Strong Economy A couple of softer-than-expected economic report cards recently came in — first quarter GDP growth and the April payroll report — and suddenly, calls for an impending recession have resumed.

Marketing 97

Marketing Marketing Economy Economics 97

Carson Wealth

JULY 24, 2023

economy has accelerated over the past year, defying calls of recession amid the Fed’s aggressive rate hikes. In sum: Not only is there no recession, but the economy does not even appear to be headed for a “landing” at this point. Right now, it says the economy grew 2.4% Recent data suggest a major slowdown is not in the cards.

Marketing 98

Marketing Marketing Economy Retail 98

Carson Wealth

DECEMBER 4, 2023

The economy overall remained firm and the consumer quite healthy all along, but the realization that inflation was no longer a headwind prompted stocks to rise. Fed officials are now acknowledging that inflation can fall even as the economy remains strong and unemployment stays low. What sparked the historic rally? over the last six.

Marketing 96

Marketing Marketing Economy Compliance 96

Carson Wealth

MARCH 25, 2024

A Dovish Fed Signals Rate Cuts Amid a Strong Economy — That’s Bullish The Federal Reserve left rates unchanged at its March meeting, but the headline takeaway was that the median official continues to project three interest rate cuts in 2024, each worth 0.25%. That’s a big jump and acknowledgement that the economy is strong.

Marketing 97

Marketing Marketing Economy Manufacturing 97

Carson Wealth

JANUARY 29, 2024

Strong economic growth and better data should be viewed positively, as it shows the economy isn’t falling into a recession. The economy ran above trend last year, despite high interest rates. Economy: This Time Was Different, and That’s a Big Deal The U.S. economy grew 5.8% And that is what is happening now.

Marketing 97

Marketing Marketing Economy Government 97

Carson Wealth

NOVEMBER 6, 2023

Although many were worried, the economy remained quite strong and odds were high the Fed was done hiking rates. The economy is normalizing, which could loosen tight financial conditions and boost cyclical activity. The October payroll report indicates the economy is slowing from its red-hot pace.

Marketing 96

Marketing Marketing Economy Numbers 96

Trade Brains

OCTOBER 21, 2024

While silver production is less significant to Russia’s economy compared to its gold, platinum, and palladium industries, the decision to acquire silver for reserves could be a strategic move to leverage its natural resources and bolster its economic position. million ounces.

Electronics 59

Electronics Medical Manufacturing Banking 59

Carson Wealth

SEPTEMBER 5, 2023

That is more than the economy needs to keep up with population growth. That’s encouraging for consumption and the economy. The Labor Market Is Also Normalizing At the beginning of the year, we labeled our 2023 outlook “The Edge of Normal” as we expected markets and the economy to normalize in 2023.

Marketing 89

Marketing Marketing Economy Compliance 89

Carson Wealth

SEPTEMBER 18, 2023

At the same time, we do not expect Fed members to even hint that they’re thinking about cutting rates any time soon, especially since the economy continues to show strength, as evidenced by relatively strong retail sales and industrial production data last week. This newsletter was written and produced by CWM, LLC.

Marketing 96

Marketing Marketing Economy Retail 96

Carson Wealth

JANUARY 16, 2024

We believe the odds of a recession remain low, with continued income growth, a recovery in rate-sensitive cyclical areas of the economy, and untapped potential for productivity gains helping to support the expansion. Market participants, strategists, policymakers, and the economy rarely saw eye to eye.

Investing 96

Investing Investments Marketing Marketing 96

Carson Wealth

APRIL 1, 2024

As long-time followers of this commentary know, we’ve been quite bullish on both the stock market and the economy for well over a year now. but all major economies based on their individual economic sensitivities, which we can then roll up to regional and global leading indicators. Could stocks fall in April? While our U.S.

Marketing 97

Marketing Marketing Economy Economics 97

Carson Wealth

AUGUST 19, 2024

As we will discuss below in more detail, we still believe the US economy is just fine. While retail sales drew the most interest, there was a flood of economic data yesterday and there were some signs that the Fed’s tight policy continues to weigh on the economy. Yes, it might be slowing some, but slowing doesn’t mean a recession.

Retail 96

Retail Marketing Marketing Sales 96

Trade Brains

DECEMBER 14, 2023

Top Indian Stocks held by BlackRock BlackRock has set up a BlackRock India Fund to allow its investors to earn a piece of the pie of India’s growing economy. The Company earns most of its revenue from the Financial Services and insurance industries (29.8%), followed by Retail (14.5%) and Communication (12.3%). 6,01,356 EPS ₹57.63

Consulting 113

Consulting Banking Insurance Retail 113

Carson Wealth

JANUARY 2, 2024

The economy surprised, the consumer remained resilient, stocks soared, and even bonds did well on the year thanks to a late-innings rally. The Manufacturing Renaissance is Here Sonu Varghese, VP and Global Macro Strategist I’ve never seen an economic chart like this, especially one related to factory construction.

Marketing 89

Marketing Marketing Economy Manufacturing 89

Brown Advisory

SEPTEMBER 21, 2022

In the industrials space, we tend to shy away from deeply cyclical commoditized businesses and see resilience in companies that typically benefit from a meaningful after-market component or subscription-like revenues from maintenance or service contracts, e.g. Atlas, French Aerospace manufacturer Safran Group, and Kone (Figure 2.)

Portfolio 86

Portfolio Manufacturing Investing Investments 86

Carson Wealth

APRIL 3, 2023

We continue to believe the economy is strong. There are positives, including a Fed that may be done with rate hikes, lower inflation, a rebound in manufacturing, and a strong labor market. companies are re-shoring a record number of manufacturing jobs. Stocks had a strong first quarter, even though the path wasn’t easy.

Marketing 52

Marketing Marketing Manufacturing Electronics 52

Trade Brains

JANUARY 6, 2023

Top 10 Companies in India by Market Capitalization: According to the 2021 data published by the International Monetary Fund (IMF), India is the sixth-largest economy in the world in terms of nominal Gross Domestic Product (GDP), which is valued to be worth US$ 3.04 TCS is now placed among the most valuable IT services brands worldwide.

Marketing 98

Marketing Marketing Banking Consulting 98

Trade Brains

OCTOBER 22, 2024

Dixon Technologies Limited The company become a leading electronics manufacturer in India. They offer banking services to millions of customers. The bank provides loans to various sectors of the economy. Oracle Financial Services Limited The company is into creating software for banks worldwide.

Medicine 52

Medicine Banking Electronics Pharmaceutical 52

Carson Wealth

JULY 10, 2023

The big picture is the economy is normalizing. Big Picture: The Economy Is Normalizing We started this year discussing how the economy has been at the “edge of normal” in our 2023 outlook. The individual country LEIs are subsequently rolled up into a global index to give us a picture of the global economy.

Marketing 52

Marketing Marketing Economy Manufacturing 52

Carson Wealth

JUNE 12, 2023

Carson’s leading economic index indicates the economy is not in a recession. We’ve believed for a while now that the bear market ended in October, but the financial media prefer the 20% definition. It can be hard to parse through it all and come up with an updated view of the economy after every data release.

Marketing 52

Marketing Marketing Economy Manufacturing 52

Carson Wealth

AUGUST 7, 2024

There are three main drivers: a weakening economy, the unwind of the yen carry trade, and the Federal Reserve (Fed) likely being way behind the curve on rate cuts. Leaving rates too high for too long slows the economy and hits small businesses and housing especially hard. was enough to start breaking the economy?

Economy 95

Economy Numbers Investing Investments 95

Trade Brains

SEPTEMBER 21, 2023

Mangalam Alloys IPO Review – About The Company Mangalam Alloys Private Limited, incorporated in 1988, is a stainless steel manufacturing company based in Ahmedabad, Gujarat, India. It has an integrated manufacturing unit covering 40,000 sq. meters land with an installed capacity of 25,000 TPA. crore (US$ 8.6

Manufacturing 59

Manufacturing Government Transportation Portfolio 59

Carson Wealth

FEBRUARY 26, 2024

We Aren’t Alone Anymore A year ago, we told anyone who would listen that the economy would likely avoid a recession and stocks were going to have a great year. Since avoiding a recession is normal, falling concern about the economy isn’t contrarian in itself, but we do lose some extra fuel from bearish views unwinding.

Marketing 96

Marketing Marketing Valuation Economy 96

Trade Brains

JULY 17, 2022

It was under his leadership when the group business expanded into the manufacturing of scooters, three-wheeler, cement, alloy casting and electricals. was demerged post which its manufacturing has been transferred to Bajaj Auto Limited (BAL) & its financial services business has been transferred to Bajaj Finserv Limited (BFS). .

Manufacturing 52

Manufacturing Insurance Financial Services Investing 52

Carson Wealth

JULY 5, 2023

Six months ago, most financial experts were talking about an imminent recession and the likelihood of stocks breaking the October lows. But instead, stocks had one of their best six-month starts and the economy shows no signs of slowing. Business investment is rising once again, and that’s a big deal for the economy.

Marketing 52

Marketing Marketing Manufacturing Electronics 52

Carson Wealth

JULY 17, 2023

Even though inflation has come back quickly (more on that below), wages growing faster than inflation, small business sentiment is improving, consumer sentiment is improving, housing bottoming, manufacturing bottoming, and a consumer that is incredibly resilient, there is still plenty of worry to go around.

Marketing 98

Marketing Marketing Food Compliance 98