Advisor Perspectives

OCTOBER 2, 2023

But this week was all about the real economy, notably the United Auto Workers (UAW) strike and the pending government shutdown. Last week was all about financial factors, primarily interest rates. Indeed, worries about a recession rose on those two risks.

Economy 52

Economy Government 52

Advisor Perspectives

APRIL 11, 2023

We introduce a tool for assessing how the market responds to news about the economy and about government monetary and fiscal policy.

Government 59

Government Marketing Marketing Economy 59

MarketWatch

FEBRUARY 3, 2023

economy is showing strength. Biden said in a statement at the White House: "I'm happy to report that the state of our union, and the state of our economy, is strong." from 3.5%, the government reported. Biden spoke after the U.S. Biden spoke after the U.S. The unemployment rate slid to a 54-year low of 3.4% on Tuesday night.

Economy 98

Economy Government Numbers Marketing 98

Advisor Perspectives

NOVEMBER 29, 2023

The US economy grew at an even faster pace in the third quarter than originally estimated, reflecting upward revisions to business investment and government spending.

Economy 52

Economy Government Investments Investing 52

Advisor Perspectives

AUGUST 7, 2023

Last week’s sharp moves in the US government bond market have people wondering about the implications not only for the outlook for other financial assets, including stocks but also for the economy and policy.

Economy 52

Economy Government Assets Marketing 52

Abnormal Returns

AUGUST 18, 2024

(nytimes.com) Covid demonstrated what the federal government can do to support people. thesling.org) Economy Sam Ro, "In other words, the American consumer isn’t spending as recklessly as they used to. crr.bc.edu) Where high schools required to provide financial literacy classes. theatlantic.com) The antitrust case against SpaceX.

Financial Advising 247

Financial Advising Taxes Media Government 247

Abnormal Returns

MAY 31, 2024

Economy Katie Gatti Tassin about the disconnect in the economy with Mark Zandi and Judd Cramer. open.spotify.com) Stephen Clapham talks sustainability with Carine Smith Ihenacho is Chief Governance and Compliance Officer at Norges Bank, the Norwegian Sovereign Wealth Fund.

Compliance 233

Compliance Economy Government Taxes 233

Trade Brains

NOVEMBER 15, 2023

It was on November 10, when the Karnataka government announced the plan for KHIR City, which stands for Knowledge, Healthcare, Innovation, and Research City. How will it help people and the economy? The post KHIR City – Karnataka Government to Attract Rs 40,000 crores Investment appeared first on Trade Brains.

Government 59

Government Investing Investments Healthcare 59

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? government is used to discount future cash flows, the expectation of higher rates drags down the price of stocks and bonds.

Economy 52

Economy Economics Investment Advisor Numbers 52

Abnormal Returns

JULY 14, 2024

wsj.com) Why Medicare Advantage costs the government more the traditional Medicare. nbcnews.com) Economy An economic soft landing is still on track. (on.ft.com) How Polymarket became the go-to election prediction market. wsj.com) Medicare How Medicare got taken for billions by Medicare Advantage providers.

Financial Advising 228

Financial Advising Economics Media Government 228

Discipline Funds

OCTOBER 20, 2023

Maybe some of this is a terminological issue since we call long-term government bonds “bonds”, 10 year bonds “notes” and short-term government bonds, “bills”, but for all practical purposes the terms “fixed income” and “bonds” are interchangeable. year instrument on average.

Economy 77

Economy Retail Government Banking 77

MarketWatch

MARCH 13, 2023

stocks opened lower Monday after the government took steps to support the banking system after the collapse of Silicon Valley Bank on Friday sparked contagion fears. economy by strengthening public confidence in our banking system.” The Dow Jones Industrial Average DJIA was down 0.7% The Dow Jones Industrial Average DJIA was down 0.7%

Government 75

Government Banking Insurance Economy 75

Abnormal Returns

NOVEMBER 22, 2023

om.co) The OpenAI fiasco highlights the importance of corporate governance. economist.com) Economy Still no sign of a pickup in weekly initial unemployment claims. econbrowser.com) Thanks to the Fed the economy is slowing. theatlantic.com) Finance Banks are planning to start.lending again.

Financial Advising 246

Financial Advising Startup Media Economy 246

Bell Investment Advisors

AUGUST 2, 2023

Bureau of Economic Analysis showed the domestic economy grew at an inflation-adjusted pace of 2.4% Prior to the pandemic, we shifted our fixed income positions to favor short- and intermediate-term government bonds. The post The Economy Continues to Look Good appeared first on Bell Investment Advisors. A report from the U.S.

Economy 52

Economy Investment Advisor Valuation Economics 52

Abnormal Returns

JUNE 30, 2024

npr.org) The debate is on about government drinking guidelines. econbrowser.com) Economy Q2 GDP is tracking around 2.0%. (downtownjoshbrown.com) Policy The Supreme Court has overturned the Chevron doctrine. axios.com) Cities can now punish the homeless for sleeping in public places. ft.com) How the CPI and PCE differ.

Financial Advising 259

Financial Advising Media Government Economy 259

Advisor Perspectives

SEPTEMBER 5, 2023

We believe idiosyncratic credit events may occur over the next 12 months, but systemic bank risk is remote.

Government 52

Government Economy Banking 52

Advisor Perspectives

SEPTEMBER 5, 2023

We believe idiosyncratic credit events may occur over the next 12 months, but systemic bank risk is remote.

Government 52

Government Economy Banking 52

Brown Advisory

FEBRUARY 14, 2023

Sustainable Sovereigns: Integrating ESG Analysis into Government Debt Research ajackson Tue, 02/14/2023 - 10:39 Brown Advisory has championed Environmental, Social and Governance (ESG) research and sustainable investing for more than a decade. Historically, ESG analysis of sovereign debt was primarily focused on governance issues.

Government 52

Government Economics Investing Investments 52

Brown Advisory

FEBRUARY 14, 2023

Sustainable Sovereigns: Integrating ESG Analysis into Government Debt Research ajackson Tue, 02/14/2023 - 10:39 Brown Advisory has championed Environmental, Social and Governance (ESG) research and sustainable investing for more than a decade. Historically, ESG analysis of sovereign debt was primarily focused on governance issues.

Government 52

Government Economics Investing Investments 52

Abnormal Returns

OCTOBER 8, 2023

econbrowser.com) Why higher interest rates aren't have a bigger effect on the economy. nytimes.com) Policy Is there a viable fix for the recurrent threat of a government shutdown? theguardian.com) Economy Nobody should want a recession. tker.co) Why are mortgage rates are as high as they are.

Financial Advising 265

Financial Advising Economy Media Government 265

Brown Advisory

FEBRUARY 14, 2023

Sustainable Sovereigns: Integrating Sustainable Investment Analysis into Government Debt Research ajackson Tue, 02/14/2023 - 10:39 Brown Advisory has championed sustainable investing for more than a decade. FROM CORPORATE CREDIT TO GOVERNMENT DEBT: IN-DEPTH RESEARCH Sustainable investment analysis for companies is generally well-understood.

Government 52

Government Investing Investments Economics 52

The Reformed Broker

SEPTEMBER 26, 2023

Risks to the Economy – “A year of surprisingly strong growth is about to be tested by a strike, the possibility of a government shutdown, student loans. On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►The ‘flation – 75% probability of a shutdown.

Government 161

Government Economy Investing Investments 161

Abnormal Returns

NOVEMBER 10, 2023

Economy Kyla Scanlon talks with David Dayen about the gap between the economy and consumer sentiment. Bowman and Christine Hamilton talk with Chris Ailman and Ashby Monk about the importance of fund governance. youtube.com) Business Matt Reustle talks with Staley Cates about the history of FedEx ($FDX).

Retirement Planning 251

Retirement Planning Estate Planning Economy Media 251

Abnormal Returns

DECEMBER 31, 2023

bloomberg.com) Policy More of government should work like Operation Warp Speed. nytimes.com) Economy The economic graph of 2023. bonddad.blogspot.com) The American manufacturing economy is bumping along. (avc.com) Health care In a study, private equity-owned hospitals have higher rates of serious medical complications.

Financial Advising 241

Financial Advising Medical Economy Economics 241

Advisor Perspectives

AUGUST 7, 2023

A fresh fiscal showdown is brewing in Washington that threatens to complicate the Federal Reserve’s policymaking and strengthen Fitch Ratings’ warning that self-inflicted wounds are tarnishing America’s standing in the global economy.

Government 52

Government Economy 52

The Big Picture

SEPTEMBER 28, 2023

Flying blind, with things about to get much worse, the government responses were: 1) Operation Warp Speed, a commitment to getting a COVID vaccine ready; 2) CARES Act 1, a $2.2 And without those government-ordered mitigation measures, cases and deaths would have surged uncontrollably. Total US death count: 10 or 20 million.

Government 301

Government Medicine Economy Healthcare 301

A Wealth of Common Sense

APRIL 30, 2024

It feels like we’re in a weird place from the perspective of the economy and financial assets. Government debt seems too high. Housing prices seem too high. Consumer prices seem too high. Stock prices seem too high. I understand why people are worried. Bear markets, financial crises, recessions, etc.

Government 127

Government Economy Assets Marketing 127

Nationwide Financial

JUNE 8, 2023

Given the relative strength of recent data, it’s unlikely that a recession will start in the next few months, aside from a politically-induced government debt default. economy is being extended by strength within the labor market which is supporting further spending by households.

Economy 52

Economy Marketing Marketing Retail 52

Abnormal Returns

SEPTEMBER 3, 2023

theatlantic.com) Not every government in the world is getting older. washingtonpost.com) Economy The U.S. (theatlantic.com) Americans say they want more children than they actually have. wsj.com) Congress has abandoned their responsiblity over trade policy. semafor.com) More Indian boarding schools have been identified.

Math 249

Math Financial Advising Advertising Distribution 249

Abnormal Returns

JANUARY 14, 2024

vox.com) Threats of violence against elected officials and government officials are on the rise. papers.ssrn.com) Economy People have nostalgia for a time that never existed. (washingtonpost.com) Measuring economic inequality is harder than it looks. washingtonpost.com) The number of American centenarians is set to quadruple.

Financial Advising 263

Financial Advising Engineering Food Economics 263

Advisor Perspectives

AUGUST 7, 2024

Government borrowing, despite the strong economy, continues to push public debt to record levels – and the presidential contenders and their parties say scarcely a word about it. Fiscal conservatism has more or less vanished from America’s political landscape.

Government 98

Government Economy 98

Advisor Perspectives

NOVEMBER 1, 2023

The typical American is a lot richer now than they were just before the pandemic — and this improvement is at least partially due to government support for families and businesses in 2020 and 2021.

Economy 52

Economy Government 52

Advisor Perspectives

APRIL 16, 2024

Despite expectations for interest rate cuts by the Fed, yields have risen since the start of the year, with the government 10-year bond yield climbing nearly 70 bps this year through April 10. This is a sharp reversal from what occurred in Q4 2023 when the 10-year yield collapsed by 71 bps.

Economy 40

Economy Government 40

Brown Advisory

OCTOBER 22, 2021

Sustainable Sovereigns: Integrating ESG Analysis into Government Debt Research ajackson Fri, 10/22/2021 - 14:56 Brown Advisory has championed Environmental, Social and Governance (ESG) research and sustainable investing for more than a decade. Historically, ESG analysis of sovereign debt was primarily focused on governance issues.

Government 52

Government Education Economics Investing 52

Brown Advisory

OCTOBER 22, 2021

Sustainable Sovereigns: Integrating ESG Analysis into Government Debt Research. Brown Advisory has championed Environmental, Social and Governance (ESG) research and sustainable investing for more than a decade. FROM CORPORATE CREDIT TO GOVERNMENT DEBT FUNDAMENTAL AND ESG RESEARCH. Fri, 10/22/2021 - 14:56.

Government 52

Government Education Economics Investing 52

Abnormal Returns

JUNE 5, 2023

morningstar.com) How real estate poses a risk to the Chinese economy. noahpinion.blog) China's local governments are full-up on debt. ft.com) Economy This measure of inflation has been falling for months. (techcrunch.com) China You can't talk about emerging markets without mentioning China.

Financial Advising 172

Financial Advising Economy Media Government 172

The Big Picture

NOVEMBER 27, 2023

Barron’s ) • Economists May Have Been Flying Blind All Along : Declining response rates to official surveys raise the possibility that government and central bank officials have been making decisions based on flawed data. economy. ( After it nearly blew up on him, he now emerges with closer ties to its leader, Sam Altman. (

Advertising 246

Advertising Economy Media Government 246