Cornerstone Financial Advisory

AUGUST 1, 2022

Undaunted by another Fed rate hike and news of a contracting economy, the stock market rallied last week on better-than-expected corporate earnings. Powell indicated that it might become appropriate to slow the pace of future hikes, and he didn’t believe the economy had entered into recession. Economy Contracts .

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Marketing Marketing Taxes Economics 104

James Hendries

AUGUST 3, 2022

Perhaps the market’s biggest fear has been that the Fed may overdo its tightening to fight inflation and send the economy into a painful recession, break something, or both. He acknowledged that the economy is slowing (which is what the Fed wants) and that the full effect of the rate hikes had not yet been felt. Of course, the U.S.

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Marketing Marketing Economy Valuation 98

Cornerstone Financial Advisory

FEBRUARY 12, 2024

economy has come into the spotlight. An analysis conducted by The Wall Street Journal recently proposed that the economy’s resilience could be attributed, at least in part, to the productivity driven by the technology sector. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

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Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

OCTOBER 23, 2023

Economic Strength, Housing Weakness The economy continued to evidence surprising strength according to data released last week. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors.

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Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

OCTOBER 2, 2023

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

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Cornerstone Financial Advisory

MARCH 25, 2024

He added that if the economy keeps on its current course, that the FOMC would likely “begin dialing back policy restraint at some point this year.” FMG is not affiliated with the named representative, financial professional, Registered Investment Advisor, Broker-Dealer, nor state- or SEC-registered investment advisory firm.

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Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

FEBRUARY 5, 2024

Instead, investors interpreted it as confirmation of a robust economy. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. a Registered Investment Advisor.

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Marketing Marketing Taxes Economics 104

Cornerstone Financial Advisory

OCTOBER 31, 2022

Meanwhile, positive earnings surprises from “old economy” companies powered markets higher. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors.

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Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

SEPTEMBER 5, 2023

1,2,3 Stocks Rise On Slowing Economy Investor sentiment turned positive last week as signs of economic softness were interpreted as reason for the Fed to hold off on further rate hikes. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.

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Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

JANUARY 8, 2024

Jobs and services sector news painted a better picture of the economy on Thursday, but as the 10-year Treasury hit 4%, stock prices responded negatively. FMG is not affiliated with the named representative, financial professional, Registered Investment Advisor, Broker-Dealer, nor state- or SEC-registered investment advisory firm.

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Marketing Marketing Taxes Economics 98

James Hendries

MARCH 6, 2023

Suggesting an economy makes “no landing” makes no sense. 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. Analogies eventually break down, especially this one. Why The “Landing” Analogy?

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Truemind Capital

JANUARY 22, 2024

“IT mein deadly scope hai” “Gaon mein production badh raha hai toh rural economy mein bhi growth hoga” “Internet ki demand badh rahi hai toh internet companies ke stocks mein bhi growth hogi” Most of us have seen the wonderful ads by Smallcase advocating investing based on future growth prospects.

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James Hendries

AUGUST 15, 2022

economy contracted for the second straight quarter. With a strong, even if slowing, job market and resilient consumer spending, we believe not enough sectors of the economy are contracting to qualify as an official recession. Given the slowing economy, intense cost pressures, and a strong U.S. All index data from FactSet.

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James Hendries

MARCH 13, 2023

For the “no landing” crowd thinking strong consumer spending and low unemployment would keep this economy growing until the inflation fight is won, they now have to consider signs of stress in the banking system after the failure of SVB Financial (commonly known as Silicon Valley Bank). But valuations strongly favor value over growth.

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James Hendries

JANUARY 13, 2023

The expectation was predicated on the view that inflation pressures would ease as global economies recalibrated to a post-pandemic environment. economy to avoid recession, and support above-average valuations. While our team underestimated inflation and the resulting hit to valuations last year, there were some wins.

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Marketing Marketing Valuation Asset Allocation 52

James Hendries

AUGUST 15, 2022

economy is in or about to enter recession, so we thought a piece on what a recession might mean for the stock market would be of interest. economy is not currently in recession, odds are still perhaps a coin flip or better that one may come in the next year. While Friday’s strong jobs report provides more evidence that the U.S.

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Marketing Marketing Economy Valuation 52

James Hendries

SEPTEMBER 13, 2022

The key to getting the market back into balance is a bigger labor force, and the economy is starting to experience a larger labor force as individuals come off the sidelines and rejoin the job market. The global economy is complex, and a simplification of reality always introduces distortions, so perhaps we should zoom out a bit.

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Bell Investment Advisors

MAY 24, 2024

On Friday, May 24 th at 12pm Pacific time, Investment Advisor & Financial Planner Laurent Harrison, CFP® joined Bell Portfolio Manager Ryan Kelley, CFA® for an engaging discussion of the following topics: Stock & Bond Market Commentary Global Economic Update Inflation Concerns & the Federal Reserve Are Stocks Expensive?

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Marketing Marketing Economy Financial Planner 52

The Big Picture

FEBRUARY 6, 2024

And speaking of the.com implosion, like Microsoft via a case study where we, in previous strategies, we held Microsoft for a very long time, that’s where the valuation could help us in the.com bus. 00:25:03 [Speaker Changed] Another research piece you put out, I found kind of intriguing quality investing for greed and fear.

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Cornerstone Financial Advisory

SEPTEMBER 6, 2022

The overhang of Fed Chair Powell’s Jackson Hole speech the previous week carried over into last week as investors recalibrated stock valuations amid a seemingly more assertive monetary policy stance. Employers added 315,000 jobs in August, maintaining the labor market’s remarkable resiliency amid a contracting economy. in August and 5.2%

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Marketing Marketing Taxes Economics 59

James Hendries

OCTOBER 25, 2022

economy enters a recession, the causes and potential outcome will be hotly debated. Diffusion describes an economy that has experienced a contraction in a wide range of sectors, such as trade, business activity, and consumer spending. If the U.S. At LPL Research, our starting point is always looking at history. Technical Definition.

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Marketing Marketing Economics Economy 52

Trade Brains

FEBRUARY 20, 2024

Reading these articles helps us build our personal views on Companies, the economy, and policies of the country. With a journey of over 37+ years, the Magazine has been transformed into a smart investment guide helping investors across all generations. In India, the 2-year digital version costs Rs. 999 for digital edition & Rs.

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Marketing Marketing Startup Education 59

James Hendries

NOVEMBER 1, 2022

With a series of important economic indicators suggesting the economy is declining and inflation is finally decelerating, albeit very slowly, markets are beginning to factor in that the Fed may soon transition to a less aggressive stance in early 2023. The Economy Slows But Inflation Follows Too Slowly. economy grew at a 2.6%

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Marketing Marketing Manufacturing Economy 52

James Hendries

JULY 3, 2023

economy remains on solid footing, and expectations the Fed is close to completing its rate hiking campaign, bankers are hopeful they can begin taking a growing pipeline of companies public. economy and corporate America have has been impressive. It is also a major component used to calculate the price-to-earnings valuation ratio.

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James Hendries

OCTOBER 18, 2022

economy in mid-March, 62% of S&P 500 companies beat estimates, and aggregate earnings were within one percentage point of expectations. economy, as measured by gross domestic product, so the ISM index tends to have some predictive power when it comes to earnings. The S&P 500 is more manufacturing-heavy than the U.S.

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Marketing Marketing Valuation Economics 52

James Hendries

JANUARY 26, 2023

Topic 1: Economy Bull case: Consumer is resilient, the labor market is strong, wages are rising, and inflation is coming down steadily. Background: The global economy will likely slow from the upper-2% range in 2022 down to slightly above zero in 2023 ( Figure 1 ). Call us cautious bulls. Our take: The U.S.

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Marketing Marketing Economy Economics 52

Cornerstone Financial Advisory

MAY 22, 2023

Here’s How It May Affect Your Taxes Taxpayers who work in the gig economy may benefit from having a better understanding of how their work affects their taxes. People involved in the gig economy earn income as freelancers, independent workers, or employees. a Registered Investment Advisor.

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Marketing Marketing Taxes Economics 59

James Hendries

JUNE 20, 2023

As the economy is likely downshifting, investors should take heed that the Federal Reserve’s (Fed) current stance is eerily similar to early 2007. During that time, the Fed held a tightening bias since they believed the housing market was stabilizing, the economy would continue to expand, and inflation risks remained.

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Marketing Marketing Economy Communication 52

James Hendries

NOVEMBER 3, 2022

Still, as we survey what are better equity valuations, long-awaited income opportunities in the bond market, and a likely less-antagonistic Fed in 2023, there may be emerging reasons to believe that the next year may be more constructive than the last. All index data from FactSet.

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Clients Asset Allocation Investment Advisor Economics 52

James Hendries

OCTOBER 4, 2022

Given the country’s weak economy, due in large part to stringent zero-COVID-19 measures that have led to strict and prolonged lockdowns, coupled with a debt-laden property market, authorities in Beijing and throughout the Chinese provinces will need to focus on reviving the country’s economic underpinning. At the same time, U.S.

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Marketing Marketing Economy Economics 52

James Hendries

JUNE 26, 2023

Investment Outlook Stocks have had a strong rally over the past eight months to establish a new bull market. With the broad market overbought in the short-term from a technical analysis perspective and valuations elevated, stocks may be due for a pause. economy and corporate America has been impressive.

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Cornerstone Financial Advisory

JANUARY 22, 2024

The week was full of economic news that suggested continued resilience in the economy, which may add complexity to the Fed’s next decision. FMG is not affiliated with the named representative, financial professional, Registered Investment Advisor, Broker-Dealer, nor state- or SEC-registered investment advisory firm.

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Marketing Marketing Economics Taxes 64

James Hendries

OCTOBER 11, 2022

If an economy needs to see inflation easing, it makes little sense to stimulate the economy through tax cuts while tightening monetary policy by raising interest rates. Powell has repeated, in what has become his mantra, that without price stability we cannot have a strong economy or a strong labor market.

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Cornerstone Financial Advisory

JANUARY 17, 2023

Sustained declines in inflation, a rate hike cycle nearing an end, and a resilient economy that may avoid recession resulted in a broad-based rally. FMG is not affiliated with the named representative, financial professional, Registered Investment Advisor, Broker-Dealer, nor state- or SEC-registered investment advisory firm.

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Marketing Marketing Taxes Economics 59

James Hendries

AUGUST 30, 2022

The numerous challenges last quarter included a slowing economy, intensifying inflation pressures, ongoing global supply chain disruptions, and a surging U.S. It is also a major component used to calculate the price-to-earnings valuation ratio. All index data from FactSet. This research material has been prepared by LPL Financial LLC.

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James Hendries

AUGUST 15, 2022

We think the move lower in yields may be a bit premature as we expect the economy to stay out of a recession this year. It is also a major component used to calculate the price-toearnings valuation ratio. 10-year Treasury yields have fallen by close to 80 basis points since the recent decade high of 3.5% We could see a retest of 3.5%

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Cornerstone Financial Advisory

AUGUST 5, 2024

Friday morning’s disappointing June jobs report raised even more concerns about the economy’s strength. However, as the week progressed, investors started questioning whether the Fed was misreading the economy and moving too slowly in adjusting interest rates. a Registered Investment Advisor.

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