Advisor Perspectives

APRIL 19, 2024

Manufacturing activity continued to decline in New York State, according to the Empire State Manufacturing April survey. The diffusion index for General Business Conditions fell to -14.3 from -20.9 The latest reading was worse than the forecast of -5.2.

Manufacturing 105

Manufacturing 105

Advisor Perspectives

MAY 1, 2024

The Institute for Supply Management (ISM) manufacturing purchasing managers index (PMI) fell to 49.2 in April from 50.3 The latest figures draws the index back into contraction territory after expanding for one month. The April reading was below the forecast of 50.0.

Manufacturing 111

Manufacturing Management 111

Advisor Perspectives

AUGUST 15, 2024

The latest Philadelphia Fed manufacturing index fell into negative territory for the first time since January as manufacturing activity softened overall. In August, the index dropped to -7.0 in July, coming in below the forecast of 5.4. The six-month outlook decreased to 15.4.

Manufacturing 98

Manufacturing 98

Advisor Perspectives

AUGUST 22, 2024

The latest Kansas City Fed Manufacturing Survey composite index did not decline as much in August following a sharper decline last month. The composite index came in at -3, up from -13 in July. Meanwhile, the future outlook increased to 8.

Manufacturing 105

Manufacturing 105

Advisor Perspectives

JUNE 3, 2024

The Institute for Supply Management (ISM) manufacturing purchasing managers index (PMI) fell to 48.7 in May from 49.2 The latest figures keeps the index in contraction territory for a second straight month. The index has now contracted for 18 of the past 19 months. The May reading was below the forecast of 49.8.

Manufacturing 111

Manufacturing Management 111

Abnormal Returns

SEPTEMBER 5, 2024

sportico.com) Manufacturing The U.S. noahpinion.blog) How the manufacturing construction boom is playing out across the country. (frontofficesports.com) How the WWE has doubled earnings over the past five years. johnwallstreet.com) Can new, high profile events bring track into the sports consciousness?

Financial Advising 275

Financial Advising Manufacturing Marketing Marketing 275

Abnormal Returns

APRIL 24, 2024

apolloacademy.com) China has a glut of traditional auto manufacturing plants. bloomberg.com) Economy The housing and manufacturing sectors are both range-bound. (nytimes.com) China China residential real estate transactions are down dramatically. nytimes.com) China isn't afraid of wind power.

Financial Advising 276

Financial Advising Manufacturing Media Retail 276

Trade Brains

NOVEMBER 4, 2024

Some of the top manufacturers in this sector are driving advancements in chemotherapy, immunotherapy, and targeted therapies. Beta Drugs Beta Drugs is a leading manufacturer of oncology drugs and part of the Adley Group. Its manufacturing plants are in Solan, Himachal Pradesh, and Derabassi, Punjab.

Manufacturing 98

Manufacturing Pharmaceutical Planning Healthcare 98

Advisor Perspectives

AUGUST 1, 2024

The July S&P Global US Manufacturing PMI™ fell to 49.6 in July from 51.6 in June, indicating a slight deterioration in business conditions. The latest reading was just above the forecasted reading of 49.5 but is the index's lowest level of the year.

Manufacturing 98

Manufacturing 98

Abnormal Returns

SEPTEMBER 5, 2024

bloomberg.com) Business John Kay, "Apple is the epitome of the “hollow corporation”; it is less a manufacturer than a coordinator of activities mostly undertaken by others." (unchartedterritories.tomaspueyo.com) Filipino call centers are already dealing with the impact of AI.

Startup 278

Startup Manufacturing Economy Economics 278

Abnormal Returns

AUGUST 19, 2024

crr.bc.edu) How much has manufacturing slowed? (wapo.st) Hungary's subsidies have not meaningfully boosted birth rates. on.ft.com) Kiwis are emigrating, largely to Australia. marginalrevolution.com) Economy Prices don't decline, but wages can increase. econbrowser.com) Why Jay Powell needs to say in Jackson Hole.

Financial Advising 299

Financial Advising Startup Manufacturing Media 299

Abnormal Returns

MAY 29, 2024

scheplick.com) Economy The consumer and manufacturing economies are diverging. (tomtunguz.com) Why more search is going to be done by generative AI. thediff.co) Companies ConocoPhillips ($COP) is buying Marathon Oil ($MRO). wsj.com) The energy drink segment is booming. bonddad.blogspot.com) Just how tight is the Fed?

Financial Advising 293

Financial Advising Manufacturing Economy Media 293

Mish Talk

DECEMBER 2, 2022

Manufacturing jobs are still strong, at least as reported. Average weekly hours of manufacturers fell 0.2 I expected that decline in manufacturing hours and expect still more coming up. If you are not in the labor force, you are not unemployed. Change in Nonfarm Payrolls. BLS Month-Over-Month Chart. hour to 34.4 hour to 40.2

Retirement 327

Retirement Manufacturing Numbers Economics 327

Mish Talk

DECEMBER 7, 2022

For example, weapons manufacturers would have to quantify and disclose the amount of CO2 generated from their own facilities; manufacturers that produce steel, computer chips and motors used in their weapons; propellants and fuel; and even munition storage areas. The rule would cover 5,766 contractors that have received at least $7.5

Nonprofit 287

Nonprofit Pharmaceutical Budgeting Manufacturing 287

Abnormal Returns

MAY 13, 2024

wsj.com) Economy Manufacturing is expanding, just not in places it used to dominate. (awealthofcommonsense.com) How do trends in educational attainment affect the unemployment rate? calculatedriskblog.com) Global birth rates are falling faster than anyone really thought possible. econbrowser.com) The U.S. dollar is not crazy overvalued.

Financial Advising 289

Financial Advising Education Manufacturing Media 289

Abnormal Returns

APRIL 8, 2024

bonddad.blogspot.com) Where the manufacturing economy stands. (on.ft.com) European companies are coming around to stock buybacks. marketwatch.com) How India could help drive global economic growth. bloomberg.com) Economy The employment economy is humming along. econbrowser.com) Earlier on Abnormal Returns Adviser links: elder finances.

Financial Advising 279

Financial Advising Economy Manufacturing Media 279

Abnormal Returns

AUGUST 22, 2024

thecooldown.com) Economy The manufacturing sector is weakening. (institutionalinvestor.com) EVs Police departments are increasingly adopting EVs. theatlantic.com) South Pasadena has replaced all their ICE vehicles with EVs. econbrowser.com) A lot of the newly unemployed were not previously working.

Financial Advising 275

Financial Advising Media Manufacturing Economy 275

Nerd's Eye View

JULY 18, 2022

Insurance companies and broker-dealers in the business of manufacturing products and hiring advisors to sell them often dominate career fairs and job boards, frequently drawing in graduates of CFP Board-approved education programs.

CFP 246

CFP Recruitment Sales Certification 246

Abnormal Returns

SEPTEMBER 23, 2024

bloomberg.com) The services economy is far outpacing manufacturing. (techcrunch.com) Economy Inflation stung, but wages are now outpacing price growth. optimisticallie.com) Don't expect much lower mortgage rates absent a recession. sherwood.news) The apartment building boom is coming to an end.

Financial Advising 288

Financial Advising Engineering Manufacturing Economy 288

The Big Picture

APRIL 9, 2024

The State Coincident Indicators are composed of four state-level variables: 1) Nonfarm payroll employment; 2) Average hours worked in manufacturing by production workers; 3) Unemployment rate; and 4) Wage and salary disbursements deflated by the consumer price index. The post What Recession?

Banking 306

Banking Manufacturing Economy 306

The Big Picture

SEPTEMBER 9, 2022

Only 1,170 coupes were manufactured over six years of production (just 125 Ghibli Spyders were made). Dual air vents in its hood, chrome fender vent spears, and what looks like the longest bonnet ever made created a unique design for this Maserati V8 grand tourer.

Manufacturing 299

Manufacturing Numbers Sales 299

Abnormal Returns

OCTOBER 9, 2024

frontofficesports.com) Economy Manufacturing jobs are back above pre-pandemic levels. (vox.com) Sports The future of pro football is domed stadiums. bloomberg.com) Finding your game on TV keeps getting harder. frontofficesports.com) The NHL has landed in Utah. eig.org) Companies aren't laying people off, but they also are not hiring.

Recruitment 271

Recruitment Financial Advising Food Manufacturing 271

Abnormal Returns

SEPTEMBER 9, 2024

optimisticallie.com) Manufacturing is a laggard in this economy. (mrzepczynski.blogspot.com) Don't be surprised if Americans start tapping their home equity. bloomberg.com) Economy The economy is on hold as everyone tries to figure it out. bonddad.blogspot.com) Consumer inflation is pretty well anchored.

Economy 279

Economy Financial Advising Media Manufacturing 279

The Big Picture

JANUARY 2, 2024

The post State Coincident Indicators Slipping appeared first on The Big Picture.

Banking 331

Banking Manufacturing Marketing Marketing 331

Abnormal Returns

SEPTEMBER 20, 2024

bonddad.blogspot.com) How worried should we be about manufacturing? (axios.com) Economy What rate cuts mean for the economy. awealthofcommonsense.com) The stock market doesn't see a recession on the horizon. econbrowser.com) Earlier on Abnormal Returns Podcast links: changing the future.

Financial Advising 276

Financial Advising Startup Manufacturing Economy 276

Abnormal Returns

OCTOBER 2, 2024

disciplinefunds.com) Why you don't want manufacturing and construction to turn down simultaneously. (nytimes.com) Do Canadian startups have an ambition problem? bnnbloomberg.ca) Economy Don't dismiss the effect of inflation on a big portion of the populace. abnormalreturns.com) What you missed in our Tuesday linkfest.

Financial Advising 279

Financial Advising Startup Manufacturing Media 279

Mish Talk

DECEMBER 1, 2022

A Big Trucking Red Flag Composite PMI Manufacturing Has Peaked This Cycle. ISM data provides strong evidence that Manufacturing Has Peaked This Cycle The only major component of the Manufacturing PMI ® not in contraction is production. One way or another and perhaps both, there is huge problem somewhere.

Manufacturing 208

Manufacturing Retail Economy Economics 208

The Big Picture

SEPTEMBER 2, 2022

You can see why the NBER does not rely on GDP (pink line) alone; GDP was slightly negative, while Manufacturing and Trade Sales were more negative. Rather than spill more pixels on this, I will instead direct you to the Menzie Chin chart above (hat tip Invictus ).

Manufacturing 324

Manufacturing Economy Economics Sales 324

Abnormal Returns

MAY 1, 2024

marginalrevolution.com) Economy The manufacturing sector was treading water in April. (finance.yahoo.com) Global Consumer inflation is coming down in the UK. ft.com) Why China keeps making more cars than it needs. wsj.com) How at-risk is Japan to financial instability? bonddad.blogspot.com) Take Fed policy leaks with a big grain of salt.

Marketing 279

Marketing Marketing Financial Advising Economy 279

Abnormal Returns

JUNE 27, 2024

sherwood.news) Can India continue to take share in manufacturing from China? (bloomberg.com) A24 just raised a new round of capital. hollywoodreporter.com) Global Shipping rates on the rise again. nytimes.com) Why Gulf States are building data centers in the desert. sherwood.news) Russia is engaging in tactics that involve high casualties.

Financial Advising 278

Financial Advising Startup Valuation Manufacturing 278

Abnormal Returns

APRIL 9, 2024

cnbc.com) Global Japan is trying to rebuild its chip manufacturing sector. (coindesk.com) Finance Financial institutions are increasingly relying on the public cloud operators. ft.com) Why Goldman Sachs ($GS) wants to help clients launch ETFs. nytimes.com) Russia is illegally holding Ukrainians in Crimea.

Financial Advising 265

Financial Advising Manufacturing Economy Media 265

Abnormal Returns

SEPTEMBER 4, 2024

capitalallocators.com) Semiconductors There is no aspect of which Intel ($INTC) is a leader in chip manufacturing. (axios.com) It seems like PE always wins, no matter what. sherwood.news) A defense of private equity. stratechery.com) The origin story of Taiwan Semi ($TSM). news.harvard.edu) People on semaglitude fared better with Covid.

Financial Advising 263

Financial Advising Manufacturing Media Economy 263

Abnormal Returns

NOVEMBER 10, 2023

blogs.cfainstitute.org) Energy Solar panel manufacturing is finally on the rise in the U.S. (awealthofcommonsense.com) There's still no sign of a turn in the trend favoring U.S. vs. international equities. allstarcharts.com) The case for bonds. nytimes.com) Why the cancellation of the NuScale, small modular reactor, project is such a bummer.

Financial Advising 279

Financial Advising Manufacturing Media Portfolio 279

Abnormal Returns

FEBRUARY 22, 2024

investmenttalk.co) AI Intel ($INTC) is set to manufacture AI chips for Microsoft ($MSFT). (nytimes.com) The Apple ($AAPL) Vision Pro is "a great piece of technology. It's not yet a great product." spyglass.org) Is Chipotle ($CMG) pushing too hard on margins? arstechnica.com) We really don't want AI to train on its own output.

Financial Advising 271

Financial Advising Economy Manufacturing Media 271

Abnormal Returns

JULY 19, 2024

manufacturing economy that are booming. (neilpaine.substack.com) Sports gambling companies routinely ban bettors who win too much. wsj.com) Economics Q2 GDP is tracking around 2%. calculatedriskblog.com) Is it even possible to weaken the U.S. ft.com) Three sectors in the U.S.

Financial Advising 263

Financial Advising Media Economics Manufacturing 263

Abnormal Returns

APRIL 1, 2024

ft.com) Some positive news on the manufacturing front. (rollcall.com) China has successfully repressed Hong Kong's pro-democracy movement. nytimes.com) Economy Economists are struggling with post-pandemic labor data. bonddad.blogspot.com) Earlier on Abnormal Returns Adviser links: getting really clear.

Assets 262

Assets Financial Advising Wealth Management Engineering 262

Abnormal Returns

SEPTEMBER 12, 2024

calculatedriskblog.com) New manufacturing facilities attract additional investment. (wsj.com) Economy Hiring has slowed. nytimes.com) 25 or 50? Probably 25. disciplinefunds.com) Weekly initial unemployment claims remain quiescent. wsj.com) Earlier on Abnormal Returns Longform links: dealing with trolls.

Financial Advising 279

Financial Advising Startup Manufacturing Media 279