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The Economy vs. Interest Rates

Bell Investment Advisors

labor market. Comparing present day data with data from 2000 through 2019, we clearly see strength in the present. 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?

Economy 52
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Happy Holidays

Bell Investment Advisors

Not to be left out, the bond market rose by 9% from its October low. Why did financial markets deliver such favorable results in December? Financial markets brought especially nice gifts to the owners of U.S. As measured by the Russell 2000 index, small cap stocks climbed 24% since their late October lows!

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Charting the Path Ahead: Mid-Year Market Recap and Inflation Outlook

Bell Investment Advisors

Slide 1: Charting the Path Ahead: Mid-Year Market Recap and Inflation Outlook 0:00 Laurent Harrison: Welcome to today’s webinar, Charting the Path Ahead: Mid-Year Market Recap and Inflation Outlook. My name is Laurent Harrison, Senior Investment Advisor and Financial Planner. economy today?

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Making More From Less

Brown Advisory

By ensuring the investment policy statement aligns with current market conditions, we can help nonprofits determine the return necessary to provide for planned spending or a build-up in reserves, while keeping pace with inflation and accounting for a spectrum of possible bull- or bear-case scenarios. and Germany—have fueled volatility.

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Government Debt and Stock Returns

ClearMoney

But, while government spending may provide a short-term stimulatory effect on the economy, the prospect of higher future taxes and long-run impacts on spending and investment introduces many channels through which spending and debt levels might affect expected stock returns. Market-RF only), MSCI Greece Index (gross div.),

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Is $22 Trillion a Tipping Point?

ClearMoney

But, while government spending may provide a short-term stimulatory effect on the economy, the prospect of higher future taxes and long-run impacts on spending and investment introduces many channels through which spending and debt levels might affect expected stock returns. Market-RF only), MSCI Greece Index (gross div.),

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Transcript: Dave Nadig

The Big Picture

So for a while, I ran Wells Fargo’s 401(k) business because they had acquired that as part of Wells Fargo Nikko Investment Advisors. NADIG: So the reason is because, you know, when we look at how the corporate economy works, there are investments that you have to make. Really trying to focus on that.