Nationwide Financial

MAY 4, 2023

Tighter monetary policy has helped bring inflation down somewhat from its peak last June, with the expected consequence of slowing economic growth as seen in the Q1 GDP report. Nationwide Economics expects the Fed’s recent quarter-point hike to be the last tightening move for the current cycle.

Economics 75

Economics Banking Retirement Financial Market 75

Calculated Risk

JANUARY 10, 2024

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2024. Here are the Ten Economic Questions for 2024 and a few predictions: • Question #2 for 2024: How much will job growth slow in 2024? I'm adding some thoughts, and maybe some predictions for each question. million jobs in 2023. million to 1.5

Economy 114

Economy Manufacturing Economics Sales 114

Mish Talk

DECEMBER 7, 2022

The two main exceptions are 2001 and 2020 where IP was in a long slowdown before recession hit. In 1990 IP peaked one month after recession started and in 1980 IP peaked at the start of the recession. Twice the lead time was a month and twice it was two months. Currently, IP hit a peak in September and manufacturing in October.

Manufacturing 130

Manufacturing Numbers Economics 130

Nationwide Financial

JANUARY 23, 2023

The tone of economic data has shifted, with releases increasingly disappointing relative to expectations. The Citigroup Economic Surprise Index has fallen to -19 after being above neutral since September, though the European ESI is at the best level since mid-2021. Sales rose 6% from a year ago, which lagged the pace of inflation.

Marketing 105

Marketing Marketing Economics Economy 105

Calculated Risk

DECEMBER 28, 2022

"Falling home sales and construction have hurt broader economic activity." An index of 100 is equal to the level of contract activity in 2001. The Pending Home Sales Index (PHSI)* — a forward-looking indicator of home sales based on contract signings — fell 4.0% in November. Year-over-year, pending transactions dropped by 37.8%.

Sales 70

Sales Economics Numbers 70

Nationwide Financial

SEPTEMBER 19, 2022

Beyond the economic and earnings slowdown, investors also face several technical factors that will impact near-term returns. Share repurchases enter a blackout period, impacting demand for shares at a time when fund managers are holding their largest cash levels since 2001. growth in the quarter versus 1.3% headwind, per Strategas.

Marketing 52

Marketing Marketing Economics Banking 52

Calculated Risk

OCTOBER 26, 2022

percent, the highest rate since 2001. Added Kan, “MBA’s forecast expects both economic and housing market weakness in 2023 to drive a 3 percent decline in purchase originations, while refinance volume is anticipated to decline by 24 percent. Mortgage rates increased for the 10th consecutive week, with the 30-year fixed rate reaching 7.16

Economics 81

Economics Marketing Marketing 81

Calculated Risk

JANUARY 12, 2023

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2023. Here are the Ten Economic Questions for 2023 and a few predictions: • Question #2 for 2023: How much will job growth slow in 2023? I'm adding some thoughts, and maybe some predictions for each question. 2) Employment: The economy added 4.5

Economy 91

Economy Economics Sales Numbers 91

Validea

AUGUST 5, 2022

With the Fed swiftly raising rates and the slowing of economic growth, small-cap stocks have gotten pummeled. That’s positive news for small-caps, especially as the pattern of underperforming before a recession and outperforming as a recession wanes is one that small-caps have followed in 1990, 2001, 2008, and 2020.

Valuation 59

Valuation Manufacturing Economics Portfolio 59

The Big Picture

MARCH 13, 2024

If the Fed starts cutting rates, like it did in 2020, or like it did in 2008, or like it did even in 2001, and it’s a panic. “ And, and because it is projecting a recession, which means less economic activity, lower earnings, it’s usually a difficult period for risk markets like the stock market or real estate prices and the like.

Numbers 277

Numbers Insurance Economy Marketing 277

Nationwide Financial

MAY 8, 2023

The FOMC voted to raise the Fed Funds target rate by 0.25% to 5.25%, matching the highest level since 2001 and the most rapid tightening path since 1980. Job openings fell below 10 million for the first time in two years at 9.6 million, though it remains well above the 5.6 million unemployed persons. labor market remained tight.

Marketing 52

Marketing Marketing Banking Economics 52

Nationwide Financial

OCTOBER 17, 2022

This, along with fund manager cash being at the highest since 2001, drove the sharp recovery, and reflect the potential for upside to expectations. Economic data include industrial production on Tuesday, housing starts and the Fed’s Beige Book on Wednesday, and existing home sales and leading indicators on Thursday. next year and 4.1%

Marketing 52

Marketing Marketing Retail Banking 52

Dear Mr. Market

OCTOBER 11, 2022

The Permanent Portfolio is a seemingly basic portfolio allocation strategy created by investment advisor Harry Browne in the 1980’s and outlined in his book Fail-Safe Investing back in 2001. 25% Cash (economic recession). 25% Long-Term Bonds (deflation). 25% Gold (inflation).

Portfolio 59

Portfolio Assets Economics Marketing 59

Mauldin Economics

JUNE 9, 2021

Peter, who is the author of The Boock Report , in which he flash-analyzes the latest economic data in handy bite-size multiple emails per day, makes an important distinction between goods inflation and services inflation. And for the last year or so, he’s felt an inflationary heartbeat. How do we explain this discrepancy?

Transportation 52

Transportation Food Electronics Healthcare 52

Nationwide Financial

OCTOBER 24, 2022

Institutional investors remain at historic levels of defensiveness, with cash levels (6.3%) at the highest level since 2001, and the underweight to equities is at three standard deviations per Bank of America data. The most crowded trades are long the U.S. dollar, short E.U. equities, and long ESG assets. What to Watch.

Marketing 52

Marketing Marketing Manufacturing Financial Market 52

Carson Wealth

MARCH 11, 2024

to 80.7%, which is higher than at any point between July 2001 and February 2020. That’s a solid foundation for additional economic gains that ultimately could push stock prices higher. It’s a more straightforward measure, which indicates how many people in their prime working years are employed relative to the population.

Marketing 97

Marketing Marketing Economy Retirement 97

The Big Picture

JANUARY 31, 2024

As it turns out, there are ways investors can tell if an economic contraction is really coming. Claudia Sahm : A recession is a broad-based contraction in economic activity. 2001, the bursting of the dot com bubble. Where did the 2001 recession show up in the data? There still has been no recession. That was very bad.

Economy 286

Economy Economics Consulting Marketing 286

Trade Brains

SEPTEMBER 17, 2023

Techknowgreen Solutions IPO Review: About the Company Techknowgreen Solutions Limited was incorporated in 2001, it is an environment consulting firm that provides environment consulting services. In this article, we will look at Techknowgreen Solutions IPO Review, analyze its strengths and weaknesses and see what unfolds.

Consulting 59

Consulting Compliance Government Healthcare 59

Carson Wealth

APRIL 10, 2023

Stocks were relatively flat last week in the face of weak economic data. Still, in the face of slowing economic reports, we were impressed stocks were able to hold onto some gains. The measure rose to 80.7%, which is the highest level since 2001 and a sign that this is a strong labor market.

Marketing 52

Marketing Marketing Economy Banking 52

Carson Wealth

AUGUST 7, 2023

Some may view the lower-than-expected jobs numbers as heralding a recession, but more likely they are signs of economic normalization not weakness. That is higher than at any point since May 2001 when it was falling. That is the simplest measure of underlying economic growth and provides a positive signal.

Marketing 52

Marketing Marketing Economy Government 52

Trade Brains

NOVEMBER 7, 2023

According to the reports of the IMF( International Monetary Fund), global economic growth may fall from 3.4% Later on, it expanded itself into the options segment a year later in 2001. In recent years, with the growing digitization and awareness of financial planning, stock markets are attracting more people towards it.

Financial Market 59

Financial Market Marketing Marketing Banking 59

Trade Brains

APRIL 24, 2023

Many factors like economic needs, technological advancement, and beneficial decisions taken by the government are helping to boost this industry. About 173 stocks have given over 10 times the returns between January 2001 and December 2019. In 2001 its price was 0.50 Which industry will boom in the future in India?

Manufacturing 98

Manufacturing Food Pharmaceutical Investing 98

Getting Your Financial Ducks In A Row

MAY 22, 2023

Qualified Reservist – If you were called to duty after September 11, 2001 and served for at least 6 months, you are allowed to make a withdrawal from your IRA during your active duty period without penalty. And lastly, here are a few additional ways that you can withdraw your IRA funds without penalty: 14.

Distribution 100

Distribution Medical Accounting Taxes 100

Brown Advisory

NOVEMBER 1, 2023

Further, estate taxes in many states have been outright eliminated in the 21st century; before 2001, all 50 states had an estate tax, but today, there are only 12 (plus an additional six with various forms of inheritance taxes). But that “spread” has narrowed in a meaningful way. million for an individual, and $25.84

Accounting 52

Accounting Taxes Assets Valuation 52

Carson Wealth

APRIL 8, 2024

The measure is at 80.7%, exactly where it was a year ago and higher than at any point between July 2001 and February 2020. The good news is there’s nothing in the economic data that suggests we’re on the verge of a labor-market-induced inflation surge. But does a strong labor market raise inflation concerns?

Marketing 96

Marketing Marketing Valuation Economy 96

Mr. Money Mustache

SEPTEMBER 4, 2023

The one thing all sides seem to agree on is that we are “experiencing hard economic times” and that “the country is headed in the wrong way”. I remember paying $600 for a fancy-at-the-time undermount sink and $400 for a faucet for my first kitchen remodel in the year 2001. All hail the true world currency of Bitcoin !!!

Economy 118

Economy Banking Budgeting Investing 118

Abnormal Returns

AUGUST 17, 2023

Rates Mortgage rates are at levels not seen since 2001. morningstar.com) Economy Any single economic data point is filled with noise. axios.com) Global government bond yields are at 15-year highs. finance.yahoo.com) Markets Valuations don't matter in the short term. theirrelevantinvestor.com) Forecasting is hard, the GMO edition.

Financial Advising 219

Financial Advising Valuation Manufacturing Media 219

Trade Brains

APRIL 17, 2023

He was able to turn the company around, but the company eventually collapsed during an economic slowdown. He was made director and tasked with leading National Radio and Electronics (NELCO). In 1977, he was tasked to turn around another troubled company, the Mumbai-based Empress Mills.

Retirement 98

Retirement Engineering Manufacturing Ethics 98

Carson Wealth

JANUARY 22, 2024

Waller noted that in the past the Fed had lowered rates reactively, quickly, and by large amounts, but that was after shocks to the economy threatened recession (like in 2000-2001 and 2007-2008). However, this time he sees no reason to “move as quickly” or “cut as rapidly” as in the past.

Marketing 97

Marketing Marketing Economy Portfolio 97

Mr. Money Mustache

MAY 20, 2022

Which has in turn triggered the more skittish stock investors to run for the exits and completely change their view of our economic future, flooding the financial news with red ink and scary headlines. Now that we’ve covered the background, we can get into some better news: This is all a normal, healthy part of the economic cycle.

Marketing 57

Marketing Marketing Retirement Investing 57

The Big Picture

JANUARY 8, 2024

Besides 2022, recent examples include 2018, 2000, and 2002 (the recession was in 2001). 550bps increases in the Federal Funds rate from March 2022 through July 2023 – and its long and variable lags – continues to exert a drag on the economy, which could lead to further economic contraction.

Economy 325

Economy Banking Engineering Marketing 325

Brown Advisory

JANUARY 19, 2023

Since 1995, there are four rather distinct periods during which forward earnings estimates for the S&P 500 Index declined, tied to a specific event and/or economic downturn. Further, stock markets tend historically to move in advance of changes in economic activity or earnings trajectory, not in response to those changes.

Clients 98

Clients Economy Economics Investing 98

Dear Mr. Market

MARCH 17, 2024

We still like Energy this year and that is especially so with it being one of the most beaten down economic sectors from 2023. From 1980 to 2001 gold decreased -67% while inflation rose +126%. 5 seed Targa Resources ( TRGP ) knocks out #11 Charter Communications ( CHTR ).

Investing 105

Investing Investments Portfolio Assets 105

Calculated Risk

JANUARY 10, 2024

Earlier I posted some questions on my blog for this year: Ten Economic Questions for 2024. 1) Economic growth: Economic growth was probably close to 2.6% The "Art of the Soft Landing" requires that the Fed reduce rates quick enough to keep economic growth positive, and slow enough not to reignite inflation.

Economy 75

Economy Sales Economics Investing 75

Walkner Condon Financial Advisors

JANUARY 26, 2024

As we are now a decade and a half removed from that economic meltdown, I feel that a bit of reflection is in order. Did that period of time, albeit historic in many ways, usher in an actual “new normal” or was it simply an atypical period within an otherwise normal 50-year economic period.

Marketing 74

Marketing Marketing Financial Advisor Economics 74

Carson Wealth

JUNE 12, 2023

Carson’s leading economic index indicates the economy is not in a recession. Our Leading Economic Index (LEI) Says the Economy is Not in a Recession We have long believed the economy can avoid a recession this year, as we wrote in our 2023 outlook. It declined ahead of the actual start of the 2001 and 2008 recessions.

Marketing 52

Marketing Marketing Economy Manufacturing 52

James Hendries

JUNE 20, 2023

That’s not suggesting another 2008 is coming, but rather highlights how fast the economic environment can change. Along with the statement, the Committee updated the Summary of Economic Projections (SEP), which is arguably more important than the brief monetary policy statement.

Marketing 52

Marketing Marketing Economy Asset Allocation 52