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Market Commentary: Good News Is Good News

Carson Wealth

Strong economic growth and better data should be viewed positively, as it shows the economy isn’t falling into a recession. The economy ran above trend last year, despite high interest rates. Economy: This Time Was Different, and That’s a Big Deal The U.S. economy grew 5.8% And that is what is happening now.

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Market Commentary: S&P 500 Tops 5,000. What’s Next?

Carson Wealth

But now we have a healthy economy, well-contained inflation, a Federal Reserve set to cut rates, improving productivity, record earnings, and stocks at all-time highs. As we wrote in our 2024 Outlook, “Seeing Eye to Eye” ( download here ), productivity growth is a game-changer for the economy. equities in particular.

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Market Commentary: Fundamentals May Be Aligned for Solid Stock Gains in 2024

Carson Wealth

ECONOMY The economy saw blockbuster productivity growth in the third quarter. ECONOMY: PRODUCTIVITY GROWTH COULD BE A GAME CHANGER Lost in all the consternation over a weak payroll report this month was robust productivity data, which was released earlier. But this was not because the productive capacity of the economy expanded.

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Market Commentary: Fed, Earnings, Job Gains Support a Young Bull Market

Carson Wealth

This Bull Market Is Still Young As we’ve been saying for close to 18 months, we think we are in a new bull market and the economy will avoid a recession over the coming year. The April jobs number showed a healthy job market while easing concerns that the economy is overheating. annual pace between 2005 and 2019.

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Market Commentary: January Gains, Jobs Report Both Bullish for Markets

Carson Wealth

The economy created 353,000 jobs in January, surprising to the upside. Job gains continue to support income growth, which in turn supports consumer spending and the overall economy. For a broad view of our expectations for the economy, stocks, and bonds in 2024, download our 2024 Market Outlook.

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Transcript: Kathleen McCarthy

The Big Picture

RITHOLTZ: Are we going to get a red flag from a compliance, or is that an official statement we could use? MCCARTHY: And that’s because real estate in strong economies can generate a basically very strong alpha in weaker times or in an inflationary environment we’re in right now. RITHOLTZ: 16 percent annually, net of fee?

Assets 152
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Transcript: Howard Lindzon

The Big Picture

RITHOLTZ: 2004, 2005. RITHOLTZ: 2005. ” If I, if the president ever, this is like a blog post I wrote when the President tweets about the economy, the market will move. Um, case anybody that says anything, non-compliant, compliance tracks that also the watch list is just sort of fun. LINDZON: Yes. RITHOLTZ: Right.

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