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% How much will the economy grow in 2024? An exception for this data series was the mid '60s when the Vietnam buildup kept the economy out of recession.

Economy 200

Economy Sales Economics Investing 200

Calculated Risk

DECEMBER 20, 2023

At the end of each year, I post Ten Economic Questions for the following year (2023). As an example, when the pandemic hit, I switched from being mostly positive on the economy to calling a recession in early March 2020. Or will the economy lose jobs? "My Through November the economy has added 2.55 range in 2023.

Economics 189

Economics Sales Economy Food 189

The Big Picture

NOVEMBER 7, 2022

My back-to-work morning train WFH reads: • The state of the economy on Election Day, explained in 6 numbers : Rising prices have weighed heavily on the minds of voters who will soon determine the outcome of elections across the country. ( New York Times ). • Global Biodiversity: A Stable Ecosystem Yields Stable Economics : The U.N. . •

Nonprofit 278

Nonprofit Asset Allocation Economy Economics 278

The Big Picture

JANUARY 3, 2023

What does this rock traversing through the vast emptiness of space have to do with economic expansion, corporate revenues & profits, inflation, or interest rates? We can credit three elements for this massive outperformance: -Substantial prices resets: 57% in 2008-09 and 34% in 2020. Alas, utterly nothing. Fiscal stimulus 2020-22.

Economy 328

Economy Economics Portfolio Marketing 328

The Big Picture

JULY 27, 2022

I have detailed over the past decade or so the lagging nature of wages in America — deflationary in economic terms — and how that had begun to change in the late 2010s pre-pandemic. This attests to the robustness of the labor economy, recession or not. By any measure, we still have an enormous number of unfilled positions.

Medicine 331

Medicine Numbers Food Insurance 331

Calculated Risk

SEPTEMBER 21, 2022

percent – the highest since October 2008,” said Joel Kan, MBA’s Associate Vice President of Economic and Industry Forecasting. “As Mortgage rates followed suit last week, increasing across the board, with the 30-year fixed rate jumping 24 basis points to 6.25

Economy 239

Economy Economics Marketing Marketing 239

Trade Brains

JULY 6, 2022

Understanding How Does Stock Market Affect The Economy: The stock market and the economy are in a lot of talk in recent days. Seeing the market indexes declined by over 30% within a month, an obvious question among people is to understand how does the stock market affects the economy. How the Stock Market Affect the Economy?

Economy 98

Economy Marketing Marketing Economics 98

Zoe Financial

APRIL 7, 2025

Economic Update: Market reaction: The sell-off reflects uncertainty, not full confidence that the tariffs will hold negotiations are expectedarket reaction: The sell-off reflects uncertainty, not full confidence that the tariffs will hold negotiations are expected. Economies and markets fluctuate. imports from 2.3%

Marketing 81

Marketing Marketing Risk Tolerance Financial Advisor 81

Trade Brains

DECEMBER 28, 2023

Unusual Economic Indicators : You might have heard about indicators like the Big Mac Index (if you haven’t, you can read our previous article). However, there are many other lesser-known indicators that can actually provide valuable insights and are helpful for the economy. Most Unusual Economic Indicators 1. What is it?

Economy 64

Economy Economics Sales Government 64

Validea

MARCH 3, 2025

Key Topics Covered: Markets and Macroeconomic Reality Elliott dismantles the notion that markets can permanently detach from economic fundamentals, walking through how earnings, margins, and wage growth are all interconnected. He explains why claims of “this time it’s different” rarely hold true over longer time horizons.

Economics 52

Economics Portfolio Economy Marketing 52

Discipline Funds

NOVEMBER 4, 2024

During periods where Democrats were in total control the economy performed better, but the markets performed worse. And during periods of total Republican control the economy did worse and the markets performed better. No one has enough control to drive the economic car in a single direction. 1 So get out there and vote.

Economy 59

Economy Government Economics Engineering 59

Zoe Financial

JANUARY 28, 2025

If you got unlucky in 2008 trying to time the market and you were down 39%, it is very difficult emotionally speaking to reverse course and try to time the market by buying. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Economies and markets fluctuate.

Marketing 98

Marketing Marketing Financial Advisor Taxes 98

Carson Wealth

MARCH 3, 2025

Good Riddance, February The second half of February was rough, as worries over the economy, tariffs, and large cap tech weakness dominated the conversation. We continue to think the bull market is alive and well and the economy is on solid footing, but that doesnt mean we wont have scary headlines or worries. Heres the thing.

Marketing 78

Marketing Marketing Economy Government 78

Carson Wealth

NOVEMBER 4, 2024

If the economy remains strong (as we expect), that would matter much more than just about anything else. The last time the S&P 500 fell more than 1% in November was in 2008, and it has been higher 11 of the past 12 years. If economic growth is expected to be strong, there’s presumably less reason for the Fed to cut rates by a lot.

Marketing 96

Marketing Marketing Economy Numbers 96

Trade Brains

SEPTEMBER 6, 2023

And now the world’s 2nd largest economy is experiencing a fall after the covid lockdown recovery. 2023 was supposed to be China’s economic comeback year. It is also not shocking that China is reducing the release of lots of public economic data. And this is not the first time China’s economy has run into trouble.

Economy 72

Economy Economics Manufacturing Investing 72

Abnormal Returns

SEPTEMBER 7, 2022

ft.com) Economy Some good economic news is currently bad news for the market (tker.co) The 2022 housing market is light years apart from 2008. (theinformation.com) The new Apple ($AAPL) Watch Ultra is a beast. theverge.com) Microsoft ($MSFT) is an investor in CloudKitchens.

Recruitment 130

Recruitment Financial Advising Media Economy 130

Validea

APRIL 14, 2025

In this insightful conversation, Rich shares his expert perspective on today’s market challenges, including the unprecedented narrowness of recent markets, the impact of tariffs on the US economy, and why the current environment calls for a shift toward value investing and greater diversification.

Investing 52

Investing Investments Valuation Economics 52

Abnormal Returns

DECEMBER 19, 2022

(calculatedriskblog.com) There is a big difference between today's housing market and that of 2008. papers.ssrn.com) Economy Ben Carlson, "The Fed sounds serious about hitting its 2% target but it’s likely not going to happen overnight." awealthofcommonsense.com) Traditional economic models are all that helpful at the moment.

Financial Advising 130

Financial Advising Retail Media Economy 130

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. “ Oh my god, the economy’s falling apart, people are losing their jobs, we’ve got to start to stimulate the economy, we have to stop a recession.” If the Fed is cutting rates.

Numbers 288

Numbers Insurance Economy Marketing 288

Nationwide Financial

JANUARY 23, 2023

The strength of the global economy is a big question this week and next as industrials and technology companies gear up to report earnings. With greater exposure to international markets, their performance will be a good guidepost for how the global economy is doing compared to the U.S.

Marketing 105

Marketing Marketing Economics Economy 105

MarketWatch

APRIL 4, 2023

economy could be about to tip into a recession, following Tuesday’s data which revealed the red-hot labor market is finally loosening up. That occurred as the 2-year Treasury yield experienced its biggest-monthly plunge since January 2008, and the 10-year BX:TMUBMUSD10Y had its largest monthly drop since March 2020. in New York. “It

Economy 76

Economy Marketing Marketing Banking 76

Carson Wealth

SEPTEMBER 30, 2024

The economy continues to surprise to the upside, as we will discuss more below. With earnings hitting new highs and the economy continuing to expand, it’s no wonder stocks have hit 42 new all-time highs in 2024. This is true, as 1929, 1987, and 2008 all saw spectacular meltdowns in this spooky month. The reason for the rally?

Marketing 96

Marketing Marketing Manufacturing Economics 96

Integrity Financial Planning

DECEMBER 13, 2022

The 2022 economy has broken multiple records, first, with the highest inflation rate in 40 years, and now, the highest federal reserve interest rates since 2008. [1] However, this dip may be temporary; an economic recovery isn’t out of the picture in the future. 1] [link]. [2] 2] [link]. [3] 3] [link]. [4] 4] [link]. [5]

Financial Planning 97

Financial Planning Accounting Economy Retirement 97

Validea

MAY 5, 2023

Paul Singer, founder of Elliott Management and well-known for predicting the financial crisis of 2008, calls the current environment “an extraordinarily dangerous and confusing period,” in an interview with The Wall Street Journal. But for long-term prosperity in the U.S.

Economics 52

Economics Government Banking Economy 52

Carson Wealth

OCTOBER 30, 2023

While economic growth may have peaked in the third quarter, we expect the economy to remain supportive. With the economy on firm footing and sentiment turning pessimistic, we remain optimistic a significant year-end rally is still possible. The Energizer Bunny Economy You just can’t put this economy down.

Marketing 96

Marketing Marketing Economy Government 96

Calculated Risk

AUGUST 22, 2023

In a recent post on the Liberty Street Economics blog, economists Katie Baker, Logan Casey, Marco Del Negro, Aidan Gleich, and Ramya Nallamotu discuss some of the reasons why their DSGE’s estimate of the short-run natural rate of interest (in inflation-adjusted terms) increased from 0.81% in December 2022 to an eye-popping 3.57% in March 2023. (The

Economy 100

Economy Banking Economics Marketing 100

Brown Advisory

JUNE 23, 2016

NOW 2016 | Energy, Money and the New World Economy achen Thu, 06/23/2016 - 10:27 The benefits to the U.S. economy since 2008. economy since 2008. oil output nearly doubled from 2008 until 2015, and production now exceeds that of every member of OPEC except Saudi Arabia. Moreover, U.S.

Economy 52

Economy Communication Clients Taxes 52

Brown Advisory

JUNE 23, 2016

NOW 2016 | Energy, Money and the New World Economy. economy since 2008. economy since 2008. oil output nearly doubled from 2008 until 2015, and production now exceeds that of every member of OPEC except Saudi Arabia. Oil prices peaked at $147 per barrel in the summer of 2008. Thu, 06/23/2016 - 10:27.

Economy 52

Economy Communication Clients Taxes 52

Nerd's Eye View

SEPTEMBER 28, 2022

What's unique about Joe, though, is how he founded United Capital, built it to become one of the largest independent wealth management firms in the country on a path to disrupt the established incumbents, but ultimately decided to sell the firm to Goldman Sachs in pursuit of the next level of national scale… and in the process has been able to (..)

Executive Compensation 130

Executive Compensation Financial Advisor Wealth Management Recruitment 130

Nationwide Financial

MARCH 27, 2023

Over the past four weeks, money markets have added $300 billion, on par with surges in 2008 and 2020, bringing the total to a record $5.1 If market conditions were what they are now back in 2008, the equity market would have been under severe stress. Lost in the focus on global banking issues were some encouraging economic data.

Banking 98

Banking Marketing Marketing Economics 98

Dear Mr. Market

APRIL 2, 2025

However, shifting economic conditions, a potential rate-cut cycle, and valuation opportunities have created a renewed focus on small and mid-cap stocks, particularly in financials and energy. This bracket focuses on who benefits most when the Russia-Ukraine war ends and economic rebuilding begins.

Investing 78

Investing Investments Valuation Advertising 78

Nationwide Financial

MARCH 29, 2023

These innovations included the Primary Dealer Credit Facility in March 2008 (at the outset of the Global Financial Crisis) and the Municipal Liquidity Facility in April 2020 (in the early days of the COVID-19 pandemic.) It remains uncertain what economic impacts may follow the latest banking sector upheaval.

Banking 98

Banking Financial Planning Economics Portfolio 98

James Hendries

AUGUST 23, 2022

At this rate, home sales will likely continue to slow and residential investment could turn out to be a drag on Q3 economic growth. Given the lag between Federal Reserve (Fed) policy and the real economy, we have not likely seen the bottom in the housing market. Regional differences are profound. Conclusion.

Marketing 98

Marketing Marketing Sales Economy 98

Carson Wealth

JULY 8, 2024

The economy added 206,000 jobs in June, ahead of expectations of 190,000. Fortunately, the doers drive the economy; the thinkers only report on it. The economy created 206,000 jobs last month, above expectations for a 190,000 increase. These down cycles can adversely impact the productive capacity of the economy in future years.

Marketing 97

Marketing Marketing Economy Numbers 97

Investing Caffeine

FEBRUARY 1, 2023

Commentators continue to shout the doom-and-gloom forecasts of a hard landing recession, but after an economic hurricane in 2022 there are some signs the financial clouds have begun to lift this year. Investors Waiting for Another Flood While the calls for a hard economic landing remain, healthy GDP growth ( +2.9%

Economy 59

Economy Economics CFP Investing 59

Carson Wealth

JANUARY 16, 2024

We believe the odds of a recession remain low, with continued income growth, a recovery in rate-sensitive cyclical areas of the economy, and untapped potential for productivity gains helping to support the expansion. Market participants, strategists, policymakers, and the economy rarely saw eye to eye.

Investing 96

Investing Investments Marketing Marketing 96

James Hendries

JULY 13, 2022

So far, this year hasn’t seen a full-blown crisis like 2008–2009 or 2020, but the ride has been very bumpy. Understandably, rising prices, slowing economic growth, and a challenging first half for both stocks and bonds have many investors on edge, and fatigue from more than two years of COVID-19 measures doesn’t make it any easier.

Banking 98

Banking Investment Advisor License Insurance 98