MarketWatch

JUNE 29, 2023

data showed the economy and labor market remaining strong despite the Federal Reserve’s series of rate hikes. New York time and on track for its highest closing level since mid-December of 2008, when it reached 2.036%, according to Tradeweb. The 5-year TIPS rate was 2.007% as of 10:30 a.m.

Economy 40

Economy Marketing Marketing 40

The Big Picture

NOVEMBER 28, 2022

The economy is slowing, and some states are doing great, some okay, some less so. Coincident Index by States (May 22, 2008). The specifics are noteworthy: -Over the past month, the indexes increased in 20 states, decreased in 22 states, and remained stable in eight, making a one-month diffusion index of -4.

Economy 267

Economy Banking 267

Calculated Risk

JANUARY 12, 2023

2) Employment: The economy added 4.5 Or will the economy lose jobs? If the Fed drives the economy into recession (to cool inflation), then we could see job losses in 2023. Or will the economy lose jobs? I'm adding some thoughts, and maybe some predictions for each question. million jobs in 2022.

Economy 91

Economy Economics Sales Numbers 91

Abnormal Returns

MAY 1, 2023

ft.com) The amount of bank failures, measured by assets, rivals that of 2008. etftrends.com) Economy Is the U.S. (cnbc.com) The banking industry's 'crisis phase' may be over for now. nytimes.com) ETFs Model portfolio shifts can have a big effect on ETF flows. riaintel.com) The pace of ETF launches has slowed of late.

Financial Advising 197

Financial Advising Startup Banking Manufacturing 197

The Big Picture

AUGUST 8, 2023

percent annually since the global financial crisis in 2008. Vox ) • The Economy is Normalizing, and That’s a Good Thing : You will hear some people heralding this as the onset of a recession, but more likely this is just normalization of the economy rather than weakness. have generated negative alpha of approximately 1.2

Economy 244

Economy Financial Advisor Investing Investments 244

The Big Picture

NOVEMBER 5, 2022

In 2008, he received the George Polk Award for financial reporting. Chancellor notes “Interest rates are the most important signal in a market-based economy and the universal price affecting all others.” This week, we speak with financial historian Edward Chancellor. Rates reflect the price of time, which is scarce and has value.

Valuation 297

Valuation Economy Management Marketing 297

Abnormal Returns

SEPTEMBER 28, 2022

wsj.com) Don't fight the last war: this isn't 2008. theguardian.com) Economy The July Case-Shiller numbers shows a deceleration in home prices. (capitalspectator.com) Expected returns on bonds are finally attractive. awealthofcommonsense.com) Markets Lumber prices are back down to pre-pandemic levels. It depends.

Financial Advising 222

Financial Advising Media Management Economy 222

The Big Picture

SEPTEMBER 26, 2022

If anything, it feels like the Fed wants to fight us, all of us, including the stock market and the economy. The Fed is actively trying to crash the stock market, break the housing market and push the economy into a recession. That’s not the case anymore. How do I know this? Wealth of Common Sense ). • Wealth of Common Sense ). •

Engineering 290

Engineering Economy Manufacturing Retirement 290

The Big Picture

DECEMBER 12, 2022

The Hustle ). • What Is the Bond Market Saying About the Economy? A Wealth of Common Sense ) see also After a Terrible Year for Bonds, the Outlook Is Better : October capped their worst 12-month period ever, and the economy is under pressure. Will American music fans ever see anything better? ( New York Times ). • Economist ).

Math 290

Math Economy Communication Economics 290

Abnormal Returns

DECEMBER 21, 2022

wsj.com) Economy The indicators that show a recession is creeping ever closer. capitalspectator.com) Today's housing market is way different than 2008. (insidehook.com) Farmland Midwest farmland prices jumped 20% in the past year. wealthmanagement.com) Farmers also saw rising costs in 2022.

Financial Advising 157

Financial Advising Media Economy Portfolio 157

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

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

The Big Picture

SEPTEMBER 6, 2023

Rest of World ) • The incredible American consumer : The biggest driver of the surprisingly resilient US economy has been the ability and willingness of Americans to shrug off the bad vibes and buy “everything that isn’t nailed down”, as Chris Rupkey puts it. Now it’s coming for the world. in the first three months of 2023 to 1.7%

Strategic Planning 130

Strategic Planning Medicine Economy Consulting 130

Abnormal Returns

SEPTEMBER 1, 2022

readthegeneralist.com) Economy Jobless claims have stopped going up. bonddad.blogspot.com) Why the current housing market is nothing like 2008. (huddleup.substack.com) Chelsea's new owners are spending freely on talent. ft.com) Barcelona FC is under real financial pressure. pragcap.com) Housing are still selling quickly.

Assets 130

Assets Financial Advising Media Economy 130

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." wsj.com) Older Americans are increasingly at-risk of homelessness.

Financial Advising 130

Financial Advising Retail Media Economy 130

Validea

OCTOBER 13, 2023

Yields that skyrocket too fast and too high could possibly send the economy into a recession. Most did not anticipate the bond reversal, which comes after years of stability built by the Fed in the wake of the 2008 financial crisis, even after the Fed poured enormous amounts of money into the company during the pandemic.

Banking 105

Banking Government Economy Management 105

The Big Picture

JANUARY 3, 2023

Holding onto expectations of major shifts in key drivers of the markets and the economy – merely due to the changing of the calendar – is a carryover from the days when the calendar mattered much more. We can credit three elements for this massive outperformance: -Substantial prices resets: 57% in 2008-09 and 34% in 2020.

Economy 318

Economy Economics Portfolio Media 318

Abnormal Returns

SEPTEMBER 22, 2022

axios.com) Mortgage rates are at their highest level since October 2008. finance.yahoo.com) Economy Auto loan delinquencies are on the rise. (citywireusa.com) Women are still not making much headway in the asset management business. ft.com) Mortgages Mortgage lenders are laying off workers in the face of falling volume.

Financial Advising 130

Financial Advising Media Valuation Assets 130

The Big Picture

APRIL 4, 2024

Jim Bianco : Coming out of the financial crisis in 2008. One of the reasons that the Fed wanted to put rates at zero and push all that money in the risk markets was the psyche coming out of 2008 was people were afraid. And without that, you know, investment in the economy, we weren’t going to get the economy forward.

Portfolio 150

Portfolio Management Assets Economy 150

The Big Picture

JULY 27, 2022

This attests to the robustness of the labor economy, recession or not. The post- 2008-09 era saw wealth inequality, already substantial in the United States, explode. By any measure, we still have an enormous number of unfilled positions. It’s just off the peak, but still extremely high by any measure. I wrote a book about this).

Medicine 322

Medicine Numbers Food Insurance 322

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.”

Numbers 274

Numbers Insurance Economy Marketing 274

Advisor Perspectives

OCTOBER 16, 2023

These are not the same bonds that eroded the economy in 2008 during the global financial crisis. Institutional investors have benefitted from the ownership of CLOs for over 25 years, and the asset class has grown to over $1 trillion. It's a similar name in "C blank O," but a very different asset class.

Education 52

Education Assets Economy Investing 52

Discipline Funds

MAY 23, 2023

Add in the well documented inventory issues and you have a macro landscape that is very different from 2008. On the other hand, while this might not be 2008 it’s hard to see a continued housing boom given the low demand due to unusually high mortgage rates. It’s not a matter of if in my view, but when.

Economy 85

Economy Banking Sales Marketing 85

MarketWatch

MARCH 24, 2023

Treasury Secretary Janet Yellen will convene a meeting of the Financial Stability Oversight Council Friday.FSOC comprises the heads of the nation’s top financial regulators, and was created in the wake of the 2008 financial crisis to enable the government to coordinate efforts at combating systemic risks to the U.S.

Banking 72

Banking Government Economy Marketing 72

Trade Brains

SEPTEMBER 12, 2023

2008 – Mumbai terror attacks in November During the Mumbai terror attacks in 2008, something unexpected happened in the stock market, and the market reacted surprisingly. 2008 – Global financial crisis The 2008 financial crisis was known as the biggest disaster after The Great Depression.

Numbers 59

Numbers Economy Economics Government 59

Discipline Funds

JUNE 6, 2023

On one side you have optimists who have been saying that the US economy remains robust and on the other side you have pessimists who are worried about recession and a potential 2008 scenario. In our view we’re still in the “muddle through” camp as it pertains to the economy.

Economy 86

Economy Asset Allocation Valuation Communication 86

The Big Picture

OCTOBER 27, 2023

Since the Great Financial Crisis in 2008-09, the income portion of portfolios has been almost an afterthought. Your checking and savings accounts earned less than 30bps; so too did the cash sitting in your brokerage account. Equities did well, averaging ~14% during the 2010s, but Bonds, not so much.

Portfolio 140

Portfolio Government Wealth Management Taxes 140

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] The future of the economy in relation to inflation and interest rates is unknown. 1] [link]. [2] 2] [link]. [3] 3] [link]. [4] 4] [link]. [5] 5] [link]. [6]

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. government debt which now has a solid return thanks to the inverted yield curve.

Economics 52

Economics Government Economy Banking 52

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

NAIFA Advisor Today

JULY 21, 2022

We’ve seen our economy sink and soar, our communities fight against disease, and despite the circumstances, find hope to carry on—not only carry on but thrive enough to build the world as we experience it today. Our families experienced The Great Depression, and you may have witnessed firsthand the impact of the 2008 financial crisis.

Economy 52

Economy Management 52

Discipline Funds

MAY 8, 2023

Some even worry this is 2008 all over again. In this piece I will explain why this isn’t 2008 all over again, but that the current environment is still very challenging for banks (and the broader economy) and likely to remain this way for the foreseeable future. But the good news is that this isn’t 2008 either.

Banking 64

Banking Economy Assets Portfolio 64

Your Richest Life

MARCH 31, 2023

The top spot belongs to the 2008 Lehman Brothers collapse.) So, what does all of that mean for your money, and the economy? Two major banks, the Silicon Valley Bank and Signature Bank, closed within a couple days of each other, marking the second and third largest bank failures in U.S.

Banking 105

Banking Insurance Fee Only Accounting 105

Validea

SEPTEMBER 23, 2022

Nouriel Roubini, the economist known as Dr. Doom for predicting the 2008 financial crisis, has turned his forecasting skills on the current economy and foresees a “long and ugly” recession beginning at the end of this year and lasting well into next year, reports an article in Bloomberg.

Government 59

Government Economy Banking Portfolio 59

Investing Caffeine

FEBRUARY 1, 2023

in Q4 ), generationally low unemployment (3.5%), and relatively stable earnings (see chart below) all point to a stable economy with the ability to navigate a soft landing. China’s new reopening of the economy and Europe’s seeming ability of dodging a recession provide additional evidence for a soft landing scenario.

Economy 59

Economy Economics CFP Investing 59

Carson Wealth

APRIL 8, 2024

economy continues to look solid, with markets rallying Friday after a stronger-than-expected jobs report. These include some of the worst years in stock market history, including 1973, 1974, the tech bubble, 2008, and 2022. economy, and the job market is leading the way. last week, getting the first quarter off to a slow start.

Marketing 96

Marketing Marketing Valuation Economy 96