Nationwide Financial

JUNE 5, 2023

Just three years ago, business owners were reeling from the swift and significant economic impact of the pandemic. As a financial professional, you can be a reassuring voice – and potentially aid in helping them address the impacts of economic volatility – as we brace for turmoil ahead. have been mild to moderate.

Economics 52

Economics Risk Management Clients Financial Services 52

The Irrelevant Investor

OCTOBER 25, 2022

Today we learned that home prices had their largest drop since 2009. In fact, a lot of the economic data will likely worsen. He said: “The US economic downturn gathere. This is just a small preview of what I believe we’ll see in the coming months as the market adjusts to 7% mortgages.

Economics 133

Economics Marketing Marketing 133

The Big Picture

OCTOBER 1, 2022

” The blog, which he launched in 2009, spawned a bestselling book, now available in 17 languages, as well as a podcast. All of our earlier podcasts on your favorite pod hosts can be found here ; all of our prior discussions of psychology and behavioral economics can be found here.

Economics 291

Economics Marketing Marketing 291

Nationwide Financial

JANUARY 9, 2023

It is the first non-Covid contractionary reading since 2009. The NFIB small business survey provides a variety of readings on key economic activities beyond the headline optimism index, which consensus expects to remain little changed at around 91.5 The ISM services index fell sharply and is now in contraction. in December.

Economics 52

Economics Manufacturing Food Marketing 52

Mish Talk

NOVEMBER 25, 2022

The overall fall in activity was the second-fastest since May 2020 as inflation, rising borrowing costs and economic uncertainty weighed on demand. With the exception of the early stages of the pandemic, the decrease in total new sales was the sharpest since 2009.

Economy 290

Economy Manufacturing Numbers Sales 290

The Big Picture

OCTOBER 7, 2022

2020s : Remained on emergency footing post Covid, despite broad evidence of economic recovery. Who is to Blame, 1-25 (June 29, 2009). _. 2000s : Kept rates too low for too long following 9/11 and dotcom implosion – FOMC Rate did not get over 1% until 2004. Following those March 2020 rate cuts, the Fed stayed at Zero until March 2022.

Economics 332

Economics Banking Portfolio Assets 332

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 112

Economy Manufacturing Economics Sales 112

The Big Picture

AUGUST 4, 2022

Consider the Yardeni chart (top) showing earning surprises: Despite a variety of economic and geopolitical negatives, earnings have been holding up relatively well. It appears investors are relying on earnings to stay robust even if the economy suffers a short, shallow recession. Revenues , too).

Economics 258

Economics Economy Marketing Marketing 258

The Big Picture

MARCH 4, 2023

in financial economics from London Business School. Be sure to check out our Masters in Business next week with Rich Bernstein of Richard Bernstein Advisors (RBA), which was founded in 2009 and is running $14.6B She earned her Ph.D. All of our earlier podcasts on your favorite pod hosts can be found here.

Assets 169

Assets Management Media Investing 169

The Big Picture

SEPTEMBER 21, 2022

I hope to address this in greater detail in the coming weeks… Previously : How Overrated is Sentiment in Economics? November 22, 2009). Regardless, this is an area of research ripe for further exploration. Black Friday #Fails. Source : Inflation Expectations Continue Decline at the Short-, Medium-, and Long-Term Horizons.

Risk Tolerance 328

Risk Tolerance Budgeting Numbers Economics 328

The Big Picture

AUGUST 15, 2022

The S&P 500 topped out in early October 2007 and bottomed in March 2009. Economic Innovation Group ). • Like many things in the market, there aren’t any hard and fast rules for this kind of thing, especially in real-time. Let’s look at the 2008 scenario as an example. How Remote Work is Shifting Population Growth Across the U.S.

Communication 285

Communication Startup Management Economics 285

Calculated Risk

SEPTEMBER 5, 2023

Note that the big dips in sales are related to economic recessions (early '80s, early '90s, the Great Recession of 2007 through mid-2009 and the pandemic in 2020). Back in 1976, most light vehicles were passenger cars - however passenger car sales have trended down over time.

Sales 73

Sales Economics 73

Calculated Risk

MARCH 7, 2023

Owners and developers tend to put projects into planning until well after economic conditions weaken. During the Great Recession, for example, the DMI did not substantially decline until 2009. Martin notes, commercial construction is a lagging economic indicator.

Healthcare 105

Healthcare Economics Planning Education 105

Fortune Financial

DECEMBER 20, 2023

From 1998 through 2022, revenues for the domestic pest control industry have grown at around 6%, a rate roughly 50% higher than nominal GDP over the same period: What’s more, the industry has proven resilient, showing year-over-year growth despite such economic headwinds as the 2007-2009 global financial crisis, the COVID19 pandemic, and so on: (..)

Financial Advisor 59

Financial Advisor Clients Economics 59

Carson Wealth

APRIL 1, 2024

The Conference Board’s widely followed Leading Economic Index finally had its first monthly gain after 23 consecutive months of declines. Throughout the current rally, we have deferred to our proprietary leading economic index, created by our Chief Macro Strategist Sonu Varghese, whose Ph.D. While our U.S.

Marketing 97

Marketing Marketing Economy Economics 97

Calculated Risk

MAY 21, 2023

Note that the big dips in sales are related to economic recessions (early '80s, early '90s, the Great Recession of 2007 through mid-2009 and the pandemic in 2020). Back in 1976, most light vehicles were passenger cars - however passenger car sales have trended down over time.

Sales 75

Sales Economics 75

Calculated Risk

JANUARY 9, 2024

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2024. Forecasting the unemployment rate includes forecasts for economic and payroll growth, and also for changes in the participation rate (previous question). 2009 64.6% -1.2 2009 64.6% -1.2 2009 64.6% -1.2 in November 2022.

Economics 62

Economics Sales Investing Investments 62

Calculated Risk

JANUARY 11, 2023

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2023. Forecasting the unemployment rate includes forecasts for economic and payroll growth, and also for changes in the participation rate (previous question). 2009 64.6% -1.2 2009 64.6% -1.2 2009 64.6% -1.2 in December, down 0.4

Economics 96

Economics Sales Investing Investments 96

Mish Talk

DECEMBER 5, 2022

Please consider the November 2022 Services ISM ® Report On Business ® Economic activity in the services sector grew in November for the 30th month in a row — with the Services PMI ® registering 56.5 The rate of contraction was the fastest since August and among the sharpest on record (since October 2009). percent, 2.4

Economy 190

Economy Manufacturing Economics Healthcare 190

Calculated Risk

MAY 1, 2023

April 2023 Manufacturing ISM® Report On Business® Economic activity in the manufacturing sector contracted in April for the sixth consecutive month following a 28-month period of growth, say the nation's supply executives in the latest Manufacturing ISM® Report On Business®. The employment index was at 50.2%, up from 46.9% percent , up 3.3

Manufacturing 98

Manufacturing Economy Economics Management 98

Nationwide Financial

MARCH 27, 2023

In the 31-year history of the KBW Bank Index, the 30% decline in March was only exceeded by a 35% loss in January 2009 in the later stages of the global financial crisis. Lost in the focus on global banking issues were some encouraging economic data. at the best level in nearly a year. from a year ago.

Banking 98

Banking Marketing Marketing Asset Allocation 98

Nationwide Financial

APRIL 25, 2023

According to the BofA Global Fund Manager Survey, bond allocations are the most overweight, and equity allocations are the most underweight since March 2009. We’ve seen a rally from these companies this year, but their earnings reports will show if these strong gains will continue in the current economic environment.

Marketing 52

Marketing Marketing Economics Sales 52

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 89

Economy Economics Sales Numbers 89

Validea

SEPTEMBER 16, 2022

Carstens, the head of the Bank for International Settlements, spoke about the volatility in the market and his belief that it’s not a fluke; rather the entire global economy is in the process of transformation that will force much rethinking of economic policy. And investors should expect this volatility to persist.

Government 64

Government Economics Banking Economy 64

Mish Talk

NOVEMBER 10, 2022

The yield on the two-year Treasury note fell to 4.32% from 4.63%, the biggest one-day decline since 2008 The 10-year yield fell to 3.83% from 4.15%, the biggest one-day drop since 2009. US Dollar Index. The US dollar index fell which in isolation is good for stocks and gold but bad for inflation because it makes imports more expensive.

Marketing 181

Marketing Marketing Food Numbers 181

Zoe Financial

DECEMBER 5, 2023

One data point caught my attention: the number of advised investors, individual investors, has increased from 35% to 47% when you look at the time frame from 2009 to today. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Definitely worth checking out.

Wealth Management 52

Wealth Management Management Financial Planning Taxes 52

Nationwide Financial

MARCH 22, 2023

It was only on March 7 when Federal Reserve Chair Jerome Powell suggested the possibility of bigger interest rate hikes if justified by the economic data. The central bank must balance its objective of controlling inflation while minimizing damage to economic growth and avoiding financial market instability.

Marketing 59

Marketing Marketing Banking Economics 59

Walkner Condon Financial Advisors

JULY 8, 2022

The most widely accepted definition of a recession is two consecutive quarters of negative economic growth, as measured by GDP. However, more recently, the description has expanded to include other economic criteria, including depth, diffusion, and duration. Recessions create an unpredictable economic environment. annualized.

Economics 59

Economics Financial Advisor Economy Portfolio 59

Calculated Risk

JUNE 1, 2023

May 2023 Manufacturing ISM® Report On Business® Economic activity in the manufacturing sector contracted in May for the seventh consecutive month following a 28-month period of growth, say the nation's supply executives in the latest Manufacturing ISM® Report On Business®. The employment index was at 51.4%, up from 50.2% percent , up 1.2

Manufacturing 63

Manufacturing Economy Economics Management 63

Calculated Risk

JUNE 5, 2023

May 2023 Services ISM® Report On Business® Economic activity in the services sector expanded in May for the fifth consecutive month as the Services PMI® registered 50.3 percent in March) reflects the fastest supplier delivery performance since June 2009, when the index registered 46 percent. The Supplier Deliveries registered 47.7

Economy 40

Economy Management Economics 40

Carson Wealth

MARCH 27, 2023

There are certainly more questions than answers right now, and yes, the odds of a recession have increased as banks will tighten lending, which could lead to an economic slowdown. Still, economic data is improving. Think back to March 2003, March 2009, and March 2020. One of the best reasons to be bullish is very few people are.

Marketing 52

Marketing Marketing Banking Economics 52

Validea

SEPTEMBER 6, 2023

The other periods of this level of cheapness came mostly during the Great Financial Crisis (2008/2009) and during the COVID crash (2020). When there is uncertainty around the economic backdrop and growth, as we’re witnessing in 2023, small caps can be impacted. Only 12.4% of time Current Year PE Ratio 8.77 Only 11.7% Only 33.4%

Valuation 64

Valuation Economics Numbers Investing 64

Discipline Funds

MARCH 15, 2024

Many governments banned short selling in 2009 and the research following this period showed that the short sale bans reduced market liquidity, price discovery and increased investor costs. It’s easy to fall victim to recency bias after a few good quarters of economic data, but the long-term sluggishness appears to be showing its face again.

Economy 84

Economy Financial Advice Sales Retail 84

Nationwide Financial

OCTOBER 4, 2022

For context, between 2009 and 2020, there were a total of just three months with 8% losses. Economic data does not reflect the near-universal bearishness of executives and investors. The Citigroup Economic Surprise Index is at the best level since May, as data points are beating economists’ forecasts. What to Watch.

Marketing 52

Marketing Marketing Economics Economy 52

Nationwide Financial

OCTOBER 17, 2022

The MOVE Index, which measures bond market volatility, hit its highest level since 2009. Excluding 2020, this would be the weakest global growth since 2009. 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.

Marketing 52

Marketing Marketing Retail Banking 52

Investing Caffeine

MAY 2, 2022

For long-term stock investors who have reaped the massive +520% rewards from the March 2009 lows, they understand this gargantuan climb was not earned without some rocky times along the way.

Electronics 59

Electronics Economy CFP Government 59

Calculated Risk

APRIL 3, 2023

March 2023 Manufacturing ISM® Report On Business® Economic activity in the manufacturing sector contracted in March for the fifth consecutive month following a 28-month period of growth, say the nation's supply executives in the latest Manufacturing ISM® Report On Business®. The employment index was at 46.9%, down from 49.1% percent is 0.4

Manufacturing 61

Manufacturing Economy Economics Management 61