Carson Wealth

APRIL 1, 2024

As long-time followers of this commentary know, we’ve been quite bullish on both the stock market and the economy for well over a year now. but all major economies based on their individual economic sensitivities, which we can then roll up to regional and global leading indicators. Could stocks fall in April? While our U.S.

Marketing 97

Marketing Marketing Economy Economics 97

Mish Talk

DECEMBER 5, 2022

Supplier Deliveries is the only ISM ® Report On Business ® index that is inversed; a reading of above 50 percent indicates slower deliveries, which is typical as the economy improves and customer demand increases.) “The The rate of contraction was the fastest since August and among the sharpest on record (since October 2009).

Economy 190

Economy Manufacturing Economics Healthcare 190

The Big Picture

AUGUST 4, 2022

It appears investors are relying on earnings to stay robust even if the economy suffers a short, shallow recession. I noted near the lows in June that I “ The contrarian in me is just starting to get that itch to buy here, but it’s not a full-throated “Gotta gotta gotta get some” like 2020 or 2009.” Revenues , too).

Economics 258

Economics Economy Marketing Marketing 258

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. 3) Is the economy weaker than we think? In short, the economy is still digesting the huge excesses from Covid.

Economy 84

Economy Financial Advice Sales Retail 84

Carson Wealth

MARCH 11, 2024

The bottom line is the economy is strong because the labor market is strong. The S&P 500 fell an eventual 57% from its October 2007 peak before bottoming on March 9, 2009, and finally ending the global financial crisis (GFC) bear market. The global economy was in shambles, and people were losing their jobs all around.

Marketing 97

Marketing Marketing Economy Compliance 97

Calculated Risk

JANUARY 6, 2023

This suggests vehicle sales might increase in 2023 even with higher rates and a soft economy. Heavy truck sales really collapsed during the great recession, falling to a low of 180 thousand SAAR in May 2009. The second graph shows heavy truck sales since 1967 using data from the BEA.

Sales 94

Sales Economy 94

Calculated Risk

MAY 1, 2023

Regarding the overall economy, this figure indicates a fifth month of contraction after a 30-month period of expansion. percent recorded in March; this is the index’s lowest reading since March 2009 (43.2 Fiore, CPSM, C.P.M., percent , 0.8 percentage point higher than the 46.3 percent recorded in March. percent , 1.4 percent , up 3.3

Manufacturing 98

Manufacturing Economy Economics Management 98

MarketWatch

JUNE 29, 2023

Treasurys, which picked up further steam on Thursday after data showed the economy and labor market remaining surprisingly strong despite the U.S. Treasurys, which picked up further steam on Thursday after data showed the economy and labor market remaining surprisingly strong despite the U.S. regional banks. regional banks.

Government 75

Government Economy Budgeting Retirement 75

Nationwide Financial

OCTOBER 17, 2022

The MOVE Index, which measures bond market volatility, hit its highest level since 2009. The International Monetary Fund warned of increased pressure on the global economy, cutting the forecast for next year to 2.9%, down from 2.9% Roughly one-third of the global economy es expected to decline, while the U.S., by 2024.

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. As Albert Einstein stated, “In the middle of every difficulty lies an opportunity.”.

Electronics 59

Electronics Economy CFP Government 59

Calculated Risk

JUNE 1, 2023

Regarding the overall economy, this figure indicates a sixth month of contraction after a 30-month period of expansion. percent recorded in April; this is the index’s lowest reading since March 2009 (43.2 Fiore, CPSM, C.P.M., percent , 0.2 percentage point lower than the 47.1 percent recorded in April. percent , 3.1 percent , up 1.2

Manufacturing 63

Manufacturing Economy Economics Management 63

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 of course, Covid continues to disrupt businesses’ operations.

Government 64

Government Economics Banking Economy 64

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. Sentiment turned lower in April to the lowest level this year, hovering near the lowest level in the 20+ year history of the survey.

Marketing 52

Marketing Marketing Economics Sales 52

Calculated Risk

JUNE 5, 2023

percent in March) reflects the fastest supplier delivery performance since June 2009, when the index registered 46 percent. percent and the index’s lowest reading since May 2009 (40 percent). In the last six months, the average reading of 48.0 percent (with a low of 45.8 percentage points in May, to 56.2 percent, an 8.8-percentage

Economy 40

Economy Management Economics 40

Validea

OCTOBER 21, 2022

Following the Lehman Brothers’ collapse in September 2008, bear market rallies came and went, and the low didn’t happen until March 2009. While the big gains, generated in such a gloomy atmosphere, could indicate that the market is nearing its low, there is also a chance that the economy will continue to weaken.

Marketing 59

Marketing Marketing Economy Investing 59

Walkner Condon Financial Advisors

JULY 8, 2022

Let’s take a closer look at recessions and how one may impact the economy and markets for the remainder of 2022. . One recession may be caused by a shake-up in the labor markets while another may be due to an unexpected shift in the economy such as the housing market crash in 2008-2009 or a non-economic factor such as a pandemic.

Economics 59

Economics Financial Advisor Economy Portfolio 59

Calculated Risk

APRIL 3, 2023

Regarding the overall economy, this figure indicates a fourth month of contraction after a 30-month period of expansion. percent recorded in February; this is the index’s lowest reading since March 2009 (43.2 Fiore, CPSM, C.P.M., percent , 1.4 percentage points lower than the 47.7 percent recorded in February. percent is 0.4

Manufacturing 61

Manufacturing Economy Economics Management 61

Calculated Risk

AUGUST 3, 2023

percent in March) reflects the fastest supplier delivery performance since June 2009, when the index registered 46 percent. Supplier Deliveries is the only ISM® Report On Business® index that is inversed; a reading of above 50 percent indicates slower deliveries, which is typical as the economy improves and customer demand increases.)

Economy 40

Economy Economics Management 40

Carson Wealth

MARCH 27, 2023

Recent sentiment polls show a high number of bears while worries about the economy and earnings continue to expand. Think back to March 2003, March 2009, and March 2020. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 52

Marketing Marketing Banking Economics 52

The Big Picture

APRIL 4, 2024

And without that, you know, investment in the economy, we weren’t going to get the economy forward. This is not the 2009, 2010 to 2020 period where basically all you needed was. And so the fear was that they were just going to all pilot in the tertiary bills and they were never going to move into risk assets.

Portfolio 152

Portfolio Management Assets Economy 152

Calculated Risk

NOVEMBER 1, 2022

October 2022 Manufacturing ISM® Report On Business® Economic activity in the manufacturing sector grew in October, with the overall economy achieving a 29th consecutive month of growth, say the nation's supply executives in the latest Manufacturing ISM® Report On Business®. This reading, the index’s lowest since March 2009 (43.2

Manufacturing 48

Manufacturing Economy Economics Management 48

Calculated Risk

MARCH 1, 2023

Regarding the overall economy, this figure indicates a third month of contraction after a 30-month period of expansion. percent recorded in January; readings from the last three months are the index’s lowest since March 2009 (43.2 Fiore, CPSM, C.P.M., percent , 0.3 percentage point higher than the 47.4 percent recorded in January.

Manufacturing 56

Manufacturing Economy Economics Management 56

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. Economies and markets fluctuate. Definitely worth checking out. When you look at the self-directed individuals, the percentage has dropped from 41% to 24%.

Wealth Management 52

Wealth Management Management Financial Planning Taxes 52

Calculated Risk

JANUARY 8, 2023

Once we reach that point, then the second step of our inflation fighting process, as I see it, will be pausing to let the tightening we have already done work its way through the economy. I have us pausing at 5.4 And Wall Street economists are expecting three or more rate hikes this year.

Economy 93

Economy Economics Numbers Sales 93

Nationwide Financial

OCTOBER 26, 2022

This behavior is like what was seen near the bottom in 2002, 2009, and 2020. In the past month, there have been five sessions where the S&P 500 gained 2% or more, indicating that institutions are dipping their toes in the water. The post Reading the volatility tea leaves appeared first on Nationwide Financial.

Financial Market 105

Financial Market Marketing Marketing Investing 105

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. We may not be flying into a storm, but there’s been plenty of turbulence the first part of 2022. How businesses, households, and central banks steer through the rough air will set the tone for markets over the second half of 2022.

Investment Advisor 98

Investment Advisor License Banking Insurance 98

Calculated Risk

FEBRUARY 1, 2023

Regarding the overall economy, this figure indicates a second month of contraction after a 30-month period of expansion. percent recorded in December; the last two readings are the index’s lowest since March 2009 (43.2 Fiore, CPSM, C.P.M., percent , 1 percentage point lower than the seasonally adjusted 48.4 percent is 0.5 percent, 2.1

Manufacturing 48

Manufacturing Economy Management 48

Validea

OCTOBER 5, 2022

12/31/2009 4.9% 12/31/2009 29.6% And with intangible assets rising in the economy, standard earnings calculations are becoming less and less accurate. As you can see in the chart below, if we look at just large-cap stocks, there is still an increase, but it is much less pronounced. 12/29/2006 1.2% 12/31/2007 1.0%

CFP 59

CFP Valuation Economy Assets 59

Calculated Risk

JANUARY 4, 2023

Regarding the overall economy, this figure indicates contraction after 30 straight months of expansion. percent; this is the index’s lowest reading since March 2009 (43.2 Fiore, CPSM, C.P.M., Chair of the Institute for Supply Management® (ISM®) Manufacturing Business Survey Committee: “ The December Manufacturing PMI® registered 48.4

Manufacturing 40

Manufacturing Economy Economics Management 40

The Irrelevant Investor

OCTOBER 24, 2019

This makes sense as the economy has matured. The United States is home to one of the most dynamic economies the world has ever seen. The smartest people in the world can't use the economy to time the market. For example, the stock market bottomed in March, 2009 and the recession ended in June. No, you cannot.

Economy 52

Economy Economics Portfolio Manufacturing 52

Nationwide Financial

OCTOBER 4, 2022

For context, between 2009 and 2020, there were a total of just three months with 8% losses. This week’s data focuses on the health of the job market, highlighted by Friday’s payroll report, which will reflect the current state of the economy.

Marketing 52

Marketing Marketing Economics Economy 52

Nationwide Financial

JANUARY 11, 2023

You have to go back to 2009 to find a similar consistent fear among equity investors. For a glimpse of how volatile stocks were last year, consider the VIX Index, often used as a gauge of fear or stress in the stock market. In 2022, the VIX spent 91% of trading days above 20.0, which signals a high degree of market volatility.

Investing 72

Investing Investments Risk Tolerance Accounting 72

Nationwide Financial

JANUARY 9, 2023

This could be a positive omen, as the following year’s returns have been positive following weak years, with an 18% return for a 60/40 portfolio in 2009 and 28% in 1975. Macro data tell a conflicting story about the economy, with survey-based data quite pessimistic, but observational data more encouraging. There are currently 5.7

Marketing 59

Marketing Marketing Healthcare Portfolio 59

Mr. Money Mustache

SEPTEMBER 4, 2023

Interest rates are like a giant gas pedal that revs the engine of our economy, with the polished black dress shoe of Federal Reserve Chairman Jerome Powell pressed upon it. And of course when interest rates get jacked up, almost everything else in the economy slows down. So let’s talk about strategy. We should have Fiscal Discipline!

Economy 118

Economy Banking Budgeting Economics 118

James Hendries

JULY 21, 2022

So far, this year hasn’t seen a full-blown crisis like 2008- 2009 or 2020, but the ride has been very bumpy. We may not be flying into a storm, but there’s been plenty of turbulence. How businesses, households, and central banks steer through the rough air will set the tone for markets over the second half of 2022.

Clients 52

Clients Investment Advisor License Financial Advice 52

The Irrelevant Investor

APRIL 5, 2020

This is not a financial crisis where credit issues are transmitted to the real economy. The economy just stopped. We have the biggest, sharpest GDP decline in history, this is absolutely unprecedented. There is no model, there is no precedent, there's nothing you can look to for what just happened. So it is inherently unpredictable.

Valuation 52

Valuation Economy Numbers Investing 52

Nationwide Financial

MAY 15, 2023

Fund managers continue to exhibit extreme caution, with banking sector disruption joining inflation, higher rates, and macro uncertainty on the list of worries, driving equity positioning to the lowest level relative to bonds since 2009. The bulk of the outflows have ended up in cash, with money market funds at a record $5.3

Retail 52

Retail Banking Sales Economy 52