Carson Wealth

JUNE 5, 2023

Instead, the economy is showing resilience. The economy created 339,000 jobs in May, beating expectations for the 14th consecutive month. However, in the second half of the year, we expect investors to realize the economy is not headed for a recession (more on that below), which should help broaden the bull market. million jobs.

Economy 52

Economy Numbers Compliance Banking 52

Carson Wealth

AUGUST 28, 2023

Recent economic data from China show that the world’s second largest economy is in trouble. economy is likely to be minimal. In short, China’s economy is in trouble. Usually, the industrial side of the economy makes up for slow consumer spending, but not this time. per year between 2010 and 2019. In the U.S.,

Marketing 52

Marketing Marketing Economy Economics 52

Carson Wealth

JANUARY 22, 2024

For a broad view of our expectations for the economy, stocks, and bonds in 2024, download our 2024 Market Outlook. That bear eventually ended in October 2022, and since then stocks have defied many experts, who continually (and incorrectly) touted a weakening economy, tapped-out consumer, and many other reasons to doubt the new bull market.

Marketing 97

Marketing Marketing Economy Portfolio 97

Carson Wealth

MAY 1, 2023

Sure, more volatility and negative headlines could happen, but with overall market sentiment extremely bearish and the economy on firmer footing than most investors seem to think, we suggest using seasonal weakness as an opportunity to add to core positions. economy expanded by only 1.1% return since 1950. in the first quarter.

Marketing 52

Marketing Marketing Economy Numbers 52

Carson Wealth

MAY 13, 2024

While some cracks may be forming, the economy remains on firm footing. Our Leading Economic Indicators Still Point to a Strong Economy A couple of softer-than-expected economic report cards recently came in — first quarter GDP growth and the April payroll report — and suddenly, calls for an impending recession have resumed.

Marketing 97

Marketing Marketing Economy Economics 97

Carson Wealth

MARCH 25, 2024

A Dovish Fed Signals Rate Cuts Amid a Strong Economy — That’s Bullish The Federal Reserve left rates unchanged at its March meeting, but the headline takeaway was that the median official continues to project three interest rate cuts in 2024, each worth 0.25%. That’s a big jump and acknowledgement that the economy is strong.

Marketing 97

Marketing Marketing Economy Manufacturing 97

Carson Wealth

JULY 24, 2023

economy has accelerated over the past year, defying calls of recession amid the Fed’s aggressive rate hikes. In sum: Not only is there no recession, but the economy does not even appear to be headed for a “landing” at this point. Right now, it says the economy grew 2.4% Recent data suggest a major slowdown is not in the cards.

Marketing 98

Marketing Marketing Economy Retail 98

Carson Wealth

JUNE 26, 2023

Housing is making a sharp turnaround, and that’s very positive for the economy. The economy continues to surprise to the upside, with housing a potential wildcard that few are discussing. Between 1980 and 2010, there were five recessions, and each was preceded by a huge decline in single-family housing starts. We think it can.

Marketing 52

Marketing Marketing Economy Numbers 52

The Big Picture

SEPTEMBER 19, 2022

And from a public market, that sounds like it’s a compliance and conflict nightmare. And I believe we need to bring that type of model to many, many more parts of the economy and parts of activity. You guys approach it differently. WENGER: In our LPA, we can write checks up to $100,000.

Valuation 296

Valuation Investing Investments Engineering 296

Carson Wealth

MAY 22, 2023

As we explain more below, the economy is presenting many positive signs that suggest a recession is unlikely, and stocks likely are sniffing this out. Residential investment makes up under 5% of the economy , but it’s been a drag on economic growth for eight straight quarters. The housing market is showing signs of recovery.

Marketing 52

Marketing Marketing Economy Economics 52

The Big Picture

DECEMBER 6, 2022

Conviction, so we look at, you know, whether or not a specific theme is something that we have a high degree of conviction that will be a trend, that will definitely have an impact in the economy over the next two or three decades. I mean, I always say it depends on the economies or the scale of the business that you are considering.

Clients 154

Clients Investing Investments Management 154

The Big Picture

DECEMBER 14, 2022

Kathleen has been with Blackstone since 2010. RITHOLTZ: So I’m glad you mentioned that because before we get to 2010 when you moved to Blackstone, let’s talk about a tough environment. 2008 through 2010 was a particularly tough and very formative experience. That’s really an astonishing return. RITHOLTZ: Right.

Assets 154

Assets Investing Investments Portfolio 154

The Big Picture

JUNE 27, 2023

The economy wasn’t as dependent on the equity markets as necessarily as it is today, as we saw post ’08. RITHOLTZ: Or the flash crash in 2010 and 2011. And the whole business aspect of raising money, compliance, I wish I had a better understanding of that because it’s just not your track record.

Math 143

Math Risk Management Management Marketing 143

Carson Wealth

APRIL 22, 2024

Geopolitical worries are high, but historically the impact of global events on stocks has been short-lived, especially if the economy is strong. While geopolitics is a near-term risk, three major themes for 2024 are worth watching: Data continues to support an overall positive outlook for the economy. That is above 3.5% We disagree.

Marketing 96

Marketing Marketing Economy Government 96