Carson Wealth

NOVEMBER 13, 2023

ECONOMY The economy saw blockbuster productivity growth in the third quarter. ECONOMY: PRODUCTIVITY GROWTH COULD BE A GAME CHANGER Lost in all the consternation over a weak payroll report this month was robust productivity data, which was released earlier. annual pace, which is faster than the 2010-2019 pace of 1.2%.

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Carson Wealth

SEPTEMBER 11, 2023

Strong wage growth and lower inflation have helped the economy stay resilient. Why Has the Economy Stayed Resilient? A large part of the economy’s resilience has to do with a strong labor market that has surprised many economists and market-watchers. September can be a rough month for stocks, but it doesn’t have to be bad.

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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.

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Carson Wealth

DECEMBER 18, 2023

He once again emphasized that the risk of not doing enough to curb inflation was now balanced with the risk of holding rates too high for too long (and potentially breaking the economy in the process). Lower interest rates can have significant positive effects on the economy, including on mortgage rates.

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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.

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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.

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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.

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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.

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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.,

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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.

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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.

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The Big Picture

DECEMBER 6, 2022

And my answer was, “Hey, not everybody wants to buy a passive index around the satellite of a core portfolio or even just, hey, I have an idea, I think this is going to change the world.” We’re literally looking for structural shifts in the economy, think of robotics and artificial intelligence, cybersecurity, cloud computing.

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The Big Picture

SEPTEMBER 19, 2022

And from a public market, that sounds like it’s a compliance and conflict nightmare. We have a separate vehicle called the Opportunity Fund, where we sometimes write bigger checks into late-stage rounds in some of our portfolio companies, but not always. You guys approach it differently. RITHOLTZ: Fair.

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The Big Picture

JUNE 27, 2023

By the time you got to ’87, right, the futures were five years old, people thought there was going to be portfolio insurance, that there was going to be this massive, always liquidity that you could stay longer stocks and that you could sell futures against it. RITHOLTZ: Or the flash crash in 2010 and 2011.

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