The Big Picture

APRIL 8, 2025

You’re there almost a decade, Lisa Shalett : So, and, and from 2012 to 2025, that’s a huge run. We have a very robust economy. And now here we are, and every couple of decades we have to go through these periods where there’s heat in the economy and inflation is one manifestation of the heat. 00:37:58 Right?

Asset Allocation 146

Asset Allocation Wealth Management Clients Assets 146

Abnormal Returns

JUNE 17, 2025

papers.ssrn.com) Economy National home builder confidence fell to one of its lowest levels since 2012. (wsj.com) Why no on uses corporate wellness programs. fastcompany.com) People need to be nudged to engage in salary negotiations. calculatedriskblog.com) Tariff front running is washing out of the economic numbers.

Advertising 162

Advertising Media Economy Banking 162

The Big Picture

APRIL 21, 2025

Wall Street Journal ) but see Amazon Is Better Prepared for the Trade War Than Investors Think : The companys size and global reach give it muscles to flex even in a sour economy ( Wall Street Journal ) Bonds Are a Good Bet Again. Where to Find Yields of 6% or More. I just work, he said.(

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License Portfolio Retail Financial Advisor 147

The Big Picture

FEBRUARY 17, 2025

00:12:42 [Speaker Changed] Yeah, so I joined in August, 2009, and I left to join Hawaiian Bernstein in late 2012. Do we invest in emerging market countries because their economies are growing? ’cause I wanna put it into context of what was going on in the US at the time. Which really raises an interesting question.

Investing 146

Investing Investments Economics Marketing 146

Calculated Risk

JANUARY 10, 2024

2) Employment: Through November 2023, the economy added 2.6 Or will the economy lose jobs? The bad news - for job growth - is that a combination of a slowing economy, demographics and a labor market near full employment suggests fewer jobs will be added in 2024. Or will the economy lose jobs? million jobs in 2023.

Economy 298

Economy Manufacturing Economics Sales 298

Calculated Risk

JANUARY 13, 2023

1) Economic growth: Economic growth was probably close to 1% in 2022 as the economy slowed following the economic rebound in 2021. How much will the economy grow in 2023? Defaulting on the debt with an already weak economy will likely push the economy into recession. Or will the economy lose jobs? 2008 0.1% -2.5%

Economy 278

Economy Sales Economics Investments 278

Abnormal Returns

APRIL 24, 2024

peaked in 2012. bloomberg.com) Economy The housing and manufacturing sectors are both range-bound. Banking The number of bank branches in the U.S. sherwood.news) Where SVB's business stands as JP Morgan ($JPM) looks to make inroads. bloomberg.com) ETFs Where active ETFs are growing fastest.

Financial Advising 275

Financial Advising Manufacturing Media Economy 275

Calculated Risk

JANUARY 10, 2024

How much will the economy grow in 2024? A year ago, I argued that "the economy will avoid recession" in 2023, even though some key indicators suggested a possible recession, the FOMC was forecasting an employment recession, and many Wall Street analysts were forecasting an economic recession. Or will the economy lose jobs?

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Economy Sales Economics Investments 200

The Big Picture

AUGUST 17, 2022

Top 10 Investor Errors: Excess Fees (June 30, 2012). Dangerous for economy. Previously : Don’t Blame Morningstar for Our Own Shortcomings (October 26, 2017). Passive investing is: Marxist. Devouring capitalism. Reached a mania. Lobotomized investing. Poses a frightening systemic risk. Bubble waiting to burst. Leads to Monopolies.

Taxes 333

Taxes Portfolio Management Investments 333

Abnormal Returns

AUGUST 17, 2023

nytimes.com) The global economy looks a lot different than it did pre-pandemic. thewalrus.ca) What the heck happened in 2012? (propublica.org) How do bad doctors stay on the job for so long after issues are identified? propublica.org) Longreads The energy transition in the U.S. is well under way. theintrinsicperspective.com)

Medicine 244

Medicine Electronics Retail Education 244

Calculated Risk

DECEMBER 1, 2022

Regarding the overall economy, this figure indicates expansion for the 30th month in a row after contraction in April and May 2020. Except for last month, the Supplier Deliveries Index hasn’t been at this level since February 2012 (47 percent). Fiore, CPSM, C.P.M., percentage points lower than the 50.2 percent recorded in October.

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Manufacturing Economy Economics Management 263

Mish Talk

DECEMBER 1, 2022

Panelists’ companies continue to judiciously manage hiring, other than October 2022, the month-over-month supplier delivery performance was the best since February 2012, when it registered 47 percent and material lead times declined approximately 9 percent from the prior month, approximately 18 percent over the last four months. percent is 0.4

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Manufacturing Business Planning Management Economy 222

Mish Talk

DECEMBER 1, 2022

The index year is 2012. Also note that the US Composite PMI Suggests the Economy is On the Verge of Recession Add a huge inventory problem to this toxic mix. Real, inflation-adjusted inventory data from the BEA via St. Louis Fed, chart by Mish. The chart shows "real" inflation-adjusted inventories.

Manufacturing 208

Manufacturing Retail Economy Economics 208

The Big Picture

MARCH 10, 2023

The FOMC seems a little panicky; the result is the Fed is breaking things throughout the economy. What we got instead was a spike in inflation that was initially ignored, and then belatedly overcompensated for. The Federal Reserve has become the bear in the China shop. There are many errors Jerome Powell & Co.

Banking 342

Banking Assets Management Economy 342

Brown Advisory

SEPTEMBER 1, 2012

The Advisory | September 2012. Sat, 09/01/2012 - 11:43. which should give the economy a longer-term boost. Manufacturing companies are setting up high-value factories in the U.S.,

Manufacturing 52

Manufacturing Economy 52

The Big Picture

JULY 12, 2023

They also offer a suite of premium analytic mapping tools that cover: Over/Under Valued %, Value/Income Ratio, House Payment as % of Median Income, % Crash from 2007-2012, Shadow Inventory %, Cap Rate, Buy vs Rent Calculator %, Rent as a % of Income. September 1, 2022) The Post-Normal Economy (January 7, 2022) What Recession?

Sales 245

Sales Economy Taxes Marketing 245

Trade Brains

DECEMBER 28, 2023

However, there are many other lesser-known indicators that can actually provide valuable insights and are helpful for the economy. Back in the autumn of 2001, he noticed that when the US economy was struggling due to the recession, lipstick sales were actually going up instead of down. Keep reading to find out what they are!

Economy 64

Economy Economics Sales Government 64

Walkner Condon Financial Advisors

JANUARY 30, 2024

One definition , according to a speech delivered by Tom Barkin, the President of the Federal Reserve Bank of Richmond, is “where inflation completes its journey back to normal levels while the economy stays healthy”. One might then wonder 1) what are normal inflation levels and 2) what defines a healthy economy. during this period.

Economy 75

Economy Financial Advisor Banking Economics 75

The Big Picture

OCTOBER 27, 2023

For the decade1 from 2012 to 2022, 10-year Treasuries yielded less than 3% and averaged closer to 2%. The key takeaways were this fiscal spending will stimulate the economy, but higher interest rates will eventually pressure household spending and corporate earnings, and that is why you should lower your return expectations for equities.

Portfolio 146

Portfolio Government Wealth Management Clients 146

Nationwide Financial

APRIL 24, 2023

It signals a hard landing ahead for the broad economy. The staying power in the equity market reflects investors’ overly optimistic views of the economy, corporate earnings, and of the Fed cutting interest rates by year-end to forestall a hard economic landing. Key Takeaways: What we learned last week: (pg. from a year ago.

Economics 52

Economics Economy Sales Food 52

Carson Wealth

APRIL 1, 2024

Looking more closely at the data above, we noticed only 1976 and 2012 were election years and the market returned 4.6% 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. and 1.3%, respectively. Could stocks fall in April? While our U.S.

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Marketing Marketing Economy Economics 97

Investing Caffeine

MAY 2, 2022

Although I have noted some of the key headwinds the economy faces above, it is worth noting that current corporate profits remain at/near all-time record highs (see chart below) and the 3.6% As Albert Einstein stated, “In the middle of every difficulty lies an opportunity.”.

Economy 59

Economy Electronics CFP Government 59

Carson Wealth

APRIL 8, 2024

economy continues to look solid, with markets rallying Friday after a stronger-than-expected jobs report. This is only the eighth time that has ever happened and the first time since the first quarter of 2012 (also an election year). economy, and the job market is leading the way. on average.

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Marketing Marketing Valuation Economy 96

Validea

OCTOBER 5, 2022

12/31/2012 2.0% 12/31/2012 29.8% 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

Trade Brains

SEPTEMBER 12, 2023

2012 – Flash Crash In 2012, there was a sudden and sharp drop in the Nifty index caused by mistaken trades involving 59 leading stocks on Friday morning. Despite high inflation, rising interest rates, expensive crude oil, erratic monsoons, and global slowdowns, the Indian economy has remained resilient.

Numbers 59

Numbers Economy Economics Government 59

The Big Picture

APRIL 18, 2023

Even when you read that announcement from — that was 2012 — RITHOLTZ: 2012. BARATTA: — we’re probably three times the size as we were in 2012. BARATTA: Wind, solar, electrifying the economy, getting off of oil and gas, and it’s all kinds of companies engaged. RITHOLTZ: Right.

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Assets Investments Investing Valuation 159

Dear Mr. Market

SEPTEMBER 10, 2022

As the next election looms, however, the focus always centers on the economy in order to get re-elected. The chart above is a bit dated and only takes into account years up until 2012. As a result, the stock market historically gains the most value during this stretch.

Accounting 59

Accounting Economy Economics Marketing 59

Brown Advisory

DECEMBER 2, 2015

Turbulence in various stock markets will probably persist in 2016 as global growth slows because of weakness in emerging economies including China, a leading engine for the world economy during the past decade. From 2012 until 2014, the MSCI All Country World Index annually rose by an average of 14.1%. 2 economy, grew 7.3%

Economy 52

Economy Taxes Clients Assets 52

Trade Brains

OCTOBER 2, 2024

The Indian IPO market saw significant growth in 2023, reflecting the country’s expanding economy and increasing business opportunities. Notable milestones include the introduction of book building in 1999 and the launch of SME platforms in 2012, which have democratized access to capital markets for smaller companies.

Transportation 52

Transportation Economics Banking Retail 52

Trade Brains

OCTOBER 2, 2024

The Indian IPO market saw significant growth in 2023, reflecting the country’s expanding economy and increasing business opportunities. Notable milestones include the introduction of book building in 1999 and the launch of SME platforms in 2012, which have democratized access to capital markets for smaller companies.

Transportation 52

Transportation Economics Banking Retail 52

Nationwide Financial

AUGUST 31, 2022

annual gain in May, almost double the rate in 2012 when the housing market rebounded from the Global Financial Crisis. Due to a myriad of reasons, the rapid price appreciation of the housing market has been astounding. For example, the latest S&P CoreLogic Case-Shiller National Home Price Index recorded a 19.7%

Sales 59

Sales Banking Marketing Marketing 59

Good Financial Cents

AUGUST 4, 2022

Recessions are an economy in decline, resulting in lower revenues and profits for most companies. While there certainly are no stocks that are guaranteed to continue rising during a recession, there are some that have a history of at least holding their own even in the worst economies. In an absolute sense, the general answer is no.

Healthcare 69

Healthcare Marketing Marketing Portfolio 69

Trade Brains

JANUARY 29, 2024

As the economy grows, electricity consumption is projected to reach 15,280 TWh in 2040 from 4,926 TWh in 2012. Power generation from solar and wind projects is likely to be cost-competitive relative to thermal power generation in India in 2025–2030. Most of the demand will come from the real estate and transport sectors.

Planning 111

Planning Government Accounting Transportation 111

Walkner Condon Financial Advisors

JANUARY 26, 2024

Conversely, we just finished another 10-year stretch from 2012-2021 where the 30-year mortgage rate average spent the majority of time floating between 3%-5%. FORECAST FOR 2024 We feel that the real estate market will be greatly influenced by the economic developments of 2024, especially if the US economy does enter recession.

Marketing 74

Marketing Marketing Economics Financial Advisor 74

Yardley Wealth Management

SEPTEMBER 14, 2022

2020: COVID-19 shuts down economies worldwide. 2012: The U.S. 2012: The U.S. Civil unrest rides high across a gamut of socioeconomic concerns, and a divisive U.S. presidential election looms large. 2018: Two U.S. government shutdowns occur—in January and again at year-end, with the latter lasting more than a month.

Investing 52

Investing Investments Wealth Management Government 52

Trade Brains

SEPTEMBER 6, 2023

EMS IPO Review – About The Company EMS Limited previously known as EMS Infracon, incorporated in 2012, is engaged in the business of providing water and wastewater collection, treatment, and disposal services. Roads and Highway Industry The development of highways, bridges, airports, and railroads is essential to the economy of the nation.

Engineering 59

Engineering Government Budgeting Transportation 59

Brown Advisory

SEPTEMBER 3, 2015

But recent turbulence in the world’s second-largest economy indicates that Xi’s dream may be a bit deferred. The economies of India and the ASEAN-5 (Indonesia, Malaysia, the Philippines, Thailand and Vietnam) entered the second half of 2015 with robust growth. 1, 1979, until Dec. 31, 2014, suggests that his goal is not just fantasy.

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Insurance Portfolio Management Clients Government 52