Remove 2012 Remove Economy Remove Financial Services
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Market Commentary: Strong Jobs Report Gets the “Good News Is Bad News” Treatment

Carson Wealth

Good news can be bad news in the short run, but a solid economy usually becomes good news again once we get past the initial market reaction. If the underlying economy is sound, pullbacks like this can actually be a positive for the longer-term health of the market. The economy created over 2 million jobs in 2024, down from 2.4

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Market Commentary: Swift Election Results Boost Investors’ Confidence

Carson Wealth

It is the most for a Republican President since 1988, but it trails the 365 (2008) and 332 (2012) President Obama won in his two elections. How the economy is doing, Fed policy, inflation, valuations and overall market trends potentially matter much more. The services sector (which makes up more than 60% of our economy) is very strong.

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Market Commentary: S&P 500 Makes a New All-Time High, and a Look at Housing

Carson Wealth

The Case-Shiller National home price index declined by a cumulative 26% between 2007 and 2012—it’s unlikely we see anything of that magnitude in this cycle. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

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Market Commentary: Why You Shouldn’t Fear New Highs

Carson Wealth

You see, new highs happen in clusters that can last a decade plus, but the flipside is many years can also occur without any new highs, like when we saw a total of 13 new all-time highs in the 12 calendar years from 2000 through 2012. But there’s weakness in the economy, especially income growth. Policy rates would’ve been in the 3.75–4.0%

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Market Commentary: Strong Starts to the Year Are Usually Bullish for Stocks

Carson Wealth

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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Market Commentary: Checking In on Market Fundamentals

Carson Wealth

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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Resilience is Core to Sustainable Portfolio Construction

Brown Advisory

waste services company Waste Connections and British pest-control firm Rentokil Initial are traditionally defensive businesses that typically benefit from local economies of scale in distribution, which can be incredibly hard for smaller players to compete with. FCF yield calculations presented use NTM and exclude financial services.