Carson Wealth

NOVEMBER 18, 2024

Lastly, no year has ended with 51 new highs, but we had 53 in both 1961 and 2014, suggesting more new highs are likely this year with about six weeks still left to go. As we wrote back then, the Fed is essentially putting a cap (to the degree it’s in their control) on the unemployment rate, or rather, a floor under the economy.

Marketing

The Big Picture

APRIL 24, 2025

At the other end of the spectrum are things like global trade — large complex interrelated economies, driven by everything from policy to consumer sentiment, geography, innovation, employment, inflation, natural resources, etc. Sure, you can swim, paddle board or jetski to and from, but not with the entire fam.

Economy

Trade Brains

JULY 7, 2025

Razorpay – Fintech Founded in 2014, Razorpay has enabled digital payments, payroll services and banking for 10M + businesses. Swiggy – Food & Quick Commerce (Established 2014). Now available in 500+ cities, Swiggy’s AI-enabled operations and customer obsession are helping it define India’s digital consumption economy.

Startup

The Better Letter

MARCH 18, 2025

In 2014, one bracket was alive through 34 games. UConn won the national championship as a seven in 2014. NARRATOR: “Next time you are tempted to make a market prediction, you might recall that the global economy has a few more than 52 variables.” That was about a one-in-five-million level of success.

Numbers

Trade Brains

JULY 27, 2025

Economic Pull Agglomeration economies: Any 10% increment in the population of a city can increase the productivity by 2-4 % due to knowledge spill-over (urban elasticity model of World Bank). The policies revolving around FDI actively direct capital flow into well defined corridors, which tend to attract job-seekers.

Education

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

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

The Big Picture

JUNE 17, 2024

These reflect the economic dominance of one specific part of the economy or another for very long periods of time. You might be surprised at the findings. As the chart above shows, there are long periods of market concentration.

Marketing

The Big Picture

OCTOBER 18, 2022

Sure, RRE/CRE is a huge part of the economy, so its health is always important. But for the purposes of our discussion about the state of the economy and rising interest rates, Real Estate is where the rubber meets the road. Rising Fed Funds Rates make capital and credit more expensive; the calculus around both debt and equity shifts.

Budgeting

Calculated Risk

APRIL 13, 2023

There will be plenty of "gray hairs" walking around in 2030, but the key for the economy is the population in the prime working age group is now increasing. As I noted in 2014, this was positive for apartments, and more recently positive for housing. And this is a positive for the economy.

Economy

The Big Picture

SEPTEMBER 29, 2023

economy in the next quarter, according to the Survey of Professional Forecasters (SPF) conducted by the Federal Reserve Bank of Philadelphia. Kidding aside, Tim Harford reminds us that “In 2008, the consensus from forecasters was that not a single economy would fall into recession in 2009.” ” Why? .”

Economy

Calculated Risk

JANUARY 19, 2023

This was written in 2014, but I never published it! But for the economy and policy, short memories are a negative. And once again the riches will flow, until the economy suffers. A short comment on "short memories". Voters have "short memories". Sometimes "short memories" are good.

Budgeting

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?

Economy

The Big Picture

DECEMBER 8, 2023

[Don’t have one] (August 2nd, 2013) NFP: Pay No Attention to the Statistician Behind the Curtains (January 10, 2014) Don’t Suffer From Denominator Blindness (October 14, 2015) _ 1: All Employees: Total Nonfarm, commonly known as Total Nonfarm Payroll, is a measure of the number of U.S.

Numbers

Calculated Risk

JANUARY 11, 2023

“Mortgage rates declined last week as markets reacted to data showing a weakening economy and slowing wage growth. All loan types in the survey saw a decline in rates, with the 30-year fixed rate falling to 6.42

Government

Calculated Risk

AUGUST 9, 2022

This was an out-of-the-consensus call and helped me call the bottom for the US economy in mid-2009. I wrote an update in 2014 , and argued vehicle sales would "mostly move sideways" for the next few years. Here is another update to the U.S. fleet turnover graph. This graph shows the total number of registered vehicles in the U.S.

Sales

The Big Picture

MAY 16, 2023

These urban centers have become a class of their own — “superstar cities” — with outsized impact on the American economy fueled by the clustering of workers with degrees. ( PC Magazine ) • This New Airline Is Raising the Bar, From First Class to Economy : Starlux has officially begun flying in the US. Let’s hope we’re ready. (

Economy

The Big Picture

JULY 13, 2023

:” The FOMC rate increases and other Fed policy actions are felt in the broader economy eventually. But that seems longish in a modern economy that runs on credit. After the GFC, the economy was sluggish and ZIRP/QE had driven rates near zero, 2% was a reasonable upside target. Exactly how long it takes is the subject of debate.

Economy

The Big Picture

NOVEMBER 21, 2022

Inflation matters but so too does the overall economy — the unemployment rate, wage gains, and fiscal stimulus during the pandemic. 46, October 2014). Less Important : The rise of inflation as issue #1 in surveys? The election results strongly suggest that this was incorrect. 2 to 1 Unemployment to Inflation ( Oswald ).

Economics

Brown Advisory

SEPTEMBER 13, 2023

The Equity Beat: Can the Swift Economy Remain on Stage? No less an authority on the economy than the Federal Reserve stated, “May was the strongest month for hotel revenue in Philadelphia since the onset of the pandemic, in large part due to an influx of guests for the Taylor Swift concerts in the city.” economy afloat this summer!

Economy

The Big Picture

SEPTEMBER 20, 2023

I find these to be useful models but must constantly remind myself that they are merely rough approximations of the BEA GDP , which itself is a rough approximation of the US economy. Higgins Federal Reserve Bank of Atlanta, July 1, 2014 1.

Banking

Abnormal Returns

NOVEMBER 10, 2022

Gox disappeared overnight in 2014." washingtonpost.com) Economy High inflation at this point is primarily a function of housing. (fortunesandfrictions.com) What lessons are investors going to take away from 2022? axios.com) The FTX empire is complicated to say the least. frontofficesports.com) How FTX will affect Web3.

Investing

The Big Picture

JANUARY 13, 2024

dollar, it would reshape the global economy and geopolitical landscape. Finance in 2023 The Periodic Table of Commodity Returns (2014-2023) Source: Visual Capitalist Sign up for our reads-only mailing list here. ~~~ I am still on book leave! Perhaps we’ve all just become economic snowflakes?

Portfolio Management

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. At the end of 2014, China held about a fifth of the foreign share.

Marketing

The Big Picture

MARCH 9, 2023

In this space, Hedge funds lag finance, which in turn lags the broader economy. Women are under-represented in the finance industry in general, but it has been improving (albeit slowly).

Wealth Management

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. But this was not because the productive capacity of the economy expanded.

Marketing

Brown Advisory

JUNE 23, 2016

NOW 2016 | Energy, Money and the New World Economy achen Thu, 06/23/2016 - 10:27 The benefits to the U.S. economy since 2008. Yergin is one of the most soughtafter thought leaders on the interplay of energy, international politics and the global economy. from its “revolution” in shale oil production have been far-reaching.

Economy

Brown Advisory

JUNE 23, 2016

NOW 2016 | Energy, Money and the New World Economy. economy since 2008. Yergin is one of the most soughtafter thought leaders on the interplay of energy, international politics and the global economy. For several years, prices hovered around $100 a barrel until the OPEC meeting in November 2014. Thu, 06/23/2016 - 10:27.

Economy

Advisor Perspectives

NOVEMBER 3, 2023

The US economy just enjoyed its strongest quarterly growth outside of the pandemic era since 2014, expanding at a 4.9% annualized rate in the three months ended Sept.

Economy

Brown Advisory

AUGUST 24, 2023

Mick joins the podcast at an especially timely moment. Many investors and pundits continue to focus their attention on the “Magnificent Seven” tech stocks that have dominated the U.S. market for several years, but there are a large number of significant geopolitical and regional matters that are impacting investments all over the globe.

Economy

Brown Advisory

AUGUST 24, 2023

Mick joins the podcast at an especially timely moment. Many investors and pundits continue to focus their attention on the “Magnificent Seven” tech stocks that have dominated the U.S. market for several years, but there are a large number of significant geopolitical and regional matters that are impacting investments all over the globe.

Economy

Brown Advisory

APRIL 21, 2023

But we never forget that we manage diversified portfolios, and those portfolios are indeed affected by macro factors; inflation, interest rates, bank liquidity and other issues facing the economy will of course influence the prospects of the companies we hold in our strategies.

Portfolio Management

Trade Brains

SEPTEMBER 26, 2024

It was named Indian Exchange of the Year for 2014 by Futures & Options World. The exchange also received the CII EXIM Bank Excellence Prize in 2014 and 2016. Other honors include the IMC Ramkrishna Bajaj National Quality Certificate of Merit for 2014.

Compliance

Trade Brains

SEPTEMBER 12, 2023

2014 – Modi’s Election Victory The markets continued to rally in 2014 buoyed by a thumping victory for the BJP in the elections and Prime Minister Narendra Modi taking over the reins. On September 1, 2014, the Nifty touched 8,000. On September 1, 2014, the Nifty touched 8,000. The post Nifty 50 hits 20,000!

Numbers

Carson Wealth

FEBRUARY 12, 2024

But now we have a healthy economy, well-contained inflation, a Federal Reserve set to cut rates, improving productivity, record earnings, and stocks at all-time highs. As we wrote in our 2024 Outlook, “Seeing Eye to Eye” ( download here ), productivity growth is a game-changer for the economy. equities in particular.

Marketing

Carson Wealth

JULY 8, 2024

The economy added 206,000 jobs in June, ahead of expectations of 190,000. Fortunately, the doers drive the economy; the thinkers only report on it. The economy created 206,000 jobs last month, above expectations for a 190,000 increase. and matches what we saw all the way back in 2014. Doers are optimists.

Marketing

Trade Brains

SEPTEMBER 22, 2023

Before the May 2014 election, the Sensex went up by 16.6% A weak coalition will mean that it’s hard to predict how the economy will grow. Before the 2014 general elections in India, the stock market was doing pretty well. in one month and 20.6% in one year. How Markets Performed During Past Elections?

Marketing