James Hendries

DECEMBER 4, 2022

Economic and corporate data support the initial strong reads on holiday retail sales despite the macro headwinds, reinforcing the idea that today’s consumer is in a better position than usual at this point in the business cycle. The most recent read from October 2022 came in at 6.5%, above the long-term trend.

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James Hendries

JULY 13, 2022

Dear Valued Investor, As the calendar has turned to July, investors would certainly like to forget the first six months of 2022. real GDP growth to be around 2% in 2022. This may come to pass, especially if a recession can be averted in 2022 as we expect. Insurance products are offered through LPL or its licensed affiliates.

Clients 52

Clients Investment Advisor Economy License 52

James Hendries

NOVEMBER 15, 2022

The growth vs. value debate has been pretty one-sided in 2022, with value outperforming growth for a sustained period for the first time in almost 15 years. Value vs. Growth – Value Takes 2022. The LPL Research STAAC continues to favor a tilt toward value from an asset allocation perspective. large cap S&P 500 Index.

Marketing 52

Marketing Marketing Asset Allocation Valuation 52

James Hendries

JANUARY 13, 2023

Here are some of our lessons learned from 2022. Lessons learned: Economic forecasts The Fed’s bark was as bad as its bite! One of the lessons learned in 2022 was to never underestimate our central bank’s resolve to squelch inflation. At the start of 2022, markets expected the upper bound of the fed funds rate to stay below 1%.

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Marketing Marketing Valuation Asset Allocation 52

James Hendries

OCTOBER 25, 2022

The National Bureau of Economic Research (NBER) is the official arbiter of U.S. business cycles, and they consider a wide range of economic indicators other than just the quarterly GDP metric. Depth refers to declining economic activity that is more than a relatively small change. The following paragraph explains one of them.

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Marketing Marketing Economics Economy 52

James Hendries

AUGUST 30, 2022

Still, corporate America delivered the type of upside investors have grown accustomed to in much easier economic environments. Estimated profit margins for the second half of 2022 did indeed come down as companies reported, but not dramatically so. Figure 2 shows how resilient 2022 earnings estimates have been. The numbers.

Marketing 52

Marketing Marketing Valuation Economics 52

James Hendries

AUGUST 23, 2022

At this rate, home sales will likely continue to slow and residential investment could turn out to be a drag on Q3 economic growth. Any economic forecasts set forth may not develop as predicted and are subject to change. References to markets, asset classes, and sectors are generally regarding the corresponding market index.

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Marketing Marketing Sales Economy 98

James Hendries

JULY 21, 2022

We may not be flying into a storm, but there’s been plenty of volatility the first part of 2022. How businesses, households, and central banks steer through the rough air will set the tone for markets over the second half of 2022. This week’s commentary includes excerpts from Midyear Outlook 2022: Navigating Turbulence.

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Management Marketing Marketing Valuation 52

James Hendries

SEPTEMBER 8, 2022

The market rebound and overall bullish sentiment began in earnest when Federal Reserve (Fed) Chairman Jerome Powell suggested at the late July Fed meeting that the trajectory of interest rate hikes could ease later in 2022. Any economic forecasts set forth may not develop as predicted and are subject to change.

Clients 52

Clients Investment Advisor License Economics 52

James Hendries

JULY 13, 2022

Increased equity exposure in tactical asset allocation from 62% to 65%. Although energy prices came down some, weakening economic data and the lack of a cease-fire in Ukraine offset the modest gas price relief. Any economic forecasts set forth may not develop as predicted and are subject to change. Volatility remains elevated.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

James Hendries

AUGUST 15, 2022

due to expectations of slowing economic growth. The Strategic and Tactical Asset Allocation Committee (STAAC) made no changes to its recommended asset allocation for August. Any economic forecasts set forth may not develop as predicted and are subject to change. We could see a retest of 3.5% over the next few months.

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Portfolio Asset Allocation Taxes Investment Advisor 52

James Hendries

OCTOBER 11, 2022

In addition, a major structural re-organization is in the planning stages that will involve sales of assets and spinning off parts of the international business. The British pound had been weakening for some time amid a backdrop of dollar strength and a poor economic outlook as the U.K. billion of debt securities.

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James Hendries

OCTOBER 4, 2022

Given the country’s weak economy, due in large part to stringent zero-COVID-19 measures that have led to strict and prolonged lockdowns, coupled with a debt-laden property market, authorities in Beijing and throughout the Chinese provinces will need to focus on reviving the country’s economic underpinning. from an earlier forecast of 5%.

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Marketing Marketing Economy Economics 52

James Hendries

AUGUST 15, 2022

The rule of thumb is two quarters of negative GDP defines a recession, but the official definition by the National Bureau of Economic Research is broader than that. Estimates for the second half of 2022 and 2023 have come down as expected, but with expectations so low, stocks generally rallied on results even as estimate were cut.

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James Hendries

SEPTEMBER 13, 2022

Likewise, during periods of economic slowdown, temporary workers are typically the first to get the notorious pink slip. One risk is the high number of workers in temporary help services since these jobs often are the first to go during times of economic uncertainty. Earnings Recap: Still Hanging In There – August 29, 2022.

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Marketing Marketing Economy Valuation 52

James Hendries

OCTOBER 7, 2022

in September, temporarily breaking below the June 2022 closing low. The Strategic and Tactical Asset Allocation Committee (STAAC) upgraded its view of duration to neutral. Any economic forecasts set forth may not develop as predicted and are subject to change. currency crisis also contributed to a tough month for stocks.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

James Hendries

SEPTEMBER 7, 2022

The difficult 2022 for stocks may not get much easier because as we now wait for better news on the inflation front, we have to contend with a seasonally weak month of September. Still, we could see potential upside for stocks over the balance of 2022. What’s Next? – August 22, 2022. Technical analysis perspective.

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Marketing Marketing Valuation Insurance 52

James Hendries

OCTOBER 18, 2022

The challenges are many, with intense cost pressures and slowing economic growth at the top of the list. These headwinds include slower economic growth, cost pressures amid high inflation, ongoing supply chain issues, geopolitical instability in Europe and Asia, and significant currency drag from a very strong U.S. Numerous Headwinds.

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Marketing Marketing Valuation Economics 52

James Hendries

NOVEMBER 1, 2022

With a series of important economic indicators suggesting the economy is declining and inflation is finally decelerating, albeit very slowly, markets are beginning to factor in that the Fed may soon transition to a less aggressive stance in early 2023. You may also be interested in: Three Things to Know About Recessions – October 24, 2022.

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Marketing Marketing Manufacturing Economy 52

James Hendries

AUGUST 15, 2022

Market strategists and pundits make the relationship between recessions and the stock market seem binary, but each economic contraction is different and has different effects on earnings. First, keep in mind that stocks tend to look forward by four to six months and can provide warnings of changing economic conditions. Conclusion.

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Marketing Marketing Economy Valuation 52

James Hendries

NOVEMBER 22, 2022

Recent wholesale inflation tells a similar story of a peak in pricing pressures, which has been the expectation of the Strategic and Tactical Asset Allocation Committee (STAAC) at LPL Research. You may also be interested in: Inflation and Rising Rates Supports Value – November 14, 2022. IMPORTANT DISCLOSURES.

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James Hendries

NOVEMBER 8, 2022

These runoffs do happen: In 2022 both Georgia Senate seats went to a runoff, as did Georgia Senate election in 1992 and 2008. Policy itself can be difficult to forecast, and economic factors often overwhelm the impact on markets. But as seen in the energy example above, larger economic forces tend to be more meaningful.

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James Hendries

NOVEMBER 15, 2022

The Strategic and Tactical Asset Allocation Committee’s (STAAC) S&P 500 year-end fair value target of 4,000-4,100 is based on a price-to-earnings ratio of 17.5 Any economic forecasts set forth may not develop as predicted and are subject to change. Insurance products are offered through LPL or its licensed affiliates.

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Portfolio Taxes Government Investment Advisor 52

James Hendries

SEPTEMBER 20, 2022

economic growth. More specifically, it reflects how the Fed intends to stimulate or slow economic growth by cutting or raising its policy rate. This is referred to as an inverted yield curve, which has been a pretty reliable predictor of economic recessions. 2022 will go down as the worst year for bonds ever.

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Marketing Marketing Economy Economics 52

James Hendries

SEPTEMBER 8, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) downgraded its view of emerging market (EM) equities in August. Any economic forecasts set forth may not develop as predicted and are subject to change. Insurance products are offered through LPL or its licensed affiliates.

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Portfolio Taxes Investment Advisor Asset Allocation 52

James Hendries

JULY 6, 2022

trillion more in checkable deposits on March 31, 2022 than at the end of 2019 before the pandemic. Money market assets are also nearly $1 trillion above December 2019 levels. as of March 31, 2022, below the pre-pandemic lows going back to 1980. Also, consider there are over 11 million job openings in the U.S.

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Marketing Marketing Valuation Economy 52

James Hendries

JULY 26, 2022

And third, import prices have moderated since the beginning of 2022 and as import prices slow, we expect consumer prices to eventually reflect the slowdown in import prices. The year 2022 started out with import prices rising very quickly on a monthly basis. Insurance products are offered through LPL or its licensed affiliates.

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Marketing Marketing Manufacturing Insurance 52

James Hendries

AUGUST 15, 2022

The index rallied 11% in March 2022 before turning lower again. We maintain our year-end 2022 fair value S&P 500 target range of 4,300-4,400 with upside above that range in a soft landing scenario. Any economic forecasts set forth may not develop as predicted and are subject to change. on average). IMPORTANT DISCLOSURES.

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Marketing Marketing Economy Valuation 52

James Hendries

MARCH 6, 2023

Economic activity does not stop like an airplane eventually does, but rather the economy will settle into a steady state where growth is consistent with factors such as population and productivity. Perhaps that was not the first time market watchers used the term, but the conversations at the Economic Club of New York were prescient.

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Marketing Marketing Economy Economics 52

Trade Brains

JUNE 11, 2023

The company has financially outperformed the preceding years with a whooping increase in profit of 13.12% from 40.76% in FY 2021-22 to 46.11% in FY 2022-23. There is an increase in the net profits in the past 5 years from Rs 2,386 crores in FY 2017-18 to Rs 4,734 in FY 2022-23. as of FY 2022-23. crores during FY 2021-22.

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Banking Government Financial Services Insurance 97

James Hendries

JUNE 26, 2023

However, the impending end of the Federal Reserve (Fed) rate-hiking campaign, and the economy’s and corporate America’s resilience, help make the bull case that steers LPL Research toward a neutral, rather than negative, equities view from a tactical asset allocation perspective. Investing involves risks including possible loss of principal.

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Marketing Marketing Asset Allocation Valuation 52

Trade Brains

NOVEMBER 12, 2023

However, the main case is that FPIs buy when there is an opportunity and sell when there is an economic downturn, and tightening interest rates causes prices to be more volatile. Because of the Banking Regulations Act’s restriction on paying dividends, if it has any intangible assets on its balance sheet, the goodwill is written off.

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Banking Retail Accounting Government 59

Sara Grillo

MARCH 13, 2023

But in 2022, stocks and bonds went down together and displayed high correlation, suggesting a failure of modern portfolio theory. Alternative asset classes, physical gold, different realms of fixed income, ETFs that use options strategies for downside protection, and other innovative ETFs may become more popular. from the seller.

Financial Advisor 59

Financial Advisor Assets Management License 59

James Hendries

JANUARY 20, 2023

These headwinds—clearly not new news—include slower global economic growth, cost pressures from still-elevated inflation, ongoing supply chain issues, currency drag from a stronger U.S. Even the economic pressures have eased some, with fourth quarter U.S. gross domestic product (GDP) likely to exceed the 1.2% And don’t forget the U.S.

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Marketing Marketing Economy Economics 52

Sara Grillo

APRIL 10, 2023

There is no underlying asset that drives the value. It’s not an asset so why would you hold it? But to own crypto… Wright: Is gold an asset? Wright argues that we could diminish any asset that way, even stock certificates. FTX custodied everyone’s assets. “It’s just basically nothing.”

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Investing Investments CFP Financial Advisor 52

ClearMoney

FEBRUARY 22, 2022

—Gwynn Guilford, Wall Street Journal , January 13, 2022. Harriett Torry and Anthony DeBarros, Wall Street Journal , January 18, 2022. Gunjan Banerji and Peter Santilli, Wall Street Journal , January 18, 2022. Gunjan Banerji and Will Horner, Wall Street Journal , January 26, 2022.

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Asset Allocation Commission Portfolio Assets 52

Trade Brains

MAY 6, 2023

in February 2022, before getting delisted from the bourses. From 2017 to 2022 the company almost 90% of its stock price. Over a span of 5 years between 2017-2022, the company’s stock price fell by 94%, before getting delisted in March 2022. It has now come out of the Restructuring Scheme of 2022. 4,152 crore to Rs.

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Banking License Government Investing 52