Abnormal Returns

DECEMBER 18, 2022

pionline.com) The number of different ETF issuers in the U.S. etf.com) Books The five best economic history books of 2022 including "Slouching Towards Utopia: An Economic History of the Twentieth Century". fivebooks.com) The best fiction of 2022 including "Wolf Den" by Elodie Harper. by Brad DeLong.

Financial Advising 218

Financial Advising Economics Media Economy 218

The Big Picture

APRIL 27, 2023

We currently see none of the pre-recession warnings that are typical before economic contractions. Instead of most states showing expansion, before recessions, that will drop to 45, 40, then 35 before a recession begins; eventually, the number of expanding states then fall to 10, 5, or 0.

Economy 292

Economy Economics Banking Numbers 292

Abnormal Returns

DECEMBER 28, 2022

Lists 9 surprising things that happened in 2022 including 'The Federal Reserve opening pushed for the stock market to fall.' awealthofcommonsense.com) 4 mistakes from 2022 including the idea of more funds equaling more diversification. morningstar.com) 35 ideas from 2022 including 'Long term investing is hard.'

Financial Advising 204

Financial Advising Valuation Media Economy 204

The Big Picture

JULY 25, 2022

What I have instead are questions about what the rest of 2022 looks like, and how deep into 2023 any damage persists. Will the economic slowdown continue into 2023? Will the economic slowdown continue into 2023? It’s hard to extrapolate much worse than a modest economic contraction from where we are today.

Economy 343

Economy Economics Engineering Food 343

Mish Talk

DECEMBER 2, 2022

Payrolls vs Employment Since March 2022 Nonfarm Payrolls: +2,692,000 Employment Level: +12,000 Full Time Employment: -398,000 Employment fell by 138,000 in November. The number of working-age persons people not in the labor force rose by 359,000 in November and is back over 100 million. Change in Nonfarm Payrolls.

Manufacturing 327

Manufacturing Retirement Numbers Economics 327

Park Place Financial

NOVEMBER 29, 2022

Estates Estate Planning in this Economic Climate Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Between inflation, increasing interest rates, federal changes to monetary policies, and global conflict, many factors are putting a strain on the current economic situation. million per person in 2022 . 0 Comments.

Estate Planning 52

Estate Planning Economics Planning Financial Planner 52

The Big Picture

JUNE 22, 2023

Source: FRED Wealth disparities get ever more lopsided the higher up the economic strata you climb; there is more disparity with the top 1% than the top 10%, but the biggest spreads are at the top 0.1% (and above). Consider the chart at top, created by Invictus via FRED. Let’s Talk About the 0.01 Percent By Howard R.

Distribution 294

Distribution Assets Economics Numbers 294

Cornerstone Financial Advisory

NOVEMBER 14, 2022

A cooling inflation number ignited a powerful rally on Thursday, sending stocks to strong gains for the week. Both numbers were below market expectations of 0.6% A look behind the numbers shows that October’s 7.7% This Week: Key Economic Data. Index of Leading Economic Indicators. CNBC, November 10, 2022.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

DECEMBER 12, 2022

There was some good news last week on the economic front and out of China, which started to loosen COVID restrictions. But it was a week where good news was considered bad news, as any signs of economic resilience stoked worries of a longer rate-hike cycle. This Week: Key Economic Data. CNBC, December 9, 2022.

Marketing 59

Marketing Marketing Economics Taxes 59

Abnormal Returns

FEBRUARY 26, 2023

tker.co) A link to the 2022 Berkshire Hathaway ($BRK.A) institutionalinvestor.com) Amazon Amazon ($AMZN) is increasing the number of same-day shipping options. Sentencing Commission show judges rejected more than 80% of compassionate release requests filed from October 2019 through September 2022. annual shareholder report.

Ethics 202

Ethics License Financial Advising Startup 202

Nationwide Financial

JANUARY 3, 2023

economy appears to be in the late stage of expansion, with strong economic activity but labor and supply chains remain constrained. in November and a wide gap between the number of job openings and unemployed persons seeking work, roughly two-to-one, according to the most recent data release. in the medium term.

Economics 59

Economics Marketing Marketing Economy 59

Calculated Risk

JULY 7, 2023

The headline jobs number in the June employment report was at expectations, however, employment for the previous two months was revised down by 110,000, combined. YoY in March 2022 and was at 4.4% Year-over-year wage growth will likely slow further next month since wage growth was strong in July 2022. YoY in June.

Numbers 119

Numbers Economics Manufacturing 119

The Big Picture

SEPTEMBER 21, 2022

Consider : Questioning investors as to their risk tolerance does not typically result in an accurate description of their true tolerance for drawdowns and lower returns; instead, we get a number highly dependent upon the performance of equity markets over the prior three to six months. FRBNY, Center for Microeconomic Data (August 2022 Data).

Risk Tolerance 328

Risk Tolerance Budgeting Numbers Economics 328

Cornerstone Financial Advisory

JULY 11, 2022

In a holiday-shortened trading week, stocks rallied despite mixed economic data and vacillating energy prices and bond yields. Technology shares were the week’s big winners as investors appear to have turned to companies with earnings growth potential during a weakening economic environment. This Week: Key Economic Data.

Marketing 52

Marketing Marketing Taxes Economics 52

Nationwide Financial

JANUARY 30, 2023

Headline real GDP growth remained solid in the fourth quarter underpinning a rebound in the second half of 2022 that more than recovered the decline recorded in the first half of the year. Hear more in our podcast “GDP growth ended 2022 with an unhealthy mix (15 min)”. Key Takeaways: What we learned last week: (pg.

Economics 52

Economics Manufacturing Numbers Education 52

The Big Picture

AUGUST 1, 2023

Did the palpable panic in June/October 2022 lead to ill-advised sell(s)? Recall John Kenneth Galbraith’s observation: “The only function of economic forecasting is to make astrology look respectable.” Some folks who are more familiar with the numbers than I have suggested it will not be pretty. The reason?

Economics 246

Economics Valuation Marketing Marketing 246

Cornerstone Financial Advisory

SEPTEMBER 19, 2022

Instead, the elevated inflation number not only undercut those easing hopes but raised the possibility of a more significant rate hike. That number was well above the 5.9% This Week: Key Economic Data. Thursday: Index of Leading Economic Indicators. The Wall Street Journal, September 16, 2022. year-over-year.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

AUGUST 22, 2022

Despite the week’s losses, stocks exhibited resiliency in the face of a string of troubling economic news that included flat retail sales, weak housing numbers, an inversion in the yield curve, and tepid economic data out of China. This Week: Key Economic Data. The Wall Street Journal, August 19, 2022.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

NOVEMBER 28, 2022

Investor sentiment was also lifted by unexpectedly strong retailer earnings, upside surprises in new economic data, and a better-than-expected consumer sentiment reading. Investors looked past the continuing Covid-related challenges that have stymied China’s economic recovery and its attendant implications for global growth. .

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

NOVEMBER 21, 2022

The stock market edged lower last week as it digested a crosscurrent of conflicting economic data and contrasting comments from Fed officials. The economic picture, however, included some encouraging news as retail sales rose and producer price increases moderated. . This Week: Key Economic Data. CNBC, November 15, 2022.

Marketing 59

Marketing Marketing Taxes Economics 59

The Big Picture

JULY 27, 2022

I have detailed over the past decade or so the lagging nature of wages in America — deflationary in economic terms — and how that had begun to change in the late 2010s pre-pandemic. By any measure, we still have an enormous number of unfilled positions. Previously : Who Is to Blame for Inflation, 1-15 (June 28, 2022).

Medicine 325

Medicine Numbers Food Insurance 325

Cornerstone Financial Advisory

OCTOBER 10, 2022

Falling yields further lifted investor enthusiasm, as did new economic data indicating a cooling economy. In a sign of cooling, the number of open jobs in August fell 10%, while a subsequent report from Automated Data Processing (ADP) showed continued labor market strength. This Week: Key Economic Data. CNBC, October 3, 2022.

Marketing 59

Marketing Marketing Taxes Economics 59

The Big Picture

JANUARY 23, 2023

million employees, more than half of whom were hired in 2020-2022. I wanted to drop a quick note about the endless spate of layoff announcements — and why you should (mostly) ignore them. Amazon , now has 1.5 Google just fired 12,000 people; they hired 57,000 over the past two years. At least, not yet.

Economics 317

Economics Numbers Planning Investing 317

Cornerstone Financial Advisory

DECEMBER 5, 2022

And Job Numbers Cheer Markets. This Week: Key Economic Data. Source: Econoday, December 2, 2022 The Econoday economic calendar lists upcoming U.S. economic data releases (including key economic indicators), Federal Reserve policy meetings, and speaking engagements of Federal Reserve officials.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

AUGUST 15, 2022

Bureau of Labor Statistics released a better-than-expected Consumer Price Index (CPI) number, with buying momentum building throughout the trading session. This Week: Key Economic Data. Index of Leading Economic Indicators. Source: Econoday, August 12, 2022 The Econoday economic calendar lists upcoming U.S.

Marketing 59

Marketing Marketing Taxes Economics 59

Calculated Risk

MAY 5, 2023

The headline jobs number in the April employment report was above expectations, however employment for the previous two months was revised down by 149,000, combined. YoY in March 2022 and was at 4.4% Part Time for Economic Reasons From the BLS report : " The number of persons employed part time for economic reasons, at 3.9

Numbers 144

Numbers Economics Manufacturing 144

Calculated Risk

OCTOBER 6, 2023

The headline jobs number in the September employment report was well above expectations, and employment for the previous two months was revised up by 119,000, combined. YoY in March 2022 and was at 4.2% Part Time for Economic Reasons From the BLS report : " The number of persons employed part time for economic reasons, at 4.1

Numbers 117

Numbers Economics Manufacturing 117

Cornerstone Financial Advisory

OCTOBER 17, 2022

An above-consensus consumer inflation number sent stocks tumbling in early Thursday trading before inexplicably surging higher in a stunning reversal that saw the Dow Jones Industrial Average rally 1,500 points from its intraday low. This Week: Key Economic Data. Index of Leading Economic Indicators. . CNBC, October 13, 2022.

Marketing 52

Marketing Marketing Taxes Economics 52

Calculated Risk

JANUARY 5, 2024

The headline jobs number in the December employment report was above expectations, however employment for the previous two months was revised down by 71,000, combined. YoY in March 2022 and was at 4.1% Part Time for Economic Reasons From the BLS report : " The number of persons employed part time for economic reasons, at 4.2

Retail 113

Retail Numbers Economics Manufacturing 113

Mish Talk

DECEMBER 16, 2022

Early Benchmark Revisions of State Payroll Employment Please consider Early Benchmarks for All 50 States and the District of Columbia for the second quarter of 2022. Payroll jobs in the nation remained essentially flat from March through June 2022 after adjusting for QCEW data. employment for the bulk of 2022.

Food 361

Food Sales Economics Retail 361

Calculated Risk

DECEMBER 8, 2023

The headline jobs number in the November employment report was at expectations, however employment for the previous two months was revised down by 35,000, combined. YoY in March 2022 and was at 4.0% The number of persons working part time for economic reasons decreased in November to 3.99 YoY in November. million from 4.28

Retail 120

Retail Numbers Economics Manufacturing 120

Nerd's Eye View

JANUARY 20, 2023

While it remains to be seen whether the measures will actually be enacted, proposed measures include raising income and capital gains tax rates, instituting wealth taxes, and reducing the state estate tax exemption, potentially creating future planning opportunities for advisors with clients in those states.

Financial Planner 182

Financial Planner Financial Advice Fee Only Financial Planning 182

Nationwide Financial

JANUARY 3, 2023

Treasury yields rose throughout 2022 on inflation concerns. Housing market declined last year, approaching Covid-level numbers. The number of job openings should continue to trend gradually lower. The highly monitored ratio of the number of openings relative to unemployed workers also fell to 1.7 percent rate from a 5.1

Economics 52

Economics Manufacturing Numbers Economy 52

Calculated Risk

FEBRUARY 2, 2024

million jobs added in 2023 was the 17th best year for job growth in US history (out of 84 years) following the two best years on record (2021 and 2022). The headline jobs number in the January employment report was well above expectations, and November and December payrolls were revised up by 126,000 combined. YoY in January.

Numbers 84

Numbers Economics Manufacturing 84

Calculated Risk

APRIL 24, 2024

This marked the 14th consecutive month of declining billings at firms as inflation, supply chain issues, and other economic challenges continue to affect business. While inquiries into new projects have continued to grow during that period, it has been at a slower pace than in 2021 and 2022. Click on graph for larger image.

Economics 95

Economics Clients Investing Investments 95

Calculated Risk

SEPTEMBER 1, 2023

The headline jobs number in the August employment report was at expectations, however, employment for the previous two months was revised down by 110,000, combined. YoY in March 2022 and was at 4.3% Part Time for Economic Reasons From the BLS report : " The number of persons employed part time for economic reasons, at 4.2

Numbers 117

Numbers Economics Manufacturing 117

Calculated Risk

FEBRUARY 3, 2023

million jobs added, 2022 was the 2nd best year for job growth in US history behind only 2021 with 7.27 The headline jobs number in the January employment report was well above expectations, and employment for the previous two months was revised up by 71,000, combined. YoY in March 2022 and was at 4.4% With revisions: The 4.81

Numbers 145

Numbers Economics Manufacturing 145