The Big Picture

AUGUST 19, 2022

With surging inflation and a new war in Europe, the first half of 2022 was understandably gloomy for economies and financial markets around the world. My end-of-week morning train WFH reads: • Holes in the Recession Story. Project Syndicate ).

Startup 290

Startup Management Economy Financial Market 290

The Big Picture

AUGUST 30, 2023

In June 2022, he said “we need 5 years of unemployment above 5% to contain inflation, 2 years of 7.5% No one knows what financial market returns or interest rates or inflation will be going forward. It is finally possible to imagine a post-Communist regime. But the annual rate of CPI inflation was 9.7% then and 2.7% percent now.

Retail 130

Retail Retirement Management Economy 130

Investing Caffeine

JANUARY 2, 2024

For the full year, the bull market was on an even bigger stampede: S&P 500 +24%, NASDAQ +43%, and Dow +14%. Although 2023 closed with a festive explosion, 2022 ended with a bearish growl. Effectively, 2023 was a reverse mirror image of 2022. In 2022, the stock market fell -19% (S&P) due to a spike in inflation.

Economy 98

Economy CFP Economics Accounting 98

Bell Investment Advisors

MARCH 15, 2023

The first is 2022 investment performance. Slide 3: 2022 in Review: A Global View 0:36 It’s probably no surprise to clients that last year was not a positive one for financial markets. stock market. Slide 4: 2022: U.S. stock market benchmark. Slide 5: 2022 in Review: Bonds 08:47 Onto bonds.

Marketing 52

Marketing Marketing Investing Investments 52

Investing Caffeine

APRIL 3, 2023

In recent years, COVID and a ZIRP (Zero Interest Rate Policy) caused out-of-control inflation to swerve the economy in the wrong direction. Investors were generally relieved by the government’s response, and the financial markets reacted accordingly. economy has been greatly exaggerated. The S&P 500 rose +3.5%

Banking 105

Banking Economy Economics Government 105

Discipline Funds

NOVEMBER 8, 2023

Macroeconomic Overview Our macroeconomic forecast for 2023 called for a year of disinflation and “muddle through” That means we expected the economy to remain sluggish and for inflation to show positive rates of change that were sequentially slower. and inflation peaked back in 2022 almost exactly to the month we predicted.

Asset Allocation 76

Asset Allocation Economy Financial Market Assets 76

Trade Brains

MARCH 3, 2024

The core sectors of the economy, such as agriculture, infrastructure, and building services, constantly require pumps, which facilitates the growing importance of the pump sector in the country. between 2023 and 2028, the Indian pump industry is a direct function of the progress of various sectors in the economy. 5-year average 10.96

Planning 105

Planning Manufacturing Government Engineering 105

Carson Wealth

JULY 10, 2023

The S&P 500 has not broken the August 2022 peak, and consumer discretionary is outperforming consumer staples. The latter is a sign of a healthy bull market, as it suggests a risk-on appetite. The big picture is the economy is normalizing. Headwinds from 2022 are fading, and that’s positive for future returns.

Marketing 52

Marketing Marketing Economy Manufacturing 52

Carson Wealth

NOVEMBER 6, 2023

Although many were worried, the economy remained quite strong and odds were high the Fed was done hiking rates. Many sentiment indicators flashed extreme levels of fear prior to the market bottoming, consistent with major market lows. The October payroll report indicates the economy is slowing from its red-hot pace.

Marketing 96

Marketing Marketing Economy Numbers 96

Trade Brains

MARCH 8, 2024

Together, these industries make a considerable contribution to the global economy by providing jobs, promoting cultural interchange, and improving the overall well-being of both passengers and local populations. Events & Exhibitions Exhibitions and events play a crucial role in boosting the economy. percent from ₹45.25 2020 59.56

Planning 59

Planning Economy Management Portfolio 59

Trade Brains

OCTOBER 27, 2023

Banks & NBFC have revolutionized the sectors contributing immensely to the Indian economy. At the time of the pandemic, businesses came to a standstill with low-interest rates and managed to avert the crisis by diversifying funds to two & four-wheeler segments from MSME before opening up the economy. Net Profit grew Rs.6,011

Planning 59

Planning Transportation Retail Assets 59

Brown Advisory

SEPTEMBER 6, 2022

Global Leaders Investment Letter: August 2022 mhannan Tue, 09/06/2022 - 10:48 Just want the PDF? In the financial markets we see evidence of cycles in capital flows as market prices rise. We hope you had an enjoyable summer and wish you the best for the rest of 2022.

Investing 52

Investing Investments Insurance Ethics 52

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. The labor market is very tight, with a low unemployment rate of 3.7% As of this writing, market expectations call for a path of Fed rate hikes to a range of 5.0-5.25%, Responding to recession risks.

Economics 59

Economics Marketing Marketing Economy 59

Trade Brains

APRIL 12, 2023

A Stock Exchange is an organization that anchors formulated markets for dealing in securities, derivatives, commodities, and other financial equipment. It is one of the powerful ingredients of the financial market. It is the world’s largest stock exchange and has a market capitalization of US$ 22.77

Marketing 99

Marketing Marketing Electronics Government 99

Nationwide Financial

MARCH 15, 2023

The relationship between inflation and the economy and financial markets is a highly complex problem. annual return (compound growth rate) from 1926 through 2022. According to Strategas, the sweet spot for earnings growth, which usually drives stock prices, is when inflation is between 2%-4%. from 1914 to 2023.

Risk Tolerance 59

Risk Tolerance Marketing Marketing Economy 59

Investing Caffeine

JANUARY 3, 2023

Stock and bond market returns in 2022 were disappointing, but we now get to start 2023 with a clean slate. There is some good news and bad news as it relates to this year’s underwhelming stock market results (-19.4%). 2022: -19.4%. 2022: The Year of No Shock Absorbers ( Worst Bond Market Ever ).

Economy 59

Economy Transportation CFP Investing 59

Trade Brains

NOVEMBER 6, 2023

Successful businesses and the economy both rely on the movement of people. In light of the COVID lockdown and resulting slowdown in the economy, we have begun to observe a recovery in business, and this growth is reflected in the price of its shares. Financial Year Revenue (Cr.) Net Profit 2022-23 5,028.98 2019-20 3,080.52

Planning 102

Planning Transportation Engineering Manufacturing 102

Investing Caffeine

FEBRUARY 1, 2023

Commentators continue to shout the doom-and-gloom forecasts of a hard landing recession, but after an economic hurricane in 2022 there are some signs the financial clouds have begun to lift this year. As the earnings show, during the Financial Crisis (2008) and COVID (2020), the crash in earnings was much more severe.

Economy 59

Economy Economics CFP Investing 59

Trade Brains

FEBRUARY 14, 2024

Jupiter Wagons completed a reverse merger with CEBBCO and went public on June 30, 2022. to the country’s GDP by building infrastructure to support 45% of the modal freight share of the economy. Particulars/ Financial Year Revenue (Cr.) Titagarh Railsystems Jupiter Wagons 2022-23 ₹ 2,779.59 ₹ 2,068.24 Limited (CEBBCO).

Planning 99

Planning Manufacturing Transportation License 99

Investing Caffeine

AUGUST 2, 2023

Source: TradingEconomics.com Inflation Moving in the Right Direction After such a lousy 2022 in the financial markets, why such a searing return for 2023? Source: The Financial Time (FT) Confident Consumers While many economists and traders have incorrectly been calling for a recession for some two years, a more resilient U.S.

Marketing 52

Marketing Marketing Economy Sales 52

Nationwide Financial

JANUARY 11, 2023

Two of the most significant developments in the financial markets during 2022 were the breakout of higher interest rates and the return of stock market volatility. For a glimpse of how volatile stocks were last year, consider the VIX Index, often used as a gauge of fear or stress in the stock market.

Investing 72

Investing Investments Risk Tolerance Accounting 72

Investing Caffeine

JUNE 1, 2022

Although the economy is currently very strong (i.e., Although the economy is currently very strong (i.e., UNEMPLOYMENT RATE (1997 – 2022). raise interest rates and reduce balance sheet debt without crippling the economy), then substantial rewards could accrue to stock market investors. Source: TradingEconomics.com.

Economy 59

Economy Government Economics CFP 59

Trade Brains

MAY 17, 2024

Industry Overview The Indian economy is staging a broad-based recovery across sectors, from pandemic-induced contraction to international geo-political conflict and inflation, and is well-positioned to ascend to the pre-pandemic growth path. 8 Lakh Cr as per CIBIL’s September 2022 report. Currently Net NPAs are at 3.1%

Investing 59

Investing Investments Planning Assets 59

Carson Wealth

AUGUST 28, 2023

Credit markets continue to show very few signs of economic stress. Recent economic data from China show that the world’s second largest economy is in trouble. economy is likely to be minimal. and financial markets. In short, China’s economy is in trouble. Any adverse impact on the U.S. That’s slowed to 4.4%

Marketing 52

Marketing Marketing Economy Economics 52

Trade Brains

NOVEMBER 17, 2023

Fundamental Analysis Of Waaree Renewable Technologies : Electricity is a necessity and there would be no commercial activity in the economy without energy. Financial Year Revenue (Cr.) 2022-23 350.96 Financial Year Debt to Equity Interest Coverage 2022-23 0.46 Net Profit grew to 55.33 cr in FY23 from 8.89

Government 107

Government Engineering Distribution Planning 107

Trade Brains

DECEMBER 29, 2023

Industry Overview The Indian economy has grown from the 10th to the 5th largest in the world in the last nine years and is set to be the third largest by 2027–28. Man InfraConstruction – Financials Revenue And Profit The financial statement of the company indicates that revenue has increased by 96.6 2020 266.98 -12.23

Planning 59

Planning Engineering Economy Government 59

Darrow Wealth Management

MARCH 6, 2023

For much of last year, even good news about the economy was bad news for markets. Yes, 2022 was a terrible year for financial markets. 3 reasons for investors to be optimistic about the long-term market outlook Short-term market moves should always be expected, especially for equity investors.

Marketing 85

Marketing Marketing Wealth Management Portfolio 85

Trade Brains

JULY 18, 2022

Top 5 Sectors with the highest return: In the financial markets, there are hundreds of stocks that are trading, and the companies are engaged in different types of business. Hence it’s safe to say that the IT sector is growing at twice the rate of the economy. So far in 2022, the index has given a total return of 14.02%.

Financial Services 52

Financial Services Banking Insurance Economy 52

Trade Brains

JANUARY 31, 2024

Schemes 0.31% Income from Treasury Operations 0.78% Revenue from the sale of services 0.73% Industry Overview India has emerged as a significant force in the global energy economy. increase in energy demand in 2022-23 demonstrates its intensity. 2022 39,269.05 Market Cap(Cr) ₹ 1,14,374 EPS 48.38 2021 35,552.84

Planning 59

Planning Government Distribution Economics 59

Trade Brains

SEPTEMBER 1, 2023

Fundamental Analysis of Talbros Automotive: India has one of the world’s fastest-growing economies. lakh crore during April-September 2022. 2022 ₹ 577.24 The table below shows the net profit of Talbros Automotive Components for 5 financial years: Financial Year Net Profit (in Crores) 2019 ₹ 16.88 2020 ₹ 385.29

Planning 94

Planning Manufacturing Accounting Portfolio 94

Trade Brains

JANUARY 25, 2024

Fundamental Analysis of CG Power : Electricity consumption has risen since the Industrial Revolution and is expected to rise further as the population, income, and economy grow. The domestic electrical equipment market is expected to grow at an annual rate of 12% to reach US$ 72 billion by 2025. billion) in April-July 2022, up from Rs.

Planning 59

Planning Manufacturing Engineering B2B 59

Calculated Risk

JANUARY 8, 2023

6) Monetary Policy: In response to the increase in inflation, the FOMC raised the federal funds rate from "0 to 1/4 percent" in January 2022, to "4-1/4 to 4-1/2 percent" in December. I'm adding some thoughts, and maybe some predictions for each question. A majority of FOMC participants expect three or even four 25 bp rate hikes in 2023.

Economy 94

Economy Economics Numbers Sales 94

Nationwide Financial

DECEMBER 13, 2022

Highlights from the Monthly Review for November 2022: It is the time of year for making lists and checking them twice, and this month’s economic review will be used for exactly that. Financial Markets. Market momentum builds to year-end (pg 5). Economic Review. The Outlook. • The case for disinflation (pg 6).

Economics 52

Economics Financial Market Marketing Marketing 52

Trade Brains

FEBRUARY 16, 2024

Fundamental Analysis Of J Kumar Infraprojects: The strength of an economy lies in infrastructure. The economy needs reliable infrastructure to connect not only people but also businesses. The efficient movement of resources, both capital and human, is essential for rapid growth. and a net profit margin of 6.5% 5-year average 14.14

Transportation 59

Transportation Investing Investments Economy 59

Trade Brains

MAY 17, 2023

Fundamental Analysis Of Sonata Software : When the US economy took a hit, a direct impact could be seen on some of the most prominent Indian IT companies. Nasscom estimates that India’s IT industry revenue touched $227 billion in FY 2022. The IT Industry in India took a significant beating due to the recession and economic slowdown.

Planning 92

Planning Retail Taxes Economy 92

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% Market corrections are never comfortable, but successful, long-term investing comes with a price…no pain, no gain! So, that’s the bad news.

Electronics 59

Electronics Economy CFP Government 59

Investing Caffeine

AUGUST 4, 2022

S o far, 2022 has been a volatile year in the financial markets, and as a result, investors have been on an emotional rollercoaster, questioning whether we are going into a recession, or are already in one? in the first quarter of 2022 ( see chart below ). “ Recession is when your neighbor loses his job. Ronald Reagan.

Economy 59

Economy Economics CFP Investing 59