Carson Wealth

APRIL 29, 2024

The Headline GDP Number Masks a Strong Economy The economy grew 1.6% Excluding these categories provides a much clearer picture of actual spending and production in the economy, i.e., final demand after adjusting for inflation. households and businesses bought more from abroad than they did in the fourth quarter of 2023.

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Carson Wealth

JANUARY 29, 2024

Strong economic growth and better data should be viewed positively, as it shows the economy isn’t falling into a recession. The economy ran above trend last year, despite high interest rates. Economy: This Time Was Different, and That’s a Big Deal The U.S. in 2023 and crashed further to 1.5% economy grew 5.8%

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Carson Wealth

MAY 6, 2024

This Bull Market Is Still Young As we’ve been saying for close to 18 months, we think we are in a new bull market and the economy will avoid a recession over the coming year. The April jobs number showed a healthy job market while easing concerns that the economy is overheating. Not much has changed, and we still feel this way.

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Carson Wealth

DECEMBER 4, 2023

The economy overall remained firm and the consumer quite healthy all along, but the realization that inflation was no longer a headwind prompted stocks to rise. This was based on our view that there would be no recession in 2023, even as inflation fell and unemployment remained low. in 2023 and 2.6% 5.50% to the 4.0-4.25%

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Carson Wealth

OCTOBER 23, 2023

The economy has strong momentum, with growth accelerating since the first half of the year. Retail and food service sales have increased at an 8.6% Through June 2023, the economy grew 2.4% Since then, the economy has accelerated. October volatility continued, but a major late-October low could be forming.

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Carson Wealth

OCTOBER 9, 2023

The September payroll report confirms the economy is strong. Aggregate income is rising above the pace of inflation, and that’s powering the economy. Wage growth is easing, which should alleviate concerns that the economy is overheating. Expectations for a stronger economy are driving interest rates higher.

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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. The potential for further productivity gains after a strong 2023 continues to be an important focus for us at Carson. Despite this, annual inflation fell from 5.4%

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Carson Wealth

SEPTEMBER 11, 2023

We are optimistic that stocks are simply working off the huge start to 2023 and will move to new highs before the year is out. Strong wage growth and lower inflation have helped the economy stay resilient. Why Has the Economy Stayed Resilient? of GDP in the second quarter of 2023, up from 2.6% annual pace. Who Holds U.S.

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Carson Wealth

APRIL 22, 2024

Stocks had their worst week of the year and have now fallen three consecutive weeks for the first time since September 2023. Geopolitical worries are high, but historically the impact of global events on stocks has been short-lived, especially if the economy is strong. On average, we found that stocks were higher three months later.

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Carson Wealth

NOVEMBER 27, 2023

The economy remains strong, the consumer is healthy, the wall of worry is intact, and manufacturing is bottoming. The Consumer Is Strong We’ve been hearing for two years that the consumer was tapped out and the economy was headed for a recession. stock prices in a year was the lowest it had been in 2023!

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Carson Wealth

MARCH 25, 2024

If tech is removed from the equation, those numbers are estimated to drop approximately three points, putting stocks right in line with historical averages. One reason many claim the stock market is in a bubble is 2023 earnings were barely positive while stocks soared, implying it was all multiple expansion. to 2.1% (real GDP growth).

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Carson Wealth

JANUARY 16, 2024

We believe the odds of a recession remain low, with continued income growth, a recovery in rate-sensitive cyclical areas of the economy, and untapped potential for productivity gains helping to support the expansion. What a strange year we had in 2023. And let’s not forget technological advances. In addition, the investment in the U.S.

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Carson Wealth

SEPTEMBER 25, 2023

The Fed made a big shift in its projections and is now much more bullish on the economy. Expectations for a stronger economy also mean the Fed is projecting fewer rate cuts next year. Two: Fed members are buying that the economy is strong. The Fed increased its real GDP growth projection for 2023 from 1% to 2.1%.

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Carson Wealth

SEPTEMBER 18, 2023

As the chart below shows, the primary driver of disinflation over the past year, from a peak of 9% in June 2022 to 3% in June 2023, was falling energy prices. Housing inflation ran at an annualized pace of 8-10% between June 2022 and February 2023. Inflation, as measured by the Consumer Price Index (CPI), rose 0.6%

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Carson Wealth

OCTOBER 30, 2023

While economic growth may have peaked in the third quarter, we expect the economy to remain supportive. Consumer services and government spending are likely to remain strong contributors to growth in the final quarter of the year. The Energizer Bunny Economy You just can’t put this economy down. Despite the U.S.

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Carson Wealth

SEPTEMBER 5, 2023

That is more than the economy needs to keep up with population growth. That’s encouraging for consumption and the economy. The Labor Market Is Also Normalizing At the beginning of the year, we labeled our 2023 outlook “The Edge of Normal” as we expected markets and the economy to normalize in 2023.

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Carson Wealth

APRIL 1, 2024

On the heels of more than 25% in total return for 2023, the S&P 500 returned more than 10% in the first quarter. 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. The logical question is: How much is too much? 2024 is off to a strong start.

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Carson Wealth

DECEMBER 18, 2023

In their updated “ Summary of Economic Projections ,” they revised their estimates of core inflation for 2023 down from 3.7% In light of softer-than-expected inflation, Fed members made two dovish moves: They removed the extra rate hike for 2023 originally penciled in. The 2024 estimate was revised from 2.6%

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Carson Wealth

FEBRUARY 5, 2024

The economy created 353,000 jobs in January, surprising to the upside. Job gains continue to support income growth, which in turn supports consumer spending and the overall economy. For a broad view of our expectations for the economy, stocks, and bonds in 2024, download our 2024 Market Outlook. Stocks gained 19.6% million.

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Carson Wealth

APRIL 8, 2024

economy continues to look solid, with markets rallying Friday after a stronger-than-expected jobs report. rally for the S&P 500 in the fourth quarter of 2023, the index provided an encore performance in the first quarter with a 10.2% economy, and the job market is leading the way. Following the huge 11.2%

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Carson Wealth

APRIL 15, 2024

Make no mistake, inflation ran hot in the first quarter, especially relative to the fourth quarter of 2023. from last year, and as the solid line in the chart below shows, inflation progress has stalled since June 2023. The March Consumer Price Index (CPI) report was an unwelcome surprise. Headline inflation is up 3.5%

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Carson Wealth

NOVEMBER 6, 2023

Although many were worried, the economy remained quite strong and odds were high the Fed was done hiking rates. The economy is normalizing, which could loosen tight financial conditions and boost cyclical activity. The October payroll report indicates the economy is slowing from its red-hot pace.

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Carson Wealth

JULY 10, 2023

The big picture is the economy is normalizing. As we noted last week, June 2023 marked the second-best six-month start for the S&P 500 this century, beaten only by 2019. We think new all-time highs are possible for stocks in 2023. Simply put, it tells us what the economy is doing today and what it is likely to do soon.

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Trade Brains

SEPTEMBER 17, 2023

This IPO will be open for subscription on September 18, 2023, and closes on September 21, 2023. Techknowgreen Solutions IPO Review: About the Company Techknowgreen Solutions Limited was incorporated in 2001, it is an environment consulting firm that provides environment consulting services. Cr in 2023. Cr and 14.86

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Consulting Compliance Government Clients 59

Carson Wealth

MAY 15, 2023

Stocks tend to lead the economy, so just because the economic headlines are poor now doesn’t mean they will be in the future. Stocks tend to sniff out better times, and we continue to believe the economy will surprise to the upside the second half of this year. in April 2023. between June 2022 and February 2023.

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Trade Brains

OCTOBER 31, 2023

The IPO will be open for subscription on 3rd November 2023 and closes on 7th November 2023. In this ESAF Small Finance Bank IPO review, we take a look the the banks operations, industry, financials, strengths, weaknesses, GMP & more. Revenue also saw a substantial increase, rising from ₹1,768 Cr in 2021 to ₹3,141 Cr in 2023.

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Banking Retail Financial Services Assets 59

Carson Wealth

JANUARY 22, 2024

For a broad view of our expectations for the economy, stocks, and bonds in 2024, download our 2024 Market Outlook. That bear eventually ended in October 2022, and since then stocks have defied many experts, who continually (and incorrectly) touted a weakening economy, tapped-out consumer, and many other reasons to doubt the new bull market.

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Carson Wealth

JUNE 12, 2023

Carson’s leading economic index indicates the economy is not in a recession. We’ve believed for a while now that the bear market ended in October, but the financial media prefer the 20% definition. Our view has played out nicely so far in 2023, and we expect this strength to continue the rest of the year, if not beyond.

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Carson Wealth

NOVEMBER 20, 2023

That is particularly meaningful because households have more income to spend elsewhere — keeping consumption and the economy humming. The positive news from the October CPI report is the economy is experiencing broad disinflation, and there’s more to come. The October “surprise” came on the back of lower gasoline prices, which fell 5%.

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Carson Wealth

FEBRUARY 20, 2024

The economy remains on firm footing overall, and we expect record earnings this year. This was the case in 2022 and 2023, when we saw relatively large spikes. But OER surged to an annualized pace of 6.9%, the fastest since April 2023. Since the first half of February was strong, weakness over the coming weeks is possible.

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Carson Wealth

AUGUST 7, 2023

debt was downgraded for a second time in history, but we do not expect this to have much impact on the bull market or the strength of the economy. The economy is growing and normalizing. Lastly, the economy continues to surprise to the upside (discussed further below), so the timing of this downgrade is questionable. on average.

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Carson Wealth

MAY 22, 2023

As we explain more below, the economy is presenting many positive signs that suggest a recession is unlikely, and stocks likely are sniffing this out. In fact, last Thursday the S&P 500 set another new high for 2023, up more than 9% for the year. The S&P 500 hit a new 2023 high last week, not quite reaching the key 4,200 mark.

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Carson Wealth

APRIL 17, 2023

Until then, the strong first quarter is just another clue the bulls could have a nice 2023. The chart below shows annualized growth rates of disposable income, employee compensation (across all workers in the economy), and inflation. That’s positive for consumer spending, which makes up 70% of the economy.

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Carson Wealth

MAY 8, 2023

In the face of more regional bank crashes and numerous worries about the economy, the stock market continued to hang tough. April employment data suggests the economy is healthy. April employment data suggests the economy is healthy. The economy created 253,000 jobs in April, above expectations of 179,000.

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Carson Wealth

MAY 20, 2024

Despite the path of the economy, inflation, the election, geopolitics, or the Fed’s actions, what matters at the end of the day is what markets do. As Fed Chair Jerome Powell noted after the Fed’s May meeting, Fed members didn’t think the hot inflation data negated the progress made in the second half of 2023.

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Carson Wealth

JUNE 5, 2023

The S&P has closed above this level for two consecutive weeks now, suggesting the strength it has shown in 2023 is legitimate and more gains could be ahead. Instead, the economy is showing resilience. Instead, the economy is showing resilience. The economy created 339,000 jobs in May, which was close to double expectations.

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Economy Numbers Compliance Banking 52

Carson Wealth

FEBRUARY 26, 2024

We Aren’t Alone Anymore A year ago, we told anyone who would listen that the economy would likely avoid a recession and stocks were going to have a great year. Since avoiding a recession is normal, falling concern about the economy isn’t contrarian in itself, but we do lose some extra fuel from bearish views unwinding.

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