Advisor Perspectives

MAY 18, 2023

The latest Conference Board Leading Economic Index (LEI) for April dropped to 107.5 from March's revised figure of 108.2. This is the 13th consecutive monthly decline, the longest streak since 2009, and the lowest reading since September 2020. Today's reading represented a 0.6% month-over-month decline, consistent with the forecast.

Economics 115

Economics 115

Mish Talk

DECEMBER 14, 2022

Russia’s war against Ukraine is causing tremendous human and economic hardship. The war and related events are contributing to upward pressure on inflation and are weighing on global economic activity. 2023 Projections, Change From September 2022 Real GDP 2023: 0.5%, down from 1.2% FOMC Projections. to 5.6%, up from 3.9

Food 205

Food Economics Accounting Planning 205

Advisor Perspectives

OCTOBER 20, 2023

Despite war-disrupted commodity markets and one of the most aggressive monetary tightening phases in modern history, economic activity has remained strong. economy’s remarkable resilience is complicating the lives of investors and the Federal Reserve.

Economics 52

Economics Economy Marketing Marketing 52

Nationwide Financial

FEBRUARY 10, 2023

The post Cycle Watch | February 2023: Economic activity weakens appeared first on Nationwide Financial. With the unemployment rate at its lowest level in over fifty years, the hope that the Fed would begin to wind down its policy tightening sooner rather than later just got more complicated.

Economics 59

Economics Marketing Marketing Economy 59

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. As the latest inflation readouts are nowhere near that target, more rate hikes from the Fed are expected in 2023, although at a slower pace than seen in 2022. Responding to recession risks.

Economics 59

Economics Marketing Marketing Economy 59

Advisor Perspectives

DECEMBER 20, 2023

As 2023 draws to a close, what will 2024 have in store for investors? Our 2024 Economic & Market Outlook covers: Is the recession of 2023 coming in 2024? It appears this Fed rate hike cycle is over and now we pivot to potential rate cuts. But not until inflation has sufficiently cooled.

Economics 52

Economics Asset Allocation Marketing Marketing 52

Advisor Perspectives

MARCH 27, 2023

The economic signals and a host of geopolitical risks confronting investors suggest that 2023 could be as challenging as 20022 for both stocks and bonds.

Economics 59

Economics 59

Advisor Perspectives

AUGUST 22, 2023

The Northern Trust Economics team shares its outlook for U.S. growth, employment, interest rates and inflation.

Economics 52

Economics 52

SEI

JULY 25, 2023

Jim Solloway, Chief market strategist and senior portfolio manager, and Vivian Estadt, Client service director, present our economic outlook.

Economics 52

Economics Portfolio Management Portfolio Clients 52

Advisor Perspectives

JULY 25, 2023

The Northern Trust Economics team shares its outlook for U.S. growth, employment, interest rates and inflation.

Economics 52

Economics 52

Cornerstone Financial Advisory

OCTOBER 30, 2023

1,2,3 Source: YCharts, October 23, 2023 to October 27, 2023. Economic data released on Thursday showed remarkable economic strength, with above-consensus forecast growth in third-quarter Gross Domestic Product (GDP) and September’s durable goods orders, with only a minor uptick in initial jobless claims. Jobless Claims.

Marketing 96

Marketing Marketing Economics Taxes 96

The Big Picture

DECEMBER 1, 2023

The problem is those sets of forecasts is already 2 months old, dated October 3, 2023. The entire discussion is worth watching, but the video below is teed up for the economic forecasting discussion. Economy, State by State (November 22, 2023) Can Economists Predict Recessions? Previously : Slowing U.S.

Economy 273

Economy Economics Portfolio Marketing 273

Cornerstone Financial Advisory

DECEMBER 18, 2023

6 This Week: Key Economic Data Tuesday: Housing Starts. Index of Leading Economic Indicators. Source: Econoday, December 15, 2023 The Econoday economic calendar lists upcoming U.S. Source: Econoday, December 15, 2023 The Econoday economic calendar lists upcoming U.S. CNBC, December 13, 2023 5.

Marketing 92

Marketing Marketing Taxes Economics 92

Advisor Perspectives

JANUARY 6, 2023

What could go wrong—or right—for the economy and market in 2023? A lot, it turns out. Read Commonwealth’s Outlook for more on what they’ll be watching and why CIO Brad McMillan says he sees brighter skies ahead.

Economics 52

Economics Marketing Marketing Economy 52

Advisor Perspectives

NOVEMBER 16, 2023

The Northern Trust Economics team shares its outlook for U.S. growth, employment, interest rates and inflation.

Economics 52

Economics 52

The Big Picture

SEPTEMBER 22, 2023

When it comes to forecasting economic outcomes, the Fed is no better or worse than anybody else. They may be terrible economic forecasters but give them credit for not burying bad predictions like so many on Wall Street tend to do. Go to the Fed’s website, and search for “ Summary of Economic Projections.”

Economics 314

Economics Financial Market Marketing Marketing 314

Cornerstone Financial Advisory

DECEMBER 26, 2023

6 This Week: Key Economic Data Thursday: Jobless Claims. Source: Econoday, December 22, 2023 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.

Taxes 96

Taxes Investment Advisor Sales Investing 96

Cornerstone Financial Advisory

NOVEMBER 6, 2023

5 This Week: Key Economic Data Thursday: Jobless Claims. Source: Econoday, November 3, 2023 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. CNBC, November 2, 2023.

Marketing 98

Marketing Marketing Taxes Investment Advisor 98

Calculated Risk

JANUARY 11, 2023

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2023. What will the participation rate be in December 2023? There are probably a few more people that will return to the workforce in 2023, pushing up the participation rate. Question #7 for 2023: How much will wages increase in 2023?

Economics 112

Economics Sales Retirement Numbers 112

Advisor Perspectives

DECEMBER 19, 2022

The economic tea leaves suggest that 2023 could be another challenging year for both stocks and bonds. However, the outlook is more balanced given that equity valuations are much lower and bond yields much higher.

Economics 104

Economics Valuation 104

Advisor Perspectives

SEPTEMBER 18, 2023

The Northern Trust Economics team shares its outlook for U.S. growth, employment, interest rates and inflation.

Economics 52

Economics 52

Abnormal Returns

JANUARY 14, 2024

police killed more people in 2023 than they have in a decade. theguardian.com) The homicide rate fell sharply in 2023. washingtonpost.com) Measuring economic inequality is harder than it looks. awealthofcommonsense.com) Where Q4 2023 GDP is tracking. papers.ssrn.com) The economic schedule for the coming week.

Financial Advising 247

Financial Advising Engineering Food Economics 247

Calculated Risk

NOVEMBER 29, 2023

Fed's Beige Book "This report was prepared at the Federal Reserve Bank of Atlanta based on information collected on or before November 17, 2023." The economic outlook for the next six to twelve months diminished over the reporting period.

Economics 65

Economics Transportation Manufacturing Sales 65

Cornerstone Financial Advisory

OCTOBER 23, 2023

Yields rose after traders speculated that strong economic data might persuade the Fed to raise rates. Economic Strength, Housing Weakness The economy continued to evidence surprising strength according to data released last week. 6,7 This Week: Key Economic Data Tuesday: Purchasing Managers’ Index (PMI). Durable Goods Orders.

Marketing 84

Marketing Marketing Taxes Economics 84

Cornerstone Financial Advisory

OCTOBER 2, 2023

Mixed Economic Signals Amid recent signs of a labor market cooling (a hopeful sign for ending rate hikes), last Thursday’s initial jobless claims report showed only a slight increase of 204,000. 6 This Week: Key Economic Data Monday: Institute for Supply Management (ISM) Manufacturing Index. In 2023, the standard mileage rate is 65.5

Marketing 89

Marketing Marketing Taxes Economics 89

Cornerstone Financial Advisory

NOVEMBER 20, 2023

6 This Week: Key Economic Data Tuesday: Existing Home Sales. Source: Econoday, November 17, 2023 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. FOMC Minutes.

Marketing 90

Marketing Marketing Taxes Economics 90

Calculated Risk

JANUARY 11, 2023

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2023. range in Q4 2023. What will the unemployment rate be in December 2023? Forecasting the unemployment rate includes forecasts for economic and payroll growth, and also for changes in the participation rate (previous question).

Economics 96

Economics Sales Investing Investments 96

Meb Faber Research

NOVEMBER 15, 2023

Episode #508: Jim Bianco on “The Biggest Economic Event of Our Lifetime” & The End of the 40-Year Bond Bull Market Guest: Jim Bianco is the President and Macro Strategist at Bianco Research, which offers macro investment research on financial markets.

Economics 87

Economics Marketing Marketing Financial Market 87

Cornerstone Financial Advisory

SEPTEMBER 5, 2023

Weekly Market Insights: September Stocks Open In Positive Territory Presented by Cornerstone Financial Advisory, LLC Falling bond yields–spurred by weak economic data–helped lift stocks to weekly gains. A downward revision of Q2 economic growth and fresh signs of a cooling labor market reversed the recent rise in bond yield.

Marketing 83

Marketing Marketing Economics Taxes 83

Abnormal Returns

DECEMBER 31, 2023

Markets Asset class returns were pretty green in 2023 except for commodities. on.spdji.com) Some of the best charts of 2023. marginalrevolution.com) ETFs ETFs largely escaped having to issue capital gains in 2023. twitter.com) The tide went out in 2023 exposed all manner of poor prior decisions.

Financial Advising 225

Financial Advising Medical Economy Economics 225

Cornerstone Financial Advisory

DECEMBER 11, 2023

Weekly Market Insights: Stocks Spark Late Week Rally A late-week, two-day rally left stocks higher, adding to November’s gains as the last month of trading for 2023 began. 5 This Week: Key Economic Data Tuesday: Consumer Price Index (CPI). Source: Econoday, December 8, 2023 The Econoday economic calendar lists upcoming U.S.

Marketing 83

Marketing Marketing Taxes Economics 83

Nationwide Financial

JANUARY 18, 2023

Highlights from the Monthly Review for January 2023: The U.S. Key Takeaways: Economic Review: Demand for workers supports resilient labor market. Financial Markets: Nervousness about 2023 increases investor anxiety. The Outlook: A cautious outlook for 2023. The Outlook: A cautious outlook for 2023.

Economy 98

Economy Economics Financial Market Marketing 98

Calculated Risk

OCTOBER 18, 2023

Louis based on information collected on or before October 6, 2023. Most Districts indicated little to no change in economic activity since the September report. emphasis added The beige book reports have shown far less economic growth in Q3 than the key economic indicators.

Economics 61

Economics Retail Manufacturing Banking 61

SEI

OCTOBER 20, 2023

Jim Solloway and Vivian Estadt discuss the 2023 third quarter economic outlook.

Economics 52

Economics 52

Risk Management Guru

NOVEMBER 20, 2023

As the year 2023 draws to a close, it’s time to reflect on the significant strides made in the realm of Risk Management within the financial services industry. Summary of 2023 The financial services industry has made significant progress in strengthening its risk management capabilities in 2023.

Risk Management 105

Risk Management Financial Services Management Compliance 105

Cornerstone Financial Advisory

NOVEMBER 27, 2023

They further said that future rate decisions will be based on fresh economic data, offering no indication that a rate cut was forthcoming, as many analysts are increasingly anticipating for 2024. This Week: Key Economic Data Monday: New Home Sales. Source: Econoday, November 24, 2023 The Econoday economic calendar lists upcoming U.S.

Marketing 80

Marketing Marketing Taxes Economics 80

Nationwide Financial

JANUARY 30, 2023

Despite the low level of claims and employers generally holding on to workers, companies are being more cautious to hire new employees given slowing economic activity. The post GDP details show waning momentum for 2023: Weekly Economic Review & Outlook appeared first on Nationwide Financial. percent, down from 4.6

Economics 52

Economics Manufacturing Numbers Education 52