Trade Brains

SEPTEMBER 6, 2023

Second – China has officially released its 2023 “standard map” edition, which shows Arunachal Pradesh and Aksai Chin as part of China. ? And now the world’s 2nd largest economy is experiencing a fall after the covid lockdown recovery. 2023 was supposed to be China’s economic comeback year.

Economy 72

Economy Manufacturing Economics Investing 72

The Big Picture

APRIL 9, 2024

As the charts above show, the economy on a state-by-state basis has markedly improved from Q4 2023’s softening. Note in November 2023, the indexes only increased in 25 states. .” Note in November 2023, the indexes only increased in 25 states. I would go as far as to suggest it is robust.

Manufacturing 291

Manufacturing Banking Economy 291

Abnormal Returns

JANUARY 2, 2024

Markets How major asset classes performed in December 2023. capitalspectator.com) 2023 was a welcome respite from 2022, market-wise. albertbridgecapital.com) Strategy 10 predictions for 2024 including 'The economy overheats.' finance.yahoo.com) Finance Blackrock ($BLK) lost ETF market share in 2023.

Financial Advising 267

Financial Advising Economy Media Assets 267

Abnormal Returns

JANUARY 7, 2024

Top clicks this week Some of the best charts of 2023. entrylevel.topdowncharts.com) 10 predictions for 2024 including 'The economy overheats.' allstarcharts.com) How major asset classes performed in December 2023. wsj.com) Asset class returns were pretty green in 2023 except for commodities.

Assets 281

Assets Economy Investing Investments 281

Nationwide Financial

JANUARY 20, 2023

Subscribe: Apple Podcasts | Soundcloud | iHeart | Spotify | Amazon | Google Podcasts The post Podcast: Inflation Update – How consumers could drive the economy in 2023 appeared first on Nationwide Financial. Find us however you listen below.

Economy 52

Economy Economics Marketing Marketing 52

Abnormal Returns

DECEMBER 26, 2023

nytimes.com) Economy Case-Shiller showed a 4.8% calculatedriskblog.com) What if the economy in 2024 was just 'normal'? axios.com) Why did macroeconomists get 2023 so wrong? newsletter.abnormalreturns.com) Mixed media Some of Ben's favorite books from 2023 including "Tomorrow and Tomorrow and Tomorrow" by Gabrielle Zevin.

Marketing 264

Marketing Marketing Financial Advising Economy 264

Brown Advisory

SEPTEMBER 13, 2023

The Equity Beat: Can the Swift Economy Remain on Stage? bgregorio Wed, 09/13/2023 - 04:16 In August, superstar singer and entertainer Taylor Swift completed the first leg of her Eras tour in Los Angeles, performing 52 dates through 20 U.S. economy afloat this summer! billion at the box office) in 2023. Girl Power, indeed!

Economy 98

Economy Clients Economics Investing 98

The Big Picture

DECEMBER 1, 2023

The problem is those sets of forecasts is already 2 months old, dated October 3, 2023. We talked about how you should think about Wall Street forecasts about the economy. Economy, State by State (November 22, 2023) Can Economists Predict Recessions? This came up yesterday on Portfolio Rescue with Ben Carlson.

Economy 273

Economy Economics Portfolio Marketing 273

Calculated Risk

JANUARY 26, 2024

Courts, annual bankruptcy filings totaled 452,990 in the year ending December 2023, compared with 387,721 cases in the previous year. Courts, annual bankruptcy filings totaled 452,990 in the year ending December 2023, compared with 387,721 cases in the previous year. Courts: Bankruptcy Filings Rise 16.8 Business filings rose 40.4

Economy 131

Economy 131

Advisor Perspectives

JANUARY 12, 2024

The unexpected resilience of the global economy in 2023 has led many analysts to adopt an optimistic outlook for the upcoming year. But given the escalating crisis in the Middle East and persistent market volatility, the chances of a robust worldwide economic recovery appear slim.

Economy 52

Economy Economics Marketing Marketing 52

Abnormal Returns

DECEMBER 28, 2023

Markets The top 23 charts from 2023 including volatile mortgage rates. awealthofcommonsense.com) 23 ideas from 2023 including 'Kind>Clever.' riabiz.com) The 10 biggest VC funding rounds of 2023 including Anthropic. bilello.blog) Cocoa, Solana, and uranium had a good year. Then check out our weekly adviser-focused newsletter.

Financial Advising 274

Financial Advising Media Economy Marketing 274

Advisor Perspectives

JANUARY 4, 2024

As geopolitical tensions spike and interest rates remain elevated, 2024 is poised to be yet another tumultuous year for the world economy. This is especially true for emerging markets, which managed to avert a crisis in 2023 but could struggle to do so again if global growth fails to meet expectations.

Economy 52

Economy Management Marketing Marketing 52

Abnormal Returns

JANUARY 5, 2024

The biz The 25 best podcasts of 2023 including 'The Retrievals' by Susan Burton. theatlantic.com) The best podcasts of 2023 according to people who make podcasts including 'The Town with Matthew Belloni.' vulture.com) Economy 10 things Joe Weisenthal and Tracy Alloway learned in 2023.

Economy 249

Economy Economics Management Assets 249

Brown Advisory

AUGUST 11, 2023

The Equity Beat: Old Economy Stocks Aging Like Fine Wine mhannan Fri, 08/11/2023 - 17:10 Unlike my good friends who frequent Baltimore’s finest dining establishments about as often as the division-leading Orioles win (you know who you are), I would never be confused for a wine connoisseur. Data as of July 30, 2023 Source: FactSet.

Economy 98

Economy Manufacturing Clients Economics 98

MarketWatch

MAY 15, 2023

economy will avoid recession this year and next, according to the latest European Commission forecast. economy to grow 1.4% in 2023 and 1% in 2024, against its previous estimate that the U.S. in 2023 and 1.7% The new forecast came as part of the spring 2023 forecast which is that the eurozone will grow 1.1%

Commission 75

Commission Economy Marketing Marketing 75

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 264

Financial Advising Medical Economy Economics 264

Advisor Perspectives

NOVEMBER 30, 2023

Despite an increasingly challenging economic and geopolitical environment, the global economy performed better than expected over the past year. But although analysts’ projections for 2023 were too pessimistic, it appears that consensus forecasts for the coming year may have have swung too far in the opposite direction.

Economy 52

Economy Economics 52

Advisor Perspectives

FEBRUARY 1, 2024

US gross domestic product surprised to the upside in the fourth quarter of 2023, primarily led by US consumers and the government. Franklin Fixed Income Economist Nikhil Mohan sees the growth mix remaining largely the same in 2024.

Economy 52

Economy Government 52

Abnormal Returns

JANUARY 18, 2024

Markets Managed futures did not have a great 2023. economist.com) The German economy is stuck in the mud. semafor.com) In 2023 France had the fewest number of births since World War II. newsletter.abnormalreturns.com) Economy The 'Sahm rule' is not going to trigger any time soon.

Financial Advising 251

Financial Advising Economy Media Numbers 251

Advisor Perspectives

JANUARY 3, 2024

Recessions are notoriously difficult to predict. At the end of 2019, for example, many pundits were forecasting a recession simply because the boom had gone on for so long.

Economy 98

Economy 98

Nationwide Financial

FEBRUARY 28, 2023

This likely means even more tightening over the first half of 2023, ironically increasing the odds of a harder landing. The post The economy remains hot, likely too hot for the Fed appeared first on Nationwide Financial.

Economy 98

Economy Economics Marketing Marketing 98

ModernAdvisor

JANUARY 18, 2024

Q3 GDP released at the end of November showed the economy contracted at a -1.1% Many […] The post Market Update – Q4 2023 appeared first on ModernAdvisor Blog. annualized pace in the third quarter, wiping out most of the Q2 revised +1.4%

Marketing 59

Marketing Marketing Economy Banking 59

Nationwide Financial

JANUARY 18, 2023

Highlights from the Monthly Review for January 2023: The U.S. economy is in the late cycle period with the Fed responding to rapid inflation with a sharp tightening of financial conditions to slow domestic demand. Financial Markets: Nervousness about 2023 increases investor anxiety. The Outlook: A cautious outlook for 2023.

Economy 98

Economy Economics Financial Market Marketing 98

Abnormal Returns

SEPTEMBER 1, 2023

August 2023 How major asset classes performed in August 2023. capitalspectator.com) A summary of S&P Dow Jones index returns in August 2023. morningstar.com) Economy The August NFP showed continued growth and a 3.8% bloomberg.com) Dave Nadig, Barry Ritholtz and Cameron Dawson talk 2023's economic cross-currents.

Financial Advising 258

Financial Advising Advertising Economy Retail 258

Abnormal Returns

OCTOBER 24, 2023

(ft.com) AngelList on the state of early-stage venture capital in Q3 2023. bloomberg.com) Global Germany's economy has badly lagged since the pandemic. econbrowser.com) NBA The state of the NBA on the start of the 2023-24 season. frontofficesports.com) Economy Why economists have gotten the post-pandemic economy so wrong.

Financial Advising 259

Financial Advising Economy Media Numbers 259

Advisor Perspectives

JULY 28, 2023

The US economy expanded at a 2.4% annual pace in the second quarter, crushing consensus expectations and driving another stake into the 2023 recession narrative.

Economy 52

Economy 52

The Big Picture

JUNE 26, 2023

Rising rates, falling savings, increased deficits, dubious GDP : Ever since the yield curve inverted and warnings of “imminent recession” filled the air, the Philly Fed’s map of State Coincident Indexes has provided a good real-time snapshot of the state of the economy. appeared first on The Big Picture.

Economy 309

Economy Banking Marketing Marketing 309

The Big Picture

APRIL 25, 2024

A quick note on the state of the economy in light of some recent data. The economy remains robust, inflation is more of a housing issue with some services concerns thrown in. Q1 2024 Gross Domestic Product expanded at a disappointing 1.6% — note this is seasonally and inflation-adjusted annual rate.

Economy 201

Economy Economics Banking Investing 201

Bell Investment Advisors

AUGUST 2, 2023

Bureau of Economic Analysis showed the domestic economy grew at an inflation-adjusted pace of 2.4% during the second quarter of 2023. The post The Economy Continues to Look Good appeared first on Bell Investment Advisors. With inflation taming, why did the Federal Reserve increase interest rates again? A report from the U.S.

Economy 52

Economy Valuation Investment Advisor 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. papers.ssrn.com) Economy People have nostalgia for a time that never existed. awealthofcommonsense.com) Where Q4 2023 GDP is tracking. wsj.com) Why Blackrock ($BLK) is buying infrastructure manager GIP.

Financial Advising 281

Financial Advising Engineering Food Economics 281

Abnormal Returns

OCTOBER 2, 2023

September 2023 How major asset classes performed in September 2023. cnbc.com) Global The costs of the war in Ukraine are adding up for the Russian economy. snippet.finance) Economy American households are in pretty good financial shape. capitalspectator.com) How factors have performed YTD. phenomenon.

Financial Advising 277

Financial Advising Financial Advice Economy Media 277

Abnormal Returns

DECEMBER 1, 2023

Markets The performance of major asset classes in November 2023. on.spdji.com) The magnificent seven stocks are having a big 2023, in part because they had a rough 2022. morningstar.com) Economy Housing is holding up U.S. capitalspectator.com) Even after November's rally low volatility stocks are still down on the year.

Financial Advising 261

Financial Advising Media Economy Management 261

Abnormal Returns

DECEMBER 18, 2023

allstarcharts.com) Strategy The best thing you could have done in 2023 was to stick to your plan. awealthofcommonsense.com) It was hard to lose money in 2023, but here are five ways it may have happened. bbc.com) How young Chinese are dealing with a lethargic economy. ft.com) Here are some more signs of market strength.

Financial Advising 264

Financial Advising Startup Media Government 264

Abnormal Returns

JANUARY 9, 2024

visualcapitalist.com) Some more charts from 2023 including the drop in IPO activity. axios.com) ETFs The pace of ETF closures picked up in 2023. ft.com) Economy How much is negative news sentiment driving bad economic vibes? Markets The periodic table of commodity returns over the past decade.

Financial Advising 256

Financial Advising Media Economy Economics 256

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. In the meantime, I hope the rest of 2023 treats you well.

Asset Allocation 78

Asset Allocation Economy Financial Market Assets 78

Abnormal Returns

JANUARY 30, 2024

theblock.co) Economy Why the U.S. economy outperformed expectations in 2023. (bloomberg.com) The Magnificent 7 are crushing active managers. ft.com) The Graystone Bitcoin Trust ($GBTC) is down to a ~36% market share. apricitas.io) The November Case-Shiller numbers showed a 5.1% increase in national house prices.

Pharmaceutical 242

Pharmaceutical Financial Advising Economy Media 242

Carson Wealth

JANUARY 2, 2024

The economy surprised, the consumer remained resilient, stocks soared, and even bonds did well on the year thanks to a late-innings rally. Some are perhaps unorthodox, but they tell us a lot about 2023 while setting the scene for 2024. Some are perhaps unorthodox, but they tell us a lot about 2023 while setting the scene for 2024.

Marketing 89

Marketing Marketing Economy Manufacturing 89