Carson Wealth

JULY 31, 2023

After a large reversal Thursday, stocks bounced back Friday, bolstered by the continued impressive performance of the economy (further details below). Instead of saying the economy grew at a “modest” pace, Fed members said it’s growing at a “moderate” pace. Moderate” is Fedspeak for a strong economy. The economy grew 2.4%

Economy 52

Economy Marketing Marketing Compliance 52

Carson Wealth

APRIL 1, 2024

DON’T FEAR A STRONG START TO THE YEAR It’s April 1, and the first quarter of 2024 is in the books. 2024 is off to a strong start. Stocks have ended each of the first three months of 2024 higher. by the end of the first quarter, which is a little different than the approximately 10% gain so far in 2024. While our 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. That is a huge shift and an acknowledgement that the economy is strong.

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Carson Wealth

JANUARY 22, 2024

As discussed in our 2024 Market Outlook, we believe the rate cuts would support a 4-6% total return for the Bloomberg U.S. Aggregate Index in 2024. For a broad view of our expectations for the economy, stocks, and bonds in 2024, download our 2024 Market Outlook. by the end of 2024. by the end of 2024.

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Marketing Marketing Economy Portfolio 97

Carson Wealth

APRIL 29, 2024

The Headline GDP Number Masks a Strong Economy The economy grew 1.6% increase in the last quarter of 2024. Excluding these categories provides a much clearer picture of actual spending and production in the economy, i.e., final demand after adjusting for inflation. in the first quarter, after adjusting for inflation.

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Carson Wealth

JANUARY 16, 2024

Carson Investment Research 2024 Market Outlook: Seeing Eye to Eye We are targeting a total return of 11-13% for the S&P 500 Index in 2024 and 4-6% for the Bloomberg U.S. Market participants, strategists, policymakers, and the economy rarely saw eye to eye. Aggregate Bond Index. What a strange year we had in 2023.

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Carson Wealth

NOVEMBER 20, 2023

In 2024, even a slightly less restrictive Fed may be welcomed by markets, which may cheer a federal funds rate of 4.5% That is particularly meaningful because households have more income to spend elsewhere — keeping consumption and the economy humming. Inflation data last week likely took an additional rate hike off the table.

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Risk Management Guru

NOVEMBER 20, 2023

In 2024, the financial services industry is likely to face a number of new challenges, such as the continued impact of inflation, the potential for a recession, and the increasing risk of cyberattacks. Regulatory compliance : The regulatory landscape is constantly changing.

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Carson Wealth

OCTOBER 23, 2023

The economy has strong momentum, with growth accelerating since the first half of the year. Let’s Call It Like It Is: The Economy Is Strong, and There’s No Recession on the Horizon A year ago, a Bloomberg Economics model projected a recession within the next 12 months with 100% probability. Through June 2023, the economy grew 2.4%

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Carson Wealth

DECEMBER 18, 2023

13, was important for two reasons: The Federal Reserve acknowledged that inflation is easing faster than expected, and Fed members will likely start cutting rates in the first half of 2024. The 2024 estimate was revised from 2.6% They moved the 2024 rate estimate from 5.1% Wednesday, Dec. Let’s start with the Fed meeting.

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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. As we wrote in our 2024 Outlook, “Seeing Eye to Eye” ( download here ), productivity growth is a game-changer for the economy. equities in particular.

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Carson Wealth

MARCH 4, 2024

The economy continues to appear in good shape. s consumer-driven economy. Lastly, the first two months of 2024 are continuing a rally that began in the final two months of 2023. Ultimately, what matters for an economy that runs mostly on consumption is inflation-adjusted income growth. The S&P 500 was up 19.9%

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Carson Wealth

FEBRUARY 20, 2024

Big picture: The bull market is alive and well, and we continue to expect higher prices overall in 2024. The economy remains on firm footing overall, and we expect record earnings this year. The timing of the first cut has been pushed out to June and investors are pricing in about four rate cuts in all of 2024, equivalent to 1%.

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Marketing Marketing Economy Medicine 96

Carson Wealth

NOVEMBER 27, 2023

The economy remains strong, the consumer is healthy, the wall of worry is intact, and manufacturing is bottoming. These factors are tailwinds as we head into 2024 and likely beyond. 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.

Marketing 96

Marketing Marketing Manufacturing Retail 96

Carson Wealth

APRIL 8, 2024

economy continues to look solid, with markets rallying Friday after a stronger-than-expected jobs report. Of course, markets will ultimately respond to movement in the economy and corporate America, which we discuss below. economy, and the job market is leading the way. last week, getting the first quarter off to a slow start.

Marketing 96

Marketing Marketing Valuation Economy 96

Carson Wealth

MARCH 11, 2024

Although conditions are quite stretched near term, we continue to expect higher prices in 2024. The bottom line is the economy is strong because the labor market is strong. The global economy was in shambles, and people were losing their jobs all around. Bank stocks were outright collapsing, with many down 90%.

Marketing 97

Marketing Marketing Economy Compliance 97

Carson Wealth

FEBRUARY 26, 2024

Overall, the bull market is alive and well and we continue to expect further gains for the S&P 500 in 2024. Use cases are expanding across industries, reflecting an overall focus on increasing productivity that may have long-lasting effects, a theme we discussed in our 2024 Outlook Seeing Eye to Eye. AI is not only a NVIDIA story.

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Trade Brains

FEBRUARY 26, 2024

2500 Cr which will open on 28th February 2024. The issue will close on 1st March and be listed on the exchange on 6th March 2024. Source: RHP As of January 31, 2024, the projects owned, operated, and managed by the Project SPVs are approximately 497.3 This will be India’s 2nd listed highway Infrastructure Investment Trust.

Government 59

Government Assets Compliance Transportation 59

Carson Wealth

APRIL 15, 2024

More than three months into 2024, stocks have pulled back 2.5%, which would tie it with 1995 for the smallest pullback ever if things stay this way. The Strong Economy Not Causing Inflation to Accelerate Outside of shelter and motor vehicle insurance, most categories are seeing disinflation or an outright fall in prices.

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Carson Wealth

JUNE 20, 2023

The economy continues to surprise to the upside, inflation is coming back to earth, and the Federal Reserve is likely done hiking rates. Fast forward three months: The economy has weathered the banking crisis, even as core inflation (excluding food and energy) remains elevated, and the Fed believes rates should end the year higher.

Marketing 52

Marketing Marketing Food Economy 52

Carson Wealth

JULY 17, 2023

But given what we’re seeing in market rents, expect housing inflation to continue decelerating and that’s going to pull core inflation down in a big way later this year and into 2024 as well. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

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Marketing Marketing Food Compliance 98

Carson Wealth

DECEMBER 26, 2023

It is simple, but not easy.” — Warren Buffett, Berkshire Hathaway Looking ahead to 2024, there are four reasons for bulls to smile. Going against the crowd will always ruffle feathers, but we saw many reasons to do it then, and we see many more to expect continued good times in 2024. Here’s our final reason to be bullish in 2024.

Marketing 89

Marketing Marketing Investing Investments 89

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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Marketing Marketing Economy Numbers 97

Carson Wealth

MAY 13, 2024

“ Sometimes the questions are complicated and the answers are simple.” — Dr. Seuss 2024 came out swinging. While some cracks may be forming, the economy remains on firm footing. Admittedly, it can be hard to get a full picture of the economy as the data rolls in week after week. and approaching an all-time high.

Marketing 97

Marketing Marketing Economy Economics 97

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. and higher 75.7%

Marketing 97

Marketing Marketing Economy Manufacturing 97

Carson Wealth

MARCH 25, 2024

As Lee Corso would say, “Not so fast, my friends.” From the end of 2019 through March 15, 2024, the S&P 500 has gained 71%. Keep in mind that even two cuts for an economy that’s running strong is a welcome tailwind for growth. Fed officials upgraded their economic growth projections for 2024 from 1.4%

Marketing 97

Marketing Marketing Economy Manufacturing 97

Carson Wealth

MARCH 18, 2024

Overall, we’re still confident about maintaining our Outlook 2024 estimate of stocks gaining between 11-13% this year. These points indicate we’re still on track to see interest rate cuts in 2024 but fewer than what the market expected at the beginning of the year. We’ve always believed the Fed is likely to cut rates by 0.75-1%

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Food Marketing Marketing Economy 97

Carson Wealth

AUGUST 21, 2023

The economy has surprised to the upside and stocks had one of their best starts to a year. Resilient Economy May Be Accelerating Another month, another slew of economic data that not only shows the economy is resilient, but also that it may be accelerating. But the direction suggests much about how the economy is doing.

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The Big Picture

FEBRUARY 13, 2023

I try to analyze the economy from the top. And to this day, we know when I have a view on the economy, or usually have a view on the economy or inflation, it’s usually driven because I read so many corporate earnings reports and trying to understand why they’re cutting inventory, why are they laying off people.

Economy 143

Economy Numbers Portfolio Marketing 143

Carson Wealth

JUNE 26, 2023

Housing is making a sharp turnaround, and that’s very positive for the economy. The economy continues to surprise to the upside, with housing a potential wildcard that few are discussing. But this is also important: Housing has historically bottomed prior to the end of a recession and has typically led the economy out of one.

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Marketing Marketing Economy Numbers 52

Carson Wealth

MAY 30, 2023

The ingenuity and flexibility of our country’s economy is second to none, and Americans are valued for their resolve and fortitude. In the immediate term, the deal is estimated to reduce spending by about $55 billion in 2024 and another $81 billion in 2025. of GDP in 2024 and 2025.

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Marketing Marketing Budgeting Government 52

Carson Wealth

APRIL 22, 2024

Geopolitical worries are high, but historically the impact of global events on stocks has been short-lived, especially if the economy is strong. While geopolitics is a near-term risk, three major themes for 2024 are worth watching: Data continues to support an overall positive outlook for the economy. From the Oct.

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The Big Picture

APRIL 20, 2023

Net Interest ) see also The Super Rich Are Are Nervous About the Economy. A Wealth of Common Sense ) • We’ve Been Measuring the Economy All Wrong : Questionable theoretical assumptions drive economic models to rubber-stamp disastrous policy changes. ( Should You Be? The Atlantic ) • Fox News won. Dominion won. The rest of us lost.

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Consulting Compliance Economy Investing 286