Carson Wealth

JUNE 10, 2024

2024 is one of the better starts to a year ever, but you’d never know it if all you looked at were the headlines. Expectations were low mostly because we had received some disappointing April data recently that suggested the consumer may be weakening, including retail sales, disposable income, and services consumption.

Marketing 134

Marketing Marketing Economy Numbers 134

Carson Wealth

APRIL 29, 2024

While the GDP number for the first quarter disappointed, strength was evident beneath the surface. The weakest numbers were in areas that are volatile and tend to reverse, such as inventories and net exports. The core numbers were solid again and didn’t change our basic outlook for the rest of the year. in the first quarter.

Marketing 97

Marketing Marketing Economy Government 97

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. Looking at the numbers, more good news could be in store for the bulls. 2024 is off to a strong start. Stocks have ended each of the first three months of 2024 higher. But the odds favor more green numbers.

Marketing 97

Marketing Marketing Economy Economics 97

Brown Advisory

JANUARY 17, 2024

Global Leaders Strategy Investment Letter: January 2024 bgregorio Wed, 01/17/2024 - 05:23 Just want the PDF? Minimising the number of decisions to be correct (or, other hit-rates to be wary of!) Our coach once jokingly quipped that we ought to consider selling new investments after 24 months and buying them back 18 months later.

Investing 52

Investing Investments Portfolio Compliance 52

Carson Wealth

JANUARY 29, 2024

We expect rate cuts in 2024, perhaps starting in May. We will discuss the economic data in more detail below, but broadly, the data shows improvements in manufacturing, housing, services, and inflation as well as healthy employment and a strong consumer. This is likely to continue into 2024. after adjusting for inflation.

Marketing 97

Marketing Marketing Economy Government 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.

Marketing 96

Marketing Marketing Valuation Economy 96

Carson Wealth

MARCH 4, 2024

The numbers suggest the slight near-term lift in inflation is a bump, not a new surge higher. Lastly, the first two months of 2024 are continuing a rally that began in the final two months of 2023. The economy continues to appear in good shape. Real incomes continue to climb, which remains a key source of support in the U.S.’s

Marketing 90

Marketing Marketing Economy Compliance 90

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.

Marketing 97

Marketing Marketing Economy Portfolio 97

Carson Wealth

NOVEMBER 20, 2023

Services inflation excluding housing is trending in the right direction but would have to move further for the Fed to begin to cut rates. In 2024, even a slightly less restrictive Fed may be welcomed by markets, which may cheer a federal funds rate of 4.5% In fact, by spring of 2024, the Fed could even start considering rate cuts.

Marketing 96

Marketing Marketing Economy Distribution 96

Carson Wealth

OCTOBER 23, 2023

Fast forward 12 months and not only did we not have a recession, but economic growth has accelerated over the past quarter and is showing strong momentum as we head into 2024. After adjusting for inflation, retail and food service sales were up 5.7%. The consumption numbers quoted above came amidst surging student loan payments.

Marketing 143

Marketing Marketing Economy Retail 143

Carson Wealth

APRIL 8, 2024

gain, but not a bad number by any means. That means labor productivity continues to run strong, as workers are producing above-trend output while working the same number of hours. As it turns out, 73% of companies exceeded earnings estimates, and another 65% beat on revenues — both numbers are above recent and long-term averages.

Marketing 96

Marketing Marketing Valuation Economy 96

Carson Wealth

JULY 17, 2023

The Path to Lower Inflation Is Now Clear The June CPI report was a positive surprise, both in terms of the headline numbers as well as the underlying details. Fed Chair Powell has cited “core services ex housing” as still being elevated. That comes out to a very impressive 12.2% average, not bad, not bad. Headline inflation rose 0.2%

Marketing 98

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

Stocks gained for the second week in a row, as strong earnings, a dovish Fed, and a “Goldilocks” job number sparked buying. The April jobs number showed a healthy job market while easing concerns that the economy is overheating. The overall inflation numbers, including for core inflation, can hide what’s happening beneath the surface.

Marketing 97

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. The “soft” GDP number hid underlying strength, as most of the weakness was in the numbers that tend not to persist, and the payroll report was quite positive even if it missed expectations. A year ago, it was up 4.4%.

Marketing 97

Marketing Marketing Economy Economics 97

Carson Wealth

FEBRUARY 5, 2024

For a broad view of our expectations for the economy, stocks, and bonds in 2024, download our 2024 Market Outlook. After huge gains last year and a rocky start to 2024, the S&P 500 rebounded during the second half of January and managed to finish the month higher. When January is down, the market is up about 2.1%

Marketing 97

Marketing Marketing Economy Manufacturing 97

Carson Wealth

MARCH 18, 2024

LET’S TALK ABOUT BREADTH Increasingly, the market’s strength includes more than a small number of stocks. Overall, we’re still confident about maintaining our Outlook 2024 estimate of stocks gaining between 11-13% this year. However, we saw it differently after taking a closer look at the numbers. increase in gas prices.

Food 97

Food Marketing Marketing Economy 97

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).

Marketing 97

Marketing Marketing Economy Manufacturing 97

Carson Wealth

JUNE 26, 2023

The number of permits reflects new housing units and is a leading indicator of future supply. These numbers are typical of an economy emerging from a recession. The supply picture becomes even starker when we consider the number of multi-family units under construction. May housing starts and building permits were also strong.

Marketing 52

Marketing Marketing Economy Numbers 52

Carson Wealth

JUNE 3, 2024

in 2024 (including dividends). You can really see that if you look at the narrowing range of categories experiencing high inflation, with noticeable improvement even in 2024 so far. gain, but the numbers will be the same. On top of that, financial services inflation is adding another 0.29 gain in May.

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Marketing Marketing Financial Services Distribution 93