Indigo Marketing Agency

JANUARY 24, 2024

Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction. She also worked with top financial services companies like Chase, E-Trade, CNBC, and more.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Carson Wealth

MAY 13, 2024

.” — Dr. Seuss 2024 came out swinging. Economic data remains supportive, according to the Carson Leading Economic Indicator, which is pointing to above-trend growth. Economic data remains supportive, according to the Carson Leading Economic Indicator, which is pointing to above-trend growth.

Marketing 97

Marketing Marketing Economy Economics 97

Carson Wealth

JANUARY 29, 2024

In 2022, positive economic data typically led to a sell-off in the stock market, and weak data often led to a rally. Strong economic growth and better data should be viewed positively, as it shows the economy isn’t falling into a recession. We expect rate cuts in 2024, perhaps starting in May. And that is what is happening now.

Marketing 97

Marketing Marketing Economy Government 97

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

Indigo Marketing Agency

JANUARY 24, 2024

Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction. She also worked with top financial services companies like Chase, E-Trade, CNBC, and more.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

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

OCTOBER 23, 2023

Retail and food service sales have increased at an 8.6% Economic indicators across consumption, income, industry and the labor market don’t point to a recession. 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.

Marketing 143

Marketing Marketing Economy Retail 143

Carson Wealth

DECEMBER 11, 2023

Multiple signs indicate there won’t be a recession in 2024, which contradicts what many expect. We broke this down as a percentage of disposable income to keep it consistent, but it tells a story not often told and suggests no recession is coming in 2024. The consumer remains strong and household balance sheets are in good shape.

Marketing 143

Marketing Marketing Economy Compliance 143

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

Truemind Capital

APRIL 19, 2024

However, unsatisfactory progress to the falling inflation trajectory in the latest numbers has dampened the hope of cutting the rates anytime soon. In case, the results in June 2024 come contrary to the expectations of the thumping majority, we are at a risk of markets correcting by at least 5%.

Financial Market 98

Financial Market Asset Allocation Marketing Marketing 98

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

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

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. The good news is there’s nothing in the economic data that suggests we’re on the verge of a labor-market-induced inflation surge. median return.

Marketing 96

Marketing Marketing Valuation Economy 96

Brown Advisory

JANUARY 18, 2024

bgregorio Thu, 01/18/2024 - 06:58 Over the holidays, I had the good fortune of discovering The Great Bridge, authored by famed historian David McCullogh in 1972. There remains uncertainty as to how the economy in 2024 will be impacted by 525 bps of U.S. Equity Beat: Is A Continuation Of The Market Rally A Bridge Too Far?

Marketing 52

Marketing Marketing Valuation Clients 52

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

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. It doesn’t appear we are late in the economic cycle nor on the precipice of a recession (within the next 4-6 months). Single-family starts surged 19% in May.

Marketing 52

Marketing Marketing Economy Numbers 52

Brown Advisory

AUGUST 11, 2023

SNI 8% “We’re now assuming the economic recovery is pushed into 2024.” It is a market-value weighted index (stock price times number of shares outstanding), with each stock's weight in the Index proportionate to its market value. economic activity based on a survey of purchasing managers at more than 300 manufacturing firms.

Economy 98

Economy Manufacturing Clients Economics 98

Brown Advisory

DECEMBER 13, 2023

Turning to 2024, there are several known unknowns that are in focus for investors. Will geopolitical conflicts lead to unknown economic consequences? It is a market-value weighted index (stock price times number of shares outstanding), with each stock's weight in the Index proportionate to its market value. Can the U.S.

Valuation 52

Valuation Clients Investing Investments 52

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

The Big Picture

MARCH 7, 2023

Maria Vassalou has a fascinating history and background, London School of Economics to Columbia School of Business, where she actually was a professor for over a decade, and started consulting to the hedge fund and financial services industry. At the same time, we are going through tectonic changes in the world economic order.

Assets 164

Assets Management Portfolio Marketing 164

The Big Picture

OCTOBER 3, 2023

 The transcript from this week’s, MiB: Gary Cohn, Director of the National Economic Council, President of Goldman Sachs , is below. We dive deep into all sorts of things about running businesses, managing risk, and then when we began talking about his public sector service, we went deep into the Tax Cuts and Job Act of 2017.

Taxes 271

Taxes Banking Clients Management 271

The Big Picture

OCTOBER 31, 2023

And so our initial thrust was what our first hedge fund called Bay Pond, which is a financial services hedge fund, started by Nick Adams back in 1994, which will, I guess be celebrating its 30th anniversary next year. Do do we care about round numbers like a hundred million or 500 million in sales?

Management 154

Management Investing Investments Portfolio 154