Calculated Risk

JANUARY 7, 2024

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2024. Most FOMC participants expect around three 25 bp rate cuts in 2024. What will the Fed Funds rate be in December 2024? My guess is there will be around 5 rate cuts in 2024, and the first cut is likely in March.

Economics 70

Economics Sales Numbers Investing 70

Cornerstone Financial Advisory

APRIL 22, 2024

1,2 On Tuesday, remarks from Fed Chair Jerome Powell indicated a shift in thinking—from being confident to not-so-confident about interest rate cuts in 2024. 5 Source: YCharts.com, April 20, 2024. 6 This Week: Key Economic Data Tuesday: PMI Composite. Dependents who have individual taxpayer identification numbers.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

APRIL 1, 2024

Weekly Market Insights: Stocks Narrowly Higher Presented by Cornerstone Financial Advisory, LLC Stocks were narrowly higher for the week as investors digested mixed economic news about consumer confidence. All three of the major averages posted gains for Q1 2024. Conflicting economic news on Monday and Tuesday contributed to the slide.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

FEBRUARY 5, 2024

2 Source: YCharts.com, February 3, 2024. 3 This Week: Key Economic Data Monday: ISM Services Index. Source: Investors Business Daily – Econoday economic calendar; February 2, 2024 The Econoday economic calendar lists upcoming U.S. CNBC.com, January 29, 2024 2. CNBC.com, February 2, 2024 4.

Marketing 82

Marketing Marketing Taxes Economics 82

Calculated Risk

MAY 3, 2024

The headline jobs number in the April employment report was below expectations, and February and March payrolls were revised down by 22,000 combined. Part Time for Economic Reasons From the BLS report : " The number of people employed part time for economic reasons, at 4.5 million, changed little in April. million from 4.31

Numbers 120

Numbers Economics Manufacturing 120

Calculated Risk

MAY 14, 2024

From the NY Fed: Household Debt Rose by $184 Billion in Q1 2024; Delinquency Transition Rates Increased Across All Debt Types The Federal Reserve Bank of New York’s Center for Microeconomic Data today issued its Quarterly Report on Household Debt and Credit. Aggregate delinquency rates increased in Q1 2024, with 3.2% rise from 2023Q4.

Economics 117

Economics Retail Accounting Banking 117

Cornerstone Financial Advisory

JANUARY 2, 2024

The four-week moving average, which better illustrates jobless claim trends, was little changed, coming in at 212,000; this was the lowest number since late October. 5 Continuing jobless claims, which measures the number of individuals collecting unemployment benefits, was flat from the previous week at 1.88 Copyright 2024 FMG Suite.

Taxes 83

Taxes Investment Advisor Numbers Investing 83

Calculated Risk

APRIL 5, 2024

The headline jobs number in the March employment report was above expectations; and January and February payrolls were revised up by 22,000 combined. Part Time for Economic Reasons From the BLS report : " The number of people employed part time for economic reasons, at 4.3 million, changed little in March. million from 4.36

Numbers 125

Numbers Economics Manufacturing 125

Zoe Financial

MAY 12, 2024

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA May 13, 2024 Watch Time: 3 minutes Welcome to this week’s Market Drama! Earnings are driving market action: 92% of S&P 500 companies have reported for Q1 2024. Actual economic or market events may turn out differently than anticipated.

Marketing 52

Marketing Marketing Economics Taxes 52

Dear Mr. Market

MARCH 17, 2024

Click here or below to see or enlarge the entire bracket for 2024. In other words, these investments (or “teams”) are ranked and seeded on a number of factors but one of the main drivers is how hot they recently performed within the past few months or recent year.

Investing 105

Investing Investments Portfolio Assets 105

Abnormal Returns

DECEMBER 3, 2023

Markets Should you care what Wall Street strategists have to say about 2024? downtownjoshbrown.com) College-educated women with children under 10 are in the workforce at record numbers. wsj.com) The economic schedule for the coming week. tker.co) There are a lot of stocks, especially on the Nasdaq, trading below $1 a share.

Asset Allocation 213

Asset Allocation Financial Advising Startup Economy 213

Zoe Financial

APRIL 8, 2024

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA April 08, 2024 Watch Time: 3 minutes Welcome to this week’s Market Drama! Friday payroll number was higher than expected. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.

Marketing 52

Marketing Marketing Taxes Economics 52

Nationwide Financial

APRIL 10, 2023

March’s employment report showed a continued moderation in job growth, but the number of hires was still solid. The new orders components in both surveys provide evidence of weakening economic demand, and the surveys are consistent with a slowing economy. Key Takeaways: What we learned last week: (pg. percent from 4.6

Economics 52

Economics Manufacturing Retail Sales 52

Carson Wealth

NOVEMBER 13, 2023

Business formation and policy could continue to support productivity in 2024. STOCK MARKET: WHY WE THINK THE BULL MARKET WILL CONTINUE IN 2024 [link] As we head into 2024, earnings could drive stocks higher. When profits are at a record, stocks tend to follow, and we expect that to occur in 2024.

Marketing 96

Marketing Marketing Economy Startup 96

Risk Management Guru

NOVEMBER 20, 2023

Here are 10 key highlights regarding risk management in financial services during 2023: Increased focus on operational risk : Operational risk has become a major focus of attention for financial services firms, due to the increasing number of cyberattacks and other operational failures.

Risk Management 105

Risk Management Financial Services Management Compliance 105

Carson Wealth

JANUARY 2, 2024

As we look ahead to 2024, we want to share with you some of our team’s favorite charts on the year. Some are perhaps unorthodox, but they tell us a lot about 2023 while setting the scene for 2024. As we approach 2024, the AI theme appears enduring. Just like everyone called it, right? But then a funny thing happened.

Marketing 89

Marketing Marketing Economy Manufacturing 89

Calculated Risk

APRIL 24, 2024

From the AIA: ABI March 2024: Architecture firm billings retreat further in March Business conditions at architecture firms softened in March, as the AIA/Deltek Architecture Billings Index (ABI) score declined to 43.6 This index usually leads CRE investment by 9 to 12 months, so this index suggests a slowdown in CRE investment in 2024.

Economics 95

Economics Clients Investing Investments 95

Zoe Financial

APRIL 22, 2024

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA April 22, 2024 Watch Time: 3.6 Coming up next week: First quarter GDP numbers PCE inflation data Earnings from tech companies Stay tuned for next week. Actual economic or market events may turn out differently than anticipated. from the recent highs.

Marketing 52

Marketing Marketing Taxes Economics 52

Trade Brains

NOVEMBER 7, 2023

Best Financial Markets to Trade : Are you looking to explore the best financial markets to trade in 2024? Whether you are a novice trader or an expert trader, this article on the best financial markets to trade in 2024 will assist you in making smarter investing selections by educating you on the major financial markets.

Financial Market 59

Financial Market Marketing Marketing Banking 59

Zoe Financial

MARCH 11, 2024

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA March 11, 2024 Watch Time: 3 minutes Welcome to this week’s Market Drama! Economic Updates: Job numbers for February: Headline number: 275,000 jobs added (above expectations). January numbers were sharply revised down from 353,000 to 229,000.

Marketing 40

Marketing Marketing Taxes Economics 40

The Big Picture

MARCH 13, 2024

At the Money: How To Know When The Fed Will Cut with Jim Bianco (March 13, 2024) Markets have been waiting for the Federal Reserve to begin cutting rates for over a year. Well, in 2024, now money market fund is yielding 5. It’s a number that’s put out every Thursday for the previous week. It’s a state program.

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Numbers Insurance Economy Marketing 280

Calculated Risk

FEBRUARY 2, 2024

The headline jobs number in the January employment report was well above expectations, and November and December payrolls were revised up by 126,000 combined. Part Time for Economic Reasons From the BLS report : " In January, the number of people employed part time for economic reasons, at 4.4 Including revisions: The 3.06

Numbers 86

Numbers Economics Manufacturing 86

Zoe Financial

MARCH 18, 2024

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA March 18, 2024 Watch Time: 2 minutes Welcome to this week’s Market Drama! Economic Updates: Inflation numbers came in hotter than expected. CPI data for February – Core CPI number came in at year-over-year 3.8%, expectation was 3.7%.

Marketing 40

Marketing Marketing Taxes Economics 40

Carson Wealth

JANUARY 8, 2024

2023 Stock Gains Suggest a Solid (But Not Spectacular) 2024 The S&P 500 finally fell last week after nine consecutive weeks of gains, the longest weekly winning streak since 2004. The extreme strength since late October is consistent with major bull markets, and we expect this overall upward trend to continue in 2024.

Marketing 96

Marketing Marketing Economy Numbers 96

Calculated Risk

MARCH 8, 2024

The headline jobs number in the February employment report was above expectations; however, December and January payrolls were revised down by 167,000 combined. Part Time for Economic Reasons From the BLS report : " The number of people employed part time for economic reasons, at 4.4 million, changed little in February.

Numbers 64

Numbers Economics Manufacturing 64

Calculated Risk

FEBRUARY 20, 2024

From the MBA: Share of Mortgage Loans in Forbearance Decreases Slightly to 0.22% in January The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance decreased by 1 basis point from 0.23% of servicers’ portfolio volume in the prior month to 0.22% as of January 31, 2024.

Portfolio 60

Portfolio Planning Economics Numbers 60

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

Zoe Financial

APRIL 29, 2024

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA April 29, 2024 Watch Time: 3.2 First Quarter GDP numbers that disappointed: advanced estimate was 1.6% Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. for the week. It is up now 6.9%

Marketing 40

Marketing Marketing Taxes Financial Advisor 40

Calculated Risk

SEPTEMBER 17, 2023

The biggest focus of the September meeting should be the updated Summary of Economic Projections (SEP). Perhaps the most important forecast is the 2024 median, which we think will shift up by 25bp to 4.875%, reflecting just 75bp of cuts next year." Economic projections will be released at this meeting. March 2023 0.0

Banking 110

Banking Economics Economy Communication 110

Zoe Financial

MARCH 4, 2024

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA March 4, 2024 Watch Time: 4.5 Economic Updates: Inflation Data: Personal consumption expenditures index (PCE): Core number for January was up 2.8% Actual economic or market events may turn out differently than anticipated. for the week. as a whole.

Marketing 40

Marketing Marketing Manufacturing Taxes 40

The Big Picture

AUGUST 1, 2023

Recall John Kenneth Galbraith’s observation: “The only function of economic forecasting is to make astrology look respectable.” But we won’t know how big a losing trade it might be until early 2024, when we see the updated valuations. Some folks who are more familiar with the numbers than I have suggested it will not be pretty.

Economics 246

Economics Valuation Marketing Marketing 246

Zoe Financial

FEBRUARY 19, 2024

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA February 19, 2024 Watch Time: 3 minutes Welcome to this week’s Market Drama! PPI Economic Updates: Inflation came in stickier than expected. CPI number repriced the market’s expectations of how many times the Federal Reserve will cut this year.

Marketing 40

Marketing Marketing Taxes Economics 40

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

Zoe Financial

FEBRUARY 12, 2024

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA February 12, 2024 Watch Time: 3 minutes Welcome to this week’s Market Drama! Coming up next week: January CPI numbers. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. for the week.

Marketing 40

Marketing Marketing Wealth Management Taxes 40

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

Mish Talk

DECEMBER 16, 2022

Nonetheless, economic cheerleaders tout the monthly data even when the household survey shows major discrepancies. Fall & Winter Double Issue With that background please consider the Philadelphia Fed Fall & Economic Insights Winter Double Issue for 2022 Q3 and Q4, emphasis mine. employment for the bulk of 2022. But hooray!

Food 361

Food Sales Economics Retail 361

Nationwide Financial

MARCH 27, 2023

Investors should be careful of listening to those who seem to have everything figured out given the number of moving parts and lack of historical precedent. Lost in the focus on global banking issues were some encouraging economic data. News Pressure on the global banks continues, as fears of a contagion weighs on the industry.

Banking 98

Banking Marketing Marketing Asset Allocation 98