Calculated Risk

DECEMBER 18, 2024

The ABI score is a leading economic indicator of construction activity, providing an approximately nine-to-twelve-month glimpse into the future of nonresidential construction spending activity. The score is derived from a monthly survey of architecture firms that measures the change in the number of services provided to clients.

Investments 281

Investments Investing Numbers Economics 281

Calculated Risk

FEBRUARY 7, 2025

The headline jobs number in the January employment report was below expectations, however, November and December payrolls were revised up by 100,000 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 January.

Numbers 179

Numbers Economics 179

Calculated Risk

MARCH 7, 2025

The headline jobs number in the February employment report was slightly below expectations, and December and January payrolls were revised down by 2,000 combined. Part Time for Economic Reasons From the BLS report : " The number of people employed part time for economic reasons increased by 460,000 to 4.9 million from 4.48

Numbers 147

Numbers Economics 147

Calculated Risk

APRIL 17, 2025

Here is their weekly report: Weekly Housing Trends ViewData for Week Ending April 12, 2025 Active inventory climbed 31.2% from a year ago The number of homes actively for sale remains significantly higher than last year, continuing a 75-week streak of annual gains. Realtor.com has monthly and weekly data on the existing home market.

Numbers 162

Numbers Economics Sales Marketing 162

Calculated Risk

MAY 2, 2025

The headline jobs number in the April employment report was above expectations, however, February and March payrolls were revised down by 58,000 combined. Part Time for Economic Reasons From the BLS report : " The number of people employed part time for economic reasons, at 4.7 million, changed little in April.

Numbers 162

Numbers Economics 162

The Big Picture

JANUARY 4, 2025

Global Financial Data ) Vanguard 2025 economic and market outlook : The global monetary easing cycle will be in full swing in 2025, with inflation in most developed economies now within touching distance of central banks targets. The good fortune of high productivity growth and a surge in available labor has propelled the U.S.

Government 246

Government Advertising Economy Engineering 246

Calculated Risk

APRIL 8, 2025

This was before the recent surge in economic uncertainty and stock market volatility that might impact existing home sales. Important: There were the same number of working days in March 2025 (21) as in March 2024 (21). This was an increase from the average rate for homes that closed in February.

Marketing 162

Marketing Marketing Sales Numbers 162

Calculated Risk

FEBRUARY 19, 2025

From the Fed: Minutes of the Federal Open Market Committee, January 2829, 2025. Business contacts in a number of Districts had indicated that firms would attempt to pass on to consumers higher input costs arising from potential tariffs. emphasis added

Economy 147

Economy Economics Numbers Marketing 147

Calculated Risk

NOVEMBER 20, 2024

The ABI score is a leading economic indicator of construction activity, providing an approximately nine-to-twelve-month glimpse into the future of nonresidential construction spending activity. The score is derived from a monthly survey of architecture firms that measures the change in the number of services provided to clients.

Clients 204

Clients Investments Investing Numbers 204

Calculated Risk

NOVEMBER 10, 2024

In addition to data center planning normalizing, a moderate pullback in the number of planning projects for several other nonresidential sectors also contributed to the decline in the Dodge Momentum Index for October,” stated Sarah Martin, associate director of forecasting at Dodge Construction Network. “In in October to 197.2

Healthcare 147

Healthcare Planning Education Numbers 147

Calculated Risk

APRIL 9, 2025

From the Philly Fed : The Federal Reserve Bank of Philadelphia has released the coincident indexes for the 50 states for February 2025. An explanation from the Philly Fed: The coincident indexes combine four state-level indicators to summarize current economic conditions in a single statistic. The Philadelphia Feds U.S. city average).

Manufacturing 162

Manufacturing Banking Numbers Economics 162

Calculated Risk

APRIL 2, 2025

From the Philly Fed : The Federal Reserve Bank of Philadelphia has released the coincident indexes for the 50 states for January 2025. An explanation from the Philly Fed: The coincident indexes combine four state-level indicators to summarize current economic conditions in a single statistic. The Philadelphia Feds U.S. city average).

Manufacturing 162

Manufacturing Banking Numbers Economics 162

Calculated Risk

JUNE 6, 2025

The headline jobs number in the May employment report was slightly above expectations, however, March and April payrolls were revised down by 95,000 combined. Part Time for Economic Reasons From the BLS report : " The number of people employed part time for economic reasons, at 4.6 YoY in March 2022 and was at 3.9%

Numbers 130

Numbers Economics 130

Calculated Risk

SEPTEMBER 18, 2024

The ABI score is a leading economic indicator of construction activity, providing an approximately nine-to-twelve-month glimpse into the future of nonresidential construction spending activity. The score is derived from a monthly survey of architecture firms that measures the change in the number of services provided to clients.

Clients 323

Clients Numbers Economics Investments 323

Dear Mr. Market

APRIL 2, 2025

Read more : March Madness: Final Four Investing Bracket 2025 Large Cap Region: The Heavyweights Clash This years large-cap region includes some of the markets biggest names. Eli Lilly , on the other hand, boasts a robust pipeline and solid earnings, making it a relatively safer and more predictable investment for the remainder of 2025.

Investments 78

Investments Investing Valuation Advertising 78

Calculated Risk

SEPTEMBER 17, 2023

The biggest focus of the September meeting should be the updated Summary of Economic Projections (SEP). At their September meeting, Fed officials are likely to make fairly straightforward revisions to their economic projections that reflect these recent developments. Economic projections will be released at this meeting.

Banking 288

Banking Economics Economy Communication 288

Validea

MAY 15, 2025

As of May 2025, Buffetts Berkshire Hathaway holds roughly $3 billion of Visa and $2.3 Their economic moats are enormous, built on scale, trust, and embedded technology. Key Fundamental Metrics (as of May 2025) Metric Visa Mastercard Price/Earnings 35.8x 40.4x NYSE: V) and Mastercard Inc. Return on Equity (ROE) 51.7% 188.9%

Numbers 52

Numbers Valuation Assets Banking 52

The Big Picture

MARCH 6, 2025

At the Money: Chicago Fed President Austan Goolsbee on Tariffs, Supply Chains and Inflation (March 5, 2025) What is the potential inflation impact of tariffs? How should investors view the relationship between trade policy and inflation in the current economic environment? He’s president of the Federal Reserve Bank of Chicago.

Economy 162

Economy Economics Food Banking 162

The Big Picture

APRIL 17, 2025

This was impossible, and I said so: Either you guys are either going to win the Nobel prize in economics or go to jail. That was the pitch for securitized subprime mortgages (MBS). There is nothing in between. (I I got called into our general counsels office for that one) Regardless, we know how that Free lunch worked out.

Investments 267

Investments Investing Accounting Startup 267

Calculated Risk

MAY 29, 2023

See Pandemic Economics, Housing and Monetary Policy: Part I and Part II. GDP projections of Federal Reserve Governors and Reserve Bank presidents, Change in Real GDP 1 Projection Date 2023 2024 2025 Mar 2023 0.0 Two key leading economic indicators are suggesting a recession this year. 2) Significant policy error.

Sales 363

Sales Economy Banking Economics 363

Carson Wealth

NOVEMBER 4, 2024

However, this shouldn’t be a big surprise because we knew Hurricanes Milton and Helene would weigh on the numbers. September payrolls were revised down by 31,000 to +223,000 jobs, and August was revised down by 81,000 to +78,000 (the first sub-100,000 monthly payroll number since December 2020). But those numbers are backward looking.

Marketing 96

Marketing Marketing Economy Numbers 96

Calculated Risk

OCTOBER 23, 2024

The ABI score is a leading economic indicator of construction activity, providing an approximately nine-to-twelve-month glimpse into the future of nonresidential construction spending activity. The score is derived from a monthly survey of architecture firms that measures the change in the number of services provided to clients.

Clients 195

Clients Investments Investing Numbers 195

Calculated Risk

JULY 24, 2024

The ABI score is a leading economic indicator of construction activity, providing an approximately nine-to-twelve-month glimpse into the future of nonresidential construction spending activity. The score is derived from a monthly survey of architecture firms that measures the change in the number of services provided to clients.

Investments 189

Investments Investing Numbers Economics 189

Zoe Financial

MARCH 24, 2025

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA March 24th, 2025 Watch Time: 2.5 Economic Update: Federal Reserve: Held rates steady at 4.25%4.50% Economic Update: Federal Reserve: Held rates steady at 4.25%4.50% Raised inflation outlook for 2025, and lowered GDP growth expectations for this year.

Marketing 52

Marketing Marketing Economics Taxes 52

Carson Wealth

JANUARY 13, 2025

Current Market Volatility Normal for a Bull Market The S&P 500 is off to a bit of a rocky start in 2025, an extension of weakness in December 2024. Monthly numbers can be noisy and so a 3-month average is helpful. Cue expectations for rate cuts in 2025, which moved significantly after the payroll report was released.

Marketing 75

Marketing Marketing Economy Compliance 75

Carson Wealth

MARCH 3, 2025

In other words, after back-to-back 20% gains the past two years, maybe a well-deserved break to kick off 2025 is perfectly normal. Given our overall still positive economic backdrop, to see this much worry in the air is actually rather bullish and why we dont expect the recent weakness to spiral out of control. in January and was up 5.7%

Marketing 78

Marketing Marketing Economy Government 78

Carson Wealth

APRIL 21, 2025

As the chart below shows, the S&P 500s advance/decline line has held up well above the early 2025 lows, whereas price for the S&P 500 has broken beneath those levels, suggesting there is potential strength under the surface. We wrote in our 2025 Outlook that elevated interest rates are a risk.

Marketing 78

Marketing Marketing Economy Investments 78

Advisor Perspectives

MARCH 25, 2025

A number of economists have lowered their forecast for growth in real gross domestic product due to a widening trade deficit and sluggish consumer spending. An uncertain trade war and tepid labor demand have also clouded the outlook for the rest of 2025. The US economy looks set to disappoint this quarter.

Economics 52

Economics Economy Numbers 52

Harness Wealth

MAY 2, 2025

The Tax Cuts and Jobs Act (TCJA)the 2017 tax code overhaul designed to boost economic growthis set to expire on December 31, 2025. Its primary objectives were to stimulate economic growth through major tax reductionsparticularly for corporationsand to simplify the tax system for individuals. tax-paying arena.

Taxes 52

Taxes Clients Insurance Distribution 52

Harness Wealth

MAY 12, 2025

The tax arena may be in a constant state of flux, however, 2025 is proving to be a year of major upheavals. In the article, well explore 2025s key tax trends , the specific state-level tax changes, and how Harness can serve as a dependable guide through it all. Alaska: Eliminated remote seller transaction threshold ($100k sales nexus).

Taxes 52

Taxes Sales Retail Insurance 52

Mr. Money Mustache

FEBRUARY 25, 2025

So as stock investors here in 2025, were just like rental house investors finding that house prices have more than doubled while rents are only up by a bit. After all, if you look at the history of US economic growth over time, it averages out to a surprisingly steady figure, decade after decade: about 3% after inflation.

Marketing 66

Marketing Marketing Sales Portfolio 66

Nationwide Financial

AUGUST 29, 2022

The Tax Cuts and Jobs Act, which passed at the end of 2017 and established current income tax rates, is scheduled to “sunset” at the end of 2025. If the TCJA sunsets, the 2017 tax brackets will have to be indexed from 2017 numbers. But even without new legislation, the prospect of higher taxes in the future is still looming.

Taxes 98

Taxes Retirement Accounting Budgeting 98

Diamond Consultants

DECEMBER 18, 2024

Logically, as a result, we do not expect deals to move higher in 2025. For an advisor who wants to maximize the economics of a transition, a move to another traditional firm before sunsetting may be a better route ( move once, monetize twice ). Suddenly, we find the industry facing 1.) a declining interest rate environment, 2.)

Recruitment 52

Recruitment Retirement Assets Education 52

Carson Wealth

OCTOBER 14, 2024

The elevated core numbers are due to lagging shelter inflation within official data (shelter makes up 44% of core CPI). I don’t know how you can look at these numbers and still say inflation is a problem. The chart below shows monthly inflation numbers (headline and core) over this period. Core CPI is up 3.3%

Marketing 96

Marketing Marketing Numbers Food 96

The Big Picture

MAY 7, 2025

ATM: How to Change Careers Dr. Bill Bernstein (May 7, 2025) How often have you thought about making major change in your career? And I, well, it was that, and it was about him and a number of other people. His firm, Efficient Frontier Advisors manages $400 million in client assets ($25m minimum). I saw that.

Asset Allocation 147

Asset Allocation Medical Assets Management 147

Trade Brains

DECEMBER 13, 2023

India’s IPO market has made a strong comeback this year, making it the global leader in the number of IPOs so far in 2023 and attracting investors to take advantage of the renewed interest in public offerings on Dalal Street. What do the numbers tell about IPOs? 2014 5 0.14 2015 21 1.63 2016 26 3.18 2017 36 8.06 2018 24 3.71

Numbers 64

Numbers Retail Startup Investments 64

The Big Picture

APRIL 29, 2025

You get a bachelor’s in economics from Colgate and then an MBA in finance from NYU Stern. I was an economics and English major. Certainly Q1, 2025 Europe is dramatically outperforming the us. So that, that number ultimately is about 40 billion of our 150 billion of equity. So let’s start with your background.

Management 130

Management Assets Portfolio Insurance 130