article thumbnail

Market Commentary: A New Bull Market is Here

Carson Wealth

This popular LEI is premised on the manufacturing sector and business activity/sentiment being leading indicators of the economy. It contains 10 major components, with more than half geared toward the manufacturing sector. It was developed a decade ago and is a key input into our asset allocation decisions.

article thumbnail

Market Commentary: Top Charts From 2023 Set the Scene For 2024

Carson Wealth

Carson’s team provides its top charts that tell the story of 2023, including the four-year presidential cycle, high-tech manufacturing, bond yields, equity style performance, and a certain chipmaker that received a lot of attention. Some are perhaps unorthodox, but they tell us a lot about 2023 while setting the scene for 2024.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Investment Perspectives | Real Returns

Brown Advisory

Changes in their assumed rate of return can impact decisions ranging from asset allocation to the spending level that a portfolio can rationally support. Margins have also benefited to a certain extent from the gradually changing mix of American business from manufacturing to higher-profit sectors, like services, media and software.

article thumbnail

Investment Perspectives | Real Returns

Brown Advisory

Changes in their assumed rate of return can impact decisions ranging from asset allocation to the spending level that a portfolio can rationally support. Margins have also benefited to a certain extent from the gradually changing mix of American business from manufacturing to higher-profit sectors, like services, media and software.

article thumbnail

Investment Perspectives | Confidence

Brown Advisory

Among the concerns breeding skepticism about the economy and the markets are on-again/off-again trade negotiations, disruption of supply chains, declines in manufacturing activity, and sluggish capital spending. The NRI 350 Index is an broad index of Japanese stocks that excludes firms in the financial sector.

article thumbnail

Investment Perspectives | Confidence

Brown Advisory

Among the concerns breeding skepticism about the economy and the markets are on-again/off-again trade negotiations, disruption of supply chains, declines in manufacturing activity, and sluggish capital spending. The NRI 350 Index is an broad index of Japanese stocks that excludes firms in the financial sector.

article thumbnail

Transcript: Neil Dutta

The Big Picture

Well, it should be good for manufacturing. I mean, everyone is kind of up in arms about, oh, the ISM manufacturing PMI is below 50. growth because it’s going to juice (ph) exports, particularly of manufactured goods. You mentioned homebuilders, you mentioned manufacturers. It’s instantaneous. RITHOLTZ: Right.

Economics 143