Abnormal Returns

APRIL 3, 2024

Markets A look back at Q1 2024 asset class returns. theringer.com) Economy How well does consumer sentiment correlate with the real economy? bonddad.blogspot.com) Part-time is not a negative for the economy if it isn't for economic reasons. novelinvestor.com) Growth and value performance flip-flopped in March 2024.

Financial Advising 220

Financial Advising Economy Media Economics 220

Trade Brains

JULY 6, 2022

Understanding How Does Stock Market Affect The Economy: The stock market and the economy are in a lot of talk in recent days. Seeing the market indexes declined by over 30% within a month, an obvious question among people is to understand how does the stock market affects the economy. How the Stock Market Affect the Economy?

Economy 98

Economy Marketing Marketing Economics 98

Advisor Perspectives

FEBRUARY 7, 2024

Stocks and bonds rallied at the end of last year on the hope of a seemingly improbable combination of dynamics playing out to support financial assets in 2024 — cooling inflation, solid economic growth, a resilient labor market, and as much as 150 basis points of interest-rate cuts.

Economy 105

Economy Economics Assets Marketing 105

Bell Investment Advisors

NOVEMBER 6, 2023

The economic backdrop to these losses, however, stands out. The broader economy surprises, too. A report from the Bureau of Economic Analysis showed that gross domestic product grew at an inflation-adjusted annual rate of 4.9% While higher rates suppress asset prices, they also tend to reward us with higher future returns.

Economy 52

Economy Economics Investment Advisor Numbers 52

Advisor Perspectives

OCTOBER 1, 2023

Certain asset classes thrive or lag as economies move through one cycle to the next. Franklin Templeton Institute’s Tony Davidow shares how to analyze different economic indicators and how asset classes perform through economic regime changes.

Economics 45

Economics Assets Economy 45

Abnormal Returns

NOVEMBER 12, 2023

allstarcharts.com) Strategy What it going to happen to all those assets in money market fund when yields eventually fall? ft.com) Economy Q4 GDP is tracking at 2%. econbrowser.com) Any economic slowdown is coming with consumers in pretty good shape. tker.co) On the divergence between consumer sentiment and the economy.

Financial Advising 219

Financial Advising Economics Economy Manufacturing 219

Abnormal Returns

JANUARY 5, 2024

vulture.com) Economy 10 things Joe Weisenthal and Tracy Alloway learned in 2023. bloomberg.com) Four megatrends heading into 2024 including a more normal economy. open.spotify.com) Brink Lindsey talks economic dynamism with Tyler Cowen.

Economy 207

Economy Economics Management Assets 207

Abnormal Returns

DECEMBER 31, 2023

Markets Asset class returns were pretty green in 2023 except for commodities. nytimes.com) Economy The economic graph of 2023. bonddad.blogspot.com) The American manufacturing economy is bumping along. wsj.com) The economic schedule for the coming week. on.spdji.com) Some of the best charts of 2023.

Financial Advising 219

Financial Advising Medical Economy Economics 219

Abnormal Returns

AUGUST 21, 2023

Asset allocation Asset allocation is not a science. insights.finominal.com) Economy Aging isn't great for economic growth. obliviousinvestor.com) Diversification reduces the risk of adverse outcomes. barrons.com) Strategy Everyone and everything ends up underperforming at some point.

Asset Allocation 237

Asset Allocation Financial Advising Media Assets 237

Abnormal Returns

SEPTEMBER 1, 2023

August 2023 How major asset classes performed in August 2023. morningstar.com) Economy The August NFP showed continued growth and a 3.8% ritholtz.com) Seven economic myths including that the consumer is 'tapped out.' bloomberg.com) Dave Nadig, Barry Ritholtz and Cameron Dawson talk 2023's economic cross-currents.

Financial Advising 220

Financial Advising Advertising Economy Retail 220

Advisor Perspectives

OCTOBER 4, 2023

Northern Trust’s Capital Market Assumptions (CMA) report, an annual report of long-term average annualized return expectations for a wide range of asset classes, forecasts below-trend global growth at an annualized rate of 2.4% trillion in assets under management. trillion in assets under management. a year on average.

Assets 52

Assets Asset Allocation Marketing Marketing 52

Integrity Financial Planning

JANUARY 9, 2023

The 2022 economic climate has been bumpy for most and, in some cases, even bumpier for retirees. Americans and the world at large dealt with the economic ramifications of the Russia-Ukraine war, post-pandemic industrial effects, and rising inflation and interest rates. Inflation Pinched Pockets. 1] [link]. [2] 2] [link]. [3]

Accounting 97

Accounting Retirement Economics Financial Planning 97

The Big Picture

NOVEMBER 25, 2023

He coined the term “K-shaped recovery” to describe the pandemic’s effects on the economy. Atwater previously ran JPMorgan’s asset-backed securities business and served in executive roles at First USA, Bank One and Juniper Financial. The work from home confidence divide was both revealed and amplified by the pandemic.

Economy 271

Economy Economics Banking Assets 271

Abnormal Returns

SEPTEMBER 26, 2023

morningstar.com) Alternative assets are not all that alternative. wired.com) Asset allocation How various asset classes performed during a recession. bonddad.blogspot.com) Economy Economic anxiety isn't going anywhere. Alternatives Private market access funds are all the rage.

Asset Allocation 245

Asset Allocation Financial Advising Assets Media 245

Abnormal Returns

MARCH 20, 2024

morningstar.com) Real assets can be a portfolio drag during periods of quiescent inflation. entertainmentstrategyguy.com) Global It's hard to put a positive spin on Brexit for the UK economy. reuters.com) Economy By any reasonable measure, the average American is better off economically than they were four years ago.

Financial Advising 179

Financial Advising Startup Valuation Economy 179

Abnormal Returns

APRIL 5, 2024

morningstar.com) Buffered ETFs are continuing to gain assets. wsj.com) Economy The March NFP report was 'uniformly positive.' calculatedrisk.substack.com) Americans are confusing the current economic situation with their hopes for the future. advisorperspectives.com) Why UK labor looks like a bargain right now.

Financial Advising 220

Financial Advising Advertising Media Economy 220

Discipline Funds

OCTOBER 20, 2023

Is it gold, commodities, TIPS, stocks, Bitcoin, real assets or something else? ” 1 So, it turns out that the best inflation hedge of the last few years wasn’t any of the assets we traditionally think of inflation hedges. 3) The “This is Fine” Economy. 1) What’s the best inflation hedge?

Economy 76

Economy Retail Government Banking 76

Abnormal Returns

JANUARY 5, 2024

Markets A look at major asset class returns in 2023. visualcapitalist.com) Strategy How to read all those market and economic forecasts. etf.com) Economy The December NFP report showed continued payroll growth and a 3.7% visualcapitalist.com) Long technology, short utilities was the trade in 2023. unemployment rate.

Financial Advising 204

Financial Advising Media Economy Economics 204

Advisor Perspectives

DECEMBER 15, 2023

With the lagging effect of elevated interest rates potentially cooling the appetite of the economic growth engine that is the U.S. consumer, Global Head of Multi-Asset Adam Hetts at Janus Henderson Investors explains why he believes investors should take a defensive stance by prioritizing quality companies and cross-asset diversification.

Economy 52

Economy Engineering Assets Economics 52

Abnormal Returns

DECEMBER 3, 2023

awealthofcommonsense.com) There are a lot of different asset allocations you can live with. axios.com) Economy Josh Brown, "The economy ought to be able to heal itself for the most part. wsj.com) The economic schedule for the coming week. (wsj.com) Strategy Remember all that talk about how the 60/40 portfolio was broken?

Asset Allocation 203

Asset Allocation Financial Advising Startup Economy 203

Abnormal Returns

NOVEMBER 6, 2023

craincurrency.com) Bankrupt FTX has assets to sell. abnormalreturns.com) Economy The quits rate is falling from historic highs. econbrowser.com) Global economic growth numbers don't tell us much. (mrzepczynski.blogspot.com) Five benefits of higher rates on cash, including no drag on holding an emergency fund.

Financial Advising 207

Financial Advising Media Economy Economics 207

Discipline Funds

JUNE 29, 2023

We said the economy was most likely to be “bumpy” this year with a moderately higher chance of a smooth landing and a low chance of a hard landing. Higher interest rates exacerbate credit risk across the economy as credit rolls over into the new higher rate regime and demand for loans slows.

Economics 52

Economics Distribution Economy Assets 52

The Big Picture

SEPTEMBER 19, 2023

The transcript from this week’s, MiB: Elizabeth Burton, Goldman Sachs Asset Management , is below. Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. So I actually went and worked in economics, I was an econometrician. It depends on your asset allocation. Elizabeth Burton : Hi Barry.

Assets 141

Assets Management Portfolio Investing 141

Abnormal Returns

SEPTEMBER 8, 2023

sites.libsyn.com) Economy Roben Farzad talks China's economic slowdown with Alice Fulwood and Vivian Lin Thurston. pod.link) Adam Ashton talks with Tyler Cowen about real-world economics. ritholtz.com) Jack Forehand and Justin Carbonneau talk with Cullen Roche about how he invests his own assets.

Economics 228

Economics Economy Assets Investing 228

Abnormal Returns

NOVEMBER 9, 2023

variety.com) Fund management Why Western asset management firms are struggling in China. institutionalinvestor.com) Economy Are the Fed's models for the economy broken, post-pandemic? calculatedriskblog.com) The many ways that (social) media shapes economic sentiment.

Financial Advising 157

Financial Advising Media Economy Economics 157

Park Place Financial

NOVEMBER 29, 2022

Estates Estate Planning in this Economic Climate Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Between inflation, increasing interest rates, federal changes to monetary policies, and global conflict, many factors are putting a strain on the current economic situation. Create a Trust .

Estate Planning 52

Estate Planning Economics Planning Financial Planner 52

MarketWatch

JUNE 23, 2023

Then, on Thursday, central banks in England, Norway, Switzerland and Turkey stepped in with more rate hikes in a reminder that inflation remains a scourge for policy makers around the world, and that global economic growth could be deteriorating.Read:Global growth outlook deteriorates on central bank rate hikes, raising risks for U.S.

Economy 75

Economy Marketing Marketing Banking 75

Abnormal Returns

AUGUST 3, 2023

wggtb.substack.com) Finance The Apple ($AAPL) Card savings account now has more than $10 billion in assets. economy didn't go into recession this year. theatlantic.com) Why economic perceptions have been so negative. epsilontheory.com) Economy Heavy truck sales are at a record high in the U.S. economy afloat.

Financial Advising 193

Financial Advising Portfolio Management Economy Media 193

Abnormal Returns

JUNE 26, 2023

slate.com) Economy The Misery Index is falling rapidly. thinkadvisor.com) Aaron Brown, "When the economics of EMH is added to the mathematics of MPT, you get the financial revolution that created the Capital Asset Pricing Model and its many descendants." axios.com) Dustin Moskovitz now owns a majority of shares in Asana ($ASAN).

Financial Advising 192

Financial Advising Media Economy Economics 192

The Big Picture

APRIL 21, 2023

If the S&P PMI report proves to be correct (inflation reaccelerating) that is going to be highly problematic for risk assets that have become more comfortable with a “hike to pause” narrative. This is not the same economy as the pre-Covid era. This is the economy of “pushing price” and finding that marginal dollar.

Economy 321

Economy Banking Manufacturing Management 321

MarketWatch

JUNE 23, 2023

Then, on Thursday, central banks in England, Norway, Switzerland and Turkey stepped in with more rate hikes in a reminder that inflation remains a scourge for policy makers around the world, and that global economic growth could be deteriorating.Read:Global growth outlook deteriorates on central bank rate hikes, raising risks for U.S.

Economy 75

Economy Marketing Marketing Banking 75

Abnormal Returns

NOVEMBER 1, 2023

October 2023 The returns to major asset classes in October 2023. finance.yahoo.com) Economy The ISM Manufacturing index fell for the 12th straight month. advisorperspectives.com) Americans aren't used to economic volatility. capitalspectator.com) The S&P 500 was returned -2.10% in October 2023, which outperformed.

Financial Advising 157

Financial Advising Retail Manufacturing Media 157

Abnormal Returns

OCTOBER 23, 2023

(genuineimpact.substack.com) Fund management How indexing has changed the world of asset management. ft.com) There is overcapacity in the traditional asset management industry. wsj.com) Economy Claudia Sahm, "The Fed is wrestling with the question of how good is ‘too good’ when it comes to economic growth."

Financial Advising 173

Financial Advising Startup Banking Media 173

Integrity Financial Planning

DECEMBER 11, 2023

Your portfolio may not be set up with the best possible spread of investments and assets. And while this strategy does have its merits, it can have some flaws in certain economic situations. [1] When businesses are doing poorly, investors turn to bonds as a more stable, interest-yielding asset.

Portfolio 97

Portfolio Economy Financial Guidance Financial Planning 97

Abnormal Returns

MARCH 26, 2023

Strategy Shifting your asset allocation based on economic forecasts is a fool's errand. rationalwalk.com) How the bank crisis could ripple through the economy. notes.mtb.xyz) Companies How old economy companies benefit from Big Tech layoffs. wsj.com) Economy The banking crisis stems directly from the pandemic.

Asset Allocation 130

Asset Allocation Financial Advising Banking Economy 130

The Big Picture

NOVEMBER 13, 2023

Wired ) see also How Social Media Shapes Economic Perception : tiktok, inflation vs jobs, and discontent. Wall Street Journal ) • Investors shake up VC market by raising money to buy out start-ups : Aim is to take advantage of economic headwinds to acquire promising businesses at a discount. trillion in client assets.

Media 130

Media Assets Food Economics 130

The Big Picture

OCTOBER 28, 2023

New York Times ) • How creators became an economic juggernaut and the new American Dream : Millions have ditched traditional career paths to work as online creators and content-makers, using their computers and phones to amass followers and build businesses whose influence now rivals the biggest names in entertainment, news and politics.

Wealth Management 268

Wealth Management Financial Services Banking Management 268