Carson Wealth

JUNE 20, 2023

The last set of projections were made shortly after the Silicon Valley Bank crisis. Fast forward three months: The economy has weathered the banking crisis, even as core inflation (excluding food and energy) remains elevated, and the Fed believes rates should end the year higher. This is where things got interesting.

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Carson Wealth

MARCH 11, 2024

The S&P 500 fell an eventual 57% from its October 2007 peak before bottoming on March 9, 2009, and finally ending the global financial crisis (GFC) bear market. Bank stocks were outright collapsing, with many down 90%. That’s a solid foundation for additional economic gains that ultimately could push stock prices higher.

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Marketing Marketing Economy Compliance 97

Carson Wealth

APRIL 10, 2023

Stocks were relatively flat last week in the face of weak economic data. Services, manufacturing, and job openings all were weak, but the monthly jobs data (more below) was a bright spot. Still, in the face of slowing economic reports, we were impressed stocks were able to hold onto some gains.

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Carson Wealth

AUGUST 28, 2023

Credit markets continue to show very few signs of economic stress. Recent economic data from China show that the world’s second largest economy is in trouble. Much of China’s economic growth is driven by real estate investment, which has pulled back significantly. and financial markets. Any adverse impact on the U.S.

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Carson Wealth

FEBRUARY 26, 2024

The Bank of America Global Fund Manager Survey (GFS) recently showed overall sentiment at the highest level in two years. NVIDIA Earnings Show AI Demand Ramping Up Faster than Supply The economic story behind NVIDIA’s blockbuster earnings is very simple in some ways and goes back to Econ 101.

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Carson Wealth

DECEMBER 18, 2023

In their updated “ Summary of Economic Projections ,” they revised their estimates of core inflation for 2023 down from 3.7% Markets were off to the races after the Fed released its statement and economic projections. has now raced ahead of other developed markets in economic growth since the pandemic.

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Carson Wealth

JUNE 5, 2023

Recent economic data do not point to a recession. Two months of payroll data have been reported since the Silicon Valley Bank crisis in March, and nothing suggests weakness arising from the banking crisis. Compliance Case # 01787581 The post Breakout Confirmed appeared first on Carson Wealth. million jobs.

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Carson Wealth

MAY 8, 2023

In the face of more regional bank crashes and numerous worries about the economy, the stock market continued to hang tough. Data Suggests the Economy Is Healthy If you were worried about a sudden stop for the economy on the back of a banking crisis, fear not. Of course, the banking crisis is a problem.

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Carson Wealth

NOVEMBER 13, 2023

Economic output regained its pre-pandemic level by the first quarter of 2021, with 8 million fewer workers, which translated to higher productivity per worker. That in turn can fuel further productivity gains and signal to the central bank that it can keep rates low. Since 2020, productivity has averaged a 1.4%

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Carson Wealth

MAY 1, 2023

Equities closed out April in strong form amid better-than-expected earnings and resilient economic data. Not a bad way to start the first four months of the year, despite all the recession calls and the banking crisis of March. Don’t Be Fooled by Headline GDP The Bureau of Economic Analysis reported that the U.S.

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Carson Wealth

AUGUST 7, 2023

Right on cue, stocks experienced their worst week since early March and the regional banking crisis. Some may view the lower-than-expected jobs numbers as heralding a recession, but more likely they are signs of economic normalization not weakness. Compliance Case # 01859485_080723_C The post Market Commentary: U.S.

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Carson Wealth

MAY 13, 2024

Economic data remains supportive, according to the Carson Leading Economic Indicator, which is pointing to above-trend growth. This is why we have our own Carson Leading Economic Indicator (LEI) for the U.S. The banking system has held up, and economic growth has run ahead of the pre-pandemic 2010-2019 trend.

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Brown Advisory

AUGUST 14, 2023

banking crisis in 1Q23 and this is undoubtedly not an exhaustive list. Sometimes factors are short and sharp as seen with the US banking crisis earlier this year. ROIC calculations presented use LFY (last fiscal year) and exclude financial services. This is the reasoning behind our drawdown reviews.

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Carson Wealth

APRIL 3, 2023

After being up more than 8% for the year in mid-February, stocks pulled back sharply, due in part to the banking crisis that took place the second week of March. Meanwhile, the banking crisis appears to be fading and isolated to a few companies that made some very poor decisions. But it sure wasn’t easy. And there’s even more evidence.

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Carson Wealth

AUGUST 21, 2023

The Bank of America Global Fund Manager Survey surveys portfolio managers that manage hundreds of billions of dollars. Resilient Economy May Be Accelerating Another month, another slew of economic data that not only shows the economy is resilient, but also that it may be accelerating. Retail sales and food services rose 0.7%

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Carson Wealth

MARCH 25, 2024

Here’s AMC for a perfect example. Amazon now sends customers medicine, and Apple is practically a bank with Apple Pay. Going into this meeting, a big question was whether Fed members would lower that projection to just two cuts in their summary of economic projections (the dot plot). Many came all the way back to earth.

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Carson Wealth

APRIL 24, 2023

Market and economic sentiment remain bearish. The recent Bank of America Global Fund Manager Survey showed the most underweight stocks relative to bonds since the global financial crisis. Another (Potential) Positive for the Economy: Housing Housing was the biggest drag on economic growth last year.

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The Big Picture

AUGUST 15, 2023

Let me say what your compliance wouldn’t allow you to say. SEIDES: Yeah, I wouldn’t measure it in terms of economic returns. Certainly in financial services, we recognize now that there are all these microaggressions that have been in place for decades. We were short subprime mortgages with John Paulson.

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The Big Picture

SEPTEMBER 5, 2023

They were just helping the brokers get a bank loan through the process. I mean, essentially what no one understood in the industry and still don’t understand today in the real estate industry is that when appraisers doing an appraisal for the buyer that’s getting a mortgage, their client is actually the bank.

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The Big Picture

APRIL 25, 2023

Brian Hamburger has been one of the leading authorities in the world of registered investment advisories, broker-dealers, SEC regulatory compliance. You turned out to be the first dual economics financial management major at Quinnipiac. And I would constantly hear them frustrated by the compliance department.

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SEI

SEPTEMBER 6, 2022

Those in and outside the financial services industry are seeking to reconcile this emerging technology and its impact on the ecosystem of investing. While the assets themselves are borderless and natively handle fractionalization, they also provide new opportunities to the under-banked. Tue, 09/06/2022 - 16:15. Ventures (US).

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Carson Wealth

OCTOBER 16, 2023

The largest economic vulnerability is similar to the hazards presented by the Ukraine conflict. Central banks, businesses, and consumers remain sensitive to inflation risk even as prices continue to follow a disinflationary path. Two risks remain: The conflict could expand, and the Middle East remains a sensitive region.

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