Carson Wealth

MARCH 27, 2023

In the midst of a banking crisis that has seen some of the largest U.S. banks collapse nearly overnight and 100-year-old European banks verging on failure, not to mention a volatile bond market and a plunge in crude oil — the Federal Reserve raised rates. How could this be? Still, economic data is improving. and no cuts in 2023.

Marketing 52

Marketing Marketing Banking Economics 52

Carson Wealth

FEBRUARY 26, 2024

We Aren’t Alone Anymore A year ago, we told anyone who would listen that the economy would likely avoid a recession and stocks were going to have a great year. The Bank of America Global Fund Manager Survey (GFS) recently showed overall sentiment at the highest level in two years. From a contrarian point of view, this is worth noting.

Marketing 96

Marketing Marketing Valuation Economy 96

Carson Wealth

NOVEMBER 13, 2023

ECONOMY The economy saw blockbuster productivity growth in the third quarter. ECONOMY: PRODUCTIVITY GROWTH COULD BE A GAME CHANGER Lost in all the consternation over a weak payroll report this month was robust productivity data, which was released earlier. But this was not because the productive capacity of the economy expanded.

Marketing 96

Marketing Marketing Economy Startup 96

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. April employment data suggests the economy is healthy. The economy created 253,000 jobs in April, above expectations of 179,000. Of course, the banking crisis is a problem.

Marketing 52

Marketing Marketing Economy Banking 52

Carson Wealth

JUNE 5, 2023

Instead, the economy is showing resilience. The economy created 339,000 jobs in May, beating expectations for the 14th consecutive month. However, in the second half of the year, we expect investors to realize the economy is not headed for a recession (more on that below), which should help broaden the bull market. million jobs.

Economy 52

Economy Numbers Compliance Banking 52

Carson Wealth

MAY 15, 2023

In the face of banking and economic concerns, stocks are holding the line. Stocks tend to lead the economy, so just because the economic headlines are poor now doesn’t mean they will be in the future. Stocks tend to sniff out better times, and we continue to believe the economy will surprise to the upside the second half of this year.

Marketing 52

Marketing Marketing Food Economy 52

Carson Wealth

APRIL 17, 2023

The chart below shows annualized growth rates of disposable income, employee compensation (across all workers in the economy), and inflation. That’s positive for consumer spending, which makes up 70% of the economy. We continue to believe the economy can avoid a recession. We’re not there either.

Marketing 98

Marketing Marketing Food Economy 98

Carson Wealth

DECEMBER 18, 2023

He once again emphasized that the risk of not doing enough to curb inflation was now balanced with the risk of holding rates too high for too long (and potentially breaking the economy in the process). Lower interest rates can have significant positive effects on the economy, including on mortgage rates.

Marketing 96

Marketing Marketing Economy Investing 96

Carson Wealth

JULY 10, 2023

The big picture is the economy is normalizing. Big Picture: The Economy Is Normalizing We started this year discussing how the economy has been at the “edge of normal” in our 2023 outlook. The good news is we have slowly but surely moved toward normal since then, even in the face of a banking crisis and debt ceiling drama.

Marketing 52

Marketing Marketing Economy Manufacturing 52

Carson Wealth

APRIL 10, 2023

The banking crisis, a recent softening in job openings, and higher unemployment claims have raised concerns of a labor market slowdown. Then Silicon Valley Bank crashed in early March, raising fears the economy would buckle if a widespread banking crisis followed. Short answer: No.

Marketing 52

Marketing Marketing Economy Banking 52

Trade Brains

SEPTEMBER 17, 2023

Techknowgreen Solutions IPO Review: About the Company Techknowgreen Solutions Limited was incorporated in 2001, it is an environment consulting firm that provides environment consulting services. Registrar to the Issue: Bigshare Services Private Limited. Cr Fresh Issue ₹16.72

Consulting 59

Consulting Compliance Government Clients 59

Carson Wealth

AUGUST 7, 2023

debt was downgraded for a second time in history, but we do not expect this to have much impact on the bull market or the strength of the economy. The economy is growing and normalizing. Lastly, the economy continues to surprise to the upside (discussed further below), so the timing of this downgrade is questionable. on average.

Marketing 52

Marketing Marketing Government Economy 52

Carson Wealth

JUNE 20, 2023

The economy continues to surprise to the upside, inflation is coming back to earth, and the Federal Reserve is likely done hiking rates. The last set of projections were made shortly after the Silicon Valley Bank crisis. in 2024, leading them to project interest rate cuts worth about 1%, even as the economy grows 1.1%

Marketing 52

Marketing Marketing Food Economy 52

Carson Wealth

AUGUST 28, 2023

Recent economic data from China show that the world’s second largest economy is in trouble. economy is likely to be minimal. The S&P 500 pulled back nearly 8% in March during the regional banking crisis and recently fell nearly 5% from the late July peak. and financial markets. In short, China’s economy is in trouble.

Marketing 52

Marketing Marketing Economy Economics 52

Carson Wealth

MAY 1, 2023

Not a bad way to start the first four months of the year, despite all the recession calls and the banking crisis of March. economy expanded by only 1.1% Domestic demand wasn’t boosted only by government spending, although this sector should not be ignored as it makes up close to a fifth of the economy. return since 1950.

Marketing 52

Marketing Marketing Economy Numbers 52

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. Keep in mind that even two cuts for an economy that’s running strong is a welcome tailwind for growth. That’s a big jump and acknowledgement that the economy is strong. Even better, the economy grew 3.1%

Marketing 97

Marketing Marketing Economy Manufacturing 97

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. We continue to believe the economy is strong. Meanwhile, the banking crisis appears to be fading and isolated to a few companies that made some very poor decisions.

Manufacturing 52

Manufacturing Marketing Marketing Electronics 52

Carson Wealth

AUGUST 21, 2023

The economy has surprised to the upside and stocks had one of their best starts to a year. The Bank of America Global Fund Manager Survey surveys portfolio managers that manage hundreds of billions of dollars. Retail sales and food services rose 0.7% Four positive stories on the manufacturing front are tailwinds for the economy.

Marketing 52

Marketing Marketing Economy Retail 52

Carson Wealth

APRIL 24, 2023

Stocks have had a great start to 2023, and the economy continues to surprise to the upside. If one of the world’s largest economies is quickly advancing, what does that do for the odds of a U.S. We are still in that camp, and an improved Chinese economy does little to change our view. The economy grew by 2.1%

Marketing 52

Marketing Marketing Economy Sales 52

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.

Sales 130

Sales Numbers Taxes Marketing 130

The Big Picture

FEBRUARY 28, 2023

I was actually running the Investment Banking Club at BYU, and you know, thought I was interested in that, interested in going to Wall Street. RITHOLTZ: And when you look at the economy for the past decade, or at least as judged by the public markets, Europe seems to have been a little sleepy the past decade. LAYTON: Yeah.

Clients 141

Clients Investing Investments Assets 141

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. And I would constantly hear them frustrated by the compliance department. HAMBURGER: They were just blaming compliance for everything they couldn’t do. RITHOLTZ: Right.

Compliance 152

Compliance Wealth Management Clients Management 152

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. The creator economy, or Web 3.0,

Assets 52

Assets Investing Investments Government 52

Carson Wealth

OCTOBER 16, 2023

Geopolitical events can be tragic; yet, in many cases the economy and stock markets take them in stride. Although we continue to believe yields are rising due to an improved economy, stocks will need yields to at least level off before a major rally can take place. economy can continue to avoid a recession on the resilience of the U.S.

Marketing 96

Marketing Marketing Economy Compliance 96

The Big Picture

MAY 16, 2023

I think eventually it’s Dain Rauscher, which is now Royal Bank. ” If I, if the president ever, this is like a blog post I wrote when the President tweets about the economy, the market will move. So I was very heavy in financial services stock, which was a great lead gen engine. RITHOLTZ: Okay. RITHOLTZ: Yes.

Media 278

Media Investing Investments Valuation 278