Nationwide Financial

FEBRUARY 15, 2023

The year began with a reversal in investors’ mood, from widespread pessimism about a pending recession at the end of 2022 to optimism for a soft landing for the economy, predicated on better-than-expected economic data. Rates might rise and stay higher for longer, challenging the current lofty valuations for equities.

Valuation 104

Valuation Economy Economics Marketing 104

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 . Work with the Professionals .

Estate Planning 52

Estate Planning Economics Planning Financial Planner 52

Nationwide Financial

APRIL 3, 2023

Thoughts Equity markets delivered their third-straight weekly gain, continuing to exhibit remarkable resilience given continued uncertainty in the banking system, Fed policy, macro conditions, interest rates, and inflation. Economic data remains largely benign, with the Atlanta Fed’s GDPNow model forecasting growth of 2.5%

Marketing 105

Marketing Marketing Valuation Economics 105

The Big Picture

JANUARY 9, 2023

My back-to-work morning train WFH reads: • Economist Says His Indicator That Predicted Eight US Recessions Is Wrong This Year : Cambell Harvey’s work showed link between curve inversion and growth Strong labor demand, risk avoidance support US economy now. Bloomberg ). The index is now up 8.9% from its October 12 closing low of 3,577.03

Economy 161

Economy Valuation Education Retail 161

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

Truemind Capital

JANUARY 24, 2024

Many investors of today do not have much idea about how persistently high inflation can be ruinous to the economic health and their own wealth. The world has accumulated a significant proportion of debt at low yields (thanks to reckless money printing) that any meaningful monetary tightening can plunge the economies into recession.

Portfolio 52

Portfolio Valuation Engineering Economics 52

The Big Picture

JULY 21, 2023

disinflation sweeps through 2023, without a cratering of employment or the wider economy so far, the narrative is shifting again – and encouraging hopes that bruising central bank tightening may be short-lived too. Valuations by Market Cap Range Source: @nategeraci Sign up for our reads-only mailing list here.

Engineering 239

Engineering Valuation Communication Media 239

Truemind Capital

AUGUST 12, 2023

Despite being widely expected for many months, the recession has yet to materialize in the US and other developed economies. The interesting question is why the recession has yet not occurred even after one of the fastest increases in interest rates in history by all the major Central Banks in a very short span of time.

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

Discipline Funds

MARCH 10, 2023

What I mean by that is that we’re currently navigating the economic bust portion of the cycle where inflation is a falling risk and credit deflation risk arises, in large part, because the Fed has reacted so quickly to bring inflation in. The Silicon Valley Bank crisis is interesting because people are looking at banking as the tsunami.

Risk Management 139

Risk Management Banking Economy Valuation 139

Truemind Capital

JANUARY 16, 2024

They like to talk about Bajaj Finance and not Yes Bank in their portfolio. Contrary to the expectation of an economic slowdown in 2023, the year turned out to be full of surprises, mostly positive ones. Global growth exceeded projections, primarily propelled by the resilient performance of the US economy.

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

Cornerstone Financial Advisory

MARCH 4, 2024

1 Economic news also helped boost markets. Consumers Remain Upbeat With all the excitement over AI, it’s easy to overlook some key economic indicators that also speak to the underlying strength of the economy—specifically, consumer data. 3,4 This Week: Key Economic Data Monday: Motor Vehicle Sales.

Marketing 74

Marketing Marketing Economics Taxes 74

Nationwide Financial

MAY 10, 2023

Are the Russell 2000’s weak returns a sign of slowing economic growth, or is the recent underperformance of small caps reflecting investor sentiment about current market opportunities? The valuation gap between small and large caps is just as notable as the gap in year-to-date performance.

Risk Tolerance 52

Risk Tolerance Valuation Economics Accounting 52

Validea

JULY 18, 2023

Value stocks—high-quality companies selling at lower valuations—outperformed growth much of last year, with the Russell 1000 Value Index beating its growth counterpart by 20%. One area that could hold untapped opportunities is the financial sector, which is still seeing fall-out from the banking crisis earlier this year. in particular.

Investing 52

Investing Investments Valuation Insurance 52

Validea

MAY 5, 2023

Market volatility and economic slowdowns can often expose a company’s vulnerabilities, making it easier for activist investors to target those companies and campaign for massive changes, contends an article in Barron’s. But as that liquidity drains out, it’s much more difficult to keep those problems in the dark.

Valuation 52

Valuation Economy Economics Banking 52

Nerd's Eye View

OCTOBER 4, 2023

People often talk about "the economy" as a single entity whose parts move in unison, with a small number of key indicators (such as GDP, the unemployment rate, and inflation) moving reliably in relation to each other. manufacturing sector, by the measures of employment and service prices, has been in a recession for nearly 12 months.

Valuation 199

Valuation Economics Economy Marketing 199

Cornerstone Financial Advisory

MARCH 11, 2024

Markets clawed back much of their losses on Wednesday and Thursday, with the Fed Chair’s upbeat comments to the Senate Banking Committee boosting stocks. The economy added 275,000 jobs in February—exceeding the 198,000 expected—but wage growth slowed, and jobless claims edged up. 4,5 Source: YCharts.com, March 9, 2024.

Marketing 79

Marketing Marketing Insurance Taxes 79

David Nelson

JULY 31, 2023

Bloomberg Data This time it wasn’t comments from a rogue Fed official or even a hot economic release that ended the party. The Bank of Japan loosened its policy of managing the yield of ten-year Japanese government bonds. Bank of Japan The policy shift from the Bank of Japan caught most of the street off guard.

Marketing 52

Marketing Marketing Valuation Banking 52

Validea

OCTOBER 4, 2022

In its attempt to tamp down inflation, the Fed has been raising rates at the swiftest pace in 40 years, with some banks predicting rates will go as high as 4.2% The Fed itself publishes quarterly economic predictions, including a “dot plot” that displays where its participants believe rates will go. by next year.

Banking 59

Banking Economy Valuation Economics 59

Cornerstone Financial Advisory

JANUARY 8, 2024

Jobs and services sector news painted a better picture of the economy on Thursday, but as the 10-year Treasury hit 4%, stock prices responded negatively. 3,4 This Week: Key Economic Data Tuesday: International Trade in Goods. Source: YCharts.com, January 6, 2024. News of unemployment remaining steady at 3.7% also helped sentiment.

Marketing 82

Marketing Marketing Taxes Economics 82

Nationwide Financial

APRIL 10, 2023

The equity and bond markets continue to provide conflicting signals on the economy, with the bond market pricing in a recession and the equity market more consistent with a soft landing. Investors will closely watch earnings this week, especially on Friday when several global banks report their results. The unemployment rate fell to 3.5%

Marketing 59

Marketing Marketing Retail Banking 59

Cornerstone Financial Advisory

MARCH 27, 2023

Mixed Message Provokes Volatility Presented by Cornerstone Financial Advisory, LLC Modest gains in major market indices masked sharp volatility amid the uncertainty arising from mixed messages emanating from public officials and revived banking fears. 5 This Week: Key Economic Data Tuesday: Consumer Confidence. Rate Hike Cycle Ending?

Marketing 59

Marketing Marketing Taxes Banking 59

Nationwide Financial

MAY 22, 2023

Bulls point to the better-than-expected consumer data, settling of the disruption in the banking sector, and the contrarian benefit of near-universal pessimism. Bears note a higher-for-longer Fed, softening macro data, uncertain geopolitical risks, and deteriorating valuations. trillion, and allocation to bonds is at a 14-year high.

Marketing 52

Marketing Marketing Economics Retail 52

Investing Caffeine

APRIL 1, 2022

The hangover from COVID has created significant supply chain disruptions and widespread economic shortages. Source: Trading Economics. The rising Baker Hughes drilling rig count below reflects the miracle of supply-demand economics operating in full force. Source: Trading Economics. Source: GasBuddy.com.

Economy 59

Economy Economics Valuation Investing 59

Cornerstone Financial Advisory

JULY 3, 2023

Weekly Market Insights: Economy Continues Upward Trend Presented by Cornerstone Financial Advisory, LLC Stocks posted gains for the week to close out a stellar month, aided by positive economic data and reports that all major banks had passed the Federal Reserve’s annual stress test. Purchasing Managers’ Index (PMI) Composite.

Marketing 59

Marketing Marketing Taxes Economics 59

Nationwide Financial

DECEMBER 19, 2022

Markets remain on an emotional roller coaster, driven in the short term by shifting views on the Fed and the economy, though markets have been in an increasingly narrow trading range since May. Deteriorating earnings estimates for next year have many wondering what the true valuation is for equity markets. and services (44.4)

Marketing 52

Marketing Marketing Food Manufacturing 52

The Irrelevant Investor

APRIL 12, 2020

Articles If private equity suffers, the blow will reverberate throughout the entire economy By Bethany McLean No one runs a business on the assumption that that business won’t be there tomorrow By Tim Duy The government made more than $13 billion from its bailout of Citigroup, $5 billion on its stake in AIG, $4.5

Valuation 52

Valuation Government Assets Economy 52

Cornerstone Financial Advisory

MARCH 13, 2023

Stocks also were rattled when a west coast bank was placed into receivership on Friday following a run on deposits. The lower move was triggered by a specialty bank’s liquidity issues, though regional and money center banks could not escape the selling. This Week: Key Economic Data Tuesday: Consumer Price Index (CPI).

Marketing 59

Marketing Marketing Economics Taxes 59

James Hendries

NOVEMBER 3, 2022

Some recent softening in economic data, coupled with signals from the bond market, may be indicating that Fed policymakers’ concerted inflation fight may be closer to the end than the beginning. We should also have slowing corporate earnings growth and greater economic uncertainty to contend with, some formidable seas to navigate.

Clients 52

Clients Asset Allocation Investment Advisor Economics 52

Truemind Capital

JUNE 30, 2022

After the subprime crisis in 2008, many developed countries’ Central Banks started printing money and flooding the global economies with cheap liquidity. The quantum of money printing jumped massively after Corona-led economic shutdowns. This resulted in inflation to the levels last seen 40 years ago in many developed economies.

Asset Allocation 52

Asset Allocation Marketing Marketing Valuation 52

Trade Brains

MAY 2, 2023

The Cyclicals The Cyclical are those stocks that grow at a very fast pace during their favorable economic cycle. Cyclical companies tend to flourish when coming out of a recession into a vigorous economy. A few examples of Turnaround stocks in the Indian stock market can be Vodafone Idea (VI), Yes Bank, Jet Airways, etc.

Assets 98

Assets Portfolio Banking Management 98

Cornerstone Financial Advisory

OCTOBER 31, 2022

Stocks overcame poor earnings results from some of America’s largest companies to post gains last week as investors cheered positive earnings surprises, easing inflation and a rebound in economic growth. Meanwhile, positive earnings surprises from “old economy” companies powered markets higher. Economic Growth Exceeds Expectations.

Marketing 88

Marketing Marketing Economics Taxes 88

Good Financial Cents

DECEMBER 14, 2022

And while there’s no guarantee that any job will be immune to cutbacks or layoffs, some industries weather economic storms better than others. CFOs typically have a deep understanding of economic theory and practice and strong analytical and problem-solving skills. One industry that tends to be recession-resistant is finance.

Compliance 87

Compliance Budgeting Accounting Insurance 87

David Nelson

SEPTEMBER 26, 2023

In fact, by March on the heels of a mini banking crisis that expectation quickly moved up to July. Bloomberg Data 10-year rates broke to a new cyclical high forcing investors back to the fundamental reality that the first input of most valuation models is the risk-free rate. Bloomberg Data Is the Fed done?

Valuation 52

Valuation Government Healthcare Budgeting 52

Truemind Capital

NOVEMBER 29, 2020

Trade was important to the Roman economy and it generated vast wealth for the citizens of Rome. The economy was in shambles and trade was majorly localized and was done using barter methods. Significant debasement of money has happened and will continue to happen as per the promises made by the Central banks all around the world.

Asset Allocation 52

Asset Allocation Valuation Assets Portfolio 52

Cornerstone Financial Advisory

MAY 22, 2023

The prospect of an agreement helped to lift a cloud of uncertainty that had weighed on markets in recent weeks and sparked sufficient optimism to shake off comments by the Dallas Fed President, who indicated that economic data may not support a pause in rate hikes yet. These encouraging reports, however, were followed by a disappointing 3.4%

Marketing 59

Marketing Marketing Taxes Economics 59

Nationwide Financial

NOVEMBER 21, 2022

Contrarians point to this lack of capitulation as a negative for markets, though the Bank of America Global Fund Manager Survey shows institutional investors at near-record levels of cash, which shows the divide between retail and institutional positioning. Fund manager cash of 6.2% is down from a 21-year high of 6.3%

Marketing 52

Marketing Marketing Retail Sales 52

Cornerstone Financial Advisory

JULY 17, 2023

Lower-than-forecast inflation on both consumer prices and producer prices sparked investor optimism that inflation may be able to fall further without tipping the economy into recession and provide the basis for the Fed to moderate its more hawkish rate hike stance. 6 This Week: Key Economic Data Tuesday: Retail Sales. Jobless Claims.

Marketing 52

Marketing Marketing Economics Taxes 52