Zoe Financial

DECEMBER 28, 2024

Outcome: Define Your Big Financial Goals Set a Clear Spending Plan Create a budget that prioritizes your values. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Economies and markets fluctuate. A spending plan isnt about restrictionits about intentionality.

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Your Richest Life

FEBRUARY 24, 2025

Federal Reserve Chair Jerome Powell said that the economy is in a good place right now, and with inflation rates creeping back up , there is no reason to make another cut at this time. Future cuts will depend on inflation and the strength of the economy as the year goes on. 2025 Inflation creeps up The U.S.

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Abnormal Returns

JULY 6, 2025

axios.com) Food banks are on the front lines of coming budget cuts. npr.org) Economy Some signs of weakness in the labor market. theatlantic.com) The economic schedule for the coming week. (netinterest.co) ETFs are growing, even in areas where they shouldn't. slate.com) So much for fighting MS-13. are under siege.

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Truemind Capital

JULY 18, 2025

Equity markets in the US also hit record levels due to ease of geopolitical tensions, dovish fed and trade developments, but economic data released in early July for Q1 2025 (Jan-Mar) presents a mixed picture. In Q1’25 US Economy contracted at a rate of 0.5% annual rate, the first negative reading since Q1 2022.

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Carson Wealth

NOVEMBER 18, 2024

The bottom line is if the economy is strong, earnings are expanding, inflation is under control, and the Fed is cutting, then stocks can do just fine regardless of who is in the White House. Housing is in fact a big portion of a household’s budget. Even over the last three months, CPI ex shelter is running at an annualized pace of 1.3%

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The Big Picture

FEBRUARY 24, 2025

How that plays out in the courts and the economy is as yet unknown. There are economic risks, market risks, systemic factors, currency risks, constitutional questions, and ultimately, the standing of the United States as a global superpower and ally. The first month of Trump 2.0 I am not blas about radical change. and its allies.

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Carson Wealth

APRIL 7, 2025

We will discuss our take on the tariffs and economic fallout below, but we know stocks didnt like the news. From the perspective of tariffs potential impact on the earnings outlook and overall economic risk, the Trump administrations current policy path is not market friendly. More on that below.)

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Carson Wealth

APRIL 4, 2025

But how do you do that without completely retooling your economy towards consumption instead of manufacturing? A Shock That Could Leave the Fed on the Sidelines The Budget Lab at Yale calculates that the US average tariff rate will rise to 22.5% Youd have to promise that the bilateral trade surplus with the US will fall to zero.

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Carson Wealth

MARCH 7, 2025

But now what is the big questionfor policy, the economy, and obviously, markets. The US is once again putting a self-imposed economic blockade around itself. Even if we get a roll back of tariffs, the threat is going to loom over the global economy. Ok, tariffs happened. One: What tariffs went into effect?

Economy 87

Economy Marketing Marketing Taxes 87

The Big Picture

MARCH 14, 2025

Fortunes & Frictions ) Trumps Policies Have Shaken a Once-Solid Economic Outlook : Economic forecasts have deteriorated in recent weeks, reflecting the upheaval from federal layoffs, tariff moves and immigration roundups.( When asset prices decline, economic consequences typically follow. You don’t know.

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Bell Investment Advisors

JUNE 27, 2025

From Policy to Portfolio: The Economic Impact of Tariffs On Thursday, June 26 th at 12pm Pacific Time, Financial Advisor Laurent Harrison, CFP® joined Bell Portfolio Manager Ryan Kelley, CFA® for a 45-minute webinar that covered the following topics: Financial Market Returns The U.S. and global economic events. Slide 7: U.S.

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Economics Portfolio Taxes Numbers 52

Carson Wealth

JULY 11, 2025

Rising Deficits Have Boosted Profits in the Past Over the long run, market returns are mostly driven by profit growth, which depends on the economy. It’s the net result of saving and consumption by four sectors of the economy: households, businesses, governments, and the rest of the world via trade. increases profits.

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The Big Picture

MARCH 17, 2025

Professor Stephanie Kelton teaches Public Policy and Economics at SUNY Stony Brook. You get a bachelor’s, a BA and a BS in Economics and Business at California Sacramento, then University of Cambridge, master’s in Philosophy and Economics, then a PhD in economics at the New School. I happened to pick that one.

Economy 144

Economy Taxes Budgeting Government 144

Investing Caffeine

JULY 1, 2025

Economy Resilient Despite Tariffs and Geopolitical Turmoil Source: Calafia Beach Pundit Credit Default Swaps ( CDS ) act as insurance contracts that protect investors against corporate debt defaults. While the name-calling is colorful, the economic pressure is real: U.S. But the economy is showing surprising resilience.

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Calculated Risk

NOVEMBER 11, 2024

After the election in November 2016, I pointed out that the economy was solid, that there were significant economic tailwinds and that it was unlikely that Mr. Trump would do everything he said during the campaign ( emphasis added ). I was pretty optimistic on the economic outlook! See: The Future is still Bright!

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Economics Economy Budgeting Taxes 317

Harness Wealth

JULY 14, 2025

While software options can cost anywhere up to $100 for individual returns (with many being free), professional tax preparers charge anywhere from $200 to $600 or more, making software an economically attractive choice for many taxpayers. The financial safety net provided by tax software companies also rivals that of professional services.

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Discipline Funds

MAY 12, 2025

This is a baseline estimate though and other researchers like the Yale Budget Lab have the figure closer to 17%, although they’re assuming the other countries remain at current levels. The way I think of economic growth is that some sector always needs to be expanding their balance sheet. rate at the start of the year.

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Harness Wealth

APRIL 11, 2025

Budget Reconciliation: Tracking the 2025 Trump Tax Cuts By Tax Foundation Extending the expiring 2017 Tax Cuts and Jobs Act (TCJA) would decrease federal tax revenue by $4.5 percent, as some of the benefits of the tax cuts and larger economy go to foreigners in the form of higher interest payments on the debt. You can find it here.

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Taxes Retirement Financial Planner Accounting 52

Discipline Funds

NOVEMBER 7, 2024

The last 4 years have been a masterclass in inauthentic economic narratives. I’ve called this the most insulting economic narrative. And being told to shut up and enjoy this “economic boom” was not the right response. This is just the economic side of the coin. Trump is all business.

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Taxes Economics Economy Budgeting 135

The Big Picture

MARCH 17, 2025

New York Times ) see also The Bond Markets Trump Trade Is Looking Like a Recession Trade : Bond traders are signaling an increasing risk that the US economy will stall as President Donald Trumps chaotic tariff rollouts and federal-workforce cuts threaten to further restrain the pace of growth. A historic global trade war, a proposed $1.2

Economics 130

Economics Economy Budgeting Marketing 130

The Big Picture

MAY 19, 2025

This set the stage for the lockdowns to begin in earnest and tipped the global economy into shutdown mode. Feel free to debate renaming libraries or taking down statues all you want, but close the global economy in a way that dramatically slashes corporate revenue and profits without addressing the impact of what you’ve done?

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Mr. Money Mustache

JUNE 13, 2025

And perhaps most importantly, what would the long-term effects on our economy and stock market be under varying levels of tariffs? And just like most other taxes, the overall effect is to slow the economy and reduce our spending power. So right now our entire economy is subject to the whims of a single person.

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The Big Picture

MARCH 15, 2025

Pour yourself a mug of Colombia Tolima Los Brasiles Peaberry Organic coffee, grab a seat outside, and get ready for our longer-form weekend reads: The Economic Excuse Industry is Booming. While talk of recession is premature, theres already a palpable sense of disappointment in the Trump economy. The Atlantic ) Donald Trump Jr.

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Economics Economy Budgeting Food 157

Abnormal Returns

APRIL 16, 2025

bigthink.com) Finance Private equity firms have paused deals with economic uncertainty so high. politico.com) Economy Consumers front ran the tariffs. calculatedriskblog.com) Recessions help increase the budget deficit, despite lower rates. (awealthofcommonsense.com) Should you even try to beat the market?

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Transportation Budgeting Media Economy 173

Trade Brains

JULY 22, 2025

aid to Ukraine, restoring economic ties with Russia, and avoiding a prolonged conflict. As a result, he’s wielding economic weapons previously used against Iran and Venezuela. Trump believes severe economic pain will compel Russian concessions. Russia faces potential economic disaster long-term.

Economics 59

Economics Economy Budgeting Marketing 59

Abnormal Returns

DECEMBER 8, 2024

on.ft.com) What it took to rebuild Notre Dame (nytimes.com) Budgeting The math on any additional tax cuts is tough. prospect.org) Want to cut the federal budget deficit? donmoynihan.substack.com) Climate policy IS economic policy. noahpinion.blog) Economy How CPI works. slowboring.com) Defense IS manufacturing.

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Marketing Marketing Budgeting Math 147

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.

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Valuation Economics Economy Marketing 246

The Big Picture

OCTOBER 18, 2022

Sure, RRE/CRE is a huge part of the economy, so its health is always important. But for the purposes of our discussion about the state of the economy and rising interest rates, Real Estate is where the rubber meets the road. Rising Fed Funds Rates make capital and credit more expensive; the calculus around both debt and equity shifts.

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Budgeting Economy Taxes Numbers 363

Abnormal Returns

JUNE 9, 2024

(humbledollar.com) Russia An increasing portion of Russia's budget is dedicated to fighting Ukraine. wsj.com) Investing in ports has positive spillover economic effects. papers.ssrn.com) Economy Signs that the bottom 50% of the income spectrum have done well post-pandemic. wsj.com) The economic schedule for the coming week.

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Abnormal Returns

OCTOBER 29, 2023

sacra.com) Federal debt How worried should you be about the budget deficit? npr.org) Economy The Fed is on the verge of breaking something. disciplinefunds.com) Some cracks are showing in the consumer economy. bloomberg.com) The economic schedule for the coming week. wsj.com) How the LLMs compare.

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Wealth Management

JUNE 12, 2025

" Related: What Behavioral Economics Shows us about How to Manage Investor Expectations During Market Uncertainty It's always been easy to make fun of ultra-rich families who willingly spend hundreds of thousands of dollars for admission counseling at white-glove outfits like IvyWise. The conclusion was – big surprise! –

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The Big Picture

NOVEMBER 25, 2022

That will cause a drop in property taxes and strain city budgets. Stanford Institute for Economic Policy Research ). • But we first need to understand, as well as catalogue, what is causing the current economic carnage. ( The Political Economy Blog ). New York Times ).

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A Wealth of Common Sense

MAY 19, 2024

Four charts about the economy you might find surprising: 1. The Congressional Budget Office released new research comparing inflation on a basket of goods and services households at different income levels consume between now and 2019 along with changes in wages. Wages are cumulative too.

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The Big Picture

NOVEMBER 21, 2022

And it was a miserable economic time, with both of these elevated measures together creating a period of unhappy people that the Misery index neatly captured. As Zunbrun observes, “ The Misery Index, as commonly constructed, doesn’t adequately capture how overall economic conditions affect attitudes.”. Should it be? 46, October 2014).

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Mish Talk

DECEMBER 5, 2022

Please consider the November 2022 Services ISM ® Report On Business ® Economic activity in the services sector grew in November for the 30th month in a row — with the Services PMI ® registering 56.5 Huge PMI Divergences If you want to believe the economy is rip roaring, then you believe ISM. The Supplier Deliveries Index registered 53.8

Economy 190

Economy Economics Manufacturing Clients 190

Calculated Risk

MAY 20, 2024

Economic Outlook and Housing Price Dynamics. An excerpt on housing: The Housing Market The Fed sets policy to promote its dual-mandate objectives of maximum employment and price stability, and employment and inflation depend on conditions in the entire economy. From Fed Vice Chair Philip Jefferson: U.S.

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Economy Budgeting Economics Government 189

Abnormal Returns

JULY 14, 2022

theinformation.com) Jamie Dimon is cautious about the economy. variety.com) Are big budget movies like the coming 'The Gray Man' going to help Netflix ($NFLX)? cbc.ca) Why Sri Lanka is facing an economic crisis. nytimes.com) Economy Weekly initial unemployment claims continue to climb higher. dollar is now overvalued.

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