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.

Budgeting 363

Budgeting Economy Taxes Numbers 363

Calculated Risk

JANUARY 19, 2023

But for the economy and policy, short memories are a negative. And once again the riches will flow, until the economy suffers. The "debt ceiling" is redundant (once a budget or a continuing resolution is passed, then the impact on the debt is pretty much known).

Budgeting 277

Budgeting Economy 277

Abnormal Returns

SEPTEMBER 5, 2023

wsj.com) High real yields are hurting the Federal budget deficit. morningstar.com) Economy Heavy truck sales are still expanding. Rates How an inverted yield curve affects stock and bond market returns. mrzepczynski.blogspot.com) Utility stocks are battling higher fixed income yields.

Financial Advising 273

Financial Advising Budgeting Manufacturing Media 273

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. (tker.co) The AI investing boom is going to break a lot of hearts. wsj.com) How the LLMs compare.

Financial Advising 259

Financial Advising Retirement Budgeting Economy 259

Clever Girl Finance

OCTOBER 9, 2023

Whether you’re working for yourself or have an irregular job schedule, budgeting on an irregular income can be tough. But creating a budget for this type of income is easy to learn! Table of contents Budgeting when you have an irregular income 1. Create your baseline budget 2. Can you budget with an irregular income?

Budgeting 98

Budgeting Planning Education Retirement 98

Abnormal Returns

JUNE 9, 2024

humbledollar.com) Russia An increasing portion of Russia's budget is dedicated to fighting Ukraine. papers.ssrn.com) Economy Signs that the bottom 50% of the income spectrum have done well post-pandemic. (spyglass.org) Alternatives More investors are facing up to the problem with illiquid alternatives.

Financial Advising 273

Financial Advising Budgeting Economics Media 273

Calculated Risk

NOVEMBER 30, 2022

economy for the benefit of the American people. My colleagues and I are acutely aware that high inflation is imposing significant hardship, straining budgets and shrinking what paychecks will buy. Price stability is the responsibility of the Federal Reserve and serves as the bedrock of our economy.

Economy 264

Economy Transportation Budgeting Food 264

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 246

Valuation Economics Economy Marketing 246

The Big Picture

NOVEMBER 25, 2022

That will cause a drop in property taxes and strain city budgets. The Political Economy Blog ). Falling property values in cities are likely driven by richer, more skilled residents leaving high-value properties. Stanford Institute for Economic Policy Research ). • New York Times ). But climate inaction is making it more likely. (

Commission 311

Commission Budgeting Economics Retail 311

The Big Picture

OCTOBER 21, 2022

Markets are like this much of the time: The economy has been doing okay, earnings are pretty good, inflation is modest, the overall trend has been upwards. If you were going away for the weekend, you would have a pretty good idea of what assortment of clothes to pack for that trip. real (8-9% nominal).

Budgeting 303

Budgeting Government Marketing Marketing 303

Truemind Capital

AUGUST 2, 2024

Here is what we are doing to efficiently manage investments after accounting for the budget changes. 5-10% allocation to South East Asian economies can be considered due to valuation comfort. Before the budget, the investments in debt funds qualified for LTCG at 20% with indexation benefit after 3 years of holding.

Budgeting 65

Budgeting Investing Investments Taxes 65

The Big Picture

OCTOBER 23, 2023

Wall Street Journal ) but see Car Owners Fall Behind on Payments at Highest Rate on Record : The risk of vehicle repossession is rising for many Americans facing a budget crunch. Washington Post ) • The Annoyance Economy : Data alone don’t capture how frustrating and stressful it is to be a consumer right now. (

Retirement Planning 263

Retirement Planning Budgeting Retirement Investing 263

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.

Economics 134

Economics Budgeting Distribution Economy 134

The Big Picture

NOVEMBER 21, 2022

It’s a horrific experience, that crushes a family’s budget, gets people evicted, makes people reconsider their own career choices, and second-guess their worth; it can even lead to crime. Inflation matters but so too does the overall economy — the unemployment rate, wage gains, and fiscal stimulus during the pandemic.

Economics 324

Economics Budgeting Economy Taxes 324

Mish Talk

DECEMBER 5, 2022

Supplier Deliveries is the only ISM ® Report On Business ® index that is inversed; a reading of above 50 percent indicates slower deliveries, which is typical as the economy improves and customer demand increases.) “The Huge PMI Divergences If you want to believe the economy is rip roaring, then you believe ISM. percent, 2.4

Economy 190

Economy Manufacturing Economics Clients 190

Advisor Perspectives

NOVEMBER 7, 2024

economy and what the current Fed rate cut cycle will ultimately look like, there has been another topic that has been making the rounds in the bond arena: the budget deficit. While the primary focus for the financial markets has been on the continued resilient U.S.

Budgeting 52

Budgeting Economy Financial Market Marketing 52

International College of Financial Planning

MARCH 8, 2023

The Union Budget is one of the year’s most anticipated events for both companies and individuals. The financial budget for this year (2023) is important as it sets the tone for the economy in the following year. Health and Education : The budget has allocated INR 3.06 Infrastructure : The budget has earmarked INR 5.54

Budgeting 52

Budgeting Education Manufacturing Government 52

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)? nytimes.com) Economy Weekly initial unemployment claims continue to climb higher. economy is a slowing housing market. noahpinion.substack.com) Why the U.S.

Marketing 130

Marketing Marketing License Financial Advising 130

Truemind Capital

JULY 26, 2024

Gold – Debasement of currency : Unabated printing of money by developed economies (more vigorously in 2020) has reduced the value of fiat currency. Gold prices plummeted by 8% after customs duty was cut in the budget. CONNECT WITH TRUEMIND ADVISOR The post Should you invest in Gold or Silver post the Budget?

Budgeting 65

Budgeting Investing Investments Portfolio 65

Abnormal Returns

SEPTEMBER 3, 2024

frontofficesports.com) Global Ireland is running a budget surplus. apolloacademy.com) Economy Where manufacturing and construction stand. (axios.com) Year 2 for ESPN Bet is here. ft.com) Russia's military actively uses Telegram. wsj.com) Foreign companies would rather list in the U.S. than Europe.

Financial Advising 144

Financial Advising Startup Budgeting Manufacturing 144

Calculated Risk

MAY 20, 2024

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. As I said earlier, the housing sector is one of the most interest rate–sensitive parts of the economy.

Economy 189

Economy Budgeting Economics Government 189

Abnormal Returns

AUGUST 25, 2022

(ft.com) Netflix ($NFLX) isn't interested in theatrical releases for big budget movies like the 'Knives Out' sequel. variety.com) Economy Weekly initial unemployment claims have stopped going up. wsj.com) The Federal Reserve is getting its way with the economy. variety.com) Movie theaters have a supply problem.

Financial Advising 130

Financial Advising Budgeting Economy Media 130

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.

Financial Market 52

Financial Market Marketing Marketing Medicine 52

International College of Financial Planning

FEBRUARY 3, 2024

Following the announcement of the interim Budget, the Indian stock markets traded more or less flat as there were no shocks or surprises for the market– rather the focus was kept on inclusive growth and prosperity with fiscal prudence. The Budget presents encouraging fiscal indicators, with a notable decrease in the fiscal deficit to 5.8%

Budgeting 52

Budgeting Financial Market Investing Investments 52

Abnormal Returns

SEPTEMBER 4, 2022

axios.com) State budget surpluses are in danger of going away. politico.com) Economy Can national home prices decline? (nytimes.com) The jobs situation is unlikely to get better until immigration is increased. politico.com) The benefit of larger university endowments don't accrue to students.

Financial Advising 130

Financial Advising Budgeting Media Economy 130

International College of Financial Planning

MAY 29, 2023

The Union Budget is one of the year’s most anticipated events for both companies and individuals. The financial budget describes the government’s income and expenditure goals and acts as a roadmap for the country’s economic progress. Health and Education: The budget has allocated INR 3.06

Budgeting 40

Budgeting Education Manufacturing Government 40

Clever Girl Finance

OCTOBER 1, 2022

Knowing how it affects the economy and your finances and taking key steps will help you during an economic downturn. Well, economies work in a cycle. There was also the recent pandemic that emerged globally , severely impacting economies worldwide. Your investment is likely to weather a bad economy and come out on top.

Budgeting 105

Budgeting Economy Investing Investments 105

The Big Picture

MARCH 29, 2023

Investor Amnesia ) • 50 Tech Leaders Circulated A Private Memo In Washington Calling For Action On SVB : As SVB careened towards catastrophe, some 50 founders, VCs, economists and comms experts gathered in a WhatsApp group to draft a memo calling for urgent preservation of its deposits for the sake of the broader economy.

Retirement 146

Retirement Economy Budgeting Banking 146

Carson Wealth

JANUARY 19, 2024

Managing family finances has become more complex than ever as the economy, job market and family structures have all undergone dramatic changes in recent years. When is the last time you sat down to review your family budget? Read this free guide for important tips on budgeting, savings and insurance.

Budgeting 40

Budgeting Insurance Economy Management 40

Abnormal Returns

JUNE 11, 2023

caia.org) Policy The era of flush state budgets is coming to an end. nytimes.com) Economy How will the fertility crisis affect GDP growth? (platformer.news) VC You can expect to see more startups closing up shop as funding dries. wsj.com) How a seed investor approaches valuation discussions. hunterwalk.com) Focus matters for VCs.

Financial Advising 130

Financial Advising Startup Budgeting Valuation 130

Wealth Management

JUNE 12, 2025

Economists at Harvard , of all places, generated a big splash in 2023 when it released an exhaustive study that examined whether the extremely rich students being accepted into these institutions had more impressive academic profiles than the teenagers who fly economy. The conclusion was – big surprise! – the system is rigged. It’s free.

Wealth Management 239

Wealth Management Financial Planning Planning Financial Advisor 239

Trade Brains

JUNE 18, 2025

The ongoing war in Ukraine, renewed instability in the Middle East, tensions across the Taiwan Strait, and NATO’s growing focus on deterrence have all led to increased military spending by major economies. The United States, already the largest defense spender globally, passed a record $886 billion defense budget for FY2024.

Budgeting 59

Budgeting Valuation Ethics Government 59

Clever Girl Finance

OCTOBER 16, 2023

Their definitions are as follows: Frugal: Characterized by or reflecting economy in the use of resources. Thrifty: Given to or marked by economy and good management. So you can see that “economy”, or “being economical” is a primary focus of being frugal and thrifty.

Budgeting 98

Budgeting Economy Retail Retirement 98

Carson Wealth

JANUARY 29, 2024

Strong economic growth and better data should be viewed positively, as it shows the economy isn’t falling into a recession. The economy ran above trend last year, despite high interest rates. Economy: This Time Was Different, and That’s a Big Deal The U.S. economy grew 5.8% And that is what is happening now.

Marketing 97

Marketing Marketing Economy Government 97

Nationwide Financial

AUGUST 22, 2022

There is near record pessimism about the global economy and corporate profits. The report on retail sales showed consumers are still spending, but at a slower pace, and are shifting their budget to necessities versus discretionary purchases, reinforcing the tone from retail executives.

Marketing 98

Marketing Marketing Retail Budgeting 98

Clever Girl Finance

JANUARY 29, 2023

With the economy reeling from the impact of the most recent pandemic and racial injustice at the forefront of many conversations, we cannot ignore the student loan crisis and its impact on black women. Create a budget with a focus to pay down debt Budgets are a surefire way to tackle student debt.

Budgeting 105

Budgeting Education Planning Government 105

Clever Girl Finance

FEBRUARY 10, 2023

Many things happen that we can’t control – the weather, other people’s actions, and the state of the economy. Set up a budget Another way to trust the process is to set up a budget. There are several ways to create a budget. And when you know where your money is going, you can adjust your budget as needed.

Budgeting 105

Budgeting Planning Accounting Investing 105