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Market Commentary: Reasons To Be Thankful

Carson Wealth

The economy remains strong, the consumer is healthy, the wall of worry is intact, and manufacturing is bottoming. Many economists believed factors such as the yield curve, M2 money supply, the Conference Board’s Leading Economic Indicators (LEI), and credit markets indicated trouble was coming and the consumer was cracking. onshoring).

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Market Commentary: Another October Low Forming?

Carson Wealth

Economic indicators across consumption, income, industry and the labor market don’t point to a recession. Let’s Call It Like It Is: The Economy Is Strong, and There’s No Recession on the Horizon A year ago, a Bloomberg Economics model projected a recession within the next 12 months with 100% probability.

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Market Commentary: Strong Starts to the Year Are Usually Bullish for Stocks

Carson Wealth

The Conference Board’s widely followed Leading Economic Index finally had its first monthly gain after 23 consecutive months of declines. Throughout the current rally, we have deferred to our proprietary leading economic index, created by our Chief Macro Strategist Sonu Varghese, whose Ph.D. While our U.S.

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Market Commentary: Stocks Take a Breather

Carson Wealth

We continue to hear predictions of a stock market fall and economic recession, but we disagree with both assessments. The “soft” economic data from sentiment surveys have been poor, but the “hard” data that measure actual employment, sales, and production, have painted a much brighter picture. For example, our index for the U.S.

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Market Commentary: The Summer Rally Has Legs

Carson Wealth

The resurgence of manufacturing construction in the U.S. This is a Big Deal: Business Investment is Rising Again We’ve been getting a string of economic surprises from the consumer side for several months. They also signal future production commitments for manufacturers. mostly thanks to manufacturing construction.

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Market Commentary: Good News Is Good News

Carson Wealth

In 2022, positive economic data typically led to a sell-off in the stock market, and weak data often led to a rally. Strong economic growth and better data should be viewed positively, as it shows the economy isn’t falling into a recession. And that is what is happening now. The bull market continued last week, setting new highs.

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Market Commentary: Carson Investment Research Looks at the Year Ahead

Carson Wealth

DOWNLOAD OUR 2024 MARKET OUTLOOK The Macroeconomic Backdrop As we look to the year ahead, our proprietary Leading Economic Index (LEI) indicates even lower odds of a recession than 2023. high technology manufacturing base in the last year has been extraordinary. In addition, the investment in the U.S.