Carson Wealth

JULY 17, 2023

The good news is that food inflation is also easing a lot, rising at an annual pace of just 1.3% The problem until now was that “core inflation”, i.e., inflation once you strip out energy and food prices, remained elevated. Energy prices drove the inflation surge in 2022, especially after Russia’s invasion of Ukraine.

Marketing 98

Marketing Marketing Food Compliance 98

Carson Wealth

NOVEMBER 27, 2023

The economy remains strong, the consumer is healthy, the wall of worry is intact, and manufacturing is bottoming. The Consumer Is Strong We’ve been hearing for two years that the consumer was tapped out and the economy was headed for a recession. Stocks rallied again last week and are now up four weeks in a row.

Marketing 96

Marketing Marketing Manufacturing Economy 96

Carson Wealth

JULY 31, 2023

After a large reversal Thursday, stocks bounced back Friday, bolstered by the continued impressive performance of the economy (further details below). Instead of saying the economy grew at a “modest” pace, Fed members said it’s growing at a “moderate” pace. Moderate” is Fedspeak for a strong economy. The economy grew 2.4%

Economy 52

Economy Marketing Marketing Compliance 52

Carson Wealth

DECEMBER 16, 2024

Core CPI, which excludes food and energy, also rose 0.3%, and is up 3.3% S&P 500 A capitalization-weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries. Headline CPI rose 0.3% and is up 2.7%

Marketing 52

Marketing Marketing Insurance Food 52

Carson Wealth

DECEMBER 4, 2023

The economy overall remained firm and the consumer quite healthy all along, but the realization that inflation was no longer a headwind prompted stocks to rise. Core PCE, which excludes food and energy, has run at a 2.4% Lower rates can also spur business investment and cyclical parts of the economy, such as manufacturing.

Marketing 96

Marketing Marketing Economy Compliance 96

Carson Wealth

NOVEMBER 20, 2023

That is particularly meaningful because households have more income to spend elsewhere — keeping consumption and the economy humming. The Federal Reserve prefers to look at inflation stripped of food and energy, since these are volatile. Headline inflation has pulled all the way back from 9% year-over-year in June 2022 to 3.2%

Marketing 96

Marketing Marketing Economy Distribution 96

Carson Wealth

MARCH 4, 2024

The economy continues to appear in good shape. s consumer-driven economy. More Signs the Economy Is Holding Up Looking Under the Hood at Inflation On Thursday, we received inflation data from the Personal Consumption Expenditure Index (PCE), the Federal Reserve’s preferred metric of inflation. Overall, inflation is easing.

Marketing 90

Marketing Marketing Economy Compliance 90

Carson Wealth

SEPTEMBER 18, 2023

Headline inflation was up at an annualized pace of 4% over the past three months, but core inflation, which excludes food and energy, is running at 2.4%. We don’t think it will come to that, mostly because we believe core inflation will continue to ease even in the face of a relatively strong economy. That will be a welcome break.

Marketing 96

Marketing Marketing Economy Retail 96

Carson Wealth

SEPTEMBER 5, 2023

That is more than the economy needs to keep up with population growth. That’s encouraging for consumption and the economy. The Labor Market Is Also Normalizing At the beginning of the year, we labeled our 2023 outlook “The Edge of Normal” as we expected markets and the economy to normalize in 2023.

Marketing 89

Marketing Marketing Economy Compliance 89

Carson Wealth

OCTOBER 14, 2024

As long-time readers know, Carson Investment Research has been on record since November of 2022 that the lows were indeed in and prices were going higher, and that the economy would surprise to the upside and avoid a recession. month over month while core CPI (excluding food and energy) rose 0.3%. Want some more good news?

Marketing 96

Marketing Marketing Numbers Food 96

Carson Wealth

MAY 20, 2024

Despite the path of the economy, inflation, the election, geopolitics, or the Fed’s actions, what matters at the end of the day is what markets do. Core CPI inflation, which excludes food and energy, was up 3.6% It rose at an annualized pace of 5.2% in April, below the first-quarter average of 5.9% year over year in April.

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Numbers Marketing Marketing Food 97

Carson Wealth

JUNE 17, 2024

And companies can grow earnings as long as the global economy grows, which is something it has been doing much more often than not for several millennia. There have been short-term fluctuations when the economy has slowed, but the overall trend has been strong. economy can continue to grow, and the rest follows.

Marketing 86

Marketing Marketing Valuation Economy 86

Carson Wealth

MAY 6, 2024

This Bull Market Is Still Young As we’ve been saying for close to 18 months, we think we are in a new bull market and the economy will avoid a recession over the coming year. The April jobs number showed a healthy job market while easing concerns that the economy is overheating. Not much has changed, and we still feel this way.

Marketing 97

Marketing Marketing Economy Numbers 97

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 Investments 96

Carson Wealth

MAY 15, 2023

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. In the face of banking and economic concerns, stocks are holding the line.

Marketing 52

Marketing Marketing Food Economy 52

Carson Wealth

FEBRUARY 20, 2024

The economy remains on firm footing overall, and we expect record earnings this year. Core CPI, excluding volatile food and energy components, rose 0.4%, above expectations for a 0.3% But at the end of the day, the economy is strong and the stock market has momentum, which means the bull market is likely to continue.

Marketing 96

Marketing Marketing Economy Medicine 96

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. Fast forward three months: The economy has weathered the banking crisis, even as core inflation (excluding food and energy) remains elevated, and the Fed believes rates should end the year higher.

Marketing 52

Marketing Marketing Food Economy 52

Carson Wealth

JUNE 26, 2023

Housing is making a sharp turnaround, and that’s very positive for the economy. The economy continues to surprise to the upside, with housing a potential wildcard that few are discussing. But this is also important: Housing has historically bottomed prior to the end of a recession and has typically led the economy out of one.

Marketing 52

Marketing Marketing Economy Numbers 52

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. April employment data suggests the economy is healthy. The economy created 253,000 jobs in April, above expectations of 179,000.

Marketing 52

Marketing Marketing Economy Banking 52

Carson Wealth

AUGUST 21, 2023

The economy has surprised to the upside and stocks had one of their best starts to a year. Resilient Economy May Be Accelerating Another month, another slew of economic data that not only shows the economy is resilient, but also that it may be accelerating. Retail sales and food services rose 0.7% Here’s a quick recap.

Marketing 52

Marketing Marketing Economy Retail 52

Carson Wealth

MAY 1, 2023

Sure, more volatility and negative headlines could happen, but with overall market sentiment extremely bearish and the economy on firmer footing than most investors seem to think, we suggest using seasonal weakness as an opportunity to add to core positions. economy expanded by only 1.1% return since 1950. in the first quarter.

Marketing 52

Marketing Marketing Economy Numbers 52

Carson Wealth

AUGUST 14, 2023

As the chart below shows, energy, food, and vehicle prices have driven inflation lower. Over the past year: energy prices are down 12%; food inflation has eased to 4.9% (it was 11% in July 2022); and used car prices are down 6%. Inflation was up 3.2% year-over-year, a tick below expectations for a 3.3% Core inflation rose 0.2%

Marketing 52

Marketing Marketing Food Compliance 52

Trade Brains

JULY 17, 2024

Why Adani companies are at the forefront of Indian Growth After a prolonged period of slowdown in the economy in 2019-20s, India went into recession in 2020 due to the Covid lockdown. With India’s economy poised to grow, there are many corporations to bank on the opportunity to make a quick buck. crore, Rajesh S Adani – 8.37

Government 52

Government Economy Transportation Distribution 52

The Big Picture

FEBRUARY 28, 2023

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. How much is the prospective market size, as well as how robust local economy is? In fact, you had suggested public markets decoupled from the real economy.

Clients 143

Clients Assets Investments Investing 143

Trade Brains

APRIL 2, 2023

One of them is the Chemical industry which remains among the prime focus to support agriculture, pharma, and food processing among many others. This was primarily due to the lack of economies of scale in our country which is required to bring down the cost of chemicals at international prices. The company has only minimal debt.

Pharmaceutical 52

Pharmaceutical Manufacturing Sales Economy 52

Brown Advisory

SEPTEMBER 12, 2016

WhiteWave Foods has grown faster than its more conventional rivals because of its commitment to producing organic, healthful and minimally processed foods. We bought shares in WhiteWave in December 2015, in recognition of the healthy-living category of foods moving mainstream. That compares with a median return of 11.7%

Food 52

Food Executive Compensation Portfolio Management Valuation 52

Brown Advisory

SEPTEMBER 12, 2016

WhiteWave Foods has grown faster than its more conventional rivals because of its commitment to producing organic, healthful and minimally processed foods. We bought shares in WhiteWave in December 2015, in recognition of the healthy-living category of foods moving mainstream. That compares with a median return of 11.7%

Food 52

Food Executive Compensation Portfolio Management Valuation 52

Trade Brains

SEPTEMBER 13, 2024

As FPIs look for possibilities in India’s expanding economy, this trend keeps going. KFin Technologies leverages cutting-edge technology to enhance efficiency and ensure compliance, offering a range of services tailored to the needs of the financial sector. 3.90% 24.68% Heritage Foods ₹573.00 Price to Earnings Ratio 108.51

Wealth Management 59

Wealth Management Banking Management Portfolio 59

Brown Advisory

DECEMBER 5, 2023

Social factors such as access to healthcare, food, and housing can create meaningful risks and opportunities that are directly relevant to a company’s competitive position. As there's no shortage of such risks, we also find opportunities to solve these intractable challenges across the entire economy.

Fiduciary Duty 52

Fiduciary Duty Government Clients Investments 52

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 154

Compliance Clients Wealth Management Management 154

The Big Picture

SEPTEMBER 19, 2022

Let’s talk about a couple of companies you invested in because I’m picking up a theme there, Meatable, Terra, Living Carbon, Marvel Fusion, Legendary Food, climate sustainability impact investing. And from a public market, that sounds like it’s a compliance and conflict nightmare. WENGER: Yeah.

Valuation 296

Valuation Investments Investing Food 296

Carson Wealth

MARCH 18, 2024

The good news is that the contribution from food prices (bright red bar) has also shrunk significantly. Really Good News: Food Price Inflation Is Easing Easing food price inflation was underreported amidst all the negative headlines about CPI data. First, easing food inflation is a big boost to household wallets.

Food 97

Food Marketing Marketing Economy 97

Carson Wealth

FEBRUARY 5, 2024

The economy created 353,000 jobs in January, surprising to the upside. Job gains continue to support income growth, which in turn supports consumer spending and the overall economy. For a broad view of our expectations for the economy, stocks, and bonds in 2024, download our 2024 Market Outlook.

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Marketing Marketing Economy Manufacturing 97

The Big Picture

AUGUST 20, 2024

So any compliance people listening, I’m just spitballing here. There’s a continual, the economy continues to grow. 00:26:24 [Speaker Changed] Given that, what are the risks to the US economy and to the markets from too much passive investments flowing into equities. That’s Barry saying it. It goes so far.

Assets 164

Assets Management Portfolio Taxes 164

The Big Picture

JUNE 27, 2023

The economy wasn’t as dependent on the equity markets as necessarily as it is today, as we saw post ’08. We’re the largest funders of food pantries. There’s homelessness, there’s mental health, there’s food insecurity, and there’s immigration. But the Fed stepped in. Right, you see them.

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Math Risk Management Marketing Marketing 143

Sara Grillo

FEBRUARY 13, 2023

So basically everybody now these days, other than the speculators we were talking about before, own a more or less representative slice of the whole economy. 0:35:35.5 : But how much does the whole economy have to change? Nothing within this content constitutes legal investment or compliance advice.

Investing 72

Investing Investments Clients Portfolio 72

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. Core CPI (excluding food and energy), which is typically used as a gauge for underlying inflationary pressure by the Fed, rose 0.3%

Marketing 95

Marketing Marketing Economy Banking 95