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

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

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

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

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.

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Marketing Marketing Food Economy 52

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

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 Investing 96

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

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 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

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

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

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

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 293

Valuation Investing Investments Engineering 293

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 Investing 52

Carson Wealth

OCTOBER 30, 2023

While economic growth may have peaked in the third quarter, we expect the economy to remain supportive. With the economy on firm footing and sentiment turning pessimistic, we remain optimistic a significant year-end rally is still possible. The Energizer Bunny Economy You just can’t put this economy down. Despite the U.S.

Marketing 96

Marketing Marketing Economy Government 96

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

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.

Marketing 97

Marketing Marketing Economy Manufacturing 97

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.

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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

The Big Picture

FEBRUARY 13, 2023

I try to analyze the economy from the top. And to this day, we know when I have a view on the economy, or usually have a view on the economy or inflation, it’s usually driven because I read so many corporate earnings reports and trying to understand why they’re cutting inventory, why are they laying off people.

Economy 141

Economy Numbers Portfolio Marketing 141

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

The Big Picture

DECEMBER 14, 2022

RITHOLTZ: Are we going to get a red flag from a compliance, or is that an official statement we could use? MCCARTHY: And that’s because real estate in strong economies can generate a basically very strong alpha in weaker times or in an inflationary environment we’re in right now. RITHOLTZ: 16 percent annually, net of fee?

Assets 152

Assets Investing Investments Portfolio 152

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 141

Clients Investing Investments Assets 141

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 152

Compliance Wealth Management Clients Management 152

The Big Picture

SEPTEMBER 5, 2023

I don’t care whether the economy is strong or weak, it’s not going to be the same. It’s a lot more spread out than it was, and I think that says a lot about how the economy is expanding into this sort of year-round living. And I just don’t think that’s- RITHOLTZ: It’s not realistic. MILLER: Right.

Sales 130

Sales Numbers Taxes Marketing 130

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.

Math 141

Math Risk Management Management Marketing 141

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.

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Investing Investments Clients Portfolio 72