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Market Commentary: Is “Sell in May” Still Relevant?

Carson Wealth

The Headline GDP Number Masks a Strong Economy The economy grew 1.6% Excluding these categories provides a much clearer picture of actual spending and production in the economy, i.e., final demand after adjusting for inflation. Excluding government spending from final demand, real private final demand rose 3.1%

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Market Commentary: Another October Bottom?

Carson Wealth

The September payroll report confirms the economy is strong. Aggregate income is rising above the pace of inflation, and that’s powering the economy. Wage growth is easing, which should alleviate concerns that the economy is overheating. Expectations for a stronger economy are driving interest rates higher.

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Market Commentary: Four Big Questions

Carson Wealth

Strong wage growth and lower inflation have helped the economy stay resilient. government debt, and thus the biggest beneficiary of higher rates. Why Has the Economy Stayed Resilient? A large part of the economy’s resilience has to do with a strong labor market that has surprised many economists and market-watchers.

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Market Commentary: Good News Is Good News

Carson Wealth

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.

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Weekend Thoughts – SBF, Interest Rates & Jobs

Discipline Funds

This kills me because the lack of compliance is so egregious that it’s inexcusable. They were negligent about compliance and commingling of funds. The doomers say that “bond vigilantes” are driving up interest rates because the US government is insolvent and they’re forcing rates up.

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Market Commentary: Weak Markets in September Are Not Unusual

Carson Wealth

A government shutdown looms, yet history suggests this is a non-event for investors. The Fed made a big shift in its projections and is now much more bullish on the economy. Expectations for a stronger economy also mean the Fed is projecting fewer rate cuts next year. What About a Government Shutdown?

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Market Commentary: Bulls Smile at January and February Market Gains

Carson Wealth

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. across 2018-2019.