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. But even things like airfares, daycare and pet care services inflation have been falling.

Marketing 98

Marketing Marketing Food Compliance 98

Carson Wealth

APRIL 15, 2024

Both headline and core inflation (excluding food and energy) came in above expectations. Inflation within every other major category, including food prices, vehicle prices, and even household furnishings, apparel, airfares, and hotels prices, has eased relative to last June. Headline inflation is up 3.5% HICP is up 2.4%

Marketing 97

Marketing Marketing Food Insurance 97

Carson Wealth

NOVEMBER 27, 2023

In fact, retail sales and food services are running at 5% above pre-pandemic trends, with no sign of slowing down. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 96

Marketing Marketing Manufacturing Economy 96

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%. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 96

Marketing Marketing Economy Retail 96

Carson Wealth

MAY 20, 2024

Core CPI inflation, which excludes food and energy, was up 3.6% The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. It rose at an annualized pace of 5.2% in April, below the first-quarter average of 5.9% year over year in April.

Numbers 97

Numbers Marketing Marketing Food 97

Carson Wealth

OCTOBER 14, 2024

month over month while core CPI (excluding food and energy) rose 0.3%. If you exclude shelter, here’s how CPI looks (this includes energy and food): Last 3 months: +0.7% (annualized) Lats 6 months: +0.1% (annualized) Last 12 months: +1.1% Headline CPI rose 0.2% Cue the worries about resurgent inflation. Case in point: profit margins.

Marketing 96

Marketing Marketing Numbers Food 96

Carson Wealth

MARCH 4, 2024

Core PCE inflation, which strips out volatile food and energy components, has run at a 2.5% The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. Overall, inflation is easing. annualized rate over the last three months and a 2.6%

Marketing 90

Marketing Marketing Economy Compliance 90

Carson Wealth

DECEMBER 4, 2023

Core PCE, which excludes food and energy, has run at a 2.4% The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. Compliance Case # 02008135_120423_C The post Market Commentary: What a Month! over the last six.

Marketing 96

Marketing Marketing Economy Compliance 96

Carson Wealth

JANUARY 29, 2024

Core inflation, excluding food and energy, is now running below the Fed’s target. We will discuss the economic data in more detail below, but broadly, the data shows improvements in manufacturing, housing, services, and inflation as well as healthy employment and a strong consumer. We expect rate cuts in 2024, perhaps starting in May.

Marketing 97

Marketing Marketing Economy Government 97

Carson Wealth

OCTOBER 30, 2023

The chart below shows core inflation — excluding food, energy, and owners’ equivalent rent — enabling cross-country comparisons. Food inflation is also easing. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. Despite the U.S.

Marketing 96

Marketing Marketing Economy Government 96

Carson Wealth

NOVEMBER 20, 2023

The Federal Reserve prefers to look at inflation stripped of food and energy, since these are volatile. Inflation Picture Improves Across Three Key Areas Prices for core goods, excluding food and energy , have fallen for five consecutive months and are down almost 1% over the last six months (annualized). Core inflation rose just 0.2%

Marketing 96

Marketing Marketing Economy Distribution 96

Carson Wealth

SEPTEMBER 5, 2023

Overall inflation has been running close to 2% over the last three months, thanks to lower energy prices, as well as disinflation in food, vehicles, and other goods impacted by pandemic-related supply chain issues. Workers are working more hours. Wage growth remains strong.

Marketing 89

Marketing Marketing Economy Compliance 89

Carson Wealth

JUNE 17, 2024

Headline inflation was flat in May, while core inflation (stripping out volatile energy and food components) rose 0.16%, which corresponds to an annualized pace of exactly 2%, all softer than what forecasters were expecting. At the same time, headline CPI is now up 3.3% It tells me that underlying inflation is not running too hot.

Marketing 86

Marketing Marketing Valuation Economy 86

Carson Wealth

MAY 15, 2023

Energy, food, and used car prices have pulled inflation down from 9% in June 2022 to 4.9% That is primarily because of lower energy prices and a welcome decrease in food prices. Excluding food and energy, core inflation is now running higher than headline inflation, at 5.5% in April 2023. over the past year.

Marketing 52

Marketing Marketing Food Economy 52

Carson Wealth

FEBRUARY 20, 2024

Core CPI, excluding volatile food and energy components, rose 0.4%, above expectations for a 0.3% The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. Headline CPI rose 0.3% month over month in January, above expectations for a 0.2%

Marketing 96

Marketing Marketing Economy Medicine 96

Carson Wealth

MAY 6, 2024

Core inflation, which strips out volatile food and energy components, has been going the wrong way. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. 3% since December.

Marketing 97

Marketing Marketing Economy Numbers 97

Carson Wealth

JUNE 20, 2023

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. The big driver of the pullback has been energy, but more recently food prices have also started falling. year-over-year in May.

Marketing 52

Marketing Marketing Food Economy 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

DECEMBER 18, 2023

Inflation is Back at the Fed’s Target Producer price index (PPI) data for November came in softer than expected, especially core PPI, which excludes the volatile food and energy components. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 96

Marketing Marketing Economy Investing 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

JUNE 26, 2023

More Rental Units = Lower Inflation Pressure Core inflation, which excludes food and energy, appears to have made no progress at all in recent months. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 52

Marketing Marketing Economy Numbers 52

Carson Wealth

AUGUST 21, 2023

Retail sales and food services rose 0.7% The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. Compliance Case # 01874792_081423_C The post Market Commentary: Weak Seasonality Still in Play appeared first on Carson Wealth.

Marketing 52

Marketing Marketing Economy Retail 52

Carson Wealth

JULY 31, 2023

Core inflation, excluding food and energy, remains elevated, although it has seen a downshift recently. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. More importantly, he said that is likely to continue.

Economy 52

Economy Marketing Marketing Compliance 52

Carson Wealth

MAY 1, 2023

Strong employment Lower inflation, especially gas and food prices, which is boosting real incomes, i.e., incomes adjusted for inflation What Next? The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. What’s driving strong consumption now?

Marketing 52

Marketing Marketing Economy Numbers 52

Carson Wealth

MAY 8, 2023

Even better news — income growth is running above inflation, which is up about 5% over the past year — and energy and food prices continue to fall. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 52

Marketing Marketing Economy Banking 52

The Big Picture

FEBRUARY 28, 2023

And this isn’t dissimilar from what’s happened in prior eras within the financial services sector. If you think about the food value chain, for example, what are the types of companies that are going public in the food value chain? RITHOLTZ: Really interesting.

Clients 147

Clients Assets Investing Investments 147

Brown Advisory

JUNE 2, 2021

clean drinking water, sewers, sanitation, transport, energy); access to essential services (e.g., Furthermore, adherence and compliance with the criteria are largely determined by issuer and/or underwriter, posing a conflict of interest. Sustainability Bonds.

Certification 52

Certification Investing Investments Clients 52

Brown Advisory

JUNE 2, 2021

clean drinking water, sewers, sanitation, transport, energy); access to essential services (e.g., Furthermore, adherence and compliance with the criteria are largely determined by issuer and/or underwriter, posing a conflict of interest. Sustainability Bonds.

Certification 52

Certification Investing Investments Clients 52

The Big Picture

AUGUST 15, 2023

Let me say what your compliance wouldn’t allow you to say. SEIDES: Yeah, well, it’s a huge problem and it’s an intractable problem because of the way incentive systems work in the asset management industry, everyone across the food chain of capital is reporting to somebody else. RITHOLTZ: You were crushing it.

Management 130

Management Investing Investments Government 130

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 162

Compliance Clients Wealth Management Management 162

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

Food prices are also in disinflation, as are several other categories on the services side. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. It’s clear why income growth is solid.

Marketing 97

Marketing Marketing Economy Manufacturing 97

The Big Picture

SEPTEMBER 5, 2023

The focus seems to be on other institutions that create employment like healthcare, medical, tech, medical type services. There’s been a lot of emphasis on sort of competing with New York, bringing financial services there. MILLER: That they’re going to move their location. MILLER: Right.

Sales 130

Sales Numbers Taxes Marketing 130

Carson Wealth

FEBRUARY 18, 2025

Theyre still up just 1% since last year (gas prices are actually slightly lower), but households are never happy when energy and food prices go up. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. in January.

Marketing 110

Marketing Marketing Economy Compliance 110

Carson Wealth

JULY 15, 2024

Core CPI, which strips out the volatile food and energy components, rose just 0.1%. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. Inflation Is Last Year’s Problem and Stocks Love It The June inflation report was picture perfect.

Investing 97

Investing Investments Marketing Marketing 97

Carson Wealth

JUNE 3, 2024

The impact of housing is even more pronounced if you look at core PCE inflation, which strips out the volatile energy and food components. On top of that, financial services inflation is adding another 0.29 On top of that, financial services inflation is adding another 0.29 However, housing is adding 1.04

Marketing 93

Marketing Marketing Financial Services Distribution 93