Carson Wealth

JANUARY 29, 2024

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. Even the year-over-year rate, which partly relies on year-old numbers that aren’t relevant anymore, came in at 2.9% in December.

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Carson Wealth

AUGUST 7, 2023

Some may view the lower-than-expected jobs numbers as heralding a recession, but more likely they are signs of economic normalization not weakness. The cyclical areas, especially construction, manufacturing, and leisure and hospitality, remain on the softer side, with job growth totaling to 34,000. In short, job growth remains strong.

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Marketing Marketing Government Economy 52

Carson Wealth

JANUARY 2, 2024

Carson’s team provides its top charts that tell the story of 2023, including the four-year presidential cycle, high-tech manufacturing, bond yields, equity style performance, and a certain chipmaker that received a lot of attention. Some are perhaps unorthodox, but they tell us a lot about 2023 while setting the scene for 2024.

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Carson Wealth

JULY 17, 2023

Even though inflation has come back quickly (more on that below), wages growing faster than inflation, small business sentiment is improving, consumer sentiment is improving, housing bottoming, manufacturing bottoming, and a consumer that is incredibly resilient, there is still plenty of worry to go around. average, not bad, not bad.

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Carson Wealth

MARCH 27, 2023

Housing data is rallying, manufacturing is showing signs of a low, and the consumer is demonstrating incredible resilience. Recent sentiment polls show a high number of bears while worries about the economy and earnings continue to expand. Still, economic data is improving. One of the best reasons to be bullish is very few people are.

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Brown Advisory

AUGUST 14, 2023

Download it here > The Hidden Trouble Within Dear Fellow Investors, We have fielded a number of questions over the past six months from clients and prospects about how we think about and control factor risks within the Global Leaders strategy. Numbers may not total due to rounding. Numbers may not total due to rounding.

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Carson Wealth

APRIL 3, 2023

There are positives, including a Fed that may be done with rate hikes, lower inflation, a rebound in manufacturing, and a strong labor market. companies are re-shoring a record number of manufacturing jobs. Manufacturing construction, particularly in the computers and electronics industry, is booming as U.S.

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Carson Wealth

FEBRUARY 5, 2024

Of course, it’s one thing to get strong numbers, but it’s even better when the data are strong for the right reasons. Anything else that is trending higher, be it housing or even manufacturing, is all icing on the cake. The manufacturing sector, which some surveys show is supposedly in a recession, created 23,000 jobs in January.

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Carson Wealth

MARCH 25, 2024

If tech is removed from the equation, those numbers are estimated to drop approximately three points, putting stocks right in line with historical averages. One reason many claim the stock market is in a bubble is 2023 earnings were barely positive while stocks soared, implying it was all multiple expansion.

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Marketing Marketing Economy Manufacturing 97

Carson Wealth

JUNE 26, 2023

The number of permits reflects new housing units and is a leading indicator of future supply. These numbers are typical of an economy emerging from a recession. The supply picture becomes even starker when we consider the number of multi-family units under construction. May housing starts and building permits were also strong.

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Carson Wealth

MAY 22, 2023

Manufacturing, especially vehicle production, is turning around. However, there’s a lot of pent-up demand due to a record number of people ages 25-34 , which is prime homebuying age. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

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The Big Picture

FEBRUARY 28, 2023

You sit on the board of directors on a number of portfolio companies. And this isn’t dissimilar from what’s happened in prior eras within the financial services sector. And we looked more like an industrial conglomerate than — RITHOLTZ: That’s where I was going to go. LAYTON: Yup.

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