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. Compliance Case # 01997363_112723_C The post Market Commentary: Reasons To Be Thankful appeared first on Carson Wealth. The consumer remains very strong, and consumption jumped significantly last quarter.

Marketing 96

Marketing Marketing Manufacturing Retail 96

Carson Wealth

MARCH 4, 2024

Core PCE inflation, which strips out volatile food and energy components, has run at a 2.5% Compliance Case # 02140331_030424_C The post Market Commentary: Bulls Smile at January and February Market Gains appeared first on Carson Wealth. Overall, inflation is easing. annualized rate over the last three months and a 2.6%

Marketing 90

Marketing Marketing Economy Compliance 90

Carson Wealth

JANUARY 29, 2024

Core inflation, excluding food and energy, is now running below the Fed’s target. I think the simple answer is inflation has run below a pace of 2% over the last three- and six-month periods, at least as measured by the Fed’s preferred metric, the core personal consumption expenditures index (PCE ex food and energy). in December.

Marketing 97

Marketing Marketing Economy Government 97

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%. Compliance Case # 01904404_091823_C The post Market Commentary: More Seasonal Choppiness appeared first on Carson Wealth. That’s the slowest pace since March 2021.

Marketing 96

Marketing Marketing Economy Retail 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

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 4, 2023

Core PCE, which excludes food and energy, has run at a 2.4% Compliance Case # 02008135_120423_C The post Market Commentary: What a Month! The major decline in inflation initially came from falling energy prices, but now we’re seeing disinflation in every other major category. annualized pace over the last three months and 2.5%

Marketing 96

Marketing Marketing Economy Compliance 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

Norman Marks

JUNE 20, 2022

Their food stuff includes: In this turbulent business environment, many executives find the need to revise and adapt their strategies and operating models at a rapid pace. PwC has shared with us the results of their 2022 Global Risk Survey. It has some interesting stuff, although (as usual) doesn’t go far enough for me. They […].

Risk Management 52

Risk Management Management Food Compliance 52

Carson Wealth

FEBRUARY 20, 2024

Core CPI, excluding volatile food and energy components, rose 0.4%, above expectations for a 0.3% Compliance Case # 02121983_022024_C The post Market Commentary: Late February Bumps are Normal appeared first on Carson Wealth. That’s a big shift in a relatively short period of time, and the January CPI data underlined the move.

Marketing 96

Marketing Marketing Economy Medicine 96

Carson Wealth

JULY 31, 2023

Core inflation, excluding food and energy, remains elevated, although it has seen a downshift recently. Compliance Case # 01851028_073123_C The post Market Commentary: Stocks and the Economy Show Continued Strength appeared first on Carson Wealth. More importantly, he said that is likely to continue.

Economy 52

Economy Marketing Marketing Compliance 52

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 Investing Investments Engineering 296

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

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? Compliance Case # 01749933 The post Market Commentary: Market Rally to Close April, But Be Wary of “Sell in May” appeared first on Carson Wealth. What’s driving strong consumption now?

Marketing 52

Marketing Marketing Economy Numbers 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

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. The growing costs within China (capital, operational, compliances) and Chinese factories closing due to environmental concerns.

Pharmaceutical 52

Pharmaceutical Manufacturing Sales Economy 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. Compliance Case # 01757879 The post Market Commentary: Stocks Defy Negativity appeared first on Carson Wealth. In summary, there’s no sign of a slowdown yet.

Marketing 52

Marketing Marketing Economy Banking 52

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. Governance agendas are broadening to address consumer and investor pressures and expectations.

Fiduciary Duty 52

Fiduciary Duty Government Clients Investing 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

Brown Advisory

JUNE 2, 2021

health, education and vocational training; health care; financing and financial services); affordable housing; employment generation, including through the potential effect of small and medium enterprise financing and microfinance; food security; socioeconomic advancement; and empowerment. Sustainability Bonds. Sustainability-linked Bonds.

Certification 52

Certification Investing Investments Compliance 52

Brown Advisory

JUNE 2, 2021

health, education and vocational training; health care; financing and financial services); affordable housing; employment generation, including through the potential effect of small and medium enterprise financing and microfinance; food security; socioeconomic advancement; and empowerment. Sustainability Bonds. Sustainability-linked Bonds.

Certification 52

Certification Investing Investments Compliance 52

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. Compliance Case # 01956333_103023_C The post Market Commentary: How Bad Is It? Despite the U.S. is now running below many other developed economies. a gallon to $3.50.

Marketing 96

Marketing Marketing Economy Government 96

Carson Wealth

MAY 6, 2024

Core inflation, which strips out volatile food and energy components, has been going the wrong way. Compliance Case # 02228405_050624_C The post Market Commentary: Fed, Earnings, Job Gains Support a Young Bull Market appeared first on Carson Wealth. 3% since December.

Marketing 97

Marketing Marketing Economy Numbers 97

Carson Wealth

AUGUST 21, 2023

Retail sales and food services rose 0.7% Compliance Case # 01874792_081423_C The post Market Commentary: Weak Seasonality Still in Play appeared first on Carson Wealth. 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.

Marketing 52

Marketing Marketing Economy Retail 52

Carson Wealth

FEBRUARY 5, 2024

Food prices are also in disinflation, as are several other categories on the services side. Compliance Case # 02101272_020524_C The post Market Commentary: January Gains, Jobs Report Both Bullish for Markets appeared first on Carson Wealth. It’s clear why income growth is solid.

Marketing 97

Marketing Marketing Economy Manufacturing 97

Good Financial Cents

DECEMBER 19, 2022

With proper care and compliance, though, Invisalign can give you a beautiful, straight smile. Keep in mind that many of the orthodontists we spoke to for this story stressed the need for compliance when it comes to Invisalign. Your orthodontist can evaluate your specific case and let you know if Invisalign is a good fit for you.

Insurance 83

Insurance Planning Medical Healthcare 83

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. Compliance Case # 01813768 The post Market Commentary: Stocks Can Go Lower, But We Expect Them to Rebound appeared first on Carson Wealth.

Marketing 52

Marketing Marketing Economy Numbers 52

The Big Picture

FEBRUARY 13, 2023

Tell us a little bit about what you do on Twitter and how was it getting that through legal and compliance? RIEDER: Well, first of all, anything I tweet goes through legal and compliance before it gets out there, first part. That is really unusual for a person with your role in a firm as large and buttoned down as BlackRock.

Economy 143

Economy Numbers Portfolio Marketing 143

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? I mean, look at this beautiful Bloomberg building with the food. And then you have your food and amenities, and I don’t know if you have a fitness center, but so many buildings now do. It really is.

Assets 154

Assets Investing Investments Portfolio 154

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 154

Compliance Wealth Management Clients Management 154

The Big Picture

FEBRUARY 28, 2023

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? There’s a lot more speculation happening in the public markets these days. Meanwhile, the private markets have been increasingly relevant to owning the real economy. RITHOLTZ: Really interesting.

Clients 143

Clients Investing Investments Assets 143

The Big Picture

SEPTEMBER 5, 2023

RITHOLTZ: Just, I’m not a big Instagram fan, and I’m certainly not a Facebook fan, but I’m on Threads waiting for compliance to give me approval to start threading, tweeting, I don’t even know what you would call it. RITHOLTZ: 44, I mean, it’s there for the taking. MILLER: Right.

Sales 130

Sales Numbers Taxes Marketing 130

The Big Picture

JUNE 27, 2023

We’re the largest funders of food pantries. There’s homelessness, there’s mental health, there’s food insecurity, and there’s immigration. So we fund shelters and where we are, and we do food support, because it has to be a holistic approach, this movement from poverty. Right, you see them.

Math 143

Math Risk Management Management Marketing 143

Sara Grillo

FEBRUARY 13, 2023

But also you end up with multiple breadbasket failures and so on and so forth because of drought that drives up food prices. Nothing within this content constitutes legal investment or compliance advice. For such advice, contact a legal compliance or investment advisor.

Investing 72

Investing Investments Clients Portfolio 72