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Podcast links: uncertain economics

Abnormal Returns

Economics Tyler Cowen talks with Brad DeLong about his book "Slouching towards Utopia: An Economic History of the Twentieth Century." conversationswithtyler.com) Michael Klein talks with Nicholas Bloom about the role of uncertainty in economics.

Economics 130
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Monday links: digesting economic activity

Abnormal Returns

Companies Elliott Management is giving up its proxy fight with Salesforce ($CRM). axios.com) The first wave of job cuts at Disney ($DIS) are here. barrons.com) Chewy ($CHWY) says customers are pulling back. finance.yahoo.com) Elon Musk thinks Twitter is worth $20 billion.

Economics 130
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Coming Shift in Global Economic Power?

The Big Picture

Visualizing the Coming Shift in Global Economic Power (2006-2036p). I never know what to make of these grand extrapolations but submitted for your approval… The post Coming Shift in Global Economic Power? Source: Visual Capitalist.

Economics 278
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The Economics of a United States Divorce

Pragmatic Capitalism

Congresswoman Marjorie Taylor Greene got a lot of attention over the weekend when she stated that the USA needs a “national divorce”: I try to remain as objective as possible [ …

Economics 189
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The Economics of a United States Divorce

Pragmatic Capitalism

Congresswoman Marjorie Taylor Greene got a lot of attention over the weekend when she stated that the USA needs a “national divorce”: I try to remain as objective as possible [ … ] Most Recent Stories

Economics 173
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Research links: economic forecasts

Abnormal Returns

Active managers Even money managers like to 'buy what they know.' papers.ssrn.com) Active managers are subject to the same biases as individual investors. alphaarchitect.com) Key takeaways from 20 years of the SPIVA report including 'Most active managers underperform most of the time.'

Economics 130
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Eurozone Target2 Economic Imbalances Soar, This Money Can't Be Paid Back

Mish Talk

EconomicsTarget 2 balances from the ECB, numbers and caption by Mish. TARGET2 is the real-time gross settlement (RTGS) system owned and operated by the Eurosystem. The Target2 Lead Chart is courtesy of the ECB. It shows Target 2 creditor and debtor nations.

Economics 218
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Unleaded Gasoline Futures Declined 26 Percent, Has Inflation Peaked This Economic Cycle?

Mish Talk

Unleaded Gasoline Futures Courtesy of Trading Economics. Lumber Futures Courtesy of Trading Economics. EconomicsThe Wall Street Journal reports There Are Signs Inflation May Have Peaked, but Can It Come Down Fast Enough?

Economics 244
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The Economic Problem with LIV Golf

Pragmatic Capitalism

* This is a bit off topic, but as a casual golfer/watcher and economic nerd I think it’s an interesting topic. The creation of the LIV Golf tour has shaken [ …

Economics 136
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Ten Economic Questions for 2023

Calculated Risk

Here is a review of the Ten Economic Questions for 2022 Below are my ten questions for 2023 (I've been doing this every year for over a decade!). 1) Economic growth: Economic growth was probably under 1% in 2022 as the economy slowed following the economic rebound in 2021.

Economics 138
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Podcast: 2023 Economic Outlook

Nationwide Financial

Key Takeaways: Hear our economic outlook for 2023, provided by Nationwide’s Chief Economist Kathy Bostjancic, Deputy Chief Economist Bryan Jordan, and Senior Economist Ben Ayers. (21 As we close out the year, it’s time to look forward and provide our economic outlook for 2023.

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GDPNow Forecast Rises to 2.7 Percent Annualized Despite Weak Economic Data

Mish Talk

After recent releases from the US Census Bureau, the US Bureau of Economic Analysis, and the Institute for Supply Management, the nowcasts of third-quarter real personal consumption expenditures growth and third-quarter real gross private domestic investment growth increased from 0.7

Economics 199
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Banking crisis overshadowed the data, but inflation remains persistently elevated: Weekly Economic Review & Outlook

Nationwide Financial

The February retail sales report showed that consumers pulled back on spending, but the level of sales was still strong and continues to drive economic growth. This should drive economic growth at around an annualized 2.5-3.0

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Strong consumer spending adds to inflationary pressures: Weekly Economic Review & Outlook

Nationwide Financial

Analysis: Acceleration in consumer inflation increases the odds of further Fed action Robust spending and income for January was in line with other strong economic data for the month, showing renewed economic vigor despite the Fed’s efforts to cool inflationary conditions.

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Weekly Economic Insight – February 27, 2023

Cornerstone Financial Advisory

FOMC Says Inflation Is Still Too High Presented by Cornerstone Financial Advisory, LLC Concerns over a firmer monetary policy were heightened by fresh economic data, touching off a climb in bond yields and a slide in stock prices last week.

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Cycle Watch | February 2023: Economic activity weakens

Nationwide Financial

The post Cycle Watch | February 2023: Economic activity weakens appeared first on Nationwide Financial. Capital Market Impact Markets and Economy consumer spending economic growth inflation interest rates investing strategies market commentary recession volatilityMove over, inflation.

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The Big Four Economic Indicators: February Employment

Advisor Perspectives

This commentary has been updated to include this morning's release of non-farm employment. February saw a 311,000 increase in total non-farm payrolls. The unemployment rate rose to 3.6%. The Investing.com forecast was for 205,000 jobs gained

Economics 104
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First Quarter 2023 Economic Review and Forecast

Advisor Perspectives

The economic signals and a host of geopolitical risks confronting investors suggest that 2023 could be as challenging as 20022 for both stocks and bonds

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Pandemic Economics, Housing and Monetary Policy: Part I; The Economic Fireworks have been in Housing!

Calculated Risk

Today, in the Calculated Risk Real Estate Newsletter: Pandemic Economics, Housing and Monetary Policy: Part I A brief excerpt: Pandemic economic outcomes were frequently largely unexpected.

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Fourth Quarter 2022 Economic Review and Outlook

Advisor Perspectives

The economic tea leaves suggest that 2023 could be another challenging year for both stocks and bonds. However, the outlook is more balanced given that equity valuations are much lower and bond yields much higher

Economics 104
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Biden economic adviser Deese is stepping down

MarketWatch

President Joe Biden on Thursday said Brian Deese, who heads the White House's National Economic Council, is departing. Biden said in a statement that he's grateful to Deese's family "for letting us borrow Brian" and he knows "they're excited to welcome him home."

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Flow of positive data continues: Weekly Economic Review & Outlook

Nationwide Financial

Other economic data showed a surprising jump in housing market activity and jobless claims remained very low, while core durable goods orders and shipments when adjusted for inflation were softish. Economic data remains positive Other economic indicators also pointed to continued growth.

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Five Economic Reasons to be Thankful

Calculated Risk

Here are five economic reasons to be thankful this Thanksgiving. Hat Tip to Neil Irwin who started doing this years ago) 1) The Unemployment Rate is Near 50 Year Low The unemployment rate was at 3.7% in October. The unemployment rate is down from 14.7%

Economics 116
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Review: Ten Economic Questions for 2022

Calculated Risk

At the end of each year, I post Ten Economic Questions for the following year (2022). I followed up with a brief post on each question. Here is review (we don't have all data yet, but enough). I've linked to my posts from the beginning of the year, with a brief excerpt and a few comments.

Economics 108
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Estate Planning in this Economic Climate

Park Place Financial

Estates Estate Planning in this Economic Climate Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Between inflation, increasing interest rates, federal changes to monetary policies, and global conflict, many factors are putting a strain on the current economic situation.

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Real Estate Newsletter Articles this Week: "Pandemic Economics and Housing"

Calculated Risk

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4 Key Behaviors To Understand During Economic Highs And Lows

Leading Advisor

Understanding whether you are an Extrovert, Introvert, Ambivert or Omnivert will help you to get through Behavioral and Economic Highs And Lows. Behavioral research goes… The post 4 Key Behaviors To Understand During Economic Highs And Lows appeared first on Leading Advisor - Simon Reilly. Financial Advisor Blog

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2 Ways the 2022 Economic Woes Affected Your Retirement Accounts

Integrity Financial Planning

The 2022 economic climate has been bumpy for most and, in some cases, even bumpier for retirees. Americans and the world at large dealt with the economic ramifications of the Russia-Ukraine war, post-pandemic industrial effects, and rising inflation and interest rates.

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Cooler inflation numbers are encouraging: Weekly Economic Review & Outlook

Nationwide Financial

In other economic news, the NFIB small business survey showed decreasing optimism among small business owners, many of whom have a negative outlook on the economy and expected sales for 2023. Encouragingly consumer price inflation continued to cool in December.

Numbers 52
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The Fed raises rates again but indicates the banking industry will be closely monitored: Weekly Economic Review & Outlook

Nationwide Financial

The most significant economic news last week came from the March FOMC meeting, where the Fed raised the fed funds rate another 25 basis points and indicated that, as of now, one more such rate hike is planned. percent was left unchanged in its latest Summary of Economic Projections (SEP).

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Consumer activity slows to close 2022: Weekly Economic Review & Outlook

Nationwide Financial

The post Consumer activity slows to close 2022: Weekly Economic Review & Outlook appeared first on Nationwide Financial. Economic Commentary Markets and Economy consumer spending economic growth employment inflation interest rates

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The #1 Script That Illuminates All Economic Highs And Lows

Leading Advisor

The post The #1 Script That Illuminates All Economic Highs And Lows appeared first on Leading Advisor - Simon Reilly. Most of the time, it requires working with someone from the outside to hold the awareness and space for you to decide to be the self you were meant to be. Financial Advisor Blog

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The Performance of Multi-Factor Long-Short Portfolios in Various Economic Regimes

Alpha Architect

The Performance of Multi-Factor Long-Short Portfolios in Various Economic Regimes was originally published at Alpha Architect.

Economics 102
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ARGI’s Monthly Economic Update

Ron A. Rhodes

Rhoades, JD, CFP ECONOMIC UPDATE In our previous January 2022 issue of ARGI’s Monthly Economic Update we identified several possible negative economic events. Some have come to… Economic Updates and Observations Planning for Executives Planning for Retirees ARGI ARGI FINANCIAL GROUP economy inflation Professor Money Bear Professor Money Bear; Money Bear; The Fiduciary Papers Ron Rhoades stocksby Ron A.

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Slower momentum entering the new year: Weekly Economic Review & Outlook

Nationwide Financial

The post Slower momentum entering the new year: Weekly Economic Review & Outlook appeared first on Nationwide Financial. Economic Commentary Markets and Economy consumer spending economic growth employment inflation interest rates

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The Fed downshifts, remains hawkish: Weekly Economic Review & Outlook

Nationwide Financial

In his comments, Chairman Powell maintained a hawkish stance as the Fed continues to prioritize reducing inflation, even if it means some economic pain. The post The Fed downshifts, remains hawkish: Weekly Economic Review & Outlook appeared first on Nationwide Financial.

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Service sector still shows solid growth: Weekly Economic Review & Outlook

Nationwide Financial

However, due to the headwinds from slower global economic activity and reduced domestic order books, the manufacturing sector is cooling. The post Service sector still shows solid growth: Weekly Economic Review & Outlook appeared first on Nationwide Financial.

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The New World Economic Disorder: Change vs Transition

Leading Advisor

The pandemic transformed the way we… The post The New World Economic Disorder: Change vs Transition appeared first on Leading Advisor - Simon Reilly. Over the past two to three years, there is no doubt you’ve been through a tremendous amount of change. Financial Advisor Blog

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Consumer resiliency shines through: Weekly Economic Review & Outlook

Nationwide Financial

The post Consumer resiliency shines through: Weekly Economic Review & Outlook appeared first on Nationwide Financial. Economic Commentary Markets and Economy consumer spending economic growth employment inflation interest rates

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An unexpected inflation reprieve: Weekly Economic Review & Outlook

Nationwide Financial

The post An unexpected inflation reprieve: Weekly Economic Review & Outlook appeared first on Nationwide Financial. Economic Commentary Markets and Economy consumer spending economic growth employment inflation interest rates