Advisor Perspectives

MARCH 8, 2024

The weekly leading economic index (WLEI) is a composite for the U.S economy that draws from over 20 time-series and groups them into the following six broad categories which are then used to construct an equally weighted average.

Economics 111

Economics Economy 111

Advisor Perspectives

APRIL 16, 2024

As the US economy hums along month after month, minting hundreds of thousands of new jobs and confounding experts who had warned of an imminent downturn, some on Wall Street are starting to entertain a fringe economic theory.

Economics 105

Economics Economy 105

Advisor Perspectives

FEBRUARY 9, 2024

The weekly leading economic index (WLEI) is a composite for the U.S economy that draws from over 20 time-series and groups them into the following six broad categories which are then used to construct an equally weighted average.

Economics 111

Economics Economy 111

Abnormal Returns

JULY 6, 2023

newsletter.abnormalreturns.com) Mixed media Seven economics books worth checking out including "For a Dollar and a Dream: State Lotteries in Modern America" by Jonathan D. (abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter.

Economics 170

Economics Startup Financial Advising Media 170

Advisor Perspectives

JANUARY 26, 2024

The weekly leading economic index (WLEI) is a composite for the U.S economy that draws from over 20 time-series and groups them into the following six broad categories which are then used to construct an equally weighted average.

Economics 111

Economics Economy 111

Abnormal Returns

FEBRUARY 24, 2023

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

Economics Media Accounting 130

Advisor Perspectives

FEBRUARY 23, 2024

The weekly leading economic index (WLEI) is a composite for the U.S economy that draws from over 20 time-series and groups them into the following six broad categories which are then used to construct an equally weighted average.

Economics 110

Economics Economy 110

Advisor Perspectives

APRIL 12, 2024

The weekly leading economic index (WLEI) is a composite for the U.S economy that draws from over 20 time-series and groups them into the following six broad categories which are then used to construct an equally weighted average.

Economics 64

Economics Economy 64

Calculated Risk

APRIL 17, 2024

Fed's Beige Book Overall economic activity expanded slightly , on balance, since late February. Ten out of twelve Districts experienced either slight or modest economic growth—up from eight in the previous report, while the other two reported no changes in activity.

Economics 57

Economics Manufacturing Sales Banking 57

Abnormal Returns

MAY 19, 2023

Economics Margaret Hoover talks with Felix Salmon author of "The Phoenix Economy: Work, Life, and Money in the New Not Normal." conversationswithtyler.com) Cardiff Garcia talks about the economics of innovation with Heidi Williams and Caleb Watney.

Economics 130

Economics Valuation Economy Investing 130

Calculated Risk

MARCH 6, 2024

Fed's Beige Book Economic activity increased slightly, on balance, since early January, with eight Districts reporting slight to modest growth in activity, three others reporting no change, and one District noting a slight softening. Consumer spending, particularly on retail goods, inched down in recent weeks.

Economics 113

Economics Manufacturing Insurance Engineering 113

Advisor Perspectives

JANUARY 22, 2024

The Conference Board Leading Economic Index (LEI) fell for a 21st straight month in December as the LEI continues to signal underlying weakness in the U.S. The index inched down 0.1% from last month to 103.1, the index's lowest reading since May 2020.

Economics 133

Economics Economy 133

Advisor Perspectives

MARCH 1, 2024

The weekly leading economic index (WLEI) is a composite for the U.S economy that draws from over 20 time-series and groups them into the following six broad categories which are then used to construct an equally weighted average.

Economics 64

Economics Economy 64

Advisor Perspectives

FEBRUARY 16, 2024

The weekly leading economic index (WLEI) is a composite for the U.S economy that draws from over 20 time-series and groups them into the following six broad categories which are then used to construct an equally weighted average.

Economics 69

Economics Economy 69

Advisor Perspectives

MARCH 15, 2024

The weekly leading economic index (WLEI) is a composite for the U.S economy that draws from over 20 time-series and groups them into the following six broad categories which are then used to construct an equally weighted average.

Economics 64

Economics Economy 64

Advisor Perspectives

MARCH 21, 2024

The Conference Board Leading Economic Index (LEI) inched up in February, marking the first monthly increase since February 2022. However, despite the increase, the LEI continues to signals headwinds to economic growth going forward. The index rose 0.1% from last month to 102.8.

Economics 72

Economics 72

Advisor Perspectives

APRIL 10, 2024

Water raises the risks of conflict, civil unrest and economic pain in many parts of the world.

Economics 52

Economics 52

Abnormal Returns

FEBRUARY 14, 2024

Strategy Alternatives managers want in on the defined contribution space. riaintel.com) Do you really need a separate allocation to real estate in your portfolio? morningstar.com) Growth in ETFs are a boon to Jane Street. ft.com) Companies Uber's ($UBER) transformation is complete as the company initiates a stock buyback.

Economics 146

Economics Financial Advising Insurance Media 146

Advisor Perspectives

JANUARY 12, 2024

The weekly leading economic index (WLEI) is a composite for the U.S economy that draws from over 20 time-series and groups them into the following six broad categories which are then used to construct an equally weighted average.

Economics 80

Economics Economy 80

Pragmatic Capitalism

SEPTEMBER 19, 2022

* 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

Economics 136

Advisor Perspectives

OCTOBER 19, 2023

The Conference Board Leading Economic Index (LEI) fell for the 18th consecutive month in September as future economic weakness continue to loom. The index dropped 0.7% from last month to 104.6, the index's lowest reading since June 2020.

Economics 124

Economics 124

Calculated Risk

NOVEMBER 23, 2023

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 Below 4% The unemployment rate was at 3.9% in October. The unemployment rate is down from 14.7% in April 2020 (the highest since the Great Depression). The unemployment rate is up from 3.7%

Economics 130

Economics 130

Abnormal Returns

AUGUST 4, 2023

Strategy Why you can't hedge inflation in the short run. whitecoatinvestor.com) A Q&A with William Bernstein author of "The Four Pillars of Investing." wsj.com) Don't confuse collectibles with investments. investmentnews.com) Apple Services and wearables are the standouts for Apple ($AAPL).

Economics 197

Economics Financial Advising Healthcare Economy 197

Advisor Perspectives

FEBRUARY 20, 2024

The Conference Board Leading Economic Index (LEI) fell for a 22nd consecutive month in January as the LEI continues to signal headwinds to economic activity in the U.S. However, for the first time in the past two years, the index is no longer forecasting a recession in 2024. The index dropped 0.4% from last month to 102.7,

Economics 72

Economics 72

Advisor Perspectives

APRIL 10, 2024

Economic indicators are released every week to provide insight into the health and performance of an economy. Last week featured employment updates.

Economics 52

Economics Economy 52

Advisor Perspectives

DECEMBER 29, 2023

This week’s Weekly Economics will dive into the U.S. economic landscape and summarize the major factors that shaped the nation’s economic trajectory this year. The year 2023 will be remembered by economists and investors as 365 days of resiliency and defied expectations.

Economics 80

Economics 80

Advisor Perspectives

APRIL 2, 2024

Over the past 70 years, rising government debt generally has been accompanied by weaker economic activity. But it's not a simple relationship.

Economics 52

Economics Government 52

Advisor Perspectives

NOVEMBER 20, 2023

The Conference Board Leading Economic Index (LEI) fell for a 19th consecutive month in October as the LEI resumed signaling a recession in the near term. The index dropped 0.8% from last month to 103.9, the index's lowest reading since May 2020.

Economics 128

Economics 128

Advisor Perspectives

APRIL 8, 2024

US Treasury Secretary Janet Yellen implored Beijing’s top leaders to fundamentally rethink their economic growth strategy, as she wrapped up a high-stakes trip to China that’s been a balancing act in strengthening bilateral ties while delivering stark criticisms.

Economics 52

Economics 52

Advisor Perspectives

FEBRUARY 2, 2024

The weekly leading economic index (WLEI) is a composite for the U.S economy that draws from over 20 time-series and groups them into the following six broad categories which are then used to construct an equally weighted average.

Economics 64

Economics Economy 64

Calculated Risk

FEBRUARY 19, 2024

Weekend: • Schedule for Week of February 18, 2024 Tuesday: • No major economic releases scheduled. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 and DOW futures are mostly unchanged (fair value). Oil prices were up over the last week with WTI futures at $79.28 per barrel and Brent at $83.28 per barrel.

Economics 62

Economics Marketing Marketing 62

Advisor Perspectives

AUGUST 17, 2023

The Conference Board Leading Economic Index (LEI) fell for the 16th consecutive month in July as economic uncertainty continues to grow. The index dropped 0.4% from last month to 105.8, the index's lowest reading since June 2020. The latest reading was consistent with expectations.

Economics 94

Economics 94

Advisor Perspectives

NOVEMBER 10, 2023

The weekly leading economic index (WLEI) is a composite for the U.S economy that draws from over 20 time-series and groups them into the following six broad categories which are then used to construct an equally weighted average. As of October 27th, the index was at 7.007, down 3.512 from the previous week.

Economics 64

Economics Economy 64

Advisor Perspectives

JANUARY 19, 2024

The weekly leading economic index (WLEI) is a composite for the U.S economy that draws from over 20 time-series and groups them into the following six broad categories which are then used to construct an equally weighted average.

Economics 59

Economics Economy 59

Advisor Perspectives

DECEMBER 15, 2023

The weekly leading economic index (WLEI) is a composite for the U.S economy that draws from over 20 time-series and groups them into the following six broad categories which are then used to construct an equally weighted average.

Economics 64

Economics Economy 64

Advisor Perspectives

DECEMBER 20, 2023

Our 2024 Economic & Market Outlook covers: Is the recession of 2023 coming in 2024? It appears this Fed rate hike cycle is over and now we pivot to potential rate cuts. But not until inflation has sufficiently cooled. As we've seen before, a lot can happen in the meantime.

Economics 52

Economics Asset Allocation Marketing Marketing 52

SEI

JANUARY 16, 2024

Jim Solloway, Chief Market Strategist and Senior Portfolio Manager, and Vivian Estadt, Client Service Director, present our economic outlook for 2024.

Economics 52

Economics Portfolio Management Portfolio Clients 52