Nationwide Financial

MARCH 22, 2023

The stresses in the banking system and ripple effects in the financial markets even overshadowed the incoming inflation data. Fed officials argue that they can separate changes in interest rates from banking/market/liquidity stresses due to the use of emergency Fed programs. Key Takeaways: What we learned last week: (pg.

Economics 98

Economics Banking Sales Retail 98

Truemind Capital

AUGUST 12, 2023

Equity Market Insights : Where is the recession? Despite being widely expected for many months, the recession has yet to materialize in the US and other developed economies. The recent rally in the market has made the valuations more expensive compared to historical standards.

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

Nationwide Financial

JANUARY 3, 2023

economy appears to be in the late stage of expansion, with strong economic activity but labor and supply chains remain constrained. The labor market is very tight, with a low unemployment rate of 3.7% As of this writing, market expectations call for a path of Fed rate hikes to a range of 5.0-5.25%,

Economics 59

Economics Marketing Marketing Economy 59

Advisor Perspectives

MAY 31, 2023

Several key economic indicators come out every week to help provide insight into the overall health of the U.S. Policymakers and advisors closely monitor these indicators to understand the direction of interest rates, as the data can significantly impact business decisions and financial markets.

Economy 52

Economy Numbers Economics Financial Market 52

Nationwide Financial

JUNE 8, 2023

While financial markets are pricing in several rate cuts before year end, we look for the Fed to wait until 2024 to ease its policy stance due to lingering inflationary trends. Equity markets continue to trend higher in 2023 even with a high probability of recession later this year and downside risks caused by bank credit tightening.

Economy 52

Economy Marketing Marketing Retail 52

Abnormal Returns

OCTOBER 31, 2022

economist.com) With economic sanctions in place, it's back to the future for the Russian auto industry. fortune.com) Economy Three things that are dampening economic pain, including remote work. abnormalreturns.com) Why rough edges remain in financial markets: people.

Financial Advising 229

Financial Advising Media Valuation Retail 229

MarketWatch

JUNE 26, 2023

So far, the financial-market impact of the apparent open revolt, which began on Friday and ended on Saturday, has been small. While a full-blown war economy looks unlikely, a larger war effort could still threaten the unstable equilibrium that has, to this point, been able to preserve macroeconomic stability in Russia.”Russia

Economics 76

Economics Marketing Marketing Financial Market 76

Nationwide Financial

MAY 30, 2023

This would lead to a further tightening of fiscal policy which will weigh on economic growth — in addition to expected sharp declines for equity prices and much higher interest rates. This would be highly disruptive for the economy and financial markets. Even when adjusting for inflation, real spending (+0.5

Economics 52

Economics Manufacturing Economy Financial Market 52

Abnormal Returns

JULY 14, 2022

(morningstar.com) Comparing the last three big bear markets. theinformation.com) Jamie Dimon is cautious about the economy. cbc.ca) Why Sri Lanka is facing an economic crisis. nytimes.com) Economy Weekly initial unemployment claims continue to climb higher. economy is a slowing housing market.

Marketing 130

Marketing Marketing License Financial Advising 130

The Big Picture

SEPTEMBER 21, 2022

We must keep at it until the job is done.’ ( Wall Street Journal ) see also The “Data-Dependent” Fed and the Data Interpreting the mixed signals across the economy, with a focus on inflation, jobs, and market pricing. ( Don’t Take Financial Advice From Kanye West : Nothing fails quite like success. The Overshoot ).

Financial Advice 273

Financial Advice Engineering Economy Management 273

MarketWatch

APRIL 4, 2023

economy could be about to tip into a recession, following Tuesday’s data which revealed the red-hot labor market is finally loosening up. Because we’ve really seen job openings remain elevated for quite some time, today’s data was significant,” said Edward Moya, a senior market analyst for the Americas at OANDA Corp.

Economy 76

Economy Marketing Marketing Banking 76

Nationwide Financial

JANUARY 3, 2023

The holiday season typically brings a quiet close to the year in the financial markets. The shift of consumer preferences toward service consumption from goods consumption buffers the services side of the economy. January 4: JOLTS report likely shows a modest easing in labor market tightness. percent rate from a 5.1

Economics 52

Economics Manufacturing Numbers Economy 52

Abnormal Returns

NOVEMBER 6, 2022

tker.co) Economy The many ways the FOMC could mess things up. economy is missing a bunch of foreign-born workers. papers.ssrn.com) The economic schedule for the coming week. abnormalreturns.com) Why rough edges remain in financial markets: people. (calculatedrisk.substack.com) Home buyers are moving farther away.

Financial Advising 130

Financial Advising Economy Media Taxes 130

Abnormal Returns

DECEMBER 25, 2022

Strategy Six things that don't change in financial markets including the attraction of 'shiny objects.' nytimes.com) Economy What kind of landing is the U.S. economy going to have? ft.com) A look at the global economy at year-end. econbrowser.com) The (limited) economic schedule for the coming week.

Marketing 130

Marketing Marketing Financial Advising Economy 130

Abnormal Returns

OCTOBER 1, 2022

theirrelevantinvestor.com) A proper asset allocation is a precondition to avoid market-related panic. rogersplanning.blogspot.com) Joe Wiggins, "Financial markets are about the decisions made by other people." morningstar.com) Economy The August PCE price index increased 6.2% rental housing market is rapidly cooling off.

Asset Allocation 130

Asset Allocation Financial Advising Startup Media 130

Nationwide Financial

MAY 25, 2023

Highlights from the Monthly Review for May 2023: Signs of decelerating economic growth in response to sharp Fed tightening suggest that the U.S. economy is in a pre-recessionary period. Key leading indicators including the yield curve and the Index of Leading Economic Indicators point to elevated recession risks over the next year.

Banking 52

Banking Economics Economy Financial Market 52

Nationwide Financial

JUNE 15, 2023

That’s why at Nationwide Financial, we gather and share insights from our in-house thought leaders to help simplify what’s happening in the economy to help financial professionals shed light on potential opportunities in the financial markets. What will inflation do to my savings?

Clients 59

Clients Economy Economics Retirement 59

Bell Investment Advisors

JANUARY 4, 2024

Not to be left out, the bond market rose by 9% from its October low. Why did financial markets deliver such favorable results in December? Investors now expect a loosening of monetary policy and a soft economic landing with no immediate recession. bond market returns to nearly match those of the U.S.

Economics 52

Economics Financial Market Investment Advisor Government 52

Nationwide Financial

JANUARY 18, 2023

economy is in the late cycle period with the Fed responding to rapid inflation with a sharp tightening of financial conditions to slow domestic demand. Key Takeaways: Economic Review: Demand for workers supports resilient labor market. Financial Markets: Nervousness about 2023 increases investor anxiety.

Economy 98

Economy Economics Financial Market Marketing 98

Investing Caffeine

APRIL 3, 2023

In recent years, COVID and a ZIRP (Zero Interest Rate Policy) caused out-of-control inflation to swerve the economy in the wrong direction. Source: Trading Economics Unfortunately, this unparalleled spike in interest rates contributed to the 2nd and 3rd largest bank failures in American history, both occurring in March.

Banking 105

Banking Economy Economics Government 105

Nationwide Financial

MARCH 23, 2023

What impact are these rate increases having on inflation and the overall economy? Nationwide’s Chief Economist Kathy Bostjancic and Deputy Chief Economist Bryan Jordan provide their analysis of the FOMC’s announcement and their outlook on potential economic and financial market impacts.

Economics 52

Economics Economy Financial Market Banking 52

Nationwide Financial

APRIL 18, 2023

Highlights from the Monthly Review for April 2023: Signs of decelerating economic growth across the U.S. economy are indicative of a late-cycle period. Businesses are seeing demand for goods and services fade, which should drive further cooling of the labor market in coming months.

Economy 52

Economy Economics Manufacturing Banking 52

Nationwide Financial

FEBRUARY 14, 2023

economy is in the late cycle period with the Fed responding to rapid inflation with a sharp tightening of monetary policy to slow domestic demand. Key Takeaways: Economic Review: Labor market is too hot for the economy’s own good Job growth was stunningly strong in January and the unemployment rate fell to its lowest level since 1969.

Marketing 52

Marketing Marketing Economy Economics 52

Nationwide Financial

MARCH 3, 2023

Key Takeaways: Is the economy heading for a soft landing, a hard landing, or no landing at all? How could the financial markets be impacted under the different landing scenarios and what are they telling us now. Looking for more podcasts from Nationwide Economics? appeared first on Nationwide Financial.

Marketing 52

Marketing Marketing Economy Economics 52

Abnormal Returns

OCTOBER 23, 2022

statnews.com) BlackRock’s ($BLK) financial markets advisory group has become a go-to resource for governments. libertystreeteconomics.newyorkfed.org) Economy Why isn't inflation falling? mrzepczynski.blogspot.com) The economic schledule for the coming week. wsj.com) Why don't people move more for job opportunities?

Financial Advising 100

Financial Advising Media Government Economy 100

Discipline Funds

NOVEMBER 8, 2023

Macroeconomic Overview Our macroeconomic forecast for 2023 called for a year of disinflation and “muddle through” That means we expected the economy to remain sluggish and for inflation to show positive rates of change that were sequentially slower. To learn more about our investment management service please contact us here.

Asset Allocation 78

Asset Allocation Economy Financial Market Assets 78

MarketWatch

APRIL 12, 2023

economy will fall into a "mild recession" later this year as banking stress continues to rattle financial markets. economic growth, but were uncertain about how much, according to minutes of the meeting released Wednesday. The Dow Jones Industrial Average shed 47 points, or 0.1%, to 33,633.

Banking 75

Banking Economy Economics Financial Market 75

Investing Caffeine

MARCH 1, 2023

I haven’t received my pilot’s license yet, but in trying to figure out whether the economy is heading for a hard landing, soft landing, or no landing, I’m planning to enroll in flight school soon! More recently, economic data has been flying in at an accelerating pace, which could mean the economy will stay in the air and have no landing.

Economy 59

Economy Economics License CFP 59

Carson Wealth

AUGUST 28, 2023

Credit markets continue to show very few signs of economic stress. Recent economic data from China show that the world’s second largest economy is in trouble. Much of China’s economic growth is driven by real estate investment, which has pulled back significantly. economy is likely to be minimal. In the U.S.,

Marketing 52

Marketing Marketing Economy Economics 52

Carson Wealth

NOVEMBER 6, 2023

Although many were worried, the economy remained quite strong and odds were high the Fed was done hiking rates. Many sentiment indicators flashed extreme levels of fear prior to the market bottoming, consistent with major market lows. The October payroll report indicates the economy is slowing from its red-hot pace.

Marketing 96

Marketing Marketing Economy Numbers 96

Nationwide Financial

APRIL 25, 2023

Hiring and spending activity slowed further in March as consumers and businesses look for ways to cut expenses with borrowing costs climbing and the economic outlook dimming. But the strong momentum from the job market should deter an outright recession for some time with solid income growth supporting purchasing power.

Budgeting 52

Budgeting Banking Economy Economics 52

Nationwide Financial

AUGUST 3, 2022

In economic terms, inflationary psychology essentially means consumers advance their purchases to offset future price increases. When shock events occur, predictable patterns of herd behavior, panic buying, and changes in economic behavior occur. appeared first on Nationwide Financial.

Economics 105

Economics Banking Communication Economy 105

Nationwide Financial

JUNE 13, 2023

economy is moving towards a downturn. Key Takeaways: Economic Review: Labor demand has diminished very little May’s job growth was nearly equal to the average growth from the last 12 months, suggesting that there has been little cooling of labor demand. Key leading indicators also point to high recession risks over the next year.

Banking 52

Banking Economy Economics Financial Market 52

Carson Wealth

JULY 10, 2023

We continue to hear predictions of a stock market fall and economic recession, but we disagree with both assessments. The big picture is the economy is normalizing. Big Picture: The Economy Is Normalizing We started this year discussing how the economy has been at the “edge of normal” in our 2023 outlook.

Marketing 52

Marketing Marketing Economy Manufacturing 52

Investing Caffeine

SEPTEMBER 1, 2023

The Federal Reserve has a “ dual mandate ” designed to “foster economic conditions that achieve both stable prices and maximum sustainable employment.” More specifically, inflation, according to the just-reported BEA’s (Bureau of Economic Analysis) GDP Price Deflator statistics, has plummeted dramatically to the Fed’s goal of 2.0%

Economics 52

Economics Economy Government CFP 52

Nationwide Financial

MARCH 21, 2023

economy is in the late cycle period with the Fed expected to tighten monetary policy further to slow still rapid inflation. Key leading indicators (including the yield curve) point to elevated recession risks over the next year, although the labor market has been resilient to rate increases to date.

Economy 52

Economy Banking Retail Economics 52

MarketWatch

MARCH 9, 2023

“There is a lot riding on the monthly jobs report,” said Brad McMillan, chief investment officer at Commonwealth Financial Network, in written commentary ahead of the Friday data release. While more jobs are good for the economy and workers, he said that for financial markets, “a strong report would be problematic.”

Banking 75

Banking Economy Economics Financial Market 75