James Hendries

SEPTEMBER 8, 2022

Investing involves risks including possible loss of principal. Any economic forecasts set forth may not develop as predicted and are subject to change. For a list of descriptions of the indexes and economic terms referenced, please visit our website at lplresearch.com/definitions.

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Clients Investment Advisor License Economics 52

James Hendries

JULY 26, 2022

However, the nagging persistence of some consumer prices or the rising risk of a contracting economy might change the plans for the Fed. Investing involves risks including possible loss of principal. Any economic forecasts set forth may not develop as predicted and are subject to change. All index data from FactSet.

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Marketing Marketing Manufacturing Insurance 52

International College of Financial Planning

AUGUST 2, 2021

Are you looking at a career as a Financial Advisor in India? Count out the short-term headwinds and slowdown in the economy, India is often being seen as the next big powerhouse for growth. The primary role of a financial advisor is to help clients with their financial goals based on their unique requirements and challenges.

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Financial Advisor Certified Financial Planner Certification Fee Only 52

ClearMoney

JANUARY 4, 2022

And it was a year that showed, again, the difficulty of making investment decisions based on predictions of where markets will go—as well as the enduring benefits of diversification and flexibility. Coming out of a volatile 2020, investors sought signals as to which way the global economy was headed. Dimensional Japan Ltd.,

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Marketing Marketing Commission Government 52

James Hendries

JUNE 20, 2023

As the economy is likely downshifting, investors should take heed that the Federal Reserve’s (Fed) current stance is eerily similar to early 2007. During that time, the Fed held a tightening bias since they believed the housing market was stabilizing, the economy would continue to expand, and inflation risks remained.

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Marketing Marketing Economy Communication 52

James Hendries

OCTOBER 4, 2022

Given the country’s weak economy, due in large part to stringent zero-COVID-19 measures that have led to strict and prolonged lockdowns, coupled with a debt-laden property market, authorities in Beijing and throughout the Chinese provinces will need to focus on reviving the country’s economic underpinning. At the same time, U.S.

Marketing 52

Marketing Marketing Economy Economics 52

James Hendries

MARCH 6, 2023

Suggesting an economy makes “no landing” makes no sense. Economic activity does not stop like an airplane eventually does, but rather the economy will settle into a steady state where growth is consistent with factors such as population and productivity. Analogies eventually break down, especially this one.

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Marketing Marketing Economy Economics 52

James Hendries

JULY 3, 2023

While activity remains muted at best, expectations are focused on 2024, when there is a prevailing consensus that the Federal Reserve (Fed) will be finished with its rate hike campaign, and that economic conditions will be resilient enough to underpin a strong capital markets environment. With economic data continuing to suggest the U.S.

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Marketing Marketing Banking Valuation 52

James Hendries

OCTOBER 25, 2022

economy enters a recession, the causes and potential outcome will be hotly debated. The National Bureau of Economic Research (NBER) is the official arbiter of U.S. business cycles, and they consider a wide range of economic indicators other than just the quarterly GDP metric. If the U.S. Technical Definition.

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Marketing Marketing Economics Economy 52

James Hendries

MARCH 13, 2023

For the “no landing” crowd thinking strong consumer spending and low unemployment would keep this economy growing until the inflation fight is won, they now have to consider signs of stress in the banking system after the failure of SVB Financial (commonly known as Silicon Valley Bank). The S&P 600 small cap index has returned about 1.5%

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Assets Marketing Marketing Asset Allocation 52

James Hendries

JANUARY 26, 2023

Topic 1: Economy Bull case: Consumer is resilient, the labor market is strong, wages are rising, and inflation is coming down steadily. Background: The global economy will likely slow from the upper-2% range in 2022 down to slightly above zero in 2023 ( Figure 1 ). Call us cautious bulls. Our take: The U.S. Our take: The U.S.

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Marketing Marketing Economy Economics 52

James Hendries

NOVEMBER 1, 2022

With a series of important economic indicators suggesting the economy is declining and inflation is finally decelerating, albeit very slowly, markets are beginning to factor in that the Fed may soon transition to a less aggressive stance in early 2023. The Economy Slows But Inflation Follows Too Slowly. economy grew at a 2.6%

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Marketing Marketing Manufacturing Economy 52

James Hendries

AUGUST 15, 2022

economy is in or about to enter recession, so we thought a piece on what a recession might mean for the stock market would be of interest. economy is not currently in recession, odds are still perhaps a coin flip or better that one may come in the next year. While Friday’s strong jobs report provides more evidence that the U.S.

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Marketing Marketing Economy Valuation 52

James Hendries

AUGUST 3, 2022

Perhaps the market’s biggest fear has been that the Fed may overdo its tightening to fight inflation and send the economy into a painful recession, break something, or both. He acknowledged that the economy is slowing (which is what the Fed wants) and that the full effect of the rate hikes had not yet been felt. Of course, the U.S.

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Marketing Marketing Economy Valuation 98

James Hendries

SEPTEMBER 13, 2022

The key to getting the market back into balance is a bigger labor force, and the economy is starting to experience a larger labor force as individuals come off the sidelines and rejoin the job market. The global economy is complex, and a simplification of reality always introduces distortions, so perhaps we should zoom out a bit.

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Marketing Marketing Economy Valuation 52

James Hendries

AUGUST 23, 2022

At this rate, home sales will likely continue to slow and residential investment could turn out to be a drag on Q3 economic growth. Given the lag between Federal Reserve (Fed) policy and the real economy, we have not likely seen the bottom in the housing market. Investing involves risks including possible loss of principal.

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Marketing Marketing Sales Economy 98

James Hendries

JANUARY 20, 2023

These headwinds—clearly not new news—include slower global economic growth, cost pressures from still-elevated inflation, ongoing supply chain issues, currency drag from a stronger U.S. Even the economic pressures have eased some, with fourth quarter U.S. economy grew at a solid 3.2% economy grew at a solid 3.2%

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Marketing Marketing Economy Economics 52

James Hendries

JUNE 26, 2023

economy and corporate America has been impressive. Our base case calls for a mild and short-lived recession to begin by year-end, but the latest economic data have slightly raised the odds of a soft landing. Investing involves risks including possible loss of principal. At the same time, the resilience of the U.S.

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Marketing Marketing Asset Allocation Valuation 52

James Hendries

OCTOBER 11, 2022

The British pound had been weakening for some time amid a backdrop of dollar strength and a poor economic outlook as the U.K. If an economy needs to see inflation easing, it makes little sense to stimulate the economy through tax cuts while tightening monetary policy by raising interest rates. s rising current account deficit.

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Marketing Marketing Banking Government 52

James Hendries

SEPTEMBER 20, 2022

However, as Fed rate hikes flow into the real economy, the risk of a recession increases, which should help bring down yields. economic growth. More specifically, it reflects how the Fed intends to stimulate or slow economic growth by cutting or raising its policy rate. The shape of the yield curve is not normal. The shape of U.S

Marketing 52

Marketing Marketing Economy Economics 52

James Hendries

AUGUST 15, 2022

due to expectations of slowing economic growth. We think the move lower in yields may be a bit premature as we expect the economy to stay out of a recession this year. To determine which investment(s) may be appropriate for you, please consult your financial professional prior to investing. We could see a retest of 3.5%

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Portfolio Asset Allocation Taxes Investment Advisor 52

James Hendries

OCTOBER 18, 2022

The challenges are many, with intense cost pressures and slowing economic growth at the top of the list. These headwinds include slower economic growth, cost pressures amid high inflation, ongoing supply chain issues, geopolitical instability in Europe and Asia, and significant currency drag from a very strong U.S. Numerous Headwinds.

Marketing 52

Marketing Marketing Valuation Economics 52

James Hendries

JANUARY 13, 2023

Lessons learned: Economic forecasts The Fed’s bark was as bad as its bite! The expectation was predicated on the view that inflation pressures would ease as global economies recalibrated to a post-pandemic environment. economy to avoid recession, and support above-average valuations. All index data from Bloomberg.

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Marketing Marketing Valuation Asset Allocation 52

James Hendries

JULY 13, 2022

Market participants remained on edge due to high inflation and the risk that the Federal Reserve over-tightens monetary policy to combat it, potentially sending the economy into recession. Although energy prices came down some, weakening economic data and the lack of a cease-fire in Ukraine offset the modest gas price relief.

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Portfolio Asset Allocation Taxes Investment Advisor 52

James Hendries

AUGUST 30, 2022

The numerous challenges last quarter included a slowing economy, intensifying inflation pressures, ongoing global supply chain disruptions, and a surging U.S. Still, corporate America delivered the type of upside investors have grown accustomed to in much easier economic environments. The numbers.

Marketing 52

Marketing Marketing Valuation Economics 52

James Hendries

OCTOBER 7, 2022

economy following disappointing August inflation data was the top cause of the market’s struggles. There is no assurance that the views or strategies discussed are suitable for all investors and they do not take into account the particular needs, investment objectives, tax and financial condition of any specific person.

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Portfolio Taxes Investment Advisor Asset Allocation 52

James Hendries

JANUARY 31, 2023

economy is only facing a growth scare and muddles through on the back of a resilient consumer who is flush with cash. Investing involves risks including possible loss of principal. Any economic forecasts set forth may not develop as predicted and are subject to change. All index data from Bloomberg.

Marketing 52

Marketing Marketing Valuation Insurance 52

James Hendries

SEPTEMBER 27, 2022

As we know from historical precedents, when the Fed aggressively raises rates, economic growth slows or outright contracts, which is the Fed’s goal. High quality bonds tend to perform relatively well during economic slowdowns and/or contractions. Investing involves risks including possible loss of principal.

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Asset Allocation Marketing Marketing Assets 52

James Hendries

DECEMBER 4, 2022

Economic and corporate data support the initial strong reads on holiday retail sales despite the macro headwinds, reinforcing the idea that today’s consumer is in a better position than usual at this point in the business cycle. Faster than expected deceleration in inflation and the economy avoiding a recession altogether (i.e.,

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Retail Marketing Marketing Sales 52

James Hendries

SEPTEMBER 7, 2022

The economy is now employing more workers in temporary help services than ever before, and this could be a cause for concern. Businesses often begin cutting these jobs during periods of economic uncertainty and an increasingly large number of individuals in these roles is inherently unstable for the labor market.

Marketing 52

Marketing Marketing Valuation Insurance 52

James Hendries

AUGUST 15, 2022

The news on the economy and corporate profits hasn’t been great lately, but thanks to low expectations, it’s been good enough to push stocks nicely higher. economy into recession, causing unemployment to rise and slashing corporate profits. Investing involves risks including possible loss of principal. Encouraging Signs.

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Marketing Marketing Economy Valuation 52

Sara Grillo

MARCH 13, 2023

ETFS can be thought of as a wrapper around an investment strategy. There are so many that when you talk about ETFs you are really talking about what is happening with the economy on a macro level. Phil holds the Chartered Alternative Investment Analyst (CAIA) designation and is the host of The ETF Experience and the Phil Bak Podcast.

Financial Advisor 59

Financial Advisor Assets Management License 59

James Hendries

NOVEMBER 22, 2022

Investing involves risks including possible loss of principal. Any economic forecasts set forth may not develop as predicted and are subject to change. Securities and advisory services offered through LPL Financial (LPL), a registered inv estment advisor and broker -dealer (member FINRA/SIPC).

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Marketing Marketing Valuation Asset Allocation 52

ClearMoney

FEBRUARY 21, 2022

Geopolitical events like military or economic conflicts can affect stock markets in many ways. We believe current market prices quickly incorporate expectations about the effects of these events on economies and companies. Our investment approach centers on using information in current market prices rather than trying to outguess them.

Commission 52

Commission Portfolio Government Distribution 52

James Hendries

NOVEMBER 15, 2022

Investing involves risks including possible loss of principal. Any economic forecasts set forth may not develop as predicted and are subject to change. Securities and advisory services offered through LPL Financial (LPL), a registered inv estment advisor and broker -dealer (member FINRA/SIPC).

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Marketing Marketing Asset Allocation Valuation 52

ClearMoney

DECEMBER 5, 2021

Exhibit 1 shows that roughly half the Organization of Economic Co-operation and Development (OECD) member countries have general government debt-to-gross domestic product2 (debt/GDP) ratios above 70%, with 10 countries—including the US, Japan, and the United Kingdom (UK)—exceeding 100%. Trading Economics. Review of Finance 22, no.

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Government Commission Economics Distribution 52

ClearMoney

DECEMBER 5, 2021

Exhibit 1 shows that roughly half the Organization of Economic Co-operation and Development (OECD) member countries have general government debt-to-gross domestic product2 (debt/GDP) ratios above 70%, with 10 countries—including the US, Japan, and the United Kingdom (UK)—exceeding 100%. Trading Economics. Review of Finance 22, no.

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Government Commission Economics Distribution 52