Mish Talk

NOVEMBER 25, 2022

The overall fall in activity was the second-fastest since May 2020 as inflation, rising borrowing costs and economic uncertainty weighed on demand. The pace of decline in new export orders also gathered momentum, with manufacturing weakness being met by a dwindling service sector performance in external markets. Thanks for Tuning In!

Economy 290

Economy Manufacturing Numbers Sales 290

Abnormal Returns

MAY 12, 2024

Markets No news is good news for the stock market. tker.co) The stock market has gone nowhere the past 10 weeks. vox.com) Economy Some signs of economic caution. klementoninvesting.substack.com) The economic schedule for the coming week. allstarcharts.com) What Wall Street jargon really means.

Financial Advising 239

Financial Advising Economy Economics Media 239

Abnormal Returns

FEBRUARY 14, 2024

variety.com) Economy Inflation has stopped going down. abnormalreturns.com) It may take some time, but markets eventually work. (sixcolors.com) Streaming There are still a lot of questions to answer about the new sports streaming service. theverge.com) Streaming has not killed off movie piracy. variety.com) We really did hit Peak TV.

Economics 151

Economics Financial Advising Insurance Media 151

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. Aswath Damodaran about stock valuations, market efficiency, and the rise of AI.

Economics 130

Economics Valuation Economy Investing 130

Abnormal Returns

OCTOBER 24, 2022

medium.com) Big tech companies are sitting on their own bond market losses. wsj.com) China is dramatically reducing the amount of economic statistics it publishes. economist.com) Economy This high yield bond indicator is signalling economic trouble ahead. thediff.co) Global How the U.S.

Marketing 223

Marketing Marketing Financial Advising Valuation 223

Wealth Management

MARCH 21, 2024

Financial advisors’ optimism over the economy and the markets ticked marginally up in February, dampened only by persistent inflation and uncertainty over upcoming national elections.

Economics 106

Economics Financial Advisor Economy Marketing 106

Carson Wealth

OCTOBER 23, 2023

The economy has strong momentum, with growth accelerating since the first half of the year. Economic indicators across consumption, income, industry and the labor market don’t point to a recession. October is known for extreme volatility, but it is also known for ending bear markets and corrections. 19 on average.

Marketing 143

Marketing Marketing Economy Retail 143

Advisor Perspectives

OCTOBER 7, 2023

As heightened inflation has lingered, the Federal Reserve diminished hopes of 2024 interest rate cuts and economic data suggests a mild recession in the first half of 2024.

Economy 98

Economy Marketing Marketing Economics 98

Zoe Financial

MAY 12, 2024

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA May 13, 2024 Watch Time: 3 minutes Welcome to this week’s Market Drama! Stock Market Updates: The S&P 500 was up 1.9% Stock Market Updates: The S&P 500 was up 1.9% Economies and markets fluctuate. for the week, up 9.5%

Marketing 52

Marketing Marketing Economics Taxes 52

Abnormal Returns

MARCH 27, 2023

thereformedbroker.com) Money is rushing out of banks and into money market mutual funds. marginalrevolution.com) Economy The pandemic completely transformed the market for lower wage workers. washingtonpost.com) This book argues that the consulting industry is a drag on the modern economy.

Economics 130

Economics Startup Financial Advising Economy 130

The Big Picture

AUGUST 19, 2022

The link was to James Mackintosh’s column “ Five Not-Quite-Impossible Things the Market Believes.” But rational people can reasonably disagree on anything market-related — after all, someone has to be on the other side of your trade. As to what the market “knows:” Stop Anthropomorphizing Mr. Market.

Marketing 315

Marketing Marketing Risk Tolerance Economy 315

Advisor Perspectives

MAY 6, 2024

Among all economic indicators, some of the most closely watched are those surrounding the labor market. They provide insight into the health of the economy. But they also impact individuals’ lives and play a central role in government policy decisions.

Economics 52

Economics Government Economy Marketing 52

MarketWatch

JUNE 23, 2023

Then, on Thursday, central banks in England, Norway, Switzerland and Turkey stepped in with more rate hikes in a reminder that inflation remains a scourge for policy makers around the world, and that global economic growth could be deteriorating.Read:Global growth outlook deteriorates on central bank rate hikes, raising risks for U.S.

Economy 75

Economy Marketing Marketing Banking 75

Abnormal Returns

APRIL 9, 2024

Markets Investors are coming to terms with higher short-term interest rates. nytimes.com) All the narrative rolling around the markets including 'Sticky inflation.' wsj.com) Economy State coincident indicators show continued economic strength. ritholtz.com) The links between the stock market and economy are tenuous.

Financial Advising 257

Financial Advising Manufacturing Economy Media 257

Advisor Perspectives

APRIL 9, 2024

A steady march higher in markets was snapped by a stretch of jarring volatility as traders gave hints there’s a limit to their appetite for hot economic data.

Economy 52

Economy Marketing Marketing Economics 52

Abnormal Returns

MAY 14, 2024

Diversification The S&P 500 is now nearly 40% of global market cap. ofdollarsanddata.com) Economy Heavy truck sales rose in April. ofdollarsanddata.com) Economy Heavy truck sales rose in April. calculatedriskblog.com) Most economic data is an estimate, not the real thing.

Financial Advising 201

Financial Advising Media Economy Economics 201

Nationwide Financial

APRIL 24, 2023

The latest batch of economic data continue to signal that a recession is on the horizon — we still foresee a downturn unfolding in the second half of the year. The Conference Board’s Leading Economic Index (LEI) posted its 12th straight monthly decline, falling to its lowest level since November 2020. from a year ago. jump in February.

Economics 52

Economics Economy Sales Food 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% The labor market is very tight, with a low unemployment rate of 3.7% 5.25%, then a pause through the remainder of 2023.

Economics 59

Economics Marketing Marketing Economy 59

Nationwide Financial

FEBRUARY 20, 2023

Additionally, retail sales kicked off the year with a large jump, suggesting the very tight labor market and solid income growth is supporting more-than-healthy consumer activity. 2) February 21: Existing Home Sales & New Home Sales The housing market rebounds in January Pending homes sales rose by 2.5 percent in January.

Economics 52

Economics Economy Retail Sales 52

The Big Picture

DECEMBER 1, 2023

We talked about how you should think about Wall Street forecasts about the economy. The TL:dr is the short term is too random, and so only serves as marketing for institutional trading firms. The entire discussion is worth watching, but the video below is teed up for the economic forecasting discussion. Previously : Slowing U.S.

Economy 279

Economy Economics Portfolio Marketing 279

Carson Wealth

APRIL 29, 2024

Lastly, how the market is doing going into these six months matters. The Headline GDP Number Masks a Strong Economy The economy grew 1.6% Excluding these categories provides a much clearer picture of actual spending and production in the economy, i.e., final demand after adjusting for inflation. of the time.

Marketing 97

Marketing Marketing Economy Government 97

Carson Wealth

OCTOBER 9, 2023

But there’s an old saying that the market tends to rally on a wall of worry. The bull market turns one this week, which is a good sign as the second year of bull markets tend to be strong. The bull market turns one this week, which is a good sign as the second year of bull markets tend to be strong.

Marketing 134

Marketing Marketing Economy Government 134

Calculated Risk

JANUARY 10, 2024

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2024. 2) Employment: Through November 2023, the economy added 2.6 2) Employment: Through November 2023, the economy added 2.6 Or will the economy lose jobs? Or will the economy lose jobs? million jobs in 2023. million jobs in 2023.

Economy 114

Economy Manufacturing Economics Sales 114

Advisor Perspectives

JANUARY 24, 2024

Investor sentiment toward China has soured after a tough year for the economy and stock market. But the painful economic transition is also creating real opportunity.

Economy 52

Economy Investing Investments Economics 52

Advisor Perspectives

FEBRUARY 27, 2024

Despite rosy forecasts, the US economy faces powerful headwinds that call into question its ability to serve as the world’s main growth driver. These challenges are compounded by domestic and geopolitical uncertainties that have not been reflected in market valuations and economic assessments.

Economy 52

Economy Valuation Economics Marketing 52

Bell Investment Advisors

NOVEMBER 6, 2023

The economic backdrop to these losses, however, stands out. labor market. The broader economy surprises, too. A report from the Bureau of Economic Analysis showed that gross domestic product grew at an inflation-adjusted annual rate of 4.9% stocks and U.S. bonds declined in October, falling by 2.3% and 1.3%, respectively.

Economy 52

Economy Economics Investment Advisor Numbers 52

The Big Picture

FEBRUARY 14, 2024

 At the Money: Is War Good for Markets? February 14, 2024) What does history tell us about how war impacts the stock market? Can these patterns inform us of future bull market behavior? A 500% move in the stock market. Explain your dad’s thinking about how war plus inflation equals a stock bull market.

Marketing 309

Marketing Marketing Government Numbers 309

Carson Wealth

JULY 31, 2023

After a large reversal Thursday, stocks bounced back Friday, bolstered by the continued impressive performance of the economy (further details below). This has already been a historic year — the stock market experienced one of its best starts in 2023. If the markets experience weakness in the coming months, investors may be surprised.

Economy 52

Economy Marketing Marketing Compliance 52

Abnormal Returns

APRIL 3, 2024

Markets A look back at Q1 2024 asset class returns. theringer.com) Economy How well does consumer sentiment correlate with the real economy? bonddad.blogspot.com) Part-time is not a negative for the economy if it isn't for economic reasons. novelinvestor.com) Growth and value performance flip-flopped in March 2024.

Financial Advising 228

Financial Advising Economy Media Economics 228

Carson Wealth

JANUARY 29, 2024

In 2022, positive economic data typically led to a sell-off in the stock market, and weak data often led to a rally. That wasn’t normal market behavior, and we are happy to report the market is reverting to more typical trends. The bull market continued last week, setting new highs.

Marketing 97

Marketing Marketing Economy Government 97

Abnormal Returns

APRIL 11, 2024

Markets These 15 stocks destroyed the most value in the past decade. morningstar.com) Is the worst over for the UK stock market? ft.com) Strategy All-time highs shouldn't prevent you from investing in the stock market. theirrelevantinvestor.com) What perma-bears get wrong about this stock market. Better and less.

Media 252

Media Financial Advising Economy Economics 252

Carson Wealth

FEBRUARY 23, 2024

Just last week we started to see some weakness in the economy. Hear what Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese have to say about the current economic and market conditions. The post Facts Vs Feelings Take 5 – Did the Economy Actually Slow Down?

Economy 52

Economy Retail Economics Sales 52

Advisor Perspectives

OCTOBER 20, 2023

economy’s remarkable resilience is complicating the lives of investors and the Federal Reserve. Despite war-disrupted commodity markets and one of the most aggressive monetary tightening phases in modern history, economic activity has remained strong.

Economics 52

Economics Economy Marketing Marketing 52

Carson Wealth

APRIL 8, 2024

economy continues to look solid, with markets rallying Friday after a stronger-than-expected jobs report. Market fundamentals show earnings growth has been the main driver of stock growth amid strong revenue growth and stable margins. The bottom line: A big first quarter could indicate the bull market is alive and well.

Marketing 96

Marketing Marketing Valuation Economy 96

Abnormal Returns

APRIL 28, 2024

Markets Why the stock market usually goes up. barrons.com) The cloud computing business is so big that small shifts in market share matter a lot. barrons.com) The cloud computing business is so big that small shifts in market share matter a lot. calculatedrisk.substack.com) The economic schedule for the coming week.

Financial Advising 233

Financial Advising Food Media Retirement 233

Nationwide Financial

OCTOBER 19, 2022

In addition to the many cyclical crosscurrents, the economy has also been hampered in recent years by several structural trends. Part two of our two-part podcast on the risks that weigh on economic growth focuses on productivity. How does productivity impact the economic growth rate? Find us however you listen below.

Economics 52

Economics Marketing Marketing Economy 52

Advisor Perspectives

JANUARY 12, 2024

The unexpected resilience of the global economy in 2023 has led many analysts to adopt an optimistic outlook for the upcoming year. But given the escalating crisis in the Middle East and persistent market volatility, the chances of a robust worldwide economic recovery appear slim.

Economy 52

Economy Economics Marketing Marketing 52