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

Abnormal Returns

JANUARY 14, 2024

(washingtonpost.com) Measuring economic inequality is harder than it looks. washingtonpost.com) The number of American centenarians is set to quadruple. papers.ssrn.com) Economy People have nostalgia for a time that never existed. papers.ssrn.com) The economic schedule for the coming week.

Financial Advising 245

Financial Advising Engineering Food Economics 245

Brown Advisory

SEPTEMBER 13, 2023

The Equity Beat: Can the Swift Economy Remain on Stage? economic impact of the Eras tour at close to $5 billion. economy afloat this summer! Gilmore published an article in the Harvard Business Review titled, “Welcome to the Experience Economy”. cities over the past few months. In 1998, co-authors and economists B.

Economy 98

Economy Clients Economics Investing 98

Abnormal Returns

DECEMBER 31, 2023

(marginalrevolution.com) Global Home ownership is out of reach for an increasing number of Australians. nytimes.com) Economy The economic graph of 2023. bonddad.blogspot.com) The American manufacturing economy is bumping along. wsj.com) The economic schedule for the coming week.

Financial Advising 224

Financial Advising Medical Economy Economics 224

Abnormal Returns

JANUARY 31, 2024

(wapo.st) Why is Apple ($AAPL) publicly touting its Apple Card spending numbers? blog.johnwallstreet.com) Economy The labor market continues to soften. econbrowser.com) Economic vibes are improving. spyglass.org) Sports The PGA Tour just scored a big, non-Saudi, investment. abnormalreturns.com) Research links: an obsolete model.

Financial Advising 211

Financial Advising Media Economy Economics 211

Integrity Financial Planning

JANUARY 9, 2023

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. 1] However, in 2022, this number spiked to 9.1% 1] [link].

Accounting 97

Accounting Retirement Economics Financial Planning 97

Abnormal Returns

MARCH 20, 2024

amycastor.com) Companies It's hard to wrap your head around the numbers with Nvidia's ($NVDA) new chips. entertainmentstrategyguy.com) Global It's hard to put a positive spin on Brexit for the UK economy. reuters.com) Economy By any reasonable measure, the average American is better off economically than they were four years ago.

Financial Advising 183

Financial Advising Startup Valuation Economy 183

Brown Advisory

AUGUST 11, 2023

The Equity Beat: Old Economy Stocks Aging Like Fine Wine mhannan Fri, 08/11/2023 - 17:10 Unlike my good friends who frequent Baltimore’s finest dining establishments about as often as the division-leading Orioles win (you know who you are), I would never be confused for a wine connoisseur. was only marginally better.

Economy 98

Economy Manufacturing Clients Economics 98

Abnormal Returns

NOVEMBER 26, 2023

Markets Stock picking is difficult because it requires a number of different skills. papers.ssrn.com) An aging workforce need not reduce economic growth. wsj.com) Economy Annie Lowery, "We have a long-standing housing shortage. wsj.com) Economy Annie Lowery, "We have a long-standing housing shortage.

Financial Advising 215

Financial Advising Economics Insurance Media 215

Abnormal Returns

DECEMBER 8, 2023

economist.com) Some 2023 books that stuck with Ezra Klein including Zeke Faux’s “Number Go Up.” stripe.press) Economy The November NFP report showed an increase of 199k jobs and a 3.7% axios.com) The economics of the Christmas tree business. unemployment rate. Then check out our weekly e-mail newsletter.

Financial Advising 242

Financial Advising Media Economy Economics 242

Advisor Perspectives

JUNE 9, 2023

The first few years of the 2020s have seen a number of acute economic, financial, and geopolitical disruptions on a worldwide scale, and it will take time for the ultimate consequences of these shocks to be fully felt.

Economy 52

Economy Economics Numbers 52

MarketWatch

APRIL 4, 2023

stock indexes fell on Tuesday, with the Dow and S&P 500 both snapping a 4-session win streak, as economic data showed more signs of a sputtering U.S. Investors were eyeing less robust economic data out Tuesday. Investors were eyeing less robust economic data out Tuesday. The number of U.S.

Economy 75

Economy Manufacturing Economics Numbers 75

Carson Wealth

APRIL 29, 2024

While the GDP number for the first quarter disappointed, strength was evident beneath the surface. The weakest numbers were in areas that are volatile and tend to reverse, such as inventories and net exports. The core numbers were solid again and didn’t change our basic outlook for the rest of the year. in the first quarter.

Marketing 97

Marketing Marketing Economy Government 97

Abnormal Returns

MARCH 30, 2024

economy continues to get more energy efficient. nytimes.com) Long-term renewable energy storage is needed, but the economics are uncertain. nytimes.com) How financial incentives are driving the rising number of bee colonies. abnormalreturns.com) Podcast links: the introvert economy. nytimes.com) Energy The U.S.

Pharmaceutical 249

Pharmaceutical Education Financial Advising Advertising 249

Walkner Condon Financial Advisors

JANUARY 30, 2024

One definition , according to a speech delivered by Tom Barkin, the President of the Federal Reserve Bank of Richmond, is “where inflation completes its journey back to normal levels while the economy stays healthy”. One might then wonder 1) what are normal inflation levels and 2) what defines a healthy economy. during this period.

Economy 75

Economy Financial Advisor Banking Economics 75

Abnormal Returns

DECEMBER 3, 2023

axios.com) Economy Josh Brown, "The economy ought to be able to heal itself for the most part. downtownjoshbrown.com) College-educated women with children under 10 are in the workforce at record numbers. wsj.com) The economic schedule for the coming week. axios.com) Q4 GDP is tracking around 1%.

Asset Allocation 207

Asset Allocation Financial Advising Startup Economy 207

Abnormal Returns

NOVEMBER 6, 2023

abnormalreturns.com) Economy The quits rate is falling from historic highs. econbrowser.com) Global economic growth numbers don't tell us much. (etf.com) Higher interest rates put target-date bond ETFs back in the spotlight. wsj.com) It's been a long time coming. wsj.com) How Q4 GDP is shaping up.

Financial Advising 212

Financial Advising Media Economy Economics 212

The Big Picture

APRIL 27, 2023

Together they paint a fascinating picture of an economy robust enough to withstand the fastest set of rate increases in history, but also one that is showing signs of slowing. We currently see none of the pre-recession warnings that are typical before economic contractions. consensus — but also included a consumption gain of 4%.

Economy 292

Economy Economics Numbers Banking 292

The Big Picture

JULY 26, 2023

It is one of those round numbers that people just kinda made up and started with for no apparent reason. But the 2% inflation target is LITERALLY a random number 2 that originated in New Zealand in the 1980s. The economy was sluggish, job creation as weak, consumer spending was soft.

Economy 246

Economy Economics Numbers Banking 246

Nationwide Financial

APRIL 10, 2023

March’s employment report showed a continued moderation in job growth, but the number of hires was still solid. The new orders components in both surveys provide evidence of weakening economic demand, and the surveys are consistent with a slowing economy. Key Takeaways: What we learned last week: (pg. percent from 4.6

Economics 52

Economics Manufacturing Retail Sales 52

The Big Picture

OCTOBER 18, 2022

Sure, RRE/CRE is a huge part of the economy, so its health is always important. But for the purposes of our discussion about the state of the economy and rising interest rates, Real Estate is where the rubber meets the road. Rising Fed Funds Rates make capital and credit more expensive; the calculus around both debt and equity shifts.

Budgeting 363

Budgeting Economy Taxes Economics 363

The Big Picture

JULY 25, 2022

How much will the economy slow in Q3 and Q4? Will the economic slowdown continue into 2023? How much will the economy slow in Q3 and Q4? But there is a tomorrow and my expectations are that if the Fed overtightens (as they appear on track to do) then the next 12 months will be less economically robust than the prior 12.

Economy 343

Economy Economics Engineering Food 343

Trade Brains

APRIL 18, 2023

Understanding what is Dosa Economics: In contrast to most bland economic theories, Dosa Economics remains the only one that makes our mouths water every time we discuss it. What is Dosa Economics or Dosanomics? Absolutely not as he is buying the same number of dosas in a high-interest high inflation scenario.

Economics 52

Economics Banking Economy Investing 52

The Big Picture

APRIL 21, 2023

And the current S&P Global PMI numbers serve to reinforce the PoV narrative. This is not the same economy as the pre-Covid era. This is the economy of “pushing price” and finding that marginal dollar. That was supposed to be a headwind to the US economy and inflationary pressures. Manufacturing firms? Pushing price.

Economy 321

Economy Banking Manufacturing Management 321

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. in November and a wide gap between the number of job openings and unemployed persons seeking work, roughly two-to-one, according to the most recent data release. Responding to recession risks.

Economics 59

Economics Marketing Marketing Economy 59

The Big Picture

MARCH 13, 2024

And there’s a fair number of people who say 70%, two thirds of the stock market without any risk at all, market risk that is – sign me up for that. It’s a number that’s put out every Thursday for the previous week. That is, over the last 50 years, an extraordinarily low number. It’s a state program.

Numbers 277

Numbers Insurance Economy Marketing 277

Abnormal Returns

AUGUST 27, 2023

city-journal.org) The number of nursing homes was in decline even before the pandemic. bloomberg.com) Economy The state of California is facing a bunch of limits on its growth. nytimes.com) The economic schedule for the coming week. (wsj.com) Why companies are asking for ever increasing consumer feedback. stateline.org) The U.S.

Financial Advising 193

Financial Advising Taxes Media Economy 193

Calculated Risk

JANUARY 12, 2023

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2023. 2) Employment: The economy added 4.5 2) Employment: The economy added 4.5 Or will the economy lose jobs? Job losses in construction haven't started yet because a record number of housing units are under construction.

Economy 89

Economy Economics Sales Numbers 89

Abnormal Returns

MAY 21, 2023

washingtonpost.com) Economy American consumer behavior is normalizing. calculatedriskblog.com) The economic schedule for the coming week. newsletter.abnormalreturns.com) Mixed media A growing number of New York City office buildings are emptying out. noahpinion.blog) The NBA is a model for immigration policy. nytimes.com)

Financial Advising 184

Financial Advising Startup Taxes Financial Services 184

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. Through June 2023, the economy grew 2.4% Since then, the economy has accelerated. annualized pace over the last three months.

Marketing 143

Marketing Marketing Economy Retail 143

Abnormal Returns

DECEMBER 18, 2022

pionline.com) The number of different ETF issuers in the U.S. etf.com) Books The five best economic history books of 2022 including "Slouching Towards Utopia: An Economic History of the Twentieth Century". marginalrevolution.com) Economy Is the Fed focused on the wrong stuff? has more than doubled in the past five years.

Financial Advising 219

Financial Advising Economics Media Economy 219

The Big Picture

NOVEMBER 7, 2022

When I put together my list of what was to blame for inflation , corporate profit-seeking was number (13 of 15). Generally speaking, high-profit margins are not a sign of an economy that is overheating. Traditional economic consensus used to be inflation occurred when too many dollars chased too few goods.

Economics 332

Economics Economy Retail Numbers 332

Abnormal Returns

MARCH 26, 2023

Strategy Shifting your asset allocation based on economic forecasts is a fool's errand. rationalwalk.com) How the bank crisis could ripple through the economy. notes.mtb.xyz) Companies How old economy companies benefit from Big Tech layoffs. npr.org) An increasing number of guns are being stolen out cars these days.

Asset Allocation 130

Asset Allocation Financial Advising Banking Economy 130

Nationwide Financial

JUNE 13, 2023

Coming off the blowout jobs report and the debt ceiling agreement, last week was a slower week for economic data. Given the Fed’s guidance, we expect them to hold rates unchanged on Wednesday, but retain a hawkish bias which opens the door to a July rate hike if economic activity and namely inflation do not cool sufficiently.

Economics 52

Economics Manufacturing Retail Sales 52

Abnormal Returns

MARCH 12, 2023

theconversation.com) Firearms are the number one cause of death for U.S. theatlantic.com) Economy The jobs market is simultaneously hot and cold. econbrowser.com) The economic schedule for the coming week. (econofact.org) States have yet to deal with teacher pension costs.

Financial Advising 229

Financial Advising Startup Banking Economy 229

Abnormal Returns

APRIL 2, 2023

nytimes.com) Regional banks are a linchpin for the economy. bloomberg.com) Economy Why we should be celebrating the current employment situation. tker.co) You can expect the Case-Shiller housing numbers to turn negative year-over-year in the next few months. (humbledollar.com) AI is going to change just about every industry.

Financial Advising 177

Financial Advising Banking Economy Insurance 177

Mauldin Economics

JUNE 11, 2021

This may be an economically significant problem soon. But even if the virus disappears, we are going to spend years repairing the economic damage already done… and more may be coming. “Excess deaths” above the expected number mean something unusual happened. Human lives are an economic resource.

Economy 52

Economy Healthcare Medical Economics 52