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

FEBRUARY 16, 2023

theatlantic.com) Finding a good retail CEO is tough these days. bloomberg.com) Economy What does a 'no landing' economic scenario look like? apricitas.io) There are a near-record number of housing units currently under construction. Everything else it built in-house has crashed and burned."

Financial Advising 147

Financial Advising Engineering Valuation Retail 147

Mish Talk

DECEMBER 16, 2022

Early Benchmark Methodology Preliminary (not-yet-benchmarked) state employment estimates from the Bureau of Labor Statistics (BLS) continue to be subject to significant revisions around turning points in the economy. Nonetheless, economic cheerleaders tout the monthly data even when the household survey shows major discrepancies.

Food 361

Food Sales Economics Retail 361

Nationwide Financial

AUGUST 22, 2022

A divergence continues to exist between the allocation to equities by retail and institutional investors. There is near record pessimism about the global economy and corporate profits. Real wages have been negative for 16 straight months, forcing an increasing number of families to rely on credit cards for everyday spending.

Marketing 98

Marketing Marketing Retail Budgeting 98

Nationwide Financial

MARCH 13, 2023

March 15: Retail Sales Retail sales likely to retreat in February Following the large 3.0 percent spike in retail sales in January, we look for retail sales to retrench 0.4 However, even excluding autos and gasoline, retail sales should slip 0.2 percent to 5.4 percent, while the core PPI pace would slow from 5.4

Economics 52

Economics Retail Sales Food 52

The Big Picture

DECEMBER 19, 2022

My back-to-work morning train WFH reads: • Why Hot Wheels are one of the most inflation-proof toys in American history : Hot Wheels are a retail oddity. Why does good news about the economy sound bad to the Fed? Sustainability by numbers ). • El-Erian; the firm is a sponsor of the Greenwich Economic Forum.

Retail 143

Retail Management Economy Economics 143

Zoe Financial

MARCH 11, 2024

Economic Updates: Job numbers for February: Headline number: 275,000 jobs added (above expectations). January numbers were sharply revised down from 353,000 to 229,000. Retail sales. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.

Marketing 40

Marketing Marketing Taxes Economics 40

Investing Caffeine

DECEMBER 1, 2023

Economy Remains Healthy : As mentioned earlier, the constant barrage of recession calls over the last two years has been blatantly wrong. Source: Trading Economics Employment Strength Continues : The labor picture remains strong, as well. remains near record lows, the number of employed persons paints a similarly strong picture.

Economy 91

Economy CFP Economics Investing 91

Trade Brains

DECEMBER 13, 2023

India’s IPO market has made a strong comeback this year, making it the global leader in the number of IPOs so far in 2023 and attracting investors to take advantage of the renewed interest in public offerings on Dalal Street. What do the numbers tell about IPOs? 2014 5 0.14 2015 21 1.63 2016 26 3.18 2017 36 8.06 2018 24 3.71

Numbers 64

Numbers Retail Startup Investing 64

Zoe Financial

OCTOBER 23, 2023

Economic Updates: Stronger than expected retail sales, 0.7% Expecting to see annualized GDP numbers – we will probably see 3% rather than 2%. If the economy is doing fairly well, it is unlikely that inflation will come down. Economies and markets fluctuate. month-over-month growth. What to expect next week?

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Trade Brains

FEBRUARY 22, 2024

Yes Bank vs IDFC Bank : Banks are the economic engine. The higher the asset quality of banks, the better the state of the economy. Banks facilitate the flow of money in markets following monetary policy, which determines the economy’s growth and decline. IDFC Bank was established and demerged from IDFC Ltd.

Banking 104

Banking Planning Accounting Retail 104

Nationwide Financial

JANUARY 30, 2023

Wall Street strategists are also notably bearish, with the average estimate for the year-end S&P 500 below the current level, indicating that those numbers could be revised higher, the market is ahead of itself, or a combination of the two. A 5% decline in earnings on 4% sales growth reflects significant margin pressure.

Economics 59

Economics Retail Economy Transportation 59

Zoe Financial

FEBRUARY 12, 2024

Economy did not see a recession despite various interest rate hikes. Coming up next week: January CPI numbers. Retail sales. Stay tuned for next week. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Economies and markets fluctuate.

Marketing 40

Marketing Marketing Wealth Management Taxes 40

Zoe Financial

MAY 14, 2023

Economic Data: Core CPI came in as expected at 5.5% A couple numbers on the negative side: The University of Michigan, Consumer Sentiment Index tame in at a worse than expected 57.7 Interest Rates: Federal Governor Michelle Bowman spoke on Friday as she said that inflation recent numbers do not signal a downward path yet.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Carson Wealth

SEPTEMBER 18, 2023

Housing makes up 40% of core inflation, and the August numbers showed the official data is catching up to private rental data, albeit slowly. Retail sales have now increased at an annualized pace of 5% over the past three months, while manufacturing activity is also showing an uptick despite negative sentiment. That slowed to a 5.5-7%

Marketing 96

Marketing Marketing Economy Retail 96

Carson Wealth

APRIL 8, 2024

economy continues to look solid, with markets rallying Friday after a stronger-than-expected jobs report. gain, but not a bad number by any means. Of course, markets will ultimately respond to movement in the economy and corporate America, which we discuss below. economy, and the job market is leading the way.

Marketing 96

Marketing Marketing Valuation Economy 96

Clever Girl Finance

OCTOBER 4, 2022

Recession-proof businesses can thrive despite an economic downturn. This is because consumers become concerned about the economy or have lost their jobs and means of income. GDP is how overall economic activity is measured for a country. Here are 14 good businesses to start in a bad economy: 1. Baby products.

Food 104

Food Economy Healthcare Economics 104

Nationwide Financial

MAY 22, 2023

Sentiment indicators continue to reflect substantial bearishness among retail and institutional investors, economists, and Wall Street strategists. The caveat, of course, is the heavy reliance on a small number of big tech names. First-quarter earnings season has mostly concluded, with a wave of retail earnings this week.

Marketing 52

Marketing Marketing Economics Retail 52

Walkner Condon Financial Advisors

FEBRUARY 2, 2024

Basically, it means that present economic realities do not match up with what they expect to happen in the future. My Density Has Brought Me to You” – Retail Sales, Not Bad but Not Great Treating the COVID period as an outlier, retail sales are growing, albeit slowly, and are off the flat trend rate we saw in early 2023.

Retail 45

Retail Manufacturing Financial Advisor Sales 45

Truemind Capital

AUGUST 12, 2023

Despite being widely expected for many months, the recession has yet to materialize in the US and other developed economies. All the sectors went up with major sectoral growth seen in auto (up 22%), realty (up 33%), and consumer durables (up 13%) on the back of an improving economic outlook.

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

Trade Brains

MARCH 8, 2024

Angel One Vs Motilal Oswal The number of retail investors in India has boomed in recent years with the onset of the pandemic. Industry Overview India continues to remain a bright spot in the global economic landscape. According to the economic survey, real GDP growth is forecasted to reach 6.5% in FY23 from 23.0%

Planning 59

Planning Financial Services Retail Distribution 59

Nationwide Financial

NOVEMBER 21, 2022

Retail investors continue to aggressively allocate to equities, with $23 billion of inflows into equity funds and ETFs in the latest week, the fastest pace since March, per EPFR data. This week has seen mixed signals on the health of the consumer, with an encouraging report on retail sales on Wednesday showing growth of 8.3%

Marketing 52

Marketing Marketing Retail Sales 52

Talon Wealth

MARCH 22, 2022

Economic indicators revealed an economy still running hot, with retail sales and manufacturing indicators all showing growth. In spite of the economic developments here at home, all eyes remain fixed on the Russian invasion of Ukraine and its possible outcomes. US equities jumped this week as the cost of oil fell.

Economy 52

Economy Risk Tolerance Economics Assets 52

Truemind Capital

JANUARY 16, 2024

Contrary to the expectation of an economic slowdown in 2023, the year turned out to be full of surprises, mostly positive ones. Global growth exceeded projections, primarily propelled by the resilient performance of the US economy. Euphoric retail investor sentiments boosted the BSE Mid and Small Cap index by 14% and 13% respectively.

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

Talon Wealth

MARCH 15, 2022

In spite of the economic developments here at home, all eyes remain fixed on the Russian invasion of Ukraine and its possible outcomes. While war is never a welcome headline, the primary risk to the US economy right now remains inflation. Overall, the economy is still recovering well from pandemic lockdowns. Market Update.

Economics 52

Economics Economy Risk Tolerance Assets 52

Talon Wealth

SEPTEMBER 20, 2021

Manufacturing data and retail sales impressed analysts, returning readings above consensus expectations. Another potential macroeconomic problem is emerging, as the large Chinese property developer Evergrande threatens to unsettle debt markets and potentially threatens the Chinese economy. Market Update.

Risk Tolerance 52

Risk Tolerance Economy Economics Portfolio 52

Cornerstone Financial Advisory

MAY 22, 2023

1,2,3 Possible Debt Deal After stumbling on weak April retail sales and a combination of disappointing earnings and weak guidance from a major retailer, stocks moved higher mid-week as the news on the debt negotiations turned more positive. 4, 5, 6 This Week: Key Economic Data Tuesday: Purchasing Managers’ Index (PMI) Composite.

Marketing 59

Marketing Marketing Taxes Economics 59

Talon Wealth

AUGUST 16, 2021

The University of Michigan consumer sentiment index came in well under expectations, highlighting renewed economic fears surrounding inflation and the spread of COVID-19. CPI numbers continue to come in high, showing substantial upward price pressure. Markets were mixed this week as low consumer sentiment surprised analysts.

Risk Tolerance 52

Risk Tolerance Economics Economy Portfolio 52

Fortune Financial

DECEMBER 7, 2022

Lithium prices move up or down based on supply and demand economics, which is similar to other commodities. We also view the economic moats of lithium producers as largely being determined by their position on the cost curve. We view low-cost lithium producers as having an economic moat based on their cost advantage.

Transportation 75

Transportation Engineering Economics Economy 75

Talon Wealth

SEPTEMBER 14, 2021

Overall, the economy is well-positioned to continue recovering from pandemic lockdowns, but inflation risks, as well as labor challenges and limited production capacity, are eating into productivity. In addition to macroeconomic factors, high COVID infections also risk slowing economic progress. Market Update. Phillip Fisher.

Risk Tolerance 52

Risk Tolerance Economics Economy Portfolio 52

Talon Wealth

JULY 19, 2021

Economic data was mixed, with disappointing readings coming from consumer sentiment along with industrial production, both of which came in under expectations. Retail sales came in above expectations, as did CPI. Markets were mostly negative this week as investors continue to assess the state of the global economy.

Risk Tolerance 52

Risk Tolerance Economics Economy Portfolio 52

Carson Wealth

SEPTEMBER 19, 2022

economy in a variety of industries, the S&P 500 is considered a reliable gauge for the health of the economy and is generally perceived to better reflect the overall market performance than other stock indexes. . economy as a whole, they must fulfill a number of criteria in order to be considered: .

Healthcare 52

Healthcare Economy Financial Advisor Numbers 52

Nationwide Financial

AUGUST 29, 2022

between retail investors and institutional investors. The Investors Intelligence report showed that 45% of retail investors are bullish, a far cry from the 26% in mid-June, and outnumbering the number of bears by 15%. Economic clouds remain over Europe, as the conflict between Russia and Ukraine continues to pressure inflation.

Retail 52

Retail Banking Economics Food 52

Nationwide Financial

SEPTEMBER 12, 2022

For much of the year there has been a divergence between the sentiment of retail investors and their behavior, with investors allocating a net $167 billion to equities this year despite persistent bearishness in surveys. Institutional investors remain cautious, and retail investors are showing signs of capitulation.

Retail 52

Retail Math Banking Economics 52

David Nelson

JULY 31, 2023

Bloomberg Data This time it wasn’t comments from a rogue Fed official or even a hot economic release that ended the party. Unfortunately for the Bears, any hope of cashing in those chips on Friday melted away once the inflation numbers started rolling in. No, this time the trigger was pulled half a world away.

Marketing 52

Marketing Marketing Valuation Banking 52

Cornerstone Financial Advisory

JULY 11, 2022

In a holiday-shortened trading week, stocks rallied despite mixed economic data and vacillating energy prices and bond yields. Recession fears were supported by an inversion in the yield curve and updated second-quarter Gross Domestic Product projections indicating the economy is ready to contract. This Week: Key Economic Data.

Marketing 52

Marketing Marketing Taxes Economics 52

David Nelson

DECEMBER 19, 2022

Wave after wave of layoffs in the economic growth sectors and a household survey that showed we actually lost 138k jobs last month don’t seem to play into Fed thinking. The soft-landing playbook seems increasingly hard to pull off with the terminal rate still near 5% and economic activity slowing everywhere. respectively.

Economics 59

Economics Numbers Valuation Food 59