Abnormal Returns

DECEMBER 19, 2022

wsj.com) Institutional investors don't like paying property taxes. papers.ssrn.com) Economy Ben Carlson, "The Fed sounds serious about hitting its 2% target but it’s likely not going to happen overnight." awealthofcommonsense.com) Traditional economic models are all that helpful at the moment. npr.org).

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Zoe Financial

FEBRUARY 26, 2024

AI is proving itself as transformational for the space over time and potentially to the economy as well. Separate from technology, retailers were also up this past week. S&P retail sector gained 1.8% Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.

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Cornerstone Financial Advisory

MARCH 11, 2024

The economy added 275,000 jobs in February—exceeding the 198,000 expected—but wage growth slowed, and jobless claims edged up. Some investors saw that as a negative, while others viewed it as a “Goldilocks” moment—an economy that’s not too hot or cold. 6,7 This Week: Key Economic Data Tuesday: Consumer Price Index.

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Zoe Financial

NOVEMBER 20, 2023

Economic Data – Stock rally attributes: Core CPI data came out better than expected. Retail sales did a little better than expected. Economy is slowing down a bit but there is no sign of a recession. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.

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Zoe Financial

MARCH 11, 2024

Economic Updates: Job numbers for February: Headline number: 275,000 jobs added (above expectations). Retail sales. Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances.

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Zoe Financial

OCTOBER 23, 2023

Economic Updates: Stronger than expected retail sales, 0.7% If the economy is doing fairly well, it is unlikely that inflation will come down. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. Well above 1.5%

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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. growth rate (see chart below). The S&P 500 index fell -5.9%

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Zoe Financial

FEBRUARY 12, 2024

Economy did not see a recession despite various interest rate hikes. Retail sales. Stay tuned for next week. Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances.

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Cornerstone Financial Advisory

OCTOBER 23, 2023

Yields rose after traders speculated that strong economic data might persuade the Fed to raise rates. Economic Strength, Housing Weakness The economy continued to evidence surprising strength according to data released last week. 6,7 This Week: Key Economic Data Tuesday: Purchasing Managers’ Index (PMI). Jobless Claims.

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Zoe Financial

NOVEMBER 13, 2023

Economy seems to be cooling off while not at a recession, which might bring inflation down. Retail sales to see how the consumer is growing up. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. Nasdaq was up 2.5%

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Zoe Financial

JANUARY 16, 2024

Economic data points: CPI data came in at 3.4% Retail Sales on Wednesday. Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Economies and markets fluctuate.

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Zoe Financial

OCTOBER 16, 2023

Economic Updates: Oil prices were up 6% for the week. Coming up next week: Retail sales and housing starts. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. Economies and markets fluctuate.

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Nationwide Financial

OCTOBER 17, 2022

Markets are attempting another bounce on Monday in reaction to the UK scrapping tax cut and emergency bond plans. While institutional investors remain on the sidelines, retail investors remain in buy-the-dip mode, with positive fund flows in seven-consecutive weeks. The Bank of America Bull & Bear Indicator remains at 0.0

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Cornerstone Financial Advisory

AUGUST 1, 2022

Undaunted by another Fed rate hike and news of a contracting economy, the stock market rallied last week on better-than-expected corporate earnings. It was an inauspicious start to the week after a big-box retailer missed earnings and reduced forward guidance on Tuesday, sparking a broad market retreat. Economy Contracts .

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Zoe Financial

AUGUST 22, 2023

economy losing some steam. Economic Data: July retail sales came in better than expected. China had some alarming news that might impact the global economy. Small caps are underperforming the broader market. Concerns around the U.S Unemployment rate remains abnormally low. GDP is mostly driven by consumption.

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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.

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Trade Brains

MAY 17, 2023

Fundamental Analysis Of Sonata Software : When the US economy took a hit, a direct impact could be seen on some of the most prominent Indian IT companies. The IT Industry in India took a significant beating due to the recession and economic slowdown. Profit After Tax (Rs. Dividend Per Share (In Rs) FY 18 2,453 192 10.5

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Zoe Financial

MAY 14, 2023

Economic Data: Core CPI came in as expected at 5.5% The Federal Reserve is in restrictive territory (trying to slow down the economy). April retails sales and expected earnings from a couple “proxies” for the economy. The S&P 500 was down 0.2% (essentially didn’t move). Low volatility.

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Nationwide Financial

AUGUST 15, 2022

Institutional investors and hedge funds remain conservatively positioned, share buyback activity will accelerate as earnings season ends, and companies front-run the excise tax next year. China’s economy unexpectedly weakened in July, as continued Covid pressure impacted consumer and business spending. ahead of the 52.3 by December.

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Clever Girl Finance

OCTOBER 7, 2022

While some careers are tied to the economy, such as hospitality and tourism, or some retail jobs , others stay fairly constant regardless of whether the economy is doing well or not. Our physical and mental health doesn’t care about what’s going on in the economy. People will get sick even during a recession.

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Cornerstone Financial Advisory

JANUARY 17, 2023

Sustained declines in inflation, a rate hike cycle nearing an end, and a resilient economy that may avoid recession resulted in a broad-based rally. This Week: Key Economic Data. Retail Sales. Source: Econoday, January 13, 2023 The Econoday economic calendar lists upcoming U.S. Tax Benefits For Charitable Giving.

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Cornerstone Financial Advisory

AUGUST 22, 2022

Despite the week’s losses, stocks exhibited resiliency in the face of a string of troubling economic news that included flat retail sales, weak housing numbers, an inversion in the yield curve, and tepid economic data out of China. This Week: Key Economic Data. The IRS has a question about their tax return.

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Fortune Financial

SEPTEMBER 5, 2023

The record-high credit card debt presents a significant challenge for both individuals and the economy. The answer lies in a complex interplay of economic, social and behavioral factors that have converged to create this substantial rise in credit card balances.

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Fortune Financial

SEPTEMBER 5, 2023

The record-high credit card debt presents a significant challenge for both individuals and the economy. The answer lies in a complex interplay of economic, social and behavioral factors that have converged to create this substantial rise in credit card balances.

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Cornerstone Financial Advisory

SEPTEMBER 6, 2022

Employers added 315,000 jobs in August, maintaining the labor market’s remarkable resiliency amid a contracting economy. Sectors seeing the most significant increases in new jobs were professional and business services, healthcare, and retail. This Week: Key Economic Data. Employment Shines. Wages continued to grow, rising 0.3%

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Clever Girl Finance

MAY 13, 2023

19 recession-proof jobs Expert tip Skills for success Protecting your finances from difficult economic times What is the best job to have when the economy is struggling? How to still do well financially in a bad economy? Our physical and mental health doesn’t care about what’s going on in the economy.

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Healthcare Education Economy Transportation 77

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.

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Cornerstone Financial Advisory

MARCH 13, 2023

4 Powell’s Congressional Testimony Fed Chair Powell last week testified on Capitol Hill during which he acknowledged that the economy was running hotter than he had expected. This Week: Key Economic Data Tuesday: Consumer Price Index (CPI). Retail Sales. Index of Leading Economic Indicators. Thursday: Jobless Claims.

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Cornerstone Financial Advisory

JULY 17, 2023

Lower-than-forecast inflation on both consumer prices and producer prices sparked investor optimism that inflation may be able to fall further without tipping the economy into recession and provide the basis for the Fed to moderate its more hawkish rate hike stance. 6 This Week: Key Economic Data Tuesday: Retail Sales.

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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.

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Cornerstone Financial Advisory

OCTOBER 10, 2022

prime minister’s decision to reverse a tax cut proposal that had upended financial markets the previous week lifted investors. Falling yields further lifted investor enthusiasm, as did new economic data indicating a cooling economy. This Week: Key Economic Data. Friday: Retail Sales. Jobless Claims.

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Zoe Financial

NOVEMBER 22, 2023

Cutting Down Impulse Spending If you haven’t felt the urge for retail therapy during a hard day, count yourself lucky. The information provided here is not investment, tax or financial advice. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.

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Nationwide Financial

DECEMBER 5, 2022

Overall, economic data continue to surprise to the upside despite dire recession predictions, with the Citi Economic Surprise Index solidly positive and the NY Fed’s Weekly Economic Index reflecting the pace of real GDP growth of roughly 1.5%. Additional pressure next year will come from the global minimum tax.

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Nationwide Financial

OCTOBER 10, 2022

The primary concern of investors continues to gradually shift from inflation worries to concern over global liquidity and economic growth. It is unclear to the extent that a global slowdown, headwinds from the strong dollar, or higher corporate taxes are embedded in the 2023 estimate. Cracks are beginning to appear in the labor market.

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Nationwide Financial

SEPTEMBER 27, 2022

The degree of pessimism by executives, consumers, institutional investors, and retail investors is at historic levels, potentially leading to a contrarian rally. and a surge in outflows from retail funds, capitulation has likely begun. Additionally, market breadth and momentum indicators have broken down. The terminal rate moved to 4.6%

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Mauldin Economics

JUNE 11, 2021

The same is true for monetary policy, tax policy, and pretty much everything government does. With that in mind, consider how this masking policy change will affect health risk and economic risk. Walmart (WMT) and many other large retailers are moving to an honor system that “asks” unvaccinated people to please wear masks.

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The Big Picture

FEBRUARY 6, 2024

And Tom has helped with the introduction of GMO’s first retail product, the quality ETF stock symbol Q-L-T-Y-G-M-O has been institutional since they launched in 1977. This is the first time they’re putting out a product for retail. GMO has released last quarter their first retail product an ETFI love the symbol QLTY.

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