Trade Brains

JULY 6, 2022

Understanding How Does Stock Market Affect The Economy: The stock market and the economy are in a lot of talk in recent days. Seeing the market indexes declined by over 30% within a month, an obvious question among people is to understand how does the stock market affects the economy. How the Stock Market Affect the Economy?

Economy 98

Economy Marketing Marketing Economics 98

Abnormal Returns

APRIL 14, 2024

riabiz.com) How this hedge fund cleaned up on the sale of Seagen to Pfizer ($PFE). slate.com) Economy Why everyone keeps underestimating the strength of the U.S. msn.com) The economic schedule for the coming week. Finance Franklin Templeton ($BEN) is moving aggressively beyond stocks and bonds.

Financial Advising 205

Financial Advising Medical Media Food 205

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. Highlights include: Retail sales dropped 0.8% Should investors be worried?

Economy 52

Economy Retail Economics Sales 52

Nationwide Financial

MARCH 22, 2023

Whether the Fed raises rate or holds steady on Wednesday, we see the unfortunate banking developments and ensuing tightening of lending standards as reinforcing our view that the economy is headed for a moderate recession in the second half of the 2023. As such we expect that existing home sales will jump five percent in February to a 4.2

Economics 98

Economics Banking Sales Retail 98

Nationwide Financial

FEBRUARY 27, 2023

Also, home sales activity remained subdued due to poor affordability and a low supply of existing homes for sale. Total home sales steady at a very low level Even during a very strong month for new home sales, the pace of total home sales was near an 11-year low. Key Takeaways: What we learned last week: (pg.

Economics 98

Economics Sales Manufacturing Economy 98

Calculated Risk

OCTOBER 18, 2023

Most Districts indicated little to no change in economic activity since the September report. Real estate conditions were little changed and the inventory of homes for sale remained low. The near-term outlook for the economy was generally described as stable or having slightly weaker growth.

Economics 60

Economics Retail Manufacturing Banking 60

MarketWatch

FEBRUARY 15, 2023

stock indexes opened lower on Wednesday after January retail sales number came in higher than expected, a sign that the U.S. economic growth picked up at the start of the year despite increased rate hikes by the Federal Reserve to tame inflation. Sales at U.S. Sales at U.S. The S&P 500 was off 0.6%

Retail 98

Retail Sales Economy Economics 98

Abnormal Returns

JANUARY 31, 2024

(theverge.com) Ozempic accounted for 41% of Novo Nordisk’s ($NVO) total sales in 2023. blog.johnwallstreet.com) Economy The labor market continues to soften. blog.johnwallstreet.com) Economy The labor market continues to soften. econbrowser.com) Economic vibes are improving.

Financial Advising 211

Financial Advising Media Economy Economics 211

Abnormal Returns

APRIL 5, 2024

wsj.com) Economy The March NFP report was 'uniformly positive.' bonddad.blogspot.com) Heavy truck sales ticked down in March. calculatedrisk.substack.com) Americans are confusing the current economic situation with their hopes for the future. (advisorperspectives.com) Why UK labor looks like a bargain right now.

Financial Advising 225

Financial Advising Advertising Media Economy 225

Carson Wealth

OCTOBER 23, 2023

The economy has strong momentum, with growth accelerating since the first half of the year. Retail and food service sales have increased at an 8.6% Economic indicators across consumption, income, industry and the labor market don’t point to a recession. Through June 2023, the economy grew 2.4% in the third quarter.

Marketing 143

Marketing Marketing Economy Retail 143

Nationwide Financial

APRIL 10, 2023

The new orders components in both surveys provide evidence of weakening economic demand, and the surveys are consistent with a slowing economy. percent decline in retail sales, which would be the fourth decline in the past five months. percent decline in retail sales, which would be the fourth decline in the past five months.

Economics 52

Economics Manufacturing Retail Sales 52

Abnormal Returns

OCTOBER 31, 2023

humbledollar.com) Why it's easy to say you will buy when stocks 'go on sale.' hypercritical.co) Economy Case-Shiller showed a 2.6% newsletter.abnormalreturns.com) Mixed media Just how much is China's economic growth slowing? Strategy Money market returns look good.almost too good. rise in house prices through August 2023.

Assets 203

Assets Financial Advising Media Economy 203

Abnormal Returns

JULY 9, 2023

vox.com) Economy Will interest rates eventually slow the U.S. awealthofcommonsense.com) Heavy truck sales are up some 15% year-over-year. econbrowser.com) The economic schedule for the coming week. (themessenger.com) America's gun problem, visualized. tker.co) Nonresidential investment keeps growing.

Financial Advising 204

Financial Advising Taxes Economy Media 204

The Big Picture

AUGUST 8, 2022

Sales volumes and average prices for virtual land have plunged this year, part of a broader slide in crypto and non-fungible token prices. Corporate Stagflation Means Rising Sales With Flat Volumes It’s growth, but not healthy growth, and it doesn’t really help the economy. The Information ). • New York Times ). Businessweek ).

Economics 296

Economics Economy Sales Banking 296

Abnormal Returns

NOVEMBER 9, 2023

frontofficesports.com) Big Tech Apple's fiscal 2023 in charts, including rising services and wearables sales growth. institutionalinvestor.com) Economy Are the Fed's models for the economy broken, post-pandemic? calculatedriskblog.com) The many ways that (social) media shapes economic sentiment.

Financial Advising 162

Financial Advising Media Economy Economics 162

Calculated Risk

JANUARY 12, 2023

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2023. Some of these questions concern real estate (inventory, house prices, housing starts, new home sales), and I’ll post thoughts on those in the newsletter (others like GDP and employment will be on this blog). 2) Employment: The economy added 4.5

Economy 90

Economy Economics Sales Numbers 90

MarketWatch

FEBRUARY 6, 2023

warned Monday of a surprise large fiscal fourth-quarter loss, citing a an unexpected deterioration in gross margin due primarily to a “far more challenging” economic environment than previously anticipated. Sales are expected to be $454 million to $456 million, compared with the FactSet consensus of $468 million. Children’s Place Inc.

Economy 75

Economy Sales Economics Marketing 75

Abnormal Returns

DECEMBER 7, 2023

axios.com) Economy Kyla Scanlon, "People are complex and economics doesn’t (can’t!) bonddad.blogspot.com) Heavy truck sales grew in November. (bloomberg.com) Bonds Vanguard is launching new actively managed bond ETFs. barrons.com) Electronic trading of corporate bonds is growing, albeit slowly. take that into consideration."

Digital Media 213

Digital Media Electronics Financial Advising Startup 213

James Hendries

SEPTEMBER 7, 2022

economy was in a recession, up from 53% in June and 48% in May.1 1 Yet many economic indicators, notably employment, remain strong. The NBER defines a recession as “a significant decline in economic activity that is spread across the economy and lasts more than a few months.” Business Cycle Dating.

Economy 52

Economy Economics Retail Tax Planning 52

Nationwide Financial

DECEMBER 19, 2022

In his comments, Chairman Powell maintained a hawkish stance as the Fed continues to prioritize reducing inflation, even if it means some economic pain. Although total retail sales were down in November, spending at restaurants remained strong – now up 14 percent over the past year. Key Takeaways: What we learned last week: (pg.

Economics 52

Economics Retail Transportation Sales 52

Nationwide Financial

JUNE 8, 2023

Retail sales rebounded in April, and core retail sales (which excludes autos, gas, and building supplies) were even stronger. economy is being extended by strength within the labor market which is supporting further spending by households. percent as tight conditions persist across the labor market.

Economy 52

Economy Marketing Marketing Retail 52

Abnormal Returns

AUGUST 3, 2023

economy didn't go into recession this year. theatlantic.com) Why economic perceptions have been so negative. epsilontheory.com) Economy Heavy truck sales are at a record high in the U.S. economy afloat. (newyorker.com) Recession It's hard to see a recession in the data outside of industrial production.

Financial Advising 193

Financial Advising Portfolio Management Economy Media 193

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

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? We have already seen a massive slowdown in home sales. Will the economic slowdown continue into 2023? How badly will third quarter earnings be hit? The trillion-dollar question.

Economy 344

Economy Economics Engineering Food 344

Nationwide Financial

MARCH 6, 2023

Other economic data showed a surprising jump in housing market activity and jobless claims remained very low, while core durable goods orders and shipments when adjusted for inflation were softish. However, our forecast still represents a solid increase as labor demand remains vibrant, especially in the services side of the economy.

Economics 52

Economics Transportation Manufacturing Economy 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. With investors placing a lower premium on sales growth, 2023 will likely present a more significant dispersion of stock returns in the broader market than we’ve seen in recent years.

Economics 59

Economics Marketing Marketing Economy 59

Abnormal Returns

SEPTEMBER 26, 2023

calculatedriskblog.com) The bifurcation between new and existing home sales continues. bonddad.blogspot.com) Economy Economic anxiety isn't going anywhere. (theirrelevantinvestor.com) Case-Shiller shows a 1% increase in home prices year-over-year through July. morningstar.com) How politics broke consumer sentiment measures.

Asset Allocation 250

Asset Allocation Financial Advising Assets Media 250

The Big Picture

SEPTEMBER 2, 2022

You can see why the NBER does not rely on GDP (pink line) alone; GDP was slightly negative, while Manufacturing and Trade Sales were more negative. It is difficult to look at these 6 (or 7) data points honestly and draw the conclusion that the nation’s economic activity in the first half shrunk.

Manufacturing 319

Manufacturing Economy Economics Sales 319

Nationwide Financial

JANUARY 23, 2023

The large declines in retail sales in December and November signals that consumer spending lost a lot of steam despite some cooling in inflation as we ended 2022. On the housing front, existing home sales fell for an eleventh straight month as prospective homebuyers continue to contend with low inventory and high mortgage rates.

Economics 52

Economics Retail Sales Engineering 52

Abnormal Returns

JANUARY 29, 2023

youngmoney.co) The 'nice-to-have' economy is already in recession. wapo.st) Economy Six open questions about the economy including 'Are all workers really lazier these days?' awealthofcommonsense.com) Hard and soft economic data are diverging. tker.co) The economic schedule for the coming week. esquire.com)

Financial Advising 130

Financial Advising Advertising Startup Economy 130

Cornerstone Financial Advisory

FEBRUARY 27, 2023

FOMC Says Inflation Is Still Too High Presented by Cornerstone Financial Advisory, LLC Concerns over a firmer monetary policy were heightened by fresh economic data, touching off a climb in bond yields and a slide in stock prices last week. However, members diverged on the economy, with some members finding the risk of recession elevated.

Economics 59

Economics Taxes Investment Advisor Investing 59

Abnormal Returns

JUNE 18, 2023

papers.ssrn.com) Economy The world is the most equal it has been in a century. foreignaffairs.com) The economic schedule for the coming week. newsletter.abnormalreturns.com) Mixed media The music industry is being upended by huge catalogue sales. (washingtonpost.com) Should parental leave be split down the middle?

Financial Advising 225

Financial Advising Media Government Taxes 225

Nationwide Financial

DECEMBER 12, 2022

December 15: Retail sales projected to pull back in November. percent drop in auto sales heavily weighing on the headline reading, retail sales likely fell 0.4 Excluding auto sales, we estimate that sales were flat. (see our full report to learn more). Due to the 3.4 percent overall.

Economics 52

Economics Retail Sales Manufacturing 52

Nationwide Financial

MAY 30, 2023

2) June 1: ISM Manufacturing Further contraction in the manufacturing sector The ISM manufacturing index should show continued contraction in the manufacturing sector as businesses reduce plans for future investment amid falling sales. This would be highly disruptive for the economy and financial markets.

Economics 52

Economics Manufacturing Economy Financial Market 52

Abnormal Returns

MAY 21, 2023

washingtonpost.com) Economy American consumer behavior is normalizing. tker.co) The mix of light vehicle sales keeps shifting toward pickups and SUVs. calculatedriskblog.com) The economic schedule for the coming week. (nytimes.com) Noah Smith talks with Dan Wang about China's industrial policy successes and failures.

Financial Advising 184

Financial Advising Startup Taxes Financial Services 184

Abnormal Returns

MAY 19, 2023

blairbellecurve.com) Economy Q2 GDP is trending around 2%. podcasts.apple.com) Housing sales have bottomed. bonddad.blogspot.com) Earlier on Abnormal Returns Podcast links: the economics of innovation. (awealthofcommonsense.com) The entire government debt limit debate is annoying. Have prices?

Financial Advising 130

Financial Advising Advertising Communication Media 130