Carson Wealth

JULY 10, 2023

We continue to hear predictions of a stock market fall and economic recession, but we disagree with both assessments. The “soft” economic data from sentiment surveys have been poor, but the “hard” data that measure actual employment, sales, and production, have painted a much brighter picture. For example, our index for the U.S.

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Carson Wealth

JULY 5, 2023

The resurgence of manufacturing construction in the U.S. This is a Big Deal: Business Investment is Rising Again We’ve been getting a string of economic surprises from the consumer side for several months. They also signal future production commitments for manufacturers. mostly thanks to manufacturing construction.

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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. Strong economic growth and better data should be viewed positively, as it shows the economy isn’t falling into a recession. And that is what is happening now. The bull market continued last week, setting new highs.

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Carson Wealth

JANUARY 16, 2024

DOWNLOAD OUR 2024 MARKET OUTLOOK The Macroeconomic Backdrop As we look to the year ahead, our proprietary Leading Economic Index (LEI) indicates even lower odds of a recession than 2023. high technology manufacturing base in the last year has been extraordinary. In addition, the investment in the U.S.

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Carson Wealth

JANUARY 2, 2024

Carson’s team provides its top charts that tell the story of 2023, including the four-year presidential cycle, high-tech manufacturing, bond yields, equity style performance, and a certain chipmaker that received a lot of attention. Some are perhaps unorthodox, but they tell us a lot about 2023 while setting the scene for 2024.

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Marketing Marketing Economy Manufacturing 89

Trade Brains

SEPTEMBER 21, 2023

All customer segments can choose from a broad range of financial services provided by the Bank. The bank strives to continuously provide value to its clients in order to become the most convenient and well-liked financial institution in India. is a manufacturing company focusing on automotive and industrial lubricants.

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Insurance Manufacturing Banking Government 59

Trade Brains

SEPTEMBER 14, 2023

The company’s lack of an in-house manufacturing facility could be seen as a potential vulnerability. This situation leads to a total dependence on external manufacturers for the production of their products.

Electronics 59

Electronics Distribution Manufacturing Financial Services 59

Carson Wealth

SEPTEMBER 18, 2023

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. Fed members will want to preserve some optionality in case stronger economic growth results in more inflationary pressure and they have to raise rates again.

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Trade Brains

JULY 8, 2023

Best Low PE Small Cap Stocks #1 – GSFC Gujarat State Fertilizers and Chemicals Limited is an Indian-based chemicals and fertilizers manufacturing company, which is owned by the Government of Gujarat. GSFC is the largest manufacturer of Nylon-6, which is useful for auto components and packaging. PTC India Financial Services 6.03

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Carson Wealth

MARCH 27, 2023

There are certainly more questions than answers right now, and yes, the odds of a recession have increased as banks will tighten lending, which could lead to an economic slowdown. Still, economic data is improving. However, since that time a slew of strong economic data, including elevated inflation numbers, came in.

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Marketing Marketing Banking Economics 52

Carson Wealth

DECEMBER 4, 2023

What’s more likely is the Fed will pursue a few “insurance” cuts, especially if weaker economic data raises the risk of a recession. Lower rates can also spur business investment and cyclical parts of the economy, such as manufacturing. This newsletter was written and produced by CWM, LLC.

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Carson Wealth

NOVEMBER 6, 2023

But here’s some perspective on those numbers: Job growth was impacted by the United Auto Workers strike, which pulled manufacturing employment down by 33,000, and those jobs will return next month. And if economic growth is at risk, the Fed could act even more aggressively. Powell doesn’t sound like someone who wants that.

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Marketing Marketing Economy Numbers 96

Cornerstone Financial Advisory

APRIL 10, 2023

Stocks ended a shortened week of trading mixed amid revived recession fears on Wall Street triggered by weak economic data. Stocks weathered the news well but buckled on weak manufacturing and services data in subsequent days. 6 This Week: Key Economic Data Wednesday: Consumer Price Index (CPI). FOMC Minutes.

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Marketing Marketing Taxes Economics 59

Trade Brains

SEPTEMBER 17, 2023

The company has diverse experience in handling complex projects across various industries like infrastructure, chemical, automobile, healthcare, manufacturing, real estate and national/state governments. Registrar to the Issue: Bigshare Services Private Limited. Cr Fresh Issue ₹16.72

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Consulting Compliance Government Clients 59

Carson Wealth

APRIL 10, 2023

Stocks were relatively flat last week in the face of weak economic data. Services, manufacturing, and job openings all were weak, but the monthly jobs data (more below) was a bright spot. Still, in the face of slowing economic reports, we were impressed stocks were able to hold onto some gains.

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Marketing Marketing Economy Banking 52

Carson Wealth

AUGUST 7, 2023

Some may view the lower-than-expected jobs numbers as heralding a recession, but more likely they are signs of economic normalization not weakness. The cyclical areas, especially construction, manufacturing, and leisure and hospitality, remain on the softer side, with job growth totaling to 34,000. In short, job growth remains strong.

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Marketing Marketing Government Economy 52

Carson Wealth

JULY 17, 2023

Even though inflation has come back quickly (more on that below), wages growing faster than inflation, small business sentiment is improving, consumer sentiment is improving, housing bottoming, manufacturing bottoming, and a consumer that is incredibly resilient, there is still plenty of worry to go around.

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Marketing Marketing Food Compliance 98

Carson Wealth

FEBRUARY 26, 2024

NVIDIA Earnings Show AI Demand Ramping Up Faster than Supply The economic story behind NVIDIA’s blockbuster earnings is very simple in some ways and goes back to Econ 101. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

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Trade Brains

JULY 2, 2023

As a bull market rages in an economic upcycle, many penny stocks rise from micro-cap to small-cap, resulting in multi-fold gains for the investors. Top Penny Stocks Under Rs 1 #1 – Visagar Financial Services CMP ₹0.97 Visagar Financial Services is a low-debt penny stock under Rs 1 with a market capitalisation of Rs 56.6

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Financial Services Education Investing Investments 59

Calculated Risk

APRIL 25, 2024

percent in the first quarter of 2024 , according to the "advance" estimate released by the Bureau of Economic Analysis. The increase in consumer spending reflected an increase in services that was partly offset by a decrease in goods. Within imports, the increase reflected increases in both goods and services.

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Government Commission Financial Services Manufacturing 66

Brown Advisory

NOVEMBER 12, 2019

Among the concerns breeding skepticism about the economy and the markets are on-again/off-again trade negotiations, disruption of supply chains, declines in manufacturing activity, and sluggish capital spending. could fall victim to long-term economic stagnation, similar to the fate that befell Japan starting in the 1990s.

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Brown Advisory

NOVEMBER 12, 2019

Among the concerns breeding skepticism about the economy and the markets are on-again/off-again trade negotiations, disruption of supply chains, declines in manufacturing activity, and sluggish capital spending. could fall victim to long-term economic stagnation, similar to the fate that befell Japan starting in the 1990s.

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Risk Management Guru

APRIL 21, 2020

All our contributors are seasoned, well rounded, Risk Management professionals or working in the Financial Services industry. A person can simply not have a deep understanding of Apple and Coca Cola, German car manufacturers, Chinese retailers, and Jamaican corporate bonds all at the same time.

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Carson Wealth

JUNE 12, 2023

Carson’s leading economic index indicates the economy is not in a recession. Our Leading Economic Index (LEI) Says the Economy is Not in a Recession We have long believed the economy can avoid a recession this year, as we wrote in our 2023 outlook. This has run contrary to most economists’ predictions.

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Carson Wealth

APRIL 3, 2023

There are positives, including a Fed that may be done with rate hikes, lower inflation, a rebound in manufacturing, and a strong labor market. companies are re-shoring a record number of manufacturing jobs. Manufacturing construction, particularly in the computers and electronics industry, is booming as U.S.

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Brown Advisory

SEPTEMBER 20, 2017

Another is Catalent (CTLT), which is an outsourced manufacturer of pharmaceutical dosage forms with a solid reputation. But what we liked most about Catalent was a rapidly growing biologics manufacturing business we found buried in one of its reported segments. That’s attractive in and of itself.

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Portfolio Management Portfolio Management Investing 52

Brown Advisory

SEPTEMBER 20, 2017

Another is Catalent (CTLT), which is an outsourced manufacturer of pharmaceutical dosage forms with a solid reputation. But what we liked most about Catalent was a rapidly growing biologics manufacturing business we found buried in one of its reported segments. That’s attractive in and of itself.

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James Hendries

OCTOBER 4, 2022

Given the country’s weak economy, due in large part to stringent zero-COVID-19 measures that have led to strict and prolonged lockdowns, coupled with a debt-laden property market, authorities in Beijing and throughout the Chinese provinces will need to focus on reviving the country’s economic underpinning. At the same time, U.S.

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Marketing Marketing Economy Economics 52

Carson Wealth

MARCH 25, 2024

Going into this meeting, a big question was whether Fed members would lower that projection to just two cuts in their summary of economic projections (the dot plot). Fed officials upgraded their economic growth projections for 2024 from 1.4% to 2.1% (real GDP growth). That’s a big jump and acknowledgement that the economy is strong.

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Calculated Risk

JUNE 17, 2023

House Financial Services Committee During the day: The AIA's Architecture Billings Index for May (a leading indicator for commercial real estate). -- Thursday, June 22nd -- 8:30 AM: The initial weekly unemployment claims report will be released. Housing economist Tom Lawler expects the NAR to report sales of 4.25 million SAAR for May.

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Sales Financial Services Manufacturing Economics 52

The Big Picture

JULY 11, 2023

JOHNSON: So I spent a year, my father said to me, “Look, if you’re going to be in the financial services business you should probably work in New York.” Otherwise, the West Coast, if you were in the financial services business, it was rough life. JOHNSON: And so, and the manufacturer had less power.

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Carson Wealth

AUGUST 21, 2023

Resilient Economy May Be Accelerating Another month, another slew of economic data that not only shows the economy is resilient, but also that it may be accelerating. Retail sales and food services rose 0.7% Four positive stories on the manufacturing front are tailwinds for the economy. Here’s a quick recap.

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Carson Wealth

JULY 24, 2023

We just received a tremendous amount of data to round out the economic picture in the second quarter (Q2). Combined with the boom in manufacturing construction, it’s not surprising that construction payrolls have increased by 88,000 this year and are about 339,000 above pre-pandemic levels. It’s a Bird. It’s a Plane! It’s … the U.S.

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Trade Brains

JULY 24, 2022

Therefore, the Indian government has brought about economic reforms. It is a science-led company that manufactures basic and speciality chemical products. Initially, it started with soda ash and salt and continued to manufacture a wide range of science-based products. It manufactures inorganic chemistry products.

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Manufacturing Food Government Retail 52

Brown Advisory

AUGUST 14, 2023

Consequently, the correlations between our financial investments are low (aside from Mastercard and Visa) and this sector doesn’t show up as an outlier risk – notably it is well below our 5% “watch closely” level. ROIC calculations presented use LFY (last fiscal year) and exclude financial services.

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Investing Investments Portfolio Accounting 52

Carson Wealth

MAY 22, 2023

Economic data continues to come in strong, including for retail sales and vehicle production. Housing starts and permits data are turning around as builders become more confident about the economic outlook. Housing may no longer be a drag on economic growth the rest of this year. Retail sales rebounded in April.

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Marketing Marketing Economy Economics 52

Brown Advisory

AUGUST 25, 2017

Manager Q&A: Mick Dillon and Bertie Thomson, Global Leaders Strategy achen Fri, 08/25/2017 - 11:34 Indeed a host of macro-economic and political events have impacted global markets since Mick Dillon and Bertie Thomson launched the Brown Advisory Global Leaders strategy. MD: One of my favorites is Taiwan Semiconductor Manufacturing.

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