The Big Picture

OCTOBER 23, 2023

The US government? This goes back to Grover Norquists ‘ idea that the government should be made so small it could be “ drowned in a bathtub.” 1 Instead of being financially secure and the strongest country economically by far, we have created an unforced error that weakens us over the long term.

Government 330

Government Economics Taxes Budgeting 330

Advisor Perspectives

SEPTEMBER 28, 2023

The imminent US government shutdown that threatens to delay the publication of key economic data will test policymakers’ and investors’ trust in a range of less-regarded third-party indicators.

Economics 59

Economics Government 59

Nationwide Financial

JULY 20, 2022

and its impact on economic growth, George Bernard Shaw’s quote seems apropos. Undeniably, for decades, economists and deficit hawks alike have been debating the merits of rising national debt and weaker economic activity as a result. Economic theory suggests that once the level of national debt surpasses the level of GDP (i.e.,

Economics 59

Economics Budgeting Economy Government 59

Abnormal Returns

JANUARY 14, 2024

washingtonpost.com) Measuring economic inequality is harder than it looks. vox.com) Threats of violence against elected officials and government officials are on the rise. papers.ssrn.com) The economic schedule for the coming week. washingtonpost.com) The number of American centenarians is set to quadruple.

Financial Advising 250

Financial Advising Engineering Food Economics 250

Brown Advisory

FEBRUARY 14, 2023

Sustainable Sovereigns: Integrating ESG Analysis into Government Debt Research ajackson Tue, 02/14/2023 - 10:39 Brown Advisory has championed Environmental, Social and Governance (ESG) research and sustainable investing for more than a decade. Historically, ESG analysis of sovereign debt was primarily focused on governance issues.

Government 52

Government Economics Investing Investments 52

Brown Advisory

FEBRUARY 14, 2023

Sustainable Sovereigns: Integrating ESG Analysis into Government Debt Research ajackson Tue, 02/14/2023 - 10:39 Brown Advisory has championed Environmental, Social and Governance (ESG) research and sustainable investing for more than a decade. Historically, ESG analysis of sovereign debt was primarily focused on governance issues.

Government 52

Government Economics Investing Investments 52

Brown Advisory

FEBRUARY 14, 2023

Sustainable Sovereigns: Integrating Sustainable Investment Analysis into Government Debt Research ajackson Tue, 02/14/2023 - 10:39 Brown Advisory has championed sustainable investing for more than a decade. FROM CORPORATE CREDIT TO GOVERNMENT DEBT: IN-DEPTH RESEARCH Sustainable investment analysis for companies is generally well-understood.

Government 52

Government Investing Investments Economics 52

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. Government sector employment also jumped in March, boosting the headline figure. March’s job market readings fit the theme of slowing, but not plunging, economic growth. percent from 4.6

Economics 52

Economics Manufacturing Retail Sales 52

Abnormal Returns

DECEMBER 31, 2023

bloomberg.com) Policy More of government should work like Operation Warp Speed. nytimes.com) Economy The economic graph of 2023. wsj.com) The economic schedule for the coming week. (avc.com) Health care In a study, private equity-owned hospitals have higher rates of serious medical complications.

Financial Advising 229

Financial Advising Medical Economy Economics 229

The Big Picture

JULY 21, 2023

@TBPInvictus here; Let’s cut to the chase : A popular video on YouTube claims the poor are much less poor than the official statistics suggest because those statistics ignore government welfare programs like Food Stamps and Aid to Dependant Children and lots of other safety net programs. It is untrue. ” Was this ignorance?

Math 246

Math Government Economics Valuation 246

Advisor Perspectives

APRIL 3, 2023

is in default, the economic consequences – globally, nationally, and for individuals – will be severe. If the Congressional brinksmanship continues until the U.S.

Government 52

Government Economics 52

Abnormal Returns

NOVEMBER 22, 2023

om.co) The OpenAI fiasco highlights the importance of corporate governance. bonddad.blogspot.com) Economic growth is running around 2%. (bigtechnology.com) Om Malik, "If you are a startup, an organization, or a large company, you need to learn from the past five days [at OpenAI] and start building resilience in your product plans."

Financial Advising 233

Financial Advising Startup Media Economy 233

Brown Advisory

OCTOBER 22, 2021

Sustainable Sovereigns: Integrating ESG Analysis into Government Debt Research ajackson Fri, 10/22/2021 - 14:56 Brown Advisory has championed Environmental, Social and Governance (ESG) research and sustainable investing for more than a decade. Historically, ESG analysis of sovereign debt was primarily focused on governance issues.

Government 52

Government Economics Education Investing 52

Brown Advisory

OCTOBER 22, 2021

Sustainable Sovereigns: Integrating ESG Analysis into Government Debt Research. Brown Advisory has championed Environmental, Social and Governance (ESG) research and sustainable investing for more than a decade. FROM CORPORATE CREDIT TO GOVERNMENT DEBT FUNDAMENTAL AND ESG RESEARCH. Fri, 10/22/2021 - 14:56.

Government 52

Government Economics Education Investing 52

Nationwide Financial

JUNE 5, 2023

Just three years ago, business owners were reeling from the swift and significant economic impact of the pandemic. As a financial professional, you can be a reassuring voice – and potentially aid in helping them address the impacts of economic volatility – as we brace for turmoil ahead. have been mild to moderate.

Economics 52

Economics Risk Management Clients Financial Services 52

Brown Advisory

SEPTEMBER 6, 2022

Investing for Purpose: A Governance Perspective on Mission-Aligned Investment Strategy. Tue, 09/06/2022 - 10:17. Increasingly, investment committee members are exploring mission-aligned investing for the organizations they serve.

Government 98

Government Investing Investments Portfolio 98

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. 6 This Week: Key Economic Data Monday: Durable Goods Orders. Thursday: Jobless Claims.

Economics 59

Economics Taxes Investment Advisor Investing 59

NAIFA Advisor Today

MARCH 30, 2023

The book was first soft-launched earlier in the month at Engage’s In Honor of Caregivers event which featured Senators Cassidy and Gillibrand discussing the true economic hardship that caregiving has on American families.

Economics 52

Economics Financial Services Strategic Planning Financial Advisor 52

Validea

MAY 5, 2023

While many central banks around the world answered every financial emergency by pouring more money into the economy, that enabled federal governments to incur massive deficits and go deeper into debt. Giving the government that kind of power to step in encourages bad behavior and a lack of discipline in the banking industry.

Economics 52

Economics Government Economy Banking 52

The Big Picture

APRIL 7, 2024

TechCrunch ) • The Great Medicaid Purge was even worse than expected : It’s a tale of two countries: In some states, public officials are trying to make government work for their constituents. He has been ranked as #1 in economics by Institutional Investor poll of investors 43 consecutive times. In others, they aren’t.

Economics 154

Economics Media Government Banking 154

The Big Picture

OCTOBER 2, 2023

Barron’s ) • What China’s economic problems mean for the world : There is a saying that when the United States sneezes, the rest of the world catches a cold. The Federal Government’s Direct Payroll Hasn’t Grown Much in 50+ Years Source: Chartr Sign up for our reads-only mailing list here.

Economics 245

Economics Accounting Banking Media 245

Abnormal Returns

SEPTEMBER 3, 2023

(theatlantic.com) Not every government in the world is getting older. theweek.com) The economic schedule for the coming week. semafor.com) More Indian boarding schools have been identified. washingtonpost.com) Economy The U.S. labor market is slowing. disciplinefunds.com) The case against further Fed tightening.

Math 237

Math Financial Advising Advertising Distribution 237

MarketWatch

JUNE 26, 2023

Thierry Wizman, Macquarie’s global FX and interest-rate strategist, said that “rather than embracing the prospect that the war in Ukraine may end sooner if Russia’s government is destabilized, traders have today fixated on the prospect that the war may broaden, instead.”

Economics 76

Economics Marketing Marketing Financial Market 76

Abnormal Returns

AUGUST 7, 2022

morningstar.com) Corporate governance only works if shares actually get voted. politico.com) How friendships across economic classes affect income mobility. theconversation.com) Economics Putting the July NFP into some historical perspective. mrzepczynski.blogspot.com) The economic schedule for the coming week.

Financial Advising 234

Financial Advising Economics Food Manufacturing 234

Abnormal Returns

OCTOBER 8, 2023

nytimes.com) Policy Is there a viable fix for the recurrent threat of a government shutdown? wsj.com) The economic schedule for the coming week. (nytimes.com) Immigrants often work to clean up after natural disasters with little thought to their protection. grist.org) How Chicago became a magnet for Venezuelan migrants.

Financial Advising 252

Financial Advising Economy Media Government 252

MarketWatch

MARCH 6, 2023

The Chinese government on Sunday set this year’s economic growth target at around 5%. Crude-oil prices settled higher on Monday, shaking off concerns over the energy demand outlook. Michael Hewson, chief market analyst at CMC Markets UK, referred to the target as “unambitious,” and said it led to early Monday losses for oil.

Economics 40

Economics Government Marketing Marketing 40

Advisor Perspectives

JULY 21, 2023

China’s ultra-long government bonds are seeing heated demand as the economy’s dire outlook and expectations for modest stimulus drive bets for further gains.

Economics 52

Economics Government Economy 52

The Big Picture

JANUARY 30, 2023

My back-to-work morning train WFH reads: • Breakup of Google’s Ad Business Would Reshape $500 Billion Sector : If government prevails, an asset spinoff is thought to be more likely than a sale. Many have found a new home in Singapore. ( But is diversification even possible? He’s calm, not wooden; fierce, not foolish; intelligent, not doltish.

Government 270

Government Valuation Media Economics 270

The Big Picture

OCTOBER 4, 2023

Barron’s ) • Why a US Recession Is Still Likely — and Coming Soon : The government is staying open for now. But Bloomberg Economics sees risks ahead, from strikes to higher rates and oil prices. The yen then tumbled anew toward a record low of 150 to the dollar. Bloomberg ) see also A New Interest-Rate Regime Has Begun.

Economics 260

Economics Banking Government Investing 260

Calculated Risk

FEBRUARY 28, 2024

percent in the fourth quarter of 2023 , according to the "second" estimate released by the Bureau of Economic Analysis. The update primarily reflected a downward revision to private inventory investment that was partly offset by upward revisions to state and local government spending and consumer spending (refer to "Updates to GDP").

Government 73

Government Economics Investing Investments 73

Advisor Perspectives

NOVEMBER 7, 2023

The second largest economy will have to do this without a heavy influx of financial aid from the government. Given the response from China’s highest leadership levels, a fast recovery is preferable. It would have to rely on measured steps in policy adjustments.

Economics 52

Economics Government Economy 52

Abnormal Returns

JANUARY 1, 2023

slate.com) Financial conflicts of interest in government are rife. wsj.com) The last few years broke a lot of economic indicators. wsj.com) The economic schedule for the first week of 2023. (nytimes.com) Policy Jane C. wsj.com) The pandemic set off a wave of laws making for easier alcohol access.

Financial Advising 238

Financial Advising Medical Economics Media 238

Abnormal Returns

JUNE 18, 2023

msn.com) Policy Nicholas Bagley, "We need a government that can build, whether it’s wind farms or websites." foreignaffairs.com) The economic schedule for the coming week. (bigtechnology.com) The bull case for the Apple ($AAPL) Vision Pro. trungphan.substack.com) Tesla's ($TSLA) last great advantage is its charging network.

Financial Advising 229

Financial Advising Media Government Economy 229

Abnormal Returns

FEBRUARY 12, 2023

thebasispoint.com) Policy The case for a four-day government work week. edworkingpapers.com) The federal government needs to rework its approach to classified documents. econbrowser.com) The economic schedule for the coming week. (nytimes.com) Why mortgage rates jumped the last couple weeks.

Financial Advising 130

Financial Advising Government Economy Media 130

Mish Talk

DECEMBER 20, 2022

Yesterday, the Bank of Japan unexpectedly lifted its ceiling on 10-year government bonds from 0.25 Japan 10-year bond yield courtesy of Trading Economics. US 10-year bond yield courtesy of Trading Economics. percent to 0.50 The BOJ lifted the ceiling to stop an unwelcome slide in the yen. US Treasury Note 10-Year Yield.

Banking 191

Banking Economics Government Taxes 191

Advisor Perspectives

JANUARY 27, 2023

It is believed that during stagflation, investors tend to turn to gold as a safe haven asset as the economic and financial conditions are uncertain. Additionally, gold is seen as a hedge against inflation, as its value is not tied to any currency or government.

Government 110

Government Economics Assets 110

The Big Picture

JUNE 23, 2023

Apricitas Economics ) • How much did Congress lose by defunding the IRS? Every dollar available for auditing taxpayers generates many times that amount for government coffers — and the rate of return is especially astonishing for audits of the wealthiest Americans, according to new research. Now he’s battling BlackRock – again.

Media 270

Media Government Economics Planning 270