Remove Economics Remove Investment Advisor Remove License Remove Manufacturing
article thumbnail

Three Factors That Could Change the Course of Inflation | Weekly Market Commentary | July 25, 2022

James Hendries

Since the onset of the global pandemic, the inflationary environment has been irritated by supply-related problems with ports, international manufacturing shutdowns, and global shipping as primary challenges. For example, auto manufacturers are still hampered with ready access to necessary components. All index data from FactSet.

article thumbnail

Transformative Tech: Will AI Upend the American Workforce?

Ballast Advisors

As the race among tech companies to monetize AI picks up speed, it’s worth considering how widespread adoption of AI-enabled technologies might affect the economic prospects of workers and businesses. Productivity, or output per hour of work, is a good indicator of society’s prosperity and economic well-being.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Federal Reserve Preview: Trick or Treat? | Weekly Market Commentary | October 31, 2022

James Hendries

With a series of important economic indicators suggesting the economy is declining and inflation is finally decelerating, albeit very slowly, markets are beginning to factor in that the Fed may soon transition to a less aggressive stance in early 2023. The fed funds futures market is increasingly forecasting a 0.50% increase in December.

article thumbnail

Xi Jinping’s Influence to be Tested | Weekly Market Commentary | October 3, 2022

James Hendries

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.

article thumbnail

Should you die and go to hell before selling an annuity?

Sara Grillo

He is a flat fee advisor; not a licensed insurance agent. I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” Should advisors go to hell before selling an annuity?

article thumbnail

Low Bar for Earnings Season | Weekly Market Commentary | October 17, 2022

James Hendries

The challenges are many, with intense cost pressures and slowing economic growth at the top of the list. These headwinds include slower economic growth, cost pressures amid high inflation, ongoing supply chain issues, geopolitical instability in Europe and Asia, and significant currency drag from a very strong U.S. Numerous Headwinds.

article thumbnail

Case for Recession Weakens | Weekly Market Commentary | August 8, 2022

James Hendries

Firms ramped up production and increased manufacturing payrolls by roughly 30,000 in July. New jobs in manufacturing are likely due to improved supply chains, and this sector should continue to add jobs as remaining supply bottlenecks improve. Investing involves risks including possible loss of principal. IMPORTANT DISCLOSURES.