James Hendries

AUGUST 15, 2022

The rule of thumb is two quarters of negative GDP defines a recession, but the official definition by the National Bureau of Economic Research is broader than that. Market-based interest rates those not controlled by the Fed—have come down quite a bit, supporting stock valuations. economy contracted for the second straight quarter.

Clients 52

Clients Marketing Marketing Economy 52

James Hendries

MARCH 13, 2023

Recent economic data has pointed to continued growth—giving rise to the “no landing” narrative. However, the pressure on valuations from higher interest rates, which have made bonds attractive alternatives, led to the Committee’s recent decision to reduce the size of the overweight from 5 points to 3. equities.

Assets 52

Assets Marketing Marketing Asset Allocation 52

James Hendries

OCTOBER 18, 2022

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.

Marketing 52

Marketing Marketing Valuation Economics 52

James Hendries

NOVEMBER 3, 2022

Some recent softening in economic data, coupled with signals from the bond market, may be indicating that Fed policymakers’ concerted inflation fight may be closer to the end than the beginning. We should also have slowing corporate earnings growth and greater economic uncertainty to contend with, some formidable seas to navigate.

Clients 52

Clients Asset Allocation Investment Advisor Economics 52

James Hendries

OCTOBER 25, 2022

The National Bureau of Economic Research (NBER) is the official arbiter of U.S. business cycles, and they consider a wide range of economic indicators other than just the quarterly GDP metric. Depth refers to declining economic activity that is more than a relatively small change. The following paragraph explains one of them.

Marketing 52

Marketing Marketing Economics Economy 52

James Hendries

AUGUST 30, 2022

Still, corporate America delivered the type of upside investors have grown accustomed to in much easier economic environments. We’re counting on inflation pressures easing next year while economic growth potentially picks up from the anemic level in the first half of 2022 to provide additional support. The numbers.

Marketing 52

Marketing Marketing Valuation Numbers 52

James Hendries

SEPTEMBER 13, 2022

Likewise, during periods of economic slowdown, temporary workers are typically the first to get the notorious pink slip. One risk is the high number of workers in temporary help services since these jobs often are the first to go during times of economic uncertainty. Investing involves risks including possible loss of principal.

Marketing 52

Marketing Marketing Economy Valuation 52

James Hendries

DECEMBER 4, 2022

Economic and corporate data support the initial strong reads on holiday retail sales despite the macro headwinds, reinforcing the idea that today’s consumer is in a better position than usual at this point in the business cycle. Any economic forecasts set forth may not develop as predicted and are subject to change.

Retail 52

Retail Marketing Marketing Sales 52

James Hendries

AUGUST 15, 2022

Market strategists and pundits make the relationship between recessions and the stock market seem binary, but each economic contraction is different and has different effects on earnings. First, keep in mind that stocks tend to look forward by four to six months and can provide warnings of changing economic conditions.

Marketing 52

Marketing Marketing Economy Valuation 52

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. from an earlier forecast of 5%.

Marketing 52

Marketing Marketing Economy Economics 52

James Hendries

JULY 3, 2023

While activity remains muted at best, expectations are focused on 2024, when there is a prevailing consensus that the Federal Reserve (Fed) will be finished with its rate hike campaign, and that economic conditions will be resilient enough to underpin a strong capital markets environment. With economic data continuing to suggest the U.S.

Marketing 52

Marketing Marketing Banking Valuation 52

James Hendries

NOVEMBER 1, 2022

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. Any economic forecasts set forth may not develop as predicted and are subject to change.

Marketing 52

Marketing Marketing Manufacturing Economy 52

James Hendries

JANUARY 26, 2023

Easing inflation pressures and a stable job market with only modest additional tightening from the Fed are keys to limiting the severity of an economic downturn. The dotted grey line highlights the latest Summary of Economic Projections (SEP) from the Fed, which shows policymakers’ forecast for a fed funds rate of 5.1%

Marketing 52

Marketing Marketing Economy Economics 52

James Hendries

JUNE 26, 2023

With the broad market overbought in the short-term from a technical analysis perspective and valuations elevated, stocks may be due for a pause. Our base case calls for a mild and short-lived recession to begin by year-end, but the latest economic data have slightly raised the odds of a soft landing. All index data from FactSet.

Marketing 52

Marketing Marketing Asset Allocation Valuation 52

James Hendries

AUGUST 15, 2022

due to expectations of slowing economic growth. Any economic forecasts set forth may not develop as predicted and are subject to change. It is also a major component used to calculate the price-toearnings valuation ratio. Insurance products are offered through LPL or its licensed affiliates. We could see a retest of 3.5%

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

James Hendries

SEPTEMBER 27, 2022

As we know from historical precedents, when the Fed aggressively raises rates, economic growth slows or outright contracts, which is the Fed’s goal. High quality bonds tend to perform relatively well during economic slowdowns and/or contractions. Any economic forecasts set forth may not develop as predicted and are subject to change.

Asset Allocation 52

Asset Allocation Marketing Marketing Assets 52

Brown Advisory

JANUARY 1, 2021

When does crowd psychology take hope for economic return beyond what valuation can support? And why do markets irregularly detach fundamentals from valuation to their own detriment? Or is it a convenient way to measure the relative economic value created between our starting and end points? What does this actually mean?

Investing 52

Investing Investments Valuation Economics 52

James Hendries

JUNE 20, 2023

That’s not suggesting another 2008 is coming, but rather highlights how fast the economic environment can change. Along with the statement, the Committee updated the Summary of Economic Projections (SEP), which is arguably more important than the brief monetary policy statement.

Marketing 52

Marketing Marketing Economy Communication 52

James Hendries

JULY 13, 2022

Although energy prices came down some, weakening economic data and the lack of a cease-fire in Ukraine offset the modest gas price relief. Any economic forecasts set forth may not develop as predicted and are subject to change. It is also a major component used to calculate the price-toearnings valuation ratio.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

Cornerstone Financial Advisory

MAY 21, 2024

2,3 Investors took a break as the week ended, mostly yawning at mixed economic data. 4,5 This Week: Key Economic Data Monday: Fed Officials Michael Barr, Raphael Bostic, Christopher Waller, and Philip Jefferson speak for the first time. percent and 1.2 percent, respectively. Meanwhile, the bellwether 10-year Treasury yield fell to 4.35

Marketing 52

Marketing Marketing Economics Taxes 52

James Hendries

JANUARY 20, 2023

These headwinds—clearly not new news—include slower global economic growth, cost pressures from still-elevated inflation, ongoing supply chain issues, currency drag from a stronger U.S. Even the economic pressures have eased some, with fourth quarter U.S. Insurance products are offered through LPL or its licensed affiliates.

Marketing 52

Marketing Marketing Economy Banking 52

James Hendries

OCTOBER 11, 2022

The British pound had been weakening for some time amid a backdrop of dollar strength and a poor economic outlook as the U.K. There should be considerably more understandable clarity from what corporate leaders tell us about the economic and financial environment than what Fed officials are able to offer. All index data from FactSet.

Marketing 52

Marketing Marketing Banking Government 52

James Hendries

JANUARY 31, 2023

Any economic forecasts set forth may not develop as predicted and are subject to change. It is a financial ratio used for valuation: a higher PE ratio means that investors are paying more for each unit of net income, so the stock is more expensive compared to one with lower PE ratio. All index data from Bloomberg.

Marketing 52

Marketing Marketing Valuation Insurance 52

Validea

APRIL 1, 2024

By rigorously screening for these quality characteristics, investors can construct a portfolio of companies that should be able to compound wealth at an above-average rate over time while holding up better than the market during economic downturns and periods of elevated volatility. Incorporating some element of value (e.g.

Investing 52

Investing Investments Pharmaceutical Portfolio 52

James Hendries

SEPTEMBER 20, 2022

economic growth. More specifically, it reflects how the Fed intends to stimulate or slow economic growth by cutting or raising its policy rate. This is referred to as an inverted yield curve, which has been a pretty reliable predictor of economic recessions. Insurance products are offered through LPL or its licensed affiliates.

Marketing 52

Marketing Marketing Banking Economy 52

James Hendries

NOVEMBER 15, 2022

Growth stocks typically trade at higher valuations on the premise that an investor is buying a company now that will grow to be a much larger company, producing higher levels of cash and profit in the future. Increasing the discount rate, which lowers the present value of future cash flows, and company valuations.

Marketing 52

Marketing Marketing Asset Allocation Valuation 52

James Hendries

FEBRUARY 27, 2023

Even if there’s a strong case to be made, we think debt service prioritization would be allowed to continue while the case works its way through the courts, since the potential economic damage would be too great otherwise. Payments that were deferred would be repaid in arrears so the economic impact would likely be minimal.

Marketing 52

Marketing Marketing Government Economy 52

James Hendries

SEPTEMBER 7, 2022

Businesses often begin cutting these jobs during periods of economic uncertainty and an increasingly large number of individuals in these roles is inherently unstable for the labor market. Any economic forecasts set forth may not develop as predicted and are subject to change. Technical analysis perspective.

Marketing 52

Marketing Marketing Valuation Insurance 52

James Hendries

NOVEMBER 15, 2022

Any economic forecasts set forth may not develop as predicted and are subject to change. It is also a major component used to calculate the price-toearnings valuation ratio. Insurance products are offered through LPL or its licensed affiliates. Stock investing involves risk including loss of principal.

Portfolio 52

Portfolio Taxes Government Asset Allocation 52

James Hendries

OCTOBER 7, 2022

Any economic forecasts set forth may not develop as predicted and are subject to change. It is also a major component used to calculate the price-toearnings valuation ratio. Insurance products are offered through LPL or its licensed affiliates. Stock investing involves risk including loss of principal.

Portfolio 52

Portfolio Taxes Asset Allocation Investment Advisor 52

James Hendries

SEPTEMBER 8, 2022

Any economic forecasts set forth may not develop as predicted and are subject to change. It is also a major component used to calculate the price-toearnings valuation ratio. Insurance products are offered through LPL or its licensed affiliates. Stock investing involves risk including loss of principal.

Portfolio 52

Portfolio Taxes Asset Allocation Investment Advisor 52

James Hendries

NOVEMBER 22, 2022

Any economic forecasts set forth may not develop as predicted and are subject to change. It is a financial ratio used for valuation: a higher PE ratio means that investors are paying more for each unit of net income, so the stock is more expensive compared to one with lower PE ratio. All index data from Bloomberg.

Marketing 52

Marketing Marketing Valuation Asset Allocation 52

Trade Brains

AUGUST 3, 2022

Railway Stocks in India: The Indian Railway is the economic pillar of India. The Railway Ministry plans to reduce the land licensing fee from 6% to 3.5% to aid the valuation of the company. Rail India Technical and Economic Service, abbreviated as RITES is a government-owned engineering consulting company. million people.

Transportation 52

Transportation Engineering Government Consulting 52

James Hendries

AUGUST 15, 2022

Any economic forecasts set forth may not develop as predicted and are subject to change. It is a financial ratio used for valuation: a higher PE ratio means that investors are paying more for each unit of net income, so the stock is more expensive compared to one with lower PE ratio. All index data from FactSet.

Marketing 52

Marketing Marketing Economy Valuation 52

Zoe Financial

FEBRUARY 21, 2023

CFAs also show accounting, economics, portfolio management, and security analysis knowledge. To acquire the CPA license, you need to meet specific requirements. Individuals with a CFA must complete three exams and have at least three years of work experience.

Financial Advisor 40

Financial Advisor Accounting Certified Financial Planner Certification 40

Brown Advisory

JANUARY 1, 2023

Download it here > Dear Fellow Investors, If we had to sum up 2022 in one word it would be valuation. War, inflation, recession, deglobalisation, decoupling, strikes, crypto-crash and energy (crisis) all featured but for us the overriding focus for 2022 was valuation. For us, all business starts with the customer.

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Investments Investing Valuation Clients 52

Trade Brains

MAY 6, 2023

Worst Performing Stocks in India – Jet Airways All of us remember flying in this economical airline. The carrier also lost its flying license during the period. The company has also got its license back recently and may be at the cusp of a turnaround. The bank was brought under RBI’s direct vigilance.

Banking 52

Banking License Government Investments 52