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Where Will Housing Go From Here? | Weekly Market Commentary | August 22, 2022

James Hendries

At this rate, home sales will likely continue to slow and residential investment could turn out to be a drag on Q3 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-to-earnings valuation ratio.

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Weekly Market Insights – November 20, 2023

Cornerstone Financial Advisory

6 This Week: Key Economic Data Tuesday: Existing Home Sales. Source: Econoday, November 17, 2023 The Econoday economic calendar lists upcoming U.S. economic data releases (including key economic indicators), Federal Reserve policy meetings, and speaking engagements of Federal Reserve officials. FOMC Minutes.

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What a Week | Weekly Market Commentary | August 1, 2022

James Hendries

The official arbiter of business cycle dating is the National Bureau of Economic Research (NBER). had never before experienced the massive swings in economic activity during the 2020 pandemic, making even the current analysis more difficult. The economic growth outlook has weakened. Of course, the U.S. However, after a 12.6%

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Transcript: Ron Shaich, Au Bon Pain, Panera Bread & CAVA

The Big Picture

00:09:05 [Speaker Changed] So you licensed the spot. And, and so my point to you is, is once we define the categories, dominance matters, somebody will own the reason the, the, the market is paying upwards of, has been paying upwards of $15 billion a valuation on kava. It’s behavioral economics, behavioral finance.

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No Landing = No Sense | Weekly Market Commentary | March 6, 2023

James Hendries

Economic activity does not stop like an airplane eventually does, but rather the economy will settle into a steady state where growth is consistent with factors such as population and productivity. Perhaps that was not the first time market watchers used the term, but the conversations at the Economic Club of New York were prescient.

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Managing Volatility | Weekly Market Commentary | July 18, 2022

James Hendries

Understandably, rising prices, slowing economic growth, and a challenging first half for both stocks and bonds have many investors on edge, and fatigue from more than two years of COVID-19 measures doesn’t make it any easier. Lower inflation tends to bring higher valuations (Fig.1). If the U.S. If the U.S.

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Market, Stocks, and Bonds Lessons Learned from 2022 | Weekly Market Commentary | January 9, 2023

James Hendries

Lessons learned: Economic forecasts The Fed’s bark was as bad as its bite! economy to avoid recession, and support above-average valuations. The hit to valuations in the form of about 4 P/E points (21 to 17) translates into a roughly 20% drop in the S&P 500 Index. Here are some of our lessons learned from 2022.