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1st Quarter 2024 Economic And Market Outlook: Potential Increased Volatility, Threats To Economic Growth, And Equity Markets

Nerd's Eye View

Yet, by taking a measured look at factors driving economic activity and influencing behavior, advisors can help clients face risks they can't control and (hopefully) position themselves to take advantage of opportunities as they develop. Meanwhile, a smorgasbord of potential risks threatens economic growth's "soft landing" narrative.

Economics 212
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Sunday links: a nation of bad drivers

Abnormal Returns

(humbledollar.com) Companies Why Boeing ($BA) took its eye off manufacturing quality. philbak.substack.com) Taxes How much do higher taxes prompt millionaires to relocate? philbak.substack.com) Taxes How much do higher taxes prompt millionaires to relocate? nytimes.com) Chipotle ($CMG) is on a roll.

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Strong consumer spending adds to inflationary pressures: Weekly Economic Review & Outlook

Nationwide Financial

March 1: ISM Manufacturing ISM manufacturing stays in contraction The ISM manufacturing index is expected to see a slight uptick in February but should remain in contractionary territory. percent for January, disposable personal income (less taxes) jumped by 2.0 Personal consumption expenditures (PCE) climbed by 1.8

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Weekly Economic Insight – February 27, 2023

Cornerstone Financial Advisory

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. Tuesday: Consumer Confidence.

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Sunday links: connecting the dots

Abnormal Returns

wsj.com) Policy The IRA and CHIPS Act have caused a surge in domestic manufacturing investment. vox.com) Economy Earnings can fall even without an economic recession. ritholtz.com) The economic schedule for the coming week. abnormalreturns.com) Just in time for tax day, a custom indexing linkfest!

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Weekly Market Insights – June 3, 2024

Cornerstone Financial Advisory

Weekly Market Insights: Stocks Sag On Downbeat Economic Indicators Presented by Cornerstone Financial Advisory, LLC Stocks edged lower in the final week of May as fresh news on economic growth and inflation failed to inspire investors. On the economic front, last week’s news was generally disappointing. Factory Orders.

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Market Drama

Zoe Financial

Economic Data Highlights PCE numbers data came out and met expectations, both in core and headline numbers. Manufacturing PMI Stay tuned for next week. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation.