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3rd Quarter Economic And Market Outlook: Understanding Risks And Opportunities In The Web Of Inflation, Interest Rates, Valuations, And More

Nerd's Eye View

manufacturing sector, by the measures of employment and service prices, has been in a recession for nearly 12 months. What's driving many of the economic conditions today are higher interest rates resulting from the Fed's efforts to fight inflation. And even though U.S.

Valuation 246
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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 243
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4th Quarter 2023 Economic And Market Outlook: Labor Market, Inflation, And Geopolitics

Nerd's Eye View

The sentiment is especially poignant when it comes to economic forecasting, as it's nearly impossible to get an accurate picture of the current state of the economy at any given moment. While the manufacturing sector (which makes up 'only' 8% of the U.S.

Economics 246
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Cycle Watch | Cooler economic growth ahead

Nationwide Financial

Key takeaways: Economic activity was downshifted by mid-year, with elevated interest rates and inflation fatigue weighing on consumer and business spending behavior. The less frothy economic data provide more reason for the Federal Reserve to start lowering interest rates in the second half of 2024. above its 10-year average of 17.9x.

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Thursday links: the laws of physics

Abnormal Returns

finance.yahoo.com) Markets Valuations don't matter in the short term. morningstar.com) Economy Any single economic data point is filled with noise. ritholtz.com) Vehicle manufacturing is holding up industrial production. Rates Mortgage rates are at levels not seen since 2001. etf.com) How options income ETFs are marketed.

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Wednesday links: an awesome product

Abnormal Returns

marginalrevolution.com) Finance Private equity is stuck between elevated valuations high interest rates and a moribund IPO market. bloomberg.com) Ukraine is trying to boost its own weapons manufacturing. reuters.com) Economy By any reasonable measure, the average American is better off economically than they were four years ago.

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Stocks to Benefit as RBI Cuts Rates for the Third Time; Recommended by Trade Brains Portal

Trade Brains

percent, signaling a clear shift toward monetary easing to support economic growth. Improved financing also supports economic activity and encourages manufacturers to invest in new models and expand capacity. This series of rate reductions has brought the repo rate down from 6.50 percent to 5.50 percent to 5.5

Banking 52