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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 175
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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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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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Markets surge despite continued uncertainty

Nationwide Financial

This either sets the stage for upward revisions as pessimism eases or suggests the S&P 500 has gotten ahead of itself, with a valuation of 18x forward earnings. Pessimists argue about still elevated inflation, tightening financial conditions, the risk to earnings estimates, and rising valuations. Consumer spending was up 0.2%

Marketing 105
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Market Commentary: Carson Investment Research Looks at the Year Ahead

Carson Wealth

DOWNLOAD OUR 2024 MARKET OUTLOOK The Macroeconomic Backdrop As we look to the year ahead, our proprietary Leading Economic Index (LEI) indicates even lower odds of a recession than 2023. high technology manufacturing base in the last year has been extraordinary. In addition, the investment in the U.S. We continue to favor the U.S.,

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10 Monday AM Reads

The Big Picture

Venture capital’s reckoning looms closer : Valuations on holdings will have to converge sooner rather than later with listed tech sector ( Financial Times ). central bank to avoid overdoing it with higher-than-needed interest rates, a top economic adviser in the Obama White House said after a fresh review of Fed policy since World War Two.

Economy 158
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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 205