Abnormal Returns

DECEMBER 26, 2023

Markets Nick Maggiulli, "What will cause the next market decline? ofdollarsanddata.com) It's not news that the stock market goes up most years. news.crunchbase.com) Global Is China's stock market finally cheap enough for another look? I have no clue." wsj.com) Japan has a trucking problem.

Marketing 241

Marketing Marketing Financial Advising Economy 241

Calculated Risk

MARCH 6, 2024

Fed's Beige Book Economic activity increased slightly, on balance, since early January, with eight Districts reporting slight to modest growth in activity, three others reporting no change, and one District noting a slight softening. Labor Markets Employment rose at a slight to modest pace in most Districts.

Economics 107

Economics Manufacturing Insurance Engineering 107

Advisor Perspectives

MARCH 26, 2024

Economic indicators allow policymakers, advisors, investors, and businesses to make informed decisions about financial markets.

Economics 52

Economics Marketing Marketing Financial Market 52

Advisor Perspectives

MAY 6, 2024

Among all economic indicators, some of the most closely watched are those surrounding the labor market. They provide insight into the health of the economy. But they also impact individuals’ lives and play a central role in government policy decisions.

Economics 52

Economics Government Economy Marketing 52

Abnormal Returns

FEBRUARY 14, 2024

abnormalreturns.com) It may take some time, but markets eventually work. (nytimes.com) Earlier on Abnormal Returns Personal finance links: an IOU to the IRS. abnormalreturns.com) There is no holy grail in investing. abnormalreturns.com) What you missed in our Tuesday linkest. abnormalreturns.com) Research links: simplistic thinking.

Economics 145

Economics Financial Advising Insurance Media 145

Abnormal Returns

AUGUST 4, 2023

calculatedriskblog.com) There is continued deceleration in the jobs market. (map.simonsarris.com) Economy The July NFP report showed a 187k jump in jobs and a 3.5% unemployment rate. bonddad.blogspot.com) The American economy is normalizing. carsongroup.com) The U.S. economy has reached a new, post-pandemic phase.

Economics 202

Economics Financial Advising Healthcare Economy 202

Abnormal Returns

JANUARY 28, 2024

humbledollar.com) What happens when you stop focusing on the stock market. wapo.st) The economic schedule for the coming week. Strategy Stop obsessing about the Fed's next move. tker.co) Why the vast majority of investors should avoid alternatives. wsj.com) Bitcoin Will Charles Schwab ($SCHW) eventually launch its own spot Bitcoin ETF?

Marketing 202

Marketing Marketing Financial Advising Economy 202

Abnormal Returns

OCTOBER 24, 2022

medium.com) Big tech companies are sitting on their own bond market losses. wsj.com) China is dramatically reducing the amount of economic statistics it publishes. economist.com) Economy This high yield bond indicator is signalling economic trouble ahead. theinformation.com) Snowflake ($SNOW) is growing into its valuation.

Marketing 215

Marketing Marketing Financial Advising Valuation 215

Advisor Perspectives

JANUARY 17, 2023

The team at Infrastructure Capital Advisors provides key insights and advice on current market conditions and economic outlook for this month and the coming months.

Economics 52

Economics Marketing Marketing 52

Meb Faber Research

NOVEMBER 15, 2023

Episode #508: Jim Bianco on “The Biggest Economic Event of Our Lifetime” & The End of the 40-Year Bond Bull Market Guest: Jim Bianco is the President and Macro Strategist at Bianco Research, which offers macro investment research on financial markets.

Economics 87

Economics Marketing Marketing Financial Market 87

The Big Picture

FEBRUARY 14, 2024

 At the Money: Is War Good for Markets? February 14, 2024) What does history tell us about how war impacts the stock market? Can these patterns inform us of future bull market behavior? A 500% move in the stock market. Explain your dad’s thinking about how war plus inflation equals a stock bull market.

Marketing 306

Marketing Marketing Government Numbers 306

SEI

JANUARY 16, 2024

Jim Solloway, Chief Market Strategist and Senior Portfolio Manager, and Vivian Estadt, Client Service Director, present our economic outlook for 2024.

Economics 52

Economics Portfolio Management Portfolio Clients 52

Abnormal Returns

AUGUST 8, 2023

(papers.ssrn.com) Global Why global equity market correlations are on the rise. klementoninvesting.substack.com) There's no evidence that economic forecasters can actually forecast. papers.ssrn.com) Target date funds hold more in international stocks than the average investor.

Marketing 225

Marketing Marketing Medical Economics 225

The Big Picture

AUGUST 19, 2022

The link was to James Mackintosh’s column “ Five Not-Quite-Impossible Things the Market Believes.” But rational people can reasonably disagree on anything market-related — after all, someone has to be on the other side of your trade. As to what the market “knows:” Stop Anthropomorphizing Mr. Market.

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Marketing Marketing Risk Tolerance Economy 312

Nationwide Financial

JANUARY 3, 2023

economy appears to be in the late stage of expansion, with strong economic activity but labor and supply chains remain constrained. The labor market is very tight, with a low unemployment rate of 3.7% The labor market is very tight, with a low unemployment rate of 3.7% 5.25%, then a pause through the remainder of 2023.

Economics 59

Economics Marketing Marketing Economy 59

The Reformed Broker

OCTOBER 20, 2023

This week, Michael Batnick, Tom Lee, and Downtown Josh Brown discuss earnings, the liquidity starved bull market, economic indicators, the Fed’s next move, housing, and much more! The post Entering Year Two of the Bull Market with Tom Lee appeared first on The Reformed Broker.

Marketing 161

Marketing Marketing Economics 161

Wealth Management

MARCH 21, 2024

Financial advisors’ optimism over the economy and the markets ticked marginally up in February, dampened only by persistent inflation and uncertainty over upcoming national elections.

Economics 111

Economics Financial Advisor Economy Marketing 111

Calculated Risk

MARCH 7, 2023

Today, in the Calculated Risk Real Estate Newsletter: Pandemic Economics, Housing and Monetary Policy: Part I A brief excerpt: Pandemic economic outcomes were frequently largely unexpected. For example, early in the pandemic, there was a shortage of toilet paper. The FOMC is clearly committed to further raising rates to curb inflation.

Economics 98

Economics Accounting Marketing Marketing 98

Calculated Risk

FEBRUARY 19, 2024

Weekend: • Schedule for Week of February 18, 2024 Tuesday: • No major economic releases scheduled. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 and DOW futures are mostly unchanged (fair value). Oil prices were up over the last week with WTI futures at $79.28 per barrel and Brent at $83.28 per barrel.

Economics 58

Economics Marketing Marketing 58

Zoe Financial

MAY 6, 2024

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA May 06, 2024 Watch Time: 3.4 minutes Welcome to this week’s Market Drama! Stock Market Updates: The S&P 500 was up 0.5% Economic update: Deceleration of job growth for April: US jobs totaling 175k in April versus the expected 240k.

Marketing 40

Marketing Marketing Taxes Economics 40

Trade Brains

DECEMBER 28, 2023

Unusual Economic Indicators : You might have heard about indicators like the Big Mac Index (if you haven’t, you can read our previous article). Today, we’ll introduce you to some unusual economic indicators that might predict the economic conditions. Most Unusual Economic Indicators 1. What is it? What is the proof?

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Economy Economics Sales Government 64

Carson Wealth

OCTOBER 23, 2023

Economic indicators across consumption, income, industry and the labor market don’t point to a recession. October is known for extreme volatility, but it is also known for ending bear markets and corrections. Interestingly, many bear markets end later in the month, which could happen again. 19 on average.

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Nationwide Financial

OCTOBER 19, 2022

Part two of our two-part podcast on the risks that weigh on economic growth focuses on productivity. How does productivity impact the economic growth rate? Nationwide Economics · Risk factors for economic growth (part 2): Productivity Challenges. How was productivity impacted by the pandemic and is it improving?

Economics 52

Economics Marketing Marketing Economy 52

MarketWatch

FEBRUARY 2, 2023

President Joe Biden on Thursday said Brian Deese, who heads the White House's National Economic Council, is departing. Market Pulse Stories are Rapid-fire, short news bursts on stocks and markets as they move. Market Pulse Stories are Rapid-fire, short news bursts on stocks and markets as they move.

Economics 97

Economics Marketing Marketing 97

Advisor Perspectives

MAY 5, 2024

We’ve just come through the first quarter of 2024 – and what a quarter it was! Hard on the heels of a robust end to 2023, the S&P 500 Index rose 11% in the first quarter of this year. This is the first time since 2012 that it’s had back-to-back double-digit quarterly returns.

Economics 59

Economics Investing Investments Marketing 59

Advisor Perspectives

OCTOBER 20, 2023

Despite war-disrupted commodity markets and one of the most aggressive monetary tightening phases in modern history, economic activity has remained strong. economy’s remarkable resilience is complicating the lives of investors and the Federal Reserve.

Economics 52

Economics Economy Marketing Marketing 52

Zoe Financial

APRIL 8, 2024

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA April 08, 2024 Watch Time: 3 minutes Welcome to this week’s Market Drama! Stock Market Updates: The S&P 500 was down 1% for the week. Economies and markets fluctuate. Dow Jones was down even more, 2.3%. Unemployment ticked down to 3.8%.

Marketing 52

Marketing Marketing Taxes Economics 52

Wealth Management

DECEMBER 5, 2023

EPFR Director of Research Cameron Brandt shares a ton of knowledge on money market funds, economic data, China and top stories for 2024.

Economics 109

Economics Marketing Marketing 109

Zoe Financial

APRIL 22, 2024

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA April 22, 2024 Watch Time: 3.6 minutes Welcome to this week’s Market Drama! Stock Market Updates: The S&P 500 was down 3% for the week. 3rd week in a row that we’ve seen the market go down. 3 Factors Affecting the Market: 1.

Marketing 52

Marketing Marketing Taxes Economics 52

MarketWatch

JUNE 26, 2023

So far, the financial-market impact of the apparent open revolt, which began on Friday and ended on Saturday, has been small. Market Pulse Stories are Rapid-fire, short news bursts on stocks and markets as they move. Visit MarketWatch.com for more information on this news.

Economics 76

Economics Marketing Marketing Financial Market 76

Nationwide Financial

FEBRUARY 27, 2023

2) February 28: Consumer Confidence Strong labor market to boost consumer confidence Nonfarm payrolls rose at their fastest pace in six months in January which should boost consumer confidence in February, lifting the consumer confidence index slightly to 109 from 107.1 What we’re watching this week: (pg. in January. in January.

Economics 98

Economics Sales Manufacturing Economy 98

Nationwide Financial

FEBRUARY 6, 2023

Thoughts Equity markets look to continue their strong start to the year that has seen the S&P 500® Index advance in four of the five weeks of 2023. Most institutional investors and Wall Street strategists remain skeptical of the year-to-date returns, suggesting we are in a bear market rally. The unemployment rate fell to 3.4%

Economics 59

Economics Marketing Marketing Retail 59

The Irrelevant Investor

APRIL 16, 2024

Today’s Animal Spirits is brought to you by YCharts: See here for YCharts’ quarterly economic update slide deck! The post Animal Spirits: The Yeah But Bull Market appeared first on The Irrelevant Investor.

Marketing 82

Marketing Marketing Insurance Economics 82

Calculated Risk

JANUARY 17, 2024

Fed's Beige Book A majority of the twelve Federal Reserve Districts reported little or no change in economic activity since the prior Beige Book period. In contrast, concerns about the office market, weakening overall demand, and the 2024 political cycle were often cited as sources of economic uncertainty.

Economics 98

Economics eCommerce Manufacturing Sales 98

Cornerstone Financial Advisory

FEBRUARY 26, 2024

Weekly Market Insights: Stocks Hit New Highs On AI’s Promise Presented by Cornerstone Financial Advisory, LLC Stocks vaulted to new heights last week on the back of an artificial intelligence (AI) semiconductor company, marking investors’ belief that AI has the potential to transform the U.S. Inflection Point? Tuesday: Durable Goods.

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Marketing Marketing Economics Taxes 86

Cornerstone Financial Advisory

APRIL 29, 2024

Weekly Market Insights: Despite Turbulent Week, Stocks Stage Comeback Presented by Cornerstone Financial Advisory, LLC Stocks staged a choppy comeback last week as investors cheered positive earnings, led by mega-cap tech stocks. The market rally extended into Tuesday, with investors cheering positive corporate earnings reports.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

MARCH 18, 2024

Weekly Market Insights: Second Week Of Stock Retreat Presented by Cornerstone Financial Advisory, LLC Stocks fell for the second straight week on inflation concerns despite a report on consumer prices that was initially well received by investors. That performance pattern suggests market leadership may be broadening. stock market.

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Marketing Marketing Taxes Economics 90