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.

Marketing 143

Marketing Marketing Economy Retail 143

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

Carson Wealth

APRIL 8, 2024

economy continues to look solid, with markets rallying Friday after a stronger-than-expected jobs report. Market fundamentals show earnings growth has been the main driver of stock growth amid strong revenue growth and stable margins. gain, but not a bad number by any means. economy, and the job market is leading the way.

Marketing 96

Marketing Marketing Valuation Economy 96

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

MARCH 29, 2023

Seagate Technology Holdings PLC STX disclosed Wednesday that it is increasing the number of employees being laid off by 480, or 1% of its workforce. Market Pulse Stories are Rapid-fire, short news bursts on stocks and markets as they move. The stock, which was indicated up more than 1% in premarket trading, has rallied 14.0%

Numbers 73

Numbers Economics Planning Marketing 73

Cornerstone Financial Advisory

JANUARY 8, 2024

Weekly Market Insights : New Years Blues Stocks retreated in the first trading week of 2024, struggling a bit after a celebratory end to last year as investors second-guessed Fed signals and fretted over lingering inflation concerns. 3,4 This Week: Key Economic Data Tuesday: International Trade in Goods. also helped sentiment.

Marketing 84

Marketing Marketing Taxes Economics 84

Nationwide Financial

JUNE 20, 2023

After decades of saving and planning, many pre-retirees (non-retired investors aged 55-65) are reconsidering their retirement plans in response to rising inflation, high interest rates, and an uncertain economic environment. When financial markets turn volatile, investors may feel the urge to alter their financial strategies.

Retirement 97

Retirement Economics Planning Retirement Planning 97

Integrity Financial Planning

JANUARY 9, 2023

The 2022 economic climate has been bumpy for most and, in some cases, even bumpier for retirees. Americans and the world at large dealt with the economic ramifications of the Russia-Ukraine war, post-pandemic industrial effects, and rising inflation and interest rates. 1] However, in 2022, this number spiked to 9.1% 1] [link].

Accounting 97

Accounting Retirement Economics Financial Planning 97

Cornerstone Financial Advisory

OCTOBER 30, 2023

Weekly Market Insights: Stocks Retreat On Cautious Earnings Reports Presented by Cornerstone Financial Advisory, LLC Amid a busy week of corporate earnings reports, stocks slumped on cautious earnings guidance, fears of higher interest rates, and growing anxiety over the increasing amount of Treasury bonds and notes coming to market.

Marketing 100

Marketing Marketing Economics Taxes 100

Zoe Financial

MARCH 11, 2024

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA March 11, 2024 Watch Time: 3 minutes Welcome to this week’s Market Drama! Stock Market Updates: The S&P 500 was down 0.3% Economic Updates: Job numbers for February: Headline number: 275,000 jobs added (above expectations).

Marketing 40

Marketing Marketing Taxes Economics 40

Zoe Financial

MARCH 18, 2024

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA March 18, 2024 Watch Time: 2 minutes Welcome to this week’s Market Drama! Stock Market Updates: The S&P 500 was flat. Economic Updates: Inflation numbers came in hotter than expected. Economies and markets fluctuate.

Marketing 40

Marketing Marketing Taxes Economics 40

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.

Marketing 88

Marketing Marketing Economics Taxes 88

Carson Wealth

APRIL 1, 2024

Looking at the numbers, more good news could be in store for the bulls. The first three months of the year have been positive, marking a five-month streak of stock market wins. The Conference Board’s widely followed Leading Economic Index finally had its first monthly gain after 23 consecutive months of declines.

Marketing 97

Marketing Marketing Economy Economics 97

Abnormal Returns

APRIL 3, 2024

Markets A look back at Q1 2024 asset class returns. bonddad.blogspot.com) Part-time is not a negative for the economy if it isn't for economic reasons. bloomberg.com) How immigration is affecting the jobs numbers. novelinvestor.com) Growth and value performance flip-flopped in March 2024.

Financial Advising 227

Financial Advising Economy Media Economics 227

Abnormal Returns

DECEMBER 25, 2022

Strategy Six things that don't change in financial markets including the attraction of 'shiny objects.' wsj.com) Russia Putting a number on the Ukrainian children removed to Russia. econbrowser.com) The (limited) economic schedule for the coming week. abnormalreturns.com) How market shocks affect our perceptions of risk.

Marketing 130

Marketing Marketing Financial Advising Economy 130

A Wealth of Common Sense

JANUARY 22, 2023

This continues to be one of the more confusing economic environments in history. Some economic indicators are screaming slowdown while others are giving an all-clear. Every other day the narrative switches between an imminent recession and a soft landing. Neither outcome would surprise me at this point.

Numbers 111

Numbers Economy Economics Marketing 111

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. Fed Balance Sheet.

Marketing 91

Marketing Marketing Taxes Economics 91

Zoe Financial

APRIL 29, 2024

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA April 29, 2024 Watch Time: 3.2 minutes Welcome to this week’s Market Drama! Stock Market Updates: The S&P 500 was up 2.7% PCE inflation data didn’t show any signs of encouragement for the markets: Index was slightly higher than expected, 2.8%

Marketing 40

Marketing Marketing Taxes Financial Advisor 40

Abnormal Returns

NOVEMBER 26, 2023

Markets Stock picking is difficult because it requires a number of different skills. papers.ssrn.com) An aging workforce need not reduce economic growth. And we have a frozen housing market. theatlantic.com) The economic schedule for the coming week. politico.com) These ten states have uninsured rates under 5%.

Financial Advising 217

Financial Advising Economics Insurance Media 217

Cornerstone Financial Advisory

OCTOBER 2, 2023

Weekly Market Insights: Bond Yields Rise; Government Shutdown Looms Presented by Cornerstone Financial Advisory, LLC Rising bond yields and government shutdown fears left stocks in mostly negative territory for the week. The MSCI EAFE index, which tracks developed overseas stock markets, fell 1.95%. Thursday: Jobless Claims.

Marketing 94

Marketing Marketing Taxes Economics 94

Nationwide Financial

APRIL 10, 2023

March’s employment report showed a continued moderation in job growth, but the number of hires was still solid. The new orders components in both surveys provide evidence of weakening economic demand, and the surveys are consistent with a slowing economy. Key Takeaways: What we learned last week: (pg. percent from 4.6

Economics 52

Economics Manufacturing Retail Sales 52

Abnormal Returns

DECEMBER 31, 2023

Markets Asset class returns were pretty green in 2023 except for commodities. theatlantic.com) The DOE has successfully timed the oil market. marginalrevolution.com) Global Home ownership is out of reach for an increasing number of Australians. nytimes.com) Economy The economic graph of 2023.

Financial Advising 227

Financial Advising Medical Economy Economics 227

Zoe Financial

MAY 8, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA May 8, 2023 Watch Time: 4 minutes Welcome to this week’s Market Drama! Economic Data: April’s growth came in at 253,000, above expectations. The S&P 500 was up 1.9 for the week%, meaning it’s up 8% year-to-date. Nasdaq was up 2.3%

Marketing 98

Marketing Marketing Financial Advisor Wealth Advisor 98

Cornerstone Financial Advisory

AUGUST 7, 2023

Weekly Market Insights: Stocks Raise White Flag To Bad News Presented by Cornerstone Financial Advisory, LLC Stocks retreated last week as bond yields increased following the Treasury’s announcement indicating “a larger-than-expected funding need” and a downgrade in the federal government’s debt rating.

Marketing 92

Marketing Marketing Medicine Taxes 92

Cornerstone Financial Advisory

NOVEMBER 6, 2023

Weekly Market Insights: Stocks Rise, Jobs Cool Presented by Cornerstone Financial Advisory, LLC Stocks ripped higher last week on a dramatic retreat in bond yields triggered by easing inflation and a slowing labor market. The MSCI EAFE index, which tracks developed overseas stock markets, gained 3.12%. What color was the bear?

Marketing 102

Marketing Marketing Taxes Economics 102

Nationwide Financial

MARCH 27, 2023

Thoughts Equity markets look to extend their winning streak to three weeks despite continued uncertainty in the banking sector. Markets have displayed remarkable resilience, with the S&P 500® Index currently showing a modest gain for March and a 4% year-to-date return. over the past two weeks. at the best level in nearly a year.

Banking 98

Banking Marketing Marketing Asset Allocation 98

Abnormal Returns

DECEMBER 8, 2023

Strategy What happens after a 20% up year for the stock market? economist.com) Some 2023 books that stuck with Ezra Klein including Zeke Faux’s “Number Go Up.” ritholtz.com) Markets are pricing in rate cuts, but no recession. axios.com) The economics of the Christmas tree business. unemployment rate.

Financial Advising 245

Financial Advising Media Economy Economics 245

Carson Wealth

JANUARY 8, 2024

The extreme strength since late October is consistent with major bull markets, and we expect this overall upward trend to continue in 2024. One knock on the bull market last year was that only large-cap tech stocks were rising. In fact, the average annual number of jobs gained from 2010-2019 was 2.2 million, or 2.6

Marketing 96

Marketing Marketing Economy Numbers 96

Carson Wealth

OCTOBER 9, 2023

But there’s an old saying that the market tends to rally on a wall of worry. The bull market turns one this week, which is a good sign as the second year of bull markets tend to be strong. The bull market turns one this week, which is a good sign as the second year of bull markets tend to be strong.

Marketing 134

Marketing Marketing Economy Government 134

Abnormal Returns

JANUARY 31, 2024

(wapo.st) Why is Apple ($AAPL) publicly touting its Apple Card spending numbers? blog.johnwallstreet.com) Economy The labor market continues to soften. econbrowser.com) Economic vibes are improving. spyglass.org) Sports The PGA Tour just scored a big, non-Saudi, investment. abnormalreturns.com) Research links: an obsolete model.

Financial Advising 215

Financial Advising Media Economy Economics 215

Cornerstone Financial Advisory

DECEMBER 18, 2023

Weekly Market Insights : Stocks Rally On Fed, Inflation News Markets reacted positively last week to cooler inflation and the idea of potential rate cuts next year, adding to the gains of the market’s year-end rally. The MSCI EAFE index, which tracks developed overseas stock markets, tacked on 2.75%. Existing Home Sales.

Marketing 97

Marketing Marketing Taxes Economics 97

Cornerstone Financial Advisory

SEPTEMBER 5, 2023

Weekly Market Insights: September Stocks Open In Positive Territory Presented by Cornerstone Financial Advisory, LLC Falling bond yields–spurred by weak economic data–helped lift stocks to weekly gains. The MSCI EAFE index, which tracks developed overseas stock markets, picked up 2.71%. Thursday: Jobless Claims.

Marketing 88

Marketing Marketing Economics Taxes 88

Carson Wealth

JANUARY 29, 2024

In 2022, positive economic data typically led to a sell-off in the stock market, and weak data often led to a rally. That wasn’t normal market behavior, and we are happy to report the market is reverting to more typical trends. The bull market continued last week, setting new highs.

Marketing 97

Marketing Marketing Economy Government 97

Zoe Financial

MARCH 4, 2024

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA March 4, 2024 Watch Time: 4.5 minutes Welcome to this week’s Market Drama! Stock Market Updates: The S&P 500 is up 0.9% Economic Updates: Inflation Data: Personal consumption expenditures index (PCE): Core number for January was up 2.8%

Marketing 40

Marketing Marketing Manufacturing Taxes 40

Zoe Financial

DECEMBER 4, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA December 4, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! The Stock Market: The S&P 500 was up 0.8% Coming up next week: November unemployment rate numbers. Coming up next week: November unemployment rate numbers.

Marketing 52

Marketing Marketing Wealth Management Taxes 52

Abnormal Returns

NOVEMBER 6, 2023

Markets A five-step framework for reading market news. econbrowser.com) Global economic growth numbers don't tell us much. tker.co) By these measures, small cap stocks are cheap. morningstar.com) What happens historically after a Zweig Breadth Thrust? wsj.com) It's been a long time coming.

Financial Advising 214

Financial Advising Media Economy Economics 214

Zoe Financial

OCTOBER 9, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA October 9, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! The Stock Market: The S&P 500 was up 0.5%. We had a couple weeks in a row of negative stock market performance. The Bond Market Yield continued to rise.

Marketing 52

Marketing Marketing Financial Advisor Economics 52