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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 190
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The Problem Of High U.S. Equity Valuations And How Advisors Can Factor In Current Evaluations Risks

Nerd's Eye View

Financial advisors often discuss how futile it is to try and predict what will happen in the stock market, and yet the reality is that a core component of creating a financial plan involves making a prediction for how markets will behave, at least in the long run.

Valuation 221
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Sunday links: when irrationality takes over

Abnormal Returns

Markets Market valuations aren't that helpful in the short term. axios.com) Everybody wants simpler taxes, but it never happens. bonddad.blogspot.com) The economic schedule for the coming week. tker.co) The U.S. yield curve has been inverted for a record amount of time. nytimes.com) Policy How much the U.S.

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Weekly Market Insights – February 26, 2024

Cornerstone Financial Advisory

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 105
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Weekly Market Insights – January 29, 2024

Cornerstone Financial Advisory

​ Weekly Market Insights: Excitement Around Big Tech Continues Presented by Cornerstone Financial Advisory, LLC Stocks continued their upward climb last week as excitement around big tech continued; positive economic reports stoked investors’ belief that the Federal Reserve has pulled off a soft landing. Core inflation was 3.2%

Marketing 105
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Weekly Market Insights – March 18, 2024

Cornerstone Financial Advisory

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 105
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Sunday links: biased expectations

Abnormal Returns

Markets Cullen Roche, "This has been one of the more fascinating years in economic and market history." fastcompany.com) Hunter Walk, "We are absolutely not through the worst of the pain from the market reset." should let China continue to shoot itself in the (economic) foot. nytimes.com) Why the U.S.