International College of Financial Planning

FEBRUARY 3, 2024

Following the announcement of the interim Budget, the Indian stock markets traded more or less flat as there were no shocks or surprises for the market– rather the focus was kept on inclusive growth and prosperity with fiscal prudence. India’s Real GDP is projected to grow by 7.3% crore youth trained under various programs.

Budgeting 52

Budgeting Financial Market Investing Investments 52

Advisor Perspectives

JANUARY 6, 2024

The long-awaited recession never materialized in 2023 as the sectors of the economy rotated from hot (i.e., travel and leisure) to cold (i.e., housing) over the last few years.

Financial Market 52

Financial Market Economy Marketing Marketing 52

Abnormal Returns

MARCH 26, 2024

wsj.com) Books Gary Stevenson’s book “The Trading Game” helps explain the past twenty years in the financial markets. qz.com) Economy The Roaring 20's are here. (capitalspectator.com) Higher for longer is helping to push Treasury yields higher. lefsetz.com) Crypto FTX sold its stake in Athropic to some big names.

Financial Advising 266

Financial Advising Media Economy Banking 266

Advisor Perspectives

AUGUST 30, 2023

Policymakers and advisors closely monitor economic indicators to understand recession risk and the direction of interest rates because the data can ultimately impact business decisions and financial markets. Several key economic indicators are released every week offering valuable insights into the overall health of the U.S.

Economy 52

Economy Economics Financial Market Marketing 52

Abnormal Returns

OCTOBER 25, 2023

Strategy A big regime shift has happened in the economy and financial markets. investmenttalk.co) Finance Poor recent performance has put the IPO market back on ice. vox.com) Fund management Why the biggest money managers are updating their money market mutual fund prospectuses to allow for liquidity fees.

Portfolio 242

Portfolio Financial Advising Economy Media 242

Nationwide Financial

JUNE 8, 2023

While financial markets are pricing in several rate cuts before year end, we look for the Fed to wait until 2024 to ease its policy stance due to lingering inflationary trends. Equity markets continue to trend higher in 2023 even with a high probability of recession later this year and downside risks caused by bank credit tightening.

Economy 52

Economy Marketing Marketing Retail 52

Advisor Perspectives

MAY 31, 2023

Policymakers and advisors closely monitor these indicators to understand the direction of interest rates, as the data can significantly impact business decisions and financial markets. Several key economic indicators come out every week to help provide insight into the overall health of the U.S.

Economy 52

Economy Numbers Economics Financial Market 52

Nerd's Eye View

APRIL 3, 2024

With a plethora of interdependent and ever-changing parts, gaining a clear (or even not-terribly-fuzzy) understanding of where the economy stands at any given moment is a daunting task, to say the least. At the same time, value and international stocks continue to lag, trading as if the economy is already in the depths of a serious recession.

Economics 183

Economics Marketing Marketing Valuation 183

MarketWatch

APRIL 4, 2023

economy could be about to tip into a recession, following Tuesday’s data which revealed the red-hot labor market is finally loosening up. Because we’ve really seen job openings remain elevated for quite some time, today’s data was significant,” said Edward Moya, a senior market analyst for the Americas at OANDA Corp.

Economy 76

Economy Marketing Marketing Banking 76

A Wealth of Common Sense

JUNE 20, 2023

You need to understand corporations and the global economy generally function over the long haul. You also need a deep understanding of financial market history from booms to. You need to understand how math, statistics and probabilities work.

Financial Advice 137

Financial Advice Math Economy Numbers 137

Abnormal Returns

OCTOBER 16, 2023

(wealthmanagement.com) Global The UK's financial markets are dying on the vine. wsj.com) Economy Home sales have fallen off the table in 2023. ft.com) Working in Hong Kong is no longer worth the risk for many companies. wsj.com) Qatar helped facilitate the return of four abducted Ukrainian children.

Financial Advising 222

Financial Advising Media Communication Banking 222

Advisor Perspectives

JANUARY 10, 2023

The question that obsessed financial markets last year was when and where US inflation would peak. The 2023 version will likely be how far, and how fast, it comes down.

Economy 52

Economy Financial Market Marketing Marketing 52

Abnormal Returns

JANUARY 30, 2023

nytimes.com) Funds How the launch of the SPDR S&P 500 ETF Trust ($SPY) changed financial markets. klementoninvesting.substack.com) Economy Signs that the U.S. (slate.com) What to do with job satisfaction surveys. morningstar.com) Why sustainable funds can charge a premium. consumer is tightening their belts.

Financial Advising 219

Financial Advising Media Valuation Economy 219

Abnormal Returns

NOVEMBER 3, 2022

bbc.com) Economy Still no sign that layoffs have accelerated. abnormalreturns.com) Why rough edges remain in financial markets: people. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (observer.com) Should artists fear AI image generators?

Financial Advising 208

Financial Advising Media Banking Economy 208

Abnormal Returns

JULY 14, 2022

(morningstar.com) Comparing the last three big bear markets. theinformation.com) Jamie Dimon is cautious about the economy. nytimes.com) Economy Weekly initial unemployment claims continue to climb higher. economy is a slowing housing market. pragcap.com) Where indicators of financial market stress stands.

Marketing 130

Marketing Marketing License Financial Advising 130

The Big Picture

SEPTEMBER 21, 2022

We must keep at it until the job is done.’ ( Wall Street Journal ) see also The “Data-Dependent” Fed and the Data Interpreting the mixed signals across the economy, with a focus on inflation, jobs, and market pricing. ( Don’t Take Financial Advice From Kanye West : Nothing fails quite like success. The Overshoot ).

Financial Advice 279

Financial Advice Engineering Economy Management 279

Abnormal Returns

OCTOBER 31, 2022

fortune.com) Economy Three things that are dampening economic pain, including remote work. abnormalreturns.com) Why rough edges remain in financial markets: people. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? wsj.com) Poland is planning to build nuclear power plants.

Financial Advising 226

Financial Advising Media Valuation Retail 226

Abnormal Returns

NOVEMBER 2, 2022

wsj.com) Economy The 3 month-18 month Treasury spread is almost inverted. abnormalreturns.com) Why rough edges remain in financial markets: people. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (wsj.com) Housing affordability is at a multi-decade low.

Portfolio 205

Portfolio Financial Advising Medical Retail 205

Abnormal Returns

DECEMBER 25, 2022

Strategy Six things that don't change in financial markets including the attraction of 'shiny objects.' nytimes.com) Economy What kind of landing is the U.S. economy going to have? ft.com) A look at the global economy at year-end. humbledollar.com) Why its both the best (and worst) time for individual investors.

Marketing 130

Marketing Marketing Financial Advising Economy 130

Abnormal Returns

NOVEMBER 6, 2022

tker.co) Economy The many ways the FOMC could mess things up. economy is missing a bunch of foreign-born workers. abnormalreturns.com) Why rough edges remain in financial markets: people. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? ritholtz.com) The U.S.

Financial Advising 130

Financial Advising Economy Media Taxes 130

Abnormal Returns

NOVEMBER 1, 2022

Markets How major asset classes performed in October 2020. capitalspectator.com) Don't be surprised to see the stock market rally before the economy bottoms out. klementoninvesting.substack.com) Economy The Fed is most hurting the middle class through rising rates. theringer.com) In America, lumber mills are moving south.

Accounting 130

Accounting Startup Financial Advising Valuation 130

Advisor Perspectives

OCTOBER 23, 2023

Greater stability in US Treasuries is needed for the smooth functioning of other segments of the financial market, housing and the economy more broadly, both in America and beyond.

Economy 52

Economy Financial Market Marketing Marketing 52

Abnormal Returns

NOVEMBER 4, 2022

hunterwalk.com) Global The Canadian economy continues to add jobs. washingtonpost.com) Housing The housing market is worse than you think. vitaliy.substack.com) The housing market is deteriorating faster than the data shows. nytimes.com) Economy You can find signs of weakness in the October NFP report if you look.

Asset Allocation 130

Asset Allocation Financial Advising Startup Economy 130

The Big Picture

JULY 29, 2023

 This week, we speak with Liz Hoffman , who is the business and finance editor at Semafor and author of “ Crash Landing: The Inside Story of How the World’s Biggest Companies Survived an Economy on the Brink.” She was previously a senior reporter at The Wall Street Journal, where she covered financial markets and corporate dealmaking.

Economy 130

Economy Government Financial Market Marketing 130

Abnormal Returns

OCTOBER 1, 2022

theirrelevantinvestor.com) A proper asset allocation is a precondition to avoid market-related panic. rogersplanning.blogspot.com) Joe Wiggins, "Financial markets are about the decisions made by other people." morningstar.com) Economy The August PCE price index increased 6.2% rental housing market is rapidly cooling off.

Asset Allocation 130

Asset Allocation Financial Advising Startup Media 130

Nationwide Financial

JUNE 15, 2023

That’s why at Nationwide Financial, we gather and share insights from our in-house thought leaders to help simplify what’s happening in the economy to help financial professionals shed light on potential opportunities in the financial markets. What will inflation do to my savings?

Clients 59

Clients Economy Economics Retirement 59

Discipline Funds

NOVEMBER 8, 2023

Macroeconomic Overview Our macroeconomic forecast for 2023 called for a year of disinflation and “muddle through” That means we expected the economy to remain sluggish and for inflation to show positive rates of change that were sequentially slower. To learn more about our investment management service please contact us here.

Asset Allocation 78

Asset Allocation Economy Financial Market Assets 78

The Big Picture

AUGUST 19, 2022

With surging inflation and a new war in Europe, the first half of 2022 was understandably gloomy for economies and financial markets around the world. My end-of-week morning train WFH reads: • Holes in the Recession Story. Project Syndicate ).

Startup 290

Startup Management Economy Financial Market 290

Discipline Funds

JUNE 6, 2023

On one side you have optimists who have been saying that the US economy remains robust and on the other side you have pessimists who are worried about recession and a potential 2008 scenario. In our view we’re still in the “muddle through” camp as it pertains to the economy.

Economy 86

Economy Asset Allocation Valuation Communication 86

Advisor Perspectives

MARCH 29, 2023

I’ve received more emails and calls from clients on the failure of SVB Bank than I did on the stock market crash in April of 2020. That tells me there is wide concern today about the stability of the economy and financial markets.

Banking 52

Banking Economy Financial Market Clients 52

Nationwide Financial

JANUARY 18, 2023

economy is in the late cycle period with the Fed responding to rapid inflation with a sharp tightening of financial conditions to slow domestic demand. Financial Markets: Nervousness about 2023 increases investor anxiety. Highlights from the Monthly Review for January 2023: The U.S.

Economy 98

Economy Economics Financial Market Marketing 98

The Big Picture

JUNE 24, 2023

You need to understand how corporations and the global economy generally function over the long haul. You also need a deep understanding of financial market history from booms to busts. You need to understand how math, statistics and probabilities work.

Math 260

Math Advertising Financial Advice Assets 260

Nationwide Financial

FEBRUARY 14, 2023

economy is in the late cycle period with the Fed responding to rapid inflation with a sharp tightening of monetary policy to slow domestic demand. Key Takeaways: Economic Review: Labor market is too hot for the economy’s own good Job growth was stunningly strong in January and the unemployment rate fell to its lowest level since 1969.

Marketing 52

Marketing Marketing Economy Economics 52

Bell Investment Advisors

JANUARY 4, 2024

Not to be left out, the bond market rose by 9% from its October low. Why did financial markets deliver such favorable results in December? Financial markets brought especially nice gifts to the owners of U.S. Sitting alongside strong returns in financial markets is a remarkably strong U.S.

Economics 52

Economics Financial Market Investment Advisor Government 52

Investing Caffeine

APRIL 3, 2023

In recent years, COVID and a ZIRP (Zero Interest Rate Policy) caused out-of-control inflation to swerve the economy in the wrong direction. Investors were generally relieved by the government’s response, and the financial markets reacted accordingly. economy has been greatly exaggerated. The S&P 500 rose +3.5%

Banking 105

Banking Economy Economics Government 105

Nationwide Financial

MARCH 3, 2023

Key Takeaways: Is the economy heading for a soft landing, a hard landing, or no landing at all? How could the financial markets be impacted under the different landing scenarios and what are they telling us now.

Marketing 52

Marketing Marketing Economy Economics 52

Abnormal Returns

OCTOBER 23, 2022

statnews.com) BlackRock’s ($BLK) financial markets advisory group has become a go-to resource for governments. libertystreeteconomics.newyorkfed.org) Economy Why isn't inflation falling? (wsj.com) Funding for future pandemic preparedness could run into problems in Congress. Ask consumers and businesses.

Financial Advising 100

Financial Advising Media Government Economy 100