Carson Wealth

MAY 13, 2024

Back-to-back double-digit quarters are rare, but they tend to happen in bull markets. Strong starts to the year are bullish signals, and this bull market is young. While some cracks may be forming, the economy remains on firm footing. Here are seven reasons we think the bull market is alive and well.

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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. Additionally, there was a notable increase in GST collections for January 2024, rising by 10.4%

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Advisor Perspectives

OCTOBER 10, 2023

The main risk to the global economy and asset prices from the Hamas attack on Israel is through oil markets. At this time, our baseline expectation is that market impacts from this conflict will be modest and transitory in nature.

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Abnormal Returns

JULY 14, 2022

Markets The yield curve is once again inverted. 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.

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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.

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Advisor Perspectives

OCTOBER 2, 2023

In this special mid-year podcast, Rob is joined by MFS Chief Economist Erik Weisman to discuss all things around the economy, including the rate of inflation, probability of recession, and other trends that may affect the financial markets and assets.

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Abnormal Returns

OCTOBER 29, 2023

Top clicks this week A big regime shift has happened in the economy and financial markets. ritholtz.com) The bond market bear market is pretty epic. wired.com) Bond bear markets are different than stock bear markets. mrzepczynski.blogspot.com) Byron Wien's 20 rules for investing and life.

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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. abnormalreturns.com) How market shocks affect our perceptions of risk.

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Nationwide Financial

JUNE 8, 2023

percent as tight conditions persist across the labor market. 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. Discussions on rate cuts are far off.

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Bell Investment Advisors

NOVEMBER 6, 2023

labor market. The broader economy surprises, too. With a seemingly unstoppable labor market and an economy that’s defied recession expectations, why have most financial markets declined since July? The post The Economy vs. Interest Rates appeared first on Bell Investment Advisors.

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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.

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Abnormal Returns

MARCH 26, 2024

Markets The equity risk premium is skimpy at the moment. 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.

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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.

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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.

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Carson Wealth

JUNE 12, 2023

Now with stocks up 20%, they have officially entered a new bull market and the 2022 bear is over. Stocks have officially entered a new bull market, increasing the odds of continued strength. Carson’s leading economic index indicates the economy is not in a recession. economy. on average one year after a 20% bounce.

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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.

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The Irrelevant Investor

JULY 5, 2022

On today’s show we discuss: The worst 6 months ever for financial markets After the stock market's worst start in 50 years, some see more pain ahead What's priced into the stock market? Follow us on Facebook , Instagram , and YouTube. Check out our t-shirts, stickers, coffee mugs, and other swag here.

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Carson Wealth

NOVEMBER 6, 2023

Although many were worried, the economy remained quite strong and odds were high the Fed was done hiking rates. Many sentiment indicators flashed extreme levels of fear prior to the market bottoming, consistent with major market lows. The October payroll report indicates the economy is slowing from its red-hot pace.

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Wealth Management

MARCH 11, 2024

The first terms of President Joe Biden and Donald Trump provide an idea about how they may manage the economy and how financial markets may react.

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Dear Mr. Market

AUGUST 19, 2023

Dear Mr. Market: Let’s first remind our readers again of who this “Mr. Market” character is. Over the past few decades, rarely have we seen such unprecedented market action but also a total tug of war between emotions, volatility, politics, and who will win ; the bulls or the bears.

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Abnormal Returns

OCTOBER 16, 2023

Bonds The bond market is going through its worst bear market in history. 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. correct link] (awealthofcommonsense.com) American household are buying up Treasuries.

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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.

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Abnormal Returns

JANUARY 30, 2023

Markets How worried should investors be about the debt ceiling drama? No, but the options market is changing. awealthofcommonsense.com) Rubin Miller, "The stock market is brashly indifferent to our opinions." nytimes.com) Funds How the launch of the SPDR S&P 500 ETF Trust ($SPY) changed financial markets.

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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.

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Abnormal Returns

MAY 23, 2023

Markets What price does Apple ($AAPL) need to hit to get to $5 trillion in market cap? theblock.co) AI Fake AI stories will continue to roil the financial markets. theverge.com) Economy The median new home sales price is down 15.3% allstarcharts.com) 30-year mortgage rates are pushing 7% again. from the peak.

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Carson Wealth

AUGUST 28, 2023

Even bull markets see periods of volatility, a point that may help put this year in perspective. Credit markets continue to show very few signs of economic stress. Recent economic data from China show that the world’s second largest economy is in trouble. economy is likely to be minimal. Any adverse impact on the U.S.

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Abnormal Returns

NOVEMBER 3, 2022

morningstar.com) How signaling happens in the options market. 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?

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Carson Wealth

JULY 10, 2023

We continue to hear predictions of a stock market fall and economic recession, but we disagree with both assessments. The latter is a sign of a healthy bull market, as it suggests a risk-on appetite. The big picture is the economy is normalizing. economy is growing along trend, or slightly above it.

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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. appeared first on Nationwide Financial. Looking for more podcasts from Nationwide Economics?

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Investing Caffeine

AUGUST 2, 2023

The stock market continued its fiery, blistering pace with the S&P 500 boiling higher by +3.1%, making the seven-month total gain of 2023 a spicy +20% (see chart below). Source: TradingEconomics.com Inflation Moving in the Right Direction After such a lousy 2022 in the financial markets, why such a searing return for 2023?

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Nationwide Financial

MARCH 15, 2023

The relationship between inflation and the economy and financial markets is a highly complex problem. The post Inflation’s impact on the stock market appeared first on Nationwide Financial.

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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 ).

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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.

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Nationwide Financial

OCTOBER 25, 2022

How could the midterm elections affect the economy? With all the uncertainty around the election outcomes, it’s hard to say what the impact on the economy will be after Election Day. That has helped sustain the economy through the COVID recovery, but seems unlikely to continue under divided government. See chart below.)

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Calculated Risk

MAY 21, 2024

Here are a few excerpts from a speech by then Fed Chair Alan Greenspan in April 2001: The paydown of federal debt "Today I want to address a subject in which your group and the Federal Reserve share a keen interest--the paydown of the federal debt and its implications for the economy and financial markets.

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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

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Abnormal Returns

NOVEMBER 2, 2022

(alephblog.com) Housing Higher land prices are holding back the housing market. 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?

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