Calculated Risk

APRIL 3, 2024

percent year-over-year, according to the March ADP® National Employment ReportTM produced by the ADP Research Institute® in collaboration with the Stanford Digital Economy Lab (“Stanford Lab”). The three biggest increases for job-changers were in construction, financial services, and manufacturing,” said Nela Richardson, chief economist, ADP.

Financial Services 67

Financial Services Manufacturing Economy 67

The Big Picture

OCTOBER 28, 2023

The creator economy, as it’s known, is now a global industry valued at $250 billion, with tens of millions of workers, hundreds of millions of customers and its own trade association and work-credentialing programs. But Adidas had been tolerating his misconduct behind the scenes for nearly a decade. ( trillion in client assets.

Wealth Management 268

Wealth Management Financial Services Banking Management 268

Carson Wealth

DECEMBER 11, 2023

It is important to remember that stocks lead the economy, both on the way up and the way down. To us, this is the market’s way of saying the economy will continue to see solid growth next year. Stocks tend to lead the economy, and several major indexes are near new highs, which is a good signal for the economy.

Marketing 143

Marketing Marketing Economy Compliance 143

Abnormal Returns

APRIL 23, 2023

axios.com) Apple ($AAPL) is being very deliberate in its approach to financial services. vox.com) Economy Earnings can fall even without an economic recession. Companies RIP, Bed, Bath & Beyond ($BBBY). ft.com) Pepsi ($PEP) is quietly working to make its products healthier. politico.com) Not every HOA sucks, but a lot do.

Financial Advising 130

Financial Advising Financial Services Manufacturing Economics 130

Carson Wealth

APRIL 29, 2024

The Headline GDP Number Masks a Strong Economy The economy grew 1.6% Excluding these categories provides a much clearer picture of actual spending and production in the economy, i.e., final demand after adjusting for inflation. After adjusting for inflation, the economy is almost 1% larger than the CBO projected.

Marketing 97

Marketing Marketing Economy Government 97

The Big Picture

NOVEMBER 1, 2023

My mid-week morning train WFH reads: • The pandemic has broken a closely followed survey of sentiment: Americans’ opinions about the state of the economy have diverged from reality : Americans are gloomy about the state of the economy. And it forces lawmakers to respond. ( trillion in client assets.

Retail 130

Retail Economy Engineering Financial Services 130

The Big Picture

OCTOBER 12, 2023

Three years into a mass workplace experiment, we are beginning to understand more about how work from home is reshaping workers’ lives and the economy. ( New York Times ) • The economy has been strong. My morning train WFH reads: • Here’s What We Do and Don’t Know About the Effects of Remote Work.

Ethics 130

Ethics Economy Financial Services Management 130

MarketWatch

MARCH 7, 2023

stock indexes opened modestly lower on Tuesday as traders awaited Federal Reserve Chairman Jerome Powell's testimony before Congress on the state of the economy. He will also be quizzed by the House Financial Services panel on Wednesday. The Dow Jones Industrial Average shed 5 points, leaving it nearly flat at 33,425.The

Financial Services 98

Financial Services Economy Banking Marketing 98

Mish Talk

DECEMBER 5, 2022

Supplier Deliveries is the only ISM ® Report On Business ® index that is inversed; a reading of above 50 percent indicates slower deliveries, which is typical as the economy improves and customer demand increases.) “The Huge PMI Divergences If you want to believe the economy is rip roaring, then you believe ISM. percent, 2.4

Economy 190

Economy Manufacturing Economics Healthcare 190

Carson Wealth

OCTOBER 9, 2023

The September payroll report confirms the economy is strong. Aggregate income is rising above the pace of inflation, and that’s powering the economy. Wage growth is easing, which should alleviate concerns that the economy is overheating. Expectations for a stronger economy are driving interest rates higher.

Marketing 134

Marketing Marketing Economy Government 134

Carson Wealth

OCTOBER 23, 2023

The economy has strong momentum, with growth accelerating since the first half of the year. Retail and food service sales have increased at an 8.6% Through June 2023, the economy grew 2.4% Since then, the economy has accelerated. At Carson, we have consistently believed the economy is resilient and will avoid a recession.

Marketing 143

Marketing Marketing Economy Retail 143

Abnormal Returns

APRIL 16, 2023

wsj.com) Charles Schwab ($SCHW) is unique in financial services. theatlantic.com) Economy Are tightening lending standards going to tip the U.S. (axios.com) The commercial real estate recession is going to take a while to play out. disciplinefunds.com) Finance Big banks avoided the Q1 banking crisis. into recession?

Financial Advising 130

Financial Advising Startup Financial Services Food 130

Carson Wealth

JANUARY 8, 2024

A “Goldilocks” December jobs report highlights sustained momentum for the economy as it continues its path to normalization. Goldilocks Job Numbers as Economy Powers Ahead The December payroll report was strong on the surface, with 216,000 jobs created last month and the unemployment rate firm at 3.7%. History says to expect it.

Marketing 96

Marketing Marketing Economy Numbers 96

Carson Wealth

MARCH 11, 2024

The bottom line is the economy is strong because the labor market is strong. The S&P 500 fell an eventual 57% from its October 2007 peak before bottoming on March 9, 2009, and finally ending the global financial crisis (GFC) bear market. The global economy was in shambles, and people were losing their jobs all around.

Marketing 97

Marketing Marketing Economy Compliance 97

Carson Wealth

MARCH 4, 2024

The economy continues to appear in good shape. s consumer-driven economy. More Signs the Economy Is Holding Up Looking Under the Hood at Inflation On Thursday, we received inflation data from the Personal Consumption Expenditure Index (PCE), the Federal Reserve’s preferred metric of inflation. across 2018-2019.

Marketing 90

Marketing Marketing Economy Compliance 90

Carson Wealth

JANUARY 29, 2024

Strong economic growth and better data should be viewed positively, as it shows the economy isn’t falling into a recession. The economy ran above trend last year, despite high interest rates. Economy: This Time Was Different, and That’s a Big Deal The U.S. economy grew 5.8% And that is what is happening now.

Marketing 97

Marketing Marketing Economy Government 97

Trade Brains

DECEMBER 31, 2022

Indexes play an important role as they also stand in the representation of a country’s market and economy. Financial Services HDFCBANK 8.96%. Financial Services ICICIBANK 7.76%. Financial Services HDFC 5.94%. Financial Services KOTAKBANK 3.31%. Financial Services BAJFINANCE 2.19%.

Financial Services 95

Financial Services Healthcare Banking Portfolio 95

Carson Wealth

NOVEMBER 27, 2023

The economy remains strong, the consumer is healthy, the wall of worry is intact, and manufacturing is bottoming. The Consumer Is Strong We’ve been hearing for two years that the consumer was tapped out and the economy was headed for a recession. Stocks rallied again last week and are now up four weeks in a row.

Marketing 96

Marketing Marketing Manufacturing Retail 96

Carson Wealth

APRIL 1, 2024

As long-time followers of this commentary know, we’ve been quite bullish on both the stock market and the economy for well over a year now. but all major economies based on their individual economic sensitivities, which we can then roll up to regional and global leading indicators. Could stocks fall in April? While our U.S.

Marketing 97

Marketing Marketing Economy Economics 97

Carson Wealth

DECEMBER 4, 2023

The economy overall remained firm and the consumer quite healthy all along, but the realization that inflation was no longer a headwind prompted stocks to rise. Fed officials are now acknowledging that inflation can fall even as the economy remains strong and unemployment stays low. What sparked the historic rally? over the last six.

Marketing 96

Marketing Marketing Economy Compliance 96

Carson Wealth

NOVEMBER 6, 2023

Although many were worried, the economy remained quite strong and odds were high the Fed was done hiking rates. The economy is normalizing, which could loosen tight financial conditions and boost cyclical activity. The October payroll report indicates the economy is slowing from its red-hot pace.

Marketing 96

Marketing Marketing Economy Numbers 96

Carson Wealth

SEPTEMBER 25, 2023

The Fed made a big shift in its projections and is now much more bullish on the economy. Expectations for a stronger economy also mean the Fed is projecting fewer rate cuts next year. Two: Fed members are buying that the economy is strong. That is a huge shift and an acknowledgement that the economy is strong.

Marketing 96

Marketing Marketing Economy Government 96

Carson Wealth

SEPTEMBER 5, 2023

That is more than the economy needs to keep up with population growth. That’s encouraging for consumption and the economy. The Labor Market Is Also Normalizing At the beginning of the year, we labeled our 2023 outlook “The Edge of Normal” as we expected markets and the economy to normalize in 2023.

Marketing 89

Marketing Marketing Economy Compliance 89

Trade Brains

MARCH 8, 2024

This benefited multiple companies that earn from activities in the financial markets. Both of them have millions of clients and offer financial services. Through its innovative approach and digital prowess, Angel One Limited continues to play a pivotal role in shaping the financial landscape for millions of Indians.

Planning 59

Planning Financial Services Retail Distribution 59

MarketWatch

JUNE 21, 2023

You know, I think that’s a pretty good guess of what will happen, if the economy performs as expected,” Powell said during testimony to the House Financial Services committee. “A big majority believes [they will] raise rates twice this year.

Financial Services 40

Financial Services Economy Marketing Marketing 40

Carson Wealth

APRIL 8, 2024

economy continues to look solid, with markets rallying Friday after a stronger-than-expected jobs report. Of course, markets will ultimately respond to movement in the economy and corporate America, which we discuss below. economy, and the job market is leading the way. last week, getting the first quarter off to a slow start.

Marketing 96

Marketing Marketing Valuation Economy 96

Carson Wealth

FEBRUARY 12, 2024

But now we have a healthy economy, well-contained inflation, a Federal Reserve set to cut rates, improving productivity, record earnings, and stocks at all-time highs. As we wrote in our 2024 Outlook, “Seeing Eye to Eye” ( download here ), productivity growth is a game-changer for the economy. equities in particular.

Marketing 97

Marketing Marketing Economy Investing 97

Discipline Funds

OCTOBER 6, 2023

Liars Poker was a book that both excited me about getting into the financial services industry and also made me deeply question the motives of people in the financial services industry. You see, most financial services ponzi schemes start with good intentions.

Compliance 76

Compliance Financial Services Government Economy 76

Carson Wealth

NOVEMBER 13, 2023

ECONOMY The economy saw blockbuster productivity growth in the third quarter. ECONOMY: PRODUCTIVITY GROWTH COULD BE A GAME CHANGER Lost in all the consternation over a weak payroll report this month was robust productivity data, which was released earlier. But this was not because the productive capacity of the economy expanded.

Marketing 96

Marketing Marketing Economy Startup 96

Carson Wealth

SEPTEMBER 11, 2023

Strong wage growth and lower inflation have helped the economy stay resilient. Why Has the Economy Stayed Resilient? A large part of the economy’s resilience has to do with a strong labor market that has surprised many economists and market-watchers. September can be a rough month for stocks, but it doesn’t have to be bad.

Marketing 93

Marketing Marketing Government Economy 93

Carson Wealth

NOVEMBER 20, 2023

That is particularly meaningful because households have more income to spend elsewhere — keeping consumption and the economy humming. The positive news from the October CPI report is the economy is experiencing broad disinflation, and there’s more to come. The October “surprise” came on the back of lower gasoline prices, which fell 5%.

Marketing 96

Marketing Marketing Economy Distribution 96

Carson Wealth

DECEMBER 18, 2023

He once again emphasized that the risk of not doing enough to curb inflation was now balanced with the risk of holding rates too high for too long (and potentially breaking the economy in the process). Lower interest rates can have significant positive effects on the economy, including on mortgage rates.

Marketing 96

Marketing Marketing Economy Investing 96

Carson Wealth

SEPTEMBER 18, 2023

At the same time, we do not expect Fed members to even hint that they’re thinking about cutting rates any time soon, especially since the economy continues to show strength, as evidenced by relatively strong retail sales and industrial production data last week. That will be a welcome break.

Marketing 96

Marketing Marketing Economy Retail 96

Trade Brains

AUGUST 19, 2022

Indexes play an important role as they also stand in the representation of a country’s market and economy. It is owned and managed by the India Index Service and Products (IISL). FINANCIAL SERVICES 8.55%. FINANCIAL SERVICES 7.11%. FINANCIAL SERVICES 5.68%. FINANCIAL SERVICES 3.53%.

Financial Services 52

Financial Services Healthcare Banking Pharmaceutical 52

Steve Sanduski

AUGUST 21, 2023

In a Nutshell: Referrals can be an important part of fixing the organic growth problem that has stalled many firms since the economy cooled. Within the practice, Alex specializes in working with high-net-worth individuals and multigenerational families. How Alex and her partners divide management and rainmaking responsibilities.

Clients 52

Clients CFP Marketing Marketing 52

Carson Wealth

JANUARY 16, 2024

We believe the odds of a recession remain low, with continued income growth, a recovery in rate-sensitive cyclical areas of the economy, and untapped potential for productivity gains helping to support the expansion. Market participants, strategists, policymakers, and the economy rarely saw eye to eye.

Investing 96

Investing Investments Marketing Marketing 96

Carson Wealth

JULY 10, 2023

The big picture is the economy is normalizing. Big Picture: The Economy Is Normalizing We started this year discussing how the economy has been at the “edge of normal” in our 2023 outlook. The individual country LEIs are subsequently rolled up into a global index to give us a picture of the global economy.

Marketing 52

Marketing Marketing Economy Manufacturing 52