Carson Wealth

MARCH 25, 2024

Take note, many of these bubble callers are the same bears that fought this bull market all the way up. Now they are taking a different angle on their incorrect calls and blaming a bubble for the stock market’s strength. It can’t be that they were wrong on fundamentals; it has to be that markets are acting irrationally.

Marketing 97

Marketing Marketing Economy Manufacturing 97

Carson Wealth

MARCH 4, 2024

The economy continues to appear in good shape. s consumer-driven economy. The amazing bull market continued, and the S&P 500 closed higher in both January and February. A significant reason to be skeptical of another inflation surge is what we’re seeing in the labor market. For one, wage growth is not accelerating.

Marketing 90

Marketing Marketing Economy Compliance 90

Carson Wealth

JULY 31, 2023

After a large reversal Thursday, stocks bounced back Friday, bolstered by the continued impressive performance of the economy (further details below). This has already been a historic year — the stock market experienced one of its best starts in 2023. If the markets experience weakness in the coming months, investors may be surprised.

Economy 52

Economy Marketing Marketing Compliance 52

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. The bottom line: A big first quarter could indicate the bull market is alive and well.

Marketing 96

Marketing Marketing Valuation Economy 96

Carson Wealth

APRIL 15, 2024

Even in Healthy Markets, Stocks Go Up and Down After more than a 30% total return on the S&P 500 over the last 12 calendar months, a five-month win streak, and a 27% rally in the first 100 trading days off the late-October lows, the market may finally be having a well-deserved break. But it’s unlikely to be an easy ride.

Marketing 97

Marketing Marketing Food Insurance 97

Carson Wealth

DECEMBER 4, 2023

One month ago, stocks were in a correction, fear was everywhere, and talk of a new bear market and a recession were in the news. The Fed is now expected to cut rates in 2024, which should help support both stock and bond markets. In other words, expect markets to chase year-to-date returns this month. over the last six.

Marketing 96

Marketing Marketing Economy Compliance 96

Brown Advisory

AUGUST 11, 2023

The Equity Beat: Old Economy Stocks Aging Like Fine Wine mhannan Fri, 08/11/2023 - 17:10 Unlike my good friends who frequent Baltimore’s finest dining establishments about as often as the division-leading Orioles win (you know who you are), I would never be confused for a wine connoisseur. was only marginally better. Source: FactSet.

Economy 98

Economy Manufacturing Clients Economics 98

Carson Wealth

JANUARY 16, 2024

Carson Investment Research 2024 Market Outlook: Seeing Eye to Eye We are targeting a total return of 11-13% for the S&P 500 Index in 2024 and 4-6% for the Bloomberg U.S. We also share a long-term view of markets, highlighting the persistence of the equity risk premium and the value of diversification. Aggregate Bond Index.

Investing 96

Investing Investments Marketing Marketing 96

Carson Wealth

NOVEMBER 27, 2023

The economy remains strong, the consumer is healthy, the wall of worry is intact, and manufacturing is bottoming. It wasn’t a popular view, but fortunately the market has played out close to how we expected. In fact, retail sales and food services are running at 5% above pre-pandemic trends, with no sign of slowing down.

Marketing 96

Marketing Marketing Manufacturing Retail 96

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. And that is what is happening now.

Marketing 97

Marketing Marketing Economy Government 97

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. Historically, shutdowns are short-lived, so markets don’t have much time to start reacting before they are over. Here are five takeaways.

Marketing 96

Marketing Marketing Economy Government 96

Carson Wealth

MARCH 11, 2024

The Bull Keeps Going We sound like a broken record, but that could be a good thing in a bull market, as stocks made more new highs last week. 15 years ago, stocks bottomed after the vicious bear market of the global financial crisis. The bottom line is the economy is strong because the labor market is strong.

Marketing 97

Marketing Marketing Economy Compliance 97

Carson Wealth

FEBRUARY 5, 2024

The economy created 353,000 jobs in January, surprising to the upside. Job gains continue to support income growth, which in turn supports consumer spending and the overall economy. For a broad view of our expectations for the economy, stocks, and bonds in 2024, download our 2024 Market Outlook. of the time. of the time.

Marketing 97

Marketing Marketing Economy Manufacturing 97

Carson Wealth

APRIL 22, 2024

Although we won’t pretend to know the answer, we do understand that while geopolitical events can cause near-term market volatility, they rarely cause major problems for markets longer term. Geopolitical worries are high, but historically the impact of global events on stocks has been short-lived, especially if the economy is strong.

Marketing 96

Marketing Marketing Economy Government 96

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. A “Goldilocks” December jobs report highlights sustained momentum for the economy as it continues its path to normalization. Can stocks do well after a year with a 20% gain?

Marketing 96

Marketing Marketing Economy Numbers 96

Carson Wealth

OCTOBER 30, 2023

While economic growth may have peaked in the third quarter, we expect the economy to remain supportive. Consumer services and government spending are likely to remain strong contributors to growth in the final quarter of the year. The market’s weakness over the past three months has not been fun for investors.

Marketing 96

Marketing Marketing Economy Government 96

Carson Wealth

FEBRUARY 12, 2024

One year ago, investors were being bombarded by talk of the bear market and an imminent recession. 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. So, what now? One year later the index had added another 12.5%

Marketing 97

Marketing Marketing Economy Investing 97

Carson Wealth

APRIL 1, 2024

The first three months of the year have been positive, marking a five-month streak of stock market wins. The market was only lower in 1987. During that year, the market rose a record 20.5% The average took a big hit those final nine months due to the 1987 stock market crash, but the median was a rather solid 8.2%.

Marketing 97

Marketing Marketing Economy Economics 97

Carson Wealth

MAY 20, 2024

Despite numerous analysts predicting an imminent recession and near-certain bear markets, we at Carson pushed back against those false narratives all year. Our stance has long been that investing is not about timing the market, but time in the market. That means resisting the temptation to pick market tops and bottoms.

Numbers 97

Numbers Marketing Marketing Insurance 97

Carson Wealth

NOVEMBER 20, 2023

Three weeks ago, stocks were down 10% from their late-July highs and most market pundits were predicting more pain to come. Although we at Carson didn’t see it that way, as discussed in this Weekly Market Commentary in real time, it was an uncomfortable period for most investors. at year-end. The good news going forward? in October.

Marketing 96

Marketing Marketing Economy Distribution 96

Brown Advisory

SEPTEMBER 19, 2023

Business Resilience in Portfolio Construction bgregorio Tue, 09/19/2023 - 05:12 Only Time Will Tell While the old adage “only time will tell” generally refers to a future outcome, it reflects our belief that a truly enduring investment must have proven to be resilient under a variety of macroeconomic circumstances.

Portfolio 52

Portfolio Investing Investments Financial Services 52

Brown Advisory

SEPTEMBER 21, 2022

Resilience is Core to Sustainable Portfolio Construction. While the old adage “only time will tell” generally refers to a future outcome, it is apropos of our belief that a truly sustainable portfolio must consist of businesses that have proven to be resilient under a variety of macroeconomic circumstances. Wed, 09/21/2022 - 10:50.

Portfolio 86

Portfolio Manufacturing Investing Investments 86

Carson Wealth

SEPTEMBER 18, 2023

Slowing core inflation, along with an easing labor market, likely means the Fed will pause rate hikes at its September meeting. This is encouraging, as the market needs to shake them out. This is another clue the overall market will likely go higher — it’s a positive sign when the aggressive areas of the market lead the defensive ones.

Marketing 96

Marketing Marketing Economy Retail 96

Carson Wealth

SEPTEMBER 11, 2023

Strong wage growth and lower inflation have helped the economy stay resilient. in 2022 during a horrible bear market and 4.8% in 2021 during a great bull market. Why Has the Economy Stayed Resilient? Many market participants hardly noticed. Many market participants hardly noticed. Who Holds U.S.

Marketing 93

Marketing Marketing Government Economy 93

Carson Wealth

JULY 24, 2023

As soon as we released our Mid-Year Outlook predicting the bull market to broaden out, we find the Dow Jones Industrial Index up nine days in a row. The Dow is currently on a 10-day winning streak, which is good news for markets. The bottom line: These are common events in bull markets, which is exactly where we think we are now.

Marketing 98

Marketing Marketing Economy Retail 98

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 271

Wealth Management Financial Services Banking Management 271

Carson Wealth

DECEMBER 18, 2023

Markets were off to the races after the Fed released its statement and economic projections. Bond yields fell, and equity markets rallied. This is outdated information as private market indices such as Apartment List show rents falling compared to last year. And the first cut could come sooner rather than later.

Marketing 96

Marketing Marketing Economy Investing 96

Carson Wealth

OCTOBER 16, 2023

Geopolitical events can be tragic; yet, in many cases the economy and stock markets take them in stride. An upside inflation surprise looked better beneath the surface, and the market response was appropriately muted. Markets are forward-looking and typically begin to weigh recovery even as uncertainty persists.

Marketing 96

Marketing Marketing Economy Compliance 96

Carson Wealth

SEPTEMBER 5, 2023

The bull market is alive and well, and we continue to expect new highs before year-end. That is more than the economy needs to keep up with population growth. However, more people stayed in the labor force to look for work, which is a sign of confidence in the labor market. That’s encouraging for consumption and the economy.

Marketing 89

Marketing Marketing Economy Compliance 89

Brown Advisory

SEPTEMBER 19, 2023

Importance of Business Resilience in Portfolio Construction bgregorio Tue, 09/19/2023 - 05:12 Only Time Will Tell While the old adage “only time will tell” generally refers to a future outcome, it reflects our belief that a truly enduring investment must have proven to be resilient under a variety of macroeconomic circumstances.

Portfolio 52

Portfolio Investing Investments Financial Services 52

Carson Wealth

FEBRUARY 26, 2024

Late February into mid-March historically can be troublesome, increasing the likelihood of the stock market taking a break after its record run. Overall, the bull market is alive and well and we continue to expect further gains for the S&P 500 in 2024. NVIDIA’s earnings may have delayed but not alleviated the coming decline.

Marketing 96

Marketing Marketing Valuation Economy 96

The Big Picture

OCTOBER 27, 2023

Business Insider ) • What’s Happening in the Bond Market? The rapid rise in interest rates in recent months has shaken investors and cast a cloud over the economy. ( New York Times ) Be sure to check out our Masters in Business next week with Michael Carmen , who is the Co-Head of Private Markets at Wellington Management.

Financial Services 242

Financial Services Assets Management Economy 242

Carson Wealth

JANUARY 22, 2024

Setting all-time highs is generally supportive for markets, and they’re even better if it’s been a year or more since the last one. As discussed in our 2024 Market Outlook, we believe the rate cuts would support a 4-6% total return for the Bloomberg U.S. The previous record high was set on Jan. They are perfectly normal.

Marketing 97

Marketing Marketing Economy Portfolio 97

Carson Wealth

FEBRUARY 20, 2024

Welcome to Late February The S&P 500 fell slightly last week, and it’s fair to say the market was due. Big picture: The bull market is alive and well, and we continue to expect higher prices overall in 2024. An upside inflation surprise and a shift in rate-hike expectations contributed to the market’s weakness.

Marketing 96

Marketing Marketing Economy Medicine 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. 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.

Marketing 96

Marketing Marketing Economy Numbers 96

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. In fact, the average drawdown from all-time highs for the S&P since 1950 is close to 10%. (

Retail 130

Retail Economy Engineering Financial Services 130

Trade Brains

JANUARY 1, 2024

Indian Stock Market Recap : Starting the Calendar Year 2023 (CY23) with a downtrend, the Indian stock markets later on experienced a significant rally with the Nifty 50 index delivering year-to-date returns of 19 percent and the Sensex delivering year-to-date returns of 18 percent. lakh crores.

Marketing 59

Marketing Marketing Numbers Economy 59