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Sunday links: fast pivots

Abnormal Returns

wsj.com) Apple ($AAPL) is playing the long game in financial services. washingtonpost.com) Economy American consumer behavior is normalizing. tker.co) The mix of light vehicle sales keeps shifting toward pickups and SUVs. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

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Market Commentary: Another October Low Forming?

Carson Wealth

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. The September retail and food services sales data underlined the economy’s momentum.

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Market Commentary: Earnings Season Flouts Calendar Effects

Carson Wealth

We Aren’t Alone Anymore A year ago, we told anyone who would listen that the economy would likely avoid a recession and stocks were going to have a great year. Another data point from the recent GFS caught our attention: The number of managers looking for ‘no landing’ is rising. We see that all over NVIDIA’s earnings numbers.

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Market Commentary: Checking In on Market Fundamentals

Carson Wealth

economy continues to look solid, with markets rallying Friday after a stronger-than-expected jobs report. gain, but not a bad number by any means. 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.

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Market Commentary: More Seasonal Choppiness

Carson Wealth

Housing makes up 40% of core inflation, and the August numbers showed the official data is catching up to private rental data, albeit slowly. Retail sales have now increased at an annualized pace of 5% over the past three months, while manufacturing activity is also showing an uptick despite negative sentiment. That slowed to a 5.5-7%

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Market Commentary: The Rally Continued

Carson Wealth

Also, the number of NYSE stocks on the rise surged, which is exactly what was needed for the next phase of this bull market to continue. That is particularly meaningful because households have more income to spend elsewhere — keeping consumption and the economy humming. in October. Over the last six months, core CPI has run at a 3.2%

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Market Commentary: Market Rally to Close April, But Be Wary of “Sell in May”

Carson Wealth

Sure, more volatility and negative headlines could happen, but with overall market sentiment extremely bearish and the economy on firmer footing than most investors seem to think, we suggest using seasonal weakness as an opportunity to add to core positions. economy expanded by only 1.1% return since 1950. in the first quarter.