The Big Picture

FEBRUARY 4, 2025

The transcript from this weeks, MiB: Apollo’s Torsten Slok on the US Economy & Trump 2.0 , is below. You know, most of the economists that you’re probably familiar with haven’t really had a good handle on the state of the economy over the past couple of years. He was just on such a roll.

Economy 257

Economy Banking Economics Taxes 257

Carson Wealth

APRIL 28, 2025

But what if demand craters across the economy and you’re stuck with goods you can’t sell? Congress also provides a cushion for the economy by raising deficits even further via tax cuts. Still, the economy chugs along around 1-2% real GDP growth. Do you keep hiring? Do you let people go to raise cashflow?

Marketing 78

Marketing Marketing Economy Manufacturing 78

Trade Brains

JULY 13, 2025

A vital pillar of the Indian economy, the real estate industry makes a substantial contribution to both GDP and employment in the country. crore, while its FY25 sales were Rs 3,294 crore, a 15% increase from the previous year. The company recorded its highest-ever real estate sales value of Rs 7,847 crore in FY25, up 31% YoY.

Pharmaceutical 59

Pharmaceutical Investing Investments Certification 59

The Big Picture

MARCH 9, 2025

Economy Shows Signs of Strain From Trumps Tariffs and Spending Cuts : Consumer and business sentiment is wobbling as fiscal support fades and fears rise that tariffs will lead to higher prices.( New York Times ) How the British Broke Their Own Economy : With the best intentions, the United Kingdom engineered a housing and energy shortage. (

Planning 194

Planning Economy Engineering Sales 194

Abnormal Returns

APRIL 24, 2023

ft.com) Don't discount Apple's ($AAPL) push into financial services. forbes.com) Economy The American consumer is getting more cautious. manufacturingdive.com) A case study in how influencers can drive sales of a product, i.e. Goli Apple Cider Vinegar Gummies. thereformedbroker.com) Income tax withholdings are in decline.

Marketing 264

Marketing Marketing Financial Advising Startup 264

Abnormal Returns

MAY 21, 2023

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. (awealthofcommonsense.com) Every investment plan needs some room for error.

Financial Advising 242

Financial Advising Startup Taxes Financial Services 242

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 Economics Manufacturing Clients 190

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

Marketing 143

Marketing Marketing Economy Retail 143

Indigo Marketing Agency

JULY 1, 2024

When the economy is changing all the time, you need more than just a good business plan to stay ahead of the competition. It needs a personalized, cutting-edge marketing plan, which is where a marketing agency for financial services comes in. They also make the sales process better and faster.

Financial Services 52

Financial Services Marketing Marketing Media 52

Trade Brains

SEPTEMBER 21, 2024

The company is planning a massive IPO worth ₹10,000 crore, which is set to be the largest initial share sale by a public sector company in India. HDFC Bank – HDB Financial Services HDFC Bank , one of India’s leading private sector banks, is preparing to unlock value from its non-banking finance arm, HDB Financial Services.

Banking 111

Banking Financial Services Insurance Assets 111

Carson Wealth

JULY 24, 2023

economy has accelerated over the past year, defying calls of recession amid the Fed’s aggressive rate hikes. In sum: Not only is there no recession, but the economy does not even appear to be headed for a “landing” at this point. Consumption was Strong Retail sales rose at a 4.7% Right now, it says the economy grew 2.4%

Marketing 98

Marketing Marketing Economy Retail 98

Carson Wealth

AUGUST 19, 2024

As we will discuss below in more detail, we still believe the US economy is just fine. Recession Narrative Fades on Strong Retail Sales As long as employment is strong, consumer spending will be strong. Those numbers were the underpinning of a large upside surprise in July retail sales. Headline retail sales came in at 1.0%

Retail 96

Retail Marketing Marketing Sales 96

Carson Wealth

JUNE 10, 2024

May job growth surprised to the upside with the economy adding a robust 272,000 jobs. How the consumer is tapped out, the economy is headed for a recession, only a few stocks are going up, and so on endlessly. What Matters for the Economy: Consumption (and Incomes) Consumption runs on incomes, and the picture there is positive.

Marketing 143

Marketing Marketing Economy Numbers 143

Carson Wealth

SEPTEMBER 23, 2024

Let’s Not Get Too Excited Yet Yes, stocks hit new highs across the board last week on optimism about an economy that would likely avoid a recession and a Fed that was now cutting rates. Amongst other things, the August retail sales report showed that online sales grew at an annualized pace of 15% over the past three months.

Marketing 96

Marketing Marketing Economy Economics 96

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 Economy 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. This newsletter was written and produced by CWM, LLC.

Marketing 96

Marketing Marketing Economy Retail 96

Discipline Funds

MAY 31, 2024

One problem with the recent data is that much of it is appearing sticky due to imputed costs such as financial services fees which surged in the beginning of the year. In 1999 e-commerce retail sales were virtually 0% and yet internet companies were valued as though retail sales were already 15.9%.

Food 96

Food Sales Retail Medical 96

Indigo Marketing Agency

DECEMBER 19, 2022

He’s coached thousands of financial service professionals on how to identify and serve more ideal clients. Steve Sanduski is a CFP® professional and personal coach to financial professionals. Ron is a household name among financial advisors and one of our personal heroes and mentors. Check out his Twitter feed here.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

Carson Wealth

JULY 29, 2024

Q2 GDP Growth Confirms Economic Resilience The economy grew at an annualized pace of 2.8% It’s a very solid, but not spectacular, number, just in the top half of all quarters since 2010, but looking at it in the context of the rate environment shows just how resilient the economy has been. almost broke the economy in 2019.

Marketing 97

Marketing Marketing Economy Transportation 97

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 Energizer Bunny Economy You just can’t put this economy down. Despite the U.S.

Marketing 96

Marketing Marketing Economy Government 96

Carson Wealth

OCTOBER 7, 2024

Strong Job Numbers Are Good News for the Economy and Markets There’s been valid concern that employment conditions are deteriorating, ever so slowly. If you combine wage growth with employment growth and hours worked, we get a sense of aggregate income growth across all workers in the economy. in April 2023 to 4.3% in 2019, 5.9%

Marketing 96

Marketing Marketing Economy Economics 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

The Big Picture

SEPTEMBER 12, 2022

KRISTEN BITTERLY MICHELL, HEAD OF NORTH AMERICAN INVESTMENTS, CITI GLOBAL WEALTH: It’s really interesting because I’m not someone that you would think would be the typical profile to end up in capital markets or — or sales and trading. BITTERLY MICHELL: … obviously, the United States, the global economy. BITTERLY MICHELL: Sure.

Clients 299

Clients Wealth Management Banking Investing 299

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

SEPTEMBER 30, 2024

The economy continues to surprise to the upside, as we will discuss more below. With earnings hitting new highs and the economy continuing to expand, it’s no wonder stocks have hit 42 new all-time highs in 2024. The economy grew at an annualized pace of 2.4% The reason for the rally? But let’s not lose sight of the big picture.

Marketing 96

Marketing Marketing Manufacturing Economics 96

Carson Wealth

JULY 8, 2024

The economy added 206,000 jobs in June, ahead of expectations of 190,000. Fortunately, the doers drive the economy; the thinkers only report on it. The economy created 206,000 jobs last month, above expectations for a 190,000 increase. These down cycles can adversely impact the productive capacity of the economy in future years.

Marketing 97

Marketing Marketing Economy Numbers 97

Carson Wealth

FEBRUARY 26, 2024

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. Since avoiding a recession is normal, falling concern about the economy isn’t contrarian in itself, but we do lose some extra fuel from bearish views unwinding.

Marketing 96

Marketing Marketing Valuation Economy 96

Trade Brains

JANUARY 6, 2023

Top 10 Companies in India by Market Capitalization: According to the 2021 data published by the International Monetary Fund (IMF), India is the sixth-largest economy in the world in terms of nominal Gross Domestic Product (GDP), which is valued to be worth US$ 3.04 TCS is now placed among the most valuable IT services brands worldwide.

Marketing 98

Marketing Marketing Banking Insurance 98

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

AUGUST 7, 2024

There are three main drivers: a weakening economy, the unwind of the yen carry trade, and the Federal Reserve (Fed) likely being way behind the curve on rate cuts. Leaving rates too high for too long slows the economy and hits small businesses and housing especially hard. was enough to start breaking the economy?

Economy 95

Economy Numbers Investing Investments 95

Trade Brains

AUGUST 13, 2022

The company has given a compounded sales growth of 37% and a profit growth of 62% in the last ten years. The company has given sales growth and profit growth of 8% and 19% in CAGR terms over the past 10 years respectively. The company earns about 52% of its revenues from the sale of movie tickets. Financial Services.

Financial Services 52

Financial Services Distribution Healthcare Sales 52

Carson Wealth

APRIL 24, 2023

Stocks have had a great start to 2023, and the economy continues to surprise to the upside. If one of the world’s largest economies is quickly advancing, what does that do for the odds of a U.S. We are still in that camp, and an improved Chinese economy does little to change our view. The economy grew by 2.1%

Marketing 52

Marketing Marketing Economy Sales 52

Carson Wealth

MAY 22, 2023

As we explain more below, the economy is presenting many positive signs that suggest a recession is unlikely, and stocks likely are sniffing this out. Economic data continues to come in strong, including for retail sales and vehicle production. Retail sales rebounded in April. The housing market is showing signs of recovery.

Marketing 52

Marketing Marketing Economy Economics 52

Carson Wealth

AUGUST 21, 2023

Retail sales surged in July and are up 5% over the past three months after adjusting for prices. The economy has surprised to the upside and stocks had one of their best starts to a year. Retail sales and food services rose 0.7% Four positive stories on the manufacturing front are tailwinds for the economy.

Marketing 52

Marketing Marketing Economy Retail 52

Brown Advisory

SEPTEMBER 21, 2022

waste services company Waste Connections and British pest-control firm Rentokil Initial are traditionally defensive businesses that typically benefit from local economies of scale in distribution, which can be incredibly hard for smaller players to compete with. Selling past the sale: cash flows from equipment servicing contracts.

Portfolio 86

Portfolio Manufacturing Financial Services Investing 86

Carson Wealth

JUNE 12, 2023

Carson’s leading economic index indicates the economy is not in a recession. We’ve believed for a while now that the bear market ended in October, but the financial media prefer the 20% definition. It can be hard to parse through it all and come up with an updated view of the economy after every data release.

Marketing 52

Marketing Marketing Economy Manufacturing 52

FMG

AUGUST 30, 2022

How to use your prospects’ natural cognitive biases to “ethically force” them to sign up for your financial services. The special “Layers” trick for instantly making your financial services more demanded and valuable. Shorten the sales cycle. Reduce the percentage of lost deals/sales. Increase lead quality.

Clients 52

Clients Financial Services Ethics Media 52