Abnormal Returns

JUNE 13, 2024

(mrzepczynski.blogspot.com) Apple New Apple ($AAPL) features could 'Sherlock' a number of third party apps. ft.com) Economy Weekly initial unemployment claims are clearly headed higher. ft.com) Economy Weekly initial unemployment claims are clearly headed higher. bonddad.blogspot.com) Food is no longer a big part of inflation.

Financial Advising 261

Financial Advising Food Media Economy 261

The Big Picture

JULY 25, 2022

How much will the economy slow in Q3 and Q4? How much will the economy slow in Q3 and Q4? There are other worrisome changes in consumer behavior: Two Wall Street Journal columns reported that a widespread switch towards cheaper store brands and less expensive names is already pressuring consumer food, beer and tobacco companies.

Economy 344

Economy Economics Engineering Food 344

The Big Picture

JULY 27, 2022

By any measure, we still have an enormous number of unfilled positions. This attests to the robustness of the labor economy, recession or not. The FRED database shows both Quits Rate in percentage change and Job Openings in 1000s. It’s just off the peak, but still extremely high by any measure.

Medicine 327

Medicine Numbers Food Insurance 327

Mish Talk

DECEMBER 16, 2022

Early Benchmark Methodology Preliminary (not-yet-benchmarked) state employment estimates from the Bureau of Labor Statistics (BLS) continue to be subject to significant revisions around turning points in the economy. Economy Added 263,000 Jobs in November" Both reports and mainstream in general miss the big picture captured in my lead chart.

Food 361

Food Sales Economics Retail 361

The Big Picture

NOVEMBER 1, 2023

I am not sure if they quite recognize the potential damage they are doing to the economy. Lack of Single Family Homes : We’ve discussed this before most notably in 2021, but home builders have wildly underbuilt the number of houses relative to population growth following the financial crisis (GFC).

Food 309

Food Economy Numbers Sales 309

The Big Picture

APRIL 10, 2023

Fundamental changes are taking place in the labor economy, especially within the service sector. This is most notable in various career choices, ranging from food service to retail to construction and manufacturing. Perhaps a few anecdotes 1 might illuminate this: We tend to cook during the week and go out to eat on weekends.

Retail 315

Retail Food Manufacturing Economy 315

The Big Picture

MARCH 13, 2024

And there’s a fair number of people who say 70%, two thirds of the stock market without any risk at all, market risk that is – sign me up for that. It’s a number that’s put out every Thursday for the previous week. That is, over the last 50 years, an extraordinarily low number. It’s a state program.

Numbers 280

Numbers Insurance Economy Marketing 280

Carson Wealth

MAY 20, 2024

April inflation data confirmed there is no need to panic about the first-quarter numbers. Despite the path of the economy, inflation, the election, geopolitics, or the Fed’s actions, what matters at the end of the day is what markets do. Core CPI inflation, which excludes food and energy, was up 3.6% year over year in April.

Numbers 97

Numbers Marketing Marketing Food 97

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

The Big Picture

JULY 27, 2023

That number has now reached nearly 32%. It’s up to you.” ( The Athletic ) • Jim Gaffigan’s Quintessentially American Comedy Gets Darker and Better : He’ll still joke about fast food. Her new book is Crash Landing: The Inside Story of How the World’s Biggest Companies Survived an Economy on the Brink.

Food 243

Food Economy Banking Numbers 243

Brown Advisory

SEPTEMBER 13, 2023

The Equity Beat: Can the Swift Economy Remain on Stage? What’s more, while the average ticket price (not resale) is around $200-$250, the average Eras “experience” – inclusive of outfit, food and beverage, travel and merchandise – has cost more than $1,300 per person. economy afloat this summer! cities over the past few months.

Economy 98

Economy Clients Economics Investments 98

Calculated Risk

DECEMBER 26, 2022

As an example, when the pandemic hit, I switched from being mostly positive on the economy to calling a recession in early March 2020. percent year-over-year and the November PCE price index, excluding food and energy, increased 4.7 1) Question #1 for 2022: How much will the economy grow in 2022? "My percent year-over-year.

Economics 285

Economics Sales Economy Banking 285

The Big Picture

FEBRUARY 14, 2024

So what were the numbers like after World War 1 and after World War 2? Jeff Hirsch : The numbers, it was about just around 500 percent, 517%, 521%, right in the just over 500%. And the Dow didn’t actually hit that number until, uh, it was July of 1992, but the S&P had the 500 percent move-in. Following both wars.

Marketing 309

Marketing Marketing Government Numbers 309

The Big Picture

NOVEMBER 10, 2023

Financial Times ) • The Land Where Inflation Is Good News : Food and energy price increases triggered by the pandemic and the Ukraine war are helping end the long, bleak era of Japanification. My end-of-week morning train WFH reads: • What the US got right that Europe did not : America’s post-pandemic recovery has left Europe in the dust.

Food 130

Food Assets Management Economy 130

Carson Wealth

DECEMBER 9, 2024

Optimism over lower taxes, a stronger economy, animal spirits, and strong earnings all were likely reasons for the surge. The economy created 227,000 jobs in November, close to expectations, which somewhat made up for the low 36,000 number in October (revised up from 12,000). For reference, the 2019 average was 166,000.

Marketing 69

Marketing Marketing Economy Manufacturing 69

Discipline Funds

MAY 28, 2024

The US economy has outperformed expectations by most metrics. 1 When we look at living standards it’s important to look at how people view “necessities” For example, in 1900 many items that were considered necessities included clothing, food and shelter. This is a huge number. What gives? Used cars CPI: -5.5%

Food 120

Food Medical Economy Financial Planning 120

Calculated Risk

DECEMBER 20, 2023

As an example, when the pandemic hit, I switched from being mostly positive on the economy to calling a recession in early March 2020. My guess is multi-family starts will decline in 2023 as rents soften and as the record number of housing units under construction are completed. Or will the economy lose jobs? "My range in 2023.

Economics 189

Economics Sales Economy Food 189

Wealth Management

JUNE 12, 2025

Number 8860726. Economists at Harvard , of all places, generated a big splash in 2023 when it released an exhaustive study that examined whether the extremely rich students being accepted into these institutions had more impressive academic profiles than the teenagers who fly economy. And it will suggest food stops.

Wealth Management 239

Wealth Management Financial Planning Planning Financial Advisor 239

The Big Picture

MARCH 4, 2025

Previously she was co-head of the bank’s Innovation Economy Group. Alright, so, so you go from public finance, how did you evolve towards co-head of innovation economy? So Barry Ritholtz : Let’s talk about your dual role, your, your co-head of innovation economy and your head of specialized industries.

Banking 130

Banking Economy Startup Marketing 130

The Big Picture

NOVEMBER 2, 2023

My morning train reads: • The Economy Is Great. Wall Street Journal ) • The Bond Market, a Sleeping Giant, Awakes : Soaring interest rates have the power to alter the direction of the economy and command the attention of Washington, our columnist says. ( Why Are Americans in Such a Rotten Mood? Here’s why.

Advertising 130

Advertising Portfolio Management Economy Food 130

Walkner Condon Financial Advisors

JANUARY 30, 2024

One definition , according to a speech delivered by Tom Barkin, the President of the Federal Reserve Bank of Richmond, is “where inflation completes its journey back to normal levels while the economy stays healthy”. One might then wonder 1) what are normal inflation levels and 2) what defines a healthy economy. during this period.

Economy 75

Economy Financial Advisor Banking Economics 75

Carson Wealth

OCTOBER 14, 2024

As long-time readers know, Carson Investment Research has been on record since November of 2022 that the lows were indeed in and prices were going higher, and that the economy would surprise to the upside and avoid a recession. month over month while core CPI (excluding food and energy) rose 0.3%. Want some more good news?

Marketing 96

Marketing Marketing Numbers Food 96

WiserAdvisor

JUNE 17, 2025

Whether it is finance, technology, healthcare, entertainment, or even food, fresh trends are emerging across the board. Want some numbers to back that up? over the next five years, while Apple is set to pump more than $500 billion into the American economy by 2029. economy is likely to see significant supply chain expansion.

Financial Advisor 59

Financial Advisor Ethics Healthcare Investments 59

Clever Girl Finance

OCTOBER 4, 2022

This is because consumers become concerned about the economy or have lost their jobs and means of income. Recession-proof businesses are usually in industries that are not severely impacted by a decline in the economy. Food and drinks, groceries. Here are 14 good businesses to start in a bad economy: 1. Food and beverage.

Food 105

Food Economy Healthcare Economics 105

Integrity Financial Planning

JANUARY 9, 2023

Between 1991 and 2021, annual inflation averaged 2.5%, close to the Federal Reserve’s desired 2% target, which many believe to indicate a healthy economy. [1] 1] However, in 2022, this number spiked to 9.1% due to increased costs of necessities like food, energy, and gas. [2]

Accounting 97

Accounting Retirement Economics Financial Planning 97

Fortune Financial

SEPTEMBER 19, 2023

While these exciting new developments garner a lot of attention, there are a number of other secular growth stories that, for investors, are equally worthy of attention. Older generations, too, are active in the pet economy as their pets afford them companionship now that their children have largely left the house. members to ~2.5

Food 95

Food Budgeting Economics Financial Advisor 95

Trade Brains

SEPTEMBER 30, 2023

Most traded Commodities in The World : Commodities are the basic essential materials of a good economy from which other by-products are manufactured. are required for the production of energy, food, clothing and other required products, that forms the basis of a globally growing economy.

Economics 119

Economics Food Manufacturing Government 119

Carson Wealth

OCTOBER 30, 2023

While economic growth may have peaked in the third quarter, we expect the economy to remain supportive. With the economy on firm footing and sentiment turning pessimistic, we remain optimistic a significant year-end rally is still possible. 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

DECEMBER 16, 2024

Core CPI, which excludes food and energy, also rose 0.3%, and is up 3.3% These numbers are clearly over the Feds 2% target. As you saw from the numbers above, inflation really isnt a problem anymore. Headline CPI rose 0.3% and is up 2.7% from last year. year over year. We clearly disagree with all of this.

Marketing 52

Marketing Marketing Insurance Food 52

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. 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.

Marketing 97

Marketing Marketing Economy Government 97

Carson Wealth

JULY 17, 2023

The Path to Lower Inflation Is Now Clear The June CPI report was a positive surprise, both in terms of the headline numbers as well as the underlying details. The good news is that food inflation is also easing a lot, rising at an annual pace of just 1.3% That comes out to a very impressive 12.2% average, not bad, not bad. annual pace.

Marketing 98

Marketing Marketing Food Economy 98

Carson Wealth

MAY 6, 2024

This Bull Market Is Still Young As we’ve been saying for close to 18 months, we think we are in a new bull market and the economy will avoid a recession over the coming year. Stocks gained for the second week in a row, as strong earnings, a dovish Fed, and a “Goldilocks” job number sparked buying. 3% since December.

Marketing 97

Marketing Marketing Economy Numbers 97

The Big Picture

SEPTEMBER 12, 2022

I wasn’t that typical person that did a number of, you know, internships during the summer, had that …. BITTERLY MICHELL: … obviously, the United States, the global economy. BITTERLY MICHELL: The food, we could talk about the food for a long period of time. So derivatives were a part where I was very intimidated.

Clients 290

Clients Wealth Management Banking Investments 290

Carson Wealth

MARCH 4, 2024

The economy continues to appear in good shape. The numbers suggest the slight near-term lift in inflation is a bump, not a new surge higher. s consumer-driven economy. Core PCE inflation, which strips out volatile food and energy components, has run at a 2.5% Overall, the economy continues to be doing just fine.

Marketing 90

Marketing Marketing Economy Compliance 90

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

Nationwide Financial

AUGUST 22, 2022

There is near record pessimism about the global economy and corporate profits. Back-to-work oriented spending, such as transportation, food, and childcare are also surging, further challenging consumer budgets. A net 58% expect a recession over the next 12 months, just below the levels in the financial crisis and the pandemic.

Marketing 98

Marketing Marketing Retail Budgeting 98

Carson Wealth

NOVEMBER 20, 2023

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. a year ago to 3.7% as of September.

Marketing 96

Marketing Marketing Economy Distribution 96