Cornerstone Financial Advisory

FEBRUARY 5, 2024

Instead, investors interpreted it as confirmation of a robust economy. It should not be considered a solicitation for the purchase or sale of the securities. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. a Registered Investment Advisor.

Marketing 82

Marketing Marketing Taxes Economics 82

Cornerstone Financial Advisory

MAY 22, 2023

1,2,3 Possible Debt Deal After stumbling on weak April retail sales and a combination of disappointing earnings and weak guidance from a major retailer, stocks moved higher mid-week as the news on the debt negotiations turned more positive. decline in April existing home sales. New Home Sales. An unexpected 2.2% Jobless Claims.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JANUARY 8, 2024

Jobs and services sector news painted a better picture of the economy on Thursday, but as the 10-year Treasury hit 4%, stock prices responded negatively. It should not be considered a solicitation for the purchase or sale of the securities. The return and principal value of investments will fluctuate as market conditions change.

Marketing 84

Marketing Marketing Taxes Economics 84

Cornerstone Financial Advisory

SEPTEMBER 5, 2023

1,2,3 Stocks Rise On Slowing Economy Investor sentiment turned positive last week as signs of economic softness were interpreted as reason for the Fed to hold off on further rate hikes. It should not be considered a solicitation for the purchase or sale of the securities. a Registered Investment Advisor.

Marketing 88

Marketing Marketing Economics Taxes 88

Cornerstone Financial Advisory

AUGUST 1, 2022

Undaunted by another Fed rate hike and news of a contracting economy, the stock market rallied last week on better-than-expected corporate earnings. Powell indicated that it might become appropriate to slow the pace of future hikes, and he didn’t believe the economy had entered into recession. Economy Contracts .

Marketing 84

Marketing Marketing Taxes Economics 84

Cornerstone Financial Advisory

JANUARY 17, 2023

Sustained declines in inflation, a rate hike cycle nearing an end, and a resilient economy that may avoid recession resulted in a broad-based rally. Retail Sales. Friday: Existing Home Sales. It should not be considered a solicitation for the purchase or sale of the securities. a Registered Investment Advisor.

Marketing 59

Marketing Marketing Taxes Investment Advisor 59

Cornerstone Financial Advisory

SEPTEMBER 6, 2022

The overhang of Fed Chair Powell’s Jackson Hole speech the previous week carried over into last week as investors recalibrated stock valuations amid a seemingly more assertive monetary policy stance. Employers added 315,000 jobs in August, maintaining the labor market’s remarkable resiliency amid a contracting economy. in August and 5.2%

Marketing 59

Marketing Marketing Taxes Investment Advisor 59

Cornerstone Financial Advisory

OCTOBER 31, 2022

Meanwhile, positive earnings surprises from “old economy” companies powered markets higher. It should not be considered a solicitation for the purchase or sale of the securities. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

Marketing 89

Marketing Marketing Economics Taxes 89

James Hendries

NOVEMBER 3, 2022

Still, as we survey what are better equity valuations, long-awaited income opportunities in the bond market, and a likely less-antagonistic Fed in 2023, there may be emerging reasons to believe that the next year may be more constructive than the last. All performance referenced is historical and is no guarantee of future results.

Clients 52

Clients Asset Allocation Investment Advisor Economics 52

Cornerstone Financial Advisory

JULY 17, 2023

Lower-than-forecast inflation on both consumer prices and producer prices sparked investor optimism that inflation may be able to fall further without tipping the economy into recession and provide the basis for the Fed to moderate its more hawkish rate hike stance. 6 This Week: Key Economic Data Tuesday: Retail Sales. Jobless Claims.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

OCTOBER 10, 2022

Falling yields further lifted investor enthusiasm, as did new economic data indicating a cooling economy. Friday: Retail Sales. It should not be considered a solicitation for the purchase or sale of the securities. The return and principal value of investments will fluctuate as market conditions change. Jobless Claims.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

MARCH 13, 2023

4 Powell’s Congressional Testimony Fed Chair Powell last week testified on Capitol Hill during which he acknowledged that the economy was running hotter than he had expected. Retail Sales. It should not be considered a solicitation for the purchase or sale of the securities. a Registered Investment Advisor.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

JULY 3, 2023

Weekly Market Insights: Economy Continues Upward Trend Presented by Cornerstone Financial Advisory, LLC Stocks posted gains for the week to close out a stellar month, aided by positive economic data and reports that all major banks had passed the Federal Reserve’s annual stress test. a Registered Investment Advisor.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

AUGUST 22, 2022

Despite the week’s losses, stocks exhibited resiliency in the face of a string of troubling economic news that included flat retail sales, weak housing numbers, an inversion in the yield curve, and tepid economic data out of China. New Home Sales. It should not be considered a solicitation for the purchase or sale of the securities.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

MARCH 27, 2023

4 The official announcement hinted that the Fed might soon be done with raising rates while also stating it was too early to ascertain the degree to which the economy could slow from the current banking strains. It should not be considered a solicitation for the purchase or sale of the securities. a Registered Investment Advisor.

Marketing 59

Marketing Marketing Taxes Banking 59

Cornerstone Financial Advisory

FEBRUARY 27, 2023

However, members diverged on the economy, with some members finding the risk of recession elevated. It should not be considered a solicitation for the purchase or sale of the securities. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

Economics 59

Economics Taxes Investment Advisor Investing 59

Cornerstone Financial Advisory

JULY 11, 2022

Recession fears were supported by an inversion in the yield curve and updated second-quarter Gross Domestic Product projections indicating the economy is ready to contract. Friday: Retail Sales. It should not be considered a solicitation for the purchase or sale of the securities. a Registered Investment Advisor.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

JANUARY 30, 2023

economy expanded at a 2.9% It should not be considered a solicitation for the purchase or sale of the securities. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

DECEMBER 5, 2022

He cited several areas of progress in the inflation fight, including a deceleration in interest rate sensitive parts of the economy, such as housing and supply chain improvement. It should not be considered a solicitation for the purchase or sale of the securities. a Registered Investment Advisor.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

AUGUST 29, 2022

Stocks rallied on Thursday, sparked by a revised Gross Domestic Product estimate showing the economy’s shrinking less than initially estimated. It should not be considered a solicitation for the purchase or sale of the securities. The return and principal value of investments will fluctuate as market conditions change.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

OCTOBER 24, 2022

Investors were approaching the new earnings season with a fair amount of trepidation amid an environment of higher interest rates and a slowing economy. Wednesday: New Home Sales. Durable Goods Sales. It should not be considered a solicitation for the purchase or sale of the securities. a Registered Investment Advisor.

Marketing 45

Marketing Marketing Taxes Economics 45

Cornerstone Financial Advisory

FEBRUARY 19, 2024

But stocks regained some momentum on Wednesday and rallied Thursday despite disappointing reports on both retail sales and industrial production for January. Existing Home Sales. It should not be considered a solicitation for the purchase or sale of the securities. 4 This Week: Key Economic Data Tuesday: Leading Indicators.

Marketing 95

Marketing Marketing Taxes Economics 95

Bell Investment Advisors

JUNE 29, 2023

My name is Laurent Harrison, Senior Investment Advisor and Financial Planner. Next, I think our listeners would probably like to hear your perspectives or your insights about the current economy in the U.S. economy today? Economy Today 08:31 Ryan Kelley: Actually, it looks pretty strong. 0:17 Ryan Kelley: Thanks.

Marketing 52

Marketing Marketing Banking Numbers 52

Bell Investment Advisors

MARCH 15, 2023

I’m a portfolio manager here at Bell Investment Advisors. But at the same time, you can imagine that if rates are going higher because the economy is really good and our profits on our stocks are going up, that effect of higher profits can actually overwhelm the suppressive effect of higher rates. Thanks for joining me.

Marketing 52

Marketing Marketing Investing Investments 52

Cornerstone Financial Advisory

MARCH 25, 2024

The rally continued through Thursday, boosted further by news that existing home sales rose 9.5 He added that if the economy keeps on its current course, that the FOMC would likely “begin dialing back policy restraint at some point this year.” 4,5 This Week: Key Economic Data Monday: New Home Sales. Pending Home Sales.

Marketing 94

Marketing Marketing Taxes Economics 94

Cornerstone Financial Advisory

FEBRUARY 12, 2024

economy has come into the spotlight. An analysis conducted by The Wall Street Journal recently proposed that the economy’s resilience could be attributed, at least in part, to the productivity driven by the technology sector. Retail Sales. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Marketing 95

Marketing Marketing Economics Taxes 95

James Hendries

AUGUST 23, 2022

Existing home sales fell 5.9% Existing home sales plummet but inventory stays low. Existing home sales fell 5.9% Although the rate of sales is slowing dramatically, the market is still short on supply of homes. At the current sales rate, it would take roughly three months to clear inventory [Figure 2].

Marketing 98

Marketing Marketing Sales Economy 98

James Hendries

MARCH 13, 2023

For the “no landing” crowd thinking strong consumer spending and low unemployment would keep this economy growing until the inflation fight is won, they now have to consider signs of stress in the banking system after the failure of SVB Financial (commonly known as Silicon Valley Bank). But valuations strongly favor value over growth.

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Assets Marketing Marketing Asset Allocation 52

Cornerstone Financial Advisory

APRIL 8, 2024

economy created 303,000 jobs in March—higher than economists’ expectations—while unemployment dropped slightly to 3.8 It should not be considered a solicitation for the purchase or sale of the securities. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

MAY 6, 2024

Then, on Friday, stocks pushed higher after the April jobs report indicated that unemployment ticked up and the economy slowed. It should not be considered a solicitation for the purchase or sale of the securities. The return and principal value of investments will fluctuate as market conditions change. Copyright 2024 FMG Suite.

Marketing 52

Marketing Marketing Economics Taxes 52

Brown Advisory

JULY 1, 2015

We don’t mean to make light of a very serious investment issue, but it seems to us that too much time is spent speculating about when the Fed will hike interest rates and not enough on the consequences of such a move and how one should think about being positioned when the inevitable happens. economy is stable and even strengthening.

Investing 52

Investing Investments Banking Economy 52

Cornerstone Financial Advisory

MAY 13, 2024

Stocks were still basking in the afterglow of fresh jobs data, which eased investor concerns of an overheating economy. Retail Sales. It should not be considered a solicitation for the purchase or sale of the securities. The return and principal value of investments will fluctuate as market conditions change.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

JANUARY 22, 2024

That and a stronger-than-expected holiday retail sales report put pressure on stock prices. The week was full of economic news that suggested continued resilience in the economy, which may add complexity to the Fed’s next decision. December retail sales came in strong, +0.6% a Registered Investment Advisor.

Marketing 64

Marketing Marketing Economics Taxes 64

James Hendries

JANUARY 13, 2023

The expectation was predicated on the view that inflation pressures would ease as global economies recalibrated to a post-pandemic environment. economy to avoid recession, and support above-average valuations. While our team underestimated inflation and the resulting hit to valuations last year, there were some wins.

Marketing 52

Marketing Marketing Valuation Asset Allocation 52

James Hendries

MARCH 6, 2023

Suggesting an economy makes “no landing” makes no sense. Economic activity does not stop like an airplane eventually does, but rather the economy will settle into a steady state where growth is consistent with factors such as population and productivity. Analogies eventually break down, especially this one. Why The “Landing” Analogy?

Marketing 52

Marketing Marketing Economy Economics 52

James Hendries

JUNE 20, 2023

As the economy is likely downshifting, investors should take heed that the Federal Reserve’s (Fed) current stance is eerily similar to early 2007. During that time, the Fed held a tightening bias since they believed the housing market was stabilizing, the economy would continue to expand, and inflation risks remained.

Marketing 52

Marketing Marketing Economy Communication 52

James Hendries

JULY 3, 2023

economy remains on solid footing, and expectations the Fed is close to completing its rate hiking campaign, bankers are hopeful they can begin taking a growing pipeline of companies public. economy and corporate America have has been impressive. Indexes are unmanaged statistical composites and cannot be invested into directly.

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Marketing Marketing Banking Valuation 52