Wealth Management

MAY 14, 2024

Despite persistent concerns from clients about the state of the economy, indicators are either fine or improving, according to Cetera Chief Market Strategist Brian Klimke.

Wealth Management 308

Wealth Management Economy Clients Management 308

The Big Picture

JUNE 17, 2024

They are based on historical data that looks at 200 Years of Market Concentration. As the chart above shows, there are long periods of market concentration. These reflect the economic dominance of one specific part of the economy or another for very long periods of time. You might be surprised at the findings.

Marketing 316

Marketing Marketing Engineering Economics 316

Calculated Risk

FEBRUARY 4, 2025

This is a measure of labor market turnover. When the blue line is above the two stacked columns, the economy is adding net jobs - when it is below the columns, the economy is losing jobs. Note that hires (dark blue) and total separations (red and light blue columns stacked) are usually pretty close each month.

Numbers 269

Numbers Economy Marketing Marketing 269

Calculated Risk

NOVEMBER 5, 2024

economy may be dampening demand and price appreciation. Bureau of Labor Statistics, the economy added just 12,000 jobs in October 2024, the fewest in almost four years. Like much of the housing market at the moment, home prices remained relatively flat coming into the fall,” said CoreLogic Chief Economist Selma Hepp.

Economy 254

Economy Numbers Economics Marketing 254

Calculated Risk

MAY 12, 2025

From Matthew Graham at Mortgage News Daily: Mortgage Rates Jump to 2 Week Highs After US/China Trade Talks Tariffs and trade policy have been a new and important consideration for the bond market for just over a month now. That matters to mortgage rates because mortgage pricing is primarily determined by bond prices.

Economy 268

Economy Marketing Marketing 268

Calculated Risk

APRIL 16, 2025

Those policies are still evolving, and their effects on the economy remain highly uncertain. Both survey- and market-based measures of near-term inflation expectations have moved up significantly, with survey participants pointing to tariffs. As we learn more, we will continue to update our assessment. emphasis added

Economy 222

Economy Economics Marketing Marketing 222

Wealth Management

JULY 26, 2024

stock market, according to WealthManagement.com's Advisor Sentiment Index Financial advisors are still bullish on the prospects for the U.S.

Economy 298

Economy Financial Advisor Marketing Marketing 298

Abnormal Returns

MAY 11, 2025

Markets The impact of macro events can take longer than you think. humbledollar.com) 2025 is not that unusual stock-market wise. marginalrevolution.com) Economy How much economic activity got pulled forward due to tariffs? mrzepczynski.blogspot.com) Why gold has a unique reputation among investors.

Marketing 147

Marketing Marketing Economics Media 147

Calculated Risk

JANUARY 10, 2024

2) Employment: Through November 2023, the economy added 2.6 Or will the economy lose jobs? The bad news - for job growth - is that a combination of a slowing economy, demographics and a labor market near full employment suggests fewer jobs will be added in 2024. Or will the economy lose jobs? million jobs in 2023.

Economy 298

Economy Manufacturing Economics Sales 298

Abnormal Returns

OCTOBER 28, 2024

sherwood.news) Robinhood ($HOOD) is jumping into the prediction markets. on.ft.com) Fund management Franklin Templeton's ($BEN) Western Asset Management unit has missed out on the bond market rally. allfields.substack.com) Economy On the flip side of the national debt debate. economy at this point?

Financial Advising 276

Financial Advising Economy Media Management 276

The Big Picture

NOVEMBER 27, 2024

This is how models depict the economy. This is how the economy actually behaves. I think about that calm pond this time of year when the annual Wall Street forecasts for markets and the economy get released. Never confuse opinion marketing with actual, useful information. ~~~ Give thanks this weekend!

Economy 200

Economy Retail Portfolio Assets 200

Abnormal Returns

FEBRUARY 12, 2025

Markets The big multi-decade trends driving the U.S. stock market. awealthofcommonsense.com) The stock market is getting pricey, but that doesn't necessarily mean sell. markets are becoming less transparent and liquid. ft.com) Economy The January CPI number surprised to the upside. thinkadvisor.com) U.S.

Marketing 147

Marketing Marketing Media Economy 147

Calculated Risk

MAY 28, 2025

From the Fed: Minutes of the Federal Open Market Committee, May 67, 2025. Participants observed, however, that the ultimate extent of changes to government policy and their effects on the economy was highly uncertain. emphasis added

Economics 207

Economics Government Risk Management Economy 207

The Reformed Broker

JUNE 17, 2023

The post “Today’s market pivots from a funeral to a party as fast as a VFW hall.” There’s no denying that the tone of tr. ” appeared first on The Reformed Broker.

Marketing 351

Marketing Marketing Economy 351

Calculated Risk

APRIL 1, 2025

This is a measure of labor market turnover. When the blue line is above the two stacked columns, the economy is adding net jobs - when it is below the columns, the economy is losing jobs. Note that hires (dark blue) and total separations (red and light blue columns stacked) are usually pretty close each month.

Numbers 229

Numbers Economy Marketing Marketing 229

Zoe Financial

JANUARY 28, 2025

Market Timing vs. Time in the Market Updated January 28th, 2025 Reading Time: 4 minutes Written by: The Zoe Team Though these terms may sound similar, market timing is not the same as time in the market. It all comes down to human psychology and the relationship between markets and volatility. Lets take a poll.

Marketing 98

Marketing Marketing Financial Advisor Investments 98

A Wealth of Common Sense

JANUARY 21, 2025

economy has been in a recession for just two months out of the past 15-and-a-half years. economy has been remarkably resilient throughout the 2010s and 2020s. One of my favorite ongoing economic stats is the fact that the U.S. Sure, there have been some bumps along the way but the U.S.

Economy 122

Economy Marketing Marketing Economics 122

The Big Picture

DECEMBER 19, 2024

This is one of them: Chapter 1: The Creation of the Market In the beginning, the Trader created the Market and the Economy. The Market was formless and void, and volatility was upon the face of the indices. He created the first Bull Market, and optimism spread across the Exchange. ” And it was so.

Startup 230

Startup Portfolio Marketing Marketing 230

The Big Picture

JANUARY 2, 2025

This is true about equity and bond markets, specific company stocks, and economic data series. Consider this December 29, 2024, year-end review in Bloomberg : “By this time last year, the stock markets rally had blown past even the most optimistic targets, and Wall Street forecasters were convinced it couldnt keep up the dizzying pace.

Banking 345

Banking Planning Economics Investing 345

Calculated Risk

NOVEMBER 25, 2024

. • In particular, it examines the potential channels through which stress in crypto­-asset markets could be transmitted to the traditional financial system and ultimately disrupt the real economy. • wizards figures out a new way to turn lead into gold, and to become wealthy while damaging the financial system.

Assets 189

Assets Economy Marketing Marketing 189

Abnormal Returns

AUGUST 28, 2024

Markets The Fed's balance sheet continues to shrink. flowingdata.com) Economy We may enter a recession, but we aren't in one right now. bonddad.blogspot.com) Earlier on Abnormal Returns Personal finance links: the market canopy. sherwood.news) Money is flowing into the iShares 20+ Year Treasury Bond ETF ($TLT).

Marketing 268

Marketing Marketing Financial Advising Media 268

Wealth Management

JUNE 26, 2024

According to the Advisor Sentiment Index, financial advisors are feeling better about the prospects of the stock market, even as their view of the overall economy dims slightly.

Marketing 253

Marketing Marketing Financial Advisor Economy 253

Abnormal Returns

SEPTEMBER 8, 2024

thebasispoint.com) Why you can't just talk about 'bonds' as a single market. nytimes.com) Economy The risks of a recession are rising. Rates The yield curve inversion is over. mrzepczynski.blogspot.com) Mortgage rates have come down in anticipation of a Fed rate cut. finance.yahoo.com) Vanguard is now a 'no' on ESG shareholder votes.

Marketing 278

Marketing Marketing Financial Advising Economics 278

Calculated Risk

DECEMBER 4, 2024

Sales of farm equipment were a notable headwind to overall investment activity, and several contacts expressed concerns about the future prices of equipment given ongoing weakness in the farm economy. Labor Markets Employment levels were flat or up only slightly across Districts.

Economics 278

Economics Economy Sales Investments 278

Abnormal Returns

MAY 1, 2024

collabfund.com) Markets have to clear. marginalrevolution.com) Economy The manufacturing sector was treading water in April. klementoninvesting.substack.com) By any measure, the economy is better than it was four years ago. (capitalspectator.com) Hedge funds are overexposed to momentum. ft.com) Strategy Catalysts matter.

Marketing 278

Marketing Marketing Financial Advising Economy 278

Calculated Risk

NOVEMBER 14, 2024

Excerpt: The recent performance of our economy has been remarkably good, by far the best of any major economy in the world. The economy is not sending any signals that we need to be in a hurry to lower rates. The strength we are currently seeing in the economy gives us the ability to approach our decisions carefully.

Economy 147

Economy Economics Marketing Marketing 147

Abnormal Returns

MARCH 17, 2025

Markets Corrections happen more often than you remember. optimisticallie.com) Market moves just happen faster these days. on.ft.com) Robinhood ($HOOD) is teaming with Kalshi on sports markets. axios.com) Fund management How market concentration affects ETF index construction. paulkrugman.substack.com) The U.S.

Media 195

Media Economy Retail Management 195

Abnormal Returns

SEPTEMBER 5, 2024

industrial economy looks different than it did four years ago. apricitas.io) Economy Weekly initial unemployment claims ticked lower. priceactionlab.com) More evidence that American economy is stalling. (sportico.com) Manufacturing The U.S. bonddad.blogspot.com) Has gasoline demand in the U.S.

Financial Advising 274

Financial Advising Manufacturing Economy Marketing 274

Abnormal Returns

OCTOBER 27, 2024

Markets Jeff Somer, "Hedging and prediction markets are certainly worth knowing about, but for financial well-being, I believe that straightforward strategies are superior for most of us — as long as the great U.S. tker.co) The problem with broad emerging market indices. experiment endures." is booming.

Financial Advising 293

Financial Advising Economics Media Economy 293

Calculated Risk

APRIL 29, 2025

This is a measure of labor market turnover. When the blue line is above the two stacked columns, the economy is adding net jobs - when it is below the columns, the economy is losing jobs. Note that hires (dark blue) and total separations (red and light blue columns stacked) are usually pretty close each month.

Numbers 194

Numbers Economy Marketing Marketing 194

Calculated Risk

MARCH 7, 2025

economy continues to be in a good place. The labor market is solid, and inflation has moved closer to our 2 percent longer-run goal. Recent Economic Data Economic growth The economy has been growing at a solid pace. The labor market Many indicators show that the labor market is solid and broadly in balance.

Economics 162

Economics Economy Food Communication 162

The Big Picture

APRIL 15, 2025

That amplified the initial market reaction, with a lot of volatility and a significant drawdown. Whatever comes next seems random and driven by individual whimsor the bond market vigilantes. Think of this as the discounting function of the markets, assessing a range of corporate revenues and profits over the next four quarters.

Economics 318

Economics Economy Communication Marketing 318

Wealth Management

SEPTEMBER 18, 2024

The Federal Open Market Committee voted 11 to 1 to lower the federal funds rate to a range of 4.75% to 5%, after holding it for more than a year at its highest level in two decades.

Economy 259

Economy Marketing Marketing 259

Carson Wealth

NOVEMBER 4, 2024

If the economy remains strong (as we expect), that would matter much more than just about anything else. We will say this about the election — we could see some market volatility this week, although the extra days it took to determine the winner in 2020 actually saw market strength. on average. on average, well above the 7.1%

Marketing 96

Marketing Marketing Economy Numbers 96

Clever Girl Finance

APRIL 22, 2025

Recessions can bring layoffs, reduced hours, and shrinking markets. But while the economy slows, certain businesses remain steady, and some even thrive. Lets dive into 15 of the best recession-proof business ideas you can start today, even in a bad economy. Thats where recession-resistant businesses come in.

Economy 69

Economy Food Healthcare Economics 69

The Big Picture

FEBRUARY 14, 2024

 At the Money: Is War Good for Markets? February 14, 2024) What does history tell us about how war impacts the stock market? Can these patterns inform us of future bull market behavior? A 500% move in the stock market. Explain your dad’s thinking about how war plus inflation equals a stock bull market.

Marketing 317

Marketing Marketing Government Numbers 317

Abnormal Returns

MAY 27, 2025

Strategy Good luck trying to time the bond market. awealthofcommonsense.com) Despite public opinion, the stock market spends at lot of time near all-time highs. timharford.com) Economy Home price increases are slowing. optimisticallie.com) ETFs Money just keeps pouring into ETFs. wsj.com) Where is all that money coming from?

Media 182

Media Economy Marketing Marketing 182