Carson Wealth

OCTOBER 23, 2023

The economy has strong momentum, with growth accelerating since the first half of the year. Economic indicators across consumption, income, industry and the labor market don’t point to a recession. October is known for extreme volatility, but it is also known for ending bear markets and corrections. 19 on average.

Marketing 143

Marketing Marketing Economy Retail 143

Abnormal Returns

APRIL 3, 2024

Markets A look back at Q1 2024 asset class returns. theringer.com) Economy How well does consumer sentiment correlate with the real economy? bonddad.blogspot.com) Part-time is not a negative for the economy if it isn't for economic reasons. bloomberg.com) How immigration is affecting the jobs numbers.

Financial Advising 228

Financial Advising Economy Media Economics 228

Trade Brains

DECEMBER 28, 2023

However, there are many other lesser-known indicators that can actually provide valuable insights and are helpful for the economy. Back in the autumn of 2001, he noticed that when the US economy was struggling due to the recession, lipstick sales were actually going up instead of down. Keep reading to find out what they are!

Economy 64

Economy Economics Sales Government 64

Carson Wealth

OCTOBER 9, 2023

But there’s an old saying that the market tends to rally on a wall of worry. The bull market turns one this week, which is a good sign as the second year of bull markets tend to be strong. The bull market turns one this week, which is a good sign as the second year of bull markets tend to be strong.

Marketing 134

Marketing Marketing Economy Government 134

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. The amazing bull market continued, and the S&P 500 closed higher in both January and February. Overall, the economy continues to be doing just fine.

Marketing 90

Marketing Marketing Economy Compliance 90

Abnormal Returns

APRIL 24, 2024

Banking The number of bank branches in the U.S. bloomberg.com) Economy The housing and manufacturing sectors are both range-bound. abnormalreturns.com) Research links: changing market equilibria. peaked in 2012. sherwood.news) Where SVB's business stands as JP Morgan ($JPM) looks to make inroads.

Financial Advising 224

Financial Advising Manufacturing Media Retail 224

Bell Investment Advisors

NOVEMBER 6, 2023

labor market. That’s occurred alongside an impressive number of jobs still unfilled. To be sure, the number of unfilled job openings has declined to 9.6 To be sure, the number of unfilled job openings has declined to 9.6 The broader economy surprises, too. First, let’s discuss the U.S. during the third quarter.

Economy 52

Economy Economics Investment Advisor Numbers 52

Carson Wealth

DECEMBER 11, 2023

It is important to remember that stocks lead the economy, both on the way up and the way down. To us, this is the market’s way of saying the economy will continue to see solid growth next year. Stocks tend to lead the economy, and several major indexes are near new highs, which is a good signal for the economy.

Marketing 143

Marketing Marketing Economy Compliance 143

Carson Wealth

JANUARY 8, 2024

The extreme strength since late October is consistent with major bull markets, and we expect this overall upward trend to continue in 2024. A “Goldilocks” December jobs report highlights sustained momentum for the economy as it continues its path to normalization. In fact, the average annual number of jobs gained from 2010-2019 was 2.2

Marketing 96

Marketing Marketing Economy Numbers 96

A Wealth of Common Sense

JANUARY 22, 2023

This continues to be one of the more confusing economic environments in history. Every other day the narrative switches between an imminent recession and a soft landing. Neither outcome would surprise me at this point. Some economic indicators are screaming slowdown while others are giving an all-clear.

Numbers 112

Numbers Economy Economics Marketing 112

Advisor Perspectives

MAY 31, 2023

Policymakers and advisors closely monitor these indicators to understand the direction of interest rates, as the data can significantly impact business decisions and financial markets. Several key economic indicators come out every week to help provide insight into the overall health of the U.S.

Economy 52

Economy Numbers Economics Financial Market 52

Abnormal Returns

DECEMBER 25, 2022

Strategy Six things that don't change in financial markets including the attraction of 'shiny objects.' wsj.com) Russia Putting a number on the Ukrainian children removed to Russia. nytimes.com) Economy What kind of landing is the U.S. economy going to have? ft.com) A look at the global economy at year-end.

Marketing 130

Marketing Marketing Financial Advising Economy 130

Zoe Financial

APRIL 8, 2024

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA April 08, 2024 Watch Time: 3 minutes Welcome to this week’s Market Drama! Stock Market Updates: The S&P 500 was down 1% for the week. Friday payroll number was higher than expected. Economies and markets fluctuate.

Marketing 52

Marketing Marketing Taxes Economics 52

Abnormal Returns

APRIL 2, 2024

Markets The VIX and credit spreads are both near multi-year lows. axios.com) Tesla's ($TSLA) inventory numbers are on the rise. bloomberg.com) Economy Justin Wolfers, "Psychologists describe anxiety disorders as occurring when the panic you feel is out of proportion to the danger you face.

Financial Advising 234

Financial Advising Media Economy Numbers 234

Brown Advisory

SEPTEMBER 13, 2023

The Equity Beat: Can the Swift Economy Remain on Stage? No less an authority on the economy than the Federal Reserve stated, “May was the strongest month for hotel revenue in Philadelphia since the onset of the pandemic, in large part due to an influx of guests for the Taylor Swift concerts in the city.” economy afloat this summer!

Economy 98

Economy Clients Economics Investing 98

The Big Picture

MARCH 13, 2024

At the Money: How To Know When The Fed Will Cut with Jim Bianco (March 13, 2024) Markets have been waiting for the Federal Reserve to begin cutting rates for over a year. Over the past few years, it seems as if markets have been obsessed with Federal Reserve action. How significant are rate cuts or hikes to the typical market cycle?

Numbers 280

Numbers Insurance Economy Marketing 280

Brown Advisory

AUGUST 11, 2023

The Equity Beat: Old Economy Stocks Aging Like Fine Wine mhannan Fri, 08/11/2023 - 17:10 Unlike my good friends who frequent Baltimore’s finest dining establishments about as often as the division-leading Orioles win (you know who you are), I would never be confused for a wine connoisseur. was only marginally better. Source: FactSet.

Economy 98

Economy Manufacturing Clients Economics 98

MarketWatch

FEBRUARY 3, 2023

economy is showing strength. Biden said in a statement at the White House: "I'm happy to report that the state of our union, and the state of our economy, is strong." reported that the number of new jobs created in January rose by 517,000, marking the biggest gain in six months. Biden spoke after the U.S.

Economy 98

Economy Government Numbers Marketing 98

Abnormal Returns

JANUARY 18, 2024

Markets Managed futures did not have a great 2023. economist.com) The German economy is stuck in the mud. semafor.com) In 2023 France had the fewest number of births since World War II. newsletter.abnormalreturns.com) Economy The 'Sahm rule' is not going to trigger any time soon.

Financial Advising 218

Financial Advising Economy Media Numbers 218

Abnormal Returns

JANUARY 30, 2024

Markets Should you invest in stocks when they are at all-time highs? ft.com) The Graystone Bitcoin Trust ($GBTC) is down to a ~36% market share. theblock.co) Economy Why the U.S. economy outperformed expectations in 2023. apricitas.io) The November Case-Shiller numbers showed a 5.1%

Pharmaceutical 207

Pharmaceutical Financial Advising Economy Media 207

Abnormal Returns

OCTOBER 24, 2023

Markets Money market funds are gorging on T-bills. ft.com) The markets are not expecting further Fed rate hikes. capitalspectator.com) Strategy A history of the pandemic era stock market boom (and bust). blockworks.co) Five insights from Zeke Faux's "Number Go Up: Inside Crypto’s Wild Rise and Staggering Fall."

Financial Advising 231

Financial Advising Economy Media Numbers 231

Carson Wealth

JANUARY 29, 2024

In 2022, positive economic data typically led to a sell-off in the stock market, and weak data often led to a rally. That wasn’t normal market behavior, and we are happy to report the market is reverting to more typical trends. The bull market continued last week, setting new highs. And that is what is happening now.

Marketing 97

Marketing Marketing Economy Government 97

Carson Wealth

APRIL 1, 2024

Looking at the numbers, more good news could be in store for the bulls. The first three months of the year have been positive, marking a five-month streak of stock market wins. The market was only lower in 1987. During that year, the market rose a record 20.5% But the odds favor more green numbers. While our U.S.

Marketing 97

Marketing Marketing Economy Economics 97

Abnormal Returns

DECEMBER 11, 2023

Markets Every major asset class, except commodities, is set for an up 2023. capitalspectator.com) The drop in bond yields reversed a lot of market trends. nytimes.com) Zeke Faux's "Number Go Up" isn't really a book about crypto. ft.com) Economy Consumers are finally pushing back against higher prices.

Media 229

Media Financial Advising Retail Economy 229

Carson Wealth

FEBRUARY 26, 2024

Late February into mid-March historically can be troublesome, increasing the likelihood of the stock market taking a break after its record run. Overall, the bull market is alive and well and we continue to expect further gains for the S&P 500 in 2024. NVIDIA’s earnings may have delayed but not alleviated the coming decline.

Marketing 96

Marketing Marketing Valuation Economy 96

Abnormal Returns

OCTOBER 27, 2023

Bonds The bond market is doing the Fed's work for it. ft.com) The bond market touches just about everything. nytimes.com) Strategy A big way how the stock market has changed over time. microcapclub.com) Hedge funds aren't the cure for market volatility. kyla.substack.com) Economy Americans just keep on spending.

Media 237

Media Financial Advising Economy Numbers 237

MarketWatch

APRIL 4, 2023

economy could be about to tip into a recession, following Tuesday’s data which revealed the red-hot labor market is finally loosening up. Because we’ve really seen job openings remain elevated for quite some time, today’s data was significant,” said Edward Moya, a senior market analyst for the Americas at OANDA Corp.

Economy 76

Economy Marketing Marketing Banking 76

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

A Wealth of Common Sense

NOVEMBER 25, 2022

And that number is probably understating things since many of the biggest companies aren’t technically in the tech sector. Technology stocks make up nearly 24% of the S&P 500. Amazon and Tesla are two of the biggest holdings in the consumer discretionary sector. Facebook, Google and Netflix are in the communications sector.

Economy 139

Economy Communication Numbers Marketing 139

MarketWatch

APRIL 3, 2023

AAPL is shaving an unspecified number of jobs within its corporate retail teams, according to a Bloomberg report on Monday. DIS, and others have suffered in the teeth of a shaky economy and sluggish consumer spending. Market Pulse Stories are Rapid-fire, short news bursts on stocks and markets as they move.

Numbers 40

Numbers Retail Economy Marketing 40

Zoe Financial

APRIL 22, 2024

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA April 22, 2024 Watch Time: 3.6 minutes Welcome to this week’s Market Drama! Stock Market Updates: The S&P 500 was down 3% for the week. 3rd week in a row that we’ve seen the market go down. 3 Factors Affecting the Market: 1.

Marketing 52

Marketing Marketing Taxes Economics 52

Abnormal Returns

FEBRUARY 21, 2024

Podcasts Barry Ritholtz talks with Jeffrey Hirsch about how the stock market performs during war. ritholtz.com) Khe Hy talks with Kyla Scanlon about lessons learned from the attention economy. morningstar.com) People work in retirement for any number of reasons. Rowe Price about non-financial considerations in retirement.

Retirement 221

Retirement Retirement Planning Portfolio Management Financial Advisor 221

Abnormal Returns

SEPTEMBER 8, 2023

awealthofcommonsense.com) Retailing Why retail workers are quitting in record numbers. businessinsider.com) Housing The Fed failed to kill the housing market. wsj.com) A record number of apartments are under construction. calculatedriskblog.com) Economy Q3 GDP is tracking at 3% growth.

Financial Advising 258

Financial Advising Retail Numbers Media 258

Carson Wealth

NOVEMBER 20, 2023

Three weeks ago, stocks were down 10% from their late-July highs and most market pundits were predicting more pain to come. Although we at Carson didn’t see it that way, as discussed in this Weekly Market Commentary in real time, it was an uncomfortable period for most investors. at year-end. The good news going forward? in October.

Marketing 96

Marketing Marketing Economy Distribution 96

Abnormal Returns

NOVEMBER 5, 2023

Markets Small and mid-cap stocks have badly lagged large caps. theringer.com) Barry Ritholtz talks with Zeke Faux author of "Number Go Up: Inside Crypto’s Wild Rise and Staggering Fall." currentaffairs.org) Economy The Sahm rule did not trigger in October 2023. traderfeed.blogspot.com) Why cycles of speculation keep happening.

Assets 211

Assets Financial Advising Healthcare Economy 211

Carson Wealth

SEPTEMBER 5, 2023

The bull market is alive and well, and we continue to expect new highs before year-end. That is more than the economy needs to keep up with population growth. However, more people stayed in the labor force to look for work, which is a sign of confidence in the labor market. That’s encouraging for consumption and the economy.

Marketing 89

Marketing Marketing Economy Compliance 89

Abnormal Returns

DECEMBER 31, 2023

Markets Asset class returns were pretty green in 2023 except for commodities. theatlantic.com) The DOE has successfully timed the oil market. marginalrevolution.com) Global Home ownership is out of reach for an increasing number of Australians. nytimes.com) Economy The economic graph of 2023.

Financial Advising 228

Financial Advising Medical Economy Economics 228