Advisor Perspectives

MAY 31, 2023

Several key economic indicators come out every week to help provide insight into the overall health of the U.S. 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.

Economy 52

Economy Numbers Economics Financial Market 52

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

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.

Economy 98

Economy Manufacturing Clients Economics 98

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

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

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. (ft.com) Global The countries that first started raising interest rates are now cutting.

Financial Advising 209

Financial Advising Economy Media Numbers 209

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

Abnormal Returns

APRIL 2, 2024

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. Markets The VIX and credit spreads are both near multi-year lows.

Financial Advising 226

Financial Advising Media Economy Numbers 226

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. Apple has largely avoided the massive job cuts its peers at Meta Platforms Inc. MSFT, Amazon.com Inc.

Numbers 40

Numbers Retail Economy Marketing 40

Advisor Perspectives

JUNE 9, 2023

The first few years of the 2020s have seen a number of acute economic, financial, and geopolitical disruptions on a worldwide scale, and it will take time for the ultimate consequences of these shocks to be fully felt.

Economy 52

Economy Economics Numbers 52

Calculated Risk

NOVEMBER 7, 2022

It was interesting to watch these sectors recover as the pandemic impact subsided. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. This data is as of November 6th. Click on graph for larger image.

Economy 134

Economy Transportation Numbers Sales 134

Calculated Risk

SEPTEMBER 12, 2022

Notes: I've added back gasoline supplied to see if there is an impact from higher gasoline prices. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. This data is as of September 11th. Click on graph for larger image.

Economy 145

Economy Transportation Numbers Sales 145

Abnormal Returns

JANUARY 30, 2024

theblock.co) Economy Why the U.S. economy outperformed expectations in 2023. apricitas.io) The November Case-Shiller numbers showed a 5.1% (bloomberg.com) The Magnificent 7 are crushing active managers. ft.com) The Graystone Bitcoin Trust ($GBTC) is down to a ~36% market share. increase in national house prices.

Pharmaceutical 199

Pharmaceutical Financial Advising Economy Media 199

Calculated Risk

SEPTEMBER 26, 2022

Notes: I've added back gasoline supplied to see if there is an impact from higher gasoline prices. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. This data is as of September 25th. Click on graph for larger image.

Economy 137

Economy Transportation Numbers Sales 137

Calculated Risk

SEPTEMBER 5, 2022

Notes: I've added back gasoline supplied to see if there is an impact from higher gasoline prices. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. This data is as of September 4th. Click on graph for larger image.

Economy 139

Economy Transportation Numbers Sales 139

Calculated Risk

AUGUST 8, 2022

Notes: I've added back gasoline supplied to see if there is an impact from higher gasoline prices. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. This data is as of August 7th. Click on graph for larger image.

Economy 139

Economy Transportation Numbers Sales 139

Carson Wealth

APRIL 29, 2024

While the GDP number for the first quarter disappointed, strength was evident beneath the surface. The weakest numbers were in areas that are volatile and tend to reverse, such as inventories and net exports. The core numbers were solid again and didn’t change our basic outlook for the rest of the year. in the first quarter.

Marketing 97

Marketing Marketing Economy Government 97

Calculated Risk

AUGUST 1, 2022

Apple has discontinued "Apple mobility", and restaurant traffic is mostly back to normal. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. This data is as of July 31st. Click on graph for larger image.

Economy 144

Economy Transportation Numbers Sales 144

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 277

Numbers Insurance Economy Marketing 277

MarketWatch

APRIL 4, 2023

The number of U.S. stock indexes fell on Tuesday, with the Dow and S&P 500 both snapping a 4-session win streak, as economic data showed more signs of a sputtering U.S. The Dow Jones Industrial Average DJIA fell about 198 points, or 0.6%, ending near 33,403, while the S&P 500 index SPX shed 0.6%

Economy 75

Economy Manufacturing Economics Numbers 75

Abnormal Returns

DECEMBER 11, 2023

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. econbrowser.com) If you are looking for signs of weakness in the economy, here they are. (capitalspectator.com) The drop in bond yields reversed a lot of market trends.

Media 220

Media Financial Advising Retail Economy 220

The Big Picture

DECEMBER 8, 2023

That is a significant number to recall whenever people posit we either are in, or just were in, or are about to tumble into a recession. but most months, the specific number is more or less a rounding error. It was that 157.087 million people are employed full-time in the United States.1 This is not a popular opinion.

Numbers 258

Numbers Retirement Economy Accounting 258

Abnormal Returns

FEBRUARY 21, 2024

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. wsj.com) An increasing number of retirees feel 'trapped' in their Medicare Advantage plans. Rowe Price about non-financial considerations in retirement.

Retirement 213

Retirement Retirement Planning Portfolio Management Financial Advisor 213

Abnormal Returns

NOVEMBER 5, 2023

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. stayathomemacro.substack.com) How the current post-Covid economy resembles the post-WWII economy. crr.bc.edu) The U.S.

Assets 204

Assets Financial Advising Healthcare Economy 204

Calculated Risk

MAY 1, 2024

From the BLS: Job Openings and Labor Turnover Summary The number of job openings changed little at 8.5 Over the month, the number of hires changed little at 5.5 million while the number of total separations decreased to 5.2 The number of job openings (black) were down 12% year-over-year. Within separations, quits (3.3

Numbers 69

Numbers Economy Marketing Marketing 69

Abnormal Returns

OCTOBER 24, 2023

blockworks.co) Five insights from Zeke Faux's "Number Go Up: Inside Crypto’s Wild Rise and Staggering Fall." bloomberg.com) Global Germany's economy has badly lagged since the pandemic. frontofficesports.com) Economy Why economists have gotten the post-pandemic economy so wrong. ft.com) Xi has chosen control over growth.

Financial Advising 223

Financial Advising Economy Media Numbers 223

Abnormal Returns

SEPTEMBER 8, 2023

awealthofcommonsense.com) Retailing Why retail workers are quitting in record numbers. wsj.com) A record number of apartments are under construction. calculatedriskblog.com) Economy Q3 GDP is tracking at 3% growth. (morningstar.com) What investors get wrong about the 'Yale Model.'

Financial Advising 250

Financial Advising Retail Numbers Media 250

Calculated Risk

APRIL 2, 2024

From the BLS: Job Openings and Labor Turnover Summary The number of job openings changed little at 8.8 Over the month, the number of hires and total separations were little changed at 5.8 Note: The difference between JOLTS hires and separations is similar to the CES (payroll survey) net jobs headline numbers. million and 5.6

Numbers 105

Numbers Economy Marketing Marketing 105

Abnormal Returns

OCTOBER 27, 2023

If I had to describe the economy using one word, I would use “strong.” I know it can be tough to believe that, with all the doom and gloom you see in the media, but the numbers speak for themselves." (youngmoney.co) Kyla Scanlon, "Rather than ridicule new generations for questioning the status quo, we should empower them to redefine it."

Media 228

Media Financial Advising Economy Numbers 228

Abnormal Returns

MARCH 20, 2024

amycastor.com) Companies It's hard to wrap your head around the numbers with Nvidia's ($NVDA) new chips. entertainmentstrategyguy.com) Global It's hard to put a positive spin on Brexit for the UK economy. reuters.com) Economy By any reasonable measure, the average American is better off economically than they were four years ago.

Financial Advising 180

Financial Advising Startup Valuation Economy 180

Calculated Risk

AUGUST 22, 2022

Notes: I've added back gasoline supplied to see if there is an impact from higher gasoline prices. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. This data is as of August 21st. Click on graph for larger image.

Economy 110

Economy Transportation Numbers Sales 110

Calculated Risk

OCTOBER 31, 2022

It is interesting to watch these sectors recover as the pandemic subsides. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. These indicators are mostly for travel and entertainment. This data is as of October 30th. Click on graph for larger image.

Economy 102

Economy Transportation Numbers Sales 102

Calculated Risk

DECEMBER 26, 2022

It has been interesting watching these sectors recover as the pandemic impact subsided. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. This data is as of December 25th. Click on graph for larger image.

Economy 98

Economy Transportation Numbers Sales 98

Abnormal Returns

MARCH 30, 2024

economy continues to get more energy efficient. nytimes.com) How financial incentives are driving the rising number of bee colonies. abnormalreturns.com) Podcast links: the introvert economy. Ports need to accommodate them. ft.com) A history of bridge collisions. nytimes.com) Energy The U.S.

Pharmaceutical 245

Pharmaceutical Education Financial Advising Advertising 245

Abnormal Returns

DECEMBER 31, 2023

(marginalrevolution.com) Global Home ownership is out of reach for an increasing number of Australians. nytimes.com) Economy The economic graph of 2023. bonddad.blogspot.com) The American manufacturing economy is bumping along. bbc.com) Belarus is complicit in the abduction of Ukrainian children.

Financial Advising 220

Financial Advising Medical Economy Economics 220

Abnormal Returns

JANUARY 31, 2024

(wapo.st) Why is Apple ($AAPL) publicly touting its Apple Card spending numbers? blog.johnwallstreet.com) Economy The labor market continues to soften. spyglass.org) Sports The PGA Tour just scored a big, non-Saudi, investment. axios.com) The Baltimore Orioles are reportedly changing hands.

Financial Advising 208

Financial Advising Media Economy Economics 208

Calculated Risk

NOVEMBER 14, 2022

It was interesting to watch these sectors recover as the pandemic impact subsided. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. This data is as of November 13th. Click on graph for larger image.

Economy 98

Economy Transportation Numbers Sales 98