Calculated Risk

JULY 22, 2023

The key report this week is the advance estimate of Q2 GDP. Other key reports include June New Home Sales, Personal Income and Outlays for June, and Case-Shiller house prices for May. For manufacturing, the July Richmond and Kansas City Fed manufacturing surveys will be released. The FOMC meets this week and is expected to raise rates 25 bp. -- Monday, July 24th -- 8:30 AM ET: Chicago Fed National Activity Index for June.

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Manufacturing Sales 130

The Big Picture

JULY 22, 2023

The weekend is here! Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • Planet Boglehead: Vanguard Struggles to Win Over the World : America’s quirky fund giant wants to sell itself to Europe. Is anyone buying? ( Businessweek ) • New Glut City : The city’s mega-office landlords are panicking, pivoting, and shedding what’s worthless.

Assets 130

Assets Clients Planning Management 130

Calculated Risk

JULY 22, 2023

At the Calculated Risk Real Estate Newsletter this week: • June Housing Starts: Record Number of Multi-Family Housing Units Under Construction • NMHC: "Apartment Market Continues to Loosen" • Will house prices decline further later this year? (pay) • NAR: Existing-Home Sales Decreased to 4.16 million SAAR in June • Final Look at Local Housing Markets in June • Lawler: Early Read on Existing Home Sales in June & 4th Look at Local Markets This is usually published 4 to 6 times a week and provi

Numbers 130

Numbers Sales Marketing Marketing 130

The Big Picture

JULY 22, 2023

This week, we speak with Jawad S. Mian, who is the founder and managing editor at Stray Reflections , an independent global macro research and trading advisory firm with a focus on major investment themes. His clients include some of the world’s largest hedge funds, family offices, and institutional investors. Mian studied finance and economics at the University of Western Ontario and is a CFA and CMT charter holder.

Economy 130

Economy Economics Banking Clients 130

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The Irrelevant Investor

JULY 22, 2023

Articles Envy is one of the most pervasive problems in today’s world (By Lawrence Yeo) While we do not believe AI is in a full-fledged bubble quite yet, historical patterns suggest this as a probable outcome. (By Kai Wu) Work and “traditional” jobs aren’t prisons you should seek to escape (By Jack Raines) Every single time—every single time I have sent an email in anger, I have regretted it.

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Trade Brains

JULY 22, 2023

What is Fibonacci Retracement : In the vast presence of nature, a unique pattern can often be observed from the minute of atoms to flowers to even the huge spirals in the galaxies. Astonishingly, this pattern can even be found in the stock market. This pattern is commonly referred to as the Fibonacci sequence, named after Leonardo Fibonacci who discovered this sequence.

Numbers 52

Numbers Risk Management Marketing Marketing 52

Abnormal Returns

JULY 22, 2023

Autos Motor vehicle thefts rates, especially Kia and Hyundai, are soaring. (axios.com) Roundabouts save lives. (time.com) EVs Ford ($F) is cutting F-150 Lightning prices. (wsj.com) Tesla's ($TSLA) margins are falling. (axios.com) EV charges may soon be a roadside assistance service. (wsj.com) EV owners have a big tire problem. (theatlantic.com) Environment Canada's wildfires have burned an area roughly the size of Lake Ontario, Lake Erie and Lake Michigan combined.

Medicine 130

Medicine Pharmaceutical Financial Advising Media 130

Advisor Perspectives

JULY 22, 2023

Head of Franklin Templeton Institute Stephen Dover recently moderated a panel of our leading economists and asked this key question: What’s in store for investors in the second half? Here’s a quick take on their answers.

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Advisor Perspectives

JULY 22, 2023

Economic indicators are released every week to help provide insight into the overall health of the U.S. economy. In this article, we examine indicators from the past week, such as inflation, that shed light on both inflationary trends and sentiment within the market.

Economy 40

Economy Economics Marketing Marketing 40