James Hendries

NOVEMBER 1, 2022

A broad range of data releases, from manufacturing and manufacturing input costs, used cars, gasoline prices, housing, rent, household spending, job openings, and money supply indicate that growth is easing and inflation is moderating as higher rates take their toll on the economy. The Economy Slows But Inflation Follows Too Slowly.

Marketing 52

Marketing Marketing Manufacturing Economy 52

James Hendries

OCTOBER 18, 2022

One way to assess downside is to look at the historical relationship between the Institute for Supply Management (ISM) Manufacturing Index and earnings growth. The S&P 500 is more manufacturing-heavy than the U.S. rather than 4%) could prop up valuations, stocks will likely take their cues from earnings in the near term.

Marketing 52

Marketing Marketing Valuation Economics 52

Sara Grillo

NOVEMBER 14, 2022

He is a flat fee advisor; not a licensed insurance agent. I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” Should advisors go to hell before selling an annuity?

Insurance 59

Insurance Financial Advisor Retirement License 59

James Hendries

AUGUST 15, 2022

Firms ramped up production and increased manufacturing payrolls by roughly 30,000 in July. New jobs in manufacturing are likely due to improved supply chains, and this sector should continue to add jobs as remaining supply bottlenecks improve. It is also a major component used to calculate the price-to-earnings valuation ratio.

Marketing 52

Marketing Marketing Economy Valuation 52

James Hendries

AUGUST 30, 2022

And although the Institute for Supply Management (ISM) manufacturing survey has been falling much of this year, the expansionary 52.8 It is a financial ratio used for valuation: a higher PE ratio means that investors are paying more for each unit of net income, so the stock is more expensive compared to one with lower PE ratio.

Marketing 52

Marketing Marketing Valuation Economics 52

James Hendries

OCTOBER 4, 2022

Market reforms, trade with the West, and allowing foreign investment led to an economic boom that was characterized by the World Bank as “the fastest sustained expansion by a major economy in history.” China’s trade relationship with the United States grew at such a rapid pace that it became the chief manufacturer of most imported goods.

Marketing 52

Marketing Marketing Economy Economics 52

James Hendries

JANUARY 26, 2023

Bear case: Inflation is still high, leading indicators are signaling recession, manufacturing activity and housing market have slowed significantly. Should the Fed pause after a March interest rate hike, the stage may be set for a nice stock market rebound on the back of falling inflation, reasonable valuations, and stable interest rates.

Marketing 52

Marketing Marketing Economy Economics 52