Markets and Economy, Page 7
Anton's Weekly UPdate on markets, the consumer, jobs, housing, and the Fed
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Markets and EconomyConsumer Engine Still StrongLast week, the Bureau of Economic Analysis released its Consumer Spending report for July, and the result is the consumer engine is strong and building momentum. For the month of July, consumer spending increased year ovMarkets and EconomyInvestors Holding Their BreathIf it feels like the financial markets are lurching from news event to news event in recent weeks, you're right. They are. After a strong first half, investors are wondering if the good times are over or if the positive Markets and EconomyNo Help WantedThe 2020 pandemic set off a tsunami of labor disruptions and massive reshuffling of the employment market. First, government officials around the nation in 2020 followed health agencies' direction by passing mandates forMarkets and EconomyGood News! Stock Market Rally Finally StallsThis rally, since the start of the year, has been given many names. The most consistent is the “Rally Everyone Hates.” The primary reason is last year’s doom-sayers assured us of a recession if the Federal Reserve implemMarkets and EconomySmall Business Owners Still Concerned About The FutureThe National Federation of Independent Business (NFIB) issued yesterday their monthly report based on a survey among small business owners. The chart from this report illustrates the roller coaster of emotions among busiMarkets and EconomyFinancial Resilience Near Market Highs And Interest Rate ShiftsGreetings! Today, we're taking a thorough examination of the evolving financial landscape, focusing on key developments and their impact on your retirement journey.Markets and EconomyWas There Supposed to Be a Recession?In advance of 2023, the recession drum beats were so loud it was deafening. Market pundits warned that as the Fed raised interest rates, it was just a matter of time before the economy entered a recession.Markets and EconomyConsumer Driven Economy Powers OnWe have mentioned in past Weekly Briefs about the dynamics of our current multi-speed economy. Some sectors are doing (travel, retail, hospitality) while others are not doing so well (lending, banking, and commercial offMarkets and EconomyInvestors Find Hope as Stock Market Rallies on Positive Inflation DataStocks climbed last week as reassuring inflation data boosted investor hopes that the rate-hike cycle was nearing an end amid fresh economic data pointing to continued economic resilience.Markets and EconomyStock Market Insights on Balancing Subjective vs Technical AnalysisIn sports there are the subjective analysts and then those that take a technical approach to evaluate a team’s potential. On a subjective basis, the analyst would focus on attitude, team spirit, and managers ability to cMarkets and EconomyWhy Is the Stock Market Thriving Amidst Debt-Ceiling Uncertainty?Well, it's quite an unexpected scene right now in the U.S. stock market. Things are pretty mellow, even with the looming debt-ceiling crisis. And would you believe it, we've only got a handful of days left before the U.SMarkets and EconomyConsumers Concerned, Feds HappyLast Friday, the University of Michigan released its Consumer Sentiment bi-monthly report. The report is based on a survey conducted by Consumer Survey Center every two weeks contacting 600 households with 420 respondingMarkets and EconomyTiming is Everything, or Is It?Since Jerome Powell, Federal Reserve Chairman, announced early 2022 the Federal Open Market Committee (FOMC) rate hike campaign to slow inflation, analysts have predicted a recession in 2023. Recessions do not suddenly sMarkets and EconomyIs US in Recovery or Heading into a Recession?The Jerome Powell and the Federal Open Market Committee (FOMC) were in a real bind in 2020. They recognize the danger of ultra-low interest rates leading to hyperinflation. However, the coronavirus pandemic superseded ecMarkets and EconomySmall Business Owners Still in Recovery ModeI trust you had a pleasant Easter weekend having time with family or friends. This weekend we had our three adult children, their spouses, and their 10 children all together for the first time in ten years. The last timeMarkets and EconomySlowing and GrowingThe economic reports of the past several days indicate a slowing economy that continues to grow, albeit at a slower pace. The Federal Reserve's quick response early last year with their rate hike campaign appears to haveMarkets and EconomyBusiness Inventories Running LowOne indicator to watch to assess the economy's health is by monitoring inventories. Business owners and sales and purchasing managers are watching their business and customer activities to forecast how much inventory theMarkets and EconomyConsumers Emotion Out of Sync to their SpendingLast week the University of Michigan released its Consumer Sentiment Index for March, which dropped for the first time in four months. This report comes before any recent news about the banking industry, and I would expeMarkets and EconomyLessons from the Silicon Valley Bank CollapseIt was an extraordinary experience for the years we lived in Cupertino, AKA Silicon Valley. During the late 1990s, neighbors were becoming millionaires and some billionaires overnight when their companies had an Initial Markets and EconomyFactory Orders are RisingOn Monday, the Bureau of the Census, U.S. Department of Commerce. Released its monthly U.S. Factory Orders report. New orders for U.S. manufactured goods fell 1.6% month-over-month (MoM) in January after a 1.7% rise in D
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