#110 - Summer Pause and Rebound

#110 - Summer Pause and Rebound

As we forecast in June, the US stock market to enter a period of weakness with stock prices declining during the summer after the major indices had a solid rally in the first half of 2024. The reasons for summer weakness vary from one year to the next, but the consistent pattern is unmistakable. This summer, the rationale given why investors were reducing stock allocations included disappointment the Feds have not lowered interest rates, concerns about the wars in Israel and Ukraine, stocks were overpriced to their earnings, and weak housing market. In this Update we review reports released by the Federal Reserve Banks on businesses leader sentiment and their forecasts for the next six months. More importantly, read about our views of the stock market rebound and if it will continue to the end of the year.

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(167)

#151 - Signals of a Stock Market Crash

#151 - Signals of a Stock Market Crash

Investors are enjoying a robust stock market rally with NASDAQ and possibly the S&P 500 completing three consecutive years of 20%+ annual gains. Meanwhile, Berkshire Hathaway has amassed a record-bre...

22 Okt 202524min

#150 - The Uneasy Rebound: Why Small Business Optimism Remains Fragile

#150 - The Uneasy Rebound: Why Small Business Optimism Remains Fragile

Small business owners have endured a difficult four years. Before the global COVID-19 pandemic, many were benefiting from economic growth between 2017 and 2020. But when the pandemic struck, supply ch...

14 Okt 202515min

#149 - Housing Boom or Bust?

#149 - Housing Boom or Bust?

My selection of reports to write about is getting narrowed as multiple reporting US Federal agencies have stopped releasing economic data due to the Federal government shutdown. However, just before ...

8 Okt 202517min

#148 - Imports and Exports Costs Declining

#148 - Imports and Exports Costs Declining

Last week we reviewed the changes in prices from manufacturers and producers. Based on the reports from the US Bureau of Labor Statistics, the annual increase of the Producer Price Index (PPI) declin...

24 Sep 202515min

#147 - Inflation is Down and Tariffs are Up?

#147 - Inflation is Down and Tariffs are Up?

To determine the future costs of consumer goods one needs to monitor the costs to producers. If producer costs go up then it is only a matter of time until your costs increase at the retail level. R...

16 Sep 202520min

#146 - Rescue Work in Hunt, Texas

#146 - Rescue Work in Hunt, Texas

Many of you read about the tragedy in the small town of Hunt in the Texas Hill Country. Torrential rain poured from July 4th to the 7th and then resumed again July 12 -13. The Guadalupe River that ...

3 Sep 202516min

#145 - The Stagnant Housing Market of 2025

#145 - The Stagnant Housing Market of 2025

After the Federal Reserve raised their discount rate 500% in 2022 and 2023 taking mortgage rates up with them, housing activity has hit a brick wall. Since mid-2023, prospective home buyers have rema...

27 Aug 202521min

#144 - Perception vs Reality

#144 - Perception vs Reality

There is a widening range of sentiments between individuals and business owners. The question is who is right and is perception reality? As we have mentioned in past Updates, consumers have only been...

20 Aug 202518min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
rss-skravla-gar
rss-pa-konto
pengesnakk
pengepodden-2
tid-er-penger-en-podcast-med-peter-warren
finansredaksjonen
stormkast-med-valebrokk-stordalen
utbytte
morgenkaffen-med-finansavisen
livet-pa-veien-med-jan-erik-larssen
rss-sunn-okonomi
liberal-halvtime
rss-markedspuls-2
lederpodden