Podcasts about leading indicators

Measure, which allows statements about the economic situation in general of national economies

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Best podcasts about leading indicators

Latest podcast episodes about leading indicators

Against the Grain
National Journal Radio Episode 7: Polling 101

Against the Grain

Play Episode Listen Later Sep 26, 2022 34:31


How has the landscape of polling changed since the 2016 presidential election? Editor-in-Chief Jeff Dufour talks to Leading Indicators columnist and PRRI Research Director Natalie Jackson on the state of polling in 2022 and what to expect for the midterms.

MarketBeat Minute
MarketBeat Minute(2022-09-20)

MarketBeat Minute

Play Episode Listen Later Sep 20, 2022 1:00


Equities began the week on stable footing despite the previous week's large decline and the upcoming FOMC announcement on Wednesday. The Fed is expected to raise interest rates by 75 basis points on Wednesday and provide an outlook for the future of Fed policy. It is largely believed the Fed will continue to raise rates into the beginning of 2023 but at a much slower pace than what it has set so far. The risk is that inflation data will continue to accelerate as it has and push the Fed into ramping its posture once again. On the economic front, the NAHB home builders survey declined to a new low as demand and traffic dry up. The news is only the latest in a string of poor housing data that points to a major contraction in the industry and one that will have rippling effects throughout the economy. Also on tap this week is a read on building permits and housing starts as well as existing home sales and the Index of Leading Indicators.

MarketBeat Minute
MarketBeat Minute(2022-09-16)

MarketBeat Minute

Play Episode Listen Later Sep 16, 2022 1:00


Equities slipped again on Thursday with the S&P 500 falling more than 1.0% at the close of the session. The move is driven by a growing fear the US economy has been broken and will result in a serious recession over the next year or so. The day's move took the S&P to the lowest level in two weeks and has it on track to move even lower over the coming days. Next week the market will be on high alert for housing data in the form of Housing Starts and Permits and Existing Home Sales as well as the Index of Leading Indicators. The latest housing data suggests a 30% YOY decline in housing activity and there is a chance the figure could grow with the August data. As far as the leading indicators go, that index has been running negative for four consecutive months and is expected to show another decline in US economic activity.

Barb Schlinker The Real Estate Voice
What Happens When a House Sits Empty?

Barb Schlinker The Real Estate Voice

Play Episode Listen Later Sep 16, 2022 13:43


Segment 1 – What Happens When a House Sits EmptyWe air the Real Estate Voice show every Saturday, if you cannot listen to the whole show, it is available on Barbs' site: BarbHasTheBuyers.com, OR search Barb & most podcasts like IHeart Radio.Every week the Real Estate Voice covers great information about people's primary assets – their home. What will we be covering today?• What Happens When a House Sits Empty• Should I Sell or Rent Out My Home in 2022• Top Questions to Ask Agents When Selling Your Home• Home Selling Checklist - How to Sell Up to 11% More EVEN in a Shifting Market & Hot New ListingsBarb, indications are the housing market is cooling off quickly, some people decide to move out of their homes first, then sell them. What are some issues with doing that?Why Vacate?• Moving• Empty for Estate Sale• Too Hard to Show with Family in Kids and Dogs, etcWhat Could Go Wrong?Adverse Possession. Happened several times to me:• Rave Parties• Squatters Move In• Agents Let Buyers Move in Without permissionWhat Could Go Wrong?Property Gets Damaged:• Weather• Toilets Used• Carpet Pulled Back• Lawn Gets Over Grown – City Fines• Worst of All – Plumbing IssuesWhat We Do:• Visit at Least Weekly• Let the Neighbors Know to Call Us• Put Prominent Signs Up where anyone can reach usCurrent Market Conditions1. Rise in Current Available Inventory of Homes a. Bidding wars are FAR less frequent b. Inventory typically looks like a Bell Curve Jan – Dec2. Real Estate is Very Local!3. Speed of Sale is slowing substantially4. The Days are Gone of SOLD IN A FEW HOURS!CURRENT INVENTORY IS RISING!• Inventory of Available Homes at STILL LOW!• Supply and Demand:All Types of Properties (SFA, TH, Condo, Patio) (up 24% IN 1 MONTH!)• 2398 SF HomesLOW SUPPLY - WEAKENING DEMAND! WHY?Rising Interest RatesConsumer UncertaintyTwo Years of LOW SUPPLY/HIGH DEMAND - Market Swinging to a more even market due to rising interest rates not supply issues!“Mortgage rates near 6% have put a big chill on demand for homes,” said Redfin chief economist Daryl Fairweather. “With home prices still at record highs, the affordability crisis has been dialed up to an 11 out of 10."What's Happening Now!Fewer Buyers Facing CompetitionTo Give Predications we Need to Look at the Leading Indicators and Especially the Local Market:I Think Some Sellers are Looking Backwards at Similar Sales and Expecting More Than They Can Get NowWhat Does This Mean for Sellers?1. Price REALISTICALLY not OPTIMISTICALLY2. You cannot fully rely on Historic Sales to Substantiate what it will sell for NOW.3. Why? Interest Rates! More Competition!The Good News Prices will Still Rise Expectation of Home ValuesYou are listening to the Real Estate Voice with Barb Schlinker of Your Home Sold Guaranteed Realty, if you are thinking of making a move Barb at 719-301-3900 or visit BarbHasTheBuyers.com When we come back we will be discussing: Should I Sell or Rent Out My Home in 2022?#realestatevoice #barbschlinker #coloradosprings #yourhomesoldguaranteedrealtycolorado #barbhasthebuyers

Barb Schlinker The Real Estate Voice
Why The Housing Market is NOT Going to Crash

Barb Schlinker The Real Estate Voice

Play Episode Listen Later Sep 13, 2022 14:26


Segment 1 – Why The Housing Market is NOT Going to CrashWe air the Real Estate Voice show every Saturday, if you cannot listen to the whole show, it is available on Barbs' site: BarbHasTheBuyers.com, OR search Barb & most podcasts like IHeart Radio. Every week the Real Estate Voice covers great information about people's primary assets, their home. What will we be covering today?• Why The Real Estate Market is NOT Going to Crash• How to BE the BEST Home in the Neighborhood When Selling Your Home• How to Get Multiple Cash Offers on Your Home• How to Sell Your Home for the Most Money in Less Time & Hot New ListingsBarb, it seems like just weeks ago we were talking about lots of bidding wars on homes and buyers struggling to get their offers accepted. Now along with interest rates rising, it appears the market is changing and quickly…does that mean the Real Estate Market is going to crash?#1 Past 2 Years of White Hot Demand - From Lockdown to Red Hot Price Jumps1. Strong Demand + Tight Supply Have Kept Price Climbing2. El Paso County Gains have been 15.9% in Past Year3. Huge Spike in Prices Nationwide!4. Projections 8-10% this year5. Projections 3-4% Next Year6. 3-4% Appreciation is a Normal market nationwide in the past 50 years!7. ACTIVE LISTINGS UP 100.9% FROM 1 YEAR AGO!!Supply vs Demanda. More Supply than Demand – Prices go Downb. More Demand than Supply – Prices go UPAVERAGE SALES PRICES DROPPED 2 MONTHS IN A ROW!Real Estate is about Supply vs Demand Now: Supply Going Up but We have had a shortage of homes in the past 2 decades!Building Starts – New Construction1. 2005 = 2.07M2. 2020 = 1.38 M per HUDForeclosures Stopped During COVID not restarted• Should start FC but will Still NOT• Provide enough inventoryDemand: The Massive Millennial Generation!Millennials = 5.5 Million MORE than Gen Xers in 2008, Now Ages 26-44LOW SUPPLY/HIGH DEMAND – MORE Households in 2022Institutional Investors Buying Up Inventory!If you are thinking of sellers, its best to hire the team that can guide you through a market shift with success. Just as my client in District 20, they listened to our guidance, received multiple offers and their home is pending $35K above asking price!We are talking about the shift in the real estate market and sudden increase in available homes. What are some things people thinking of making a move should plan for and expect?WHAT TO EXPECT? WE ARE NOT GOING TO SEE A CRASH IN HOUSING PRICES BUT THERE WILL BE FEWER BIDDING WARSSuddenly FROM LESS THAN 1 MONTH OFSUPPLY ALL THE WAY UP TO $800k TO ONLYLow Supply of homes BELOW $500k!This Week in Pikes Peak Region:• 2311 Total Properties for Sale• 2066 SFA on the Market• PPAR SHOWED 23% Dropped Price! (Rising)(last week 21% Dropped price)• 19.9% of Home Sellers Got Contracts Last Week (Dropped by 4%)• 15.4% Sold (357) Dropped by 7.6%To Give Predictions we Need to Look at the Leading Indicators and Especially the Local Market:• Selling: Pricing and Preparation is Key• Looking Backwards at Similar Sales and Expecting More Than They Can Get Now• Don't look at The Average Increase it does not work~• Buying: Make a good offer and get a contract before the rates explode~!To Find Out just call us at 719 301 3900 or Go to: BarbHasTheBuyers.comYou are listening to the Real Estate Voice with Barb Schlinker of Your Home Sold Guaranteed Realty, if you are thinking of making a move Barb at 719 301 3900 or visit BarbHasTheBuyers.comWhen we come back…. we will be discussing: How to Be the Best Home in the Neighborhood When Selling Your Home#realestatevoice #barbschlinker #coloradosprings #yourhomesoldguaranteedrealtycolorado #barbhasthe

Americana Partners
Stay Invested - August 2022 Market Commentary

Americana Partners

Play Episode Listen Later Sep 4, 2022 45:57


Melissa Giles, Director of Portfolio Management with Americana Partners presents the Monthly Market Commentary as written by, David M Darst, Chief Investment Officer with Americana Partners.  Any charts/graphs referenced are available in print format and may be provided at your request. David is currently the Chief Investment Officer for Americana Partners. David served for 17 years as a Managing Director and Chief Investment Strategist of Morgan Stanley Wealth Management, with responsibility for Asset Allocation and Investment Strategy; was the founding President of the Morgan Stanley Investment Group; and was founding Chairman of the Morgan Stanley Wealth Management Asset Allocation Committee. After 2014, he served for several years as Senior Advisor to and a member of the Morgan Stanley Wealth Management Global Investment Committee. He joined Morgan Stanley in 1996 from Goldman Sachs, where he held Senior Management posts within the Equities Division and earlier, for six years as Resident Manager of their Private Bank in Zurich. David is the Author of twelve books: (i) The Complete Bond Book (McGraw-Hill); (ii) The Handbook of the Bond and Money Markets (McGraw-Hill); (iii) The Art of Asset Allocation, Second Edition (McGraw-Hill); (iv) Mastering the Art of Asset Allocation (McGraw-Hill); (v) Benjamin Graham on Investing (McGraw-Hill); (vi) The Little Book that Saves Your Assets (John Wiley & Sons), which was ranked on the bestseller lists of The New York Times and Business Week; (vii) Portfolio Investment Opportunities in China (John Wiley & Sons); and (x) Portfolio Investment Opportunities in Precious Metals (John Wiley & Sons). His works have been translated into Chinese, Japanese, Russian, German, Korean, Italian, Indonesian, Norwegian, Romanian, and Vietnamese. Seapoint Books published David's eleventh book in 2012 , Voyager 3, containing his creative writing, and in 2016, his twelfth book, Flim-Flam Flora, a children's book coauthored with his daughter. David appears as a frequent guest on CNBC, Bloomberg, FOX, PBS, and other television channels, and has contributed numerous articles to Barron's Euromoney, The Money Manager, Forbes.com, The Yale Economic Review, and other publications. He has broadcast and written extensively on asset allocation in the Morgan Stanley biweekly Investment Strategy and Asset Allocation Commentary and in the Firm's Wealth Management monthly publication, Asset Allocation and Investment Strategy Digest, the predecessors of which he launched in 1997. David attended Father Ryan High School in Nashville, Tennessee, graduated from Phillips Exeter Academy, was awarded a BA degree in Economics from Yale University, and earned his MBA from Harvard Business School. David serves on the Investment Committee of the Phi Beta Kappa Foundation and the Advisory Boards of the George Washington Institute for Religious Freedom and the Black Rock Arts Foundation. David has lectured extensively at Wharton, Columbia, INSEAD, and New York University Business Schools, and for nine years, David served as a visiting faculty member at Yale College, Yale School of Management, and Harvard Business School. In November 2011, David was inducted by Quinnipiac University in their Business Leaders Hall of Fame. David is a CFA Charterholder and a member of the New York Society of Security Analysts and the CFA Institute. Join Our Distribution List – For a full copy of our report. Americana Partners - https://www.americanapartners.com/contact/ Americana Partners Website - https://www.americanapartners.com/ Linked In - https://www.linkedin.com/company/americana-partners/ Spotify - https://open.spotify.com/show/3rX19ND89pwEob9efsFNNF iTunes - https://podcasts.apple.com/us/podcast/americana-partners/id1496186853 Google Podcasts - https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkLnBvZGJlYW4uY29tL2FtZXJpY2FuYXBhcnRuZXJzL2ZlZWQueG1s?sa=X&ved=0CAYQrrcFahcKEwj4gZrR_OnwAhUAAAAAHQAAAAAQAg   Disclosures Americana Partners, LLC is registered as an investment adviser with the SEC. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. A copy of Americana Partners' current written disclosure brochure filed with the SEC which discusses among other things, Americana Partners' business practices, services and fees, is available through the SEC's website at: www.adviserinfo.sec.gov. The tax and legal information contained in this newsletter is general in nature. It should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Foreign securities, foreign currencies, and securities issued by U.S. entities with substantial foreign operations can involve additional risks relating to political, economic, or regulatory conditions in foreign countries. These risks include fluctuations in foreign currencies; withholding or other taxes; trading, settlement, custodial, and other operational risks; and less stringent investor protection and disclosure standards in some foreign markets. All of these factors can make foreign investments, especially those in emerging markets, more volatile and potentially less liquid than U.S. investments. In addition, foreign markets can perform differently from the U.S. market. Investing involves certain risks, including possible loss of principal. You should understand and carefully consider a strategy's objectives, risks, fees, expenses and other information before investing. The views expressed in this commentary are subject to change and are not intended to be a recommendation or investment advice. Such views do not take into account the individual financial circumstances or objectives of any investor that receives them. The strategies described herein may not be suitable for all investors. There is no guarantee that the adviser will meet any of its investment objectives. All indices are unmanaged and are not available for direct investment. Indices do not incur costs including the payment of transaction costs, fees and other expenses. This information should not be considered a solicitation or an offer to provide any service in any jurisdiction where it would be unlawful to do so under the laws of that jurisdiction. Past performance is no guarantee of future results. It is not possible to invest directly in an index. Exposure to an asset class represented by an index is available through investable instruments based on that index. The S&P 500® Index is a widely recognized, unmanaged index of 500 common stocks which are generally representative of the U.S. stock market as a whole. The Nasdaq Composite® Index is the market capitalization-weighted index of over 2,500 common equities listed on the Nasdaq stock exchange. The types of securities in the index include American depositary receipts, common stocks, real estate investment trusts (REITs) and tracking stocks, as well as limited partnership interests. The EAFE® Index is a stock index offered by MSCI that covers non-U.S. and Canadian equity markets. It serves as a performance benchmark for the major international equity markets as represented by 21 major MSCI indices from Europe, Australasia, and the Middle East. The EAFE® Index is the oldest international stock index and is commonly called the MSCI EAFE Index. The Russell 2500® is a market-cap-weighted index that includes the smallest 2,500 companies covered in the broad-based Russell 3000 sphere of United States-based listed equities. All 2,500 of the companies included in the Index cover the small- and mid-cap market capitalizations. The Russell 1000® Growth Index is an unmanaged index that measures the performance of the large-cap growth segment of the U.S. equity universe. It includes those Russell 1000® Index companies with higher price-to-book ratios and higher forecasted growth values. The CBOE Volatility Index (VIX) is a measure of expected price fluctuations in the S&P 500 Index options over the next 30 days. The VIX is calculated in real time by the Chicago Board Options Exchange (CBOE). P/E or Price to Earnings ratio is indicates the dollar amount an investor can expect to invest in a company in order to receive one dollar of that company's earnings. The Consumer Confidence Survey® reflects prevailing business conditions and likely developments for the months ahead. The Manufacturing Business Outlook Survey is a monthly survey of manufacturers in the Third Federal Reserve District; Participants indicate the direction of change in overall business activity and in the various measures of activity at their plants: employment, working hours, new and unfilled orders, shipments, inventories, delivery times, prices paid, and prices received. The ISM manufacturing index, also known as the purchasing managers' index (PMI), is a monthly indicator of U.S. economic activity based on a survey of purchasing managers at more than 300 manufacturing firms. The Composite Index of Leading Indicators, otherwise known as the Leading Economic Index (LEI), is an index published monthly by The Conference Board. It is used to predict the direction of global economic movements in future months. A bond rating is a letter-based credit scoring scheme used to judge the quality and creditworthiness of a bond. The option adjusted spread (OAS) measures the difference in yield between a bond with an embedded option, such as an MBS or callables, with the yield on Treasuries. Mean reversion, in finance, suggests that various phenomena of interest such as asset prices and volatility of returns eventually revert to their long-term average levels. A meme stock is a security that has seen an increase in trading volume after going viral on social media or an online forum. This document may contain forward-looking statements relating to the objectives, opportunities, and the future performance of the U.S. market generally. Forward looking statements may be identified by the use of such words as; “believe,” “expect,”“anticipate,”“should,”“planned,”“estimated,”“potential”and other similar terms. Examples of forward-looking statements include, but are not limited to, estimates with respect to financial condition, results of operations, and success or lack of success of any particular investment strategy. All are subject to various factors, including, but not limited to general and local economic conditions, changing levels of competition within certain industries and markets, changes in interest rates, changes in legislation or regulation, and other economic, competitive, governmental, regulatory and technological factors affecting a portfolio' operations that could cause actual results to differ materially from projected results. Such statements are forward-looking in nature and involve a number of known and unknown risks, uncertainties and other factors, and accordingly, actual results may differ materially from those reflected or contemplated in such forward-looking statements. Prospective investors are cautioned not to place undue reliance on any forward looking statements or examples. This material is proprietary and may not be reproduced, transferred, modified or distributed in any form without prior written permission from Americana Partners. Americana Partners reserves the right, at any time and without notice, to amend, or cease publication of the information contained herein. Certain of the information contained herein has been obtained from third-party sources and has not been independently verified. It is made available on an "as is" basis without warranty. Any strategies or investment programs described in this presentation are provided for educational purposes only and are not necessarily indicative of securities offered for sale or private placement offerings available to any investor. The mention of any individual security should not be construed as a recommendation to buy or sell that security.

Primary Vision Network
THE ECONOMY - Elevated Debt & Disastrous Weather is a Bad Mix, Expectations for the Fed & Weakening Real Income/Spending, Leading Indicators Mixed with Some Bright Spots, Economic & Consumer Confidence Falls Again in Europe, China's Bond P

Primary Vision Network

Play Episode Listen Later Sep 2, 2022 92:03


Email us here at: info@pvmic.com for a free sample!Primary Vision Network is also offering access to our one-of-a-kind research portal via monthly and yearly subscriptions.Included in a monthly / yearly subscription:The National Frac Spread Count (updated weekly!)Oilfield Service analysis found nowhere else but here!Unique economic updates from across the globe!Bonus Company profiles, commentary and so much more!Go here to get started! https://primaryvision.co/subscription-plan/

Macro Voices
MacroVoices #339 Lakshman Achuthan: Leading Indicators Say The Bear Market Has Not Ended

Macro Voices

Play Episode Listen Later Sep 1, 2022 55:09


MacroVoices Erik Townsend and Patrick Ceresna welcome ECRI co-founder Lakshman Achuthan to the show to discuss the technical definition of recession, why we're already in one, and why Lak says there more risk to the downside than to the upside for equities. https://bit.ly/3AzFbTe Download ECRI charts: https://bit.ly/3RdHC5a   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Prometheus Podcast
Prometheus Podcast

Prometheus Podcast

Play Episode Listen Later Aug 27, 2022 68:38


We're back with Episode 3 of the Prometheus Podcast! This recording is one of many podcasts to come, which will cover far-ranging topics in macro, markets, and investing. As always, our objective is to bring you thoughtful and actionable insights, and our conversations will always aim to be so.Today, we have a formidable guest- Mr. Blonde. Mr. Blonde is an independent macro strategist who chooses to remain anonymous. With significant experience on both the buy-side & sell-side- his equity-centric research is timely, precise, and pragmatic. This year, he's done an excellent job expecting the bear market in stocks & the ensuing bear market rally. In a wide-ranging discussion, our Founder, Aahan Menon, helps Mr. Blonde take you through a masterclass in macro-equity investing. This is a must-listen for anyone investing or trading equities in an active fashion. Enjoy!Find the show notes below:(00:00 - 37:30) Equity Mechanics: The Profits Cycle, A Data-Driven Approach, Leading Indicators, Market Internals, Dynamic Valuations. (37:30-58:00) Current Landscape: Pulled-Forward Spending, Inflation Dynamics, Profits & Equities During Inflation, Sector Divergences During Inflation. (58:00 - 1:09:00) Positioning: Staying Defensive, Long-Short Sector Opportunities, High-Quality Compounders. Make sure to check out his Substack: Click here.For more “high-frequency” insights like these, follow both @prometheusmacro & @MrBlonde_macro on Twitter.If you enjoyed this episode, make sure to let us know in the comments below. Finally, if you haven't already, don't forget to subscribe! This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit prometheusresearch.substack.com

Americana Partners
Stay Invested - August 2022 (Summary) Market Commentary

Americana Partners

Play Episode Listen Later Aug 26, 2022 6:44


Melissa Giles, Director of Portfolio Management with Americana Partners presents the Monthly Market Commentary as written by, David M Darst, Chief Investment Officer with Americana Partners.  Any charts/graphs referenced are available in print format and may be provided at your request. David is currently the Chief Investment Officer for Americana Partners. David served for 17 years as a Managing Director and Chief Investment Strategist of Morgan Stanley Wealth Management, with responsibility for Asset Allocation and Investment Strategy; was the founding President of the Morgan Stanley Investment Group; and was founding Chairman of the Morgan Stanley Wealth Management Asset Allocation Committee. After 2014, he served for several years as Senior Advisor to and a member of the Morgan Stanley Wealth Management Global Investment Committee. He joined Morgan Stanley in 1996 from Goldman Sachs, where he held Senior Management posts within the Equities Division and earlier, for six years as Resident Manager of their Private Bank in Zurich. David is the Author of twelve books: (i) The Complete Bond Book (McGraw-Hill); (ii) The Handbook of the Bond and Money Markets (McGraw-Hill); (iii) The Art of Asset Allocation, Second Edition (McGraw-Hill); (iv) Mastering the Art of Asset Allocation (McGraw-Hill); (v) Benjamin Graham on Investing (McGraw-Hill); (vi) The Little Book that Saves Your Assets (John Wiley & Sons), which was ranked on the bestseller lists of The New York Times and Business Week; (vii) Portfolio Investment Opportunities in China (John Wiley & Sons); and (x) Portfolio Investment Opportunities in Precious Metals (John Wiley & Sons). His works have been translated into Chinese, Japanese, Russian, German, Korean, Italian, Indonesian, Norwegian, Romanian, and Vietnamese. Seapoint Books published David's eleventh book in 2012 , Voyager 3, containing his creative writing, and in 2016, his twelfth book, Flim-Flam Flora, a children's book coauthored with his daughter. David appears as a frequent guest on CNBC, Bloomberg, FOX, PBS, and other television channels, and has contributed numerous articles to Barron's Euromoney, The Money Manager, Forbes.com, The Yale Economic Review, and other publications. He has broadcast and written extensively on asset allocation in the Morgan Stanley biweekly Investment Strategy and Asset Allocation Commentary and in the Firm's Wealth Management monthly publication, Asset Allocation and Investment Strategy Digest, the predecessors of which he launched in 1997. David attended Father Ryan High School in Nashville, Tennessee, graduated from Phillips Exeter Academy, was awarded a BA degree in Economics from Yale University, and earned his MBA from Harvard Business School. David serves on the Investment Committee of the Phi Beta Kappa Foundation and the Advisory Boards of the George Washington Institute for Religious Freedom and the Black Rock Arts Foundation. David has lectured extensively at Wharton, Columbia, INSEAD, and New York University Business Schools, and for nine years, David served as a visiting faculty member at Yale College, Yale School of Management, and Harvard Business School. In November 2011, David was inducted by Quinnipiac University in their Business Leaders Hall of Fame. David is a CFA Charterholder and a member of the New York Society of Security Analysts and the CFA Institute. Join Our Distribution List – For a full copy of our report. Americana Partners - https://www.americanapartners.com/contact/ Americana Partners Website - https://www.americanapartners.com/ Linked In - https://www.linkedin.com/company/americana-partners/ Spotify - https://open.spotify.com/show/3rX19ND89pwEob9efsFNNF iTunes - https://podcasts.apple.com/us/podcast/americana-partners/id1496186853 Google Podcasts - https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkLnBvZGJlYW4uY29tL2FtZXJpY2FuYXBhcnRuZXJzL2ZlZWQueG1s?sa=X&ved=0CAYQrrcFahcKEwj4gZrR_OnwAhUAAAAAHQAAAAAQAg   Disclosures Americana Partners, LLC is registered as an investment adviser with the SEC. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. A copy of Americana Partners' current written disclosure brochure filed with the SEC which discusses among other things, Americana Partners' business practices, services and fees, is available through the SEC's website at: www.adviserinfo.sec.gov. The tax and legal information contained in this newsletter is general in nature. It should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Foreign securities, foreign currencies, and securities issued by U.S. entities with substantial foreign operations can involve additional risks relating to political, economic, or regulatory conditions in foreign countries. These risks include fluctuations in foreign currencies; withholding or other taxes; trading, settlement, custodial, and other operational risks; and less stringent investor protection and disclosure standards in some foreign markets. All of these factors can make foreign investments, especially those in emerging markets, more volatile and potentially less liquid than U.S. investments. In addition, foreign markets can perform differently from the U.S. market. Investing involves certain risks, including possible loss of principal. You should understand and carefully consider a strategy's objectives, risks, fees, expenses and other information before investing. The views expressed in this commentary are subject to change and are not intended to be a recommendation or investment advice. Such views do not take into account the individual financial circumstances or objectives of any investor that receives them. The strategies described herein may not be suitable for all investors. There is no guarantee that the adviser will meet any of its investment objectives. All indices are unmanaged and are not available for direct investment. Indices do not incur costs including the payment of transaction costs, fees and other expenses. This information should not be considered a solicitation or an offer to provide any service in any jurisdiction where it would be unlawful to do so under the laws of that jurisdiction. Past performance is no guarantee of future results. It is not possible to invest directly in an index. Exposure to an asset class represented by an index is available through investable instruments based on that index. The S&P 500® Index is a widely recognized, unmanaged index of 500 common stocks which are generally representative of the U.S. stock market as a whole. The Nasdaq Composite® Index is the market capitalization-weighted index of over 2,500 common equities listed on the Nasdaq stock exchange. The types of securities in the index include American depositary receipts, common stocks, real estate investment trusts (REITs) and tracking stocks, as well as limited partnership interests. The EAFE® Index is a stock index offered by MSCI that covers non-U.S. and Canadian equity markets. It serves as a performance benchmark for the major international equity markets as represented by 21 major MSCI indices from Europe, Australasia, and the Middle East. The EAFE® Index is the oldest international stock index and is commonly called the MSCI EAFE Index. The Russell 2500® is a market-cap-weighted index that includes the smallest 2,500 companies covered in the broad-based Russell 3000 sphere of United States-based listed equities. All 2,500 of the companies included in the Index cover the small- and mid-cap market capitalizations. The Russell 1000® Growth Index is an unmanaged index that measures the performance of the large-cap growth segment of the U.S. equity universe. It includes those Russell 1000® Index companies with higher price-to-book ratios and higher forecasted growth values. The CBOE Volatility Index (VIX) is a measure of expected price fluctuations in the S&P 500 Index options over the next 30 days. The VIX is calculated in real time by the Chicago Board Options Exchange (CBOE). P/E or Price to Earnings ratio is indicates the dollar amount an investor can expect to invest in a company in order to receive one dollar of that company's earnings. The Consumer Confidence Survey® reflects prevailing business conditions and likely developments for the months ahead. The Manufacturing Business Outlook Survey is a monthly survey of manufacturers in the Third Federal Reserve District; Participants indicate the direction of change in overall business activity and in the various measures of activity at their plants: employment, working hours, new and unfilled orders, shipments, inventories, delivery times, prices paid, and prices received. The ISM manufacturing index, also known as the purchasing managers' index (PMI), is a monthly indicator of U.S. economic activity based on a survey of purchasing managers at more than 300 manufacturing firms. The Composite Index of Leading Indicators, otherwise known as the Leading Economic Index (LEI), is an index published monthly by The Conference Board. It is used to predict the direction of global economic movements in future months. A bond rating is a letter-based credit scoring scheme used to judge the quality and creditworthiness of a bond. The option adjusted spread (OAS) measures the difference in yield between a bond with an embedded option, such as an MBS or callables, with the yield on Treasuries. Mean reversion, in finance, suggests that various phenomena of interest such as asset prices and volatility of returns eventually revert to their long-term average levels. A meme stock is a security that has seen an increase in trading volume after going viral on social media or an online forum. This document may contain forward-looking statements relating to the objectives, opportunities, and the future performance of the U.S. market generally. Forward looking statements may be identified by the use of such words as; “believe,” “expect,”“anticipate,”“should,”“planned,”“estimated,”“potential”and other similar terms. Examples of forward-looking statements include, but are not limited to, estimates with respect to financial condition, results of operations, and success or lack of success of any particular investment strategy. All are subject to various factors, including, but not limited to general and local economic conditions, changing levels of competition within certain industries and markets, changes in interest rates, changes in legislation or regulation, and other economic, competitive, governmental, regulatory and technological factors affecting a portfolio' operations that could cause actual results to differ materially from projected results. Such statements are forward-looking in nature and involve a number of known and unknown risks, uncertainties and other factors, and accordingly, actual results may differ materially from those reflected or contemplated in such forward-looking statements. Prospective investors are cautioned not to place undue reliance on any forward looking statements or examples. This material is proprietary and may not be reproduced, transferred, modified or distributed in any form without prior written permission from Americana Partners. Americana Partners reserves the right, at any time and without notice, to amend, or cease publication of the information contained herein. Certain of the information contained herein has been obtained from third-party sources and has not been independently verified. It is made available on an "as is" basis without warranty. Any strategies or investment programs described in this presentation are provided for educational purposes only and are not necessarily indicative of securities offered for sale or private placement offerings available to any investor. The mention of any individual security should not be construed as a recommendation to buy or sell that security.

MarketBeat Minute
MarketBeat Minute(2022-08-25)

MarketBeat Minute

Play Episode Listen Later Aug 25, 2022 1:00


The selloff in equity markets took a pause on Wednesday but investors are still cautious ahead of the Q2 GDP revision and PCE price index which is due out on Friday. The revision to the GDP is expected to be an improvement but that could be overly optimistic given the decline in the Index of Leading Indicators. The Index of Leading Indicators declined for the 4th consecutive month suggesting economic contraction continued into the 3rd quarter as well. The news of the week will be the PCE price index, however, when it is released on Friday. The economists are expecting the pace of consumer level inflation to abate but there is risk in the outlook. Even so, the annualized pace of inflation is expected to remain high, near record levels, and well above the FOMC's target rate of 2.0%. In this scenario, it will take a much-better-than-expected figure to take interest rate hikes off the table and that is unlikely to happen. Investors should be prepared for at least a 50 basis point rate hike at the next FOMC meeting.

MarketBeat Minute
MarketBeat Minute(2022-08-19)

MarketBeat Minute

Play Episode Listen Later Aug 19, 2022 1:00


Equities hovered near break even on Thursday following another decline in the Index of Leading Indicators. The index fell-0.4% in the Month of July making it the 4th straight month of decline but there is some good news. The -0.4% is a better read than the -0.5% indicated by the consensus estimate and an improvement from the prior months -0.7%. If this turns into a trend economic expansion could be back on the table by the end of the quarter but it is too soon to tell. Next week could be a tough one for the market. There are very few earnings reports on the schedule but at least one major economic report that could move the market. The PCE price index is due out on Friday and will give the latest read on consumer inflation. A better-than-expected report will send the market higher.

MarketBeat Minute
MarketBeat Minute(2022-08-15)

MarketBeat Minute

Play Episode Listen Later Aug 15, 2022 1:00


The bear market rally extended itself to a new high last week and it may continue higher in the near term. the rally is driven by news that is not-as-bad-as-expected but the fact inflation is still very high and cutting into economic activity remains. Last week's CPI is the latest culprit coming in cooler than expected but still a hot 5.9% YOY at the core level. At this pace, the market should be expecting the FOMC to continue hiking at an aggressive pace until inflation is at more manageable levels. This week the market will be faced with another full slate of economic data and reports from a large portion of the retail sector. On the economic front, retail sales top the list but there are several reads coming out of the housing sector and the Index of Leading Indicators as well. The Leading Indicators have been negative for the last three months and could come in negative again.

Primary Vision Network
THE ECONOMY - Global Monetary Policy & Slowing Growth, When Does Consumer Sentiment Shift to Spending?, Leading Indicators Mixed with Some Bright Spots, European Inflation Surges Again as German's Problems Grow, China "Officially" Abando

Primary Vision Network

Play Episode Listen Later Aug 4, 2022 125:13


Email us here at: info@pvmic.com for a free sample!Primary Vision Network is also offering access to our one-of-a-kind research portal via monthly and yearly subscriptions.Included in a monthly / yearly subscription:The National Frac Spread Count (updated weekly!)Oilfield Service analysis found nowhere else but here!Unique economic updates from across the globe!Bonus Company profiles, commentary and so much more!Go here to get started! https://primaryvision.co/subscription-plan/

Primary Vision Network
THE ECONOMY - IMF Reduced Global Estimates Again (Still Not Enough), U.S. GDP Big Miss- What does the 2nd Half Have in Store?, Housing Falters & Leading Indicators Point to a Bigger Problem, Europe is Going from Bad to Worse

Primary Vision Network

Play Episode Listen Later Jul 29, 2022 123:45


Email us here at: info@pvmic.com for a free sample!Primary Vision Network is also offering access to our one-of-a-kind research portal via monthly and yearly subscriptions.Included in a monthly / yearly subscription:The National Frac Spread Count (updated weekly!)Oilfield Service analysis found nowhere else but here!Unique economic updates from across the globe!Bonus Company profiles, commentary and so much more!Go here to get started! https://primaryvision.co/subscription-plan/

Americana Partners
Stay Invested - July 2022 Market Commentary

Americana Partners

Play Episode Listen Later Jul 28, 2022 41:30


Melissa Giles, Director of Portfolio Management with Americana Partners presents the Monthly Market Commentary as written by, David M Darst, Chief Investment Officer with Americana Partners.  Any charts/graphs referenced are available in print format and may be provided at your request. David is currently the Chief Investment Officer for Americana Partners. David served for 17 years as a Managing Director and Chief Investment Strategist of Morgan Stanley Wealth Management, with responsibility for Asset Allocation and Investment Strategy; was the founding President of the Morgan Stanley Investment Group; and was founding Chairman of the Morgan Stanley Wealth Management Asset Allocation Committee. After 2014, he served for several years as Senior Advisor to and a member of the Morgan Stanley Wealth Management Global Investment Committee. He joined Morgan Stanley in 1996 from Goldman Sachs, where he held Senior Management posts within the Equities Division and earlier, for six years as Resident Manager of their Private Bank in Zurich. David is the Author of twelve books: (i) The Complete Bond Book (McGraw-Hill); (ii) The Handbook of the Bond and Money Markets (McGraw-Hill); (iii) The Art of Asset Allocation, Second Edition (McGraw-Hill); (iv) Mastering the Art of Asset Allocation (McGraw-Hill); (v) Benjamin Graham on Investing (McGraw-Hill); (vi) The Little Book that Saves Your Assets (John Wiley & Sons), which was ranked on the bestseller lists of The New York Times and Business Week; (vii) Portfolio Investment Opportunities in China (John Wiley & Sons); and (x) Portfolio Investment Opportunities in Precious Metals (John Wiley & Sons). His works have been translated into Chinese, Japanese, Russian, German, Korean, Italian, Indonesian, Norwegian, Romanian, and Vietnamese. Seapoint Books published David's eleventh book in 2012 , Voyager 3, containing his creative writing, and in 2016, his twelfth book, Flim-Flam Flora, a children's book coauthored with his daughter. David appears as a frequent guest on CNBC, Bloomberg, FOX, PBS, and other television channels, and has contributed numerous articles to Barron's Euromoney, The Money Manager, Forbes.com, The Yale Economic Review, and other publications. He has broadcast and written extensively on asset allocation in the Morgan Stanley biweekly Investment Strategy and Asset Allocation Commentary and in the Firm's Wealth Management monthly publication, Asset Allocation and Investment Strategy Digest, the predecessors of which he launched in 1997. David attended Father Ryan High School in Nashville, Tennessee, graduated from Phillips Exeter Academy, was awarded a BA degree in Economics from Yale University, and earned his MBA from Harvard Business School. David serves on the Investment Committee of the Phi Beta Kappa Foundation and the Advisory Boards of the George Washington Institute for Religious Freedom and the Black Rock Arts Foundation. David has lectured extensively at Wharton, Columbia, INSEAD, and New York University Business Schools, and for nine years, David served as a visiting faculty member at Yale College, Yale School of Management, and Harvard Business School. In November 2011, David was inducted by Quinnipiac University in their Business Leaders Hall of Fame. David is a CFA Charterholder and a member of the New York Society of Security Analysts and the CFA Institute. Join Our Distribution List – For a full copy of our report. Americana Partners - https://www.americanapartners.com/contact/ Americana Partners Website - https://www.americanapartners.com/ Linked In - https://www.linkedin.com/company/americana-partners/ Spotify - https://open.spotify.com/show/3rX19ND89pwEob9efsFNNF iTunes - https://podcasts.apple.com/us/podcast/americana-partners/id1496186853 Google Podcasts - https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkLnBvZGJlYW4uY29tL2FtZXJpY2FuYXBhcnRuZXJzL2ZlZWQueG1s?sa=X&ved=0CAYQrrcFahcKEwj4gZrR_OnwAhUAAAAAHQAAAAAQAg   Disclosures Americana Partners, LLC is registered as an investment adviser with the SEC. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. A copy of Americana Partners' current written disclosure brochure filed with the SEC which discusses among other things, Americana Partners' business practices, services and fees, is available through the SEC's website at: www.adviserinfo.sec.gov. The tax and legal information contained in this newsletter is general in nature. It should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Foreign securities, foreign currencies, and securities issued by U.S. entities with substantial foreign operations can involve additional risks relating to political, economic, or regulatory conditions in foreign countries. These risks include fluctuations in foreign currencies; withholding or other taxes; trading, settlement, custodial, and other operational risks; and less stringent investor protection and disclosure standards in some foreign markets. All of these factors can make foreign investments, especially those in emerging markets, more volatile and potentially less liquid than U.S. investments. In addition, foreign markets can perform differently from the U.S. market. Investing involves certain risks, including possible loss of principal. You should understand and carefully consider a strategy's objectives, risks, fees, expenses and other information before investing. The views expressed in this commentary are subject to change and are not intended to be a recommendation or investment advice. Such views do not take into account the individual financial circumstances or objectives of any investor that receives them. The strategies described herein may not be suitable for all investors. There is no guarantee that the adviser will meet any of its investment objectives. All indices are unmanaged and are not available for direct investment. Indices do not incur costs including the payment of transaction costs, fees and other expenses. This information should not be considered a solicitation or an offer to provide any service in any jurisdiction where it would be unlawful to do so under the laws of that jurisdiction. Past performance is no guarantee of future results. It is not possible to invest directly in an index. Exposure to an asset class represented by an index is available through investable instruments based on that index. The S&P 500® Index is a widely recognized, unmanaged index of 500 common stocks which are generally representative of the U.S. stock market as a whole. The Nasdaq Composite® Index is the market capitalization-weighted index of over 2,500 common equities listed on the Nasdaq stock exchange. The types of securities in the index include American depositary receipts, common stocks, real estate investment trusts (REITs) and tracking stocks, as well as limited partnership interests. The EAFE® Index is a stock index offered by MSCI that covers non-U.S. and Canadian equity markets. It serves as a performance benchmark for the major international equity markets as represented by 21 major MSCI indices from Europe, Australasia, and the Middle East. The EAFE® Index is the oldest international stock index and is commonly called the MSCI EAFE Index. The Russell 2500® is a market-cap-weighted index that includes the smallest 2,500 companies covered in the broad-based Russell 3000 sphere of United States-based listed equities. All 2,500 of the companies included in the Index cover the small- and mid-cap market capitalizations. The Russell 1000® Growth Index is an unmanaged index that measures the performance of the large-cap growth segment of the U.S. equity universe. It includes those Russell 1000® Index companies with higher price-to-book ratios and higher forecasted growth values. The CBOE Volatility Index (VIX) is a measure of expected price fluctuations in the S&P 500 Index options over the next 30 days. The VIX is calculated in real time by the Chicago Board Options Exchange (CBOE). P/E or Price to Earnings ratio is indicates the dollar amount an investor can expect to invest in a company in order to receive one dollar of that company's earnings. The Consumer Confidence Survey® reflects prevailing business conditions and likely developments for the months ahead. The Manufacturing Business Outlook Survey is a monthly survey of manufacturers in the Third Federal Reserve District; Participants indicate the direction of change in overall business activity and in the various measures of activity at their plants: employment, working hours, new and unfilled orders, shipments, inventories, delivery times, prices paid, and prices received. The ISM manufacturing index, also known as the purchasing managers' index (PMI), is a monthly indicator of U.S. economic activity based on a survey of purchasing managers at more than 300 manufacturing firms. The Composite Index of Leading Indicators, otherwise known as the Leading Economic Index (LEI), is an index published monthly by The Conference Board. It is used to predict the direction of global economic movements in future months. A bond rating is a letter-based credit scoring scheme used to judge the quality and creditworthiness of a bond. The option adjusted spread (OAS) measures the difference in yield between a bond with an embedded option, such as an MBS or callables, with the yield on Treasuries. Mean reversion, in finance, suggests that various phenomena of interest such as asset prices and volatility of returns eventually revert to their long-term average levels. A meme stock is a security that has seen an increase in trading volume after going viral on social media or an online forum. This document may contain forward-looking statements relating to the objectives, opportunities, and the future performance of the U.S. market generally. Forward looking statements may be identified by the use of such words as; “believe,” “expect,”“anticipate,”“should,”“planned,”“estimated,”“potential”and other similar terms. Examples of forward-looking statements include, but are not limited to, estimates with respect to financial condition, results of operations, and success or lack of success of any particular investment strategy. All are subject to various factors, including, but not limited to general and local economic conditions, changing levels of competition within certain industries and markets, changes in interest rates, changes in legislation or regulation, and other economic, competitive, governmental, regulatory and technological factors affecting a portfolio' operations that could cause actual results to differ materially from projected results. Such statements are forward-looking in nature and involve a number of known and unknown risks, uncertainties and other factors, and accordingly, actual results may differ materially from those reflected or contemplated in such forward-looking statements. Prospective investors are cautioned not to place undue reliance on any forward looking statements or examples. This material is proprietary and may not be reproduced, transferred, modified or distributed in any form without prior written permission from Americana Partners. Americana Partners reserves the right, at any time and without notice, to amend, or cease publication of the information contained herein. Certain of the information contained herein has been obtained from third-party sources and has not been independently verified. It is made available on an "as is" basis without warranty. Any strategies or investment programs described in this presentation are provided for educational purposes only and are not necessarily indicative of securities offered for sale or private placement offerings available to any investor. The mention of any individual security should not be construed as a recommendation to buy or sell that security.

MarketBeat Minute
MarketBeat Minute(2022-07-25)

MarketBeat Minute

Play Episode Listen Later Jul 25, 2022 1:00


The rebound in equity markets hit a roadblock on Friday as traders and investors brace for next week's round of earnings and economic reports. Not only is it the first of the two busiest weeks of the Q2 earnings reporting cycle but the FOMC is expected to hike interest rates by at least 75 basis points. On the earnings front, the reports are expected to be OK enough but the guidance will usher the S&P 500 into its next move. If the guidance continues to weaken the S&P 500 will have little choice other than to move lower. Also on tap for this week? The first read of the Q2 GDP. Based on the last three months of Leading Indicators, we expect to see the figure not only come in negative but to accelerate the decline that began in the 1st quarter. The question of if we're in a recession has already been answered, yes we are. The question about how deep and how long the contraction will be is what needs to be answered next.

Growing Harvest Ag Network
Auction Talk with Steffes Group: Leading Indicators in Land, Equipment and Construction Sales in the months ahead

Growing Harvest Ag Network

Play Episode Listen Later Jul 24, 2022 16:00


Max Steffes and Rusty Halvorson discuss the recent trends in land, equipment and constructions sales - and what may be on the horizon.  Will land sales continue to trend higher?  Will the used farm equipment market continue to stay red hot?  What may be ahead?See omnystudio.com/listener for privacy information.

MarketBeat Minute
MarketBeat Minute(2022-07-21)

MarketBeat Minute

Play Episode Listen Later Jul 21, 2022 1:00


The rebound in equities extended to a fifth day on Wednesday and took the S&P 500 to a 1-month high. The move, while bullish, appears to be losing steam however under the deluge of earnings reports. The earnings reports have been coming better than expected but much of the guidance has been weak. There is a chance the index has bottomed but it looks to us like a retest of the recent lows is brewing. The latest read on Existing Home sales is another negative for the economy. The pace of existing home sales contracted on a month-to-month basis as prices and interest rates leave prospective buyers out of luck. Today's read of the Index of Leading Indicators may paint a different picture but it looks like the economic contraction that began in the 1st quarter is gaining momentum.

MarketBeat Minute
MarketBeat Minute(2022-07-19)

MarketBeat Minute

Play Episode Listen Later Jul 19, 2022 1:00


Equity markets pulled back more than 1%to start the week as traders and investors brace for the peak of earnings season. There are 73 S&P 500 companies reporting this week including 7 Dow components so the impact on the market could be tremendous. The general expectation is for earnings to beat the consensus but by the smallest margin in years and for the guidance to be weak, a trend that will weigh on the market moving forward. In regard to the outlook for earnings, the outlook for Q2 results ticked up a hair over the past week but consensus estimates for Q3, Q4, the full year 2022, and full year 2023 are all moving lower. On the economic front, the next big hurdle for the market is the July FOMC meeting. The meeting isn't for two more weeks, however, but it comes before the next read on inflation. After the latest CPI and PPI data, the market should be ready for a 100 basis point rate hike or at least the indication a 100 bps hike is on the way. Between then and now, the most important data point on the calendar is the Index of Leading Indicators and we expect to see a third consecutive month of negative growth.

K2 Sales Podcast
How to leverage leading indicators in our deals, solo episode with Karen Kelly

K2 Sales Podcast

Play Episode Listen Later Jul 19, 2022 16:32


How many times are we looking through the rear view mirror? could have, world have, should have, too little too late.What can we do throughout the buyer's journey to create a predictable, repeatable and enjoyable experience for both parties?I have been on both sides of the fence. I am aware of realizing what I did wrong after the fact, licking my wounds and making sure to never repeat, although it is a hard lesson to learn in the moment. I also am well aware of looking at leading indicators, predictors of which way the deal is moving in the moment. What am I doing to contribute to the deal positively or negatively. When we are aware of these we know what levers to pull, or commitments to gain. There are many ways to analyze leading indicators, Here are 3 to start with:Reflection  Are you checking in with yourself? being honest as to what is truly taking place, vs what you would like to take place, Confirmation bias is real.Sometimes inactivity is buried under FEAR, where insecurity is underlying for many reasons. When we pause, connect, and look inward we may see that we are stalling the deal, we are at the ones adding friction. We will never see these signals without a heightened  self awareness. When we quiet our minds, check in and look inward we are able to receive the message through reflection. This takes letting go of ego and practice. FeedbackBeyond reflection are we able to solicit feedback from a mentor, boss, colleague, coach etc?Get their take on our approach. A second set of eyes, roll play, map out what played out, look at things from the other persons perspective. Get an impartial set of eyes to see what gaps exist from their standpoint. Often we are tunnel visioned and only see things from our lensSales ProcessThis is a critical one, first off do you have a sales process? A road map to create alignment in messaging, commitments and meeting our buyer's where they are. For the most part the stages won't change, it is the commitments required within each stage, the activities, questions required that allow us to advance to the next phase.These are objective, you either achieved them or you didn't.During the sales interactions are you  gaining the right commitments? getting green lights? Are you taking note of when you are getting them quicker or slower then normal, why? This is valuable data to put back in your process and modifyWe can't wait for lagging indicators to come in and tell us something we could have prevented during the process.Let's get in front of them, through Reflection, Feedback and gaining the required commitments with a sales process aligned with our buyers' journey.

The REconomy Podcast
What are the housing market's leading indicators signaling about the housing market? - EP 42

The REconomy Podcast

Play Episode Listen Later Jul 14, 2022 13:02


In this episode of the REconomy Podcast™ from First American, Chief Economist Mark Fleming and Deputy Chief Economist Odeta Kushi discuss which key housing market metrics are leading indicators and share their analysis of what each leading indicator is signaling about the direction of the market.

Americana Partners
Stay Invested- June 2022 Market Commentary Special Report

Americana Partners

Play Episode Listen Later Jul 6, 2022 4:13


Melissa Giles, Director of Portfolio Management with Americana Partners presents the Monthly Market Commentary as written by, David M Darst, Chief Investment Officer with Americana Partners.  Any charts/graphs referenced are available in print format and may be provided at your request. David is currently the Chief Investment Officer for Americana Partners. David served for 17 years as a Managing Director and Chief Investment Strategist of Morgan Stanley Wealth Management, with responsibility for Asset Allocation and Investment Strategy; was the founding President of the Morgan Stanley Investment Group; and was founding Chairman of the Morgan Stanley Wealth Management Asset Allocation Committee. After 2014, he served for several years as Senior Advisor to and a member of the Morgan Stanley Wealth Management Global Investment Committee. He joined Morgan Stanley in 1996 from Goldman Sachs, where he held Senior Management posts within the Equities Division and earlier, for six years as Resident Manager of their Private Bank in Zurich. David is the Author of twelve books: (i) The Complete Bond Book (McGraw-Hill); (ii) The Handbook of the Bond and Money Markets (McGraw-Hill); (iii) The Art of Asset Allocation, Second Edition (McGraw-Hill); (iv) Mastering the Art of Asset Allocation (McGraw-Hill); (v) Benjamin Graham on Investing (McGraw-Hill); (vi) The Little Book that Saves Your Assets (John Wiley & Sons), which was ranked on the bestseller lists of The New York Times and Business Week; (vii) Portfolio Investment Opportunities in China (John Wiley & Sons); and (x) Portfolio Investment Opportunities in Precious Metals (John Wiley & Sons). His works have been translated into Chinese, Japanese, Russian, German, Korean, Italian, Indonesian, Norwegian, Romanian, and Vietnamese. Seapoint Books published David's eleventh book in 2012 , Voyager 3, containing his creative writing, and in 2016, his twelfth book, Flim-Flam Flora, a children's book coauthored with his daughter. David appears as a frequent guest on CNBC, Bloomberg, FOX, PBS, and other television channels, and has contributed numerous articles to Barron's Euromoney, The Money Manager, Forbes.com, The Yale Economic Review, and other publications. He has broadcast and written extensively on asset allocation in the Morgan Stanley biweekly Investment Strategy and Asset Allocation Commentary and in the Firm's Wealth Management monthly publication, Asset Allocation and Investment Strategy Digest, the predecessors of which he launched in 1997. David attended Father Ryan High School in Nashville, Tennessee, graduated from Phillips Exeter Academy, was awarded a BA degree in Economics from Yale University, and earned his MBA from Harvard Business School. David serves on the Investment Committee of the Phi Beta Kappa Foundation and the Advisory Boards of the George Washington Institute for Religious Freedom and the Black Rock Arts Foundation. David has lectured extensively at Wharton, Columbia, INSEAD, and New York University Business Schools, and for nine years, David served as a visiting faculty member at Yale College, Yale School of Management, and Harvard Business School. In November 2011, David was inducted by Quinnipiac University in their Business Leaders Hall of Fame. David is a CFA Charterholder and a member of the New York Society of Security Analysts and the CFA Institute. Join Our Distribution List – For a full copy of our report. Americana Partners - https://www.americanapartners.com/contact/ Americana Partners Website - https://www.americanapartners.com/ Linked In - https://www.linkedin.com/company/americana-partners/ Spotify - https://open.spotify.com/show/3rX19ND89pwEob9efsFNNF iTunes - https://podcasts.apple.com/us/podcast/americana-partners/id1496186853 Google Podcasts - https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkLnBvZGJlYW4uY29tL2FtZXJpY2FuYXBhcnRuZXJzL2ZlZWQueG1s?sa=X&ved=0CAYQrrcFahcKEwj4gZrR_OnwAhUAAAAAHQAAAAAQAg   Disclosures Americana Partners, LLC is registered as an investment adviser with the SEC. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. A copy of Americana Partners' current written disclosure brochure filed with the SEC which discusses among other things, Americana Partners' business practices, services and fees, is available through the SEC's website at: www.adviserinfo.sec.gov. The tax and legal information contained in this newsletter is general in nature. It should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Foreign securities, foreign currencies, and securities issued by U.S. entities with substantial foreign operations can involve additional risks relating to political, economic, or regulatory conditions in foreign countries. These risks include fluctuations in foreign currencies; withholding or other taxes; trading, settlement, custodial, and other operational risks; and less stringent investor protection and disclosure standards in some foreign markets. All of these factors can make foreign investments, especially those in emerging markets, more volatile and potentially less liquid than U.S. investments. In addition, foreign markets can perform differently from the U.S. market. Investing involves certain risks, including possible loss of principal. You should understand and carefully consider a strategy's objectives, risks, fees, expenses and other information before investing. The views expressed in this commentary are subject to change and are not intended to be a recommendation or investment advice. Such views do not take into account the individual financial circumstances or objectives of any investor that receives them. The strategies described herein may not be suitable for all investors. There is no guarantee that the adviser will meet any of its investment objectives. All indices are unmanaged and are not available for direct investment. Indices do not incur costs including the payment of transaction costs, fees and other expenses. This information should not be considered a solicitation or an offer to provide any service in any jurisdiction where it would be unlawful to do so under the laws of that jurisdiction. Past performance is no guarantee of future results. It is not possible to invest directly in an index. Exposure to an asset class represented by an index is available through investable instruments based on that index. The S&P 500® Index is a widely recognized, unmanaged index of 500 common stocks which are generally representative of the U.S. stock market as a whole. The Nasdaq Composite® Index is the market capitalization-weighted index of over 2,500 common equities listed on the Nasdaq stock exchange. The types of securities in the index include American depositary receipts, common stocks, real estate investment trusts (REITs) and tracking stocks, as well as limited partnership interests. The EAFE® Index is a stock index offered by MSCI that covers non-U.S. and Canadian equity markets. It serves as a performance benchmark for the major international equity markets as represented by 21 major MSCI indices from Europe, Australasia, and the Middle East. The EAFE® Index is the oldest international stock index and is commonly called the MSCI EAFE Index. The Russell 2500® is a market-cap-weighted index that includes the smallest 2,500 companies covered in the broad-based Russell 3000 sphere of United States-based listed equities. All 2,500 of the companies included in the Index cover the small- and mid-cap market capitalizations. The Russell 1000® Growth Index is an unmanaged index that measures the performance of the large-cap growth segment of the U.S. equity universe. It includes those Russell 1000® Index companies with higher price-to-book ratios and higher forecasted growth values. The CBOE Volatility Index (VIX) is a measure of expected price fluctuations in the S&P 500 Index options over the next 30 days. The VIX is calculated in real time by the Chicago Board Options Exchange (CBOE). P/E or Price to Earnings ratio is indicates the dollar amount an investor can expect to invest in a company in order to receive one dollar of that company's earnings. The Consumer Confidence Survey® reflects prevailing business conditions and likely developments for the months ahead. The Manufacturing Business Outlook Survey is a monthly survey of manufacturers in the Third Federal Reserve District; Participants indicate the direction of change in overall business activity and in the various measures of activity at their plants: employment, working hours, new and unfilled orders, shipments, inventories, delivery times, prices paid, and prices received. The ISM manufacturing index, also known as the purchasing managers' index (PMI), is a monthly indicator of U.S. economic activity based on a survey of purchasing managers at more than 300 manufacturing firms. The Composite Index of Leading Indicators, otherwise known as the Leading Economic Index (LEI), is an index published monthly by The Conference Board. It is used to predict the direction of global economic movements in future months. A bond rating is a letter-based credit scoring scheme used to judge the quality and creditworthiness of a bond. The option adjusted spread (OAS) measures the difference in yield between a bond with an embedded option, such as an MBS or callables, with the yield on Treasuries. Mean reversion, in finance, suggests that various phenomena of interest such as asset prices and volatility of returns eventually revert to their long-term average levels. A meme stock is a security that has seen an increase in trading volume after going viral on social media or an online forum. This document may contain forward-looking statements relating to the objectives, opportunities, and the future performance of the U.S. market generally. Forward looking statements may be identified by the use of such words as; “believe,” “expect,”“anticipate,”“should,”“planned,”“estimated,”“potential”and other similar terms. Examples of forward-looking statements include, but are not limited to, estimates with respect to financial condition, results of operations, and success or lack of success of any particular investment strategy. All are subject to various factors, including, but not limited to general and local economic conditions, changing levels of competition within certain industries and markets, changes in interest rates, changes in legislation or regulation, and other economic, competitive, governmental, regulatory and technological factors affecting a portfolio' operations that could cause actual results to differ materially from projected results. Such statements are forward-looking in nature and involve a number of known and unknown risks, uncertainties and other factors, and accordingly, actual results may differ materially from those reflected or contemplated in such forward-looking statements. Prospective investors are cautioned not to place undue reliance on any forward looking statements or examples. This material is proprietary and may not be reproduced, transferred, modified or distributed in any form without prior written permission from Americana Partners. Americana Partners reserves the right, at any time and without notice, to amend, or cease publication of the information contained herein. Certain of the information contained herein has been obtained from third-party sources and has not been independently verified. It is made available on an "as is" basis without warranty. Any strategies or investment programs described in this presentation are provided for educational purposes only and are not necessarily indicative of securities offered for sale or private placement offerings available to any investor. The mention of any individual security should not be construed as a recommendation to buy or sell that security.

Americana Partners
Stay Invested - June 2022 Market Commentary

Americana Partners

Play Episode Listen Later Jul 6, 2022 43:18


Melissa Giles, Director of Portfolio Management with Americana Partners presents the Monthly Market Commentary as written by, David M Darst, Chief Investment Officer with Americana Partners.  Any charts/graphs referenced are available in print format and may be provided at your request. David is currently the Chief Investment Officer for Americana Partners. David served for 17 years as a Managing Director and Chief Investment Strategist of Morgan Stanley Wealth Management, with responsibility for Asset Allocation and Investment Strategy; was the founding President of the Morgan Stanley Investment Group; and was founding Chairman of the Morgan Stanley Wealth Management Asset Allocation Committee. After 2014, he served for several years as Senior Advisor to and a member of the Morgan Stanley Wealth Management Global Investment Committee. He joined Morgan Stanley in 1996 from Goldman Sachs, where he held Senior Management posts within the Equities Division and earlier, for six years as Resident Manager of their Private Bank in Zurich. David is the Author of twelve books: (i) The Complete Bond Book (McGraw-Hill); (ii) The Handbook of the Bond and Money Markets (McGraw-Hill); (iii) The Art of Asset Allocation, Second Edition (McGraw-Hill); (iv) Mastering the Art of Asset Allocation (McGraw-Hill); (v) Benjamin Graham on Investing (McGraw-Hill); (vi) The Little Book that Saves Your Assets (John Wiley & Sons), which was ranked on the bestseller lists of The New York Times and Business Week; (vii) Portfolio Investment Opportunities in China (John Wiley & Sons); and (x) Portfolio Investment Opportunities in Precious Metals (John Wiley & Sons). His works have been translated into Chinese, Japanese, Russian, German, Korean, Italian, Indonesian, Norwegian, Romanian, and Vietnamese. Seapoint Books published David's eleventh book in 2012 , Voyager 3, containing his creative writing, and in 2016, his twelfth book, Flim-Flam Flora, a children's book coauthored with his daughter. David appears as a frequent guest on CNBC, Bloomberg, FOX, PBS, and other television channels, and has contributed numerous articles to Barron's Euromoney, The Money Manager, Forbes.com, The Yale Economic Review, and other publications. He has broadcast and written extensively on asset allocation in the Morgan Stanley biweekly Investment Strategy and Asset Allocation Commentary and in the Firm's Wealth Management monthly publication, Asset Allocation and Investment Strategy Digest, the predecessors of which he launched in 1997. David attended Father Ryan High School in Nashville, Tennessee, graduated from Phillips Exeter Academy, was awarded a BA degree in Economics from Yale University, and earned his MBA from Harvard Business School. David serves on the Investment Committee of the Phi Beta Kappa Foundation and the Advisory Boards of the George Washington Institute for Religious Freedom and the Black Rock Arts Foundation. David has lectured extensively at Wharton, Columbia, INSEAD, and New York University Business Schools, and for nine years, David served as a visiting faculty member at Yale College, Yale School of Management, and Harvard Business School. In November 2011, David was inducted by Quinnipiac University in their Business Leaders Hall of Fame. David is a CFA Charterholder and a member of the New York Society of Security Analysts and the CFA Institute. Join Our Distribution List – For a full copy of our report. Americana Partners - https://www.americanapartners.com/contact/ Americana Partners Website - https://www.americanapartners.com/ Linked In - https://www.linkedin.com/company/americana-partners/ Spotify - https://open.spotify.com/show/3rX19ND89pwEob9efsFNNF iTunes - https://podcasts.apple.com/us/podcast/americana-partners/id1496186853 Google Podcasts - https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkLnBvZGJlYW4uY29tL2FtZXJpY2FuYXBhcnRuZXJzL2ZlZWQueG1s?sa=X&ved=0CAYQrrcFahcKEwj4gZrR_OnwAhUAAAAAHQAAAAAQAg   Disclosures Americana Partners, LLC is registered as an investment adviser with the SEC. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. A copy of Americana Partners' current written disclosure brochure filed with the SEC which discusses among other things, Americana Partners' business practices, services and fees, is available through the SEC's website at: www.adviserinfo.sec.gov. The tax and legal information contained in this newsletter is general in nature. It should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Foreign securities, foreign currencies, and securities issued by U.S. entities with substantial foreign operations can involve additional risks relating to political, economic, or regulatory conditions in foreign countries. These risks include fluctuations in foreign currencies; withholding or other taxes; trading, settlement, custodial, and other operational risks; and less stringent investor protection and disclosure standards in some foreign markets. All of these factors can make foreign investments, especially those in emerging markets, more volatile and potentially less liquid than U.S. investments. In addition, foreign markets can perform differently from the U.S. market. Investing involves certain risks, including possible loss of principal. You should understand and carefully consider a strategy's objectives, risks, fees, expenses and other information before investing. The views expressed in this commentary are subject to change and are not intended to be a recommendation or investment advice. Such views do not take into account the individual financial circumstances or objectives of any investor that receives them. The strategies described herein may not be suitable for all investors. There is no guarantee that the adviser will meet any of its investment objectives. All indices are unmanaged and are not available for direct investment. Indices do not incur costs including the payment of transaction costs, fees and other expenses. This information should not be considered a solicitation or an offer to provide any service in any jurisdiction where it would be unlawful to do so under the laws of that jurisdiction. Past performance is no guarantee of future results. It is not possible to invest directly in an index. Exposure to an asset class represented by an index is available through investable instruments based on that index. The S&P 500® Index is a widely recognized, unmanaged index of 500 common stocks which are generally representative of the U.S. stock market as a whole. The Nasdaq Composite® Index is the market capitalization-weighted index of over 2,500 common equities listed on the Nasdaq stock exchange. The types of securities in the index include American depositary receipts, common stocks, real estate investment trusts (REITs) and tracking stocks, as well as limited partnership interests. The EAFE® Index is a stock index offered by MSCI that covers non-U.S. and Canadian equity markets. It serves as a performance benchmark for the major international equity markets as represented by 21 major MSCI indices from Europe, Australasia, and the Middle East. The EAFE® Index is the oldest international stock index and is commonly called the MSCI EAFE Index. The Russell 2500® is a market-cap-weighted index that includes the smallest 2,500 companies covered in the broad-based Russell 3000 sphere of United States-based listed equities. All 2,500 of the companies included in the Index cover the small- and mid-cap market capitalizations. The Russell 1000® Growth Index is an unmanaged index that measures the performance of the large-cap growth segment of the U.S. equity universe. It includes those Russell 1000® Index companies with higher price-to-book ratios and higher forecasted growth values. The CBOE Volatility Index (VIX) is a measure of expected price fluctuations in the S&P 500 Index options over the next 30 days. The VIX is calculated in real time by the Chicago Board Options Exchange (CBOE). P/E or Price to Earnings ratio is indicates the dollar amount an investor can expect to invest in a company in order to receive one dollar of that company's earnings. The Consumer Confidence Survey® reflects prevailing business conditions and likely developments for the months ahead. The Manufacturing Business Outlook Survey is a monthly survey of manufacturers in the Third Federal Reserve District; Participants indicate the direction of change in overall business activity and in the various measures of activity at their plants: employment, working hours, new and unfilled orders, shipments, inventories, delivery times, prices paid, and prices received. The ISM manufacturing index, also known as the purchasing managers' index (PMI), is a monthly indicator of U.S. economic activity based on a survey of purchasing managers at more than 300 manufacturing firms. The Composite Index of Leading Indicators, otherwise known as the Leading Economic Index (LEI), is an index published monthly by The Conference Board. It is used to predict the direction of global economic movements in future months. A bond rating is a letter-based credit scoring scheme used to judge the quality and creditworthiness of a bond. The option adjusted spread (OAS) measures the difference in yield between a bond with an embedded option, such as an MBS or callables, with the yield on Treasuries. Mean reversion, in finance, suggests that various phenomena of interest such as asset prices and volatility of returns eventually revert to their long-term average levels. A meme stock is a security that has seen an increase in trading volume after going viral on social media or an online forum. This document may contain forward-looking statements relating to the objectives, opportunities, and the future performance of the U.S. market generally. Forward looking statements may be identified by the use of such words as; “believe,” “expect,”“anticipate,”“should,”“planned,”“estimated,”“potential”and other similar terms. Examples of forward-looking statements include, but are not limited to, estimates with respect to financial condition, results of operations, and success or lack of success of any particular investment strategy. All are subject to various factors, including, but not limited to general and local economic conditions, changing levels of competition within certain industries and markets, changes in interest rates, changes in legislation or regulation, and other economic, competitive, governmental, regulatory and technological factors affecting a portfolio' operations that could cause actual results to differ materially from projected results. Such statements are forward-looking in nature and involve a number of known and unknown risks, uncertainties and other factors, and accordingly, actual results may differ materially from those reflected or contemplated in such forward-looking statements. Prospective investors are cautioned not to place undue reliance on any forward looking statements or examples. This material is proprietary and may not be reproduced, transferred, modified or distributed in any form without prior written permission from Americana Partners. Americana Partners reserves the right, at any time and without notice, to amend, or cease publication of the information contained herein. Certain of the information contained herein has been obtained from third-party sources and has not been independently verified. It is made available on an "as is" basis without warranty. Any strategies or investment programs described in this presentation are provided for educational purposes only and are not necessarily indicative of securities offered for sale or private placement offerings available to any investor. The mention of any individual security should not be construed as a recommendation to buy or sell that security.

Primary Vision Network
THE ECONOMY - Global Stagflation Starting to Emerge, When Will Deflation Emerge in the U.S.?, Leading Indicators Showing Contraction in Q3, Economic Data Getting Ugly, China Data Shows a Bounce, But Will it Last?

Primary Vision Network

Play Episode Listen Later Jun 30, 2022 103:53


/// Get The National Frac Spread Count on Friday! Primary Vision is now offering a subscription service to the Primary Vision Research Portal with both complimentary and paid tiers available. The complimentary tier will offer access to our YouTube content, program highlights and our National Frac Spread Count. The paid tiers will offer access to our commentary, insights, data, Frac Spread Count products and so much more in the coming months.Get started today: primaryvision.co

MarketBeat Minute
MarketBeat Minute(2022-06-24)

MarketBeat Minute

Play Episode Listen Later Jun 24, 2022 1:00


The rally in equities began to fizzle out on Thursday following another day of commentary from the Fed. Fed Chair Jerome Powell completed the second day of testimony on Capitol Hill, raising the fear of recession once again. In his comments, he says a recession is possible although the evidence suggests a recession is already underway. The textbook definition of a recession is two consecutive quarters of tepid or negative GDP growth and we've already logged one negative quarter this year. Based on the latest reading of the Leading Indicators, the 2nd quarter GDP will most likely be negative as well. The next big hurdle for the market will come next week with the PCE price index. The index should moderate on a month-to-month and YOY basis but there is no guarantee it will. The most likely scenario is that month-to-month inflation moderated slightly but YOY gains are still robust and will cement the need for aggressive 75 basis point rate hikes from the FOMC.

Unleash the Awesome
If You're Not Assessing You're Guessing

Unleash the Awesome

Play Episode Listen Later Jun 24, 2022 19:59


You can subscribe, rate, review, and listen to every episode of the "Unleash the Awesome" podcast at https://gambrill.com/podcast .  0:28 "If you're not assessing, you're guessing." - Paul Kolody 1:18 "What gets measured gets managed." - Peter Drucker 1:30 How people typically measure weight loss, and what they need to be looking at instead. 2:48 Leading vs. Lagging indicators. 6:35 Key Performance Indicators (KPI's) to consider as you are starting and scaling a business. 8:08 "Build your email list!" - Dave Gambrill 8:30 "Using the power of AIDA in Your Marketing" - Episode 18 of the "Unleash the Awesome" podcast with Dave Gambrillhttps://gambrill.simplecast.com/episodes/using-the-power-of-aida-in-your-marketing . 10:49 Digital products and group coaching have fat profit margins.  16:40 "The 4 Disciplines of Execution: Achieving Your Wildly Important Goals" - Chris McChesney, et al. https://amzn.to/3bn7LhU . Come join the conversation in our communities... Digital Marketing Mentorship with Dave Gambrill Facebook Grouphttps://www.facebook.com/groups/dmmdavegambrill . Digital Marketing Mentorship with Dave Gambrill Telegram Channelhttps://gambrill.com/telegramdmm . And let me know what you thought of this episode and what you'd like me cover in future episodes over on Instagram.https://www.instagram.com/gambrill/ . If you're on TikTok, you can follow me over there too.https://www.tiktok.com/t/ZTdEb7qbW/ . Here are some of the other most popular episodes of "Unleash the Awesome"... "Russell Brunson Shares Powerful Insights from his Book 'Traffic Secrets" - Episode 23https://gambrill.simplecast.com/episodes/russell-brunson-shares-powerful-insights-from-his-new-book-traffic-secrets . "Job Search Secrets and How to be a STAR in the Interview" - Episode 34https://gambrill.simplecast.com/episodes/job-search-secrets-and-how-to-be-a-star-in-the-interview . "Dr. Robert Cialdini Shares Powerful New Insights Regarding Influence and Persuasion". - Episode 66https://gambrill.simplecast.com/episodes/dr-robert-cialdini-shares-powerful-new-insights-regarding-influence-and-persuasion . "The Secret Behind How John C. Maxwell Became the World's #1 Leadership Expert" - Episode 9https://gambrill.simplecast.com/episodes/the-secret-behind-how-john-c-maxwell-became-the-worlds-1-leadership-expert . #unleashawesome #mindset #metrics #davegambrill #techtools #entrepreneur #success #sidehustle #digitalmarketing #coaching #toolset #digitalceo #onlinecourses #10x #funnelhacker #successhabits #speaker #trainer #coach #consultant #habits #goals #paulkolody #author #mentoring #masterminds #practice #repetition #teaching #publicspeaking #keynote #kpis #sixsigma #mentor #goals #dreams #10x #4hww #process #systems #caloriedeficit #burncalories #loseweight #losebodyfat #strength #conditioning #speed #agility #hunterdoncentral #hcrhs #4dx #lead #lag #indicators #2cc CONSUMER NOTICE: You should assume that I have an affiliate relationship and/or another material connection to the providers of goods and services mentioned in this broadcast and may be compensated when you purchase from a provider. You should always perform due diligence before buying goods or services from anyone via the Internet or offline.

MarketBeat Minute
MarketBeat Minute(2022-06-21)

MarketBeat Minute

Play Episode Listen Later Jun 21, 2022 1:00


Equities broke out of a downtrending channel to the downside last week in evidence of mounting fear about the economy. The FOMC was forced to hike rates by 75 basis points in what some would call a surprise move. Others, however, would say the FOMC is still behind the curve and that at least one more if not two more 75 basis point hikes were needed. Regardless of the pace, the takeaway for the market is that inflation is still out of control and aggressive rate hikes are making the cost of business more expensive. In this scenario, economic activity can be expected to contract and there is evidence of that already. The Index of Leading Indicators fell for the second month by -0.4% suggesting an economic recession is already in play. This week will be a hurdle for the market because of how little new information is set to be released. On the economic front, there are only two data points due out and both are from the housing sector. On the earnings front, there are only a handful of confirmed reports and very few from companies other than home builders.

MarketBeat Minute
MarketBeat Minute(2022-06-20)

MarketBeat Minute

Play Episode Listen Later Jun 20, 2022 1:00


Equities broke out of a downtrending channel to the downside last week in evidence of mounting fear about the economy. The FOMC was forced to hike rates by 75 basis points in what some would call a surprise move. Others, however, would say the FOMC is still behind the curve and that at least one more if not two more 75 basis point hikes were needed. Regardless of the pace, the takeaway for the market is that inflation is still out of control and aggressive rate hikes are making the cost of business more expensive. In this scenario, economic activity can be expected to contract and there is evidence of that already. The Index of Leading Indicators fell for the second month by -0.4% suggesting an economic recession is already in play. This week will be a hurdle for the market because of how little new information is set to be released. On the economic front, there are only two data points due out and both are from the housing sector. On the earnings front, there are only a handful of confirmed reports and very few from companies other than home builders.

Primary Vision Network
THE ECONOMY - What Happens to Global Debt as the Fed Hikes?, The Fed is Hiking into a Recession, Leading Indicators Show the Slowdown is Accelerating, Why Did the ECB Call an Emergency Meeting?, China Data Underwhelms as India's Problems Grow

Primary Vision Network

Play Episode Listen Later Jun 16, 2022 107:37


/// Get The National Frac Spread Count on Friday! Primary Vision is now offering a subscription service to the Primary Vision Research Portal with both complimentary and paid tiers available. The complimentary tier will offer access to our YouTube content, program highlights and our National Frac Spread Count. The paid tiers will offer access to our commentary, insights, data, Frac Spread Count products and so much more in the coming months.Get started today: primaryvision.co

The Korelin Economics Report
Jordan Roy-Byrne – Gold Bull Market Correction Analogs, 2-Year Yields As Leading Indicators Of Fed Policy, And How High Oil Prices Relate To Gold Mining Stocks Bottoming

The Korelin Economics Report

Play Episode Listen Later Jun 8, 2022


Jordan Roy-Byrne reviews gold bull market correction analogs, 2-year treasury yields, and high oil prices in relation to gold mining stocks.