Paul Rawson | Marketing Consultant

Marketing Expert & MBA Grad. 🏴󠁧󠁢󠁷󠁬󠁳Welsh (north) in Manc UK. Tweets on MBA, marketing, brand, digital, lead gen, ABM, golf, football, Rammy, Manc & Wales

[Paul Rawson | Marketing Consultant @prawson]

These 4 CMOs Are Transforming Marketing in a Multichannel World https://t.co/0Ity9gN4mu

[Liz Ann Sonders @LizAnnSonders]

Ok, so this is a cool pic

[Liz Ann Sonders @LizAnnSonders]

For those asking, this is my parents with me, my brother and sister

[Liz Ann Sonders @LizAnnSonders]

My nephew Kyle and my Dad #Ralph- with a cameo from our daughter Hailey

[Liz Ann Sonders @LizAnnSonders]

Me and my dad #ralph (turning 93 in June) on my mom’s 85th

[Liz Ann Sonders @LizAnnSonders]

Celebrating my mom’s 85th this evening!!!!

[Liz Ann Sonders @LizAnnSonders]

Mixed day to end week with Energy decisively lagging; sector now in worst spot YTD and MTD, falling behind traditional defensives (which were all higher today) … large-cap growth indexes fell most today while small caps held up relatively well; NASDAQ still leads YTD

[Liz Ann Sonders @LizAnnSonders]

6-month annualized % change in Leading Economic Index from ⁦@Conferenceboard⁩ remains in negative territory (consistent with prior recessions) but hooked slightly higher in January to -7% (recent low was -7.7%)

[Liz Ann Sonders @LizAnnSonders]

Year/year % decline in Leading Economic Index from @ConferenceBoard remains negative (and consistent with prior recessions) but hooked up slightly to -5.9% in January

[Liz Ann Sonders @LizAnnSonders]

Leading Economic Index from ⁦@Conferenceboard⁩ fell in January by -0.3% m/m vs. -0.3% est. & -0.8% prior; relatively mild decline relative to recent months

[Liz Ann Sonders @LizAnnSonders]

Index drawdowns table and “super 7” drawdowns chart updated thru yesterday’s close

[Liz Ann Sonders @LizAnnSonders]

MA breadth charts updated thru yesterday’s close

[Liz Ann Sonders @LizAnnSonders]

Personal consumption goods component of January PPI saw small reversal in 3-month annualized % rate … fortunately, nowhere near surge during acute inflation phase

[Liz Ann Sonders @LizAnnSonders]

Outlook for prices paid component (per ⁦@philadelphiafed⁩ Index) has fallen to lowest since May 2020

[Liz Ann Sonders @LizAnnSonders]

January marked eight consecutive m/m declines for PPI manufacturing, though it was less severe than we’ve seen in prior months

[Liz Ann Sonders @LizAnnSonders]

Number of multifamily housing units under construction climbed again in January, now at highest since November 1973

[Liz Ann Sonders @LizAnnSonders]

Deep sea (orange), air (white), and truck (blue) freight components of PPI are off their highs … rail (purple) continues to edge higher but rate of change has slowed over past year

[Liz Ann Sonders @LizAnnSonders]

Since market’s October low, Industrials (blue) sector has been leading, but now Tech (orange) has caught up … both are essentially tied with 20% gains
[Past performance is no guarantee of future results

[Liz Ann Sonders @LizAnnSonders]

Services inflation (within PPI) sticky but off peak … 3-month annualized % growth jumped back up in January to +4.8%; fastest since May 2022

[Liz Ann Sonders @LizAnnSonders]

NASDAQ 100’s selloffs from end of 2021 into middle of 2022 were consistent with increase in forward EPS (orange); yet now, forward EPS have fallen considerably as index has attempted to claw back losses
[Past performance is no guarantee of future results]

[Liz Ann Sonders @LizAnnSonders]

3-month annualized % change in PPI finished goods ticked back up in January, but still relatively mild at +2.7%