Macroeconomic Trends and Opportunities by Jill Schlesinger

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Trends and Opportunities Jill Schlesinger Senior Business Analyst CBS News @jillonmoney

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Originally presented at LinkedIn's FinanceConnect:13 event in NY on 5/2/2013. Jill Schlesinger, Senior Business Analyst at CBS News, provides a overview of trends and opportunities posed by the evolving global economy.

Transcript of Macroeconomic Trends and Opportunities by Jill Schlesinger

Page 1: Macroeconomic Trends and Opportunities by Jill Schlesinger

Trends and OpportunitiesJill SchlesingerSenior Business Analyst

CBS News

@jillonmoney

Page 2: Macroeconomic Trends and Opportunities by Jill Schlesinger

FinanceConnect 2013

Trends and Opportunities

May 2, 2013

Jill Schlesinger, CFP CBS News Senior Business Analyst

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Who I am

CBS News Senior Business Analyst

Investment Advisor and CFP

Commodities Trader

SALESMAN!

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Global Macro Outlook 2013

“We don’t have a

sense of the final

destination … Where

we end, I really don’t have much of clue.”

- IMF chief economist Olivier Blanchard 4/2013

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• Global growth = +3.3%

• US = +2%

• China = +8%

• Eurozone = -0.3%

• Japan = +1.6%

• Emerging and Developing = +5.3%

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US Recovery

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US Recovery

Measures used by the NBER business cycle dating committee:

• GDP: returned to the pre-recession peak in Q4 2011

• Jobs: 2.2% below pre-recession peak (2M private sector

jobs/yr)

• Industrial Production: 1.2% below pre-recession peak

• Real personal income: 3.7% below previous peak

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US Recovery: GDP

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US Recovery: Jobs

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US Recovery: Housing

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Central Bank Action

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US Recovery: Profits/Stocks

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Financial Services:

What’s Ahead

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Regulatory

How to impose limits

that preserve the

safety of the system,

without discouraging

innovation?

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Business Opportunity

Mass Affluent (Net worth $100K-1M)

• 1/4 work with advisor

• < 1/3 wants to be actively involved with money management

• > 40% are unsure of retirement

• 60% worried about children and grandchildren

Spectrum Group “2013 Mass Affluent Investor”

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Business Opportunity

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Breaking Through

• 92% of Americans use multiple platforms to get their daily news.

• 37% of internet users have contributed to, commented on, or disseminated news via social.

• 100M active users are publishing 200M tweets a day.

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Social is the KEY

By 2014, nearly 165M people will be regular users of social

• 65% multi-task while watching TV

• Younger, participatory

• Raving Fans

• Low cost prospecting

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Thank You!

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@jillonmoney

[email protected]

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