CFO Talks

APRIL 22, 2025

Forecast Like a CFO, Not a Fortune Teller If your forecast still fits neatly on a spreadsheet tab and assumes the world will behave, its time for a rethink. Because lets face these days, planning the future on a single-track projection is like betting the farm on a weather forecast. Markets shift. Its a mindset shift.

Forecasting 52

Forecasting CFO Leadership Concentration 52

Nerd's Eye View

DECEMBER 11, 2024

These assumptions are rooted in Capital Market Assumptions (CMAs), which project how different assets might perform in the future. Beyond market variables, clients bring their own behaviors and preferences into play. However, for many advisors, using these assumptions isn't always comfortable.

Planning 98

Planning Marketing Forecasting Securities 98

Focus CFO

NOVEMBER 22, 2024

Heading into 2025, accurate sales forecasting is more critical than ever. Here are five key ways to align your sales forecasting and budgeting processes for success in the year ahead. Here are five key ways to align your sales forecasting and budgeting processes for success in the year ahead.

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Forecasting Budgeting Sales CFO 52

CFO Talks

FEBRUARY 12, 2025

Optimising Budgets: Strategies for Effective Financial Forecasting Financial forecasting plays a crucial role in managing budgets effectively. However, forecasting is not just about guessing numbersit is a structured process that relies on analysing past data, considering present trends, and planning. Allocate resources wisely.

Forecasting 52

Forecasting Budgeting Economics Planning 52

Fpanda Club

JANUARY 23, 2025

FP&A is an evolving function that falls into the intersection of finance, operations and strategy aimed at driving better decision-making trough insightful analysis, forecasting and goal setting. In this blog post I wont focus on the activities that fall into FP&As scope by default, such as budgeting, forecasting and regular analysis.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Mergers and Acquisitions (M&A) Prioritization Forecasting 130

Barry Ritholtz

DECEMBER 1, 2023

The chart above shows that 84% of CEOs are forecasting a recession over the next 12 months, 69% of Consumers saying the same thing, with the yield curve predicting a 61% chance of a contraction. The problem is those sets of forecasts is already 2 months old, dated October 3, 2023. Previously : Slowing U.S.

Forecasting 114

Forecasting Economics Marketing 114

Global Finance

MARCH 3, 2025

It used to be tough investing in private market assets. The development of open-ended, evergreen funds that allow investors to periodically redeem sharestypically, monthly or quarterlyand carry relatively low investment minimums have made private market investing accessible to just about everyone. Not anymore.

Marketing 59

Marketing Investments Forecasting Banking 59

Future CFO

MARCH 14, 2025

People should understand and prepare for the consequences of a potential debt crisis, and CFOs face the need to deregulate the finance system as it will be the key to unlocking growth for businesses and generate more healthy competition in the market.

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Forecasting Valuation Finance Marketing 52

CFO Dive

FEBRUARY 26, 2024

Data on the job market, and consumer and producer prices, suggest the Fed may need to keep the main interest rate at a 40-year high longer than markets anticipated.

Forecasting 184

Forecasting Marketing 184

E78 Partners

MARCH 3, 2025

Yet many middle-market companies continue to explore opportunities to go public. After a challenging IPO market from 2022 to 2023, conditions have certainly improved. However, while market sentiment is improving, IPO readiness requires more rigorous preparation than ever before.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) GAAP Marketing Compliance 52

Musings on Markets

JANUARY 17, 2025

In my last post , I noted that the US has extended its dominance of global equities in recent years, increasing its share of market capitalization from 42% in at the start of 2023 to 44% at the start of 2024 to 49% at the start of 2025.

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Treasury Valuation Marketing Forecasting 128

Cube Software

FEBRUARY 14, 2025

What is demand forecasting? Demand forecasting predicts future customer demand using historical data, market trends, and analytics. Without demand forecasting, youre essentially guessing how much inventory youll need, how many staff members to hire, or whether a new product launch will hit its revenue targets.

Forecasting 52

Forecasting Planning Budgeting CFO 52

CFO Dive

AUGUST 8, 2023

Many economists have recently scuttled recession forecasts even as most small businesses still complain about persistent inflation and a tight labor market.

Forecasting 246

Forecasting Marketing 246

Global Finance

DECEMBER 26, 2024

Policymakers are leaning on banks of all stripesfrom city commercial banks to state-owned giants such as ICBC and China Everbright Bankto stimulate a market hard-hit by falling home prices and property developer losses since the Covid-19 pandemic. In some cities, banks have cut rates for first-time homeowners.

Banking 52

Banking Marketing Profit and Loss Forecasting 52

CFO News

MAY 22, 2025

BofA Research: UK-INDIA-MARKETS-BofA joins peers in lifting rupee forecast; sees 84/USD by December

Forecasting 40

Forecasting Marketing 40

Musings on Markets

SEPTEMBER 5, 2024

Last Wednesday (August 28), the market waited with bated breath for Nvidia’s earning call, scheduled for after the market closed. This dance between companies and investors, playing out in expected and actual earnings, is a feature of every earnings season, especially so in the United States, and it has always fascinated me.

Marketing 135

Marketing Valuation Profit and Loss Forecasting 135

Fpanda Club

MARCH 19, 2025

Working a lot with uncertainty, be it planning, forecasting or analysis of the business initiative to pursue, curious FP&A team members are able to ask the right questions, identify new trends and patterns, and uncover insights and opportunities that can drive the business forward.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Forecasting Budgeting Finance 130

Global Finance

DECEMBER 27, 2024

The momentum persists, with growth forecast at 5.4% Apart from political stability and economic reforms, factors like strategic location, abundant natural resources, infrastructure expansion, investment incentives, and a growing local and regional market are among the factors making Tanzania quite attractive. The results are evident.

Foreign Exchange 144

Foreign Exchange Investments Economics Currencies 144

Global Finance

OCTOBER 31, 2024

China continues to search for antidotes to an ailing economy and the deterioration of its real estate market, and the banking sector continues to expand. in 2023, up from 3% in 2022, but it is now forecast by the International Monetary Fund (IMF) to fall to 4.8% GDP growth rose to 5.2% in 2024 and further, to 4.5%, the following year.

Banking 59

Banking Marketing Construction Forecasting 59

Musings on Markets

OCTOBER 4, 2023

That recovery notwithstanding, uncertainties about inflation and the economy remained unresolved, and those uncertainties became part of the market story in the third quarter of 2023. The Markets in the Third Quarter Coming off a year of rising rates in 2022, interest rates have continued to command center stage in 2023.

Marketing 122

Marketing Treasury Valuation Investments 122

Barry Ritholtz

NOVEMBER 27, 2023

This weekend Jeff Sommer discussed a DFA research paper on market timing; both are well worth your time to read. The broad strokes are: Market timing is extremely difficult, very few people (if any) do it consistently well. Low Stakes : The most successful market timers are often those people who do not have actual assets at risk.

Marketing 121

Marketing Math Investments Forecasting 121

CFO News

MAY 22, 2025

Experts highlight silver's role in green tech and forecast further upside, though caution volatility. Investor sentiment is buoyed by bullish predictions and tightening market conditions. Silver prices crossed 1 lakh/kg due to rising industrial demand and structural supply deficits.

Marketing 40

Marketing Forecasting 40

Barry Ritholtz

FEBRUARY 14, 2024

 At the Money: Is War Good for Markets? February 14, 2024) What does history tell us about how war impacts the stock market? Can these patterns inform us of future bull market behavior? A 500% move in the stock market. Explain your dad’s thinking about how war plus inflation equals a stock bull market.

Marketing 126

Marketing Forecasting Numbers Technology 126

Barry Ritholtz

NOVEMBER 27, 2024

I think about that calm pond this time of year when the annual Wall Street forecasts for markets and the economy get released. I think about this when I see the torrent of forecasts this time of year: Price targets for the S&P, inflation forecasts, and most LOL of all, NRF Black Friday retail predictions.

Concentration 79

Concentration Forecasting Retail Marketing 79

Navigator SAP

OCTOBER 7, 2022

Market changes occur much more quickly in the modern era, making it nearly impossible to forecast supply and demand through historic data alone. And trying to keep up with the dizzying pace of the market can lead to low-quality batches of products—which can damage a company’s once-sterling reputation.

Forecasting 225

Forecasting Technology Marketing 225

Barry Ritholtz

MARCH 18, 2025

This is as true for professionals as it is for amateurs; it’s also true in music, film, sports, television, and economic and market forecasting. Market Mayhem : As investors, we often rely on rules of thumb that fail us. The vast majority of market gains come from ~1% of all stocks. We prefer narratives over data.

Investments 126

Investments Math Concentration Valuation 126

Musings on Markets

JANUARY 10, 2025

In corporate finance and investing, which are areas that I work in, I find myself doing double takes as I listen to politicians, market experts and economists making statements about company and market behavior that are fairy tales, and data is often my weapon for discerning the truth. Lease Effect 2. Dividend yield & payout 3.

Corporate Finance 120

Corporate Finance Valuation Finance Numbers 120

Global Finance

DECEMBER 4, 2024

GDP growth is forecast at just 1% for 2024, down from 2.7% Driving the downturn is the contraction of the global diamond market, precipitated by reduced production and weakened demand, since diamonds account for 90% of Botswana’s foreign exchange earnings. Poverty remains high, unemployment reached a staggering 27.6% in 2023 and 5.5%

Foreign Exchange 96

Foreign Exchange Economics Construction Education 96

Musings on Markets

JANUARY 28, 2025

It was an interesting year for interest rates in the United States, one in which we got more evidence on the limited power that central banks have to alter the trajectory of market interest rates. We started 2024 with the consensus wisdom that rates would drop during the year, driven by expectations of rate cuts from the Fed.

Banking 70

Banking Treasury Forecasting Economics 70

The Finance Weekly

FEBRUARY 23, 2025

This issue hampers forecasting accuracy, risk management, and resource allocation. Without accurate insights, businesses struggle with forecasting, risk management, and resource allocation. This leads to better budgeting, more reliable forecasting, and stronger financial stability. Use past data to predict future performance.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Forecasting Risk Management 52

CFO News Room

NOVEMBER 16, 2022

In my first two posts on Facebook, I noted that its most recent earnings report, and the market reaction to it, offers an opportunity for us to talk about bigger issues. Not only will you find financial statements easier to disentangle, but you will also be able to develop a framework for converting these numbers to forecasts fairly easily.

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Marketing Valuation Advertising Numbers 130

Barry Ritholtz

OCTOBER 24, 2024

At least if you do forecasts for market returns over the next decade (lol), you may see incredible similarities. In other words, if you were forecasting 10-year returns of 3% annually, you are also forecasting an economic shitstorm of rare and historic proportions. If you are a strategist at Goldman Sachs , then a lot.

Forecasting 130

Forecasting Economics Treasury Technology 130

Global Finance

MARCH 2, 2025

Publicly traded stocks and bonds have been great investments over the last 15 years, but wealthy investors are increasingly looking for alternatives to what the public securities markets offer them. It also represents a major challenge for private bankers aiming to help their HNW clients navigate new investment markets.

Banking 71

Banking Investments Forecasting Marketing 71

Future CFO

NOVEMBER 6, 2024

CFOs and the Finance team rode on the waves of these shifts in the market, putting talent management—re-skilling and up-skilling—on the priorities list to help finance professionals through transformation and change. The post Gearing up for 2025: How finance leaders will take the reign appeared first on FutureCFO.

Finance 96

Finance Healthcare Benchmarking Forecasting 96

Future CFO

MARCH 6, 2025

Amid the hype brought about by the advent of artificial intelligence in the Finance function, challenges concerning the technological advancement in sales and receivables forecasting remain. Business-Specific Internal Factors : Sales pipeline strength, marketing efforts, operational bottlenecks, and product pricing.

Treasury 52

Treasury Forecasting Sales Economics 52

Nerd's Eye View

APRIL 3, 2024

The equity market is experiencing its own bifurcation, with a wide dispersion in (extremely elevated) valuations across the "Magnificent 7" and the rest of the market, which is much closer to historical averages. Given that corporate profits have historically tracked GDP growth, this inconsistency creates an interesting enigma.

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Economics Marketing Valuation Profit and Loss 97