America's Economic Future – A Discussion By Ted Kavadas
Recently Deloitte released their “CFO Signals” report (pdf) for the 3rd Quarter 2011. As seen in page 2 of the report, “Ninety-one CFOs responded during the two weeks ended August 26. Three-fourths are from public companies, and three-fourths are from companies with more than $1B in annual revenue.” Here are some excerpts that I found notable: …
In recent posts concerning the stock market, such as those of October 10 and September 29, I have commented : …the stock market “price action” feels very “unsettled” to me, and, as such, I think the “danger” here is rather high. In this post I would like to list a variety of areas that I …
As I stated in my July 12, 2010 post (“ECRI WLI Growth History“): For a variety of reasons, I am not as enamored with ECRI’s WLI and WLI Growth measures as many are. However, I do think the measures are important and deserve close monitoring and scrutiny. The movement of the ECRI WLI Growth is …
The October Wall Street Journal Economic Forecast Survey was published today, October 13, 2011. The headline is “U.S. Incomes Seen Stagnant Through 2021 .” I found various aspects of the survey to be interesting, including the following excerpts: Americans’ incomes have dropped since 2000 and they aren’t expected to make up the lost ground before 2021, …
This post is an update to the post of October 6 (“A Chart Of Recent S&P500 Price Volatility“) While I track many different measures of volatility, I find the following chart to be both simple and clear in depicting the recent outsized volatility in the stock market. This chart depicts the S&P500 in 10 minute …
Yesterday the New York Times had an article titled “Recession Officially Over, U.S. Incomes Kept Falling.” It discusses trends in real median family income over the last few years. While the entire article is worthwhile, here are a few excerpts I found most notable: In a grim sign of the enduring nature of the economic …
In my post of September 29 (“Near-Term Direction Of The Stock Market – Update“) I had reiterated my view that the S&P500 would fall below the August 9 low of 1101.54. It did fall below that 1101.54 level, reaching a bottom of 1074.77 on October 4. The question now becomes whether that 1074.77 was a …
Shortly after each monthly employment report I have been posting a continual series titled “3 Critical Unemployment Charts.” Of course, there are many other employment charts that can be displayed as well. For reference purposes, below are the U-3 and U-6 Unemployment Rate charts from a long-term historical perspective. Both charts are from the St. …
As I have commented previously, as in the October 6, 2009 post (“A Note About Unemployment Statistics”), in my opinion the official methodologies used to measure the various job loss and unemployment statistics do not provide an accurate depiction; they serve to understate the severity of unemployment. However, even if one chooses to look at the …
As seen in the September 15 post (“September 13 Gallup Poll On Upper-Income Americans’ Economic Confidence“) lately there appears to be a significant lessening of economic confidence among “upper-income” Americans; and, as seen in the poll, “This is the first month since the financial crisis of late 2008 and early 2009 that upper-income Americans are …