America's Economic Future – A Discussion By Ted Kavadas
In the June 8 post (“Total Household Net Worth As A Percent Of GDP 1Q 2012“) I displayed a long-term chart depicting Total Household Net Worth as a percentage of GDP. For reference purposes, here is Total Household Net Worth from a long-term perspective (from 1949:Q4 to 2012:Q1). The last value (as of June 8, …
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 and WLI, …
On March 28, 2011 I wrote a post (“The STLFSI“) about the STLFSI (St. Louis Fed’s Financial Stress Index) which is supposed to measure stress in the financial system. For reference purposes, the most recent chart is seen below. This chart was last updated on June 7, incorporating data from December 31,1993 to June 1, …
The following chart is from the CalculatedRisk blog post of June 7, 2012 titled “Fed’s Q1 Flow of Funds: Household Real Estate Value increased in Q1.” It depicts Total Household Net Worth as a Percent of GDP. The underlying data is from The Federal Reserve Flow of Funds 1Q 2012 report: (click on chart to enlarge image) As …
As many are aware, Standard & Poor’s publishes earnings estimates for the S&P500. (My posts concerning their estimates can be found under the S&P500 Earnings tag) For reference purposes, the most current estimates are reflected below, and are as of May 31, 2012: Year 2012 estimates add to the following: -From a “bottom up” perspective, operating earnings of $104.68/share …
In the August 9, 2011 post (“QE3 – Various Thoughts“) I posted a chart that depicted the movements of the S&P500, 10-Year Treasury Yield and the Fed Funds rate spanning the periods of various Federal Reserve interventions since 2007. For reference purposes, here is an updated chart from Doug Short’s blog post of June 6 …
U.S. Dollar weakness is a foremost concern of mine. As such, I have extensively written about it. I am very concerned that the actions being taken to “improve” our economic situation will dramatically weaken the Dollar. Should the Dollar substantially decline from here, as I expect, the negative consequences will far outweigh any benefits. The negative impact …
On June 5, Gallup released the poll results titled “U.S. Economic Confidence Up in May, Steady Last Weekend.” The subtitle is “Confidence improved to -17 in May, the highest monthly average in over four years.” Three of the most notable excerpts: Gallup’s Economic Confidence Index averaged -17 in May, improved over the -20 averages recorded in …
On October 17, 2011 I wrote a post titled “Danger Signs In The Stock Market, Financial System And Economy.” This post is a brief 13th update to that post. My overall analysis indicates a continuing elevated and growing level of danger which contains many worldwide and U.S.-specific “stresses” of a very complex nature. I have written numerous …
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 and WLI, …