Long-Term Charts Of The ECRI WLI & ECRI WLI, Gr. – March 29, 2013 Update

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, … Read moreLong-Term Charts Of The ECRI WLI & ECRI WLI, Gr. – March 29, 2013 Update

St. Louis Financial Stress Index – March 28, 2013 Update

On March 28, 2011 I wrote a post (“The STLFSI“) about the  St. Louis Fed’s Financial Stress Index (STLFSI) 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 March 28, incorporating data from December 31,1993 to March 22, … Read moreSt. Louis Financial Stress Index – March 28, 2013 Update

Corporate Profits As A Percentage Of GDP

In the last post (“4th Quarter Corporate Profits“) I displayed, for reference purposes, a long-term chart depicting Corporate Profits After Tax. There are many ways to view this measure, both on an absolute as well as relative basis. One relative measure is viewing Corporate Profits as a Percentage of GDP.  I feel that this metric is … Read moreCorporate Profits As A Percentage Of GDP

Deloitte “CFO Signals” Report 1Q 2013 – Notable Aspects

Recently Deloitte released their “CFO Signals” “High-Level Summary” report for the 1st Quarter of 2013. As seen in page 2 of the report, “One hundred and six CFOs responded this quarter. More than 70% of the CFOs are from public companies, and 85% are from companies with more than $1B in annual revenue.” Here are some of … Read moreDeloitte “CFO Signals” Report 1Q 2013 – Notable Aspects

Markets During Periods Of Federal Reserve Intervention – March 26, 2013 Update

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 March 26 … Read moreMarkets During Periods Of Federal Reserve Intervention – March 26, 2013 Update

Consumer Confidence Surveys – As Of March 26, 2013

Doug Short had a blog post of March 26 (“Consumer Confidence Takes a Dive“) in which he presents the latest Conference Board Consumer Confidence and Thomson/Reuters University of Michigan Consumer Sentiment Index charts.  They are presented below: (click on charts to enlarge images) – – There are a few aspects of the above charts that I … Read moreConsumer Confidence Surveys – As Of March 26, 2013

Durable Goods New Orders – Long-Term Charts Through February 2013

Many people place emphasis on Durable Goods New Orders as a prominent economic indicator and/or leading economic indicator. For reference, below are charts depicting this measure. First, from the St. Louis Fed site (FRED), a chart through February, last updated on March 26.  This value is 232,108 ($ Millions) : (click on charts to enlarge … Read moreDurable Goods New Orders – Long-Term Charts Through February 2013

Trends Of S&P500 Earnings Forecasts

S&P500 earnings trends and estimates is a notably important topic, for a variety of reasons, at this point in time. FactSet publishes a report titled “Earnings Insight” that contains a variety of information including the trends and expectations of S&P500 earnings. For reference purposes, here are two charts as seen in the “Earnings Insight” report of … Read moreTrends Of S&P500 Earnings Forecasts

S&P500 Earnings Estimates For 2013 & 2014

As many are aware, Thomson Reuters publishes earnings estimates for the S&P500.  (My other posts concerning S&P earnings estimates can be found under the S&P500 Earnings tag) The following estimates are from Exhibit 12 of “The Director’s Report” of March 26, 2013, and represent an aggregation of individual S&P500 component “bottom up” analyst forecasts: Year 2013 estimate: $112.23/share … Read moreS&P500 Earnings Estimates For 2013 & 2014