House Prices Reference Chart

As a reference for long-term house price index trends, below is a chart, updated with the most current data (through May, except for the Case-Shiller National Index, which is through March), from the CalculatedRisk blog post of July 30 titled “Comment on House Prices: Real Prices, Price-to-Rent Ratio, Cities” : (click on chart to enlarge …

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Median Household Income Chart

I have written many blog posts concerning the worrisome trends in income and earnings. Doug Short, in his July 29 blog post, titled “Real Median Household Incomes:  Up .7% in June But Only .1% Year-over-Year” produced the chart below.  It is based upon data from Sentier Research, and it shows both nominal and real median household incomes …

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Consumer Confidence Surveys – As Of July 29, 2013

Doug Short had a blog post of July 26 (“Michigan Consumer Sentiment:  Highest Level in Six Years“) 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 …

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St. Louis Financial Stress Index – July 25, 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 July 25, incorporating data from December 31,1993 to July 19, …

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Headwinds Facing Future Corporate Earnings

Corporate earnings and earnings growth is a particularly notable subject at this time. As I wrote in the blog post of June 11, 2013 (“The Current High Levels Of Corporate Profitability“) current various levels of profitability – including the S&P500′s operating margins, operating profits, EPS, and After-Tax Corporate Profits as a Percentage of GDP – are at …

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Trends Of S&P500 Earnings Forecasts

S&P500 earnings trends and estimates are 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” (pdf) report of …

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S&P500 Earnings Estimates For Years 2013, 2014, And 2015

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 July 24, 2013, and represent an aggregation of individual S&P500 component “bottom up” analyst forecasts: Year 2013 estimate: $111.01/share …

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Standard & Poor’s S&P500 Earnings Estimates For 2013 & 2014 – As Of July 22, 2013

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 July 22, 2013: Year 2013 estimates add to the following: -From a “bottom up” perspective, operating earnings of $109.21/share …

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