Deloitte “CFO Signals” Report 3Q 2013 – Notable Aspects

Recently Deloitte released their “CFO Signals” “High-Level Summary” report for the 3rd Quarter of 2013. As seen in page 2 of the report, “One hundred and twenty-four CFOs responded during the two-week period ending August 23. Seventy-three percent of the respondents are from public companies, and 77% are from companies with more than $1B in annual revenue.” Here … Read moreDeloitte “CFO Signals” Report 3Q 2013 – Notable Aspects

Long-Term Charts Of The ECRI WLI & ECRI WLI, Gr. – September 27, 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. – September 27, 2013 Update

St. Louis Financial Stress Index – September 26, 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 September 26, incorporating data from December 31,1993 to September 20, … Read moreSt. Louis Financial Stress Index – September 26, 2013 Update

Median Household Income Chart

I have written many blog posts concerning the worrisome trends in income and earnings. Doug Short, in his September 25 blog post, titled “Real Median Household Incomes:  ‘Stagnation Without Any Clear Trend’” produced the chart below.  It is based upon data from Sentier Research, and it shows both nominal and real median household incomes since 2000, as … Read moreMedian Household Income Chart

Total Household Net Worth As Of 2Q 2013 – Two Long-Term Charts

In the last post (“Total Household Net Worth As A Percent Of GDP 2Q 2013“) 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 2013:Q2).  The last value (as of September 25, 2013) … Read moreTotal Household Net Worth As Of 2Q 2013 – Two Long-Term Charts

Total Household Net Worth As A Percent Of GDP 2Q 2013

The following chart is from the CalculatedRisk blog post of September 25, 2013 titled “Fed’s Q2 Flow of Funds:  Household Mortgage Debt down $1.3 Trillion from Peak, Record Household Net Worth.” It depicts Total Household Net Worth as a Percent of GDP.  The underlying data is from the Federal Reserve Flow of Funds 2Q 2013 report: (click on … Read moreTotal Household Net Worth As A Percent Of GDP 2Q 2013

Durable Goods New Orders – Long-Term Charts Through August 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 August, last updated on September 25.  This value is 224,916 ($ Millions) : (click on charts to enlarge … Read moreDurable Goods New Orders – Long-Term Charts Through August 2013

Consumer Confidence Surveys – As Of September 24, 2013

Doug Short had a blog post of September 24 (“Consumer Confidence Comes in a Bit Below Expectations“) 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 … Read moreConsumer Confidence Surveys – As Of September 24, 2013

Updates Of Economic Indicators September 2013

Here is an update on various indicators that are supposed to predict and/or depict economic activity.  These indicators have been discussed in previous blog posts: The September 2013 Chicago Fed National Activity Index (CFNAI)(pdf) updated as of September 23, 2013: – The ECRI WLI (Weekly Leading Index): As of 9/20/13 (incorporating data through 9/13/13) the WLI was … Read moreUpdates Of Economic Indicators September 2013

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 … Read moreTrends Of S&P500 Earnings Forecasts