Deloitte “CFO Signals” Report Q1 2014 – Notable Aspects

Recently Deloitte released their “CFO Signals” “High-Level Summary” report for the 1st Quarter of 2014. As seen in page 2 of the report, “One hundred and nine CFOs responded during the two-week period ending February 21. Sixty-nine percent of the respondents are from public companies, and 81% are from companies with more than $1B in annual revenue. For … Read moreDeloitte “CFO Signals” Report Q1 2014 – Notable Aspects

Corporate Profits As A Percentage Of GDP

In the last post (“4th Quarter 2013 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 … Read moreCorporate Profits As A Percentage Of GDP

4th Quarter 2013 Corporate Profits

Thursday’s GDP release (Q4, 2nd Estimate) was accompanied by the BLS Corporate Profits report for the 4th Quarter. Of course, there are many ways to adjust and depict overall Corporate Profits.  For reference purposes, here is a chart from the St. Louis Federal Reserve (FRED) showing the Corporate Profits After Tax (last updated March 27, 2014, with … Read more4th Quarter 2013 Corporate Profits

Consumer Confidence Surveys – As Of March 28, 2014

Doug Short had a blog post of March 28, 2014 (“Michigan Consumer Sentiment…“) 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 find highly … Read moreConsumer Confidence Surveys – As Of March 28, 2014

Durable Goods New Orders – Long-Term Charts Through February 2014

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, 2014.  This value is 229,379 ($ Millions) : (click on charts to … Read moreDurable Goods New Orders – Long-Term Charts Through February 2014

Updates Of Economic Indicators March 2014

Here is an update of various indicators that are supposed to predict and/or depict economic activity. These indicators have been discussed in previous blog posts: The March 2014 Chicago Fed National Activity Index (CFNAI)(pdf) updated as of March 24, 2014: – The ECRI WLI (Weekly Leading Index): As of March 21, 2014 (incorporating data through March 14, … Read moreUpdates Of Economic Indicators March 2014

Current Economic Situation

With regard to our current economic situation, my thoughts can best be described/summarized by the posts found under the 34 “Building Financial Danger” posts. My thoughts concerning our ongoing economic situation – with future implications – can be seen on the page titled “A Special Note On Our Economic Situation,” which has been found near … Read moreCurrent Economic Situation

Long-Term Charts Of The ECRI WLI & ECRI WLI, Gr. – March 21, 2014 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 21, 2014 Update

Janet Yellen’s March 19, 2014 Press Conference – Notable Aspects

On Wednesday, March 19, 2014 Janet Yellen gave her scheduled press conference. (video) Below are Janet Yellen’s comments I found most notable – although I don’t necessarily agree with them – in the order they appear in the transcript.  These comments are excerpted from the “Transcript of Chairman Yellen’s Press Conference“(preliminary)(pdf) of March 19, 2014, … Read moreJanet Yellen’s March 19, 2014 Press Conference – Notable Aspects

Median Household Income Chart

I have written many blog posts concerning the worrisome trends in income and earnings. Doug Short, in his March 20, 2014 post titled “Real Median Household Income Is About $4500 Off Its 2008 High” produced the chart below.  It is based upon data from Sentier Research, and it shows both nominal and real median household incomes since … Read moreMedian Household Income Chart