America's Economic Future – A Discussion By Ted Kavadas
The St. Louis Fed’s Financial Stress Index (STLFSI) is one index that is supposed to measure stress in the financial system. Its reading as of the March 15, 2018 update (reflecting data through March 9, 2018) is -1.108. Of course, there are a variety of other measures and indices that are supposed to measure financial stress and other …
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 …
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 23 of the “S&P500 Earnings Scorecard” (pdf) of March 19, 2018, and represent an aggregation of individual S&P500 component “bottom up” analyst forecasts. For reference, …
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 March 15, 2018: Year 2018 estimates add to the following: -From a “bottom up” perspective, operating earnings of $156.45/share …
As seen in various surveys, speeches, risk indicators, and financial market dynamics the consensus among investors, government officials, and others is that the level of risk in the financial system is (very) low and the future prospects of substantial economic weakness and/or a large decline in the stock market and other financial markets remains very …
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. Below are three long-term charts, from Doug Short’s …
The March 2018 Wall Street Journal Economic Forecast Survey was published on March 15, 2018. The headline is “WSJ Survey: Economists See Steeper Fed Rate Path, Stronger Inflation.” I found numerous items to be notable – although I don’t necessarily agree with them – both within the article and in the “Economist Q&A” section. An …
U.S. Economic Indicators Throughout this site there are many discussions of economic indicators. At this time, the readings of various indicators are especially notable. This post is the latest in a series of posts indicating U.S. economic weakness or a notably low growth rate. While many U.S. economic indicators – including GDP – are indicating economic growth, others …
The St. Louis Fed’s Financial Stress Index (STLFSI) is one index that is supposed to measure stress in the financial system. Its reading as of the March 8, 2018 update (reflecting data through March 2, 2018) is -1.112. Of course, there are a variety of other measures and indices that are supposed to measure financial stress and other …
The February NFIB Small Business Optimism report was released today, March 13, 2018. The headline of the Economic Trends report is “Small Business Economy Heats Up After Years On The Sideline.” The Index of Small Business Optimism increased in February by .7 points to 107.6. Here are some excerpts that I find particularly notable (but …