Conference Board CEO Confidence

On October 1, I wrote a post about the Business Roundtable’s CEO Economic Outlook Survey and the Duke/CFO Magazine Global Business Outlook Survey. Subsequent to that post, the Conference Board released its 3rd Quarter CEO Confidence Survey.   The overall measure of CEO Confidence was at 50, down from 62 in the second quarter. There are … Read more Conference Board CEO Confidence

NFIB Small Business Optimism – September 2010

The September NFIB Small Business Optimism was released on October 12.  The headline of the Press Release is “Small Business Optimism Index Remains at Recessionary Level.” Here are some especially notable excerpts from the Press Release: “The Index has been below 93 every month since January 2008 (32 months), and below 90 for 26 of … Read more NFIB Small Business Optimism – September 2010

CEO & CFO Surveys

On September 28 the Business Roundtable’s CEO Economic Outlook Survey was released for Q3.  The Duke/CFO Magazine Global Business Outlook Survey was released on September 15. Both surveys are well worth looking at, and in general highlight a weakening outlook among executives.  In the CEO survey, of particular interest is the CEO Economic Outlook Index, … Read more CEO & CFO Surveys

The Business Environment

Frequently, one hears of the high profits and large (from a historical perspective) cash positions of companies.  While this may be true more or less, especially among larger companies, I believe that it depicts the current overall business environment in an overly positive light. As I have written of previously, there are significant problem areas … Read more The Business Environment

Rising Costs And Inflation

“And long before this recession hit — for a decade — middle-class families had already been expensing — experiencing a sense of declining economic security.  Their paychecks were flat-lining even though the cost of everything from groceries to college educations to health care were all going up.” President Obama, during an April 2, 2010 speech … Read more Rising Costs And Inflation

1Q 2010 Corporate Revenues

For the last few quarters, I have been commenting upon the general lack of revenue growth in corporate results.  I have focused on a variety of diversified manufacturers and distributors, all of them well-respected S&P500 firms.    My last comment on this issue was on January 29. For the recently released 1Q2010 financial results, it … Read more 1Q 2010 Corporate Revenues

Pricing In Our Current Environment

Pricing is a very complex discipline even during periods of economic growth and stability.  With the onset of increased economic uncertainty and volatility over the last few years, pricing’s complexity has significantly grown. Of course, it is impossible to characterize all firms as having the same pricing issues, as each industry and firm has a … Read more Pricing In Our Current Environment