NFIB Small Business Optimism – June 2014

The June NFIB Small Business Optimism report was released today, June 10.  The headline of the Press Release is “Small Business Sentiment – Improves a Bit But Is No Sign Of A Surge.” The Index of Small Business Optimism increased 1.4 points in May to 96.6. Here are some excerpts from the Press Release that …

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Corporate Profits As A Percentage Of GDP

In the last post (“1st Quarter 2014 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 …

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1st Quarter 2014 Corporate Profits

Today’s GDP release (Q1, 2nd Estimate)(pdf) was accompanied by the BLS Corporate Profits report for the 1st 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 May 29, 2014, …

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Additional Thoughts Concerning Retail Sales

On May 1, 2014 I wrote a post titled “Retail Sales – Various Thoughts” concerning various notable changing aspects of retail sales, including aspects of rising stress in retailing. Subsequent to that post, there have been additional noteworthy developments concerning retail sales and retail stocks. As many are aware, April advance retail sales were considered …

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Retail Sales – Various Thoughts

There are various changing dynamics regarding retail sales that I believe lack recognition. For reference purposes, here are charts depicting overall retail sales, as seen in Doug Short’s post of April 14, 2014 titled “March Advance Retail Sales Retail Sales Beat Expectations“: While the above chart seems to depict a continual (strong) upward trend, if …

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CEO Confidence Surveys 1Q 2014 – Notable Excerpts

On April 9, 2014, The Conference Board and PwC released the 1st Quarter Measure Of CEO Confidence.   The overall measure of CEO Confidence was at 63, up from 60 in the fourth quarter. [note:  a reading of more than 50 points reflects more positive than negative responses] Notable excerpts from this April 9 Press Release include: …

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NFIB Small Business Optimism – April 2014

The April NFIB Small Business Optimism report was released today, April 8.  The headline of the Press Release is “NFIB:  Small-Business Owner Roller Coaster Continues.”  The subtitle is “After February’s Decline, Confidence Up in March” The Index of Small Business Optimism increased 2.0 points in March to 93.4. Here are some excerpts from the Press …

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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 …

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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 …

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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 …

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