America's Economic Future – A Discussion By Ted Kavadas
On September 10 the September Duke/CFO Magazine Global Business Outlook Survey (pdf) was released. It contains a variety of statistics regarding how CFOs view business and economic conditions. In this CFO Survey, I found the following to be the most notable excerpts: In the next year, earnings are expected to increase by about 13 percent among public U.S. …
The October NFIB Small Business Optimism report was released today, October 8. The headline of the Press Release is “Small Businesses Skeptical About Future; Optimism Dips.” The subtitle is “Too early to measure impact of the ‘shut-down’ but economic outlook is depressed.” The Index of Small Business Optimism decreased .2 points in September to 93.9. …
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 …
In the last post (“2nd Quarter 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 is …
Today’s GDP release (Q2, 2nd Estimate) was accompanied by the BLS Corporate Profits (preliminary estimate) report for the 2nd 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 August 29,2013, …
The August NFIB Small Business Optimism report was released today, August 13. The headline of the Press Release is “Small-Business Optimism? Not So Much.” The subtitle is “July Index Increases Marginally.” The Index of Small Business Optimism increased .6 points in July to 94.1. Here are some excerpts from the Press Release that I find …
Corporate earnings and earnings growth is a particularly notable subject at this time. As I wrote in the blog post of June 11, 2013 (“The Current High Levels Of Corporate Profitability“) current various levels of profitability – including the S&P500′s operating margins, operating profits, EPS, and After-Tax Corporate Profits as a Percentage of GDP – are at …
Today (July 11), The Conference Board released its 2nd Quarter CEO Confidence Survey. The overall measure of CEO Confidence was at 62, up from 54 in the first quarter. [note: a reading of more than 50 points reflects more positive than negative responses] Notable excerpts from this July 11 Press Release include: CEOs’ appraisal of current …
Recently Deloitte released their “CFO Signals” “High-Level Summary” report for the 2nd Quarter of 2013. As seen in page 2 of the report, “One hundred and five CFOs responded this quarter. Seventy percent of the CFOs are from public companies, and 80% are from companies with more than $1B in annual revenue.” Here are some of the …
On June 5 the June Duke/CFO Magazine Global Business Outlook Survey (pdf) was released. It contains a variety of statistics regarding how CFOs view business and economic conditions. In this CFO Survey, I found the following to be the most notable excerpts: …optimism among CFOs about the U.S. economy is now above the long-run average for only the …