America's Economic Future – A Discussion By Ted Kavadas
In the August 9, 2011 post (“QE3 – Various Thoughts“) I posted a chart that depicted the movements of the S&P500, 10-Year Treasury Yield and the Fed Funds rate spanning the periods of various Federal Reserve interventions since 2007. For reference purposes, here is an updated chart from Doug Short’s blog post of June 13 …
I have written many blog posts concerning the worrisome trends in income and earnings. Along these lines, one of the measures showing disconcerting trends is that of hourly earnings. While the concept of hourly earnings can be defined and measured in a variety of ways, below are a few charts that I believe broadly illustrate problematic …
In the last post (“Total Household Net Worth As A Percent Of GDP 1Q 2014“) I displayed a long-term chart depicting Total Household Net Worth as a percentage of GDP. For reference purposes, here is Total Household Net Worth from a long-term perspective (from 1949:Q4 to 2014:Q1). The last value (as of June 5, 2014) …
The following chart is from the CalculatedRisk blog post of June 5, 2014 titled “Fed’s Q1 Flow of Funds: Household Net Worth at Record High.” It depicts Total Household Net Worth as a Percent of GDP. The underlying data is from the Federal Reserve’s Z.1 report, “Financial Accounts of the United States“ : (click on chart to enlarge image) As …
On June 3, 2014 Gallup released the poll results titled “U.S. Economic Confidence Ticks Up to -14 in May.” The subtitle is “May saw the highest weekly confidence reading since January.” Notable excerpts include: Gallup’s U.S. Economic Confidence Index increased to -14 in May, its highest monthly reading in 2014 so far. May’s economic confidence reading, …
I have written many blog posts concerning the worrisome trends in income and earnings. Doug Short, in his May 30, 2014 post titled “Real Median Household Income Fell .42 Percent in April” produced the chart below. It is based upon data from Sentier Research, and it shows both nominal and real median household incomes since 2000, as …
Doug Short had a blog post of May 30, 2014 (“Michigan Consumer Sentiment : A Disappointing 81.9 May Final“) 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 …
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 April, last updated on May 27, 2014. This value is 239,947 ($ Millions) : (click on charts to …
With regard to our current economic situation, my thoughts can best be described/summarized by the posts found under the 36 “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 …
I found various notable items in Walmart’s Q1 2015 management call transcript (pdf) dated May 15, 2014. (as well, there is Walmart’s press release of the Q1 results) I view Walmart’s results and comments as particularly noteworthy given their retail prominence and focus on low prices. I have previously commented on their quarterly conference call comments; these previous posts are found …