Category: Economics
Economic: USA Trade Balance & USD Influence
The trade balance has been negative since 1992 so this is not a recent occurrence. Not all stocks are impacted by changes in trade economics the same way. It is not a universally good vs. bad influencer. For more information on how individual stocks are impacted please see the directory that follows this report or visit the website www.Investment-Strategy.net under Economics.
Economic: USA Corporate Profitability
The turn in corporate profitability is not negative, just slower. Given the slower corporate growth rate and earlier equity overvaluation, it is not surprising that the market adjusted to a more realistic expectation of the future.
Economics – Median Household Income, Useful?
Just when we thought that political controversy would not enter statistics, we are proven wrong. The rhetoric surrounding median household income this week should receive an award for how to report a simple number, in the most complex manner. The amount of information provided has been overwhelming, but in each case very selective and possibly, misleading.
Consumer Credit – Update September
Historically, consumer credit started 1987 at $653 billion. It is now at a $3,918 billion level. The quality of the credit is much better than historically and has remained stable at a combined default rate of 0.87%.
ISM Diffusion Index – Is it a valuable indicator?
The ISM Diffusion Index may be an excellent determinant of current and / or future economic activity, but it is not a significant indicator when it comes to stock share price movements.