Search Results for: business

S&P 500 12-Month Forward EPS and Chicago Business Barometer Will S&P 500 EPS growth decelerate sharply? Image: Alpine Macro

Commodities – Commodity Index Recoveries Through Every Business Cycle This is the quickest recovery in commodities since 1914. Image: Deutsche Bank

Inflation – Single Most Important Problem Facing Small Business Owners Inflation is supposed to reduce profit margins. Image: BCA Research

Recession – Length of Every U.S. Business Cycle If the next U.S. recession occurs in mid-2024, it will be the 8th longest cycle out of 35 since 1850s. Image: Deutsche Bank

U.S. Nominal GDP Recoveries Through Every Business Cycle The current U.S. nominal GDP recovery is one the quickest in history. Image: Deutsche Bank

Nominal Effective U.S. Dollar and China Business Cycle Indicator (Leading Indicator) China’s business cycle tends to lead the U.S. dollar by 9 months. Image: Alpine Macro

Fed Funds vs. NFIB Small Business Jobs Hard to Fill Historically, higher wage inflation is associated with higher Fed funds. Image: BofA Global Investment Strategy

Inflation – Small Businesses’ Single Most Important Problem Inflation and cost of labor are affecting small businesses. Image: Arbor Research & Trading LLC

U.S. Business Cycle Indicator and NBER Recession This business cycle indicator reflects a stronger than expected recovery in the United States. Image: BofA Global Research

Labor Market – NFIB Small Business Jobs Hard to Fill and U.S. Unemployment Rate Are extra unemployment benefits the reason hiring is so hard right now? Image: Capital Economics

U.S. Business Cycle Indicator in Repair Phase Morgan Stanley’s cyclical indicator remains in the “repair” phase. Image: Morgan Stanley Research