Tag Archives: GDP

Going Deeper: PMIs vs Factory Utilization

Posted on August 6, 2020 by macromon

Purchasing Managers’ Index (PMI) The headline PMI is a number from 0 to 100. A PMI above 50 represents an expansion when compared with the previous month. A PMI reading under 50 represents a contraction, and a reading at 50 indicates no change. The … Continue reading →

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Q1 2019 GDP = “Stranger Things”

Posted on April 28, 2019 by macromon

It is always prudent to look under the hood after a big unexpected beat or miss on a major headline economic number. Never so relevant than Friday’s GDP report, which blew out expectations, and appears right out of Stranger Things.  … Continue reading →

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How Experts and Analysts Reacted to the GDP Number | CNBC

Posted on July 29, 2018 by macromon
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Apple Beats – What Else Is New?

Posted on November 2, 2017 by macromon

Stunning revenue growth, 12 percent y/y, for an almost $900 billion market cap company.  Aren’t these big guys supposed to grow like… err, um…utilities? Services continue to rip, up 34 percent y/y, and now equivalent to almost 30 percent of revenues … Continue reading →

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COTD: Emerging Markets Are The Future

Posted on October 30, 2017 by macromon

In case you missed it,  emerging market and developing economies, based on purchasing power partity international dollars, now exceed the advanced economies (AEs).  They crossed the Rubicon in 2007 and even excluding China will exceed in the AEs next year … Continue reading →

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The Health Care Bill And The Fallacy Of 18% Of GDP

Posted on July 18, 2017 by macromon

The American political system may just be about to wake up and inching torward bipartisanship. The failure of the Republicans to “repeal and replace” Obamacare after seven years of pounding the table is a “big fail.” After controlling both houses … Continue reading →

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QOTD: Inflation Cometh

Posted on April 28, 2017 by macromon

The key takeaway from this morning’s punk GDP report: Meanwhile, Inflation advanced at a 2.4% annual pace in the first quarter, according to the personal-consumption expenditures, or PCE index. The PCE index–the preferred inflation gauge of the Federal Reserve–easily topped … Continue reading →

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U.S. Q3 GDP Growth Revised Up to 3.9%

Posted on November 25, 2014 by macromon

The revision to U.S. Q3 GDP growth came in better than expected.   The BEA reported this morning, Real gross domestic product — the value of the production of goods and services in the United States, adjusted for price changes — … Continue reading →

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Chart/Tweet of the Day: GDP as % World GDP

Posted on March 27, 2014 by macromon

Hat tip Ian Bremmer, (click here if chart is not observable)  

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Stocks Better Than Alternatives – Economist

Posted on March 7, 2013 by macromon

The Economist sums the melt up best: It is tempting to attribute the strength of the Dow to optimism about the American economy. Tempting, but wrong. Studies have shown almost no correlation between GDP growth and equity returns. Indeed, the … Continue reading →

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