True Economics

True Economics is about original economic ideas and analysis concerning everyday events, news, policy views and their impact on the markets and you. Enjoy and engage!

Showing posts with label Corporate profits. Show all posts

Tuesday, June 8, 2021

8/6/21: This Recession Is Different: Corporate Profits Boom

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Corporate profits guidance is booming. Which, one might think, is a good signal of recovery. But the recession that passed (or still passi...

Wednesday, July 22, 2020

21/7/20: Stonks and Stinks: S&P500 Net Profit Margins

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Stonks reporting season is rolling on. And so far, things are predictably gloomy: Yeeks! But wait, by sector: Seven out of eight s...

Thursday, February 18, 2016

18/2/16: Is the U.S. About to Slip into a Recession?

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This is an unedited version of my article for Manning Financial. Final version is available here: https://issuu.com/publicationire/docs/m...

Saturday, January 23, 2016

23/1/16: Corporate Profits v GDP: Not a Good Sign

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One interesting relationship in recent weeks has been flashing red: the relationship between annual nominal GDP growth rates for the U.S...

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