Jonathan H. Todd

Finance, Investing, Economics

Category: United States Economy

Corporate profits surged in Q4 2016. What does that mean for stocks?

Last week’s GDP report caught headlines for the weak economic growth in Q1. But a less-discussed part of the report was the surge in corporate profits in the fourth quarter of 2016.

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Americans might be too optimistic about the U.S. economy. For now.

Where GDP goes, consumers follow.

Yesterday the Commerce Department reported that the U.S. economy grew at a 0.7% annualized rate in Q1, below estimates of 0.9%. There were some positive underlying trends within the report, but the market took this as a disappointment.

The bigger worry is that the GDP report and the University of Michigan’s Consumer Sentiment – which measures how people feel about the prospects of economic growth and their own budgets – track each other.

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What the real fed funds rate says about the U.S. economy

The real fed funds rate has sat below zero since the Financial Crisis. What does this mean for the U.S. economy?

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Investors won’t short market, but option hedges have surged

With so many unknowns in Washington, few investors want to explicitly short the market. But paying for insurance to protect on the downside is increasingly appealing to many investors.

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