Search Results for: business

NFIB Small Business Sentiment U.S. small business sentiment is a recessionary warning. Image: BofA Global Investment Strategy

NFIB Small Business Confidence Index Historically, the NFIB Small Business Confidence Index below 100 is a recessionary warning. Image: Real Investment Advice

CEO Confidence vs. U.S. Business Capex Weak CEO confidence does not bode well for capex. Image: Gavekal, Macrobond

U.S. Business Cycle – Cross-Asset Cycle Indicator The Morgan Stanley’s U.S. cycle indicator suggests similarities to 2004-05. Image: Morgan Stanley Research

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