Search Results for: business

Recession – Length of Every U.S. Business Cycle What a run. The U.S. expansion is now the sixth-longest on record. If 2026 passes without a recession, it climbs into the top five. Image: Deutsche Bank

Sentiment – GS Business Optimism Tracker U.S. business optimism has seen a significant and widespread decline in early 2025, as multiple indicators and surveys report sharp drops in sentiment among CEOs, CFOs, and small business owners. Image: Goldman Sachs Global Investment Research

NFIB Small Business Confidence Index In December 2024, the NFIB Small Business Optimism Index soared to 105.1, a six-year high, as small business owners’ confidence surged following the recent election and expectations of pro-business policies. Image: Real Investment Advice

Sentiment – NFIB Small Business Optimism Index In November, the NFIB Small Business Optimism Index increased by 8 points to 101.7, driven by the recent election results, potentially boosting employment, investment, and economic activity. Image: J.P. Morgan

CEO Business Confidence Expectations for Economy The current landscape suggests a cautious yet optimistic outlook among CEOs, which could lead to increased economic activity and investment as businesses prepare for potential growth. Image: Goldman Sachs Global Investment Research

NFIB Small Business Availability Loans vs. U.S. Initial Jobless Claims When interest rates are high, weak credit conditions can greatly affect the economy, potentially resulting in increased unemployment. Image: BofA Global Investment Strategy

U.S. Real Business Investment While some companies have demonstrated high levels of capital expenditure in the United States, the overall trend remains modest since the 2020 recession. Image: BofA Global Investment Strategy

Net % Bank Easing Standards for Small Business vs. NFIB Small Business Optimism Tighter lending standards have an impact on small business optimism. Image: BofA Global Investment Strategy

Inflation – ISM Services Business Prices vs. Copper The rise of copper prices is a cause for concern as it can lead to higher prices for a variety of goods and services. Image: Steno Research

U.S. Business Cycle – Cross-Asset Cycle Indicator The Morgan Stanley’s U.S. cycle indicator has moved into the downturn phase. Should investors favor fixed income over equities? Image: Morgan Stanley Research

S&P 500 Net Margin and NFIB Small Business Survey: Demand vs. Wage Cost Composite (Leading Indicator) Is there a risk of further decline in S&P 500 margins? Image: Morgan Stanley Research