U.S. Employment Outlook
U.S. Employment Outlook The outlook of U.S. employment continues to improve. In Q4 2019, 22% of U.S. employers plan to add to payrolls, 5% expect a decrease and 72% expect no change. Image: ManpowerGroup
U.S. Employment Outlook The outlook of U.S. employment continues to improve. In Q4 2019, 22% of U.S. employers plan to add to payrolls, 5% expect a decrease and 72% expect no change. Image: ManpowerGroup
Philly Fed Business Outlook Survey Leads Real U.S. GDP Growth Chart suggesting that the Philly Fed Business Outlook Survey leads real U.S. GDP growth by 3 months. Image: Morgan Stanley Research
U.S. Long-Term Budget Outlook Large budget deficits over the next 30 years could boost federal debt to unprecedented levels. Image: Congressional Budget Office
Central Bank Outlook Interesting chart showing how major central banks will change interest rates by the end of this year (projected interest-rate change). Picture Source: Bloomberg
Jamie Dimon: CEOs optimistic about business outlook Jamie Dimon is Chairman and CEO of JPMorgan Chase and Sylvia Mathews Burwell is the American University’s 15th president. They speak about the state of the U.S. economy with CNBC’s Kayla Tausche. https://www.youtube.com/watch?v=VEeY9k_VHzE
Earnings Sentiment – S&P 500, STOXX 600, Topix, MSCI EM Analysts have raised their S&P 500 earnings outlook in recent weeks, with resilient profits lifting market sentiment. Image: Goldman Sachs Global Investment Research
Forecast of Gold Prices Goldman Sachs is sticking with its $5,400 gold target for the end of 2027. Rising rates could make the climb bumpier, but the bullish outlook may put a floor under pullbacks. Image: Goldman Sachs Global Investment Research
New York Fed GDP Nowcast The New York Fed nudged its Q4 2026 U.S. GDP nowcast down to 2.55% from 2.59%, a minor revision that leaves the growth outlook intact. Image: Federal Reserve Bank of New YorkClick the Image to Enlarge
Sentiment – Risk Appetite and Expected U.S. Equity Market Performance Risk appetite among U.S. equity fund managers has taken a sharp hit in September, as the conflict in the Middle East fuels concerns about its economic fallout and the outlook for monetary and fiscal policy. Image: S&P Global Market Intelligence
NAAIM Exposure Index – Investor Sentiment The NAAIM Exposure Index at 79.70 shows that active managers are still risk-on, with robust U.S. equity exposure and a bullish outlook. The National Association of Active Investment Managers Exposure Index represents the two-week moving average exposure to U.S. equity markets reported by NAAIM members. Image: NAAIM
S&P 500 Index and Trend Channels What we are seeing in U.S. stocks looks more like consolidation than the start of a lasting downturn, with investors digesting recent gains and adjusting their outlook. Image: J.P. Morgan