Jonathan H. Todd

Finance, Investing, Economics

Tag: business (page 1 of 6)

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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The 3 charts to start your day: Le spread, Trump’s economy, and the retail apocalypse

Good morning. Here are 3 charts that are driving the chatter around finance, investing, and economics today.

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Where Does the Dollar Go From Here?

The dollar has become the bellwether for the Trump administration’s economic policies, but it’s unclear where the greenback will go from here.

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Watching the Post-Election 2/10 Spread

The spread between 2-year and 10-year Treasuries provides a good benchmark for how investors feel about the Trump administration.

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Morning Minutes: December 20, 2016

Economic uncertainty is rising. Geopolitical tensions are churning. And the financial burdens of having young children (but we still love them).

Here’s what you need to know this morning.

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Morning Minutes: December 19, 2016

The president’s Council of Economic Advisers releases its annual report. Apple probably owes a lot in taxes, to nobody’s surprise. And how have technology companies impacted the social and political landscape of the United States?

Here’s what you need to know this morning.

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Why Stock Markets Could Be the Canary in the Income Inequality Coal Mine

Income inequality is widening in the United States, and its impact could be felt in the stock markets.
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Q3 GDP Report: Inventories up, but manufacturers are pretty good forecasters

Inventories grew as a larger-than-expected share of GDP, worrying investors. But manufacturers are actually pretty good when it comes to predicting demand.
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Rent Regulation and the Travails of the New York Real Estate Developer (And I Don’t Mean Donald Trump)

Rent regulation and restrictive building policies have long been two qualities of New York real estate. But if you eliminate one, you can eliminate both.

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