Jonathan H. Todd

Finance, Investing, Economics

Tag: GDP (page 1 of 4)

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.

Continue reading

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.

Continue reading

Economic Growth Matters. So Does Inequality.

Politicians should focus on growing the economy to help those left behind. But that’s not enough – inequality still looms large over capitalism.
Continue reading

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.
Continue reading

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.
Continue reading

Pushing on a string? The link between the minimum wage and productivity growth

Can the minimum wage be used as a tool to increase the level of productivity in the economy?

Continue reading

The Puerto Rico Debt Default Probably Doesn’t Hurt Your Portfolio, But Don’t Ignore It

Investors may not take a hit directly from the Puerto Rico debt default, but there are still lessons to be drawn.
Continue reading

Selling: An Inevitable UBI World

Universal Basic Income, or UBI, is the economic theory du jour, but there remains a gap between theory and practice.

Continue reading

Slow and Low: Why Is Productivity Growth Flatlining?

Productivity growth has stalled – are we measuring it wrong? Or can we really do less with more? The service economy and inequality might be to blame.

Continue reading

Why Cities Are The Solution To The Populist Wave

Simon Kuper wrote an excellent commentary this weekend on why journalists need to get out of their city bubbles and talk to real citizens who represent more typical life experiences. As he notes, “Today, most remaining journalists live in metropolitan enclaves such as Brooklyn, north London and central Paris, and look like the elites they cover.” It’s difficult to understand how a voter in Iowa feels if you live/work/play all within two miles of Fort Greene.

Continue reading

Older posts

© 2017 Jonathan H. Todd

Theme by Anders NorenUp ↑

Bitnami