Tag Archives: GDP

Corporate Profit Margins at Record Highs

US corporate profits remain healthy. However, nearly all of the growth in profits since the beginning of the economic recovery has been due to margin expansion. US corporate revenue growth continues to be lackluster. Management teams continue to emphasize improving … Continue reading

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Federal Reserve to Release Policy Announcement Tomorrow

The Federal Reserve Open Markets Committee (FOMC) meets for two days this week.  Tomorrow afternoon they will release their policy announcement.  Recall in the past, a 2 day meeting has yielded some type of easing policy.  We believe more stimulus … Continue reading

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Slow Growth Recovery Continues

The final tally on the 1st quarter economic growth is in and it was revised slightly upwards to 1.9%. One of our themes has been that this recovery will be much different from the growth that the U.S. experienced after … Continue reading

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Oil Prices and the Impact on U.S. Consumers

The U.S. Department of Energy estimates that the average U.S. household will spend $825 more on gas this year versus 2010. A $10 dollar increase in the price of oil decreases annual real Gross Domestic Product (GDP) by 0.2%. If gas prices … Continue reading

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