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Wednesday, March 25, 2026

The CFO Survey First Quarter 2026 – Notable Excerpts

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On March 25, 2026 The CFO Survey was released.  It contains a variety of statistics regarding how CFOs view business and economic conditions...
Tuesday, March 24, 2026

Money Supply Charts Through February 2026

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For reference purposes, below are two sets of charts depicting growth in the money supply. The first shows the M1, defined in FRED as the fo...
Monday, March 23, 2026

The U.S. Economic Situation – March 23, 2026 Update

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Perhaps the main reason that I write of our economic situation is that I continue to believe, based upon various analyses, that our economic...
Thursday, March 19, 2026

Jerome Powell’s March 18, 2026 Press Conference – Notable Aspects

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On Wednesday, March 18, 2026 FOMC Chair Jerome Powell gave his scheduled March 2026 FOMC Press Conference. ( link of video and related mater...

Total Household Net Worth As Of 4Q 2025 – Two Long-Term Charts

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For reference purposes, here is Total Household Net Worth from a long-term perspective (from 1945:Q4 through 2025:Q4).  The last value (as o...
Tuesday, March 17, 2026

Trends Of S&P500 Earnings Forecasts

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S&P500 earnings trends and estimates  are a notably important topic, for a variety of reasons, at this point in time. FactSet  publishes...
Monday, March 16, 2026

S&P500 EPS Forecasts For 2025-2027 As Of March 13, 2026

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As many are aware, Refinitiv publishes earnings estimates for the S&P500.   (My other posts concerning S&P earnings estimates can be...
Wednesday, March 11, 2026

CEO Confidence Surveys 1Q 2026 – Notable Excerpts

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On March 11, 2026, the Business Roundtable released its CEO Economic Outlook Survey for the 1st Quarter of 2026.   Notable excerpts from thi...