Haver Analytics
Haver Analytics

Viewpoints: September 2019

  • Global| Sep 30 2019

    "Solving" The Profits Puzzle

    The profits puzzle is no more. A recent report by the Bureau of Economic Analysis (BEA) stated that the primary reason that the GDP measure of operating profits does not show the "large run-up in profits" in other "popular measures" [...]

  • Global| Sep 27 2019

    State Coincident Indexes

    The Philadelphia Federal Reserve Bank's estimates of state coincident activity for August show some increased dispersion and, overall, some signs of softening in economic growth. Over the last 12 months, 29 states show increases in [...]

  • Global| Sep 24 2019

    The Profits Puzzle

    Operating profits for the overall economy have been essentially flat since 2014. Yet, during the same 5-year period operating profits for the S&P 500 companies are estimated to be up by a third. Taken at face value, the profits data [...]

  • State labor markets were mixed in August. Five states experienced statistically significant increases in payroll employment, with 3 (Arizona, Georgia and Kansas) .4 percent or higher. California had the largest numerical gain, but the [...]

  • The August report from the Institute of Supply Management on the manufacturing sector showed a sharp drop in overall activity, with very few firms reporting gains in new orders and production. The manufacturer's purchasing managers' [...]