Executive Summary This report explores the relationship of the business cycle to the performance of the stock market. The question we want to answer is, can stock market investors use this relationship to their advantage? Specifically, can an investor improve performance by adjusting equity exposure based on cues from the business cycle? We find that […]
Chart 1: Selected Measures of Aggregate Economic Activity The Bureau of Economic Analysis (BEA) published its first estimate of second quarter Gross Domestic Product (GDP) this morning along with revisions to the series that go back to 2013. The headline number of a 1.2% seasonally adjusted annual rate of growth, was well below the consensus estimates […]
For those of you who sat through all three parts of our Special Report on manufacturing employment, a lot of what you will be seeing here will look familiar. But, for those who are just joining the proceedings, I need to give you a little bit of background on what these reports are all about. […]
NoSpinFORECAST is a management resource tool designed to help you make better business and investment decisions, forecasting 9-12 months ahead in the business cycle.
Through our subscription service, NoSpinFORECAST provides comprehensive charts of statistical data and in-depth analysis of current U.S. economic statistics in easily understandable monthly reports that allow readers to make better business and financial decisions. Based on facts, not conjecture – thus “no spin” – these reports are based on hard numbers, statistical information provided by the U.S. Government and other reliable resources.