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World Chaos? Not in the Five Recovery Indicators that Improved Since Last Month

By on August 5th, 2015 - Comment

The world news seems full of dire economic chaos, but five of the six recovery indicators improved. (click chart to enlarge) The NASDAQ managed nearly a 2% rise even though all kinds of negative stock market data were swirling around it. In recent days, that included speculation about what happens if Apple stock collapses. You…

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Best June US Commercial Printing Shipments Since 2010, +5.3% vs. 2014

By on August 4th, 2015 - Comment

US commercial printing shipments for June 2015 were the strongest June since 2010. Shipments were nearly $7.2 billion, up +5.3% compared to 2014. For 13 consecutive months, current dollar shipments have been higher than those of the previous year.  (click chart to enlarge) Watch for more details and analysis next week for the return of…

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Changes in Employment and Establishments of Top 5 States Show Effects of Printing Consolidation

By on July 27th, 2015 - 1 Comment

Last week we reviewed how the commercial printing industry in five major metropolitan areas fared in the years after the recession. This week we will show the data for the five largest states industry-wide, and also for small, medium, and large commercial printers. The data are from the Commerce Departments’ County Business Patterns for 2010…

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How Have Big Metro Area Printing Establishments Fared in the Recovery?

By on July 17th, 2015 - Comment

How did the biggest metropolitan areas fare in the recovery? Some did better than others. With the assistance of economic statistics firm Explistats, we have examined data from 2010 (collected less than a year since the official start of the recovery) and compared them with 2013 (the latest data available). We have selected the metro…

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May US Commercial Printing Shipments +2.3%; 11 Months of Increases Compared to Prior Year

By on July 10th, 2015 - 1 Comment

May 2015 US commercial printing shipments were +2.3% higher than 2014, at $7.33 billion in current dollars. This was an increase of $168 million. Because inflation is negative for May compared to last year, the inflation-adjusted increase is +2.7%, or +$194 million. April 2015 shipments were revised down slightly from $7.445 billion to $7.399 billion….

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Recovery Indicators Slip to Downside; Unemployment Report Great on the Outside, Hollow in the Middle

By on July 6th, 2015 - Comment

The recovery indicators had a mixed performance to the downside this past month. New orders for manufacturers and non-manufacturers were up slightly, but the four other indicators fell, with one of them falling below that of the start of the recession.(click chart to enlarge) The NASDAQ had a rocky month but was still over the…

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Q1-2015 GDP Revised to “Less Bad” -0.2%; Q2 GDP in 2% Range

By on June 25th, 2015 - Comment

Real GDP was revised to make the first quarter’s decline much smaller, from -0.7% to -0.2%. Consumer spending was revised higher, as were net inventories. The inventory data have been out of balance for some time; theoretically, long run net inventories should be zero, as goods and services are created to meet the exact demands…

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Fed Lowers GDP Outlook, Likely to Raise Rates by the End of 2015

By on June 18th, 2015 - Comment

The Federal Reserve lowered its forecast of 2015 GDP but maintained its March revisions forth the next two years. The Fed’s forecasts have been reduced twice for 2015, originally with a high range of +3% back in their December forecast, but now just +2.0%. The negative Q1-2015 will be revised again next Wednesday, June 24….

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Recovery Indicators Have a Good Month

By on June 3rd, 2015 - Comment

The spotty nature of the recovery continues. In light of the negative GDP, prognosticators are looking for any data that can tell them the Q2 will be better, as the old rule of thumb about two negative quarters being a recession is in the back of their mind. That’s not the true definition, but it’s…

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Is Q1’s Negative GDP Something to Worry About? Probably Not… But on the Other Hand…

By on June 2nd, 2015 - Comments Off

Harry Truman is known for his request for a one-armed economist, someone who could explain what was happening without saying “but on the other hand” as they discussed the opposing forces that are always present in the marketplace. Last Friday’s GDP revision to negative was expected and shrugged off by most business economists as just…

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