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Industry Profits Remain Rangebound but Positive, Show Effects of Consolidation and Market Adaptation

By on September 10th, 2014 - Comment

Second quarter US commercial printing profits were $1.13 billion, based on the recent Quarterly Financial Report issued by the Department of Commerce and combined with other Commerce Department and Bureau of Labor Statistics data. This was down -7.5% compared to Q2-2013. For the last four quarters, total profits were $3.67 billion, and that is +20%…

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Positive Reviews for “This Point Forward” by Dr. Joe Webb and Richard Romano Prior to Its Graph Expo Release

By on September 9th, 2014 - 2 Comments

We are pleased to announce that Graph Expo 2014 is the release date of the new book by me and Richard Romano, This Point Forward: The New Start the Marketplace Demands. Free hard copies will be made available at the show (details below). Disrupting the Future was published in 2010, and likely had the largest…

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Employment Report Inconsistent with Recent Upbeat Economic Data; Content Creation Jobs Grow

By on September 9th, 2014 - Comment

Last week, the ISM manufacturing and non-manufacturing reports were very positive, especially for new orders. The week prior, the second quarter GDP revision showed an economy that stood firm coming out of a bad first quarter. Some of that went out the window last Friday with a lackluster employment report that the Bureau of Labor…

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Recovery Indicators Have a Good Month

By on September 4th, 2014 - Comment

The recovery indicators have strengthened again with the NASDAQ having a good month, and the ISM manufacturing indicators had an exceptional month, with a big increase in new orders. The ISM non-manufacturing new orders declined slightly, but that index is at a very high and bullish level. The import index declined nearly to the level…

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July 2014 Printing Shipments up +2.6%, Two Consecutive Months of Growth

By on September 4th, 2014 - Comment

July 2014 US commercial printing shipments were $6.24 billion, up +$157 million (+2.6%) compared to 2013 on a current dollar basis, and up +$27 million (+0.4%) on an inflation-adjusted basis. This is the second month of gains, and it was in what is typically the slowest month of the printing year because of scheduled plant…

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First Revision to Q2-2014 GDP is Up, Now Estimated at +4.2%

By on August 28th, 2014 - Comment

The first revision to the second quarter’s GDP raised the estimate from +4.0% to +4.2%. Remember, this follows a first quarter that was revised three times and is currently estimated as -2.1%. It’s probably best to think of the second quarter as “catch up” for a variety of factors including an inventory timing adjustment and…

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Dr. Joe Rambles About Marketing, Printed Electronics, Staples, and Retail Sales

By on August 21st, 2014 - Comment

The CMO Council has released its State of Marketing 2014 report, and here are some highlights from the executive summary; I have identified some key phrases in italics: more than half of marketers pointed to their effectiveness in uplifting digital marketing capabilities and improving engagement with customers online nearly 60 percent of chief marketers list…

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NFIB Small Business Index Up Slightly

By on August 14th, 2014 - Comment

The National Federation of Independent Business (NFIB) has a monthly survey of members that is watched by economists interested in judging the health of small business. The press release for the most recent report can be downloaded from their site. The report is available for download as a PDF. Their economist noted that “capital spending…

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Recovery Indicators Mixed, Strong ISM New Orders Data; A Different Look at Employment

By on August 5th, 2014 - Comment

The recovery indicators were mixed yet again, but the ISM New Orders for manufacturing and non-manufacturing were very strong. This implies a strong start to Q3. (click chart to enlarge) The NASDAQ had a tough month with markets adjusting to the suspicion that the Federal Reserve will take away the low interest rate punch bowl…

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June US Commercial Printing Shipments Rise +4.2%; First Half of 2014 Down -2.2%

By on August 5th, 2014 - Comment

June 2014 US commercial printing shipments were up $252 million (+4.2%) compared to 2013. On an inflation-adjusted basis, they were up $111 million (+1.8%). May 2014 shipments were revised down -$46 million, and finished the month down -$284 million (-4.1%) on a current dollar basis, and down -$458 million (-6.4%) compared to May 2013. For…

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