by NelsonCorp | Oct 10, 2025 | Chart of the Week
This week’s chart compares S&P 500 reported earnings (orange line, top panel) with after-tax corporate profits from the National Income and Product Accounts, or NIPA (green line, top panel). NIPA profits track economy-wide corporate earnings,...
by NelsonCorp | Oct 3, 2025 | Chart of the Week
Well, it happened again. The U.S. government went into “shutdown” this week after Congress couldn’t agree on a stopgap funding bill. We’ve seen this before, and while it makes for plenty of high drama in Washington, for the stock market it tends to be more of a...
by NelsonCorp | Sep 29, 2025 | Chart of the Week
The U.S. economy is looking pretty strong again—or at least it was last quarter. Real GDP growth was revised in the second quarter to 3.8%, a sharp rebound from the -0.6% decline in the previous quarter. As a reminder, real GDP is a measure of...
by NelsonCorp | Sep 19, 2025 | Chart of the Week
Well, it didn’t come as a surprise, but the Fed went ahead and cut rates this week—their first move since last December. What was more interesting, though, were the new economic projections. This week’s chart shows the Fed’s outlook for 2025. The bars track...
by NelsonCorp | Sep 12, 2025 | Chart of the Week
Are bonds back? They’re certainly looking feisty again. As this week’s chart above shows, the Bloomberg GlobalAgg Index, which tracks returns on sovereign and corporate debt across developed and emerging markets, has surged more than 20% from its 2022 low—and...
by NelsonCorp | Sep 5, 2025 | Chart of the Week
There’s been a bit of chatter lately about 30-year Treasury yields and the fact that they have been inching up towards 5%. As a reminder, the 30-year Treasury yield is the interest the U.S. government promises to pay you each year if you let them borrow your...
