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Informationen zum Autor Joseph H. Ellis was a partner of Goldman Sachs and was ranked for eighteen consecutive years by Institutional Investor magazine as Wall Streets #1 retail-industry analyst. Klappentext A 35-year Wall Street veteran unveils a new forecasting method designed to help managers and investors understand and predict the economic cycles that control their businesses and financial fate. Zusammenfassung Presents a practical forecasting model that helps managers and investors to predict ups and downs in market cycles before they impact their companies and investments. This book helps managers and investors analyse how the market will impact their industry, business, or stocks. Inhaltsverzeichnis Preface and Acknowledgements Part 1: "Seeing" The Economy: Creating Order Out of Chaos Chapter 1 Seeing Around Economic Corners Chapter 2 Making Sense of the Economy Chapter 3 Getting Out of Harm's Way: Redefining Economic Downturns Chapter 4 The "ROCET" Method: Antidote for the Recession Obsession Chapter 5 Smart Economic Tracking: Getting the Noise Out Chapter 6 The Nature of Leading Indicators Part 2: Consumer Spending: Cornerstone of the Economy and Stock Market Chapter 7 Consumer Spending: Powering the Demand Chain in the Economy Chapter 8 Consumer Spending and the Stock Market Part 3: Forecasting Consumer Spending Chapter 9 Predicting the Consumer: Do It on the Numbers; Lose the Psychology Chapter 10 Real Earnings: Powerhouse of the Economy Chapter 11 Employment and Unemployment: The Economy's Deceptive Laggard Chapter 12 Interest rates! The Fed's Mystique! and The Core Role of Inflation Chapter 13 Interest Rates and the Stock Market: A Concerned Look Forward Chapter 14 Federal Deficits and Interest Rates: There Is a Link Part 4: From Theory to Practice Chapter 15 "Drilling Down:" Forecasting For Your Own Industry or Company Chapter 16 Conclusion: Making Economics Happen Appendix 1 Credit: Consumer Spending's "Swing Factor" Appendix 2 Charting Economic Cause and Effect: Does it Work Outside the U.S.? Appendix 3 Major Industry Data Series Appendix 4 www.AheadoftheCurvetheBook.com Appendix 4 URLs for Charts in this Book ...
Sommario
Preface and Acknowledgements
Part 1: Seeing The Economy: Creating Order Out of Chaos
Chapter 1 Seeing Around Economic Corners
Chapter 2 Making Sense of the Economy
Chapter 3 Getting Out of Harm s Way: Redefining Economic Downturns
Chapter 4 The ROCET Method: Antidote for the Recession Obsession
Chapter 5 Smart Economic Tracking: Getting the Noise Out
Chapter 6 The Nature of Leading Indicators
Part 2: Consumer Spending: Cornerstone of the Economy and Stock Market
Chapter 7 Consumer Spending: Powering the Demand Chain in the Economy
Chapter 8 Consumer Spending and the Stock Market
Part 3: Forecasting Consumer Spending
Chapter 9 Predicting the Consumer: Do It on the Numbers; Lose the Psychology
Chapter 10 Real Earnings: Powerhouse of the Economy
Chapter 11 Employment and Unemployment: The Economy s Deceptive Laggard
Chapter 12 Interest rates, The Fed s Mystique, and The Core Role of Inflation
Chapter 13 Interest Rates and the Stock Market: A Concerned Look Forward
Chapter 14 Federal Deficits and Interest Rates: There Is a Link
Part 4: From Theory to Practice
Chapter 15 Drilling Down: Forecasting For Your Own Industry or Company
Chapter 16 Conclusion: Making Economics Happen
Appendix 1 Credit: Consumer Spending s Swing Factor
Appendix 2 Charting Economic Cause and Effect: Does it Work Outside the U.S.?
Appendix 3 Major Industry Data Series
