250 likes | 392 Views
Harry S. Dent, Jr. HS Dent Advisors Network June 2010 Conference Call. Key Economic Indicator Weekly Leading Index. May 10. Dec 07. Jan 09. Sep 09. Nov 08. The WLI forecasts economic growth approximately 7 months into the future. Jul 09. Source: ECRI. Weekly Leading Index Cumulative.
E N D
Harry S. Dent, Jr.HS Dent Advisors NetworkJune 2010 Conference Call
Key Economic Indicator Weekly Leading Index May 10 Dec 07 Jan 09 Sep 09 Nov 08 The WLI forecasts economic growth approximately 7 months into the future. Jul 09 Source: ECRI
Weekly Leading Index Cumulative Source: ECRI
Key Economic Indicator Daily Growth Index Source: Consumerindexes.com
Total Retail SpendingJanuary 1992-May 2010 Source: census.gov
Mortgage Applications for PurchaseSeasonally Adjusted Source: Bloomberg
Initial Jobless ClaimsSeasonally Adjusted Source: Bureau of Labor Statistics
Private and Public Sources of Income Source: “Set Aside Fears of Inflation – Just for Now,” Barrons, May 29, 2010
Total United States Private Debt Source: Federal Reserve Flow of Funds Report
$ 8 Trn FMae/FMac Bonds $ 4 Trn Wall Street Toxic Securities $14 Trn Consumer Mortgages/Credit $5 Trn Other Financial Sector $11 Trn Corporate and Comm. RE State and Local Govt. Bonds $ 3.0 - $4.0 Trn $ 2.5 - $3.0 Trn $ 6.0 - $7.0 Trn $2.0 - $2.5 Trn $5.0 - $6.5 Trn $0.5 - $1.0 Trn Estimated Debt Write-offs in Private Sector TOTAL WRITE-OFFS $19.0 - $24 Trn
Financial Sector Debt Outstanding$Millions, Seasonally Adjusted Annual Rates Source: Federal Reserve Flow of Funds Report
Swap Spreads Source: Bloomberg
Dollar Libor Source: Bloomberg
High Yield Bonds Source: Bloomberg
Chinese Home Prices Source: “Home Truths,” Economist, May 29, 2010
Chinese Mortgages Source: “Home Truths,” Economist, May 29, 2010
Investors Intelligence Source: Market-Harmonics.com
S&P 500 Sentiment Source: Trade-Futures.com
T Bond Sentiment Source: Trade-Futures.com
Gold Sentiment Source: Trade-Futures.com
Crude Light Sentiment Source: Trade-Futures.com
Dollar Index Sentiment Source: Trade-Futures.com