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Economics and Research

Welcome to the WhatTheyThink Economics & Research Center, where our Director, Dr. Joe Webb, collects, creates, and analyzes the economy, industry trends, and forecasts. Data are from many sources, including our own field research, and provide an overall view of the markets for content creation, print, publishing, digital media, and the factors that shape their future. The approach is often unconventional, and explores topics in ways executives need to ensure they have a richer view of their challenges and opportunities.

NEW Data from the Economics & Research Center

Monthly Commercial Printing Shipments data series. View it here.

Industry Snapshot collection of regularly updated industry data about various measures of business activity. View it here.

Data Analysis

St. Louis Adjusted Monetary Base (The Fed's Balance Sheet)

St. Louis Adjusted Monetary Base (The Fed's Balance Sheet)

The Fed stopped Quantitative Easing a while ago, and the value of its balance sheet fluctuates around the $4 trillion level. As their holdings mature, their aggressive position in the bond market will slowly unwind. Or will it? The Fed is likely to decide to re-invest proceeds in more bonds and obligations, replacing the matured debt with new ones, but not adding to their overall position unless there is a crisis again. Until their first moves where they doubled their balance sheet quickly, from $800 billion to $1.6 trillion, this measure of the money supply moved steadily at about a 6% annual rate, sometimes a little more, sometimes a little less, about half equal to economic growth and the other half to inflation. Whether or not the Fed will reduce its balance sheet or not is still a question in my mind. They could just hold steady, and let inflation and growth catch up to them, which will take quite some time, but not scare the markets. But something always happens that's not according to plan, and the Fed will be interesting to watch as they move from this unchartered territory to another. More info

Data Analysis Archive

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2014/2015 Economic Outlook Webinar with Dr. Joe Webb

This important session includes an economic overview and forecast, printing shipments and profits forecasts, industry demographics and other great insight and contrarian views that will help printing businesses and suppliers to the industry better plan for a successful 2015.

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