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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

Q2 GDP Revised Up, Bigger Rebound from Q1... But What's Ahead?

Q2 GDP Revised Up, Bigger Rebound from Q1... But What's Ahead?

The first report of Q2-2015 real GDP was +2.3%, and now it's been raised to +3.7%, well ahead of forecaster expectations. On a longer-term year-to-year basis, the growth rate is +2.5%, still almost a full percentage point below post-WW2 average.

Longer term rate +2.5%. The effects of inventory increases is still a major factor in the growth, but there were other positives in the report implying that Q2 was broadly better than originally thought. There are concerns among professional forecasters that the inventory buildup will result in slower growth as those stockpiles are reduced. Considering that two thirds of the third quarter is almost complete, we know that international trade is being disrupted by currency and solvency issues in China and other countries. The Federal Reserve Bank of Atlanta GDPNow estimates that third quarter GDP will be at +1.4%. Please also note a recent chart where we showed important key indicators that have yet to surpass their recession levels from Q4-2007.

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Data Analysis Archive

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