{"id":49398,"date":"2014-04-04T05:39:53","date_gmt":"2014-04-04T09:39:53","guid":{"rendered":"http:\/\/countingpips.com\/forex-news\/?p=49398"},"modified":"2014-04-04T05:39:53","modified_gmt":"2014-04-04T09:39:53","slug":"ceos-suffer-through-the-same-recurring-nightmare","status":"publish","type":"post","link":"https:\/\/www.investmacro.com\/forex-news\/2014\/04\/04\/ceos-suffer-through-the-same-recurring-nightmare\/","title":{"rendered":"CEOs Suffer Through the Same Recurring Nightmare"},"content":{"rendered":"

By WallStreetDaily.com<\/u><\/a> \"CEOs<\/p>\n

When Friday rolls around in the Wall Street Daily Nation<\/em>, we roll out the charts. After all, a picture is supposed to be worth a thousand words, right?<\/p>\n

Plus, at this point in the week, you’re probably tired of reading my longwinded analysis.<\/p>\n

So without further ado, I’ll (mostly) shut up now, as we serve up a few timely and telling graphics on the most pressing concern facing business owners, first-quarter earnings season and the outlook for stocks in the coming month.<\/p>\n

A New Situation to Worry About<\/b><\/p>\n

Remember when every CEO, analyst and stock market bear had us freaking out about lackluster top-line sales figures?<\/p>\n

They swore it was an indication that American consumers would never get back to their buying ways.<\/p>\n

And it’s impossible for an economy to grow if people and<\/em> corporate entities aren’t buying goods and services.<\/p>\n

Well, we can all chill out now. Sales figures are on the mend – rising 1.8% last year for S&P 500 companies. And top brass at corporations aren’t worried about the situation anymore.<\/p>\n

\u00a0\"\"<\/p>\n

The latest National Federation of Independent Business (NFIB) survey confirms that their top concern is now high-quality labor. That’s an indication of tightening labor market conditions, which means that wage inflation might be around the corner.<\/p>\n

As I pointed out last week, wage growth<\/a> is a trend that could squeeze corporate profit margins if it accelerates fast enough. By all means, keep an eye on it!<\/p>\n

What’s the Excuse This Time?<\/b><\/p>\n

With the first quarter in the bag, it’s time to prepare for an onslaught of earnings reports.<\/p>\n

And as you know, companies in jeopardy of putting up disappointing results always look for a scapegoat.<\/p>\n

Last quarter, unseasonably cold weather provided perfect cover.<\/p>\n

\"\"<\/p>\n

After “searching through all earnings conference call transcripts for S&P 500 companies between January 1, 2014 and March 12, 2014, the term ‘weather’ was mentioned at least once in 195 conference calls,” says FactSet’s John Butters. That represents an 81% increase year over year.<\/p>\n

The only companies that couldn’t blame poor results on bad weather appear to be in the telecom sector.<\/p>\n

What will the most popular talking point be this quarter? Submit your best guess here<\/a>. I bet you the weather still dominates.<\/p>\n

April Showers? Not for Stocks!<\/b><\/p>\n

Economic uncertainty. Valuation concerns. More tapering. And the first predicted dip in corporate profits since the third quarter of 2012.<\/p>\n

Sounds like the perfect recipe for a stock market selloff, doesn’t it? Don’t bet on it!<\/p>\n

April is historically the best-performing month for stocks.<\/p>\n

The S&P 500 Index averaged a gain of 1.7% over the last 40 years, according to Schaeffer’s Investment Research.<\/p>\n

The Dow has put up similarly strong results. In fact, over the last 20 and 50 years, April has been a standout month – with average gains of 2.7% and 2.2%, respectively.<\/p>\n

\u00a0\"\"<\/p>\n

Of course, blindly assuming stocks will rally is a mistake. But if you believe in betting with the odds strongly in your favor, bet on stocks in April.<\/p>\n

That’s it for this week. Before you go, though, let us know what you think of this weekly column – or any of our recent work at Wall Street Daily<\/em> – by going here<\/a>.<\/p>\n

Ahead of the tape,<\/p>\n

Louis Basenese<\/p>\n

The post CEOs Suffer Through the Same Recurring Nightmare<\/a> appeared first on Wall Street Daily<\/a>.<\/p>\n

Article By WallStreetDaily.com<\/u><\/a><\/p>\n

Original Article: CEOs Suffer Through the Same Recurring Nightmare<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

By WallStreetDaily.com When Friday rolls around in the Wall Street Daily Nation, we roll out the charts. After all, a picture is supposed to be worth a thousand words, right? Plus, at this point in the week, you’re probably tired of reading my longwinded analysis. So without further ado, I’ll (mostly) shut up now, as … <\/p>\n

Continue reading “CEOs Suffer Through the Same Recurring Nightmare”<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-49398","post","type-post","status-publish","format-standard","hentry"],"_links":{"self":[{"href":"https:\/\/www.investmacro.com\/forex-news\/wp-json\/wp\/v2\/posts\/49398","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.investmacro.com\/forex-news\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.investmacro.com\/forex-news\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.investmacro.com\/forex-news\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.investmacro.com\/forex-news\/wp-json\/wp\/v2\/comments?post=49398"}],"version-history":[{"count":0,"href":"https:\/\/www.investmacro.com\/forex-news\/wp-json\/wp\/v2\/posts\/49398\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.investmacro.com\/forex-news\/wp-json\/wp\/v2\/media?parent=49398"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.investmacro.com\/forex-news\/wp-json\/wp\/v2\/categories?post=49398"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.investmacro.com\/forex-news\/wp-json\/wp\/v2\/tags?post=49398"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}