Sentences with phrase «cyclical fluctuations»

Speaking of cyclical fluctuations, several developments are worth watching.

As I detailed in Survival Tactics for a Hypervalued Market, the «errors» between actual market returns and those that one would have expected (on the basis of reliable valuation measures 12 - years earlier) are tightly correlated with by cyclical fluctuations in consumer confidence (h / t Mark Louis for that insight).

But even during this decade of underperformance, Japan has gone through cyclical fluctuations around that trend, and it is at least clear that they are in the upward phase of one of these cycles at the moment.

On the profits front, we've developed a number of approaches over the years to understand what drives cyclical fluctuations in profit margins (see for example Recognizing the Valuation Bubble in Equities and The Coming Retreat in Corporate Earnings).

I would like to say a little more about it today and will divide the subject into two aspects: the shorter - term cyclical fluctuations in household credit growth, and the fact that various debt ratios have trended upwards over time.

Hidden in the patterns of genome variation are signals that indicate large cyclical fluctuations in population size that mirror historical patterns of glaciation.

By our own estimates, we expect the nominal total return on the S&P 500 over the coming decade to average about 3.8 % annually, though with very broad cyclical fluctuations producing that overall result.

The DiNapoli Detrend Oscillator strategy is a currency trading strategy that employs cyclical fluctuations over a defined time frame, putting into consideration the volatility of the forex marketplace.

It is the central premise behind inflation targeting, and central bankers — essentially without exception — assert that they have the capacity to affect or even determine inflation in the long term, but that they do not have the capacity to affect the average level of output, much less its growth rate over time, even though they may have the capacity to affect the amplitude of cyclical fluctuations.

But even in those countries where a «dual mandate» was, and is, in operation, policymakers overwhelmingly would have acknowledged that real activity goals are about managing, to the extent possible, cyclical fluctuations around a potential output path.

Unemployment can be caused by people changing jobs, by seasonal fluctuations in demand, by changes in the skills needed by employers, or by cyclical fluctuations in the level of national spending.

But these factors don't explain the cyclical fluctuations in profit margins at all, and can't be used to discard the accounting relationships and decades of evidence that corporate profits have a strong secular and tight cyclical mirror - image relationship with the combined total of government and household savings.

Cyclical fluctuations and regulatory policies have affected access to wild fish stocks.