A selection of SouthBay's special reports, research and analysis

Employment Related Topics

• Timing the Market with Jobless Claims Data

Analysis of correlation between Jobless Claims and the S&P 500.  Reviews where we've been and what's next for the  S&P.

• Corporate Profit Growth Expectations: The Real Payroll Driver

From consumer spending to manufacturing to the GDP, Jobs cut across all areas of concern.  And behind the story of job growth is corporate profit growth expectations.  Analyzes the role of corporate profits with examples of the last year.  Focuses on what's next given current slowing profit growth expectations.

• An NFP Data Error Hides The Real Trend

 Correcting the rare error in methodology reveals an important employment trend that points to a strengthening economy.

Semiconductors & Business Conditions Related Topics

• Semiconductors: The Best Economic Leading Indicator

Because of their position high up in the supply chain, Semiconductors have become the best indicator of consumer, business, and industrial spending.  Lots of analysis outlining the 6 month advance visibility brought by the silicon world.