Welcome To the Bottom-Up Economist

 

The Bottom-Up Economist studies the public commentary and financial reports of Corporate America. We aggregate and analyze the disclosures made by hundreds of executive management teams to identify fundamental insights for investors.


Through the use of up-to-date corporate results and management commentary, The Bottom-Up Economist attempts to discern economic trends before they are reflected in government data and become common knowledge. Our unique approach to macroeconomic analysis can be used as a complement or substitute to more traditional methods.

 

Recent Reports

The BUE Report (Q3 2018)

Corporate disclosures during Q3 2018 highlighted shifts in cost inflation trends and increased uncertainty in outlooks.
The BUE Report (Oct 2018)

A bottom-up review of recent consumer results - and the implications for other fundamental trends in the economy.
The BUE Report (Sep 2018)

A bottom-up review of inflation trends in the economy based on the results and disclosures of hundreds of public companies.
The BUE Report (Q2 2018)

ChessQ2 trends drove continued optimism and tighter capacity conditions, increasingly influencing outlooks for growth investment and pricing power.
The BUE Report (Q1 2018)

Management commentary during the Q1 reporting season indicated an important shift in the outlook and psychology of corporate America.
The BUE Report (Q4 2017)

newspaperThere were two topics that dominated company disclosures during Q4 2017 reporting season: cost inflation and tax reform. 
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