Monday, August 2, 2010

ISM Shows Expansion At Lower Level

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From the ISM: "Manufacturing continued to grow during July, but at a slightly slower rate than in June. Employment, supplier deliverie...

Global Chip Sales Increase

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From the WSJ: Global chip sales edged up 0.5% in June from a month earlier, contributing to 7.1% growth in the second quarter from the prio...

China Economy Slowing; Germany Strenghtening

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Starting in the early spring, Chinese officials started to increased reserve requirements to curb lending. They did this rather than raise ...

Yesterday's Market

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On Friday, prices ended the week at important levels. They are right at Fibonacci levels from the 10 day lows and highs and are also betwee...
Friday, July 30, 2010

Weekend Weimar and Beagle

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It's that time of the week. Don't think about the market or the economy until Monday. Until then ....

Weekly Indicators: Besides the GDP report edition

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- by New Deal democrat This was the week we found out that the Great Recession was even "greater" than we thought, and that we wen...

2Q GDP Gross Private Domestic Investment

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Let's continue looking at GDP by looking in more detail at the investment component. Total gross private domestic investment has been in...

2QGDP Personal Consumption Expenditures

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Let's take a close look at the PCE component of the GDP report. Total PCEs are increasing at a moderate pace. While they are not settin...

How Is This Recovery Stacking Up?

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One of this sites trolls -- Bob Swern -- noted the last two quarters have shown a decrease in growth. So, let's see how this recovery...

2Q GDP Up 2.4%

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From the BEA: The increase in real GDP in the second quarter primarily reflected positive contributions from nonresidential fixed investmen...

Yesterday's Market

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Prices on the long-end of the curve are still below their long-term trend line (a). Notice that preceding that move was a decrease in momen...
Thursday, July 29, 2010

Beige Book Part III -- Employment

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From the Federal Reserve: Labor market conditions improved gradually in several Districts. New York, Chicago, Minneapolis, Richmond, and A...

Beige Book -- Part II Consumer Spending

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From the Beige Book: Reports on retail sales during the early summer months were generally positive, although in most Districts the increas...

Beige Book, Part 1 Manufacturing and Services

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Yesterday and tomorrow we get a great deal of information about the US economy. Yesterday the Federal Reserve published the Beige Book and...

Has Housing Bottomed?

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- by New Deal democrat No, not in prices, that is probably still several years and more than 10% away. But have new home sales and starts b...