Friday, February 18, 2011

Weekly Indicators: Oil and Jobless Claims at inflection points Edition

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- by New Deal democrat Last week I said that I was currently watching our high frequency indicators especially to contrast the forces of c...

Gas Prices are beginning to choke off the Recovery

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- by New Deal democrat Yesterday Bonddad asked whether gas prices will choke off the recovery . My view of the industrial production and ...

Breast Beating

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It appears the controversy du jour centers around first lady Michelle Obama's decision to "promote breast-feeding, particularly am...

Manufacturing Still in Good Shape

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This week, we've had three important reports on manufacturing -- industrial production , the New York Fed's Empire State Manufacturi...

Yesterday's Market

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Thursday, February 17, 2011

Are home sellers in 2011 throwing in the towel?

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- by New Deal democrat There is a really interesting article by Scott Sambucci today, Housing: Why are new listing [prices] down so sharpl...

Will Gas Prices Choke Off Recovery?

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From Marketwatch : Treasurys pared an early loss after a report showed U.S. retail sales rising 0.3% last month, less than analysts expect...

A Closer Look At the Labor Force Participation Rate

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The above chart of the labor force participation rate is very important and highlights several important cultural and societal trends. The...

Yesterday's Market

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Wednesday, February 16, 2011

The Misnomer of the "Global Currency Wars"

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From Jeff Frankel's blog: “The Fed is firing a volley in a destructive international currency war.” This is the criticism that has co...

Retail Sales Up .3%

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From the WSJ: Retail sales grew at a glacial pace last month, as winter storms kept shoppers snowbound. Sales rose 0.3% in January from the ...

Plenty of Reasons To Be Hopeful

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Over at the streetlight blog, Kash makes four observations why he is hopeful for this recovery. He first notes that U.S. Manufacturing is p...

Yesterday's Market

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Tuesday, February 15, 2011

Climate Change and Food Prices

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From Bloomberg: Global food supplies will face “massive disruptions” from climate change , Olam International Ltd . predicted, as Agrocorp I...

The Budget Issue

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Over the last few weeks we've seen the basic wrangling between the Republicans and the Democrats on the budget. However, neither party i...

$300/BBL Oil by 2020?

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From this week's Barron's What's the current capacity for global oil production? We are producing about 87 million...

Yesterday's Market

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Monday, February 14, 2011

The Howling you hear is not the Wind

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- by New Deal democrat From CNN : President Obama's budget for 2012 takes a sharp knife to government spending, with proposed cuts that ...

Interest Rates, GDP Growth and the Dollar

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Let's start with these relationships 1.) The dollar's value increases when interest rates increase. The reason for this relations...

The January Jobs report: the Unemployment rate II.

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- by New Deal democrat This is the third and last post in which I dissect the January jobs report. As you recall, there was a lot of head...