Saturday, November 26, 2011

Weekly indicators: hope for a good jobs report edition

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- by New Deal democrat In the rear view mirror, second quarter GDP was revised down from 2.5% to 2.0%. The more forward looking durable g...
Thursday, November 24, 2011

Why I'm giving thanks to the Occupy Wall Street movement

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- by New Deal democrat This Thanksgiving something like 99% of Americans owe a special thanks to the Occupy Wall Street movement. It is n...
Tuesday, November 22, 2011

Happy Thanksgiving

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My father is in for the holidays, so I think this is a good time to sign off for the already holiday shortened week.  We'll be back next...

About The "Oursourcing Our Jobs" Argument

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From the WSJ: U.S.-based multinational corporations added 1.5 million workers to their payrolls in Asia and the Pacific region during t...

No Really -- CRA and the GSEs Weren't the Reason for the Collapse

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For those of us in the economic blogsphere, Barry Ritholtz over at the Big Picture is a bit like a blogfather .  He was one of the first eco...

Morning Market

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Yesterday, the market sell-off continued: The 5-minute charts clearly shows prices consolidating and then breaking support at the 123 l...
Monday, November 21, 2011

Bonddad Linkfest

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Job polarization is increasing in the US China confirms spending plan of $1.7 trillion Is vocational training the answer? Eurozone print...

Getting deep into the weeds about Jobs, Jobs, Jobs

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- by New Deal democrat It's been quite a while since I looked at detailed metrics of future job growth, something I devoted a lot of t...

Morning Market

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Remember that the story for the last few weeks has been the equity market's trading range and which way they would break.  At the end of...
Saturday, November 19, 2011

Weekly Indicators: ECRI vs. the LEI edition

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- by New Deal democrat Monthly data for October released in the last week was excellent. In stark contrast to ECRI's continued recess...
Friday, November 18, 2011

Bonddad Linkfest

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Italian industrial orders slump Chinese housing prices fall EU companies face lending squeeze S&P upgrades Brazil Euro holding up q...

Psssst: is this the beginning of the end of the housing bust?

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- by New Deal democrat Housing construction is a long leading indicator, indeed along with interest rates probably the most important one....

Recession Watch

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Here are charts of some of the indicators used by the NBER to determine whether or not the US is in or headed toward a recession: Real ...

Will the Dollar Rally?

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From Daily FX: Back in September of 2008, the credit markets began to seize when news that Lehman Brothers had lost access to its credit...
Thursday, November 17, 2011

Morning Market

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For the last few weeks, the market has been moving sideways.  Yesterday, we saw a change in several of the major equity ETFs. On high v...

Bonddad Linkfest

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Speculators increase raw materials bets Five risks heading into 2012 The economy's overall structural shift US economy shows signs o...

Jon Stewart on the "Super" Committee

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If it wasn't for Jon Stewart, I wouldn't be able to deal with the 24 hour news cycle.  The Daily Show with Jon Stewart Get Mor...

What Does the Market's Low Volume Tell Us?

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From Mark Hulbert: To find out how worried we should be, I analyzed stock-exchange volume at the beginning of all bull markets since t...

Bonddad Linkfest

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How to succeed even if the super-committee fails Republicans have tax policy identity crisis Spanish bonds near critical level Deficit p...

Morning Market

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Today I want to start with oil, as its rally is ongoing.  Prices moved through the 102 price level, but have fallen back in a standard pr...