Friday, August 10, 2012

Some Points Just Aren't Debatable

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The policy paper issued by the Romney campaign has received a rather harsh reaction since its release.  Brad Delong provided the most well-...

Morning Market Analysis; Bonds Finally Selling Off

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The 60 minute charts of the major sectors of the treasury market show that prices have moved through support and are all now in dow...
Thursday, August 9, 2012

Bonddad Linkfest

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The death of the Kansas moderate (WaPo) WSJ endorses Ryan for VP (Politico) Young in GOP erase social issue lines (NYT) Spellbinding tax...

Personal consumption pattern (PCE's vs. retail sales) still supports expansion

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  - by New Deal democrat Back in March I wrote that the pattern of consumer spending did not support a recession call , showing via graph...

YoY S&P 500 change is a yellow flag

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  - by New Deal democrat As most everyone knows, the stock market is a leading indicator for the economy.  A cursory look at its growth s...

Morning Market Analysis

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Both the Brazilian market (top chart) and Chinese market (bottom chart) have broken through resistance.  The Brazilian market recently...
Wednesday, August 8, 2012

Bonddad Linkfest

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BOE lowers growth projections (BB) BOEs new inflation report (BOE) BOK's rate prospects at its next meeting (BB) Japan's trade d...

Can Global Growth Be Saved?

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Yesterday, I noted that every region in the world is being hit by a growth slowdown.   The BRIC model of growth is producing diminishing re...

Morning Market Analysis

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Over the last few days, we've been watching the markets to see if the equity markets are going to start breaking out.  Let's take a ...
Tuesday, August 7, 2012

Bonddad Linkfest

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A slowdown in growth; an increase in inequality (NYT) US bank lending survey (FRB) Japanese LEIs decrease (FXStreet) British retail sale...

Why Is Global Growth Grinding Slower?

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Over the last few weeks, both NDD and I have taken a pretty exhaustive look at the world's economies.  It started with my look at the Be...

Morning Market Analysis

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Remember, in the US markets, we're on the verge of seeing important downward trend breaks in the bond market and upward trend breaks in ...
Monday, August 6, 2012

Bonddad Linkfest

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Why is this election not in the bag for Romney (WaPo)? In Kansas, conservatives attack moderate Republicans (NYT)   Bond optimism at high...

The European Slowdown

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Asia in not the only region which is slowing down .  The EU is also grinding lower as the following information shows. First, the overall ...

Morning Market Analysis; Safety Trade Going Away?

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Let's start with the Treasury curve, as there are some very important developments here.  Notice that the IEFs and TLTs have...