Sunday, January 20, 2013

A second thought for Sunday: it turns out that Jim Cramer's rant was right

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. - by New Deal democrat The Fed released their minutes from 2007 this past week, and while there were concerns about the economy voiced...

A thought for Sunday: Obama's second term priorities

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- by New Deal democrat Reports are that the 3 big priorities for Obama's second term are guns, immigration, and climate chang...
Saturday, January 19, 2013

Weekly Indicators: Consumers, on a tear, ignore increased tax withholding edition

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- by New Deal democrat December monthly data reported this past week included housing permits and starts, both up to new 4 year highs....
Friday, January 18, 2013

Thanks For Our "Linkiest" Week Ever -- and Have A Good Weekend

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This week we have seen a tremendous amount of activity for out little slice of the economic blogsphere. First, Abnormal Returns linked to...

What's Really Happening In Europe?

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This is a great summation of what is happening economically in the EU, from the Economists Free Exchange blog: Let's recall what the e...

Placing the Yen's Movements in Historical Perspective

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On the 25 year yen chart, we see a consolidation pattern between 1998 and 2008. But most importantly, the yen had a strong rally startin...

Morning Market Analysis

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  Several weeks ago, I noted that thanks to the ECB stating it would do whatever it takes to prop up the EU economy, t...
Thursday, January 17, 2013

A Big Thank-You and Welcome to Professor DeLong's Readers

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Both NDD and I are very flattered to learn we are on Professor DeLong's reading list.   This is indeed a very high honor.

Will China Save Us -- Again?

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Chinese economic growth was a primary driver of the world-wide economic recovery from the great depression.  Thanks to a massive stimulus pr...

ECRI's "tell-tale chart" now telling a different tale

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- by New Deal democrat A little over a month ago, ECRI - who started forecasting an "imminent" recession a year and four mon...

Initial claims fall to "normal" range for fist time since Great Recession

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- by New Deal democrat Initial jobless claims were reported at 335,000 this morning. This is the lowest level since January 19, 2008,...

Morning Market Analysis

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  The daily semiconducter ETF chart (top chart) shows that prices are in the middle of an upward sloping channel. Prices have risen a...
Wednesday, January 16, 2013

Brazil's Little Inflation and Growth Problem

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The chart above shows that Brazilian GDP growth is clearly declining.  While the GDP projections are encouraging, it could also be argued...

Dear Matt Yglesias: the Important People ARE wrong to hate Social Security

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- by New Deal democrat AAAARRRGGHHH!!!! I hate to step on Bonddad's stuff, of which there is a ton today, but I simply have to co...

Bonddad Blog Named Top 100 Financial Blog

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The website Suitpossum: Post-Crisis Adventures in Financial Subversion has done a review of financial websites to determine the top 100.  W...

Morning Market Analysis

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Yesterday, Germany announced a negative GDP rate for the fourth quarter.  The market appeared to take the announcement in stride.  The...
Tuesday, January 15, 2013

Deflationary recessions are different

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- by New Deal democrat Last week my colleague Jeff Miller from A Dash of Insight unveiled a long essay about business cycle forecasti...

Are We In For Another Year of Drought And Spiking Crop Prices?

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First, consider the following chart: Also consider this chart of the US drought monitor: Now, consider the these increased temper...

Remember that report that Christmas sales only grew 0.7%? ... Never mind ...

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- by New Deal democrat A couple of weeks ago it was breathlessly reported that Holiday retail sales growth comes in at just 0.7%, Weak...

Morning Market Analysis

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The top chart (SPY, 30 minute time frame), shows that after the big move higher at the beginning of the year, prices have meandered hi...