Saturday, February 16, 2013

Weekly Indicators: a deepening quandary about the payroll tax edition

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- by New Deal democrat Monthly data released last week included a paltry nominal increase in retail sales, an actual slight decrease i...
Friday, February 15, 2013

Weekend Weimar, Beagle and Putbull

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It's that time of the week again.   I'll be back on Saturday; NDD will be here tomorrow.  Under then:

Is Europe Really Bottoming? Pt. IV Spain

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Let's finish our look at the four largest economies in the EU by analyzing Spain, the fourth largest economy in the region. Let's ...

A note about industrial production

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- by New Deal democrat January industrial production was reported to have unexpectedly declined -0.1. While that isn't good, what...

Is Europe Really Bottoming?, Pt. III; Italy

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Italy is the third largest EU economy, accounting for almost 17% of total EU GDP. The Italian Manufacturing survey noted the following con...

Morning Market Analysis

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Very briefly, yesterday's price action rallied the long end of the treasury curve about 1%.  However, all this did was to rally prices w...
Thursday, February 14, 2013

Is Europe Really Bottoming? Pt. II, France

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I wrote this before today's release of the EU's GDP report.  Suffice it to day, France did not bode well in that release, either. ...

Latest EU GDP Readings Confirm: The Region Is Doing Poorly

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The top graphs shows that on a quarter to quarter basis, the region has been performing poorly for the last five quarters.  The graph ab...

An encouraging initial jobless claims report

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- by New Deal democrat This morning the Labor Department reported initial jobless claims fell to 341,000. The 4 week moving average r...

Morning Market Analysis

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The 60 minute SPU chart (top chart) shows that prices consolidated at the beginning of the month (Feb. 108), then broke through topsid...
Wednesday, February 13, 2013

Is the Payroll Tax Increase Hitting Retail Sales?

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From the Census: The U.S. Census Bureau announced today that advance estimates of U.S. retail and food services sales for January, adjuste...

Morning Market Analysis

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  Japan consolidated from the beginning of the year to early February.  Since then, prices have moved a bit higher, which has pulled th...
Tuesday, February 12, 2013

Japanese Consumer Confidence Makes Sharp Increase

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The chart above shows big jumps since the new government started making waves.  Whether it continues is anybody's guess at this point...

Is the EU Really Healing? Part 1 Germany

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From the last EU press conference announcing the latest interest rate policy: Let me now explain our assessment in greater detail, startin...

Morning Market Analysis: Europe Correcting.

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The above charts are all from Europe -- Spain (top chart), Italy (second from top), emerging Europe (middle chart), Franc...
Monday, February 11, 2013

The BRiCs Little Inflation and Growth Problem

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Consider the following charts of the year over year percentage change in inflation from Russia, Brazil and India: All three econ...