Saturday, August 17, 2013

Weekly Indicators: Jobless claims, consumer spending are the stars of the show edition

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 - by New Deal democrat There was a full plate of July monthly data this past week. Industrial production laid a big goose egg, unchan...
Friday, August 16, 2013

Weekend Weimar, Beagle and Pit Bull

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I'll be back on Monday; NDD will be here over the weekend.

The truth about the decline in real median household income

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- by New Deal democrat This is the final installment in a series I began a couple of months ago, after Pulitzer Prize winning journal...
Thursday, August 15, 2013

Market/Economic Analysis: Emerging Economies

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The central story of the last 10-20 years can be distilled down to the following story: emerging developing economies (EDEs) sell raw materi...

Is the EU Recession Really Almost Over?

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Last week I noted that recent data -- specifically from the Markit manufacturing and service sector surveys -- were pointing to an EU recove...
Wednesday, August 14, 2013

Thoughts On All Things Economic

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Over at the Big Picture, Barry has been doing a lot of thinking on economists.  His discussion has got me thinking about this topic as well....
Tuesday, August 13, 2013

The Developed World Is Leading the Developing World

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From the Economist:

Will The Wealth Effect Lead to Increased US Consumer Borrowing?

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As I noted last week, I'm pretty sanguine about the US economy.  Despite some decent ISM numbers last week, we're facing a third yea...
Monday, August 12, 2013

Mexico to Liberalize Oil Industry

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From the FT: President Enrique Peña Nieto will take a leaf out of the history books when he reveals a long-awaited energy reform this week...

Oil Is Still Trading At Elevated Levels

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Here's a chart of oil The 104-108 range is still holding.  There are a few reasons. Increased Demand: Oil demand in the US...

Market/Economic Overview: US

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Let's start by reviewing the data releases from last week. The Good The ISM Services index printed very strong in last week's re...
Sunday, August 11, 2013

Dear Credit Writedowns: No, No, No, No, No!

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. - by New Deal democrat The blog "Credit Writedowns" has a post this morning entitled Household Income in the U.S. remains wel...
Saturday, August 10, 2013

Weekly indicators: consumer spending breaks on through to the other side edition

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 - by New Deal democrat This may have been the slowest week for monthly data ever. The only item of note was the ISM services report, ...
Friday, August 9, 2013

Weekend Weimar, Beagle and Pit Bull

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I'll be back on Monday; NDD will be here tomorrow. Until then, relax.  

US GDP Growth Since 2009; Investment

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The above chart shows the quarter to quarter percentage change in GDP and the contribution from investment.  Here we see a somewhat spot...

An Overview Of the World Economic Situation

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From the Reserve Bank of India: Since early May when the Reserve Bank issued its Monetary Policy Statement for 2013-14, global growth ha...
Thursday, August 8, 2013

Will the Second Half Print Strong Growth?

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There's a lot of very conflicting information on the US economy right now.  On the negative side we have the sequester and the potential...