Saturday, January 4, 2014

International Week in Review

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Last week, the big news was from the manufacturing sector, which was the primary driver of most market activity.   Here's a link.

Weekly Indicators for Dec.30 - Jan. 2 at XE.com

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  - by New Deal democrat My Weekly Indicators column is  up at XE.com .  The coincident data looks good, but deceleration in the long lea...
Friday, January 3, 2014

Real money supply: significant deceleration, but still positiive

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  - by New Deal democrat It won't be a surprise to anyone who reads my "Weekly Indicators" column that I have something of ...
Thursday, January 2, 2014

Calculated Risk and I have made a bet on housing's direction in 2014

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  - by New Deal democrat Bill McBride, a/k/a The Nicest Blogger on the Internet, and I have almost always seen eye-to-eye on the matter o...
Tuesday, December 31, 2013

International Economic Predictions for 2014

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This is over at XE.com

Marking my forecast for 2013 to market

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  - by New Deal democrat It's time to mark my 2013 forecast from back in January to market. Here's what I said back in Janu...
Monday, December 30, 2013

Rethinking the EUR/USD Double Top Thesis

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This is over at XE.com

The Important economic trends of 2013

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 - by New Deal democrat I have a look back at  12 important economic trends of 2013  up at XE.com. Before I post my 2014 forecast, I st...
Sunday, December 29, 2013

A thought for 2013: The Progressive Economic Case is still Equality, not Armageddon

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  - by New Deal democrat Six years ago I posted an essay on Daily Kos entitled  The Progressive Economic Case: Inequality,not Armageddon ...
Saturday, December 28, 2013

Weekly Indicators for December 23-27 at XE.com

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- by New Deal democrat Weekly Indicators is  up at XE.com . While the tone is still positive, relative weakness spread into more of the...

International Economic Week in Review

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This is over at XE.com
Friday, December 27, 2013

OH NOES!!! So far in the year of Obamacare implementation, 100% of all net jobs created hae been pa- ... wait, what? ... FULL time jobs?!?!?

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- by New Deal democrat Remember how the implementation of Obamacare was killing full time jobs? Doomers, both right and left, were sure ...
Thursday, December 26, 2013

Year-end posting

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  - by New Deal democrat We've reached the end of the year, and data will be light until next Thursday.  But I'm not done. Tomo...

An updated look at the real personal savings rate

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  - by New Deal democrat I have a  new post up at XE.com , discussing the most recent personal savings and spending data, explaining why ...

Chinese Debt Levels Reaching Concerning Levels

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From the Financial Times: China’s credit boom is still in full swing. Total credit in the economy (total social financing) showed a 40 ...
Wednesday, December 25, 2013

Santa had a very rough night ...

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  -  by New Deal democrat In the spirit of "value added," giving you something you won't find on any other economics blog.....
Tuesday, December 24, 2013

Double Top For EUR/USD? [Link Fixed]

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This is over at XE.com
Monday, December 23, 2013

One graph shows why the present stinks (and why the 1960's kicked a**!)

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 - by New Deal democrat I was working on a couple of year-end type pieces yesterday, when I downloaded one graph that says so much about ...

The Long-Term Pound/Yen Chart is Very Bullish

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This is over at XE.com.
Saturday, December 21, 2013

Weekly Indicators for December 16-20 at XE.com

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  - by New Deal democrat Weekly Indicators are  up at XE.com .  Coincident measures have weakened significantly this month.