Saturday, March 29, 2014

International Week In Review

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This is up over at XE.com

Weekly Indicators for March 24-28 at XE.com

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 - by New Deal democrat OMG it's 'green shoots'!!! There's been a definite "spring-ing back" in the indicator...
Friday, March 28, 2014

Why I disagree that real private fixed residential investment forecasts economic improvement this year

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 -  by New Deal democrat Bill McBride a/k/a the nicest blogger in the econoblogosphere has forecast a strong 2014, which is in contrast t...

Brazil ETF Breaks Through Resistance

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UK Economy Hitting Its Stride

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This is over at XE.com
Thursday, March 27, 2014

My housing bet with Calculated Risk: February results

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 -  by New Deal democrat As most readers know  Bill McBride a/k/a Calculated Risk and I have a charitable bet  about the direction of ...

Initial claims return to post-recession lows; gross domestic income improves

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  - by New Deal democrat Just a couple of quick hits about data released this morning. First of all, initial claims, at 311,000, caused...

More Signs Of A Short-Term US Equity Market Top

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The IWMs (top chart) have moved through the 117 level, although the longer-term uptrend is still in place.  The real concern now is th...
Wednesday, March 26, 2014

Chinese Rebalancing: A Work in Progress

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This is over at XE.com

India ETF Breaks Through Resistance

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The Indian ETF above had been hitting resistance in the upper 56-upper 57 region since 4Q of 2013.  However, prices have now moved throug...
Tuesday, March 25, 2014

New home sales now *also* down YoY

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  - by New Deal democrat This morning the Census Bureau reported that seasonally adjusted February new home sales were 440,000, which is ...

Latin Amercan ETFs Underperforming

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Above is a one year comparison chart for 6 Latin American ETFs.  With the exception of Argentina, all are in negative territory.  There a...
Monday, March 24, 2014

Can We Please Start Fixing Our Infrastructure Now?

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From the NY Times: It is a danger hidden beneath the streets of New York City, unseen and rarely noticed: 6,302 miles of pipes transport...
Saturday, March 22, 2014

Weekly Indicators for March 17 - 21 at XE.com

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  - by New Deal democrat This week's edition is  up at XE.com . Appropriately for the week of the vernal equinox, the high frequenc...

International Week in Review; More of the Same Edition

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This is up over at XE.com
Friday, March 21, 2014

Chinese Yuan Moves Higher

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This is up over at XE.com

No Oil Premium For Ukraine Situation

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Above is a chart for West Texas Intermediate Crude.  It rallied a bit in the first part of the year, but prices broke support and are now...
Thursday, March 20, 2014

Soft patch in production may be over, but beware outright losses in employment in coming months

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  - by New Deal democrat I have a  new post up at XE.com . While the important February data all looks positive so far, the 1% decline ...

Grains and Softs Break Out On Weekly Charts

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  Above are the weekly charts for grains (top chart) and softs (bottom chart).  Both show clear downward trends for most of the past...
Wednesday, March 19, 2014

Fed Acknowledges Potential Deflation Problem

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This is over at XE.com