Saturday, May 17, 2014

International Week in Review: Japanese and EU Slowdown in the Works Edition

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This is over at XE.com http://community.xe.com/forum/xe-market-analysis/international-week-review-japanese-and-eu-slowdown-works-edition

Are skyrocketing rents and increased food prices behind the decrease in tax withholding?

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  - by New Deal democrat Earlier today in my Weekly Indicator column I highlighted the anomaly of an outright YoY decline in tax withhold...

Weekly Indicators for May 12 - 16 at XE.com

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  - by New Deal democrat WTF is going on with tax withholding?!?
Friday, May 16, 2014

Single family vs. multi unit housing permits and starts: it's still not different this time

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  - by New Deal democrat As I pointed out in my earlier post today, housing starts are considerably more volatile than permits.  In fact,...

Congratulations to Bill McBride

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  - by New Deal democrat As I suspected, housing starts rebounded strongly from their last two months and blew past the 1,023,000 number ...
Thursday, May 15, 2014

A true mixed reading on another long leading indicator

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  - by New Deal democrat I have a new post  up at XE.com  discussing real retail sales per capita, which typically peak about one year or...

Will Bill McBride win our housing bet tomorrow?

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  - by New Deal democrat Tomorrow April's housing permits and starts will be reported, and there's a decent chance that Bill McBr...
Wednesday, May 14, 2014

Japanese ETF Breaks Through Resistance

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Since the beginning of February, the Japanese ETF has been trading in a downward sloping triangle pattern as traders have begun to slight...
Tuesday, May 13, 2014

Why Austerity Doesn't Work

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This is over at XE.com http://community.xe.com/forum/xe-market-analysis/why-austerity-does-not-work

Indian Market Hits Yearly High on Election News

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News that Modi will win the Indian election has rallied Indian shares to yearly highs.  However, there are questions as to whether the v...
Monday, May 12, 2014

The Failure of Austerity: Greece

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This is over at XE.com http://community.xe.com/forum/xe-market-analysis/failure-austerity-greece

Take the Dows Record High With A HUGE Grain of Salt

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    Yes, the Dow closed at a record high.  However, the QQQs (NASDAQ, top chart) and IWMs (Russell 2000, lower chart) are both co...
Sunday, May 11, 2014

This is still the graph that scares me

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   - by New Deal democrat Two years ago I ran a post entitled, "This is the graph that scares me," featuring the below graph of ...
Saturday, May 10, 2014

Weekly Indicators for May 5-9 at XE.com

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  - by New Deal democrat This was another week of  nearly uniformly positive  contemporaneous economic data. The "Spring spring...

International Week in Review: Big Central Bank Week Edition

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This is over at XE.com http://community.xe.com/forum/xe-market-analysis/international-week-review-big-central-bank-week-edition
Friday, May 9, 2014

A third long leading indicator probably turned negative in Q1 2014

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  - by New Deal democrat Corporate profits deflated by unit labor costs . This post is up over at XE.com.
Thursday, May 8, 2014

In which I am a semi-wet blanket about that 401(k) story

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  - by New Deal democrat By now you've probably all read at a bunch of blogs about how IRS data shows that Americans increased their...

The Failure of Austerity: Spain

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This is over at XE.com http://community.xe.com/forum/xe-market-analysis/failure-austerity-spain
Wednesday, May 7, 2014

Real median wages for occupational employment decline -0.6% in 2013*

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  - by New Deal democrat Most of the measures of real wages that I have tracked bottomed either in the beginning of 2013 or in late 2012,...

Unit labor costs up YoY, gain in first quarter

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  - by New Deal democrat I have a new post up  at XE.com  reporting on unit labor costs, which were just reported for the first quarter. ...