Saturday, January 24, 2015

US Equity Market Week In Review For the Week of January 19-23: The Consolidation Continues

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     One of my favorite themes in looking at charts -- one that I return to fairly often -- is perspective.  While one time frame may offer ...

Weekly Indicators for January 19 - 23 at XE.com

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 - by New Deal democrat My Weekly Indicator post is  up at XE.com . Simply put, you don't have a recession risk when people are bid...
Friday, January 23, 2015

International Economic Week in Review; Big Week For Central Bank's Edition

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This is over at XE.com To sum up this week’s central bank actions: The Bank of England is now a bit less likely to raise interest rate...
Wednesday, January 21, 2015

Looking At the World Bank's and IMF's Lowered Growth Projections

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This is over at XE.com
Tuesday, January 20, 2015

Real wages close in on 35 year high in December

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  - by New Deal democrat The huge decline in gas prices has had a dramatic effect on consumer confidence.  As of last week, it is Near ...
Monday, January 19, 2015

I'm turning more bullish on housing

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  - by New Deal democrat I have a new post up  at XE.com . Lower interest rates should help the housing market - and should subsequentl...

John "Trillion Dollar Loss" Hinderaker Begins The Year Stupidly

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Ol' Trillion Dollar Loss is back, ladies and gentlemen.  And, once again, he's proven that despite having a pretty impressive resume...
Sunday, January 18, 2015

International Economic Preview For the Week of January 19-23

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This is over at XE.com.
Saturday, January 17, 2015

Weekly Indicators for January 12 - 16 at XE.com

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  - by New Deal democrat My Weekly Indicators post is  up at XE.com . I've been saying that at some point soon mortgage application...

US Equity Week in Review For the Week of January 12-16

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     At the start of a new year, it's easy to fall into a pattern of thinking that the market will go up.  After all, it's the new y...
Friday, January 16, 2015

A "perfect" yield curve recession indicator: perfectly awful, that is

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 - by New Deal democrat I have a new piece  up at XE.com , calling out some egregiously bad analysis regarding an allegedly perfect bond ...

Commodity Sell-Off Is A Demand And Supply Problem

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This is over at XE.com Demand is clearly contributing to the commodity sell-off.  After all, economies growing below potential obviously d...

Real retail sales for December: much better, thank you

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 - by New Deal democrat As promised, now that we know the CPI reading for December, here is a comparison of nominal retail sales (blue, l...
Thursday, January 15, 2015

Herewith a blog post about stock prices that does not predict a crash

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  - by New Deal democrat I have a new post  up at XE.com . Investment analysts almost always say that stock prices anticipate corporate...

About that awful retail sales report

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  - by New Deal democrat Yesterday saw the second anomalous horrible number in 4 days from the Census Bureau.  Last Friday it was a big...
Wednesday, January 14, 2015

SPYs Clost At Important Technical Levels

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The SPYs have been in a consolidation pattern since the beginning of December.  At the close today, prices were right below key technical...

Ruble and Copper Are Dropping, Signaling Weakness

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These are over at XE.com Ruble Copper
Tuesday, January 13, 2015

More thoughts on wages from Friday's jobs report; the NFIB report as a leading indicator for wage growth

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  - by New Deal democrat As promised, I've put more thought into the decline of -0.2% in average wages in last week's December jo...

Yes, Virginia, the Republicans Are Economic Idiots

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We're not the only people noting how completely clueless the Republicans are about economic analysis: Virtually everything GOP critics...
Sunday, January 11, 2015

International Economic Preview for the Week of January 12-16

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This is up over at XE.com