Saturday, March 28, 2015

Weekly Indicators for March 23 - 27 at XE.com

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 - by New Deal democrat My Weekly Indicator post is  up at XE.com . Signals are very mixed.
Friday, March 27, 2015

Three very mixed forward looking signals from this morning's GDP revisions

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  - by New Deal democrat I have a new  post up at XE.com . This morning's final revision to 4th quarter GDP actually contained 3 pi...

International Economic Week in Review: Euro Turnaround May Be In Process Edition

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This is over at XE.com
Thursday, March 26, 2015

Housing is still a positive for 2015

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 - by New Deal democrat At the beginning of the year, I forecast continued growth, in large part due to lower mortgage rates and an impro...
Wednesday, March 25, 2015

Kraft is a Great Company For Heinz to Purchase

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     Today’s blockbuster news event was the announcement the Heinz and Kraft would merge.   Bloomberg provides a good,overarching analysi...

Has the EU Finally Turned the Economic Corner?

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This is posted over at XE.com.
Tuesday, March 24, 2015

Five graphs to watch in 2015: second update

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 -  by New Deal democrat At the end of last year, I highlighted  5 graphs to watch in 2015.   Now that we have all of the February rep...
Monday, March 23, 2015

Microsoft is Still a Growth Story

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I do already own the company.  But, t his is not an invitation to either buy or sell these securities.  Do your own research and figure it...

International Economic Preview For the Week of March 23-27

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This is over at XE.com
Sunday, March 22, 2015

US Equity Market Review For the Week of March 16-20: Small and Mid-Caps Outperform, Edition

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This is over at XE.com
Saturday, March 21, 2015

Weekly Indicators for March 16 - 20 at XE.com

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  - by New Deal democrat My Weekly Indicators post is  up at XE.com . Continuing weakness in steel production and domestic rail carload...
Friday, March 20, 2015

International Economic Week in Review: Minute by Minute, Edition

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This is over at XE.com

No, the yield curve is NOT forecasting mediocre growth. Right now it actually isn't forecasting anything

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 - by New Deal democrat A 3 dimensional view of the yield curve in the treasury bond market at the New York Times has gotten a lot of pla...
Thursday, March 19, 2015

Is 2% core inflation the Fed's target, or a ceiling?

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 - by New Deal democrat I really don't have much to add to what you have probably read elsewhere about the Federal Reserve's p...
Wednesday, March 18, 2015

The S&P Case Shiller Index as objective evidence of a housing bubble, and a leading indicator for core inflation

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 - by New Deal democrat Recently I had a pretty good and spirited discussion about macroeconomics and forecasting the Great Recession...

With a Yield Over 5%, Take A Long Look At Phillip Morris

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     This article is not a solicitation to buy or sell these securities.  You might also want to do your own research into this; heck, yo...
Tuesday, March 17, 2015

Ignore housing starts, housing permits were encouraging

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  - by New Deal democrat You don't need decent weather to get a housing permit.  You need decent (or at least not horrendous) weather...

February may have seen a sharp intensification of deflation

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  - by New Deal democrat I have a new post  up at XE.com .  According to the Billion Prices Project, consumer prices fell sharply in Febr...
Monday, March 16, 2015

International Economic Preview For the Week of March 16-20

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This is over at XE.com
Sunday, March 15, 2015

US Equity Market Review For the Week of March 9-13; Hey, It Looks Like More Consolidation, Edition

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This is over at XE.com