May 24, 2011
Earlier this month we saw evidence of slowing consumption in the Advance Monthly Retail Trade Report for April from the Census Bureau (see my analysis here). I’ve now updated my Consumer Metrics Institute (CMI) charts through the late…
May 7, 2011
Note from dshort: I’ve updated my Treasury yield charts through Friday, May 6th.
Yields continued their slide on Friday — not surprising in the wake flight from equities and commodities over the past few days. In fact the bench…
May 5, 2011
Note from dshort: I’ve updated my Treasury yield charts through May 5th.
Yields continued their slide today — not surprising in the wake of the surge in unemployment claims and the flight from equities and commodities over the …
“Son, no matter how far you travel, or how smart you get, always remember this: someday, somewhere, a guy is going to come to you and show you a nice brand-new deck of cards on which the seal is never broken, and this guy is going to bet you that the j…
The Bin Laden death rally will introduce a distortion into the market’s normal cyclical patterns. In this case the distotion is procycical and therefore it…
Happy Easter! Cycle projections suggest that the market will celebrate by heading for new highs over the next few days or weeks. The net aggregate…
is the 3.3 billion missed payment a few days ago connected to the 1.75 billion loss on swaptions?
is it meaningful?
The indicator picture is a mishmash. In the very short run, based on aggregate cycle patterns, the probability would be that the low would be…
The National Association of Liars reported existing home sales for December today. They said that existing home sales “increased 2.7 percent to a seasonally adjusted annual rate of 5.36 million in January from a downwardly revised 5.22 million in Dec…
From Generational Dynamics:
“Violent protests continued across Egypt on Thursday, for a third consecutive day, despite a large deployment of security forces by the government, according to VOA. The protesters are trying to bring down the 82 year old…
