2010

The Institute for Supply Management (formerly the National Association of Purchasing Management) releases the widely-followed Report On Business® each month.  This is considered the most important data set in the manufacturing sector.…

Early in the year, I posted a few times on a coming wave of mortgage defaults generally and the economic effect of living in defaulted accommodation specifically. My conclusion at the time was that, while the consumer spending due to the…

Real Estate Investors or Speculators?: Casey Research's thoughts on risk management amongst real estate investors makes one wonder how much real estate activity is purely speculative. The Problem With QE2: Comstock Partners explains…

Highlights The US dollar starts a critical week on the defensive.  A new round of long-term asset purchases by the Federal Reserve coupled with a stronger than expected Chinese PMI weighed on the dollar and encouraged purchasing of…

The banking has not reached the halfway point, maybe not even the midpoint of the first quarter. The FDIC has recorded 307 bank failures. The total could reach 1,800 - 3,000.

by Edward Hugh Spain’s troubled banking sector is back in the news again. Despite the apparently successful stress tests carried out over the summer problems persist, and don’t seem likely to go away soon. Foremost among these is the…

Unemployment and Foreclosures | Credit Writedowns FT.com / FTfm - Edward Chancellor - Capt Bernanke on course for icebergs Frank Rich - The Grand Old Plot Against the Tea Party - NYTimes.com Maureen Dowd - Can the Dude Abide? -…

There seem to be some weak and also some fairly good correlations between foreclosures and unemployment. However, there are likely be housing bubble factors as well.

How the Brain Reacts to Financial Bubbles - NYTimes.com Review: T-Mobile G2 - Mobile Crunch Special Report: A Marshall Plan for America's housing woes| Reuters As HAMP goes up in smoke, U.S. needs new housing plan| Reuters How to…

by Annaly Capital Management Thursday’s third quarter GDP release provides a ton of fodder for the data dorks among us. There will be more to follow on this in the October monthly commentary, but today we’ll look at just one of the…