2011

The Bureau of Labor Statistics' Consumer Price Index (CPI) is probably the target of more anger than any government dataset. And certainly, it's not great at measuring inflation. But gauging inflation can be tricky; so today, I wanted to…

Greece and Ireland appear to have lost an important political ally with the sidelining of Dominique Strauss-Kahn as both plead for more financial assistance from European partners to avoid an early restructuring of debt. The key word is…

So, the data are weakening. What does that portend for the rest of the year? Lakshman Achuthan of the ECRI thinks it means a serious global slowdown. Below is a recent interview he did on Yahoo's Tech Ticker explaining why.

So, the Fed has basically just announced it will stop QE2. It will then start selling Treasuries. And remember, this is at the same time the Treasury is selling $10 billion a month in mortgage securities. Only after this will rates be…

With markets now contemplating some sort of debt “re-profiling” by Greece, we thought it would be helpful to summarize the two most recent major debt restructurings by an EM borrower for some guidance on what such a move could imply for…

Many medium term investors are interested in the relationship between currencies and the equity market. There is also a sense among many observers that the market is moving in waves of risk on and risk off. To help shed light on the issue,…

The persistence of the decline in discretionary spending online for consumer durable goods suggests that consumers have come to terms with the need for a longer term frugality -- perhaps not wishing to repeat the premature "green shoots"…

The separation of abodes from investments should work to the advantage of rentals in future years. We’re not suggesting that Americans will give up on single-family owner-occupied housing. The idea of a single-family home of your own is…

While many of our readers may not be particularly interested in Norway, two of our Casey Report investment picks are in the country - hence the quick update on the Norges Bank's (the Norwegian Central Bank) rate decision.

The European finance ministers approved an aid package for Portugal. Ireland is still seeking better terms. Although France's effective corporate tax rate is lower than Ireland's, Sarkozy is reportedly refusing to sanction some easier terms…