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Browsing Category
Economy
The Risk of Recession
A post by John Mauldin.
In this issue:
The Risk of Recession
The Leading Indicators Are Starting to Turn
Terms of Trade and US Real GDP
Bernanke at the Crossroads
Vancouver, Maine, and San Francisco
We are…
Bair: Financial Reform Bill Will End Too Big To Fail
In this video from the Wall Street Journal, Sheila Bar talks to the Journal's David Wessel explaining her view that the financial reform bill due to be passed by Congress will end too big to fail. Also see the associated WSJ article,…
A Modest Proposal
A post by Annaly Capital Management Some recent economic data (like today’s downwardly-revised “final” reading on 1Q 2010 GDP) have suggested that the economic recovery is waning. Not surprisingly, talk of additional stimulus has started…
ECRI Weekly Index falls to a 56-week low of -6.9
This comes via the ECRI website: A measure of future U.S.economic growth rose slightly in the latest week, but its annualized growth rate continued to fall, indicating the economy is about to slow, a research group said on Friday.The…
US GDP Revised Lower, but Corporate Profits Higher
The final revision to Q1 US GDP was disappointing in the headline and composition. It is mitigated on the margins, for investors, by the substantial upward revision in corporate profits. Growth was revised to 2.7% from 3.0%…
Josh Rosner On The Financial Reform Effort And Double Dip for US Economy in 2011
It looks like regulatory reform might have some teeth from the latest updates from Josh Rosner.
European Credit Crisis: Germans Throwing Stones
Paul Krugman has it right when he says this: I hold no brief for weak financial regulation in America. But it’s a bad sign that Germans still think of this as a made-in-America crisis. The truth is that the European housing bubble was…
Where is the money going?
According to the Federal Reserve, money market fund holdings of households has declined by about $380 billion since the end of 2008. (According to AMG, all money market mutual funds—institutional and retail—have posted net outflows of about…
Profit Margins, Down To Earth?
One of my good friends who runs a small investment boutique pointed me towards today's chart of the day from Bloomberg showing the flight phoenix of US corporates' profit margins. I know that the chart is difficult to read but you only…
Hussman: Cliffhanger
The following is an excerpt from John Hussman's latest Weekly Market Commentary. I noted last week that we are closing in on a syndrome of indications that has always and only appeared during or immediately prior to recessions. At present,…