Credit Writedowns

By David Galland, Managing Director, Casey Research Digging through the entrails of the fundamentals associated with the global economy and markets, it increasingly strikes me that there is really only one investment I’d now consider a…

Must Reads: Mark Thoma Economist's View: Things are Different at the Zero Bound Economist's View: It Wasn't Fannie, Freddie, or the CRA Bank Failures FDIC: Press Releases - Great Western Bank, Sioux Falls, South Dakota,…

Lakshman Achuthan is a Managing Director at the Economic Cycle Research Institute. ECRI studies recessions and recoveries, forecasting economic and inflation cycle turns for all major market economies using a rigorous and objective…

Courtesy of FinViz.com, these heat maps give you an idea of stock and asset allocation performance yesterday.   Here are the same heat maps for the year-to-date:  

A post by Marc Chandler, Global Head of Currency Strategy at Brown Brothers Harriman. The G20 finance ministers and central bankers are meeting in South Korea to prepare for the summit in Toronto in a few weeks time.  There seem to be…

I'm going to make a change to the week in review post and talk a little bit about the week that was and how the posts from the past week fit into those events. This was a big week of posting and all of the links in this post are from the…

By Richard Davis of Consumer Metrics Institute, Inc. Below is an addendum to the update sent out on Tuesday, addressing new data reflecting changes in consumer behavior concerning their debt: The Consumer Metrics Institute's Personal…

There is a lot more exposure to Italy, Ireland and Spain but we know that Thailand was the ultimate source of the Asian Crisis. These things have a way of metastasising – and we have already seen the strains in Spain and Greece. You could…

I will be out-of-pocket for most of the morning, so posting may be light.  I may have a brief word about the jobs number or you can catch some of it on my twitter feed. In the meantime, here are the links Must-reads: European Credit…

The US employment data was disappointing.  The key measure of private sector job creation was only 41k compared with expectations for 180k and a 3 month moving average of 155.6k.  The fact that the unemployment rate ticked down is…