double dip

Below is a very good and nearly unfiltered 30-minute session with David Rosenberg of Gluskin Sheff. He speaks with the Wall Street Journal's Kelly Evans in the weekly "Big Interview" feature, a format I really like.  I have…

By Comstock Partners The Fed tried to thread a needle and ended up satisfying nobody. They confirmed to all the doubters that the economy was indeed weak and that they really couldn't do much about it without resorting to completely…

Recently Press Secretary Robert Gibbs made an unsuccessful attempt to pin blame for the Obama Administration's failed economic policies on the "professional left." Gibbs said "those people ought to be drug tested" and…

By Comstock Partners We have maintained all along that the statistical economic recovery would lose momentum after the effects of the stimulus and inventory replenishment wore off, and the recent data are confirming our view. Moreover…

In an August 3rd video, Gary Shilling, president of A. Gary Shilling & Co., talks about the outlook for the U.S. economy. Shilling speaks with Matt Miller on Bloomberg Television's "Street Smart."

Here's how one well-respected equity analyst sees yesterday's performance by Federal Reserve Chairman Ben Bernanke: The Fed has a disconcerting power over the financial markets The Fed is calling the tune – that much is clear. Many…

By Annaly Capital Management There was a heavy economic data schedule in the back half of this week. On Thursday we got Industrial Production (IP) and Capacity Utilization (Cap-U) for June, along with Philly Fed Business Conditions and…

By Marshall Auerback and Edward Harrison. Marshall's view Ed has asked me to deal specifically with the issue of Ricardian equivalence, the theorem used by anti-government proponents to argue that fiscal deficits are counterproductive and…

The ECRI Weekly Leading Index (WLI), a measure of future U.S. economic growth stands at 120.6 unchanged from a week ago. We first began actively talking about the WLI in April as a predictive indicator for either sustained recovery or a…