Economic Data

According to Ralph Atkins writing in the Financial Times last week, “the pace of Germany’s recovery is helping dispel fears of a “double dip” recession across the continent as a result of the crisis over public finances in southern European…

The July 2010 Monthly Commentary By Annaly Capital Management The Economy The S&P 500 finished June down 5.4%, while Treasuries enjoyed a significant rally. The yield on the 10-year shed more than 30 basis points and ended the month…

After three days of major market gains, call me naive, but this must be the place! Seriously though, I do think we are in a secular bear market and expect prices to go lower. Remember the 200-day moving average is still above 1100. We're a…

Below is the video of Chris Whalen of Institutional Risk Analytics, Nouriel Roubini and Ian Bremmer of the Eurasia Group giving their assessment of the financial system and the overall economy. The group was on CNBC earlier this week…

Topic of the day: Bullish data 30-year mortgage rate edges down to new low | Los Angeles Times Delinquent loans: Americans missing fewer loan payments, banking group says - latimes.com First-time unemployment claims drop by 21,000…

The Baltic Dry Index has fallen for the 28th consecutive session today.  It is the longest decline in six years.  During this swoon the index has fallen 49%.  The main driver seems to be concerns about the cooling of China's…

Here's a chart that Bespoke Investment has drawn up. Bespoke says: The percentage of stocks in the S&P 500 now trading above their 50-day moving averages is down to 4%.  At the March 2009 lows, the reading only got down to…

Must-reads Rajiv Sethi: On Blogs and Economic Discourse Time to shut down the US Federal Reserve? – Telegraph Blogs The Usual Fare Morgan Stanley - Global Economic Forum - The Case for Argentina Leaving oil spill alone…

In defense of bloggers on the economy Marginal Revolution: How hard is economics? Signal and Noise in Economics Writing, Arnold Kling | EconLog | Library of Economics and Liberty Matthew Yglesias » Do I Have Anything Interesting…

World Cup: Good World Cup 2010: Golden generation passes on after 12 frustrating years| Richard Williams | Football | The Guardian Argentina 3-1 Mexico | World Cup 2010 match report | Football | The Guardian World Cup 2010: Five…