Economic Data

The June Monthly Commentary By Annaly Capital Management. The Economy: The financial crisis is not over The Residential Mortgage Market: The tale of "fails" in the mortgage market The Commercial Mortgage Market:…

Who are you picking to win it all?  Here's what Goldman Sachs thinks (hat tip Barry Ritholtz). Goldman World Cup 2010

We got a huge pop in jobs in last month's employment report. And this was mainly responsible for the drop in the unemployment rate as over 400,000 temporary census jobs came online.  John Lounsbury figures that the individuals employed…

Everybody in the west knows the fabled effectiveness of weight-loss dietary programs designed around intense cardiovascular regimes which burn huge amounts of calories. The people who work hard, doing as much cardio as possible lose weight.…

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…

Highlights The US dollar was mostly softer vs. the majors, but remained in narrow trading ranges as both UK and US markets were closed for holidays.  While the euro saw a brief respite, we believe that the negative news stream will…

On China via Andy Lees of UBS: The yields on two sets of bills moved in opposite directions. The PBOC issued 3 month bills at a yield 4bpts higher than the prevailing rate, whilst 3 year bill yields fell 2bpts. “The divergence underscores…

Yours truly is actually a macroeconomist, indeed with a knack for financial markets, but still; a macroeconomist nonetheless. However, you would not have gotten that impression from the writings here end last week where I worried a lot…

This is the title of a recent article in the French Les Echos. And this goes directly to my recent commentaries about competitive currency devaluations as a potential course of action going forward. It seems likely that the depreciation of…

Here's something I want to run by you on behavioural economics and the way economic issues are being debated in the blogosphere. We are witnessing an implosion of long-held belief structures that go the core of how we believed our economic…