Merrill over Matter

Consumer credit data came out about 2 weeks ago and the numbers are not getting any better.  Unlike my previous entries showing the very lon...

Mortgage delinquencies keep rising nationwide as reported by Freddie Mac & Fannie Mae (via Calculatedrisk blog) Until the delinquency ...

Delinquency rates keep rising for home mortgages. Calculatedrisk blog provides the details and they are universally not good.  As you can ...

Consumer credit (consumer loans excluding home loans) was released today.  Consumer credit continues to contract further and faster.  Unlik...

Here's the update on total bank lending and it is not good.  Total loans and leases at US banks continue to drop and is picking up spee...

From Calculatedriskblog a great post and several charts on how the home foreclosure and delinquency rates keep rising.  Go over and read th...

In my previous post I discussed all consumer loans outstanding.  The data is produced quarterly so there is a bit of a lag.  (Another possi...

After some rummaging around I finally found the data series showing total consumer debt outstanding. This series includes both home and non ...

Like a worldwide version of Where's Waldo,  a lot of people want to know who is buying all the US Treasury debt being produced by a yaw...

A little inflation update for you.  The CPI inflation numbers and its various components were released today.  Click on the picture at right...

Consumer credit outstanding results are not pretty.  Outstanding consumer credit continues falling with neither the first nor second deriva...

Oil inventory levels continue to rise on a year over year and absolute basis.  Considering the seasonality of energy usage I added a graph s...

I was going to work up a nice graph and some commentary regarding mortgage delinquencies, but Calculated Risk beat me to it.  A picture is...

Data published yesterday shows the continued retrenchment of the U.S. consumer. I extended the graph's time period so you can see the la...

In my previous postings I may have appeared a bit negative on future home prices and suspicious of the optimistic feelings exuded in the pop...

Not since the 1950's have we had deflation in America. Right now 'headline' inflation is running greater than negative 1% (thats...

The oil markets are always fun to watch and while the popular media concentrates on how much higher oil can go, I'd like to point out so...