Merrill over Matter

Over the last few years during conversations with clients I've frequently been asked my opinion about the housing market and whether no...

It's been a few months since I last highlighted total bank lending but not much has changed since late October. Just to make sure you d...

Consumer credit  data was recently released and the deleveraging continues.  This time I've shown the change in consumer credit over the...

The data initially looks good but a change in accounting rules is the reason and not more lending by the banks. In Chart #1 you can see t...

One item I follow are aggregate debt levels as well as additional focus on the consumer as they are a large portion of GDP. A WSJ blog ent...

Barry Ritholtz clearly explains why this foreclosure mess is so important and how all the cutting of corners by the loan servicing organizat...

While I touched on initial unemployement claims before in an attempt to see if Google Trends could accurately predict changes, (failure!)  ...

I have not commented on the foreclosure mess but considering how it may impact you, gentle reader, I thought it worthwhile to repeat. In s...

Earlier this month the Fed released the consumer credit data for May.  Total consumer credit keeps rolling downhill with no sign of slowing ...

The Federal Reserve recently published the updated total consumer debt statistics.  Total consumer debt continues contracting and shows no ...

Been busy with tax day but here's some links and comments . . . Greece 10 year bond yields keep rising and are very close to piercing ...

I was going to blog about this yesterday afternoon but fundmymutualfund yet again scooped me on the entry and added his usual commentary to...

Consumer credit continues falling.  The rate of decline appears to have stabilized but this means consumer credit continues to contract with...

Total consumer debt statistics (all debt including home loans) came out recently and the credit decline continues.  I have produced a couple...

Temporary worker employment has finally turned positive on a year over year basis.  Unfortunately this could be a head fake due to the curre...

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 ...

I know I know, I'm a bit late in producing this but I've been busy the last few weeks and the usual charts and graphs data feed has ...

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...