Merrill over Matter

With all the current noise regarding the 'fiscal cliff' I thought a look back at when we had a real  fiscal cliff would be interesti...

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...

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...

Postings have been light due to some business related demands.  Here's some links to my recent reads from the last few days. Humor Vu...

US Treasury rates have dropped recently and it appears to me they may continue declining.   How low can they go?  I have no idea but I thoug...

It has been a while since I last discussed the decline in bank lending.  Total loans and leases continues to decline while bank's holdi...

Bank lending continues to fall on a year over year basis.  Compared to the previous two recessions in which bank lending stabilized and then...

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...

While gold continues powering upwards the US Treasury market is not confirming similiar concerns about inflation.  (If gold is climbing due ...

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...