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Thursday, December 30, 2010

Housing -- Been down so long, it looks like up to me

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The home market appears to be taking another leg down after the tax rebate induced spike earlier this year. More details on home prices ca...
6 comments:
Wednesday, December 29, 2010

Ahead of schedule PIIGS bond yields make new highs

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Ahead of schedule bond yields in the PIIGS of Europe have reached new highs.   'Risk Free' interest rates have risen as well since ...
Monday, December 27, 2010

Taking away the punchbowl one way or another, Chinese version

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The Chinese sense of humor was evident as they raised short term interest rates on Christmas Day by 25 basis points. ( Bloomberg ) What is i...
Thursday, December 23, 2010

Something to watch in the new year

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The year is wrapping up and the US stock market continues to grind higher in a Christmas rally. While the US is in a much calmer state as c...
Friday, December 10, 2010

Hugh Hendry December Commentary

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Mr. Hugh Hendry's December commentary has been floating around the internet for a few days and I thought I'd share it with my loyal ...
4 comments:
Thursday, December 9, 2010

Inflation update

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With the recent rise in interest rates I thought revisiting inflation rates would be helpful. 3 data series on this graph [click to enlarg...
2 comments:
Wednesday, December 8, 2010

Consumer credit update

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