Merrill over Matter

Getting accurate information on China is a challenge. While its hard to prove  they are making their numbers up I don't put much credenc...

While the economy has been recovering nicely from the Great Recession there are some interesting divergences which are popping up with this ...

In my last post I promised to look at how employment data is being revised over time. On Friday the latest employment data was released and ...

The recent employment report has been a great point of contention between the bulls, bears, and the black helicopter crowd. I won't reha...

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

It may appear an obvious observation but to the euro and (for a while at least) the bonds markets Greeks and Germans were the almost exactly...

The Baltic Dry Index (spot shipping rate for bulk commodities like iron ore, grain, coal, etc) recently fell off a cliff and has not seen th...