The Big Picture

At the rate of 1% vs the 3 mo Euribor interbank rate of .76%, European banks borrowed 132b euros for 3 mo’s ahead of 442b euros of...

About two weeks ago, Kartik Athreya, a researcher for the Federal Reserve Bank of Richmond, posted a diatribe about the difficulties in...

This is an interesting datapoint, and relevant for all the double-dippers out there: “U.S. credit-rating upgrades are poised to...

The full versus series is here. Hat tip James B

> Tonite I will be on Fast Money on CNBC for the full hour, discussing with the crew: -Risk Trade is coming off ? – Double Dip...

Today’s infoporn comes to use via the Hoffman Brothers at Wall Street Cheat Sheet: Its a pretty variant on the psychological...

Coincident with the drop in China, commodity prices, Baltic Dry Index and the rally in US Treasuries, the implied inflation rate in the...

Ron Griess of The Chart Store recently mentioned to me that “one of the most bullish patterns around was a failed Head &...

In contrast to the bounce seen in both the ABC and UoM polls, the Conference Board Confidence # for June was a big miss as it fell about...

The April S&P/Case Shiller Home Price Index of 20 cities rose 3.8%, a touch above expectations of a gain of 3.4%. The gain in the non...