Moonwalk Open Thread
What a bizarre, day — the delayed reaction to the FOMC, Bernanke’s testimony, the Japanese Deflation story. The market...
The Big Picture (Kindle Edition)
> As you have requested, The Big Picture is now available on the Kindle: http://www.amazon.com/gp/product/B002E19Y8W What was kinda...
Volcker: We Need Radical Regulatory Reforms
“The biggest obstacle to Volcker’s reform agenda is Summers” > There is a long article at Bloomberg very much worth...
7 yr note auction
The $27b 7 yr note auction and last of the week was solid (as were the prior two this week) as the yield was about 1-2 bps below where...
Dastardly Real Estate Lobbying Letters
Our critique yesterday of the lobbying efforts of the commission sales people’s organization (Realtors and Mortgage brokers)...
Commercial paper outstanding
Commercial paper outstanding for the week fell by a sharp $47.5b and totals $1.15 trillion, the lowest since at least Nov ’00 that...
Equity in Household Real Estate
Fascinating chart showing the total level of Equity in Household Real Estate from 1952 – 2009. > click for bigger chart >...
Fusion 3.0
I am very jazzed about this: Earlier this week, we unveiled version 3.0 of the FusionIQ quantitative software, and there are a number of...
Credit Card Chargeoffs vs Exhaustion Rate
On Monday, we looked at the impact of the Exhaustion Rate on Continuing Unemployment Claims (See Continuing Claims “Exhaustion Rate”...
Bernanke testimony
Ahead of Bernanke’s 10am testimony on the Bofa-Merrill deal where he and Paulson are being accused of strong arming Ken Lewis to...