“We have an inverted yield curve, a negative savings rate, six-year-high industry operating rate, multiyear-high commodity prices,...
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Friday’s reversal calls into question the desirability of a Fed pause. Follow my thinking on this one: The same people who...
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Another week in the meat grinder, as the markets pulled a Round trip. Starting soft Monday, selling off Tuesday, rallying Wednesday and...
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via Birinyi Associates, comes this great pictograph of the past month’s performance. Major Equity Indices July 2006 Returnsclick...
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This is a classic: Now if only I could remember where I pulled it from . . . UPDATE August 9, 2006 5:05pm Here’s another version of...
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If its Saturday nite, then its time for an Open Thread. The questions before you: Is a pause a done deal? I think the Fed may...
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"The most volatile part of the American economy has slowed significantly in the last nine months, providing a warning of both...
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Short but sweet from Barron’s Alan Abelson this morning: "How bad was the employment report? Bad enough. Compared with the...
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Yesterday’s comments about taking a trade were correct about the initial reaction to the NFP. The weak jobs data and initial...
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During yesterday’s discussion with Doc Yardeni, he described an economy with employment so full that we couldn’t possibly...
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