Every month, the St. Louis Fed puts out their monthly book of charts. They cover lots of great stuff: Monetary and Financial Indicators...
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Let’s have a go at some historical charts that might be influencing the FOMC today. Everyone is pretty much expecting a "No...
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Via Mike Panzner, this morning we look at the U.S. Treasury Yield Curve — the 10-year less 2-year spread. It hit -0.166 yesterday,...
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The National Association of Realtors announced Existing-Home Sales today. The data is consistent with our expectations of softening sales...
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I have 3 goals with my market analysis, and by extension these commentaries: 1) identify objective reality; 2) determine consensus on...
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Jim’s Best Buy Bonanza discusses BBY’s quarter — as proof of the health of the U.S. consumer. I beg to differ. Every...
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The Bond rally is moving towards breathless coverage on CNBC. Mike Panzner informs us that 10 days ago, Bloomberg reported:...
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More views on when the Fed stops, via WSJ’s MarketBeat: "David Rosenberg, chief North American economist at Merrill Lynch,...
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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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“The lags between policy actions and their effects imply that we must be forward-looking, basing our policy choices on the longer-term...
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