Have we already enjoyed the Year End Rally?
A NYT column last weekend asked: Have we already enjoyed the Year End Rally? Today’s action makes that query all the more relevant...
The Buck Stops Where?
Alternate title: The Buck Flops Here. A few weeks ago, when discussing my Bearish 2nd half outlook, a guest on Kudlow said ...
Morgan Stanley is Bullish on Asian Currencies
Today’s Currency Outlook from Morgan Stanley "reiterates our call that USD/Asia will show a definitive downtrend in...
The Big Mac Index
Here’s another table I don’t know what to make of: The Economist’s Big Mac index Based on the theory of...
Has the Fed Kept Inflation in Check?
Panzner answers no: click for larger graph Inflation has accellerated since the 1929 crash . . .
Chart of the Week: M1, M2, M3 Money Supply Components
While M2 appears to have grown the most over the past 3 decades, M3 is at presently the fastest growing aspect of Money Supply....
Historical M2 vs M3
Does the more rapid growth of M3 over M2 signify anything ? M2 Money Stock (non seasonally adjusted) M3 Money Stock (non seasonally...
Changing Influences on Foreign Markets?
Given yesterday’s monster $66B Trade Deficit (see chart below), perhaps its time to look at some other factors that might be...
Economic, Market Impact Of Hurricane Katrina
Good round up from Dow Jones: Over a week after making landfall, the broad economic fallout from Hurricane Katrina continues to unfold....
Yuan Roundup
The WSJ does there usual excellent job, producing a terrific roundup of all the related stories re the de-pegging of the Yuan. China...