The Sept S&P/Case-Shiller Home Price Index fell 4.9% y/o/y, the biggest drop since the data began in 1988 — but in-line with...
Read More
On Friday, Merrill Lynch’s David Rosenberg notes that with "90% of the companies reporting, third-quarter earnings per share...
Read More
Earlier this week, we looked at some data about online financial news sources (via Media Post). For those of you find this sorta stuff...
Read More
This slipped by quietly last week: Standard & Poor’s U.S. corporate earnings projections for Q3 has slipped from prior levels,...
Read More
> Won’t someone please fire these lazy headline writers? Its amazing to read these headers on inflation, which are then belied...
Read More
This may be a bit wonky, but follow it thorough to the end. Yesterday, we discussed how you can avoid the usual seasonal adjustments and...
Read More
0.1% PPI ? Not according to the BLS year over year data: "From October 2006 to October 2007, finished goods prices advanced...
Read More
Oh, dear. That seems to be the general sentiment amongst the retailers. U.S. October retail sales probably increased 2%, according to the...
Read More
Here’s an issue I have been mulling over, without a satisfactory answer: There have been many investment thesis (thesii?)...
Read More
Several people (Muckdog, amongst others) think there is very little "core" inflation. Putting aside the absurdity of ignoring...
Read More