I have frequently mentioned the US economy and markets have been under-performing global counterparts. Let’s have a quick look at...
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Over the past few years, my views on Real Estate have covered a broad swath of general and specific commentary. We’ve noted on...
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With the FOMC meeting tomorrow, equity traders are hoping for a half point rate cut. According to Barron’s Econoday, the Fed Fund...
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Here’s an overview of today’s Keynote Address at the Forex Money Show, September 16, 2007, 9:00am > Variant Perception...
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One of the reasons I have not come to the conclusion that we are done with falling home sales and prices is the massive build up in new...
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Directly on point with our last post on NILFs and the labor participation rate, David points us to this delicious econ-wonk chart...
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Because of the office move (broadband gets hooked up today tomorrow), I have been a few days behind in tearing apart major releases....
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Last week, I noted that the Back-to-School Sales were, at first glance, Surprisingly Strong. I should have known better. It turns out...
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Regular readers of The Big Picture will recognize the sentiment presented below. Its a simple 3 part analysis: 1) The economy is soft; 2)...
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Very interesting NFP report today, with all sorts of cross currents at play. The consensus of Wall Street economists is for the...
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