I have been having a debate with my friend Cody over the employment data for some time now. Cody explains the subpar job performance...
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Historically, consumer credit has roughly tracked overall changes in house prices. In other words, the consumers’ ability to borrow...
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In his January commentary, uber-bond manager Bill Gross shows a favorite chart he uses as a bond market timing tool: This series of...
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Its funny how these headlines all arrive at the same time: I came across 3 items this weekend, which taken together make you go...
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Its been a while since we’ve highlighted the musings of Barron’s Alan Abelson: "AS INTIMATED, the employment report for...
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Yesterday, Brian Wesbury and I did the full econoblog thang for the WSJ. You may recall Brian penned the "Pouting Pundits of...
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Today’s Non Farm Payrolls data is due at 8:30, and the consensus is for 215,000. (Why break the streak? I’ll take "the...
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With all the recent holiday running around, I somehow missed this: PIMco’s Paul McCulley joins team MEW: >click for larger...
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Great column this morn by the NYT’s Floyd Norris: The Wisdom of Wall St.? Sometimes It’s Wrong. Its almost funny that someone...
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Lately, we’ve been discussing the Yield Curve, its flattening and inversion and how its different this time (not). This has...
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