Economists React to GDP
The always excellent online Journal collect lots of econo-geek comments on yesterday’s GDP stinkeroo: I didn’t feel the need...
Technicals versus Economics
I got involved in a debate earlier at RealMoney – Columnist Conversation, and wanted to pass it along here. Pre-GDP (1/27/2006 7:31...
“Priced out of Brooklyn”
Is NYC a Microcosm of the U.S.? I would never had thought so. Manhattan is totally unlike the rest of the nation. I always loved...
Equity Extraction Fades, What Happens As As Home Sales Slow?
Lots of Real Estate news recently. Let’s start with Existing Home Sales: WSJ: "Sales of existing homes set a record for...
Bulls Looking for a Cinderella Scenario
The complacent and overly optimistic received a rude wake up call last week. A wide swath of poor earnings surprised the market, while...
Home Equity Loans Fall of the Cliff
Alan Abelson, in this morning’s Barron’s, quotes Macro-Maven’s Stephanie Pomboy on why the consumer is soon to be...
Inversion Redux
When the yield curve inverted late last year, some commentors claimed that the media made too big a deal of the 2 year bond yield...
Soft Spots Go Beyond Employment
One of the odder bits of analyses we have happened across over the holidays is this bit of explicative: “Of course employment has...
Chart of the Week: Current Cycle lags
The latest meme making its way around the echo chamber is that because employment levels were so high in 2000, the recovery period...
Soft Spots Beyond Employment
Over at The Mess That Greenspan Made, Tim looks at other factors to consider when interpreting the historical jobs data in Fundamentally...