The Yield Curve briefly inverted — twice — Monday. As we noted yesterday, the deeper and longer a curve remains inverted, the...
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An expanded version of an earlier commentary is up on both The Street.com (no subscription req’d) and Real Money, titled Rethinking...
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The WSJ reported that "Housing starts rose sharply in November, up 5.3% to a 2.123 million annual rate. October and September were...
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The NYT’s Floyd Norris looked at the US Trade Gap this weekend; He was not pleased with what he found: "New figures on the...
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Last week, Noah "Cult of the Bear" Blackstein was pounding the table as to how much cash was on corporate balance sheets....
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WSJ The Federal Reserve, as expected raised interest rates for the 13th consecutive time Tuesday, lifting the federal-funds rate by...
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It is a fait accompli that today’s Fed meeting will raise rates a quarter point. The more important question is “How many more...
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Calculated Risk notes that Mortgage Equity Withdrawal (MEW), was $171 Billion in Q3 2005, out of total household mortgage increases of...
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The White House, Treasury Secretary Snow, and Labor Secretary Elaine Chao have been pointing out that the American economy has created...
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Barron’s Alan Abelson lets fly another fusillade this morning. In Parting the Mist, he observes that the White House is...
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