WSJ Econoblog: Reasons to Pout?
Yesterday, Brian Wesbury and I did the full econoblog thang for the WSJ. You may recall Brian penned the "Pouting Pundits of...
NFP & Operation Quicksilver
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...
McCulley on MEW
With all the recent holiday running around, I somehow missed this: PIMco’s Paul McCulley joins team MEW: >click for larger...
2005: A Bumpy Year
Great column this morn by the NYT’s Floyd Norris: The Wisdom of Wall St.? Sometimes It’s Wrong. Its almost funny that someone...
A World of (mostly) Flattening Yield Curves
Lately, we’ve been discussing the Yield Curve, its flattening and inversion and how its different this time (not). This has...
The Tax-Cut Danger of “borrowing growth” (or,...
"Although conventional estimates of the budgetary effect of tax policies incorporate a variety of behavioral effects, they are,...
Explaining Yield Curve Inversions
The Yield Curve briefly inverted — twice — Monday. As we noted yesterday, the deeper and longer a curve remains inverted, the...
New Column up at Real Money: Rethinking the ‘Strong Jobs...
An expanded version of an earlier commentary is up on both The Street.com (no subscription req’d) and Real Money, titled Rethinking...
Howz Real Estate Doin’?
The WSJ reported that "Housing starts rose sharply in November, up 5.3% to a 2.123 million annual rate. October and September were...
Trade Deficits?
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...