The Street.com asked for a "Macro Preview" for the second half of the year, and I obliged them with What to Watch: Macro...
Read More
The Fed speaketh: The Federal Open Market Committee decided today to raise its target for the federal funds rate by 25 basis points to...
Read More
I do not want to become a "nattering nabob of negativity," but I cannot shake the idea that yesterday’s GDP numbers had a...
Read More
Since we have a very special Fed meeting coming up this week, I thought I would give y’all a treat. Its the Peneboscot Princess,...
Read More
Man, its hot out there! I’ll just cool off in the A/C, and enjoy some weekend linkage: From Bubble to BubbleGreenspan,...
Read More
We previously discussed how housing lowers CPI a few weeks ago. The Sunday NYT has an article which traces the history of the shift away...
Read More
May Durable Goods had a consensus expectation of +2.0%, and surged to a powerful +5.5% However, all the upside action was courtesy of the...
Read More
A quick note for any readers in Great Britain: I will be appearing on Bloomberg Television UK 7:05 – 7:20 pm local time. The...
Read More