The Fed, Elections and Rate Changes
We have a Fed meeting this week. Conventional wisdom is that the Fed’s hands are tied. As is so often the case, conventional wisdom...
BLS on Payroll vs. Household Survey
The Bureau of Labor Statistics weighs in on the now thoroughly discredited Payroll vs. Household Survey pseudo-controversy. Economists...
BARRON’S Turnabout: Which party is better for the markets?
“When push comes to shove, the investment community doesn’t seem wild about either candidate. It’s a bit like shopping...
Money, Gold, and the Great Depression
With all the mayhem of the past few weeks, several Fed speeches got overlooked. The one I found most intriguing was not from Big Al;...
Economic Issues (and Nader) Continue to Impact 2004 Election
As we have previously been discussing, job losses and the economy are going to be the single most important factor in the upcoming...
Projected Impact of Nader on Close States, 2004
Our previous electoral discussion was based on Zogby polling data, with a minimum of political analysis. Let’s look at similar...
Presidential Elections and Economic Modeling
Economic modeling is far more Art than Science. I know, cause I do it for a living. You set up your parameters (which builds in your own...
Presidential Job Worries (historical)
Source: The Dismal Scientist The intersection between economics and politics continues, with this rather fascinating chart via The Dismal...
More Electoral Math
Here’s an interesting take from Tom Curry of MSNBC on the various permutations of the electoral college: You may be surprised to...
Between the Fed and a Hard Place
In our view, it appears as though just about everyone is awaiting Friday’s Employment Situation report with baited breadth: Portfolio...