The Big Picture

My afternoon train reading: • Interesting discussion: The Machine and the Garden (NYT) • Dalio hits midyear off 2.7% (NY Post) •...

In terms of getting new info on QE3 we didn’t get much from the Fed minutes as this meeting focused more on the extension of OT...

A preview of a talk Tim Stock is in the process of editing for MRMW 2012 in Cincinnati on July 19th. The Intimacy of Data (preview) View...

Historically low interest rates did nothing to dissuade buyers of the just issued 10 yr note auction which was great to the point of...

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Beginning scene of the new HBO series The Newsroom explaining why America’s Not the Greatest Country Any Longer… But It Can...

Australian consumer confidence rose to a 5 month high, as the RBA interest rate cuts of 125bps are taking effect. The sentiment index...

Bair: Dimon Should Also Be ‘Clawed’ at JPM ~~~ Bair on Averting a European Bank Run Wed 11 Jul 12 | 07:31 AM ET ~~~ Bair:...

The Puzzling Pre-FOMC Announcement “Drift” David Lucca and Emanuel Moench FRBNY, July 11, 2012 For many years,...

My morning reads: • The Spreading Scourge of Corporate Corruption (NYT) • Federal Reserve Of New York Proposed Reforms For Libor...