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China Consumer Spending vs. Savings
If you want to know whether the China story is sustainable, consider this chart — then imagine what the US version of this looks...
Mortgage Duration Risk: The Banks Are No Longer the Problem
Mortgage Duration Risk: The Banks Are No Longer the Problem “You think that’s air you’re breathing?” Morpheus to...
Fare thee well: Rosie’s Rules to Remember
In honor of today being David Rosenberg’s last day as Merrill Lynch North American Economist, here are Rosie’s rules to remember...
Looking More Closely at “Good” NFP Data
It seems that Traders love today’s NFP data. Let’s take a closer look at the actual numbers to see what we can tease out:...
Talking Their Book
> The markets are now screaming at the Fed to do something to arrest inflation concern. Fed governors must now internally debate...
NFP Data: “Less bad is the new good”
Lost in all of the bank stress tests and market rally is a little data point today: Its the Employment Situation Report. Given the past 6...