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• The change at the top of the Bank of England comes at a delicate time
• The May U.S. employment report will not sway the Fed either way
• Eurozone and China PMI reports – interpret with caution
• The May U.S. employment report will not sway the Fed either way
• Eurozone and China PMI reports – interpret with caution
- The tale of the tapering
- Is central bank communication clarifying or confusing?
- The European Central Bank should focus its efforts on small business lending
- A look beneath the surface of housing proves revealing
- The two Asian giants have a challenging year ahead
- The Fed will be challenged to keep the bond market under control
- Predictions of an American manufacturing renaissance may be premature
- Does the Fed have to worry about deflation?
- The U.S. fiscal deficit is narrowing rapidly
- Countries should be careful not to overstimulate their housing markets
- Credit extension is improving, but remains modest
- Job creation may be more robust than official statistics suggest
- U.S. employment situation
- Central bank meetings
- The yin and the yang of commodity price trends
- Gold prices are beating a hasty retreat
- FOMC meeting preview
• The world’s public debt is much larger than it may appear
• The lines have been drawn in the U.S. budget debate
• Rates of disability are affecting labor force participation
• The lines have been drawn in the U.S. budget debate
• Rates of disability are affecting labor force participation
- Everyone wants more financial stability, but at what cost?
- More FOMC participants are getting concerned about QE
- Germany’s faltering economy may lead it to support more ECB stimulus
- This week’s central bank meetings revealed a range of behavior
- The U.S. employment report fell well short of expectations
- Does China have a property bubble?
- Learnings from the Cyprus saga
- Japan: A strong start to "Abenomics," but will it work?
- The high end of the market is driving new home construction
- The success of central bank policy is not measured by the revenue it generates
- Cyprus is a small country that could cast a long shadow
- The U.S. dollar’s fortune is changing
- Despite exceptionally easy monetary policy, inflation risk remains low
- Record stock market levels are boosting consumer spending
- U.S. capital spending is poised to be a bright spot this year
- Labor policy needs to help, not hinder employment
- The U.S. employment report surprised on the upside
- Watch the shadows behind China’s official credit measures
- There are more sellers than buyers in the world economy
- The recent Italian election may usher in renewed instability
- US bank lending is finally expanding, but not everyone is happy about it
- Central banks are factoring financial stability into their decision making
- The FOMC is taking a critical look at its asset purchase strategy
- Don’t look now, but the sequester is coming
- The recent “energy dividend” is not likely to last
- Crafting a single monetary policy for Europe is challenging
- Immigration reform would help the US economy at many levels
- There is much going on with the US labor force participation rate
- Will leadership change usher in a new era at the Bank of Japan?
- Is the world engaged in a “currency war?”
- January’s job report had some pleasant surprises, but more progress is needed
- Purchasing managers surveys suggest growth in the US, retreat for Europe
- Housing is off the floor, but faces ceilings
- The cost of housing could be a source of increased inflation
- January’s FOMC meeting should not break any new ground
- Are central banks easing off prematurely?
- Washington is girding for another budget imbroglio
- Inflation is contained, for now
- Special Edition: The Outlook for 2013
- The US Congress kicked the fiscal cliff down the road
- Holiday sales in the US were tepid
- December’s job report will not impress the Fed
- Some non-economic thoughts for the holidays
- Fiscal friction is taking a toll on confidence in Washington and Rome
- What inflation rate should be used to index entitlements?
- Our updated US forecast assumes a budget resolution before year end
- What are the margins of monetary policy?
- The November job report showed only modest improvement
- Japan continues to struggle, with a change of government on the horizon
- Many nations are being reminded that when times are tough, so is budgeting.
- America’s energy picture is changing for the better.
- The EU took an "extend and pretend" strategy with Greece.
- The focus on the fiscal cliff cannot be overstated.
- It is very hard for the world’s central banks to set rules governing monetary policy.
- The troika charged with addressing Greece has some internal disagreement.
- Hurricane Sandy will impact the pattern of upcoming data, but is not likely to have a lasting economic impact.
- Our updated forecast anticipates some movement on the “fiscal cliff.”
- France may be part of Europe’s problem, not a source of Europe’s solutions.
- The October employment report paints a favorable picture of the labor market.
- Fiscal policy is a matter of multiplication.
- US GDP growth accelerated in the third quarter, but remains less than ideal.
- Recent reports out of China reassured the markets, but underlying trends are not so promising.
- QE III has benefitted the housing market, but its influence could be even better.
- Helpful credit conditions have made auto sales a bright spot.
- It was a very good week for Spain, and by extension, the euro.
- While joblessness is still very high, the September employment data depict widespread improvement in labor market conditions.Helpful credit conditions have made auto sales a bright spot.
- Despite the polarity of election politics, discussions aimed at averting the fiscal cliff are underway.
- Recent reports from China align with impressions of reduced economic growth.
- Reality Check for Europe
- Home Prices and Consumer Confidence Data Cast the US Economy in Positive Light, For Now
- Inflation and Inflation Expectations – Food For Thought
- Housing Market Improvements, Although Small, Keep Trickling In
- Economic Reports Vindicate Fed’s Extraordinary Actions
- Fed Preview: Time to Forge Ahead
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August Employment Data Contain Ample Evidence to Justify QE3
- Weak Global Factory Conditions Bolster Case for Central Bank Action
- Auto Sales and Construction Outlays Move in Opposite Directions
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2012:Q2 GDP – Upward Revision Reflects Stronger Final Sales
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What’s A House Really Worth?
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Should the Federal Reserve use simple rules to set policy?
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Extended unemployment may have a number of root causes.
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The housing sector is improving, albeit from a very modest base.
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Setting Up for Jackson Hole
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July Existing Homes Sales – Small Positive Developments
- Housing Starts - Take Note of Composition
- Jobless Claims - Update
- Inflation and Factory Production Reports Present the Best of all Worlds, For Now
- Weakness of 2012:Q2 Retail Sales Reversed in July
- Food and Core Prices Lift Wholesale Prices in July
- July Small Business Survey – Fewer Members Indicate Sales as Problematic
- Employment: Quality Matters
- International Trade and Jobless Claims Data Paint a Bullish Picture
- Q2 Productivity Improves, Unit Labor Costs Move Up Slightly
- July Employment Situation – Labor Market is Improving at Snail’s Pace
- Fed Fails to Offer Stimulus, But Assures Support if Necessary
- Consumer Spending Slips in June and Sets Up Soft Trajectory for 2012:Q3
- GDP Growth: Uninspiring
- Decline in New Home Sales Casts a Shadow on Housing Market
- Encouraging Data Buried in Otherwise Gloomy Economic News
- Spanish Inquisition
- Housing: Not So Fast
- Bernanke’s Testimony: Shots Across the Hill
- Consumers Struggled as the Second Quarter Closed
- Wholesale Prices Reversed Part of Recent Decline
- China: Economic Growth Slows in 2012:Q2
- Distortions Lead to a Sharp Drop of Initial Jobless Claims
- Housing Market: Share of Underwater Homes Trending Down
- Minutes of June FOMC Meeting: Weak Economic Data Should Trigger Additional Monetary Policy Easing
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Lower Oil Prices Translate to Smaller Deficit in May
- Labor Market and Sales News Remains Unsatisfactory
- June Employment Report – Labor Market is Standing Still, the Case of FOMC Doves is Strengthening
- Central Banks Take Steps to Stimulate Economic Growth
- Latest from the US Labor Market
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Italy and Spain: Economic Facts Hard to Ignore
- Factories Across the World Shift Gears
- Q2 Private Sector Construction Spending Looks Promising
- Reacceleration of US Consumer Spending is Key to 2012:H2 Performance
- EU Private Sector Lending Has to Reverse Trend, Summit Announcements Are Important But Insufficient
- 2012 :Q1 Real GDP – Composition is Modified, Headline Unchanged
- Durable Goods Report Implies Lackluster 2012:Q2 Equipment and Software Spending
- Pending Homes Sales Index Points to Likely Gain in Existing Home Sales
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Case-Shiller Home Price Index – Confirms Improvements Reported Elsewhere
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Consumer Confidence Slips in June, Labor Market Indicators Warrant Close Tracking
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The Brave Mr. Noda
- New Home Sales – Headline and Details Remain Encouraging
- Existing Homes: Sales Slip, But Prices Show an Improvement
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Fed Downgrades Economic Outlook and Buys Insurance
- Construction of New Single-Family Homes Improves
- Factory Production Slips in May, FOMC Meeting Likely to Conclude Without Fed Action
- May Consumer Price Index - Fed Policy Can Continue to Favor Economic Growth
- Initial Jobless Claims Raise Questions Once Again About the Labor Market
- Current Account Deficit Widens as Net Investment Income Records a Sharp Drop
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Soft Retail Sales Suggest Mild Gain in Q2 Consumer Spending
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Lower Food and Energy Prices Bring Down Headline Wholesale Price Index
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Growth of Federal Government Revenues: Trajectory Remains Disappointing
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Small Business Survey – Optimism Index Stalled in May
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Import Prices Point to the Absence Inflationary Pressures
- U.S. Exports Take a Noticeable Hit in April
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Will the Fed Provide New Financial Accommodation Soon?
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2012:Q1 Productivity and Unit Labor Costs Revised Down
- Major Economic Reports – Mixed Message with Unfavorable Tone
- 2012:Q1 GDP: Final Sales Moved Up Slightly, While Headline GDP Was Revised Down a Few Notches
- Credit Continues to Shrink in Euroland
- Labor Market Issues Hold Down Consumer Confidence Index in May
- House Price Index Maintains a Slow Improvement Trend
- Charts with Much to Tell
- Sorting Out the “Fiscal Cliff” Issue
- Factory Goods Orders: Soft in April, But Recovering on a Trend Basis
- Initial Jobless Claims Have Reversed Part of the April Gain
- Market Estimates Show a Reduction in Inflation Expectations
- April Existing Home Sales: Housing Market Is Stabilizing
- Will the Fed and the ECB Put in Place New Financial Accommodation?
- April Retail Sales: 2012:Q2 Starts on a Soft Note
- April Consumer Prices Index: Lower Gasoline Prices Hold Down Headline
- Lower Energy Prices Held Down Wholesale Prices
- U.S. Trade, Initial Jobless Claims – Mixed Signals
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China: Imports and Exports of Goods Post Disappointing Gains
- Post-Financial Crisis – How do the Major Economic Players Stack Up?
- Small Business Outlook Improves in April
- Consumers Are Borrowing Again, Is it Here to Stay?
- April Employment Situation – Outlook Gets Fuzzy
- Will Growth Reaccelerate in Germany Soon?
- Thriving Factories in United States and China During April
- Private Sector Construction Spending Recovered in March
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Auto Sales in April – Virtually Flat
- Demand for Loans Rose, But Bankers Remain Cautious
- 2012:Q1 GDP – Although the Headline Suggests Moderate Growth, Details Show Pockets of Strength
- Initial Jobless Claims – Two Steps Forward, One Step Backward?
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Another Housing Market Indicator Pointing to a Turnaround
- FOMC Meeting: Nature of Economic Data Will Dictate Next Policy Step
- Improving Housing Market?
- Consumer Confidence – Virtually Steady, Details Point to a Lower Jobless Rate in April
- Kasriel’s Parting Thoughts – Mortgage Refinancing: Stimulative or Redistributive?
- How Do Higher Gasoline Prices Reduce Real GDP Growth?
- Housing Sector – Why the Fed Depicts it as "Depressed"
- March Existing Homes - Sales Slip, Prices Stabilize
- Construction of New Homes – Full Recovery Remains Out of Reach Still
- Factory Sector Strengths Wanes in March
- Kasriel’s Parting Thoughts – The Cyclical Macroeconomic Impact of Taxmageddon 2013
- Paul Kasriel’s Parting Thoughts: Seniors Worried about the Debt They Are Passing on to Their Heirs? We Have Met the Enemy and It Is Us!
- March Retail Sales – Decent Widespread Gains
- Kasriel’s Parting Thoughts – Recent Federal Budgetary Trends: Facts, Not Opinions
- Moderate Increase in Consumer Prices in March
- Different Opinions on Near Term Monetary Policy Prevail Within the FOMC
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Jobless Claims, Wholesale Prices, and Trade Gap – Mixed Message
- Whither Treasury Yields After Operation Twist?
- Small Businesses Less Optimistic in March
- Safe-Haven Trades Are Dominating the Marketplace Once Again
- The Greenback Remains the Preferred Choice of Official Foreign Exchange Reserves
- Stop the Presses – Discouraged Workers NOT THE REASON for decline in March Unemployment Rate
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Bullish Data Underscore Improving Labor Market Conditions
- Kasriel’s Parting Thoughts – Why Should Not Stocks Have Done Well? or Business, With Enemies Like This, Who Needs Friends?
- Oil and Industrial Metal Prices – Temporarily Disconnected
- Kasriel’s Parting Thoughts – Has the Fed Boosted the Stock Market?
- We Will Repeat One of the Silliest Market Rites on Wednesday – ADP
- Minutes of March FOMC Meeting – Concerned, But Not Enough to Ease Monetary Policy Soon
- Mixed Factory Reports, With the US Still at the Top
- Residential Investment Expenditures Likely to Post a Decline in 2012:Q1
- Money Is Starting to Burn a Hole in Households’ Pockets
- Kasriel’s Parting Thoughts – Mary Matlin’s Economics
- Real GDP unchanged in 2011:Q4, Corporate Profits Advanced
- ECB’s Cheap Funds – Waiting for a Turnaround in Lending
- Insights from Bernanke’s TV Interview
- Widespread Gains in Durable Goods Orders
- Home Price Index Maintains Downward Trend
- Consumer Confidence Slips in March
- Bernanke – Additional Accommodation Is Entirely Possible
- New Home Sales – Disappointing Performance
- Existing Home Sales: Sales Slip, But Inventory and Median Price Post Improvements
- Keep Tabs on the Short End of the Curve Also
- Gas Prices Lift Overall Consumers Prices in February
- High-Tech and Auto Production Slip in February
- Jobless Claims – Labor Market Improvement Continues
- Higher Energy Prices Lift Producer Price Index
- Lesson from Tracking the 10-Treasury Note Yield
- Watch the Services Component of Consumer Spending
- 2011:Q4 Current Account Deficit – Reflects Setbacks in Good, Services, and Income
- FOMC Meeting, March 13 – A Preview
- February Employment Situation – Economy is Adding Jobs, Fed Will Take a Pass at the March 13 FOMC Meeting
- 2011:Q4 Flow of Funds: Net Worth and Borrowing Trend of Households
- Productivity Slows, Hiring Should Gather Momentum
- Will Weather Give a Lift to February Employment Data?
- How Many New Jobs Are Necessary to Hit the Full Employment Mark?
- China: Wen Indicates a 7.5% GDP Growth Forecast for 2012
- Is the Current Pace of Decline in the Jobless Rate Different?
- Watch MFI Lending to Track if the ECB’s Liquidity Shot is Successful
- Stagnant Consumer Spending Raises Concern
- Residential Construction Posted Strong Increase in January
- Factory Sector – Pace of Growth Slowed Slightly in US, Improved in China
- Bernanke Maintains Cautious Stance
- Private Sector vs. Government Sector in the Current Recovery
- Durable Goods Orders – Too Soon to Declare Soft 2012:Q1
- Home Prices Continue to Maintain Downward Trend
- Recent Uptick in U.S. Consumer Optimism is Related Gains in Jobs
- Oil Prices – One More Perspective for 2012
- January New Home Sales – Moving Sideways But Record Low Number of Homes for Sale Raises Expectations of New Construction
- Recent U.S. Oil and Gas Extraction Activity – Facts vs. Popular Opinions
- January Existing Homes Sales – Many Positives to Note
- January Consumer Price Index – Contained Trend Supportive of Current Fed Policy
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Housing Starts, Jobless Claims, and Wholesale Price Index – Mixed Bag
- Minutes January 24-25 FOMC Meeting: Divided House about Additional Quantitative Easing
- February Home Builders Survey – One More Positive Signal to Note
- January Industrial Production: Factory Sector Maintains Momentum
- January Retail Sales – Decelerating Trend Remains in Place
- Retail sales increased 0.4% in January after a steady reading in December.
- Hey, Big Spender?
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Trade Gap Reflects Relative Strength of U.S. Economy
- Different Measures of Unemployment, but Consistent Story is Visible
- Insights from Two Voting Members of 2012 FOMC
- Has ZIRP Held Back Economic Recovery?
- January Employment Situation – Widespread Improvement, but Noticeably Short of Full Employment Mandate
- Atypical Weather Trims Consumer Spending and GDP in 2011:Q4
- New Home Sales Dip, Orders of Durable Goods Advanced, Jobless Claims Rose
- January 24-25 FOMC Meeting – Fed Extends Low Rate Forecast to 2014
- Checklist for the January 24-25 FOMC Meeting - Continued
- Checklist for the January 24-25 FOMC Meeting
- Sales of Existing Homes: Slow Growth, Moderation of Price Declines is Visible
- Consumer Price Index, Jobless Claims, Housing Starts – Each of These Reports Have Favorable Aspects to Note
- Economic Reports Underscore More Positives of the U.S. Economy
- Oil Prices – Another Roller Coaster Ride in 2012?
- Declining Trend of US Exports Warrants Close Watching
- U.S. Retail Sales – Strong Q4, But Underlying Momentum is Slowing
- Increase in Initial Jobless Claims Could be a Timing Issue
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Euroland Factory Sector Posts Decline, Confirming Expectations of a Recession
- Tracking China’s Imports and Germany’s Exports
- Outlook of Small Businesses Improves, But Still Short of Levels Seen in Good Economic Times
- Distressed Properties Continue to Hold Down Home Prices
- Update on Headwinds That Could Rock the U.S. Economy
- Consumer Credit Advanced in the United States
- December Employment Situation – Widespread Gains in Hiring Allows Fed to Watch from the Sidelines
- Labor Market – Encouraging Signs, December Employment Report Awaited
- The Fed’s New Communication Strategy – Aspects to Ponder About
- Auto Sales Should Give Lift to Q4 Consumer Spending and GDP
- Minutes of December 2011 FOMC Meeting – Fed Will Publish Forecast of Fed Funds Rate
- US Factory Activity Data Suggest Continued Forward Momentum
- Residential Construction Spending Likely to Make Positive Contribution to Q4 GDP
- Will an Extension of the Payroll Tax “Holiday” Turn Out to Be a Festivus Miracle for GDP?
- Should the Definition of the Central Bank Lender of Last Resort Function Be Expanded?
- How Important is North Korea’s Leadership Change?
- Inflation – A Hurdle for the Next Round of Quantitative Easing?
- G7 Government Debt – Facts and Projections
- Jobless Claims of the U.S. economy Post a Notable Improvement
- November Industrial Production – Disappointing, Being Watched Closely
- Food Prices Account for Large Part of the Increase in Wholesale Prices
- Asia: Diverging Outlooks Going Into 2012
- Fed Stands Pat as the Curtain Closes on 2011
- Retail Sales Data of October-November Offer Solid Support for Q4 Consumer Spending
- Outlook of Small Businesses Shows Improvement in November
- The Other Side of the Austerity Program – German Economy Stands to Lose
- U.S. Household Debt - Deleveraging Posts New Record
- European Union Summit – Important Questions Unanswered, IMF to the Rescue?
- Drop in Oil Imports Leads to Lower Trade Deficit
- The European Central Bank Provides Temporary Support to Banks
- Household Net Worth Posts Second Quarterly Drop
- The European Central Bank Holds Court Tomorrow
- Brazil, India, China and Eurozone – Headwinds to Heed in 2012
- Home Prices Show a Small Improvement in October
- Quantitative Easing by the European Central Bank – A Matter of Time?
- Labor Market is Improving, but Imminent Recession in Europe Could Upset the Apple Cart
- U.S. Factory Sector – Bright Spot in the World
- Home Construction ...
- Coordinated Central Bank Action – Temporary Fix, Not Panacea for Europe’s Sovereign Debt Woes
- Economic Reports of U.S. Paint a Bullish Picture
- Yellen is Supportive of Additional Fed Action
- Outlook of Consumers Improves in November
- Home Prices in September Show a Small Improvement
- October New Home Sales Report – Positive Aspects to Note
- Mixed Economic Signals is Still the Predominant Flavor
- We Are All Keynesians Now – Except Me
- Europe Is in for a Long Recession
- Sideways Trend of Housing Starts Reflects Underlying Soft Labor Market Situation
- Initial Jobless Claims – Improvement is Small but Notable
- October Consumer Price Index - Signs of Moderation are Noteworthy
- Factory Production Posts Strong Gains, With and Without Autos
- October Retail Sales Bode Well for the Final Quarter of 2011
- Wholesale Prices Show Moderating Trend
- Japan: A Recession Ends, but Will Problems Continue?
- Labor Market Update – Small Improvements, Noteworthy Nevertheless
- Growth in Exports Narrows Trade Gap, Possibly Upward Revision of 2011:Q3 GDP
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The Likely Export Shock from Europe and More
- Small Businesses are a Tad More Optimistic, Poor Sales and Employment Remain Areas of Concern
- Mortgage Rates are Low, But Are Bankers Willing to Extend Mortgages?
- Senior Loan Officer Survey – Bank Lending Remains Restrictive
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October Employment Situation: Fed Can Watch From the Sidelines, For Now
- U.S. Productivity Improves, Labor Cost Remains Contained
- The Fed’s Forecast Begs for Action, Bernanke Hints at QE3
- Wondering About the Size of Greek Debt Exposure?
- The Fed is Less Optimistic about Growth and Employment, But Stands Pat
- Worldwide Factory Activity Softens in October
- Auto Sales Advanced in October
- Will the Fed Deliver a Chock Full of New Insights?
- Consumer Spending is Likely to Show Tepid Growth Once Again
- Operation Twist – Unmet Goal, For Now
- U.S. Real GDP: Pickup in Momentum Buys Time Before Fed Acts Again
- Sales of New Homes Rose in September, But Trend is Unimpressive
- September Durable Goods Orders – Decline Led by Aircraft, Underlying Momentum is Tepid
- Consumer Confidence Index: Near Recession Low in October
- August 2011 Home Prices: Small but Noteworthy Improvement
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Modified Program Aims to Alleviate Residential Mortgage Problems, Will it Raise Consumer Spending?
- Fed Officials Offer Broad Hints That QE3 is Likely if Soft Patch Persists
- September Existing Home Sales: Housing Sector Needs a Supportive Nudge
- Initial Jobless Claims, Index of Leading Indicators, Philly Fed Survey – Small But Noteworthy Positive Signals
- Inflation Shows Signs of Moderation in September
- Multi-Family Starts Boost Total Home Building Activity
- Bernanke Stresses Importance of Financial Stability among Objectives of Central Bank Policy
- Food and Energy Prices Lift Wholesale Prices
- Industrial Production – Autos Lift Factory Production in Q3
- September Retail Sales – Noteworthy Pickup, But Q3 Consumer Spending is Tepid
- Cash Rich Firms Will Not Hire and Invest Until Demand Gains Momentum
- United States and China: International Trade Data Underscore Softening Economic Fundamentals
- Minutes of the September 20-21 FOMC Meeting – QE3 is Likely, if Economy Slips
- A Decade of Household Deleveraging?
- Poor Sales Continue to Haunt Small Businesses
- September Employment Situation: Headlines Alleviate Fear, Details Not So Rosy
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Core Logic Home Price Index Posts Small Improvement in August
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Spillover from Eurozone Crisis Less than Lehman Impact, For Now
- Bank Recapitalization is an Inadequate Panacea for Eurozone’s Woes
- ISM Non-Manufacturing Survey Points to Decline in Service Sector Employment
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Bernanke Presents a Pessimistic View, Reassures Fed Stands Ready to Support
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Will the Hawks of the FOMC Have to Reconsider?
- Purchasing Managers’ Indexes Point to Sluggish Factory Conditions
- Car Sales Rose in September, Bodes Positively for Consumer Spending in Q3
- Residential Construction Spending Moves Up, But Bounces along Recession Lows
- Infrastructure Spending – What’s Not to Like?
- Dollar’s Role as International Reserve Currency: Share Declines, But Still the Largest Player
- Consumer Spending in August Puts Q3 Change at Tepid Mark
- Fed Officials Voice Dissenting Opinions Again
- Q2 Real GDP Growth Revised Up, Jobless Claims Decline Partly Due to Technical Issues
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Durable Goods Orders – Headline Suggests Weakness, Details Present a Different Story
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Housing Market Update: Refinancing Index Shows Sharp Increase, But Purchase Index Continues to Languish
- Case-Shiller Home Price Index – Noteworthy Improvement, But Durability is Uncertain
- Governor Raskin’s Remarks Contain Noteworthy Observations about Credit
- August New Home Sales Hovers around Recession Lows, Still
- “Animal Spirits” – What Keynes Penned, Its Relevance Today
- Record Low for 10-year Treasury Note Yield – Will it Last?
- Improvement of Home Prices?
- FOMC Engages in Operation Twist, Another Unconventional Step
- Sales of Existing Homes Recover, But Level Still Close to Recession Low
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Details to Note Prior to Fed Announcement on September 21
- Home Construction Declines, Permits Post a Small Gain
- The American Jobs Act – Rationale is Solid, But Desired Outcome is Tied to How it is Financed
- Today’s String of Economic Reports Present a Mixed Picture Once Again
- Retail Sales and Wholesale Prices – “Unchanged” is the Flavor of the Month
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Small Business Survey – Headline and Details are a Source of Concern
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Import Prices of Chinese Goods Continue to Advance
- Twin Problems: Employment and Consumer Spending
- EU Turmoil in 2011 vs 2010 – Anything Different in Market Metrics?
- Fed’s Holdings of U.S. Treasury Securities Before the “Twist”
- Bernanke – Hints About Additional Monetary Policy Easing
- Auto Exports and Imports Dominate July Trade Report
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Jobs, Jobs, Jobs – The Mantra of the Current Season
- Europe’s Economic Woes in Pictures
- August Employment Situation: Odds of Additional Fed Policy Action Have Increased
- Chicago Fed National Activity Index Points to Slowing Economic Conditions
- Latest Rumblings about Fed Action
© 2013 Northern Trust Corporation
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