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Tag Archives: January

FOMC Policy speak and Forecasts, March 19-20, 2013 (followed by Ben Bernanke Speaks)

  The March FOMC Statement has been released along expected lines. The Fed has apparently tried to remove possibility of runaway speculation around its statements in small measure removing strategic … Continue reading

March 20, 2013

US Economy 2013: January all but forgotten, Industrial production still seems positive.

A late catch up with the meanderings of the US Business Economy’s recovery is due as February’s near washout was saved by early PMI reports and the continuing improvement in … Continue reading

March 15, 2013

US Economy (Friday Blanks): Personal Income data worries are back, Chicago PMI

Personal income data rang a few alarms despite a positive disposition, that is spending for the year is up 4.1% with income only up 3.2% and that should worry anyone … Continue reading

March 30, 2012

US Economy: Worries about the “head fake” in housing data, production declines and then Bernanke speaks..

Markets shoot up knowing well enought hat the mixed housing and manufacturing data showing wweakness in consumption and housing is really not significant and that the recocery is on. The … Continue reading

March 26, 2012 · 1 Comment

US Economy: Jobless Claims back at 351k, Empire State 20.21

After the last week data was revised upwards, Jobless Claims are down 14k for the week and the moving average is up very slightly to 355.75K and thus unchanged for … Continue reading

March 15, 2012

US Economy: FOMC, Greece, Retail Sales ex Auto hold up

Talks of the new QE have come back, with naysayers we like giving in to the Weak economy knocks played by the Housing market but a little bird inside us … Continue reading

March 13, 2012

US Economy: Jobs report nods with 733,000 new jobs..

The Barclays team and some at NPR are the first in many likely to ascribe the new ¬†lows in Labor participation rate the status of an urban legend. Irrespective of … Continue reading

March 9, 2012

US Economy: Jobless claims start the Thursday rush order for data

The ISM Manufacturing Index of course would be key to watch esp as the GDP growth of 3% did not mean much in Q4 and strong ISM was the beginning … Continue reading

March 1, 2012

US Economy: The consequences of a Romney win, Auto PMIs and all that Europe but PE pay

At some stage , all Americans will deal with the question. As of now ahead of Super Tuesday, only data for Ohio favoring Santorum and Georgia favoring Newt 2012 campaign’s … Continue reading

February 29, 2012 · 1 Comment

US Economy: Really, you want data on Friday..

Dow apparently needs not wait for any data or estimates or expectations this Friday, making do with the after hours AIG pop, no tears split over the retailers who have … Continue reading

February 24, 2012

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