The Banking and Strategy Initiative

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Tag Archives: January

US Economy: Apparently it’s Spring already!

While the 3 month and 6 month auctions went by with a 4.5 x coverage and slightly higher coupons ( which would have been welcome at the Fed ) the … Continue reading

February 7, 2012 · 3 Comments

US Economy: A Services thrust is in the making

The ISM Services consensus was somehow muted at 53.6 and the numbers that came out hinted at a reading of the previous data again and again. The employment data is … Continue reading

February 3, 2012 · 1 Comment

US Economy: ISM Manufacturing PMI at 54.1

Production sub index jumped to a 59.9 in the December report and understandably got a subdued 55.7 in today’s report. With Seasonally adjusted 53.1 for ISM in December 2011, the … Continue reading

February 1, 2012 · 2 Comments

US Economy: The Amazon gotcha, a prescient ADP report and more Autos

The Amazon phenomenon took its toll on the aftermarket giving investors a chance to buy afresh into the Jeff Bezos’ vehicle, losing $20 before markets opened, even as Ford reports … Continue reading

February 1, 2012 · 9 Comments

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