The Banking and Strategy Initiative

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Tag Archives: November

It’s Monday Again: A $99-kit DNA test banned by US FDA, A new Mustang GT 500, will banks get into a better week?

US Yields moved into the last days of December even as the PIMCO Total Return Fund confirms a large holding in US Bonds. As Barclays points out i in the … Continue reading

December 9, 2013

US Economy: A recovery not stalled, A Europe still suffering for longer

IMF’s reduction of estimates for US growth dropped US 2012 estimates as well as those for 2013 to 2%  and 2.25% as did all the nine regional Feds when they … Continue reading

July 3, 2012

The Thursday Fed Update: That rate keeps trending down, Budget Surplus and a Dimon induced spiral – US Economy (Thursday EoD Review)

Someone must be happy we are paying only 3% interest on 30 Y US debt but it is all getting too close to call a bad year for 2013 or a … Continue reading

May 10, 2012

US Economy: The morning begins well, It is Jobs thursday

Jobless claims fell 5,000 from a revised 353,000 for the week to 348,000 and the claims average took another hit in the belt with a drop to 355,000. A widely … Continue reading

March 22, 2012

US Economy (The week ahead): Housing market Data to keep up; China, Euro PMI, whither recovery

While last month’s Existing and new Home sales data hit all time highs, with a 20 month high for Existing Home sales at 4.57 mln and new home sales at … Continue reading

March 17, 2012

US Economy: Consumer Credit strong at $17.8 bln

The revolving credit component ( predominantly Credit Cards) was slightly negative, after the holiday spending rush was over , not necessarily bad news for the banks as it is good … Continue reading

March 8, 2012

US Economy: So is the Jobs report going to be good or bad!

Happy Holi to everyone from India. And back on th eJobs numbr, Claims were marginally higher at 362k, 4 week average at 355k, ADP Payrolls were on the whole very … Continue reading

March 8, 2012

US Economy: Italian trade surplus, US single family housing moves up

The Super Mario sdpeech in the European Parliament yesterday was a breath of Fresh ‘year’ as was the trade surplus for December at Eur 0.6 B after a smaller yet … Continue reading

February 16, 2012

The Housing recovery 2012: Construction spending up for December 2011

We are increasingly hopeful that a material recovery in US housing will happen , its roots in the bottom hit in November 2011. Of course, much of our argument will … Continue reading

February 1, 2012

US Economy: Newt Press monologues misfire in Florida, Chicago PMI up on new order data

The Chicago PMI came first in the morning as US House price data also reported weakness and the Chicago area PMI at 60 showed a significant lossses from a 63 … Continue reading

January 31, 2012 · 5 Comments

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