SubscribeRetail Sales — Nothing To Get Excited About (Except The Silver Lining Crowd)
May 15, 2012
Whatever they say on the boob-tube, the retail sales print was awful. Yes, it was in-line with estimates, but that is nothing to cheer about. Of course the glass-half-full crowd will see this as a “resilient” consumer, even in the face of all sorts of headwinds Read more
Must Read: Student Loans Weighing Down a Generation With Heavy Debt
May 15, 2012
This weekend, the NY Times did an extensive review of the college debt burden that is growing exponentially.It comes at an interesting time when the unemployment rate of under 25 is still close to record highs and the vote to extend the low cost loans is hanging overhead.
Something is going to have to give or we are strolling down a path Read more
Europe Risk – CDS and Yield Charts Are Not Pretty (What is Behind The Moves?)
May 14, 2012
The yields on Spanish debt are exploding over the “acceptable” levels again. At the same time, time, CDS levels are the highest since last December.
The exit of Greece from the Eurozone is being talked up among the members in a way that is obviously for Read more
Be Prepared: Economics To Watch This Week
May 14, 2012
After a better than expected (weaker) PPI report last week, the CPI numbers will tell us just how much we are not paying more for fuel, food and housing. While we all know that prices have been driving higher for almost everything, however the survey of leading economists shows a 0% rise for the month-over-month number. The year-over-year number is expected to rise 2.3%. (Attention Gold and Silver bugs!)
A few key manufacturing reports along with Read more
TDI Podcast: Virtual Guestorama and The Facebook IPO (#263)
May 13, 2012
We listen and discuss the Meet The Press interview of Jamie Dimon of JP Morgan (JPM) , Facebook’s (FB) IPO and much more Virtual guests include Simon Johnson, Art Cashin and Lakshman Achuthan. Fed minutes are due, China’s bank reserve reduction and a listener question is answered in this episode.
Check out TriggerPoint Research ALERTS!
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