Baltic Dry Freight Index
From Ticker Sense The Baltic Dry Freight Index is considered by some to be a decent indicator as to the future direction of the economy. The logic goes along the lines that if shippers…
Economy
All Economy Articles
Newest first · Page 420Durable Goods Orders Still Weak
By William Trent, CFA of Stock Market Beat Durable goods weaker than expected – Yahoo! News Orders for U.S.-made big-ticket items were weaker-than-expected in February as the world’s richest economy hit hard by troubles…
Chicago Fed Index Indicates Slowdown Still
By William Trent, CFA of Stock Market Beat Thanks to a tip from the West Coast Whiner, we have decided to start following the Chicago Fed index more closely as an economic indicator.Chicago Fed…
Kasriel Recession-Warning Indicators Flashing Red
From Investment Intelligencer With the exception of Messrs. Roubini and Roach, the vast majority of Wall Street economists are still whistling Dixie. Another exception, previously noted here, is Northern Trust’s Paul Kasriel. Kasriel hasn’t…
FOMC Leaves Rates Unchanged on Different Language in Statement
As expected, the FOMC left rates unchanged today at 5 1/4%. At the last meeting, the DJIA closed at 12,621.69 on the January 31, 2007 date and right before today’s announcement the DJIA was…
Market Action and the Fed
From Ticker Sense With the Fed rate decision coming today at 2:15 PM ET, we updated our table of how the S&P 500 has performed on the day of rate decisions as well as…
What’s Driving the CPI
From Ticker Sense While we wait over the next two days for the Fed’s ultimate decision regarding interest rates and the wording of their statement, we thought we would share the following chart which…
Fed Easing Cycles and Inflation
From Ticker Sense Friday’s CPI report, which showed a slight up-tick in year over year core CPI, lowered investor expectations of rate cuts later in the year. Furthermore, with core inflation (2.7%) running above…
Same Reports, Two Different Takes
From Ticker Sense New Inflation Fears Cap a Rocky Week” – New York Times 3/18/07 “Upbeat Outlook for US Inflation” – Financial Times 3/17/07 When investors get caught up in the tick by tick…
The Week Ahead (19 March 2007)
By William Trent, CFA of Stock Market Beat The major events on this week’s economic calendar include: Housing Starts (Tuesday). The FOMC Announcement (Wednesday) Significant earnings reports include: Large Cap Watch List member Oracle…
Should We Blame the Fed for Sub-Prime’s Woes?
By Chad Brand of Peridot Capitalist I just heard an argument about this and I think it’s extremely unfair to blame the Fed for the current crisis in the sub-prime mortgage industry. The rationale…
Inflation on the Come Back?
From Ticker Sense Over the last year and a half we have found that the ISM Commodities Survey has been an effective barometer of future inflation. When the number of commodities rising in price…
Are We Already in A Recession?
From Investment Intelligencer Recessions are not only hard to predict, they’re also sometimes hard to identify until after-the-fact. For example, as Dan Gross describes in this NYT piece, back 2000, very few economists saw…
Defensive Review of Debt Collection Stocks: Beneficiary of Sub-Prime Liquidity Squeeze
The companies that actually stand to benefit from the sub-prime implosion are the credit and debt recovery and collections companies, with some caveats of course. First, they will not do well if the sub-prime…
The Monday Edition: Global Macro Talk (US, China & ECB)
By Yaser Anwar, CSC of Equity Investment Ideas This week I’d like to discuss 1) Conflicting US Economic Data (weak ISM but strong wage growth) and 2) China’s Fuel (18% savings rate), ECB hike…