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Friday, November 7, 2008

EconomPics of the Week (11-7-08)

Economic Data
Additional Employment Analysis
Birth Death Model Overstates Employment... Again
Unemployment Analysis (October)
Same Store Sales (October)
Non-Manufacturing Index (October)
ISM Report: Manufacturing Contracted in October

Autos
Auto Sales: Month over Month Sales Shows a Different Story
U.S. Autos Bleeding Cash
Auto Sales Crash... Again

Federal Reserve
Federal Reserve Bank Credit Balance Sheet Over $2 Trillion
Bank of England Has Some Catching Up to Do

Equities / Fixed Income
Hedge Funds Performing "Relatively" Well
S&P 500 Down Another 5%
LIBOR Improves
Gross Notional CDS
S&P 500 and Treasury Rally in the Same Day? Finally
MBS Issuance

Politics
Voter Turnout: Diverse and Strong
Obama Poll Lead by State
I Proudly Present... Our Next President

Other
Tax Payer Fueled Bonus Binge

Posted by Jake at 12:50 PM
Labels: Picks of the Week

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Blog Archive

  • ►  2009 (897)
    • ►  December (7)
      • Historical Spreads
      • Still Shedding Jobs
      • Autos and Emerging Markets
      • Equities Lost Decade
      • Private Construction Slump Continues
      • Manufacturing Continues to Expand, but at Slower P...
      • European Unemployment Remains at 11 Year High
    • ►  November (59)
      • 1.2% over 10 Years?
      • Chicago PMI: Strength, but No Jobs
      • Durable Goods Down, But Out?
      • The Scale of Hedge Fund Gold Purchases
      • Japanese Industrial Production Up, but Disappoints...
      • EconomPics in Brief (Tryptophan Edition)
      • Why the U.S. is Broke... Personal Current Tax Edit...
      • Recovery in Perspective: Nominal GDP Edition
      • Q3 GDP Revised Down to 2.8%
      • Existing Home Sales Jump
      • Agency Mortgage Bonds are RICH
      • The New Moon... The Power of the Women Filmgoer
      • EconomPics of the Week (11/20/09)
      • Selecting a Domestic Fixed Income Benchmark
      • Leading Economic Indicators Losing Strength
      • Gone Fishing
      • Auto Prices and CFC; CPI and Capacity
      • Housing Starts and Permits Down.... GOOD
      • What Stinkin' Inflation? PPI Edition
      • 1 in 7 Americans Affected by Food Insecurity
      • No Inventory Correction in September
      • Retail Sales Upside Suprise... Still Weak Longer T...
      • Has Euro CPI Seen Its Lows?
      • Japanese GDP... 4.8% Growth, but Ugly?
      • EconomPics of the Weeks (11/13/09)
      • Consumers Don't Enjoy Unemployment
      • Trade Deficit Jumps in September
      • Eurozone GDP Breaks Through Zero... Concerns Still...
      • Just One Super-Secular Mean Reversion?
      • Spending Down + Deficit Up = Not Good
      • Where are Long Bond Yields Going: Late 70's / Earl...
      • Will There be Appetite for Another Stimulus Plan?
      • Aussie Miracle Continues
      • China is Ripping... Bears are Smoking Dope
      • The Job Market and Equities
      • Where are Long Bond Yields Going?
      • Germany: Improving Economy, Idea of Fast Turnaroun...
      • The State of States: They're Broke
      • The "Paradox of Deleveraging"
      • Civilian Hours vs. Real GDP
      • EconomPics of the Week (11/6/09)
      • Health Care Bill Passes Through House. Politics St...
      • Importing Goods for IOU's
    • ►  October (66)
    • ►  September (74)
    • ►  August (89)
    • ►  July (98)
    • ►  June (45)
    • ►  May (96)
    • ►  April (91)
    • ►  March (92)
    • ►  February (86)
    • ►  January (94)
  • ▼  2008 (609)
    • ►  December (93)
    • ▼  November (88)
      • Rest in Peace Doris “Tanta” Dungey
      • Why 'Expected Deflation' Can Be a Good Thing
      • EconomPics of the Week: Turkey Edition
      • Missed Chance to Get Warren as Asset Manager on th...
      • Japanese Production Shows a Worsening Global Reces...
      • Global Equity Markets Rally
      • Relative Size of Pledges... Part III
      • Personal Consumption and Spending (October)
      • Durable Goods: New Orders Down 6.2%
      • Some Swap Spread Normalization...
      • Problem Banks: It's the Assets That Matter
      • Pledges by Fed, FDIC, Treasury, and FHA = $90k per...
      • Case Shiller Price Index (September)
      • Bailout Pledges More than $8 Trillion
      • Uncertainty... The Only Thing That's Certain
      • Market Rallies, Except for Warren
      • Will an Auto Bailout also Act as an Ad Bailout?
      • Break-Even "Deflation"
      • Citi Bailout Details
      • Leading Economic Indicators (October)
      • NFL Scoring Differential
      • The Only Equity Fund up Through Thursday, Down Thr...
      • EconomPics of the Week (11-21-08)
      • Oil Sources by Region
      • TARP Participants to Date
      • The Equity Market has Nothing on Credit
      • Equity Market Snow Balling...
      • Obvious Statement of the Day: Banks Struggling
      • Up is Down... Down is Up
      • Bailouts... to Pay a CEO's Severance?
      • The Former Untouchables
      • What's the Deal with Long Credit?
      • CPI: Largest Drop in 61 Years "Fueled" by Fuel
      • Commercial Real Estate Troubles
      • Can the Credit Crisis Impact Global Hunger?
      • "After the Stimulus": What Will Replace Consumptio...
      • Producers Price Index (PPI) - October
      • You Can't Invest in an Average
      • Mass Layoffs on the Rise
      • Who Will Save Citi?
      • Why Does Anyone Rely on Estimates?
      • Bailout Greed... Can Anything Top This?
      • Econom-Pics of the Week (11-15-08)
      • Holiday Shopping Slump
      • Retail Sales Tail Spin
      • There's no Raising Prices of Tickets in Baseball!
      • LIBOR Higher
      • "Wal-Mart Trade Deficit"
      • $2.214 Trillion and Counting...
      • $3 Trillion and Counting...
      • US Int'l Trade in Goods and Services Cliff Dive
      • The Changing Global Economy by President
      • GM: The Ultimate Cyclical Stock?
      • Chinese Hard Landing
      • Krugman's Stimulus Math: $600 Billion
      • GM = Small Cap Stock
      • The End of Wall Street / Investment Banking Bonus ...
      • You Call That a Knife? THIS is a Knife!
      • Are Convertible Bonds a "Screaming Buy"?
      • Fannie: Going Concern, but I am Getting Concerned
      • Credit Risk Analysis
      • How Much of the Bailout Money Will Make it into th...
      • China Gets on the Stimulus Train
      • EconomPics of the Week (11-7-08)
      • Additional Employment Analysis
      • U.S. Autos Bleeding Cash
      • Federal Reserve Bank Credit Balance Sheet Over $2 ...
      • Birth Death Model Overstates Employment... Again
      • Unemployment Analysis (October)
      • S&P 500 Down Another 5%
      • Same Store Sales (October)
      • Voter Turnout: Diverse and Strong
      • Bank of England Has Some Catching Up to Do
      • LIBOR 11-6-08
      • Hedge Funds Performing "Relatively" Well
      • Non-Manufacturing Index (October)
      • Gross Notional CDS
      • LIBOR Improves Again
      • Auto Sales: Month over Month Sales Shows a Differe...
      • I Proudly Present... Our Next President
      • S&P 500 and Treasury Rally in the Same Day? Finall...
      • MBS Issuance
      • LIBOR Down... Again
      • Auto Sales Crash... Again
      • ISM Report: Manufacturing Contracted in October
      • LIBOR Down
      • Obama Poll Lead by State
      • Tax Payer Fueled Bonus Binge
    • ►  October (104)
    • ►  September (77)
    • ►  August (93)
    • ►  July (71)
    • ►  June (38)
    • ►  May (20)
    • ►  April (11)
    • ►  March (14)

What Jake's Reading...

  • *Across the Curve*
    History Lesson
  • *Bronte Capital*
    Getting it wrong about getting it wrong about coffee
  • Bespoke Investment Group
    First Goldman, Now Apple?
  • Calculated Risk
    Fed's Sack: MBS Purchases Lowered Mortgage Rates by 100 bps
  • Credit Writedowns
    Are we pushing on a string or crowding out?
  • felixsalmon.com:
    Counterparties
  • Fixed Income « Abnormal Returns
    Quants in the news
  • How the World Works - Salon.com
    Out, out, damn TARP!
  • Investment Postcards from Cape Town
    Prieur’s readings (December 2, 2009)
  • Naked Capitalism
    Links 12/3/09
  • Paul Kedrosky's *Infectious Greed*
    So, What is (Ab)Normal Anyway?
  • Paul Krugman
    Double dip warning
  • The Big Picture
    Open Thread: Is the Fed Chair’s Reappointment at Risk?
  • [ The Financial Ninja ]
    Low Volume Melt Up
  • World Beta - Engineering Targeted Returns and Risk
    Fund Manager of the Decade….Seth Klarman?

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