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Saturday, December 20, 2008

EconomPics of the Week (12-20): Travel Edition

Opinion

Dollar Crushed / Why the Dollar Had Rallied

Greed
FT's Madoff-o-Meter
Ecuador Defaults... "We Borrowed, but Now Feel it is Immoral”
Goldman Earnings Hit, Pay Down to a Puny $395,000 ...

Rates
Real Mortgage Rate is Not So Nice
Mortgage Financing on the Cheap... Will It Work?
Who Wants to Receive 2.5% / Pay LIBOR for 30 Years?
Breakeven Inflation... How Low Can We Go

Currency
Dollar Carry Trade Version 2.0

Economic Data
Leading Economic Indicators Point to Worsening Economy
CPI November (All About Transportation)
Real GDP Declines in Recessions
Housing Starts Down... Housing Stocks Up
Stimulus Needed to Fill Under-Utilized Capacity
Industrial Production

States / Regions
State Revenue Down in Q3... Just Wait til Q4
Regional Personal Income Breakdown: No Stimulus Here
Muni Market Whacked

Posted by Jake at 9:29 AM
Labels: Picks of the Week

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Blog Archive

  • ►  2009 (926)
    • ►  December (36)
      • EconomPics of the Week: See You in 2010 Edition
      • Can Capacity Destruction be Good for GDP?
      • The Great (Two Week Glimpse of What Can Happen) Un...
      • Leading Economic Indicators Strong in November
      • State Personal Income Rebound
      • Capacity Destruction?
      • Consumer Price Index... Up, but (Seemingly) Contai...
      • Treasury Debt to Receipts over the LONG Term
      • Capacity Utilization and Production Rebounding
      • PPI Jumps from Energy Prices in November
      • On the Timing / Importance of Stock Buybacks
      • Industrial Production Down in Eurozone
      • Treasury Debt to Receipts Spiking
      • EconomPics of the Weeks (The Final Countdown)
      • Retail Sales Strong in November
      • Wealth Rebounds in Q3... Is It Sustainable?
      • Treasury Budget: "Only" $120.3 Billion Deficit
      • Trade Balance Improves in October
      • Wholesale Inventory Correction Isn't "Real" in Oct...
      • Can't Get a Job? Here's Why...
      • The Real Lost Decade: Japanese GDP Edition
      • Temporary Help as a Predictor of Broader Hiring
      • Deleveraging Consumer and Economic Growth
      • On the Value in Housing
      • Income Disparity
      • Payroll and GDP
      • EconomPics of the Week: Recovery Edition?
      • Unemployment Drops to 10%
      • Random Blip or Double Dip?
      • Thanks to the Fed, We Have Narrow Spread
      • 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
    • ►  October (66)
    • ►  September (74)
    • ►  August (89)
    • ►  July (98)
    • ►  June (45)
    • ►  May (96)
    • ►  April (91)
    • ►  March (92)
    • ►  February (86)
    • ►  January (94)
  • ▼  2008 (609)
    • ▼  December (93)
      • Happy 2009
      • "Scariest Housing-Related Chart Ever"
      • Euro Approaching Parity with Pound Sterling
      • Equity Forecasts: Bullish and Highly Uncertain
      • In Excel this is called a Circular Reference Error...
      • Armageddon Index Crushed, but an Improved Outlook
      • Case-Shiller Price Index (October)
      • The Emerging... 'Emerging Market' Crowd Out
      • Information Warfare and the Wall Street Journal's ...
      • California: Too Big to Fail?
      • Real GDP Per Capita
      • Japanese Industrial Output Down to Levels Seen 5 Y...
      • EconomPics of the Week (12/26/08)
      • Real vs. Nominal GDP / Expectations for Q4 GDP
      • Another Reason to Hate the Yankees
      • Housing Bubble Defined
      • Asset Price Declines, Wealth Destruction, and Fede...
      • Hotel Struggles
      • Personal Consumption; Necessities Reign Supreme
      • Corporate Profits Struggling
      • A Continued Good Sign in Credit Markets
      • When Housing Became a "Serious Liability"
      • We're All Socialist Now...
      • 2008 Was Not the Year for M&A
      • Wealth Concentration by State
      • Is the Bailout Hurting Pension Plans?
      • 30 Year Swaps Flat to Treasuries
      • Bank Valuations --> Then and Now
      • EconomPics of the Week (12-20): Travel Edition
      • Real Mortgage Rate is Not So Nice
      • Mortgage Financing on the Cheap... Will It Work?
      • Dollar Crushed
      • State Revenue Down in Q3... Just Wait til Q4
      • Leading Economic Indicators Point to Worsening Eco...
      • Regional Personal Income Breakdown: No Stimulus He...
      • Who Wants to Receive 2.5% / Pay LIBOR for 30 Years...
      • Real GDP Declines in Recessions
      • Housing Starts Down... Housing Stocks Up
      • Dollar Carry Trade Version 2.0
      • Breakeven Inflation... How Low Can We Go
      • Ecuador Defaults... "We Borrowed, but Now Feel it ...
      • Goldman Earnings Hit, Pay Down to a Puny $395,000 ...
      • CPI November (All About Transportation)
      • Muni Market Whacked
      • Stimulus Needed to Fill Under-Utilized Capacity
      • Industrial Production
      • FT's Madoff-o-Meter
      • EconomPics of the Week 12-12
      • Mets Owner Scammed for $300mm
      • Inventory to Sales Ratio on the Rise
      • Still a Nation of Debt... For the Time Being
      • Retail Sales November: Hey, You Gotta Eat! Edition...
      • What Inflation?
      • $50 Billion Ponzi Scheme... We've Hit a New Low
      • Auto Bailout Back on Track... Not
      • International Trade Slows in October
      • Everyone's Delevering... Well, Almost Everyone
      • Out of Office
      • California Unemployment Soars
      • Capitalism is Dead
      • Consumer Credit Drying Up
      • Real Yield of Treasuries vs. Corporates
      • T-Bills: 2396 Years to Make Up YTD Equity Loss
      • Redefaults Looking like Original Defaults
      • Export / Dollar Worries Not as Bad as You Think
      • Multiplier Math: Is U.S. Protectionism on the Way?...
      • $15 Billion Auto Bail Out
      • EconomPics of the Week (12/5/08)
      • Hedge Funds: Bad, but But Better than S&P
      • January Gas Futures Below $1
      • Consolidated Employment Posts
      • Job Creation: Last Two Presidencies
      • Broader Unemployment to 12.5%
      • Change in Non-Farm Payroll by Industry (November)
      • Birth Death Model at it Again: Employment Worse th...
      • Employment Crumbles (November)
      • Then and Now: Banks 1999 vs. 2008
      • Manufacturers Shipments
      • Same Store Sales (November)
      • Defined: Unsustainability
      • Global Rates Slashed
      • Pledges to Date Redux
      • Harvard Endowment Down $8 Billion in 4 Months
      • Services: Bad to Worse
      • 2008 Volatility Like No Other
      • What a Recession Looks Like (Q3 Productivity)
      • November Auto Sales... Where's the Bailout?
      • Curve: Swaps vs. Treasuries
      • Pension Plans, the Equity Market, and Irrational B...
      • Fed has Option to Buy Treasuries on Open Market
      • Manufacturing: Bad to Worse
      • High Yield: On Pace for the Worst Year on Record
      • Treasuries and Equities Rally
    • ►  November (88)
    • ►  October (104)
    • ►  September (77)
    • ►  August (93)
    • ►  July (71)
    • ►  June (38)
    • ►  May (20)
    • ►  April (11)
    • ►  March (14)

What Jake's Reading...

  • *Bronte Capital*
    When regulators can’t do math: gas pipeline edition
  • Bespoke Investment Group
    Apple (AAPL) Breaks Out To New Highs
  • Calculated Risk
    Government Housing Support Update
  • Credit Writedowns
    The week in review at Credit Writedowns: 2009-12-26
  • felixsalmon.com:
    Retiree income datapoint of the day
  • Fixed Income « Abnormal Returns
    Sunday links: forecast frenzy
  • Investment Postcards from Cape Town
    2010 Bespoke Roundtable
  • Live Jam of the Day
    the bouncing souls - gone (live at the key club)
  • Naked Capitalism
    “Top Ten Reasons to Kill the Senate Health Care Bill”
  • Paul Kedrosky's *Infectious Greed*
    Weekend Reading
  • Paul Krugman
    The malleability of history
  • The Big Picture
    Sunday Reads
  • [ The Financial Ninja ]
    Low Volume Melt Up
  • The Reformed Broker
    More Evidence That High CEO Pay Is Detrimental To Shareholders
  • World Beta - Engineering Targeted Returns and Risk
    Happy Holidays

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