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Friday, December 26, 2008

EconomPics of the Week (12/26/08)

Economic Data
Real vs. Nominal GDP / Expectations for Q4 GDP
Personal Consumption; Necessities Reign Supreme
We're All Socialist Now...

Credit Markets
A Continued Good Sign in Credit Markets
30 Year Swaps Flat to Treasuries

Real Estate
Housing Bubble Defined
When Housing Became a "Serious Liability"
Hotel Struggles

Opinion
Asset Price Declines, Wealth Destruction, and Federal Bailouts
Another Reason to Hate the Yankees
Is the Bailout Hurting Pension Plans?

Other
Bank Valuations --> Then and Now
Corporate Profits Struggling
2008 Was Not the Year for M&A
Wealth Concentration by State

Posted by Jake at 3:18 PM
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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