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Friday, August 7, 2009
Unemployment Down to 9.4%
Source:
BLS
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2012
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May
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Put Selling as a Replacement For Stocks
First Quarter GDP Revised Down to 1.9%
What Happened to the Great Bond Sell-Off?
Existing Home Sales Rise Across the Board
Leading Economic Indicators Turn Negative
(U.S.) Relative Strength
Checking in on Inflation
EconomPics Recap
Trade Deficit Blow Out
Stocks for the Long Run?
The Consumer is Back... Consumer Credit Positive (...
Ugliest Employment Chart You'll See?
Employment Market Continues to Muddle Along
When Leverage Attacks
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Personal Income and Outlays... A Few Charts
April ETF Performance Recap
GDP Breakdown
More on that Treasury Blood Bath
The Power of Momentum
How's That Austerity Working?
Leading Economic Indicators (less Fed Control) Neg...
Why Investors are Reaching for Yield?
Chinese Treasury Holdings Back to 2010 Levels
Retail Sales Continue to Show Strength
Employment Report: Not as Bad as I First Thought
The VIX as an Equity Hedge
A Weak Jobs Report
Baby's Got Sauce... Checking in on the World's Gre...
"Risk On" in Q1
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Baseball Valuations Soar
Leading Economic Indicators Show Strength in Febru...
Not All Bonds are the Same
State Taxes
About that Treasury Blood Bath
What's Another Trillion?
Quantifying March Madness
EconomPics of the last month (or so)
Employment Breakdown... Are We There Yet Edition?
Wealth, Debt, and the Fed
Consumer Credit: The Good and the Bad
VIX Fun Fact
Germany Needs to Consume
Taking a Look into Disposable Personal Income
EconomPic Turns Four
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YTD Performance
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What Goes Up...
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Revisting The Equity Side of Ugly Bond Math
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Eurozone CPI
Chicago PMI Poised to Show Growth in September
The Nikkei (in USD) vs the S&P 500 (not in USD)
Job Destruction isn't the Problem
Regime Change in Japan
EconomPics of the Week (8/28/09)
Chicago Fed National Activity = Gettin' There
The Wage Freefall
Michigan Consumer Confidence Stalls
It's Good to Work for the Government
Japan Struggling
Where's the Investment?
Q2 GDP Remains at 1%... Breakdown Shifts
D.C. Hates Cash for Clunkers
New Home Sales in Perspective
Almost 1/3 of Banks Rated F
Durable Goods Jumps
Another Jobless Recovery, Even with a Deficit Spik...
The Futures So Bright...
Home Prices Continue Rebound
Top Holders of Commercial Real Estate Loans
North Dakota or Bust
The German GDP Recovery
The Mass Layoff Non-Seasonal Disconnect
Since the Market Bottomed...
Tarantino Scores Big
European New Orders Above Forecast
EconomPics of the Week (8/21/09)
Banks and the Beauty of Cheap Deposits
Continued Stabilization in Existing Home Sales
Oil Price vs. Reserves
Gendercide
Leading Indicators Point to Economic Rebound
Initial Claims No Longer Falling
Record Treasury Demand
Commercial Real Estate: There Goes the (Entire) Bu...
Putting the Credit Crisis in Perspective
What Goes Down, Must Go Up
Good News... Housing Starts Down
Producer Prices Cliff Dive in July
German Confidence Jumps
Credit Continues to Ratchet Tighter
Household Debt to Net Worth Ratio Spiking
Empire Manufacturing Index Turns Positive
Money Market Funds Yielding Nada... In Other Words...
Japan's Odd Q2 Positive GDP Print
EconomPics of the Week 8/14/09
Capacity Utilization Jumps from 17.4% Increase in ...
CPI Down Most Since 1950
Record Drop in CPI in Eurozone
Buyer Beware
Predicting CPI...
Net Worth = Net Negative over Past Ten Years
July Retail Sales Way Below Estimates
Trade Stabilizing
Eurozone GDP Upside Surprise
Spending Soars, Receipts Cliff Dive, Treasury Budg...
"Average" Real Income of the Population
Output per Hour Up, but Hours Slashed
Q2 GDP Downside Revisions Coming?
$4 Trillion Down... Up to $9 Trillion to Go
Deflation Hits Germany
Least Hours on Record Since... Well... Ever
Consumer Credit Down Sharply
Global Demand Freefall Waning... Japanese Export E...
Japanese Machinery Orders Up... Still No Private D...
EconomPics of the Week (8/7/09)
Less Unemployed, but More Unemployed Longer
Unemployment Rate Drop = Decline in Labor Force
Unemployment Down to 9.4%
UK Producers Price Index Surprises to Upside
Hedge Funds are "en Fuego"
July Same Store Sales
Consumption Stabilizing... Now What
AIG Soars... Still Down 96% Year over Year
Aussie Employment "Surprise" to Upside
Sovereign Wealth Fund Breakdown
Services Declining at Slightly Faster Rate
What's Another 370K Jobs Anyhow?
Corporate Bonds Rockin'
Real GDP per Capita Redux
Income Down, Savings Up = Consumption Down = Stall...
Decline in Energy Drives Euro PPI to Largest Drop ...
Ford Ends 18 Month Skid
"Japanese Wages in Record Plunge"
Economics of Steroids
Manufacturing Contracts for 18th Straight Month......
Five Years of Real GDP per Capita Lost
"China is Leading the Way"
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What Jake's Reading...
*Bronte Capital*
Diversions: Greetings to the New Brunette
Calculated Risk
May Contest Winners and Look Ahead
China Financial Markets
Europe’s depressing prospects
Credit Writedowns
[Premium] Daily commentary: closing in on the next euro zone crisis solution
Economic Disconnect
The 10 Most Bad Ass Cars Real or Imagined
felixsalmon.com:
Counterparties: The BRICs miracle may be ending
Fixed Income « Abnormal Returns
Thursday links: screen-free time
Kid Dynamite's World
The Three Griffskateers – A Dog’s Life
Naked Capitalism
Michael Crimmins: Jamie Dimon’s Illegal “Cookie Jar”
Optimal Momentum
New version of my paper is now available...
Paul Kedrosky's *Infectious Greed*
Twitter Digest: 2012-05-31
Paul Krugman
Battle of Britain, Austerity Edition
The Big Picture
Q2 Earnings Preview … Still Not Good
The Reformed Broker
THE LEAST IMPORTANT JOBS REPORT OF ALL TIME
VIX and More
A Conversation with Tadas Viskanta of Abnormal Returns
World Beta - Engineering Targeted Returns and Risk
Secular Lows
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