Asset Classes
"Pub Power" Signals a Buy for Equities
Housing Starts Relatively Flat
Economic Data
Government Intervention
The Greatest Story Never Told
Consumers and Businesses Rebuilding Balance Sheets
The Auto Rebound... Now What?
Outlook
Capacity Utilization vs. Unemployment
New Orders Up Relative to Hiring = Economic Rebound
Expect a Slow Motion Recovery
Domestic
Philly Manufacturing Strong
Retail Sales in Perspective
Production and Capacity Utilization Up
Consumer Prices (August)
Empire Manufacturing Breakdown
Retail Numbers Strong.... That is if You Ignore the YoY Change
Global
UK Inflation Stickier than Expected
Japanese vs. European Production
And again... your video of the week (Time to Pretend by MGMT):
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