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Thursday, July 1, 2010
Diversification Worked in Q2
As long as that diversification included duration and/or shiny metal.
Source: Barclays Capital, S&P, BofA, MSCI, Dow
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EconomPics of the Week (7/30/10)
Great Recession was Worse than Thought
Q1 GDP Revised Up One Full Point
GDP Growth Slows... Spike in Business Investment
End of the World Trade Unwind
Earnings Season has Been Strong
Durable Goods Off
Consumers Getting Realistic
Home Prices Jumped in May... Test Comes Next Month
Got Yield?
Chicago Fed Details a Slowing Economy
Japanese Exports Halfway There
Europe's Pecking Order
The British are Coming... Back
Leading Indicators... More Fed Please
Existing Home Sales Under Pressure
Signs of Life in Europe
EconomPics of the (Traveling) Week
More on Contango
Producer Prices Moderating
Empire State Manufacturing Slumps
Industrial Production Blips Higher
Chinese Economic Growth Slows... to 11.1%
Retail Sales: Small Purchases Up. Large Purchases ...
On the Relationship Between Earnings and Yield
Budget Deficit: Going for Broke
Trade Imbalance Back
Small Businesses - Still Feeling the Pain
UK CPI in Check
EconomPics of the Week (7/9/10)
How is Spending Still Strong?
Bron Bron... a Go Go
Consumer Credit Freefall
Things That Make You Go Hmmm.....
Earnings Jump... Cause for Economic Concern?
The Aussie Miracle Continues
Where are those jobs at?
Hedge Funds Remain Under Pressure
ISM Services: Slow Growth
Equities for the LOOOOONNNNGGGG Run
The Employment Depression
EconomPics of the (Long) Week(end)
Employment Breakdown
Diversification Worked in Q2
The World is Ending... Time to Buy?
ISM Manufacturing Growth Slows
Construction Disappoints
Gold as a Percent of Equities / Fixed Income
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