The lack of posting (with the potential for some delayed posting) will continue through Wednesday as I am traveling (not work related for once).
Asset Classes
On the Relationship Between Earnings and Yield
More on Contango
Economic Data
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 Down
Budget Deficit: Going for Broke
Trade Imbalance Back
Small Businesses - Still Feeling the Pain
UK CPI in Check
Hope you are doing something fun.
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