EconomPics of the Mid-Month

I will (likely) be taking a mini hiatus next week traveling. I will try to be a bit more involved on Twitter, which I had simply been using as another RSS feed. If interested, you can follow me at: http://twitter.com/#!/EconomPic

To the recap of this month's links...

Economic Data

Leading Indicators Outside of Fed's Control Weakens
Inflation (Not Yet) a Concern

Commodity Prices Flowing Through the Producer

Core European Growth Stalls
Capacity Utilization Passing "CACU" Levels

Private / Public Employment "Drawdown"
Unemployment Rate Drops as Labor Force Declines

Manufacturing Rebound Stalls in July

Consumer Credit Jumps in June

Asset Class Performance

QE2 Investment Performance

Ten Year Treasury Yield Breaks 2%

China Still Buying Treasuries, Demand Had Waned Elsewhere

Long See-Saws and Rubber Bands
Ten Year Yield Approaching Unprecedented Territory

VIX Spiking

Relative Strength

July Recap... Fixed Income and Real Assets Roll

Here We Go Again

Investing

How Reliable are Yields?

Gold Model Still Rockin'

Is The Earnings-Yield Divergence Unprecedented?

P/E Excluding Cash and Short-Term Investments

Other

US / China Tensions Heating Up
Things You Can't Make Up... S&P Math Error Edition

And the EconomPic song of the week; one of the best mashups I've heard in a while... Jay-Z + Toto = Girlfriend in Africa