It's been a long while since an EconomPic recap, so here goes... Asset Classes Equity Valuation Based on GDP Growth Rewind: On the Value...

I've recommended Steve Keen's piece The Roving Cavaliers of Credit before, but I highly recommend it for those that think inflation...

As ten year yields re-approach 2.7% levels, let us revisit (i.e. pat myself on the back for) a post from last September when yields were 2.7...

As Calculated Risk points out: Not only has growth slowed, but the recession was significantly worse than earlier estimates suggested. Real...

Bloomberg details: Real gross domestic product -- the output of goods and services produced by labor and property located in the United Sta...

The only ETF on the daily screen I run from time to time in positive territory ... Treasuries! Source: Yahoo Finance

The U.S. may or may not default on its debt (I am going with the not), may or may not be downgraded (I think it is likely within the next 12...

I've been researching and analyzing a number of rotation / momentum strategies of late (details potentially to follow), which is one rea...

Source: Conference Board

Similar to gold (see a past post On the Value of Gold ) silver has been on a tear due to low interest rates, fear of inflation, and a decli...

In the battle of technicals vs fundamentals, on this day fundamentals are winning. I just dipped my feet back in the water with some calls o...

Hours Worked per Person (Employment to Population Ratio x the Average Work Week of Private Workers), shows the sluggish rebound in "lab...

This data would indicate it is not... Source: BLS

The LA Times reports: Analysts had raised their job-growth forecasts for June to 100,000 or more in recent days, hopeful of a rebound after...

CNN details: Payroll processing company ADP said private jobs grew rapidly in June -- a figure that was much higher than expected and more ...

As we wait for the ADP employment figure this morning (not sure why its delayed), below is a chart summarizing the ISM Manufacturing and Ser...

An update (with a small addition) of a post from May 2010 Step 1) Take the S&P 500 Index (lots of data here ) and divide that level by ...

The WSJ Blog details: U.S. manufacturing activity was stronger than expected in June, with rising orders and easing price pressures, accor...

When I took a look at the difference in the amount of leisure between those employed / unemployed and educated / uneducated, I was reminded ...

Reuters details: The Commerce Department said May new home sales fell 2.1 percent to a seasonally adjusted annual rate of 319,000. Analyst...

In a recent post titled Suppressed Volatility , EconomPic posited: It is simply (in my view) that volatility across ALL sectors and asset cl...

Source: Federal Reserve

FT Alphaville has a post Crouching Vix, Hidden Volatility claiming that: Volatility is out there. You just have to look for it — and not by...

With everything going on in Europe, this release feels worthless, but here it is anyway. Source: Conference Board

I'm reminded of the quote "Cleanest dirty shirt". Bloomberg details: China, the largest foreign owner of U.S. government debt...

Marketwatch details: U.S. wholesale prices rose in May at the slowest pace in 10 months as the cost of food fell and the increase in energ...

Reuters details: Retail sales fell in May for the first time in 11 months as receipts at auto dealerships dropped sharply, but the decline ...

The WSJ details: The U.S. deficit in international trade of goods and services declined 6.7% to $43.68 billion from a downwardly revised $4...

This will be the last employment related chart for a while (I think) following recent posts This Time IS Different... Employment Edition an...

In response to my post This Time IS Different , reader DIY Investor asked to see the information EconomPic presented, but for the Great De...

Lots of economic data was released this week and it was pretty much consistently bad (or at least disappointing). On the investment front, t...

Not different from past financial crises, but certainly different from recessions over the previous 40 years. The first chart should look si...

Bloomberg details: The productivity of U.S. workers slowed in the first quarter and labor costs rose as companies boosted employment to me...

The WSJ details: The Japanese auto makers were hit hardest, but nearly all major auto makers reported declines from a year ago. GM's sa...

Growth in the economy appears to be slowing (not that the recovery was all that amazing to begin with). ISM Manufacturing ADP Payroll...

Let me quickly explain what the chart below shows... Since 1995 (the furthest back you can easily obtain real consumption by category), no...

The WSJ reports that decline in the Chicago PMI (Purchasing Managers' Index) was the largest one month drop since October 2008 (i.e. Le...

Below are posts since coming out of semi-retirement ( btw - digging the new schedule of posting a few times / week). Enjoy the long weekend ...

The april durable goods report disappointed (i.e missed estimates and down in absolute terms) yesterday. Per the WSJ : Durable goods orders...