A repost from New Years 2009 , tweaked (I'm feeling lazy) for the most recent year that was. As 2008 2010 comes to an end, it is hope...

Marketwatch details the spectacular report coming out of Chicago: A barometer of manufacturing conditions in the Chicago region jumped in D...

The chart below shows the long-term relationship between S&P earnings + dividends and nominal GDP growth. The dotted lines represent the...

I can't take credit for this (saw it in the background on CNBC), but thought the relationship was interesting (it goes back to at least ...

Biz Journals with the bearish view: One of the nation’s leading real estate indexes showed home prices are on the decline across the countr...

Let me walk through the below chart, which I think tells a very broad story of where we were, what happened during the crisis, and how we ar...

The chart below shows the national savings rate (net savings of individuals, corporations, and the government). What we see is that for the ...

Bespoke just released their recent roundtable predictions for 2011. Before jumping into everyone's projections and my guesses for the n...

Economic Data Inflation Capacity and Inflation Disinflation Remains Jobs Tax Cuts and the Impact (i.e. Cost) per Job Where's that Job Re...

Source: Conference Board

The chart below shows the year over year change in personal income across regions. In my opinion, the key is not to analyze which regions ha...

Marketwatch reports: Construction of new U.S. homes rose 3.9% to a seasonally adjusted annualized rate of 555,000 in November, the Commerce...

My view yesterday of inflation. My view? Unless we see a pickup in employment (we may), all the stimulus (fiscal and monetary) will just fe...

The WSJ details: So-called core inflation, which excludes energy and food prices and is closely watched by the Federal Reserve, inched ahead...

The chart below shows market forecasts for short-term rates (3 month LIBOR ) over the next three years based on EuroDollar futures contrac...

Are there signs of life in the economy? Absolutely! But was this the "monster surprise" to the upside bounce in retail consumption...

Sorry for the lack of posts... my life has been a whirlwind; kind of like the latest producer price index release (how's THAT for a tran...

Karl Denninger details why the jump in non-revolving consumer credit was not necessarily all it was made out to be (hat tip Jim Driscoll )...

Barron's details: Since the end of August, the i Shares Barclays 20+ Year Treasury Bond exchange-traded fund (TLT), which tracks the lo...

American Progress details: Our analysis of the framework tax agreement that President Barack Obama announced yesterday, including addition...

Bloomberg with some faulty analysis: Inventories at U.S. wholesalers rose more than twice as much as forecast in October as companies stock...

Bloomberg details: Consumer borrowing in the U.S. unexpectedly rose in October for a second straight month, led by an increase in non-revol...

Source: BLS

Investment Postcards via The Big Picture shows that the United States is in fact not trailing the rest of the world (at least in November)...

Bloomberg details: An extension of the U.S. Build America Bond program was left out of a compromise that President Barack Obama struck with...

Although the J-E-T-S are underdogs in Foxboro this evening (I see a 3.5 point line) and without Jim Leonard (the Jets secondary defensive p...

Bill Ackman (via Paul at Infectious Greed and pulled from a Beracha and Johnson white paper ) shows the following chart comparing the rat...

As everyone is familiar with, the productivity spike following the economic downturn was initially met with a HUGE drop in hours worked and ...

Two weeks of catching up to do... I'll start with the employment report from Friday and will likely just move forward from here (not eve...

Taking a breather... posts to resume in a few weeks. GDP Rocky Mountain High Japanese Economy Grows... Nominal GDP Back to 1993 Levels Econo...

Solid news out of Flip-Flip-Flipadelpia . Forex Pros details: Manufacturing activity in Philadelphia increased significantly more-than-expe...

Marketwatch details: A “mild pickup” may be in store for the U.S. economy this spring following a post-holiday lull, the Conference Board s...

Source: BEA

FT Alphaville reports: Over the last twelve months, core CPI climbed 0.6 per cent, or “the smallest 12-month increase in the history of the...

On September 21st, the FOMC signalled a new round of quantitative easing with the following: The Committee will continue to monitor the eco...

CNN Money details: New home construction fell to an 18-month low in October, the government said Wednesday. Housing starts, or the number o...

Marketwatch details: U.S. consumer inflation decelerated in October, the Labor Department said Wednesday. The consumer price index increase...

Marketwatch details: Business conditions in the New York area deteriorated in November, as the New York Fed's Empire State manufacturin...

Marketwatch details: U.S. retail sales rose for the fourth straight month, climbing 1.2% in October, as consumers flocked to auto showrooms...

Bloomberg reports: Japan’s economy grew more than forecast in the third quarter as consumer spending increased, shielding the expansion fro...

Crazy f'n week in no particular order... European Economic Rebound Slows Is it a Bubble if a Reversal is Already Priced int... Growth in...

Nasdaq details: The European Union grew by 0.4% over the 3rd quarter, declining from the 1.0% growth rate posted last quarter. The GDP figu...

Below is a chart of the 10 year Treasury yield and what the market is pricing in for the 10 year yield, ten years forward (along with the fi...

Still catching up on yesterdays... the below shows the latest Treasury budget in nominal and relative (to GDP) terms... improving in second ...