The WSJ details: Treasury and gold investors were rocked out of their recent torpor on Wednesday as a series of large trades in the futures...

CNN Money details: Economic growth was stronger than originally thought at the end of 2011 as consumers increased their spending and busine...

Source: S&P

Bloomberg details: Orders for U.S. durable goods fell in January by the most in three years, led by a slowdown in demand for commercial air...

A few weeks back I outlined the Ugly Bond Math that an aggregate bond index with a 2% yield to maturity means for investors: It means that ...

Source: Yahoo Finance

Below is an update of a relative strength chart I presented last August , a point which turned out to be right near the bottom of the summer...

The Mercury News details: Rising gasoline prices, trumpeted in foot-tall numbers on street corners across the country, are causing concern ...

The reason "may" is in the title is because by my calculations, leading economic indicators grew by 0.55% in aggregate, not the 0....

Source: BLS

Ahead of tomorrow's leading economic indicator release, let's take a look at economic indicators for the G-7 countries over the last...

The FT details : China was a large seller of US Treasuries in December but sought higher-yielding mortgage securities amid expectations of m...

I've come across a number of forecasts for US Bond returns in the 4.5% - 6% range for the next 5 or so years. Unfortunately, that is ver...

The Sun Times details: Americans rebounded from a weak holiday season and stepped up spending on retail goods in January. The latest govern...

A quiet few weeks (unfortunately, get used to it) as I started a new gig in San Francisco ( it only took two years to get here! ) and I have...

There seems to be lots of confusion surrounding Bill Gross' latest Investment Outlook, Life and Death Proposition . First, some backgro...

This is based on my post Equity Valuation Based on GDP Growth with a slight twist. As I've outlined previously, over the long run equit...

Bloomberg details: Consumer borrowing in the U.S. rose more than forecast in December, driven by demand for auto and student loans. Credit ...

As I detailed yesterday , over the past few years: the population grew at a much faster rate than previously expected The result is that whi...

Good News The LA Times details the good news coming out of this morning's jobs report: The unemployment rate fell for the fifth straigh...

Bloomberg details and defines unit labor costs: Unit labor costs in nonfarm businesses increased 1.2 percent in the fourth quarter of 2011,...

Bloomberg outlines the latest employment news coming from ADP ahead of this Friday's official details: Companies added 170,000 workers ...

ISM Outlines: WHAT RESPONDENTS ARE SAYING ... "Still seeing raw materials pricing moving down in general, but expect inflation later i...

The Dow and S&P 500 posted their best January returns since 1997, while Emerging Market equities had their best start since 2001 (expe...

Reuters details U.S. consumer spending was flat in December as households put the largest rise in income in nine months into their savings,...

Your EconomPic links for the past two weeks... Economic Data GDP Print Okay, Composition Disappointing Durable Goods Grip It and Rip It in D...

Peter Boockvar (via The Big Picture ) details this quarter's GDP print (slightly edited / reformatted): After three quarters (in a row) ...

Reuters details: New orders for U.S. manufactured goods rose in December and a gauge of future business investment rebounded, showing the U...

Bloomberg details: The Conference Board’s gauge of the outlook for the next three to six months increased 0.4 percent after climbing 0.2 pe...

Bloomberg details the latest from the Fed: Chairman Ben S. Bernanke said the Federal Reserve is considering additional asset purchases to ...

Marketwatch details: Industrial orders in the 17-nation euro zone fell 1.3% in November after a 1.5% rise in October, the European Union st...

Before jumping on the Apple bandwagon, I'll turn it over to Tadas of Abnormal Returns fame who summarized Apple's blow out earnings...

Bloomberg details: Sales of previously owned U.S. homes rose for a third month in December to the highest level since January 2011, a sign ...

CNN Money details: Inflation overall held steady last month, as declining gas prices balanced out higher prices for other items. The govern...

Fox Business details: New applications for unemployment benefits dropped to a near four-year low last week, a government report on Thursday...

Source: BLS / Federal Reserve

I feel like a broken record, but once again the mainstream media and fear-mongering finance blogs get the Chinese Treasury holdings data wro...