In Big Picture - Posted 5 days ago

Words from the (investment) wise for the week that was (July 28 August 3, 2008)As oil prices seesawed through the past week, fresh uncertainty abo...

Tags: beige book beijing bonds budget central bank china chinese commodities commodity crude data deficit deflation economic data economics

In SeekingAlpha Gold Stocks - Posted 1 week ago

The Gold Oil Ratio [GOR] had been in a bottoming stance since May (see Gold-Oil Ratio: Bottoming) and that bottoming stance - ...

Tags: deflation gold inflation markets

In Grasping Reality with Both Hands: Brad DeLong's Se - Posted 1 week ago

Paul McCulley of PIMCO: PIMCO - Global Central Bank Focus - July 2008 The Paradox of Deleveraging : [M]acroeconomics is not just the summation of mi...

Tags: central bank deficit deflation economy fed federal reserve housing taxes the fed treasuries

In Big Picture - Posted 3 weeks ago

According to Amity Shlaes, Phil Gramm is correct -- there is no recession so just stop whining: Consider what happened this week. While speaking with ...

Tags: amazon commodities data deflation economics futures gdp inflation

In SeekingAlpha Gold Stocks - Posted 4 weeks ago

The performance of equities in the copper producer universe have underperformed the underlying commodity during the past few weeks, says Raymond James...

Tags: analyst copper deflation inflation

In Mish's Global Economic Trend Analysis - Posted 5 weeks ago

The deflation train picks up steam as AirTran Asks Employees To Take Temporary Pay Cuts.On Wednesday, AirTran Holdings asked for temporary wage conc...

Tags: deflation yen

In Mish's Global Economic Trend Analysis - Posted 5 weeks ago

Yesterday I reported Deflationary Hurricanes to Hit U.S. and U.K. Confirmation that the U.K. is about to follow the U.S. in recession is at hand.Bloom...

Tags: deflation economy greenspan housing inflation interest rates

In Mish's Global Economic Trend Analysis - Posted 5 weeks ago

Congratulations (of sorts) go to the UK as British household debt is highest in history.British households are now more indebted than those of any oth...

Tags: arms bernanke bonds currency deflation economy fed fed funds federal reserve housing inflation interest rates oil peak oil real estate

In Mish's Global Economic Trend Analysis - Posted 6 weeks ago

Treasuries have been on a bit of a rally recently as the Lehman iShares 20+ year duration treasury fund (TLT) chart shows.click on chart for sharper i...

Tags: arms budget deflation fed housing inflation ishares money supply tax the fed treasuries us dollar

In Mish's Global Economic Trend Analysis - Posted 6 weeks ago

Bank of America (BAC) must be really cash strapped to pull this stunt: B of A Charges $10 Fee For $2 Parking Meter Tab.I recently used my bank of Amer...

Tags: deflation fed inflation interest rates real estate the fed

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