Wednesday Linkage
These few stories caught my eye today: • Obama: Drill Baby Drill (NYT) • The Lone Star Secret: How Texas avoided the worst of the...
Change in US Employment Recession/Recovery
If you found the prior post on Employment too cheerful, well, have a gander at these charts, courtesy of The Federal Reserve Bank of...
JOC index reaches highest level since Sept ’08
To add more fodder to the inflation/deflation debate, the Journal of Commerce Industrial Commodity Index of 18 industrial materials is...
Payroll Withholding Taxes Surge in March
Matt Trivisonno shares with us some of the research he does at Daily Jobs Update regarding payroll withholding taxes. He notes that in...
Global bonds higher but Greece getting no respect
Greece still is getting no respect. While global bond markets are rallying in response to the weaker than expected ADP report and the...
Chicago PMI disappoints
The Mar Chicago PMI manufacturing index was 58.8, about 2 pts below estimates and down from 62.6 in Feb which was the highest since April...
Did US Housing Have a Boom/Bust Cycle?
The NY Fed has a curious research piece out, looking at areas of Upstate New York that were “insulated” from housing price...
Q2 Preview
Be sure to check out the excellent overview of the present situation from Damien Cleusix in the Think Tank: Global Tactical Asset...