McCulley on MEW

With all the recent holiday running around, I somehow missed this: PIMco’s Paul McCulley joins team MEW:

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click for larger graphic

Mew

Recall we referenced previously the nice analysis of this  by Calculated Risk last year.

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Source:
MEW Drag
Paul McCulley, Fed Focus
PIMco | December 2005
http://www.pimco.com/LeftNav/Late+Breaking+Commentary/FF/2005/FF+December+2005.htm

Category: Economy, Real Estate

WSJ: 2005 Markets Scorecard

Its not just the NYT that has a great graphics department — the WSJ has put out their fair share of terrific charts (as this blog has long since demonstrated).

Here’s the WSJ Market Scorecard for 2005:   

"U.S. stocks took a backseat in 2005. Big gains in oil and gold drove commodities prices to a second-straight banner year, while the Fed’s faithful campaign to raise interest rates made bond yields the talk of Wall Street. Here is a scorecard for major financial-market indicators:"

The graphs are actually too wide for my layout, so they require a 2nd click . . .

Read More

Category: Markets

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Category: Markets

Fed Minutes

Category: Federal Reserve, Fixed Income/Interest Rates, Inflation

2005: A Bumpy Year

Category: Economy, Financial Press, Markets

Margin Debt Hits 5-Year High

Category: Investing, Markets, Psychology

A World of (mostly) Flattening Yield Curves

Category: Economy, Federal Reserve, Fixed Income/Interest Rates, Inflation

Wal-Mart’s Worst Xmas in Five Years

Category: Retail

P/E Expansion and Contraction

Category: Investing, Markets, Psychology

How Bullish is the Investing Public?

Category: Psychology