The Big Picture

> Back on the Kudlow Report at 7:00 pm this evening to discuss the Fed, today’s big market drop, and maybe even some housing....

The professor of economics on America’s banking reforms, the risk of deflation in advanced economies and China’s growth

I love this paragraph from Bloomberg‘s Caroline Baum: “What we had was a government-prescribed course of amphetamines (to...

In the first Treasury auction in the new phase of the Fed debt monetization program, the 10 year yield at 2.73% was about in line with...

With 3 hours to go in the trading day, we have an interesting looking chart in the SPX: As noted earlier this morning in our LookOut...

This is pretty cool: > click for interactive graphic

Speaking of untidy accounting issues: The American Banker reports today that “Bank of America, in a new public filing, said it had...

~~~ Source: Bill Black’s ‘Alternative’ to the Rating Agencies: “Get Rid of Them” Aaron Task Yahoo Tech...

While it’s interesting to see how the Fed statement changes from one meeting to the next, it’s also instructive to see how it...

This week we look at some mostly bullish analysis from my friends at GaveKal for the Outside the Box. Much of the letter is devoted to...