April 29 (Bloomberg) -- David Stockman, former Budget Director under President Reagan, and Josh Barro, Bloomberg View Columnist, discuss and debate U.S. monetary and fiscal policy. They speak on Bloomberg Television's "Bloomberg Surveillance." (Source: Bloomberg) [expand title="Click here to see the video."] [/expand] … [Read more...]
VIDEO: Chanos: China Bubble Growing Bigger
The rampant growth of credit in China appears to be forming a bubble, Jim Chanos of Kynikos Associates told CNBC. Chanos, who has been bearish on China, said that its economy has been deteriorating. "I actually think it's gotten worse." He said that credit was to blame.-RealClearMarkets.com [expand title="Click here to see the video."] [/expand] … [Read more...]
What We’re Reading 4-26-13
Drop in Borrowing Squeezes Banks, Fitzpatrick and Raice, Wall Street Journal Max Baucus' Retirement May Open Door To Tax Reform, But Not In Way He Thinks, Howard Gleckman, Forbes The FAA Strikes Again, the FAA Brags, Review & Outlook, Wall Street Journal Yellen’s Focus on Unemployment Adopted by Fed, Torres and Zumbrun, Bloomberg Thank You for Smoking, Donald J. Bourdreux, Wall Street Journal An Ethanol Spring, Review & Outlook, Wall Street Journal [/expand] … [Read more...]
Econ Data Disappoint but the Market Heads Higher: What to do?
Since March retail sales were released on the 12th, things have looked pretty ugly in the markets. The -0.4% drop in retail sales was broad based, with most of the components down. The realization you should take away from this is not that markets have suddenly begun showing weakness, but that instead markets are now showing how weak they would have been in absence of the artificial boost created by the stimulatory payroll tax holiday. [expand title="Click here to read more."] After retail sales disappointed, a number of other economic indicators underperformed expectations. The Empire … [Read more...]
VIDEO: Fed’s Lacker Would End QE Now
CNBC: Richmond Fed President Jeffrey Lacker told CNBC Thursday that "if you made me dictator" the Federal Reserve would stop its massive bond-buying program. [expand title="Click here to read more."] [/expand] … [Read more...]
Economic Battle: Dr. Copper vs. Dr. Bernanke
With the stock market just now correcting off all-time highs, a casual market observer may think that times are quite good. Prices are going up, right? Investors are getting wealthier, right? [expand title="Click here to read more."] That’s what you might think if you viewed markets narrowly, without taking into account that commodities prices are plummeting. Take for instance the price of copper. We often call it “Doctor Copper,” because the red metal “has a PhD in economics.” When prices for copper fall, an economic downturn is usually close behind, making it a great … [Read more...]
Homebuilder Confidence Sagging
For the third month in a row homebuilders indicated to the NAHB/Well Fargo Housing Market Index survey that they were losing confidence in the housing market. As you can see on the chart below, after peaking in December and January at 47—still a recessionary number—homebuilder confidence as measured by the index has fallen in February, March and April. [expand title="Click here to read more."] While homebuilders are seeing demand for their homes, banks are—perhaps rightly so—worried about lending into the housing market today. NAHB Chairman Rick Judson said “Many builders are … [Read more...]
What We’re Reading 4-12-13
A rundown of what we've been reading over the last week. Spanish Home Prices Plunge Most On Record, Tyler Durden, Zero Hedge Manhattan Apartment Rents Near Peak as Gains Accelerate, Oshrat Carmiel, Bloomberg Helmut Kohl: I acted like a dictator to bring in the euro, Jeevan Vasagar, The Telegraph Trust in Gold Not Bernanke as U.S. States Promote Bullion, Amanda J. Crawford, Bloomberg Housing Prices Are on a Tear, Thanks to the Fed, Nick Timiraos, The Wall Street Journal Beware the Monthly Jobs-Report Chatter, Edward P. Lazear, The Wall Street Journal[/expand] … [Read more...]
VIDEO: Sam Zell: Stock Market Feels Like Housing in 2006
[expand title="Click here to read more."] [/expand] … [Read more...]
Stocks Hit New Highs: Bear Market on the Way?
Today stocks hit new all-time highs on the S&P 500. Happy days, right? Not so fast. Here’s what’s scary about the stock market’s recent climb to new highs and how it could all fall apart. [expand title="Click here to read more."] Take a look at the chart below. On it you’ll see the monthly growth rates for stock prices (the S&P 500 index) and margin debt (on the NYSE). Normally the two track one another pretty closely. But look what happened just before the last two recessions. Margin debt growth spiked, while price growth for stocks decelerated. Today we’re seeing a … [Read more...]
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