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Highlights from December 2012 Federal Reserve Statement
“Although the unemployment rate has declined somewhat since summer, it remains elevated” “Growth in business fixed...
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Economists and Markets Optimistic ahead of US Fiscal Cliff
By Martin T. – Macronomics “Hope is definitely not the same thing as optimism. It is not the conviction that...
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Goldman Cuts 4th Quarter GDP Growth Forecast for U.S.
By Sober Look As discussed earlier (see post), US manufacturing data for November shows shrinking inventories. This is true...
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Trying to Make Sense of Diverging U.S. Manufacturing Indices
By Sober Look Staying with the theme of conflicting signals, today’s two US manufacturing reports are pointing to opposite...
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Business Confidence Volatility is Unhealthy for Economic Growth
By Sober Look The ISI Group combined four US regional Fed indices with Markit Manufacturing PMI to create a comprehensive...
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How Transient is the “Sandy Effect” on US Economic Data?
By Sober Look The great “Sandy debate” is on. US economic data is coming in weaker than expected and some argue...
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Stocks Further to Fall if Bond Yields Have Their Say
By Rom Badilla, CFA After the last week of stocks taking a beating, it is safe to say that risk is back off. The S&P...
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Tail Risks Lurk in The Shadows
By Sober Look November 9, 2012 Merrill conducts a periodic survey of US institutional money managers. One area the survey...
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Spain Surpasses 90′s Perfect Storm
By Martin T. – Macronomics November 1, 2012 “It is better to meet danger than to wait for it. He that is on a...
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Feeling Sandy
Marc Chandler – Marc to Market October 31, 2012 Early estimates for the economic costs of the storm that hit the east...

