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United States
Featured Content
North America Weekly
U.S. Employment Report Highlights and Medium-Term Unemployment Rate Trajectory; Canada: Bad Tidings for Early 2012
Feb 6, 2012
United States: Consumption
U.S. Consumption: January Auto Sales Robust; Services Spending Fell in December
United States: Real Estate
Policies to Revive the U.S. Housing Sector: Obama’s Plans and Likely Outcomes
Macroeconomy
Regulation and Banks
Banks Response to New Regulation
United States : North America : Finance and Banking : Macroeconomy : Banks : Current Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles :
United States: Production and Investment
U.S. Non-Manufacturing ISM Index Shows Stronger Growth in January
U.S. ISM Manufacturing Index Up in January, New Orders and Exports Improve
United States : North America : Macroeconomy : Sectors and Industries :
United States: Real Estate
Policies to Revive the U.S. Housing Sector: Obama’s Plans and Likely Outcomes
U.S. New Home Sales Show Slight Decline, Existing Home Sales Rise in December
United States : North America : Finance and Banking : Macroeconomy : Real Estate : Real Estate and Mortgage Finance : Residential :
United States: Consumption
U.S. Consumption: January Auto Sales Robust; Services Spending Fell in December
U.S. Consumer Sentiment Sends Mixed Signals in January
United States: Fiscal Policy
U.S. Credit Rating: Fitch Assigns a Negative Outlook, Maintains Rating
U.S. Fiscal Policy: Congressional Super Committee Fails to Agree on US$1.2 Trillion Deficit Reduction
United States : North America : Macroeconomy : Fiscal Policy :
United States: Labor Market
U.S. Payrolls Bounce by 243,000 in January; Unemployment Rate At 8.3%
U.S. Productivity Growth Slows in Q2
United States : Advanced Economies : North America : Macroeconomy : Labor Markets and Productivity :
United States: Price Dynamics (Inflation/Deflation)
U.S. Inflation: Headline CPI Remains Flat in December
U.S. Headline PPI Declines in December
United States : North America : Macroeconomy : Monetary Policy and Inflation :
United States: Monetary Policy
January FOMC Meeting: Low Rates Through 2014, Explicit Inflation Goal, QE3 on the Table
Major Central Banks Cut Dollar Swap Rates to Ease EZ Funding Stress
United States : Advanced Economies : North America : Finance and Banking : Macroeconomy : Monetary Policy and Inflation :
United States: External Sector
U.S. Trade Deficit Widens in November
U.S. TIC Data: Reserve Accumulation Leads to Foreign Treasury Purchases
United States : North America : Macroeconomy : Capital Flows, FDIs, Capital Controls : Current Account : International Trade and Globalization : Trade and External Balance :
United States: Economic Profile
U.S. GDP Growth Up in Q4 2011, But Final Sales Slow Sharply
U.S. ISM Manufacturing Index Up in January, New Orders and Exports Improve
United States : Advanced Economies : North America : Geostrategy : Macroeconomy : Growth Outlook and Business Cycle :
The G20's Role in Economic Policy Making
The G20: A Small Step Toward Coordination of Imbalances?
Are Targets the Way to Go to Reduce Current Account Imbalances?
Australia : Canada : China : Gulf Cooperation Council : India : Indonesia : Japan : Northeast Asia : Pacific : Russia : Russia, CIS and the Caucasus : Saudi Arabia : South Africa : South Asia : South Korea : Southeast Asia : Turkey : United Kingdom : United States : Advanced Economies : Asia/Pacific : Emerging Markets : Europe : Middle East and Africa : North America : Geostrategy : Macroeconomy : IMF and International Economic Institutions : International Organizations : Trade and External Balance :
Central Bank Reserves Diversification
Reserves Shifting Away From the Dollar?
Are Central Banks Rethinking the Euro's Role as a Reserve Currency?
United States : Advanced Economies : Asia/Pacific : Emerging Markets : Europe : Middle East and Africa : North America : Macroeconomy : Markets : Currencies : FX Reserves and Sovereign Wealth : Trade and External Balance :
United States: Entitlement Reform
U.S. Healthcare Reform and Repeal: Legislation a Work in Progress
Can U.S. Health-Care Reform Be Financed Without Raising the Fiscal Burden?
United States : North America : Geostrategy : Macroeconomy : Demographics : Fiscal Policy :
Systemic Effects of Exit Strategies
Bank of England Expected to Announce More QE on February 9
Jackson Hole: Hints About the Future of Monetary Policy
Eurozone : United Kingdom : United States : Advanced Economies : Europe : North America : Finance and Banking : Macroeconomy : Current Financial Crisis : Financial Regulation : Systemic Risk, Vulnerabilities and Asset Bubbles :
United States: Future Federal Reserve Policy Regimes
Will the Fed Switch to a New Benchmark Interest Rate?
Volcker Rule: Securitisation Experts Warn of Threat to Liquidity
United States : North America : Macroeconomy : Monetary Policy and Inflation :
United States: Influence and the Global Economic Crisis
Timeline: Meltdown (2007-Present)
Timeline: Capitalism in Theory and Practice (1776-Present)
United States : Advanced Economies : North America : Geostrategy : Macroeconomy : Current Financial Crisis : Foreign Policy and Geostrategic Risks : Growth Outlook and Business Cycle : Systemic Risk, Vulnerabilities and Asset Bubbles :
Markets
United States: Oil Production and Supply
U.S. Energy Policy: Keystone Project Kicked Down the Road
What is the Future of Alaskan Oil Supply?
United States : North America : Geostrategy : Markets : Climate Change and Natural Resources : Commodities : Energy : Energy Security and Policy : Foreign and Domestic Political Risk : Oil : Oil and Energy :
Central Bank Reserves Diversification
Reserves Shifting Away From the Dollar?
Are Central Banks Rethinking the Euro's Role as a Reserve Currency?
United States : Advanced Economies : Asia/Pacific : Emerging Markets : Europe : Middle East and Africa : North America : Macroeconomy : Markets : Currencies : FX Reserves and Sovereign Wealth : Trade and External Balance :
Credit Default Swaps (CDS)
Credit Default Swaps and Clearinghouses: New Papers From Banque de France's Financial Stability Review
OTC Derivatives Regulation: EU Countries Reach Agreement on Derivatives
United States : Europe : North America : Finance and Banking : Markets : Derivatives : Securitization and Structured Finance :
United States: Climate Change Policy
EPA Rulings on CO2: Is Regulation the Right Answer?
U.S. Climate Change Legislation Held Back by Hostile Congress
United States : North America : Geostrategy : Markets : Climate Change and Clean Energy : Climate Change and Natural Resources : Commodities : Energy : Energy Security and Policy : Oil and Energy :
United States: Corporate Bonds
Investment-Grade Bonds: How Sustainable Is the Rally?
Risk Aversion Hits the Corporate Bond Market
United States : Advanced Economies : North America : Finance and Banking : Markets : Corporate Bonds and Leveraged Loans : Credit : Money Markets :
Global Monetary System
Could the SDR Play a Larger Role in the International Monetary System?
Is There a Role for Gold in the International Monetary System?
United States : North America : Finance and Banking : Markets : Currencies : FX Reserves and Sovereign Wealth : Government Bonds : Government Bonds/Interest Rates : Monetary Policy and Inflation :
Biofuel
U.S. Ethanol Exports Soaring
Greening Transport: Electric, Gas or Ethanol?
China : Northeast Asia : United States : Asia/Pacific : North America : Geostrategy : Markets : Climate Change and Clean Energy : Climate Change and Natural Resources : Commodities : Energy : Energy Security and Policy : Oil and Energy :
United States: Equities
U.S. Equities Rally as 2011 Outlook Improves
S&P 500 Q4 2010 Earnings: Another Strong Season?
United States : North America : Markets : Equity :
Repurchase Agreements
Fed's New Tools: Interest on Reserves, Reverse Repos and Term Deposits
United States : Advanced Economies : North America : Finance and Banking : Markets : Capital Market Intermediaries : Money Markets : Securitization and Structured Finance :
United States: U.S. Dollar Long-Term
Russia's FX Reserves: Diversifying from the Dollar?
Is the Reduced U.S. Home Bias a Cause or Consequence of USD Weakness?
United States : North America : Markets : Currencies :
Leveraged Loans and Collateralized Loan Obligations (CLO)
United States : Advanced Economies : North America : Finance and Banking : Markets : Corporate Bonds and Leveraged Loans : Credit :
High-Yield Bonds and Distressed Debt
High-Yield Bonds Back at Par: Where to Go from Here?
United States : Advanced Economies : North America : Finance and Banking : Markets : Corporate Bonds and Leveraged Loans : Credit : Nonbank Intermediaries :
Global Military Spending
Global Military Spending Still on the Rise?
China : Gulf Cooperation Council : Northeast Asia : Russia : Russia, CIS and the Caucasus : United States : Advanced Economies : Asia/Pacific : Emerging Markets : Europe : Middle East and Africa : North America : Geostrategy : Markets : Defense Policy and Terrorism : Foreign and Domestic Political Risk : Sectors and Industries :
Dark Liquidity Pools
The 'Flash Crash' of May 6: SEC Releases Final Report
'Flash Orders' and 'Naked Access' :Rules Open to Interpretation
United States : Advanced Economies : Europe : North America : Finance and Banking : Markets : Equity : Nonbank Intermediaries :
United States: U.S. Dollar Short-Term
What Is the Short-Term Outlook for the U.S. Dollar?
How Will U.S. Protectionism Affect the U.S. Dollar?
United States : North America : Markets : Currencies :
Credit Defaults Swaps on Asset-Backed Securities (ABCDS)
United States : North America : Finance and Banking : Markets : Derivatives : Securitization and Structured Finance :
Monoline Insurance
United States : North America : Finance and Banking : Markets : Capital Market Intermediaries : Government Bonds/Interest Rates : Muni Bonds and Auction Rate Securities :
Commercial Paper
United States : North America : Finance and Banking : Markets : Corporate Bonds and Leveraged Loans : Credit : Money Markets :
Auction-Rate Securities
United States : North America : Finance and Banking : Markets : Capital Market Intermediaries : Government Bonds/Interest Rates : Muni Bonds and Auction Rate Securities :
Cash Bond - CBS Basis Comparison
United States : North America : Finance and Banking : Markets : Corporate Bonds and Leveraged Loans : Credit :
Finance & Banking
Regulation and Banks
Banks Response to New Regulation
United States : North America : Finance and Banking : Macroeconomy : Banks : Current Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles :
United States:Banking Sector Performance
US Banks Q4 Earnings Outlook:Investment Banking Reflects Volatile Markets,Mortgage Debt Continues to Trouble
U.S. Banks Q3 Earnings Outlook: Provisions Still Lagging Loan Losses, Trading Revenues Set to Slow Eventually
United States : North America : Finance and Banking : Banks :
Banks and Litigations Risks
Litigations and Banks: US, Banks Close to Deal on Robo-Signing
Citigroup to Pay $285 Miilion to Settle SEC Claims on CDO
United States : North America : Finance and Banking : Banks : Financial Regulation :
Bank Downgrades
S&P Downgrades Three French Banks
United States : Advanced Economies : Europe : North America : Finance and Banking : Banks :
Securitisation
U.S. Foreclosure Mess: Banks Restart Proceedings Amid Investigations
Massachussetts Sues Banks Over Foreclosure Mess
United States : North America : Finance and Banking : Banks : Capital Market Intermediaries : Securitization and Structured Finance :
United States: Real Estate
Policies to Revive the U.S. Housing Sector: Obama’s Plans and Likely Outcomes
U.S. New Home Sales Show Slight Decline, Existing Home Sales Rise in December
United States : North America : Finance and Banking : Macroeconomy : Real Estate : Real Estate and Mortgage Finance : Residential :
United States: Monetary Policy
January FOMC Meeting: Low Rates Through 2014, Explicit Inflation Goal, QE3 on the Table
Major Central Banks Cut Dollar Swap Rates to Ease EZ Funding Stress
United States : Advanced Economies : North America : Finance and Banking : Macroeconomy : Monetary Policy and Inflation :
Post-Crisis Regulatory Reforms in the United States
Volcker Rule: Securitisation Experts Warn of Threat to Liquidity
Too Big to Fail:Fed Increases Tools to Prevent Another Financial Turmoil
United States : North America : Finance and Banking : Current Financial Crisis : Financial Regulation : Systemic Risk, Vulnerabilities and Asset Bubbles :
Mortgage Loans and Securitization Process: Legal Issues
Massachussetts Sues Banks Over Foreclosure Mess
How Much Will the U.S. Foreclosure Mess Cost?
United States : Advanced Economies : North America : Finance and Banking : Real Estate and Mortgage Finance : Securitization and Structured Finance :
Delinquencies and Foreclosures in the Residential Mortgage Market
United States : Advanced Economies : North America : Finance and Banking : Real Estate and Mortgage Finance :
Credit Rating Agencies
Credit Rating Agencies:Banks Warn About Move to Remove Ratings
Eurozone : United States : Europe : North America : Finance and Banking : Banks : Capital Market Intermediaries : Financial Regulation :
Resolution of Troubled Financial Institutions
Contingent Convertibles (CoCos): Deutsche Bank Warns of Uncertain Investor Interest
Too Big to Fail:Fed Increases Tools to Prevent Another Financial Turmoil
United States : Advanced Economies : Europe : North America : Finance and Banking : Banks : Financial Regulation : Nonbank Intermediaries :
Credit Default Swaps (CDS)
Credit Default Swaps and Clearinghouses: New Papers From Banque de France's Financial Stability Review
OTC Derivatives Regulation: EU Countries Reach Agreement on Derivatives
United States : Europe : North America : Finance and Banking : Markets : Derivatives : Securitization and Structured Finance :
OTC Derivatives Regulation
OTC Derivatives Regulation: EU Countries Reach Agreement on Derivatives
Central OTC Derivatives Counterparties: New Guidelines for Clearing and Reporting
United States : North America : Finance and Banking : Financial Regulation : Securitization and Structured Finance :
Loan Modifications
Are Servicers Standing in the Way of Mortgage Loan Modifications?
United States : North America : Finance and Banking : Real Estate and Mortgage Finance :
United States: Corporate Bonds
Investment-Grade Bonds: How Sustainable Is the Rally?
Risk Aversion Hits the Corporate Bond Market
United States : Advanced Economies : North America : Finance and Banking : Markets : Corporate Bonds and Leveraged Loans : Credit : Money Markets :
Global Monetary System
Could the SDR Play a Larger Role in the International Monetary System?
Is There a Role for Gold in the International Monetary System?
United States : North America : Finance and Banking : Markets : Currencies : FX Reserves and Sovereign Wealth : Government Bonds : Government Bonds/Interest Rates : Monetary Policy and Inflation :
Hedge Fund and Private Equity Regulation
Hedge Fund Regulation: SEC Eases Regulation for Private Funds
Hedge Fund and Private Equity in Europe: EU Directive Set to Become Law
United States : Advanced Economies : Europe : North America : Finance and Banking : Financial Regulation : Nonbank Intermediaries :
Repurchase Agreements
Fed's New Tools: Interest on Reserves, Reverse Repos and Term Deposits
United States : Advanced Economies : North America : Finance and Banking : Markets : Capital Market Intermediaries : Money Markets : Securitization and Structured Finance :
Public-Private Investment Program (PPIP) and TALF
United States : North America : Finance and Banking : Asset Management and Portfolio Choice :
Government Sponsored Enterprises
Proposal For New Agency to Replace Fannie-Freddie
Federal Housing Finance Agency Sues 17 U.S. Banks
United States : North America : Finance and Banking : Real Estate and Mortgage Finance :
Systemic Effects of Exit Strategies
Bank of England Expected to Announce More QE on February 9
Jackson Hole: Hints About the Future of Monetary Policy
Eurozone : United Kingdom : United States : Advanced Economies : Europe : North America : Finance and Banking : Macroeconomy : Current Financial Crisis : Financial Regulation : Systemic Risk, Vulnerabilities and Asset Bubbles :
Leveraged Loans and Collateralized Loan Obligations (CLO)
United States : Advanced Economies : North America : Finance and Banking : Markets : Corporate Bonds and Leveraged Loans : Credit :
High-Yield Bonds and Distressed Debt
High-Yield Bonds Back at Par: Where to Go from Here?
United States : Advanced Economies : North America : Finance and Banking : Markets : Corporate Bonds and Leveraged Loans : Credit : Nonbank Intermediaries :
Hedge Fund Performance
Are Quant Funds Being Short-Squeezed?
United States : North America : Finance and Banking : Nonbank Intermediaries :
United States: Commercial Real Estate Loans and Mortgage-Backed Securities (CMBS)
Commercial Real Estate Loss Estimates
Commercial Mortgage-Backed Securities (CMBS): Fundamentals
United States : Advanced Economies : North America : Finance and Banking : Commercial : Real Estate : Real Estate and Mortgage Finance :
United States: Banking Sector Performance
Credit Card Fee Reform: What is the Impact on Consumers, Banks and Investors?
U.S. Banks Q3 Earnings Outlook: Provisions Still Lagging Loan Losses, Trading Revenues Set to Slow Eventually
Dark Liquidity Pools
The 'Flash Crash' of May 6: SEC Releases Final Report
'Flash Orders' and 'Naked Access' :Rules Open to Interpretation
United States : Advanced Economies : Europe : North America : Finance and Banking : Markets : Equity : Nonbank Intermediaries :
Hedge Funds and Private Equity as Leveraged Investors
The Role of Hedge Funds: Sell-Off Drivers or Liquidity Providers?
United States : North America : Finance and Banking : Nonbank Intermediaries :
Credit Defaults Swaps on Asset-Backed Securities (ABCDS)
United States : North America : Finance and Banking : Markets : Derivatives : Securitization and Structured Finance :
Counterparty Risk Management and Central Clearinghouse
United States : North America : Finance and Banking : Securitization and Structured Finance :
Monoline Insurance
United States : North America : Finance and Banking : Markets : Capital Market Intermediaries : Government Bonds/Interest Rates : Muni Bonds and Auction Rate Securities :
Commercial Paper
United States : North America : Finance and Banking : Markets : Corporate Bonds and Leveraged Loans : Credit : Money Markets :
Auction-Rate Securities
United States : North America : Finance and Banking : Markets : Capital Market Intermediaries : Government Bonds/Interest Rates : Muni Bonds and Auction Rate Securities :
Special Purpose Vehicles (SPV)
United States : North America : Finance and Banking : Securitization and Structured Finance :
CDS Trading Strategies
United States : North America : Finance and Banking : Securitization and Structured Finance :
SIVs, Conduits and Asset-Backed Commercial Paper (ABCP)
United States : North America : Finance and Banking : Real Estate and Mortgage Finance : Securitization and Structured Finance :
Cash Bond - CBS Basis Comparison
United States : North America : Finance and Banking : Markets : Corporate Bonds and Leveraged Loans : Credit :
Negative Equity and Lessons from Past Crises
Will an HOLC-Type Entity be More Effective than RTC/RFC in Alleviating the Mortgage Crisis This Time?
United States : North America : Finance and Banking : Real Estate :
Private Investment in Public Equity (PIPE)
United States : North America : Finance and Banking : Nonbank Intermediaries :
Private Mortgage Insurers
United States : North America : Finance and Banking : Real Estate and Mortgage Finance :
Convexity
Mortgage Convexity Risk: Are Technical Factors Driving Long-Term Treasury Yields Higher?
United States : North America : Finance and Banking : Real Estate and Mortgage Finance :
Geostrategy
United States: Economic Profile
U.S. GDP Growth Up in Q4 2011, But Final Sales Slow Sharply
U.S. ISM Manufacturing Index Up in January, New Orders and Exports Improve
United States : Advanced Economies : North America : Geostrategy : Macroeconomy : Growth Outlook and Business Cycle :
Russia and the U.S.
U.S.-Russia Ties: A New START
U.S. Scales Down Missile Shield in Eastern Europe
Baltics : Commonwealth of Independent States : Emerging Europe and CIS : Eurozone : Russia : Russia, CIS and the Caucasus : United States : Europe : North America : Geostrategy : Defense Policy and Terrorism : Foreign Policy and Geostrategic Risks : Nuclear Proliferation :
United States: Oil Production and Supply
U.S. Energy Policy: Keystone Project Kicked Down the Road
What is the Future of Alaskan Oil Supply?
United States : North America : Geostrategy : Markets : Climate Change and Natural Resources : Commodities : Energy : Energy Security and Policy : Foreign and Domestic Political Risk : Oil : Oil and Energy :
The G20's Role in Economic Policy Making
The G20: A Small Step Toward Coordination of Imbalances?
Are Targets the Way to Go to Reduce Current Account Imbalances?
Australia : Canada : China : Gulf Cooperation Council : India : Indonesia : Japan : Northeast Asia : Pacific : Russia : Russia, CIS and the Caucasus : Saudi Arabia : South Africa : South Asia : South Korea : Southeast Asia : Turkey : United Kingdom : United States : Advanced Economies : Asia/Pacific : Emerging Markets : Europe : Middle East and Africa : North America : Geostrategy : Macroeconomy : IMF and International Economic Institutions : International Organizations : Trade and External Balance :
United States: Domestic Politics
GOP Exploratory Committees Kick-off 2012 U.S. Presidential Race
U.S. Energy Policy: Keystone Project Kicked Down the Road
United States : North America : Geostrategy : Foreign and Domestic Political Risk :
United States: Climate Change Policy
EPA Rulings on CO2: Is Regulation the Right Answer?
U.S. Climate Change Legislation Held Back by Hostile Congress
United States : North America : Geostrategy : Markets : Climate Change and Clean Energy : Climate Change and Natural Resources : Commodities : Energy : Energy Security and Policy : Oil and Energy :
Nuclear Weapons Proliferation
Pakistan's Growing Nuclear Arsenal—A Growing Risk for the U.S.
Is Nuclear Energy the Key to Middle East Power Needs?
Egypt : United States : Middle East and Africa : North America : Geostrategy : Defense Policy and Terrorism : Nuclear Proliferation :
United States: Entitlement Reform
U.S. Healthcare Reform and Repeal: Legislation a Work in Progress
Can U.S. Health-Care Reform Be Financed Without Raising the Fiscal Burden?
United States : North America : Geostrategy : Macroeconomy : Demographics : Fiscal Policy :
Biofuel
U.S. Ethanol Exports Soaring
Greening Transport: Electric, Gas or Ethanol?
China : Northeast Asia : United States : Asia/Pacific : North America : Geostrategy : Markets : Climate Change and Clean Energy : Climate Change and Natural Resources : Commodities : Energy : Energy Security and Policy : Oil and Energy :
Alternative Transport Fuels
Greening Transport: Electric, Gas or Ethanol?
United States : Advanced Economies : Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : Geostrategy : Climate Change and Clean Energy : Climate Change and Natural Resources : Energy Security and Policy :
Global Military Spending
Global Military Spending Still on the Rise?
China : Gulf Cooperation Council : Northeast Asia : Russia : Russia, CIS and the Caucasus : United States : Advanced Economies : Asia/Pacific : Emerging Markets : Europe : Middle East and Africa : North America : Geostrategy : Markets : Defense Policy and Terrorism : Foreign and Domestic Political Risk : Sectors and Industries :
United States-Turkey Relations
Erdogan Visit Highlights Turkey's Economic and Political Ties With the Middle East
Turkey's Foreign Policy: Ties With France Ruptured by Genocide Ruling
Turkey : United States : Europe : North America : Geostrategy : Energy Security and Policy : Foreign Policy and Geostrategic Risks :
United States: Influence and the Global Economic Crisis
Timeline: Meltdown (2007-Present)
Timeline: Capitalism in Theory and Practice (1776-Present)
United States : Advanced Economies : North America : Geostrategy : Macroeconomy : Current Financial Crisis : Foreign Policy and Geostrategic Risks : Growth Outlook and Business Cycle : Systemic Risk, Vulnerabilities and Asset Bubbles :
Key Indicators
BOP Current Account balance
SA - United States
SA - United States
-109.16, -109.16, -123.28, -123.28, -123.28
-123.28
Gross Domestic Product
Real %Chg P/P - United States
Real %Chg P/P - United States
3.7, 1.7, 2.6, 3.1, 1.8
1.8
CPI-U All Items U.s. City Average SA 1982-84=100
United States
United States
1.39, 1.66, 2.16, 2.7, 3.13
3.13
Unemployment Rate
Percent, SA - United States
Percent, SA - United States
9.4, 9, 8.9, 8.8, 9
9
Dollar exchange rate
USD/Euro - Eurozone
USD/Euro - Eurozone
1.4, 1.39, 1.38, 1.38, 1.39
1.39
US Federal Funds Target Rate
Yield
Yield
0.25, 0.25, 0.25, 0.25, 0.25
0.25
TRYUS10Y
Yield
Yield
3.15, 3.12, 3.18, 3.17, 3.15
3.15
data by Factset
United States Outlook: Don’t Dismiss That Recession Risk
Some positive momentum in U.S. growth in H2 2011 underpins a modest upward revision to our growth forecast, but elevated financial stress, fiscal drag and ongoing deleveraging in a low-income environment will pin growth well below potential. Downside risks dominate: Heavier fiscal drag and spillovers from a worsening of the eurozone (EZ) crisis on credit conditions and net worth still suggest a 50% probability of recession. Inflation will cool down, and the Fed will counter a slowdown in growth with additional balance-sheet expansion by mid-2012; any shock from the EZ will prompt a more aggressive, unconventional response.
Read the latest United States Outlook
Market Strategy
Market Strategy
U.S. Investment Grade Bonds Will Outperform Cash Under 'Operation Twist'
By Oct 25, 2011
Market Strategy
Mapping the Possibilities: Using Options to Derive Probability Distributions for Traded Markets
By Sep 9, 2011
Cross Asset Monthly
Commodities: Regulation vs. Intervention—When Governments Take Action
By Jun 6, 2011
Market Strategy
EM BRICS vs. EZ Mortar: Global Ramifications of a Big EM Ask—Select the IMF MD on Merit!
By May 25, 2011
Market Strategy
Bin Laden's Death: Big Win for U.S. Politics, Modest Win (at Best) for Asset Markets and Global Security
By May 3, 2011
Market Strategy
States of Despair Part II: Labors of Sisyphus—EZ Sovereign and U.S. State Debt Woes
By Apr 14, 2011
Cross Asset Monthly
Cross Asset Model Portfolio: Rebalancing for More Inflation Protection
By Apr 4, 2011
Market Strategy
GLOBAL FINANCIALS QUARTERLY: QE2—A Reprieve for Deflation and Bank Earnings?
By Nov 23, 2010
Cross Asset Monthly
The Big Picture: Necessary but Insufficient Policies for Interesting Times
By Oct 29, 2010
Market Strategy
Quantum(s) of Solace: A QE2 Scenario Analysis and Assessment of the Limits of Fed Policy
By Oct 25, 2010
Emerging Markets Quarterly
The Big Picture: East is East; South is South; West is West; North is North...Yet the Twain Seem to Meet…
By Oct 22, 2010
Market Strategy
Japanese Yen: BoJ Intervention—Short-Term Success, Long-Term Headwinds
By Sep 15, 2010
Market Strategy
Q3 2010 Scenario Analysis: Macroeconomic Factors & Asset Class Investment Implications
By Aug 2, 2010
Market Strategy
Cross Asset Monthly: A Summer of Discontent: Navigating the Tug of War Between Greed and Fear
By Jul 27, 2010
Economic Research
North America Weekly
U.S. Employment Report Highlights and Medium-Term Unemployment Rate Trajectory; Canada: Bad Tidings for Early 2012
By Feb 6, 2012
Economic Research
A State of Union and Inequality: The Buffett Tax and Other Defining Issues
By Jan 25, 2012
North America Weekly
January FOMC Changes; U.S. Q4 GDP to Show Slower Final Sales; Canadian Inflation Heading Back to Target
By Jan 23, 2012
North America Weekly
Looking at U.S. 2012 Fiscal Drag and Q4 GDP, Revisiting EZ Risks; Gauging Canadian Inflation, GDP and Bank Performance
By Dec 19, 2011
North America Weekly
U.S. Outlook Preview and Employment; Canada Q3 GDP, Monetary Policy and Labor Market
By Dec 5, 2011
North America Weekly
U.S. Manufacturing, Monetary Policy and Payrolls; Canada GDP and Retail Sales
By Nov 28, 2011
North America Weekly
U.S. Inflation and Monetary Policy; Canada Inflation and Retail Sales
By Nov 21, 2011
North America Weekly
U.S. Inflation, Retail Sales and Housing; Canada Trade, Budget and Inflation
By Nov 14, 2011
North America Weekly
U.S. Q3 Growth, Spending and Employment; Canada Monetary Policy and Q3 Growth
By Oct 31, 2011
North America Weekly
U.S. Spending and Small Business Sentiment; Elevated Canadian Inflation
By Oct 17, 2011
North America Weekly
U.S. Jobs and Spending: Better, but Watch the Trend Into Q4; Canadian Labor Market Surges, Moderation Ahead
By Oct 10, 2011
North America Weekly
U.S. Q3 GDP Anemic, Recession Musings; Canada: Growth Set to Slow; Labor Market Continues to Soften
By Oct 3, 2011
Economic Research
The Age of Crisis: Down and Out Depression in D.C.—RGE on the IMF/WB Annual Meetings
By Sep 26, 2011
North America Weekly
Fed Policy: Keep Those Expectations in Check; Inflation Not a Game Changer for Bank of Canada
By Sep 26, 2011
Europe Weekly
UK QE2; Hungarian Financial Stability Concerns; Swedish Policy Bullets; Swiss Currency Strength; Irish Growth Outlook
By Sep 23, 2011
Global Economic Outlook
United States Outlook Update: This Economy Needs More Than a Twist and a Tax Cut!
By Sep 20, 2011
North America Weekly
U.S. Monetary Policy: A Twist Won’t Cut It; Canada: Modest Inflationary Pressure; Cautious Spending Amid Deteriorating Household Finance
By Sep 19, 2011
Economic Research
A Radical Policy Response to the Rising Risks of a Depression and Financial Crisis
By Sep 13, 2011
North America Weekly
U.S.: President Obama’s Jobs Program and Upside Risks; Canada: Slowing Employment Momentum
By Sep 12, 2011
North America Weekly
U.S.: August Employment, Q3 Consumption and a More Dovish Fed; Canada: Growth Negative in Q2, Uncertain Going Forward
By Sep 5, 2011
North America Weekly
Weak U.S. Macro Data to Continue; Jackson Hole Takeaways; Canadian Growth Stalls in Q2
By Aug 29, 2011
North America Weekly
U.S. Recession Watch; Canadian Consumer Spending and Monetary Policy
By Aug 22, 2011
Central Bank Watch
Summary Table: RGE Policy Rate Forecasts and Market Interbank Rate Expectations
By Aug 19, 2011
North America Weekly
U.S. Leading Indicators Point South; Canada Suffers Trade and Growth Lull
By Aug 15, 2011
Economic Research
U.S. Fiscal Austerity Unlikely to Affect Ethanol Demand or Corn Prices
By Aug 12, 2011
North America Weekly
U.S.: Stalled Growth, Closer to Outright Recession, While Rating Downgrade Increases Uncertainty; Modest Growth for Canadian Labor Market
By Aug 8, 2011
North America Weekly
A Closer Look at U.S. Q2 GDP and Revisions; Canada’s May GDP Hurts Q2 Estimate
By Aug 1, 2011
Economic Research
Conference Call Replay: U.S. Debt Scenarios and Implications for Growth and Asset Classes
By Aug 1, 2011
Economic Research
Guns and Butter and Low Taxes: On Deficits, Debts, Debt Ceilings and the U.S. Fiscal Mess
By Jul 29, 2011
North America Weekly
U.S. Eyes on Q2 GDP; Canada: Q2 GDP to Slow; Q4 Hike in the Cards
By Jul 25, 2011
North America Weekly
U.S. Trade, Consumption and Weak Macroeconomic Data Show Downside for H2—Stay Tuned; Bank of Canada—No Move Until Q4 2011
By Jul 18, 2011
North America Weekly
U.S. Employment Report Highlights Risks to Growth in H2; Canadian Labor Market Resilience Will Be Tested in H2
By Jul 11, 2011
North America Weekly
Will the Tide of Negative U.S. Economic Data Turn in H2?; Canadian Growth on Track to Slow in Q2
By Jul 4, 2011
North America Weekly
U.S.: A Weak ISM and FOMC Musings; Canada: Strong Inflation For Now
By Jun 27, 2011
North America Weekly
Revising Up Our U.S. Core Inflation Outlook; Brief Consumer Spending Recovery for Canada Amid Falling Labor Productivity
By Jun 20, 2011
North America Weekly
U.S. CPI Gains Will Temper in Q2; Canadian Job Creation Set to Moderate after Peaking in Q1
By Jun 13, 2011
North America Weekly
Q2 Off to a Soft Start for U.S., Bank of Canada Slow to Normalize
By May 31, 2011
North America Weekly
Eyes on the CPIs: A Close Look at Headline and Core Inflation in the U.S. and Canada
By May 16, 2011
Economic Research
DSK's Arrest: Implications for the IMF Succession and PIIGS' Bailouts
By May 16, 2011
Economic Research
Why Inflation Is Not a Desirable or Likely Way to Reduce Unsustainable Debts
By May 10, 2011
North America Weekly
Conflicted U.S. Employment Report; Canadian Conservatives Win Strong Mandate
By May 9, 2011
North America Weekly
U.S. April Employment Report a Mixed Bag; Canadian Election Set to Reshuffle Parliament
By May 2, 2011
North America Weekly
FOMC Takes Center Stage in U.S.; Q1 Sets Tone For Slowing Canadian Growth
By Apr 25, 2011
Economic Research
CDS and Debt Restructuring: Does the Existence of Credit Derivatives Make Restructuring Harder?
By Apr 21, 2011
Economic Research
S&P Rating Action: Count on the United States to Do the Right Thing—After It Exhausts All Other Alternatives
By Apr 18, 2011
North America Weekly
U.S. Q1 GDP Forecast Gets a Downgrade as Canada's Prospects Remain Bright
By Apr 18, 2011
North America Weekly
U.S. March Labor Market Data a Step in the Right Direction; Canadian Economy on Track for a Strong Q1
By Apr 4, 2011
North America Weekly
U.S. Durable Goods and Other Data Cast a Shadow on Q1 GDP; Political Challenges in Canada
By Mar 28, 2011
Economic Research
Global Financials Quarterly: Bank Earnings Face the Music as Stimulus Fades
By Mar 25, 2011
Economic Research
Q2 2011 Geostrategy Note: The Scent of Jasmine, Japan's Mega-Crisis and Other Global Drama
By Mar 24, 2011
North America Weekly
U.S. Core Inflation to Remain Contained; Canada's Spending Strong
By Mar 21, 2011
North America Weekly
U.S. Q1 GDP Tracking a Softer Read; No Inflation Worries for Canadian Central Bank
By Mar 14, 2011
North America Weekly
U.S. Job Creation Bounces Back; A Temporary Bump in Canadian Housing?
By Mar 7, 2011
North America Weekly
Will FOMC Doves Rule the Roost? Consumption-Led Growth to Continue in Canada?
By Feb 21, 2011
North America Weekly
U.S. Retail Sales to Improve, Housing Starts Modest in Busy Data Week; Commodities Demand Poses Upside Risk for Canada
By Feb 14, 2011
Economic Research
U.S. Retail Sales to Improve, Housing Starts Modest in Busy Data Week
By Feb 14, 2011
North America Weekly
U.S. Employment a Wintry Mix; Canadian Employment Surges, Set to Moderate
By Feb 7, 2011
North America Weekly
U.S. GDP Ends 2010 on Better Note; Canada Upgrades Growth Estimates
By Jan 24, 2011
North America Weekly
U.S.: 2010 in Review; Canada: Soft Landing in Housing and Employment
By Jan 10, 2011
Economic Research
2011 Geostrategy Note: The Roiling Pacific, Quagmiristan and EZ Targets
By Dec 29, 2010
North America Weekly
Will the Fed Allow Rising Borrowing Costs?; Sonata Forms in the Treasury Market
By Dec 20, 2010
Economic Research
East Asia's Hemorrhoid Problem: Assessing the Next North Korean Flare-Up
By Dec 17, 2010
North America Weekly
U.S.: Fiscal Measures Mean Stronger Growth Outlook in 2011; Could Canada Have an Investment Surge?
By Dec 13, 2010
Economic Research
Upgrading Our U.S. Growth Forecasts for 2011: A Preview of Our Forthcoming U.S. Economic Outlook
By Dec 6, 2010
Economic Research
Front-Loaded Stimulus, Back-Loaded Austerity: The Optimal Fiscal Austerity Path and the Risks of Other Routes
By Dec 2, 2010
Economic Research
The ‘Lame Duck’ Session: Lots of Quacking, But Can It Pass Legislation?
By Nov 30, 2010
North America Weekly
U.S.: Fed on the Defensive; Canada: Retail Sales Still a Bright Spot?
By Nov 22, 2010
North America Weekly
U.S.: Lower Chance of 'W,' But Long Road to Recovery; Canada: Trade Balance Stays in Red
By Nov 15, 2010
Economic Research
U.S. Employment Report: A Step Forward in October, but Household Survey Should Temper Optimism
By Nov 5, 2010
North America Weekly
U.S.: Fed Debates Unemployment; Bank of Canada and Consumers on Hold?
By Oct 18, 2010
North America Weekly
U.S.: Parsing the FOMC; Canada: Soft Labor Market Is Here to Stay
By Oct 11, 2010
Economic Research
Q4 2010 Geostrategic Risk Note: Asia on the Boil, U.S.-Europe Reap Anti-Incumbent Backlash
By Oct 7, 2010
North America Weekly
U.S. Consumer Spending Better in Q3; Canada's Labor Market to Downshift
By Oct 4, 2010
Economic Research
U.S. Consumer Spending Better in Q3; Dollar Retains its Reserve Share
By Oct 4, 2010
North America Weekly
U.S.: FOMC Poised to Step Up, Home Prices Step Down; Canada: Confirming Weaker Start to H2
By Sep 27, 2010
Economic Research
United States: FOMC Poised to Step Up, Home Prices Poised to Step Down
By Sep 27, 2010
North America Weekly
U.S.: Back to Fed Watching and Japanese Intervention; Canada: Deteriorating Household Balance Sheets
By Sep 20, 2010
Economic Research
United States: All Eyes on the FOMC; Japan Buying Treasurys Strongly
By Sep 20, 2010
Economic Research
The U.S. Should Ignite Job Creation With a Temporary Cut in Payroll Tax
By Sep 16, 2010
North America Weekly
U.S. Trade Deficit Narrows; “Unusual Uncertainty” in Canada’s Monetary Outlook
By Sep 13, 2010
Economic Research
North America Focus: Weak U.S. Data Spark 'Race to the Bottom'; Canada's Consumers Still Cool
By Aug 23, 2010
Economic Research
North America Focus: U.S.: Warming Up the Helicopter; Canada: Inflation Moderates Going Forward
By Aug 16, 2010
Economic Research
North America Focus: U.S. Flying on One Engine; Canadian Labor Market Flashing Red?
By Aug 9, 2010
Economic Research
Q3 2010 Geostrategy Note: Nascent Nukes, Portly PIIGS and the Taliban
By Aug 4, 2010
Economic Research
North America Focus: U.S. Economy Proceeds Sluggishly; U.S. and Canadian Labor Markets Examined
By Aug 2, 2010
Economic Research
North America Focus: Growth Slowdown Preoccupies the Fed; Bank of Canada Takes It Slow
By Jul 26, 2010
Economic Research
U.S. Employment Report: Entering the Second Half of the 'Year of Two Halves'
By Jul 2, 2010
Economic Research
What’s on the Agenda at the U.S.-China Strategic and Economic Dialogue?
By May 17, 2010
Economic Research
U.S. Growth Outlook: Still Anemic and U-Shaped but Risks of a Double-Dip Recession Are Rising
By Mar 4, 2010
Economic Research
The 'Mother of All Carry Trades' Fuels the Mother of All Asset Bubbles and Its Eventual Unavoidable Bust
By Nov 1, 2009
Economic Research
What's on the Table at the U.S.-China Strategic and Economic Dialogue (S&ED)?
By Jul 24, 2009
Economic Research
Mounting Job Losses Will Hurt Consumption, Housing, Banks’ Balance Sheets, Public Finances and Lead to Protectionist Pressures
By Jul 14, 2009
Economic Research
Green Shoots or Yellow Weeds? A Trifecta of Risks to the Early Bottoming Out of the Recession and Short-Term Economic Recovery and to the Medium-Term Actual and Potential Growth Prospects of the Global Economy
By May 19, 2009
Economic Research
Ten Reasons Why the Stress Tests Are "Schmess" Tests and Why the Current Muddle-Through Approach to the Bank Crisis May Not Succeed
By May 8, 2009
Economic Research
According to Press Reports, the IMF May Allegedly be Increasing its Estimate of Global Bank Losses to $4 Trillion, a Figure Consistent With Estimates by a Variety of Independent Bank Analysts
By Apr 10, 2009
Economic Research
Geithner Presents a Viable Plan to Dispose of the Toxic Assets... That Does Not Rule Out That Insolvent Banks Should be Taken Over
By Mar 25, 2009
Economic Research
Obama's Homeowner Affordability and Stability Plan: A Band-Aid for the Foreclosure Crisis
By Feb 26, 2009
Economic Research
The Worst Economic and Financial Crisis Since the Great Depression Reveals the Weaknesses of the Laissez Faire Anglo-Saxon Model of Capitalism
By Feb 19, 2009
Economic Research
Is the U.S. a Japan 2? The Return of Japan's "Free Falling" Stag-Deflation and the Risks of a U.S. L-Shaped Depression
By Feb 9, 2009
Economic Research
Obama's Presidential Honeymoon Faces Daunting Economic and Geo-Politiclal Tasks
By Jan 22, 2009
Economic Research
The Latest Bear Market Sucker's Rally is Losing its Steam as an Onslaught of Awful Macro and Earnings News Takes its Toll
By Jan 14, 2009
Economic Research
U.S. Housing Sector Far From Bottoming Out, Needs Government Intervention
By Jan 6, 2009
Economic Research
Helicopter Ben goes ZIRP, QE and More… While the Global Economy Enters Stag-Deflation
By Dec 17, 2008
Economic Research
Desperate Measures by Desperate Policy Makers in Desperate Times: the Fed Moves to Radically Unorthodox Policies as Economy Is in Free Fall and Stag-Deflation Deepens
By Nov 26, 2008
Economic Research
The Latest Bear Market Sucker’s Rally Has Gone Bust as We Are Headed Towards Stag-Deflation
By Nov 19, 2008
Economic Research
20 Reasons Why the U.S. Consumer is Capitulating, thus Triggering the Worst U.S. Recession in Decades
By Nov 14, 2008
Economic Research
The Dismal Outlook for the U.S., Global Economy and the Financial Markets
By Nov 11, 2008
Economic Research
The Rising Risk of a Hard Landing in China: The Two Engines of Global Growth – U.S. and China – are Now Stalling
By Nov 4, 2008
Economic Research
Governments Got Religion After Peering into the Systemic Meltdown Abyss: Aggressive and Comprehensive Policy Action is Now Likely but Significant Downside Risks to Markets Will Remain
By Oct 13, 2008
Economic Research
The World is at Severe Risk of a Global Systemic Financial Meltdown and a Severe Global Depression
By Oct 9, 2008
Economic Research
How Authorization to Recapitalize Banks via Public Capital Injections ("Partial Nationalization") Was Introduced - Indirectly Thorugh the Back Door - into the TARP Legislation
By Oct 9, 2008
Economic Research
Financial and Corporate System is in Cardiac Arrest: The Risk of the Mother of All Bank Runs
By Oct 3, 2008
Economic Research
U.S.-India Nuclear Accord: Nonproliferation Disaster or Landmark Deal?
By Oct 3, 2008
Economic Research
The U.S. and Global Financial Crisis is Becoming Much More Severe in Spite of the Treasury Rescue Plan. The Risk of a Total Systemic Meltdown is Now as High as Ever
By Sep 29, 2008
Economic Research
Is Purchasing $700 billion of Toxic Assets the Best Way to Recapitalize the Financial System? No! It is Rather a Disgrace and Rip-Off Benefitting only the Shareholders and Unsecured Creditors of Banks
By Sep 28, 2008
Economic Research
HOME (Home Owners’ Mortgage Enterprise): A 10 Step Plan to Resolve the Financial Crisis
By Sep 24, 2008
Economic Research
We Need a New HOLC - More Than a New RTC or RFC - to Provide Massive Debt Relief to the Household Sector. We Need to Create the HOME (Home Owners' Mortgage Enterprise)
By Sep 19, 2008
Economic Research
U.S. Housing Retention Bill: How Effective in Stabilizing the U.S. Housing Market?
By Sep 19, 2008
Economic Research
The Transformation of the USA into the USSRA (United Socialist State Republic of America) Continues at Full Speed with the Nationalization of AIG
By Sep 17, 2008
Economic Research
The WEF’s Financial Development Report and Index: Why is the U.S. Ranked #1 in Spite of its Serious Financial Instability and Crisis?
By Sep 11, 2008
Economic Research
Comrades Bush, Paulson and Bernanke Welcome You to the USSRA (United Socialist State Republic of America)
By Sep 9, 2008
Economic Research
The Coming U.S. Consumption Bust: 12 Reasons Why the U.S. Consumer is in Serious Trouble and Faltering
By Sep 3, 2008
Economic Research
2008 US and Global Economic Outlook and Implications for Financial Markets
By Sep 1, 2008
Economic Research
U.S. Oil Production and Hurricanes: Insecurity of Demand Trumps Insecurity of Supply?
By Aug 30, 2008
Economic Research
Life Without Home Equity (Withdrawal) - Down to US$24 Billion in Q1 2008
By Aug 28, 2008
Economic Research
Who is Going to Rescue the Hundreds of Busted U.S. Banks? Don’t Count on Suckering Again the Foreign Governments (the Sovereign Wealth Funds). And the Biggest Fire Sale in the History of Humanity…
By Jul 25, 2008
Economic Research
The Coming Systemic Bust of the U.S. Banking System: “Dead Stocks Rallying”
By Jul 20, 2008
Economic Research
American Un-Beauty: The Crisis of the Suburbian (McMansions and Gas-Guzzling SUVs) Way of Life
By Jul 17, 2008
Economic Research
Insolvency of the Fannie and Freddie Predicted Here Two Years Ago. What Happens Next? Or How to Avoid the “Mother of All Bailouts”
By Jul 11, 2008
Economic Research
Cross-Border Bank Lending and International Exposures: Who is Most Exposed to the U.S.?
By Jul 1, 2008
Economic Research
Global Recession Watch: A Dozen Significant Economies are at Risk of a Hard Landing
By Jun 25, 2008
Economic Research
Broad Support Among Economists and Experts of the Goal of Providing Mortgage Debt Relief to Distressed Borrowers
By May 15, 2008
Economic Research
Why the Frank-Dodd Proposal for Resolving the Mortgage Crisis Makes Sense and Why the Threatened Veto of This Legislation by the White House is Reckless
By May 13, 2008
Economic Research
The Fed is Getting Desperate in Dealing with a Liquidity Crunch that Shows Little Signs of Relenting
By May 6, 2008
Economic Research
Natural Gas; Asian Equities; Japanese Exports; U.S. Inequality; Bolivian Referendum
By Apr 24, 2008
Economic Research
NATO; U.S. Employment; Peru Investment Grade; Hungary Political Turmoil
By Apr 3, 2008
Economic Research
Ten Fundamental Issues in Reforming Financial Regulation and Supervision in a World of Financial Innovation and Globalization
By Mar 31, 2008
Economic Research
Can the Fed and Policy Makers Avoid a Systemic Financial Meltdown? Most Likely Not.
By Feb 8, 2008
Economic Research
The Rising Risk of a Systemic Financial Meltdown: The Twelve Steps to Disaster
By Feb 5, 2008
Economic Research
Responses to Sovereign Wealth Funds: Are 'Draconian' Measures on the Way?
By Nov 15, 2007
Economic Research
The Risk of a U.S. Hard Landing and Implications for the Global Economy and Financial Markets
By Sep 13, 2007
Economic Research
The Direct Link Between Housing and Consumption: Wealth Effect and Home Equity Withdrawal
By Apr 14, 2007
Economic Research
Mortgage-Backed Securities, Derivatives, and Indexes: An Introduction
By Mar 27, 2007
Economic Research
Eight Market Spins About Housing by Perma-Bull Spin-Doctors... and the Reality of the Coming Ugliest Housing Bust Ever
By Aug 26, 2006
Economic Research
The Biggest Slump in U.S. Housing in the Last 40 Years... or 53 Years?
By Aug 23, 2006
Economic Research
The Unsustainability of the U.S. Twin Deficits: Risks and Vulnerabilities in the Global Economy
By Apr 1, 2006
Economic Research
Will the Bretton Woods 2 Regime Unravel Soon? The Risk of a Hard Landing in 2005-2006
By Feb 1, 2005
Economic Research
The U.S. as a Net Debtor: The Sustainability of the U.S. External Imbalances
By Nov 17, 2004
EconoMonitors
United States Channel
A Letter From Lt Col Daniel L. Davis, Who Is a Fulcrum That Can Move a Nation – Should We Choose to Help Him
Feb 8, 2012
Ed Dolan's Econ Blog
Latest Economic Data Begin to Shift the Counterfactual in Favor of Democrats
Feb 6, 2012
United States Channel
The Downward Mobility of the American Middle Class, and Why Mitt Romney Doesn’t Know
Feb 6, 2012
Finance & Markets Channel
Schneiderman MERS Suit and HUD’s Donovan Remarks Confirm That Mortgage “Settlement” Is a Stealth Bank Bailout
Feb 6, 2012
United States Channel
About the January Jobs Report – Mildly Good News, but Bought at Great Cost
Feb 5, 2012
United States Channel
America’s Jobs Deficit, and Why It’s Still More Important than the Budget Deficit
Feb 5, 2012
Great Leap Forward
$30 TRILLION TO PROMOTE CRONY CAPITALISM: The Fed's Bail-Out of Wall Street
Feb 2, 2012
United States Channel
Why Is the Normally Astute Taibbi Sounding Like a Hopey Dopey Liberal on the Mortgage Settlement?
Feb 1, 2012
United States Channel
Forget Europe and the Emerging Markets, the US Is on the Brink of Recession
Jan 31, 2012
Finance & Markets Channel
ProPublica’s Off Base Charges About Freddie Mac’s Mortgage “Bets”
Jan 31, 2012
Peterson Institute for International Economics
Lessons for Europe’s Fiscal Union from US Federalism
Jan 30, 2012
United States Channel
The Biggest Risk to the Economy in 2012, and What’s the Economy for Anyway?
Jan 30, 2012
Ed Dolan's Econ Blog
Faster GDP Growth Will Be Welcome News for the White House, Despite “Ifs” and “Buts” in the Details
Jan 27, 2012
United States Channel
Why No Responsible Democrat Should Want Newt Gingrich to Get the GOP Nomination
Jan 27, 2012
Nouriel Roubini's Global EconoMonitor
Roubini CNN Davos Vidoes: Europe Needs a 'Bazooka', U.S Has 1929-Style Income Inequality
Jan 25, 2012
Nouriel Roubini's Global EconoMonitor
Roubini and Rogoff with CNBC's Bartiromo - Recession in Europe, SOTU, Global Growth Risks
Jan 25, 2012
Nouriel Roubini's Global EconoMonitor
'We've Got Bigger Problems Right Now' - Roubini and Bremmer Reveal the Surprising Winners and Losers of the Coming Year, and Debate Whether the Big Brains at Davos Can Rescue a Global Economy in Crisis
Jan 25, 2012
United States Channel
The State of Our Disunion: A Globalizing Private Sector, A Government Overwhelmed by Corporate Money
Jan 23, 2012
United States Channel
New York Times Tells Us Only Chinese Near Slave Labor Could Handle Steve Jobs’ Demands
Jan 23, 2012
Finance & Markets Channel
Weighing the Week Ahead: The State of the Union, Bernanke, Earnings
Jan 23, 2012
Ed Dolan's Econ Blog
Controversy over Romney’s Taxes Underlines the Need for Broad Reform
Jan 23, 2012
Dan Alpert's Two Cents
Our Friday Think Tank Discussion on Bloomberg’s “Taking Stock with Pimm Fox,” with Two Steve’s – Wood and Blitz
Jan 22, 2012
Nouriel Roubini's Global EconoMonitor
Nouriel Roubini, Ian Bremmer on Economy, Risks - Bloomberg Video
Jan 20, 2012
Ed Dolan's Econ Blog
U.S. Inflation Indicators Come in Below Target as the Global Economy Begins to Slow
Jan 19, 2012
Finance & Markets Channel
Evaluating Recession Forecasts: What Every Investor Must Know
Jan 19, 2012
United States Channel
Obama to Try Better Smoke and Mirrors to Address Housing Market Woes
Jan 19, 2012
Great Leap Forward
MORTGAGE FRAUD REVISITED: Why Did the Fed Pump and Dump US Real Estate Markets?
Jan 17, 2012
Finance & Markets Channel
Weighing the Week Ahead: Have Big Companies Lost Their Earnings Mojo?
Jan 15, 2012
Geostrategy Channel
Continuity and Dysfunctionality in U.S. Foreign Policy (Lessons for Our Conflict with Iran)
Jan 13, 2012
Ed Dolan's Econ Blog
Court’s Latest Stay of Clean Air Regulations Shows the Best Can Be the Enemy of the Good
Jan 12, 2012
Dan Alpert's Two Cents
Talking Macro and Fed Policy with Mike McKee and Sara Eisen on Bloomberg’s “On the Economy”
Jan 12, 2012
Finance & Markets Channel
David Rosenberg Explains What (If Anything) the Bulls Are Seeing
Jan 12, 2012
United States Channel
More Proof of Obama Policy of Covering Up for Elite Financial Criminals
Jan 11, 2012
Great Leap Forward
THE $29 TRILLION BAILOUT OF WALL STREET: Why Should Anyone Care About High Crimes and Misdemeanors?
Jan 11, 2012
United States Channel
How a Little Bit of Good Economic News Can Be Bad for the President
Jan 10, 2012
Dan Alpert's Two Cents
Inflated Wishful Thinking - Why Reflation Isn't Going to Happen Any Time Soon
Jan 8, 2012
United States Channel
Looking Forward in the New Year: Crowding Out and Hyper-Inflation Watch
Jan 5, 2012
United States Channel
We Are Weak Because We Enjoy Being Lied to (We Prefer Pleasant Fiction to Harsh Facts)
Jan 2, 2012
Great Leap Forward
The Job Guarantee as an Alternative to Enforced Idleness. But What Will They Do? Examples from the WPA
Dec 26, 2011
Ed Dolan's Econ Blog
Linking Keystone XL to the Payroll Tax Only Shows Why we Need a Real Energy Policy
Dec 22, 2011
Global Macro Channel
Clash at ERC: The UK and the Eurozone in the Shifting Global Economy
Dec 21, 2011
Great Leap Forward
PAYROLL TAX HOLIDAYS AND MMT: It's a Funny World, News Recap on the Eve of Xmas
Dec 20, 2011
Dan Alpert's Two Cents
Today's U.S. New Home Starts and Permits Numbers: "Who Knows What Evil Lurks? The Shadow Knows"
Dec 20, 2011
Nouriel Roubini's Global EconoMonitor
A Plea to Policymakers: We Can’t Risk Another Year of Delay
Dec 20, 2011
Efraim Chalamish's Economic Development and Security Blog
Catching Mice and the Chinese Economy Through Western Eyes
Dec 19, 2011
United States Channel
A Closer Look at Yesterday's Encouraging Report on Jobless Claims
Dec 16, 2011
Daily Digest
Analysis
EIA Short Term Energy Outlook Predicts Low Gas Prices and Home Heating Costs
U.S. Energy Information Agency Feb 08, 2012
Blogs
Goldman predicts Rise in Cushing Inventory as Brent-WTI Spread Hits US$19
ZeroHedge Feb 08, 2012
Analysis
St. Croix to Become Key Transshipment Hub For Refined Products
Weekly Tanker Opinion Feb 07, 2012
Analysis
BP Highlights Growing role of Developing Economies in “Energy Outlook 2030”
British Petroleum Feb 07, 2012
Analysis
Wind Power Sees 21% Growth in Capacity Despite Economic Turmoil
Global Wind Energy Council Feb 07, 2012
Blogs
Should the United States Still Give Egypt Foreign Aid?
Council on Foreign Relations Feb 06, 2012
News
January 2012 Non-Manufacturing ISM Report On Business
Institute for Supply Management Feb 03, 2012
Analysis
Energy in the State of the Union: Not a Bad Place to Start
Center for Strategic and International Studies Feb 04, 2012
Analysis
Natural Gas Price Volatility 1.5 Times Higher Than Oil
Oxford Energy Institute Feb 03, 2012
Analysis
Egypt and U.S. Health Assistance
Center for Strategic and International Studies Feb 02, 2012
Analysis
U.S. Energy Information Agency Releases 2012 Outlook
Energy Information Agency Feb 02, 2012
News
Future Energy Still Relies on Fossil Fuels, Greenhouse Gases Rise and Oil and Gas Production Increase
Washington Post Feb 02, 2012
News
Chicago Business Barometer Softened:January 2012
Deutsche Börse AG and the Institute for Supply Management Jan 31, 2012
News
The Conference Board Consumer Confidence Index Decreases Slightly
Conference Board Jan 31, 2012
News
Home Prices Continued to Decline in November 2011 According to the S&P/Case-Shiller Home Price Indices
S&P/Case-Shiller Home Price Indices Jan 31, 2012
Analysis
Regulation, Natural Gas and Renewable Energy Herald the End of America’s Coal Era
The Economist Jan 31, 2012
Analysis
Regional Crude Cost Difference Drives East Coast Refinery Closures
Eurasia Review Jan 31, 2012
News
The January 2012 Senior Loan Officer Opinion Survey on Bank Lending Practices
Board of Governors of the Federal Reserve System Jan 30, 2012
Blogs
Iran Delays Vote On EU Crude Export Halt as U.S. Escalates Military Stance
ZeroHedge Jan 30, 2012
Analysis
Has Petroleum Production Peaked, Ending the Era of Easy Oil?
Scientific American Jan 30, 2012
Analysis
Canada: BMO Weekly Focus, Jan 27, 2012: BoC Likely on Hold Until Late 2013
BMO Financial Markets Jan 30, 2012
News
Soybeans, Corn Drop as Rains Ease South American Crop Concern
Bloomberg BusinessWeek Jan 30, 2012
Opinions
Impact of the Great Recession on Public Schools in the Region
Federal Reserve Bank of New York Jan 27, 2012
News
Richmond Fed President Lacker Comments on FOMC Dissent
Federal Reserve Bank of Richmond Jan 27, 2012
News
Manufacturing Activity Picks Up the Pace in January; Expectations Upbeat
Federal Reserve Bank of Richmond Jan 24, 2012
News
Gross Domestic Product, 4th quarter and Annual 2011 (advance estimate)
Bureau of Economic Analysis Jan 27, 2012
News
Consumer Confidence Higher Due to Job Gains
Reuters/University of Michigan Surveys of Consumers Jan 27, 2012
News
Advance Report on Durable Goods Manufacturers’ Shipments, Inventories and Orders December 2011
U.S. Census Bureau Jan 26, 2012
News
CoreLogic November Home Price Index Shows Fourth Consecutive Monthly Decline
CoreLogic Jan 09, 2012
News
FHFA House Price Index Rises 1.0 Percent in November
Federal Housing Finance Agency Jan 25, 2012
News
Pending Home Sales Decline in December, Remain Above a Year Ago
National Association of Realtors Jan 25, 2012
Analysis
Global Investment in Biomass Power Generation Will Total $104 Billion Through 2021
Platts Jan 25, 2012
News
Preparation Begins on New Application for Keystone XL Pipeline Permit
Jounal of Commerce Jan 25, 2012
News
US confirms it is looking into unilateral intervention to deliver aid in Sudan
Sudan Tribune Jan 24, 2012
News
US Agency Cuts Gas Reserves Estimate for Marcellus Shale
Financial Times (subscription) Jan 24, 2012
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