2008-02-20 US Economic Releases
MBAVPRCH Index (Feb 15) Survey n/a Actual 357.6 Prior 403.9 Revised n/a MBAVREFI Index (Feb 15) Survey n/a Actual 3533.8 Prior 4901.5 Revised n/a These
February 20, 2008
MBAVPRCH Index (Feb 15) Survey n/a Actual 357.6 Prior 403.9 Revised n/a MBAVREFI Index (Feb 15) Survey n/a Actual 3533.8 Prior 4901.5 Revised n/a These
If inflation is now above Bernanke’s comfort zone, as per Yellen who has been more dovish than Bermanke, and above their long-term target of maybe
Please excuse the mix of Bloomberg and Valance graphs. Comments welcome. Went blurry eyed trying to organize it all. Markets reacted strongly to Friday’s -17,000
stagflation there too Actual Forecast Previous 6:00am EUR CPI y/y (p) 3.2% 3.1% 3.1% 6:00am EUR Consumer Confidence -12 -10 -9 6:00am EUR Unemployment Rate
Same twin themes taking hold – weakness and inflation. Highlights: US Mixed data EU Softening data could change ECB’s inflation rhetoric JN CPI Higher on
Mainstream economics would put it this way: Inflation risk to long term growth vs short term growth risks So on the inflation side: CPI year
Looks like it will take a very large drop in home prices to slow the ‘pull’ on owner’s equivalent rent (the basis for the CPI
(email) On 11 Jan 2008 11:17:34 +0000, Prof. P. Arestis wrote: >  Dear Warren, > >  Many thanks. Some good comments below. > >  The
On Jan 5, 2008 9:40 PM, Steve Martyak wrote: > http://www.autodogmatic.com/index.php/sst/2007/02/02/subprime_credit_crunch_could_trigger_col > > > also…. > > 9/4/2006 > Cover of Business Week: How Toxic
Crisis may make 1929 look a ‘walk in the park’ Telegraph by Ambrose Evans-Pritchard As central banks continue to splash their cash over the system,