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- Personal Consumption Expenditures: Feb. 2015 Preview
- Managing Expectations Down
- U.S. REITs Retain Their Lead As Commodities Trend Lower
- U.S. Manufacturing Activity Perks Up In March
First, Do No Harm
Tue, Mar. 24 • 7 Comments
- Chicago Fed: U.S. Growth Decelerates To 12-Month Low In February
- Q1 2015 U.S. GDP Estimate: +2.1%
- The Fed Loses Patience... Sort Of
- U.S. Economic Trend - 03.18.2015
Housing Starts Fall More Than Expected In February
- New construction of US residential housing in February was considerably weaker than expected, raising more doubts about the resilience of the economy's strength.
- As for the data in hand, today's bad news was tempered somewhat by the strength in newly issued housing permits, which perked up to a seasonally adjusted annual rate of 1.092 million - close to a post-recession high.
- Some economists favor the idea that permits are effectively a leading indicator for starts, which implies that residential construction activity will improve in the months ahead.
- The one corner of the economy that's still holding up is the labor market, which is no trivial point. Private-sector payrolls rose 288,000 last month.
- The next clue for judging the trend in payrolls arrives on Thursday, with the weekly update on jobless claims.
- Fresh Doubts About The Timing Of The Fed's First Rate Hike
- U.S. Industrial Production Rises Less Than Forecast In February
- U.S. Industrial Production: February 2015 Preview
- The Big Slide In U.S. Money Supply Growth Rolls On
- Healthcare's Relative Strength Persists As Broad Market Retreats
- A Bullish Update For Jobless Claims As Retail Sales Slide Again
- U.S. Retail Sales: February 2015 Preview
- Pondering The Case For An Early Rate Hike
- Macro Markets Risk Index: U.S. Business Cycle Risk Remains Low
- Managing Portfolio Risk With Tactical Asset Allocation
- Warren Buffett's Stellar Record In Defying Economic Gravity
- A Hefty Upside Surprise For February Payrolls
- Jobless Claims Rise To 10-Month High
- ADP Data Anticipates Slower Growth For U.S. February Payrolls Report
- ADP: U.S. February Payrolls Continue To Grow, But At Slower Rate
- ADP Employment Report: February 2015 Preview
- Major Asset Classes: Feb 2015 Performance Review
- ISM Manufacturing Index: February 2015 Preview
- Personal Consumption Spending Expected To Be Flat In January
- 10 Funds, 10 Asset Allocation Profiles
Deflation, Growth And The Next Recession
Fri, Feb. 27 • 1 Comment
The Popular (But Risky) Habit Of Cherry Picking Economic Data For Business Cycle Analysis
Wed, Feb. 25 • 8 Comments