Daniel Santini: spy - CPI figures for November and monthly housing starts meet expectations. FOMC Policy Statement due at 2:15 PM ET. U.S.dollar dips
Wed, Dec 16, 2009
David White: +.6% CPI increase. But PPI still down. Stimulus ending soon. Production up 19.2%. Oversupply on stimulus end ==> deflation.Nov Exports -1.2%
Fri, Dec 11, 2009
David White: CPI higher than expected today. Brings inflation slightly more into play. USD up?? Carry trade impacted? Equities down?