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bbro

bbro
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  • Treasury yields higher after fast Q2 GDP print; rising inflation [View news story]
    year over year...year over year...nominal GDP growth
    Jul 30 09:38 AM | 5 Likes Like |Link to Comment
  • Treasury yields higher after fast Q2 GDP print; rising inflation [View news story]
    Current GDP per employee is $118,280.....a year ago it was $115,350
    Jul 30 09:26 AM | 3 Likes Like |Link to Comment
  • Treasury yields higher after fast Q2 GDP print; rising inflation [View news story]
    Year over year PCE Price Index is still a pretty benign 1.6%
    Jul 30 09:22 AM | 3 Likes Like |Link to Comment
  • Treasury yields higher after fast Q2 GDP print; rising inflation [View news story]
    Durable goods plus Residential Investment to GDP is 10.7%....No recession has started over the last 60 years until this number gets at least to 13%.....a lot more room to run....
    Jul 30 09:10 AM | 7 Likes Like |Link to Comment
  • Treasury yields higher after fast Q2 GDP print; rising inflation [View news story]
    You have a 2.5% 10 year with Year over year nominal GDP growth at 4%....
    Jul 30 08:48 AM | 1 Like Like |Link to Comment
  • GDP grows 4% in Q2 [View news story]
    This is a strong report....
    Jul 30 08:46 AM | Likes Like |Link to Comment
  • GDP grows 4% in Q2 [View news story]
    Year over year nominal growth....read the post
    Jul 30 08:40 AM | Likes Like |Link to Comment
  • ADP Jobs at 218K [View news story]
    My ADP recession Indicator says....no recession on the horizon....
    Jul 30 08:38 AM | 4 Likes Like |Link to Comment
  • GDP grows 4% in Q2 [View news story]
    Year over Year Nominal GDP growth 4.0%,,,,strong rebound in the postponable purchases category
    Jul 30 08:35 AM | Likes Like |Link to Comment
  • Zillow Housing Data Portends A Housing Downturn [View article]
    "A rise to a $1,435 monthly payment brings affordability to about 24%, which is higher than the historical affordability, and that is with the most optimistic future rate projections."

    What is historical affordability?
    Jul 30 08:00 AM | 1 Like Like |Link to Comment
  • Zillow Housing Data Portends A Housing Downturn [View article]
    What is the existing home inventory compared to total non farm payrolls? And how does that compare to previous history?
    Jul 30 07:55 AM | 1 Like Like |Link to Comment
  • U.S. Economy: Halfway To A Recession Already [View article]
    "The Baltic Dry Index (BDI) is breaking down to new lows."

    VS

    http://on.wsj.com/1tnQiYv

    I'll take jobless claims... you can have the BDI...
    Jul 29 12:25 PM | 4 Likes Like |Link to Comment
  • Consumer Confidence Index rises sharply in July [View news story]
    Jobs Hard to Get minus Jobs plentiful Index drops to 14.8 from 16.1.....very strong year over year performance( year ago it was 22.9)....96% correlation to Unemployment Rate
    Jul 29 10:29 AM | Likes Like |Link to Comment
  • How Can This Market Capitalization Be Justified? [View article]
    Why are corporate bond yields not incorporated into your analysis?
    Jul 29 09:07 AM | 2 Likes Like |Link to Comment
  • A Possible Miss On 2Q GDP [View article]
    "Employment doesn't foretell what is going to happen going forward."

    Yes the monthly number in and of itself doesn't foretell but the......
    Jul 29 08:05 AM | 1 Like Like |Link to Comment
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