Here's the latest addition to the Market Resource Page, an annotated set of links to free, high-quality market commentary for investors & traders.
is Director of Economic Research for The Northern Trust Company. He
publishes a weekly essay that's available for free to the general
public. The essays are published in a section called United States
Positive Economic Commentary; very curious, given the pessimistic
nature of Kasriel's recent comments. He's particularly good on
household debt and consumer spending, and the implications of the
budget and trade deficits. Unlike many other economists, Kasriel
traces the implications of his analysis for individual equity sectors.