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No changes here, just slow but continued progress.
Thursday, November 12, 2009
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Blog Archive
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2009
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November
(48)
- Blogging will be light
- ClimateGate update
- Another V-sign
- Capital spending still modest
- Weekly claims decline more than expected
- More good news on corporate profits
- Housing prices are rebounding (2)
- Corporate profits very strong
- Obama continues to slide in the polls
- The global warming crowd is in big trouble
- Mortgage valuation: how much is due to Fed purchases?
- More foreclosure sales, please
- The dollar and the gold market
- Home sales strong
- Commodity update
- Exports still looking strong
- Bill yields return to zero
- TIPS valuation update (2)
- Commodity reflation recap
- Bond market volatility returns to "normal" levels
- TIPS valuation update
- Global equity recovery continues
- Industrial production and commodity prices
- It's not as bad as you think
- Dollar approaches critical levels
- Baltic and trade update
- Federal budget update
- Mortgage market update
- Unemployment claims update
- Commodity update
- Inflation expectations continue to rise
- Credit spread update
- The fatal flaw in healthcare reform
- Fear subsides, prices rise (14)
- Employment update
- TIPS valuation update
- Weekly claims update
- Yet another V sign
- Job losses continue to slowly decline
- Corporate layoffs have all but vanished (5)
- TIPS get a whiff of inflation concerns
- Thoughts on gold
- Car sales are rebounding
- Healthcare reform is doomed
- More good news from the ISM
- Construction spending update
- ISM index a clear V-sign
- Purely anecdotal—but impressive nonetheless
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November
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About Me
Favorite blogs
Favorite books
- "A Random Walk down Wall Street" -Burton Malkiel
- "FDR's Folly" -Jim Powell
- "I Am John Galt" -Don Luskin
- "Panic" -Andrew Redleaf and Richard Vigilante
- "Parliament of Whores" -P.J. O'Rourke
- "Popular Economics" -John Tamny
- "The Education of a Speculator" -Victor Niederhoffer
- "The Financial Crisis and the Free Market Cure" -John Allison
- "The Seven Fat Years" -Robert Bartley
- "The Way the World Works" -Jude Wanniski
- "Wealth and Poverty" -George Gilder
2 comments:
Did you post a chart in the last couple of weeks that showed the number of months it takes after a recession ends before umemployment drops? I can't recall where I saw it but I remember it being around 14-16 months afterwards. Any thoughts?
I've mentioned several times that the unemployment rate is a lagging indicator and that it doesn't usually peak until well after a recession ends. 14-16 months sounds reasonable. I've also said I don't think we'll have any meaningful decline in the unemployment rate until Q3/10 at the earliest.
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