No sign of a recession here.
Thursday, May 20, 2010
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2012
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May
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- More optimism, or less pessimism?
- Slow progress, but not a recession, and that's bul...
- Good and bad austerity
- How natural gas stimulates the economy
- Obama's tipping point
- More signs of a housing upturn
- Euro update
- Eurozone update
- What TIPS say about the future
- Weekly jobs data just keeps getting better
- Argentina debriefing
- What gold, commodities and the dollar tell us abou...
- Residential construction is definitely improving
- Industrial production remains healthy
- Some additional perspective on Europe
- Retail sales continue to be strong
- Federal budget outlook continues to improve
- Trade update: continued growth a positive
- Claims back on track
- Energy price update
- Eurozone banks: the sum of all fears
- 5 million new private sector jobs and counting
- Still no sign of a recession
- Weekly claims back on track
- Chart updates
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April
(38)
- Purmamarca, Argentina
- Tucumán, Argentina
- Thoughts on why real growth has been disappointing...
- Weekly claims update
- Truck tonnage continues to increase
- The Eurozone crisis has not proved contagious
- Capex no longer bullish
- Romney is sounding very presidential
- Another Apple blowout
- Confidence is up but still very low
- Housing prices continue to slide
- The Argentine Way of Business
- Buenos Aires
- Going to Argentina
- Understanding the risks of Fed policy
- Industrial production is still strong
- Housing continues its recovery
- Strong retail sales
- Storm hits Calafia Beach
- Bank lending continues to accelerate
- Reading the Treasury tea leaves
- Last week's increase in claims is not significant
- Federal budget update
- Europe needs spending cuts, not tax increases
- The threat of higher gasoline prices is receding
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May
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