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UNITED STATES
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United States


Dec 30 US Corps Bonds: Market liquidity dries up

Dec 23 ​​​Best Of Financial Iceberg 2013

​​Dec 23 Financial Iceberg Experiment

Dec 23 Financial Alchemy: SP500 Earnings ?

Dec 20 US Credit Markets: US Lite Covenant: Freshness without Protection ?

​​Dec 20 China s Stealth Tightening ?

Dec 19 The FOMC - SCR Factors - Bullish SP500 ?

Dec 18 FOMC forward guidance and Fed Funds Expectations

​​Dec 17 Short-Term Oil Outlook

Dec 16 SP500 Banking Sector : My Lost Interest

Dec 12 US Growth comes Mostly from Inventories

Dec 11 US Economy : Getting Stronger ?

Dec 9 Dow Jones Transport and Industrials and SP500: Maybe I Was Not that Puzzled ​?

​​Dec 6 Consumer Inflation Expectations and Oil: A Direct Link ?

Dec 5 Fed s Policy Guidance and Markets Reaction

Dec 4 Fed’s Press Conference: Market Impact

Dec 3 Survey of Professional US Forecasters Q4 2013

​​Dec 2 OIL: Over Inventory Level

Nov 28 US Vehicle Miles Driven : Stronger US Economy ?

​Nov 27 Short-Term Oil Outlook

​Nov 26 US Real Rates - a threat to Stocks ?

​Nov 25 Are US Rail Traffic Telling Us to Expect a Stronger Economic Activity ?

​​Nov 21 US GDP Forecasts Have Flattened ?

Nov 19 US Growth comes Mostly from Inventories

​​Nov 18 Risk of a Stock Market Melt-Up ?

​​Nov 15 SP500 Becoming a Monetary Aggregate Update; Any Short Term Correlation ?

Nov 14 US Gross Domestic Product (GDP) vs US Gross Domestic Income (GDI)

​​Nov 13 Is Monetary Policy Overburdened?

​​​Nov 12 ​SP500 Banking Sector : My Lost Interest

​Nov 12 The Tapering Debate

​​Nov 8 US Non-Farm Seasonals Inaccurate ?

​​Nov 7 SP500 Valuation and Monetary Policy

​​Nov 6 ​US Financial Alternatives Investments

Nov 4 US Economic Update: Steady Output and Weak Labor Markets
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Nov 4 SP500 and Interest Rates: IR Sensitive Sectors Already Turning ?

​​Nov 1 SP500 and St. Louis Fed Financial Stress Index: A Leading Indicator ?​

​Oct 31 US Economy : Trick or Treat : 7 Crucial Indicators ?

​​Oct 29 USD Index (DXY) Daily : All Aboard on the Mighty USD ?

​​Oct 28 Gold Prices and Juniors Gold Miners: Will they Shine Again ?

​​Oct 25 Are US Rail Traffic Telling Us to Expect a Stronger Economic Activity ?

​Oct 24 ​Market Liquidity during the 2013 Selloff in US Fixed-Income Markets ?

​Oct 22 ​US Banks Loan Performance

​​Oct 21 First Trust IPOX Index ETF (FPX) : Sexy and Risky ?

​​Oct 15 US News Impact on Financial Assets

Oct 10 US ​​Freight Shipments - Up Up in a Way ?

Oct 8 US Banks Margin Under Tremendous Pressure

​​Oct 7 USD Index (DXY) Daily : All Bearish on US Dollar - Beware ?

Oct 4 Will Unconventional Monetary Policy Be the New Normal?

​Oct 3 US Financial Bubbles: Stocks and Houses: Reality vs Expectations

​​​Oct 2 Are Banks Forward-Looking in Their Loan Loss Provisioning ?

Oct 2 US Governments: a Huge Drag on GDP ?

​​​Oct 1 US Housing Market - Another Bubble ?

​​Sep 30​ What Will Happen When Foreigners Stop Lending to the United States?

​​Sep 27 Against All Odds: US Budget Deficit Shrinking ?

​​Sep 27 The US Jobless Claims Number: Becoming Meaningless ?

​​Sep 26 US Non-Farm Seasonals Inaccurate ?

​​Sep 25 Short-Term Oil Outlook

​​Sep 24 SP500 Becoming a Monetary Aggregate Update; Any Short Term Correlation ?

​​Sep 23 ​Are US Rail Traffic Telling Us to Expect a Stronger Economic Activity ?

​Sep 20 FED Optimistic Forecasts...

​​Sep 19 Federal Reserve: Tapering Expectations : Rules of Engagement ?

​Sep 19 The US Financial Crisis Five Years Later

​​Sep 18 Mind the Gap (FED s Tapering): The Fed will Taper Sooner than Later ?

​​Sep 17 SP500 Becoming a Monetary Aggregate ?

​​Sep 13  Small Businesses Hit Hard by Weak Job Gains

Sep 12 ​Has the Effect of Monetary Policy on Asset Prices Changed ?

​​Sep 9 US August Non-Farm Payrolls Comments - Weak Number - But a Very Good Mix ?

​​Sep 6 ​​7 Economic Indicators Tells US Economy Still Healing ?

​​Sep 4 US Unconventional Monetary Policy (UMP) and Asset Prices

​​August 30 US Velocity of Money and SP500

​​August 29 Pain at the Pump: Running on Empty

​​August 28 Monetary Policy Tightening and Long-Term Interest Rates

August 28 ​​Why Small Business Lending Isn’t What It Used to Be

​​August 26 The Price of Stock and Bond Risk in Recoveries

​​August 23 After the Fall ( Financial crisis of 2007 )

​​August 22 US Third Quarter 2013 Survey of Professional Forecasters on US Economy

​​August 21 The Shadow Labor Supply and Its Implications for the Unemployment Rate

​​August 19 The Effect of Shifting Expectations for Future Monetary Policy on Current Interest Rates

​​August 15 The US Consumer Still Addicted to Debt ?

​August 14 US July Retail Sales Comments - A Good Report ?

​August 7 US Personal Income and GDP: Please Lower Your Expectations ?

​​August 5 US July Non-Farm Payrolls: The Hidden Weaknesses

​​August 2 US Growth comes Mostly from Inventories

​​July 30 US Q2 2013 Gross Domestic Product Forecasts: Trend is Weaker ?

​​July 24 US Vehicle Miles Driven : Picking Up ?

​J​uly 19 US Economy : 7 Critical Indicators of Potential Recession Flashing RED

​​July 16 US Retail Sales - June 2013 - All in For Cars ?

​​July 9 The US Consumer Addicted to Debt ?

​​July 8 US Non-Farm Payrolls Revisited - Strong Weaknesses

​​July 3 US Vehicle Miles Driven : Picking Up ?

​​June 28 US Economy : 7 Critical Indicators of Potential Recession Flashing RED

​​June 25 FED Optimistic Forecasts...

​​J​​une 17 US Retail Sales : Strong Sales, Really ?

​​June 14 The US Consumer Releveraging Again ?

​​June 11 US Transports Economic Pulse

​​J​une 10 US Non Farm Payrolls Overview Rediscovered

​​June 7 US Non Farm Payrolls - a Guesstimate

​​June 3 US GDP: Government and Inventories bring volatility ?

​​May 29
US Economy : 7 Critical Indicators of Potential Recession Flashing RED

May 28 ​The US Federal Government Spending : a Huge Fiscal Drag

May 21  ​US Vehicle Miles Driven : ​Slowing Down ?

May 15 ​US Retail Sales : Momentum Fading ?

May 14 ​The US Budget Deficit : Against All Odds

May 07 ​US Transports Economic Pulse : Trucks -- Boats - Planes - Trains

Apr 29 ​US Growth comes Mostly from Inventories

Apr 23 ​US Vehicle Miles Driven : ​Let s PARK IT

Apr 16 ​US Construction Sector : Building a trend...

Apr 10 ​​US Construction Jobs - A very Constructive Story

Apr 09 ​​US Transports Economic Pulse : Trucks -- Boats - Planes - Trains

Apr 03 Dr Copper and his funny friends disagree tremendously with SP500 level
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Apr 02 ​​The Exhausted US Consumer (part2)

Mar 28 The Exhausted US Consumer
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Mar 27 US Retail Sales : Very Soft Indeed

Mar 26 ​​Falling US Gasoline Demand : A Weaker US Economy ?

Mar 26 ​​The New US Industrial Renaissance

Mar 22 ​​FED Optimistic Forecasts...

Mar 21 ​​US Transports Economic Pulse : Trucks -- Boats - Planes - Trains

Mar 15 ​​US Unreal Retail Sales : Creative Seasonals

Mar 14 ​​US CEO s More Confident ?

Mar 13 ​​US Jobs Report - A Graphical Overview by Sector of Employment

Mar 12 ​​US Growth = Inventories

Mar 11 ​​US Jobs Report - The Hidden Weaknesses

Mar 08 ​​US Non Farm Payrolls - a Guestimate

Mar 06 ​​US Restaurant Index and US Consumer More Confident ?

Feb 28 US Restaurant Index and US Consumer Confidence
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Feb 20 ​​US Transports Economic Pulse : Trucks -- Boats - Planes - Trains

Feb 13 ​​US Retail Sales Chill - A Frozen US Consumer ?

Feb 12 ​US Economy - Growth Still coming from Borrowing ?

Feb 04 ​​US Construction Jobs - A very Constructive Story