Tag Archives: deflation

Alarming Report from ECRI

Given the free-fall decline in worldwide equity markets, any new insight into the global economy is particularly valuable right now. The Economic Cycle Research Institute (ECRI) published a report last week with the rather innocuous title “A Shrinking Trade Pie.” … Continue reading

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Posted in Article Links - External, Economic Indicators, Fundamental Analysis, Market Commentary, Market Timing, Risk Management | Tagged , , , , , | Leave a comment

Housing Starts Only Bright Spot This Week

Housing starts were the only bright spot in another dismal week of economic data in the U.S. The following post provides an overview of the major economic releases from this week as well as an update on market conditions, including … Continue reading

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Posted in Economic Indicators, Market Commentary, Market Timing, Uncategorized | Tagged , , , , , , , , , | Leave a comment

Fed Rides to the Rescue – On a Broken-Down Horse

The Federal Reserve announced today that they will continue Operation Twist through the end of 2012.  Given the ongoing problems in Europe and the widespread weakness in the global economy, the Fed was widely expected to take substantive action to … Continue reading

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More Weak US Economic Data Last Week

The US economic news continued to deteriorate last week, but the market was focused exclusively on the Greek vote and failed to acknowledge the latest economic developments. The following post provides an overview of the major economic releases from last … Continue reading

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