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Does the weak Fed statement re-set the dollar reflation play?

Economics This Week’s Data Weekly mortgage applications jumped 8.5%, the first increase in a month. The October Institute for Supply Management’s nonmanufacturing index came in at 50.6 versus expectations of 52.0 and 50.9 recorded in September...

Published 11-05-2009 8:27 AM by Steve Cook

Filed under: jobless claims, FOMC meeting
This Market may be over sold short term but it is still time to sell

Economics This Week’s Data September new home sales fell 6.2% versus expectations of a 2.5% increase. Weekly jobless claims declined 1,000 versus estimates of down 6,000. http://www.calculatedriskblog.com/2009/10/weekly-initial-unemployment-claims...

Published 10-29-2009 8:33 AM by Steve Cook

Filed under: GDP, jobless claims
The revenues-are-key thesis seems to be working

Economics This Week’s Data Weekly mortgage applications fell 5.0% after a couple of big up weeks. August business inventories dropped 1.5% versus expectations of a 1.2% decline; business sales rose 1.0% meaning business continue to burn through...

Published 10-15-2009 8:31 AM by Steve Cook

Filed under: jobless claims, CPI, business inventories
Schizophrenic day

Economics This Week’s Data The final second quarter gross domestic product came in down 0.7% versus expectations of down 1.2% and the prior number of down 1.0%; second quarter corporate profits were off 19.2% on a year over year basis versus a decrease...

Published 10-01-2009 8:25 AM by Steve Cook

Filed under: GDP, jobless claims, personal income, Chicago PMI
A day of sound, signifiying nothing

Economics This Week’s Data Weekly mortgage applications rose 5.6%. Weekly jobless claims fell 21,000 versus expectations of a 5,000 increase; this is the third significant drop in claims in as many weeks. http://www.calculatedriskblog.com/2009/09...

Published 09-24-2009 8:25 AM by Steve Cook

Filed under: jobless claims, gold
You can't keep a good market down

Economics This Week’s Data Weekly mortgage applications rose 3.8%, the third increase in as many weeks. Weekly jobless claims were up slightly versus expectations that they would be down slightly (this article is short in length): http://www.calculatedriskblog...

Published 08-20-2009 8:29 AM by Steve Cook

Filed under: jobless claims, Obamacare, recession, deflation
Will the Fed's statement re-ignite the inflation trade?

Economics This Week’s Data May durable goods orders came in surprisingly strong, up 1.8% versus expectations of a 1.5% decline; ex transportation, the number was also up +1.1%. http://econompicdata.blogspot.com/2009/06/durable-goods-update.html...

Published 06-25-2009 8:33 AM by Steve Cook

Filed under: new home sales, GDP, jobless claims, durable goods orders
For the moment, I grin and bear it

Economics This Week’s Data Weekly mortgage applications rose 5%. First quarter productivity was reported up 0.8% versus expectations of up 0.3% and a decline in the fourth quarter of 2008 of 0.4%; unit labor costs rose 3.3% versus estimates of an...

Published 05-07-2009 8:33 AM by Steve Cook

Filed under: jobless claims, stress test, volatility index
Nice try, still no cigar

Economics This Week’s Data Weekly mortgage applications (secondary indicator) were reported down .6%. March personal spending fell .2% versus expectations of a .1% decline and an increase of .2% in February. http://econompicdata.blogspot.com/2009...

Published 04-30-2009 8:25 AM by Steve Cook

Filed under: jobless claims, China, personal income, personal spending, Fed statement
Stock prices still holding in a narrow range. But can it last?

Economics This Week’s Data Weekly jobless claims rose 27,000 versus expectations of a 32,000 increase. http://www.capitalspectator.com/archives/2009/04/the_peak_still.html#more March existing home sales fell 3% much greater than the 0.4% estimates...

Published 04-24-2009 8:32 AM by Steve Cook

Filed under: durable godds orders, jobless claims, existing home sales
OK, I lied.

Economics This Week’s Data Weekly mortgage applications (secondary indicator) rose 11%. http://mjperry.blogspot.com/2009/04/mortgage-applications-increase-by-676.html February wholesale inventories dropped 1.5% versus estimates of a .8% decline;...

Published 04-09-2009 8:17 AM by Steve Cook

Filed under: jobless claims, mortgage applications
Watch this morning's FASB votes

Economics This Week’s Data The Institute for Supply Management reported its March manufacturing index at 36.3 versus expectations of 35.8 and 35.8 recorded in February; it’s the third increase in a row (a trend?): http://econompicdata.blogspot...

Published 04-02-2009 9:02 AM by Steve Cook

Filed under: auto sales, ISM, jobless claims, construction spending
I liked yeserday's pin action

Economics This Week’s Data Weekly mortgage applications rose 4.2%. spurred by lower interest rates/rising refinancings. http://mjperry.blogspot.com/2009/03/record-low-mortgage-rates-boost.html February new home sales were up 4.6% versus expectations...

Published 03-26-2009 8:43 AM by Steve Cook

Filed under: new home sales, jobless claims, budget deficit, mortgage applications
Somebody please make a decision

Economics This Week’s Data Weekly mortgage applications (secondary indicator) rose 7.1%. Weekly jobless claims rose 9.000 versus expectations of a 6,000 increase. http://www.calculatedriskblog.com/2009/03/unemployment-claims-continued-claims-at...

Published 03-12-2009 8:32 AM by Steve Cook

Filed under: jobless claims, mortgage applications, omnibus spending bill. mark to market
Resume lightening up

Economics This Week’s Data The February Institute for Supply Management nonmanufacturing index fell to 41.6 versus January’s reading of 42.9 and expectations of 41.0. http://econompicdata.blogspot.com/2009/03/ism-services-february.html Weekly...

Published 03-05-2009 8:28 AM by Steve Cook

Filed under: ISM, jobless claims, China, mortgage bailout

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Have You Seen This?

Does the weak Fed statement re-set the dollar reflation play?

This Market may be over sold short term but it is still time to sell

The revenues-are-key thesis seems to be working

Schizophrenic day

A day of sound, signifiying nothing

You can't keep a good market down

Will the Fed's statement re-ignite the inflation trade?

For the moment, I grin and bear it

Nice try, still no cigar

Stock prices still holding in a narrow range. But can it last?

OK, I lied.

Watch this morning's FASB votes

I liked yeserday's pin action

Somebody please make a decision

Resume lightening up