Weekly Econoreadings

Consumer confidence sinks

http://www.zerohedge.com/news/consumer-confidence-collapses-592-442-lowest-april-2009-hopium-ends-outlook-crushed

ECRI’s view on the recession: video

http://www.ritholtz.com/blog/2011/08/ecri%E2%80%99s-achuthan-jury-still-out-on-recession/

EU data

http://globaleconomicanalysis.blogspot.com/2011/08/eurozone-retail-sales-drop-4th-straight.html

Remember this picture?

http://www.zerohedge.com/contributed/theteleprompter-chief-and-his-jobs-programs

Potential peak in corporate profits?

http://www.ritholtz.com/blog/2011/09/corporate-profits/

Roubini and the recession:

http://www.zerohedge.com/contributed/roubini-sees-60-chance-double-dip-2012-china-and-brazil-also-risk

Rail traffic turns negative

http://pragcap.com/rail-traffic-turns-negative

No comments:

http://globaleconomicanalysis.blogspot.com/2011/09/2-year-10-year-treasury-yields-at.html

Weekly Econoreadings

Greece, European Central Banks, and other PIIGS…. broke?

http://market-ticker.org/akcs-www?singlepost=2581749

http://www.zerohedge.com/article/sp-downgrades-four-main-greek-banks-b-ccc-deposit-flight-concerns-and-well-general-bankruptc

http://globaleconomicanalysis.blogspot.com/2011/06/bond-market-rejects-greek-solution.html

Could the Eurozone break up?

http://www.investorsinsight.com/blogs/thoughts_from_the_frontline/archive/2011/06/18/could-the-eurozone-break-up.aspx

Leading indicators pointing souths & ECRI – Slowdown coming

http://www.ritholtz.com/blog/2011/06/ecri-prolonged-u-s-slowdown-underway/

http://pragcap.com/oecd-leading-indicators-pointing-south

Other economic news

http://www.zerohedge.com/article/historic-collapse-philly-fed-which-prints-77-expectations-70-weakest-july-2009-biggest-3-mon

http://www.ritholtz.com/blog/2011/06/surplusdeficit-as-a-of-gnpgdp/

Reading

http://www.zerohedge.com/article/great-stagnation-2011

On Greece and Spain

Some articles about the situation in Greece

http://www.zerohedge.com/article/greece-downgraded-bb-b-warns-commercial-debt-rescheduling-typically-constitutes-default

http://globaleconomicanalysis.blogspot.com/2011/05/s-cuts-greek-debt-2-notches-deeper-in.html

Europe (Greece, Portugal, Ireland and Spain)

http://globaleconomicanalysis.blogspot.com/2011/05/true-finns-party-chairman-greece.html

Spain:

http://globaleconomicanalysis.blogspot.com/2011/05/prepare-for-bailout-of-spain-spanish.html

Weekly Econoreadings

US Food Stamp. Amazing numbers. New Record: 44.1 million!!! Shit!!!

http://globaleconomicanalysis.blogspot.com/2011/03/roubini-founded-consulting-firm-sees.html

Video: John Taylor: We’re going into a recession, damm it

More on debt

http://www.zerohedge.com/article/5-trillion-us-and-european-funding-needs-over-next-3-years-how-long-until-global-monetizatio

Some thoughts about Spain:

http://www.zerohedge.com/article/guest-post-forget-middle-east-spain-still-elephant-european-room

Default of US states and cities?

http://globaleconomicanalysis.blogspot.com/2011/03/roubini-founded-consulting-firm-sees.html

Who will buy Treasuries?

http://www.ritholtz.com/blog/2011/03/treasury-bought-buying-buy/

Goldman TA

http://www.zerohedge.com/article/goldmans-noyce-how-play-large-sp-correction-coming-fx-and-all-fx-charts-matter-next-week

Weekend Econoreadings

First mutual fund inflow in many months

http://www.zerohedge.com/article/biggest-market-sell-months-coincides-largest-domestic-equity-inflow-years-both-which-arent-s

Spain and the Cajas

http://www.zerohedge.com/article/spain-bail-out-cajas-more-billions-taxpayer-funded-risk-transfer

Defaulting cities?

http://globaleconomicanalysis.blogspot.com/2011/01/la-mayor-says-no-question-youll-see.html

http://www.zerohedge.com/article/nyt-reports-states-looking-ways-file-bankruptcy-muni-bondholders-be-gmed

Rail activity

http://pragcap.com/rail-recovery-continues-however-growth-slows

Inflation

http://www.zerohedge.com/article/john-taylors-controversial-outlook-inflation-not-here-not-now

Weekend Econoreadings

Weekend Summary

http://www.ritholtz.com/blog/2011/01/succinct-summation-of-weeks-events-12/

European Bonds and the Euro

http://globaleconomicanalysis.blogspot.com/2011/01/portuguese-spanish-bonds-smacked-on.html

http://globaleconomicanalysis.blogspot.com/2011/01/italy-invisible-elephant.html

Baltic Dry Index continues to move lower

http://www.zerohedge.com/article/baltic-dry-free-fall-continues-4-drop-3rd-consecutive-day-lowest-april-2009

Predictions for 2011 from Mish

http://commoditywatch.podbean.com/2011/01/06/predictions-for-2011-part-v-with-mike-mish-shedlock/

 

Econoreadings

PIIGS exposure table

http://globaleconomicanalysis.blogspot.com/2010/12/pigs-exposure-table-explaining-panic-by.html

Fed holdings of Treasuries is increasing. Worldwide holder number 1

http://www.zerohedge.com/article/end-todays-68-billion-pomo-total-fed-treasury-holdings-now-pass-hits-972-billion

Strikes in Greece

http://www.zerohedge.com/article/new-general-strike-paralyzes-greece-100000-protesters-take-athens-streets

Spain under pressure

http://www.zerohedge.com/article/moodys-put-spains-aa1-rating-downgrade-review-eurusd-freefall

Some thoughts on CPI (inflation) and Industrial Production and Capacity Utilization

http://pragcap.com/a-few-thoughts-on-this-mornings-data

Nueva tienda Boffi en Madrid | diariodesign.com

Nueva tienda Boffi en Madrid, 500 m2 en pleno barrio de Salamanca. | diariodesign.com.

Thursday Econoreadings

Today main topic is Spain and its role in the new European crisis

http://www.zerohedge.com/article/merkel-points-serious%E2%80%99-bailout-risk-spanish-bonds-drop-reggie-middleton-says-%E2%80%9Cya-damn-skippy

http://www.financialsense.com/node/3186

http://pragcap.com/spanish-portuguese-yields-hit-fresh-highs

http://www.zerohedge.com/article/spains-self-reinforcing-collapse-and-why-it-will-get-much-worse-soon

http://www.zerohedge.com/article/its-official-there-not-enough-money-bail-out-spain

Others:

US Housing double dip:

http://pragcap.com/fhfa-housing-double-dip

 

http://www.zerohedge.com/article/irish-financial-system-collapses-we-present-goldmans-recent-thoughts-bank-ireland

 

http://www.zerohedge.com/article/29-consecutive-equity-mutual-fund-outflows

 

http://pragcap.com/inflation-inflation

 

Wednesday Econoreadings

US Q3 Revisions

http://www.zerohedge.com/article/q3-second-revision-25-vs-24-expected-inventory-build-slowdown-punish-q4-gdp

 

http://www.safehaven.com/article/19074/irelands-solution-turns-to-worries-over-portugal-and-spain

http://globaleconomicanalysis.blogspot.com/2010/11/irish-pm-dissolves-government-spanish.html

To read (richer get richer, insider trading, debt hold by the Fed, and North&South Korea tensions)

http://www.ritholtz.com/blog/2010/11/david-cay-johnston-the-rich-get-richer-they-have-you-to-thank/

http://www.zerohedge.com/article/gasparino-implications-latest-insider-trading-spectacle

http://www.zerohedge.com/article/today-biggest-holder-us-debt-united-states-america

http://www.zerohedge.com/article/north-korea-attacks-south-korea-yellow-sea-island-south-korea-highest-non-wartime-alert-resp