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Why Japan and US are Going Through the Motions 

The Japanese Prime Minister is coming to the US next week despite the fact he is not going to be celebrating the trade deal that was supposed to be in…

Looks Like the Bloom is Off the Rose

The state by state jobs reports are in and the expected has emerged and it is not happy news for the folks in the energy sector. Texas lost some 25.000…

Early Earnings Scorecard.

We’ve said it before, but FactSet does a phenomenal job of tracking the earnings season and summarizing the bulk of the information coming out from US corporations. Here are some…

Irony or a Troubling Trend on Identity Theft? $

  I got to be one of the lucky ones this year who got a note back from the IRS saying that a tax return had already been filed on…

Finally – Some Good News Out of Europe  $

After months and months of reports that suggest that growth will miss forecasts in most of Europe there is a report of a country that is going to see greater…

More Doubt as to Rate Hike Timing

The League of Organized Fed Watchers (LOOFA) has had its hands full the last few months as they try to determine what way the Open Market Committee members might tilt…

Industrial Production Slips $

Much of the data that has emerged regarding the industrial sector is about what one would expect and thus far it doesn’t appear that the markets are getting all that…

Note on Bankruptcies – Stop and Think. $

Our partners over at the National Association of Credit Managers sent out a note today regarding bankruptcies. Thus far in 2015, commercial bankruptcies overall were down for the first quarter…

Atlanta Fed Update on GDP after Housing Starts.

As one would expect, the weaker housing starts data mentioned above has impacted Q1 GDP.   The Atlanta Fed’s GDP NOW forecast has Q1 GDP currently trending at about .1%.  This…

Housing Starts “Improve”. $

We don’t mean to be flippant about the headline. Housing starts did increase in March from an annualized rate of 908,000 to 926,000. But, this is so far off of…

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