This is the table that accompanies the weekly economic review article: Japanese Meltdown Will Inhibit Recovery.
Weekly Economic Release Scorecard: |
||
| Item | Headline | Analysis |
| February Leading Economic Indicator | Up | Not indicating real economy dynamics |
| March Philly Fed Survey | Up | New Orders at record levels |
| February Industrial Production | Down | In this case down is up – manufacturing improved |
| February Consumer Price Index | Up 2.1% | Energy & food driving forces |
| February Producer Price Index | Up 5.6% | Again driven by food and energy |
| February New Housing Permits | Down | The data is bad and the trend remains down |
| February Sea Container Counts | Up | Although up, data is much less good in February |
| February Import/Export Prices | Up | USA is exporting inflation |
| January Home Prices | Down | CoreLogic says prices fell 5.7% |
| March Empire State Survey | Up | Everyone’s eyes are on Japan |
| Exchange Rate Appreciations | Currency appreciations can cure global imbalances | |
| Global Crisis | What we think are important relate to energy | |
| January JOLTS | Shows why January Jobs Report was so bad | |
| Oil Prices | How Libyan unrest will play out in energy prices | |
| Dividend Paying Stocks | How dividends stabilize portfolio returns | |
| Market Volatility | Jeff Miller questions if it is time to head to the door? | |
| U.S. Equities | Eric McCurdy says market broke support levels | |
| India | Ajay Shay suggests how to break bad governance | |
| MERS Crisis | William Black points out unintended consequences of mortgage industry actions | |
| U.S. Dollar | Michael Pettis discusses the future of the world reserve currency | |
| Economic Theory | L Randall Wray discusses reasons economics has gone astray | |