The Week That Was Stormy

Written by Stephen Swanson A shortened trading week was not affected by economic releases and during the past week we saw a slew of releases generally confirming our picture of stable but anemic growth but with hints of strength in the US and mixed signals from Europe and China and with risks posed by the …

The Week That Was: 27 October 2012

Making Slow Progress Written by Stephen Swanson The economic data released during the past week tended to be solid and confirming with no sharp breaks from past trends and nothing to change the course of our thinking. If anything, we better understand the inner workings of the new normal and our limited prospects for growth.

The Week That Was 20 October 2012

Written by Stephen Swanson Much economic data was published this past week and the scope of the releases was sufficiently broad as to allow inferences to be drawn as to how most sectors of the economy are performing even though the picture remains mottled and messy. Economic cross currents arising from anemic domestic growth, slowing …

The Week That Was, 29 September 2012

by Stephen Swanson We enjoyed a week very rich in US economic data releases covering most sectors of the economy including final revisions to estimates for second quarter growth in GDP and readings on industrial production, business investment, residential investment, consumer confidence and consumer incomes and spending. We’ll review the releases and see if we …