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Aug 14, 2014
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Weekly jobless claims, Virus charts
Economic Releases
Mar 26, 2020
Big spike up: New daily global confirmed cases growing: US cases growing rapidly and soon to surpass Italy and China to take the lead globally:
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Rig count, US Services, UK services, Euro zone services
Economic Releases
Mar 24, 2020
Oil capex collapsing: Service sectors collapsing:
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Philly Fed, Claims, Hotels, Restaurants, Lending, Germany
Economic Releases
Mar 19, 2020
All going to heck, no explanations necessary:
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NY manufacturing, China Industrial production, Restaurant traffic, Stocks
Economic Releases
Mar 16, 2020
Here we go, and lots more of same to come. This is for March: Through Feb:
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Hotel occupancy, Consumer sentiment, Export and import prices, Rig count
Economic Releases
Mar 13, 2020
Effects of virus starting to hit US economy: As expected, the lower price of oil will cut capital expenditures and eventually output:
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Lending, Weather adjusted employment, Japan
Economic Releases
Mar 09, 2020
The mini spike in real estate lending from the drop in rates is already fading: The Japanese economy shrank 7.1 percent on an annualized basis in the fourth quarter of 2019, worse than an initial estimate of a 6.6 percent contraction and following a downwardly revised 0.1 percent growth in the previous
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Employment, Trade, Rails, Earnings
Economic Releases
Mar 06, 2020
I suspect these numbers will be subject to large downward revisions, particularly today’s release, and the downtrend will continue. This is much like the other indicators that had recently blipped up and then reversed: Wage growth, for example, has been decelerating, while the narrative is that everyone is working and there are
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Durable goods orders, Employment, Trump job approval
Economic Releases
Mar 05, 2020
Just updated for January, well before the virus, and already trending lower: Monthly employment report tomorrow. It’s been decelerating for quite a while and looks to slow further: Trump seems to be losing support during the last week or so?
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ADP, ISM, Markit services PMI, Swiss services, Japan, China services, Vehicle sales
Economic Releases
Mar 04, 2020
Beat down by the tariffs, virus effects soon to come: Nice move up against the trend. We’ll see if it reverses like the Markit survey has: Examples of a recent reversals: Bit of a move down here as the virus slows things down in China: Still decelerating:
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ISM, Construction spending, Bank loans, HK chart, Headlines, CEO departures
Economic Releases
Mar 03, 2020
Another one of those brief moves up after the long slide seems to be reversing: The ISM Manufacturing PMI for the US declined to 50.1 in February of 2020 from 50.9 in January and below market expectations of 50.5. New orders contracted (49.8 from 52), production slowed (50.3 from 54.3) and both
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