Market Functioning Archive

Inflation – clear and present danger?

Food, fuel, and $/import prices present a triple negative supply shock. Now gold pushing $900 as LIBOR falls, commercial paper issuance increases, and ‘market function risk’ subsides. Downside risks to GDP are still not trivial. Consumer income and desire to spend it may be problematic, and banks and other lenders may further ...Read More

A blurb from a broker

(email) > > An impressive November Factory Orders report offered a respite from the > recent round of weak economic data. Yes, and maybe even nudge up Q4 forecasts (forecasting the past). Also, if you look at the continuing claims graph since 1980, it is very low, especially when considering the growth ...Read More