Historical Archives

How The Fed Turned A Flood Of Treasury Debt Into A Scarcity Of Repo Collateral

By David Stockman. Posted On Thursday August 14, 2014
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Consumers Still Sitting On Wallets: O% July Retail Gain Isn’t “Sizzling Rebound” From Bad Weather

By David Stockman. Posted On Thursday August 14, 2014
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The Decelerating Trend In Real Retail Sales Is Unmistakable: From 3-4% in 2010-12 to 1-2% Now

By David Stockman. Posted On Thursday August 14, 2014
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Sanctions Boomerang: EU Exporters Facing Rotten Tomatoes, Spoiled Peaches And Rancid Cream Cheese

By David Stockman. Posted On Wednesday August 13, 2014
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The Housing Unrecovery Continues Apace: Mortgage Apps Hit 14-Year Low

By David Stockman. Posted On Wednesday August 13, 2014
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China’s Debt Machine Seizes-Up: July Credit Growth Plunges To Post-Crisis Lows

By David Stockman. Posted On Wednesday August 13, 2014
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Corporate Welfare Queen, Tesla Motors, Getting Dirty, Too: Seeks Exemption From Ronald Reagan’s Clean Air Act

By David Stockman. Posted On Wednesday August 13, 2014
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More On Yellen’s Invisible Bubbles: Meet Goldman’s FIGSCO—or “Fixed Income Structured Covered Obligation”

By David Stockman. Posted On Wednesday August 13, 2014
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Hillary the Hawk Is Out of Her Cage

By David Stockman. Posted On Wednesday August 13, 2014
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The “JOLTS” Which Don’t Refresh: There’s A Disconnect In The BLS Job Openings Numbers

By David Stockman. Posted On Wednesday August 13, 2014
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