economy

How Draghi’s Whack-A-Mole Policy Goosed Sovereigns And Slammed Lending

By David Stockman. Posted On Thursday May 29, 2014

Japan’s Great Keynesian Rebuke: Abenomics Has Wiped Out ItsTrade Accounts—-Exactly Opposite The Theory

By David Stockman. Posted On Wednesday May 28, 2014

The Essence Of Abenomics: Swapping Japan’s Historical Trade Mercantilism For Keynesian Financialization

By David Stockman. Posted On Wednesday May 28, 2014

Big Holes In The Two-Month CapEx Rebound Story: The Trend Has Been Nearly Flat Since 2012

By David Stockman. Posted On Tuesday May 27, 2014

Sell-Side “Pent-Up Demand” Fantasy: Q1 Retail Profit Outlook Went From +13% to -4% (Actual) In 90 Days

By David Stockman. Posted On Friday May 23, 2014

Startling Clues In Dismal Wal-Mart/Target/Staples Sales Trend: Virtual Repeat of 2007-08 Plunge Into The Great Recession

By David Stockman. Posted On Friday May 23, 2014

Total Y/Y Home Sales Down 7%, But Plunged 17% At Bottom (<$100k) While Up 7% At Top (>$1m)

By David Stockman. Posted On Thursday May 22, 2014

The Perverse Impact Of ZIRP: Old People Keep Working, Young People Live In Their Basement

By David Stockman. Posted On Thursday May 22, 2014

Trickle-Down Wealth Effects Don’t Work: Faltering Growth After QE3&4 Prove It

By David Stockman. Posted On Tuesday May 20, 2014

The “Recovery” Fizzle Is Global—Even Fed Doves Like Rosengren Are Doubting Their Handiwork

By David Stockman. Posted On Friday May 16, 2014