recession

Battle Lines In The Fed Medicated Markets: Economists v. Bonds

By David Stockman. Posted On Friday May 30, 2014

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

By David Stockman. Posted On Thursday May 29, 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

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

By David Stockman. Posted On Tuesday May 20, 2014

The Canary In The Greeter’s Aisle: No “Escape Velocity” At Wal-Mart

By David Stockman. Posted On Friday May 16, 2014

Inside The April Jobs Report: The Plummeting Participation Rate Is Now In Uncharted Territory

By David Stockman. Posted On Sunday May 4, 2014

Consumers Are Dropping, Not Shopping: Here’s The Proof

By David Stockman. Posted On Thursday May 1, 2014

March Durable Goods: Sawtoothing Along The Flat Line

By David Stockman. Posted On Friday April 25, 2014