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Thursday, July 1, 2010
Autos
Auto sales came in at a SAAR of 11.1mm unit. Below the 11.4mm estimated, and below the lows of the 1991 recession.
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uh oh from CMI
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Baltic Dry vs. Container Index
Rogoff FT Opinion - No need for Fiscal Surge
Macquarie China Lunch Meeting - Interesting
Bernanke Preview
NABE survey
The Keynesians have learnt nothing - Niall Ferguson
NAHB index - yeesh!
Frank Texteira - Wellington Mgt. Legendary Chartist
Chinese blow out T-bonds
Deleveraging is a Myth
Fed Murders the Dollar - Daily Telegraph
Philly Fed Analysis
de Gaulle had it right
Econ Thursday- Empire State, Weekly Claims
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Rosie Quote
Inventory Adjustment is Over?
Wouldn't fit on BBi blog....
Rail Traffic
Boxer Rebellion Reprise (but this time with a diff...
Trade Deficit, Back to the Future
Small Biz still not hiring
Futility of Debt
Doug Kass, usually bearish, turns Bullish!!
Delinquencies Rise
Debt Daze
Confidential Merrill Report says Spain May tap EU-...
Jobs & Factory Orders ..Jobs weakish, Factory very...
Autos
It just keeps getting worse - ISM mfg & Home sales
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