Category Archives: Economics

S&P500 Down First Six Days of June – Party Like It’s 1991?

Posted on June 9, 2011 by macromon

The S&P500 closed 0.42 percent lower today, the sixth consecutive down day to start the month of June.   Only once in the past 60 years has the S&P started June with six straight  lower closes.   After an 18.24 percent early … Continue reading →

Posted in Charts, Economics, Equities, Politics | Tagged , , , | 3 Comments

U.S. Nonfarm Employment – M/M Change in Selected Industries

Posted on June 7, 2011 by macromon

(click here if chart is not observable)

Posted in Economics, Employment | Tagged , , | Leave a comment

Chart of the Day: Productivity During the Great Recession

Posted on June 1, 2011 by macromon

They always told us that bars do well during tough economic times and are a counter-cyclical industry.  For proof (abv),  go no further than our Chart of the Day from the BLS.  The data measures “productivity in the selected industries … Continue reading →

Posted in Chart of the Day, Economics | Tagged , , , | Leave a comment

U.S. Regional Unemployment Rates

Posted on May 26, 2011 by macromon

An informative chart from the BLS showing the unemployment rate by region.  Last month,  the highest regional unemployment rate in the United States was in the West at 10.4 percent. The Northeast and Midwest had the lowest rates, 8.0 and … Continue reading →

Posted in Economics | Tagged , , , , | 1 Comment

The New Economic Stimulus: Default on Your Mortgage?

Posted on May 24, 2011 by macromon

Jim Cramer had an “Eureka Moment” on his  show last night: When 17 million people cease paying their mortgages… and that’s if everybody does… you have 17 million people losing the biggest monthly payments they have to make, totally at … Continue reading →

Posted in Apple, Bonds, Economics, Housing | Tagged , , | 4 Comments

Components of the Official U.S. Inflation Rate

Posted on May 18, 2011 by macromon

(click here if charts are not observable)

Posted in Economics, Inflation/Deflation | Tagged , , | Leave a comment

The Line on the Next IMF Boss

Posted on May 18, 2011 by macromon

O Armenio, where art thou?   Always thought the IMF has an extreme distaste for hedge funds.   Our bet another WYB (Western Yurp Bureaucrat)  ‘cuz that’s what the IMF is full of. (click here if chart is not available)

Posted in Charts, Economics, Euro, Sovereign Debt, Sovereign Risk | Tagged , , , | 2 Comments

WalMart Says “Serious Inflation” Cometh

Posted on April 1, 2011 by macromon

Last week we wrote you better “prepare for sticker shock at WalMart, the Gap, and Costco in the near future.”  In our post,  Inflation Cometh: The End of Cheap Chinese Goods, we cited Li Fung, which sources goods for WalMart,  declaring … Continue reading →

Posted in China, Economics, Monetary Policy | Tagged , , | 1 Comment

China’s Collasping Demographic and the End of Chimerica

Posted on March 23, 2011 by macromon

…by far the most massive falloff in young manpower is set to take place in China. Over the next 20 years, by the Census Bureau‘s projections, this key working age group will be falling in China by fully 100 million … Continue reading →

Posted in China, Demographics, Economics, Geopolitical | Tagged , , , | 4 Comments

Chart of the Day: Japan’s Share of the Global Economy

Posted on March 14, 2011 by macromon

(click here if chart is not observable)

Posted in Economics, Japan | Tagged , , , , , | 2 Comments