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Recent Posts
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Category Archives: Housing
It’s beginning to look a lot like? Choose your analog…
It’s the end of the first half and we’ve updated our Presidential Stock Cycle, Decennial, and 1991 analog charts. Click here, here, and here for background. Note, the predicted performance of the Presidential and Decennial analogs are constructed from the … Continue reading
Posted in Equities, Housing, Policy, Politics
Tagged Analog charts, Presidential Stock Cycle, S&P500
1 Comment
Lumber Prices: Leading Indicator for Private Nonfarm Payrolls?
In the chart below we take a look at the relationship between lumber prices and private nonfarm payrolls. Clearly they tend to move together on a monthly basis. One of the transmission mechanisms of monetary policy is the impact … Continue reading
Posted in Charts, Commodities, Employment, Housing
Tagged Lumber Prices, Nonfarm Payrolls
4 Comments
The New Economic Stimulus: Default on Your Mortgage?
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 Consumer Spending, Cramer, Mortgage Default
4 Comments
Global Macro Monitor 