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The One Solution To The Euro Crisis That No One Is Talking About
On October 25 I wrote about what, at the time, looked like an overvalued EURUSD (it was 1.3950). Zero Hedge had an article attributing the strength to ongoing capital repatriation by EU (primarily...
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Actually, The Unemployment Trend Is More Important Than The Rate During...
WASHINGTON (AP) — Unemployment is higher than it's been going into any election year since World War II. But history shows that won't necessarily stop President Barack Obama from reclaiming the White...
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An Alarming Development In China That Everyone Has Missed
“I think this move is a sign of weakness and will only increase the likelihood that the winds of change from the Arab spring will reach China. The Chinese middle class, while enjoying their new...
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Here They Go Again: Iran Threatens To Shut Down Straight Of Hormuz
TEHRAN, Iran (AP) -- An Iranian newspaper quotes a senior commander in Iran's Revolutionary Guard as saying that Tehran's leadership has decided to order the closure of the strategic Strait of Hormuz...
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More Proof That We're Going To Need To Build A Lot More Homes
2012 is likely to be the year which thoroughly debunks the idea that America still has the huge pile of empty houses that will doom the construction industry for years to come. We've made the case...
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Weekly Bull/Bear Recap: New Year’s ‘12 Edition
Bull + U.S. economic data continues to shine. Let us count the ways: U.S. ISM manufacturing logs its best result since June; led by New Orders, Production, and Employment. Auto demand remains strong...
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Are We About To See A Fiscal Policy Game-Changer In 2012?
A lot of time and effort is spent analyzing what the Federal government will do with regards to spending. The bad news, from a growth point of view, is that there's very little scope for the...
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Why The Plunge In Apartment Vacancies Is A Really Big Deal
This morning we mentioned how apartment vacancies had fallen to their lowest level since 2001, offering up yet another reason to be (somewhat) bullish on housing in 2012. But it's a bigger deal than...
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The Great Leading Indicator Smackdown: ECRI Vs. WLI
Periodically I update a series of overlays comparing the ECRI Weekly Leading Index (WLI) and the Conference Board's monthly updates of its index of Leading Economic Indicators (LEI). The most recent...
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America's Secret Demographic Trump Card
From Goldman Sachs, some interesting perspective on demographics. And for a little more perspective, here's the working-age population growth rate in Japan, a country that's the closest analogue to...
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JEFF GUNDLACH: Here's Another Demographic Advantage The US Has Over The Rest...
More and more, we've been hearing about how the U.S. economy has pretty good fundamentals relative to the rest of the world. One reason is because the U.S. has great demographic trends. Earlier, we...
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SocGen: It Would Be 'Easy' For Iran To Shut Down The Strait Of Hormuz, And...
Iran's threat to shut down the strait of Hormuz -- a potential retaliatory measure against oil sanctions -- has obviously emerged as one of the hottest economic risks in the world right now. SocGen...
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The 10 Big Stories You Missed In The Past Week (BKS, RBS, UBS, EK, AA)
Don't blame yourself if you missed a few key things this week. Even with one eye on CNBC and the other on your Bloomberg terminal, it's likely you'd only remember the job announcements. Unemployment...
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Don't Be Fooled By All Of The So-Called 'Market Wisdom'
NEW YORK (AP) — Everybody knows that January predicts the stock market's direction for the year and that the best time to sell stocks is at their spring peak. And among stock market experts, it's a...
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Goldman's Jim O'Neill: Let Me Tell You About The 'S&P 5-Day Rule'
Jim O'Neill, the Chairman of Goldman Sachs Asset Management, is out with his latest note to clients. As usual, O'Neill discusses the mountain of global economic data we got in the past week....
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An Intriguing Idea From Goldman: Buy Italian Bonds, Short The French
An interesting trade idea from Goldman's Francesco U. Garzarelli: We recommend positioning for a compression of the yield spread between Italy and France at the 10-yr sector, currently 376bp and not...
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'OCCUPY NIGERIA': Huge Strike Brewing As President Moves To End Fuel Subsidies
LAGOS, Nigeria (AP) — Nigerian lawmakers on Sunday turned against the president's decision to end government fuel subsidies that kept gasoline prices low, just ahead of a planned labor strike that...
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There's A Reason Nobody Is Buzzing About Today's ECB Meeting
Later today, the ECB will make its latest rate decision. The meetings hasn't generated much buzz. The reason? Probably because of this: Nobody expects much to happen. Here's the basic expectations,...
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