Blog Archives

The mid-week trend update (US Economy and Markets): European GDP, Housing starts on the upswing, PPI weakens further

Industrial production down 0.5%, Jobless claims back up at to 360k The Thursday Morning shocker from the Housing report was no reason for markets to worry about US economic recovery in 2013 but a drop in Industrial production for April

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Posted in Financial Markets

US Economy:(April 2013 Jobs report) Productivity increases to carry GDP recovery?

Though deeper data slices have yet not been attended to at known blogs( the best yet at calculatedriskblog.com), tonight’s Jobs report was more than an optimistic prediction of continuing recovery int erms of the 165k jobs added. Figures for women

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Posted in Financial Markets

IT’S MONDAY! Apple reports earnings, Euro still trying the stratospheric trade (US Economy April 22-26, 2013)

The week has a lot of quality big pharma earnings lined up for Thursday with expectations high after J&J’s beat last week but the week starts with a 20% expected downtick in Apple (US:AAPL) at just above $10 against last

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Posted in Financial Markets

Bank Policy Tuesday: DMK steals policy limelight, Rate cut hopes of India Inc

Though we did not suspect the political mulligatawny soup that will lead to a face off in the Parliament on the Lankan Tamils issue and should in fact be used by Indian polity to align to US on this issue and come

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Posted in Financial Markets

Ben Bernanke Speaks: US and UK join hands to go down the unlimited QE lane

Making news this Wednesday as the FOMC meeting gets over is the continuing of the Federal Reserve along new NGDP targets or in this particular US cae an unemployment target of 6.5% to continue the $45B open ended QE program.

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Posted in Financial Markets

US Morning Report: Read my lips, No more QE~

How Curiosity belled the CAT! In this case President Obama, earning the day’s brownie points yesterday from congratulating the crew of the rover mission Curiosity that landed on another mission to Mars. Though the fiscal cliff looms ahead, space age

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Posted in Amitonomics, Banking, Private Equity, US

Here Comes the Fed Decision – FOMC Statement – July-August 2012

The statement reiterates it noted the deceleration in the First Half of the year and to be fair to them have not added any new spin to what has already become painfully obvious to most observers except for not giving

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Posted in Amitonomics, US

Global Moves: Brazilian lending crosses 50% of GDP, Korean manufacturing up

Samsung and Kia/Hyundai are going strong as US Imports have held up and thence production Korea sustained at 83 levels. Meanwhile in Brazil Bank credit always in short supply because of fears of hyper inflation has in fact reached record

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Posted in Amitonomics, Bailout Nation, Brazil, Emerging Markets, Europe, European Sovereign Debt crisis, Financial Markets, Global, US

US Economy: And finally the Dow takes a chance (Of May data and market correction)

With jobless claims coming down from a new 400,000 watermark in April and Existing home sales up 10% on last year  being good data enough to not upset any further calculations of GDP growth and US vitality in the next

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Posted in Amitonomics, Banking, Retail Lifestyle, US