Thursday, April 28, 2011
QE & ZIRP
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Fed Chairman Ben Bernanke yesterday confirmed that QE-2.0 will be followed by QE-2.5. The Fed will purchase Treasuries with the proceeds f...
Wednesday, April 27, 2011
Consumer Confidence
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It was a bit surprising to see the overall Consumer Confidence Index (CCI) rise from 63.8 in March to 65.4 in April given the recent surge...
Monday, April 25, 2011
US Earnings, Global Exports, & US Manufacturing
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In our Forward Earnings & The Economy chart book (available to subscribers), we track the relationship between S&P 500 forward ea...
CNBC Appearance
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Wednesday, April 20, 2011
Global Oil Demand Growth
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While there might be plenty of oil around, there are also plenty of risks that its supply will be disrupted. Meanwhile, global demand for ...
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