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Update: The Two Bottoms for Housing

May 24th, 2013
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By request, I've updated the graphs in this post with the most recent data. Last year when I wrote The Housing Bottom is Here and Housing: The Two Bottoms, I pointed out there are usually two bottoms for housing: the first for new home sales, housing starts and residential investment, and the second bottom is for house prices.

A So-So Week for Earnings

May 24th, 2013
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Even though earnings season unofficially ended last week with Wal-Mart's (WMT) report, there were still plenty of key reports this week.  In the S&P 500 alone, 25 companies (5%) reported.

Africa Showing Zero Tolerance for Organized Terror

May 24th, 2013
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Nigeria increased its offensive last week against the insurgence group Boko Haram in an attempt to reclaim the northwest region where the rebel group has attempted to carve out an Isl

ECRI WLI Growth Ticks Down

May 24th, 2013
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A measure of future U.S. economic growth edged higher last week, even as the annualized growth rate declined slightly, a research group said on Friday.The Economic Cycle Research Institute, a New York-based independent forecasting group, said its Weekly Leading Index rose to 130.6 in the week ended May 17 from 130.1 the previous week.

Self-Defeating Austerity and the Improved US Fiscal Outlook

May 24th, 2013
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Last week, Tyler Cowen of the blog Marginal Revolution asked “Have we seen self-defeating austerity in the United States?” Cowen declines to take a clear stand on the question, but his main point is that the well-known fiscal cuts of 2012 and 2013 have, in fact, reduced the US budget deficit. Ergo, goes the implication, [...]

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