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Friday: Durable Goods (and a comment on housing driving the recovery)

May 24th, 2013
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Several people have asked me about this article at CNBC by Jeff Cox: Why Housing Won't Drive the Recovery Despite data points that in some cases are at multiyear highs, Robert Shiller, Karl Case and David Blitzer believe there are multiple headwinds that will keep a lid on housing gains. Among the obstacles are a low level of new housing starts, an unexpectedly slow migration of so-called shadow inventory onto the market, and continued difficulty for buyers to secure financing.

Wealth On A Plane

May 24th, 2013
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Jess Bachman Did you know that the 400 richest people in America are wealthier than the bottom 60%? The 1%, you say? More like the 1% of the 1% of the 1% — and you can fit them all on one 747 commercial jet. This video has the details

The case for 4% inflation

May 24th, 2013
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Laurence Ball, 24 May 2013Since the double-digit inflation of the 1970s, central banks have sought to reduce inflation and keep it low. This column argues that recent history teaches us that inflation has fallen too low. Raising inflation targets to 4% would have little cost, and it would make it easier for central banks to end future recessions.Full Article: The case for 4% inflation

Thoughts on Tim Cook's testimony

May 23rd, 2013
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I can't help but note the media's bias which is exemplified by a Bloomberg article that implies that Apple has avoided taxes by "shifting income ...  to offshore tax havens."

A Subtle View of Labor Market Improvement

May 23rd, 2013
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In a speech delivered Tuesday to the Japan Society in New York City, Federal Reserve Bank of New York President William Dudley offered his view on how he might assess the appropriate pace of the Federal Open Market Committee's (FOMC) current $85 billion per month asset purchase program:

Will the Pacific Alliance Succeed in Latin America After Other Trade Pacts Have Failed?

May 23rd, 2013
in
Pacific Alliance fever has set in. This trade grouping—which joins together the economies of Chile, Colombia, Mexico, and Peru—is holding its seventh summit on Thursday in the western Colombian city of Cali with more and more attention being paid throughout the region. The alliance has been lauded as “the most exciting thing going on today [...]

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