My Recent TV Hits
July 9th, 2010
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Contact Me:
Michael.McDonough@fiateconomics.com
Michael is an economist/strategist who has worked from Wall Street to Hong Kong primarily focusing on the U.S. and emerging markets. He has also written several columns. More
Michael is an economist/strategist who has worked from Wall Street to Hong Kong primarily focusing on the U.S. and emerging markets. He has also written several columns. More
Twitter Feed...
- NASCAR struggling amid economic slowdown: http://n.pr/aYnCd3 3 weeks ago
- Outstanding student loans now amount to more than credit card debt in the US. http://bit.ly/a5W53F 3 weeks ago
- Bernanke once advocated the BoJ implement an inf. target to reduce borrowing costs spurring demand. Might the Fed? http://nyti.ms/9iosqs 3 weeks ago
- @zerohedge ipad with a retina screen I imagine... in reply to zerohedge 3 weeks ago
- More updates...
Posting tweet...
Articles of Note
Archives
- ▼ 2010 (141)
- ► August (1)
- ► July (9)
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- A Rare Divergence for GDP Forecasts Highlights Uncertainties
- An Old Radio Piece
- More Seniors than Teens Now in the U.S. Labor Force
- My Recent TV Hits
- Car Sales in China a Victim of Tightening
- The IMF's Delusions of Grandeur for China
- Mortgage Delinquencies Point To Trouble Ahead
- S&P Now vs. The Great Depression
- Monthly Job Growth Almost Never Exceeds 400K
- ► June (18)
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- Unemployment Rate Unlikely to Budge until 3mn New Jobs Created
- ECRI Weekly Leading Index Pointing Toward a Double-Dip
- Consumer Confidence To Remain Range Bound, Despite Friday's Marginal Improvement
- ‘What’flation, 2Y Treasuries Yielding 67bps
- Why Homebuilder Stocks Haven't Plunged
- China's Real Estate Free Fall May Not Bode Well For Commodities
- Germany vs. France Not Just Being Played on the Pitch
- Spain Begins to Echo Greece
- The Decline in the BDI Doesn't Mean Much...
- Risk Makes a Comeback
- Building Material Sales Add Volatility to Retail Sales
- France Shows Signs of Weakness...
- Chinese Government Officials May Have Leaked Key Economic Data
- This Week's Critical Government Bond Auctions, & Worries for Spain
- Spreads in Europe on Track to Test Pre-Bailout Levels
- 28% of all U.S. Income Comes From the Government
- Food Stamp Usage Explodes
- Money Supply Says No-Go to Inflation
- ► May (30)
-
- NOAA's Hurricane Forecast More Often Wrong Than Right
- A Great Video on the Problems in Europe...
- Purchase Aps Hit 13Y Low as Tax Credit Expires
- Fed Could Lower Spread for Currency Swaps to Increase European Liquidity
- Risk Returns with a Vengeance
- Euro Zone Countries Breached EU Fiscal Limits 57% of the Time (Bloomberg)
- Near-term Inflation Expectations Fall to Zero
- Risk Aversion the New Norm
- Swiss National Bank Intervention in EURCHF
- Political Risk Wearing on Investors
- Traders Lack Conviction in the Market
- Pricing Pressure Building within the Depths of the PPI
- Why Central Bank Swaps Haven't Put a Stop to LIBOR's Climb
- Credit Card Delinquencies Fall
- US Equities Outperforming The World
- Swiss Franc: A Managed Currency?
- Short-Term Inflation Expectations Drop Like a Rock
- Retail Sales Just Ain’t What They Used To Be:
- Preparing for Retail
- Stocks say Goodbye, & Euro says Hello (to the Crisis)
- GDP Growth’s All a Bunch of Garbage…
- Risk Aversion Not Just an Equities Story: Look for the Yen to Weaken
- Housing Recovery: To Remain a no Show in 2010
- Pressure for Chinese Tightening Continues to Build:
- Rising TED Spread Says ‘Hold on There’ to EU Bailout
- Europhoria Already Wanes...
- A Crossroad for the Eurozone's Survival
- TED Spread Begins to Spike: Counterparty Risk Rises
- Initial Jobless Claim's 'New Equilibrium' Can Benefit Payrolls
- PIIGS: Europe's 'Sub-Prime Borrowers'
- ► April (4)
- ► March (18)
-
- How Does Your States Crediting Rating & Tax Rates Compare
- Boeing's 787 Faces Critical Wing Test Today
- In The World of Rates, What Goes Down Must Come up; Expect Higher 10Y and Mortgage Rates
- First Portugal, Then New Home Sales, Next...
- Economists Warn Fed Could Hike Discount Rate Before Next Meeting
- Could Higher Industrial Production Result in Less Hiring?
- China's Tightening Tool Box...
- One Month's Not a Trend, But January's Trade Data Could Point To A Slowdown in Global Trade
- Where's the Unemployment Rate in Your State?
- Chinese RMB Appreciation Always Seems Six Months Away (But It's Coming)...
- Potentially Good News For Jobless Bankers & Lawyers
- Morgan Stanley Expects Strong Tightening from Canada
- 1981 Data Coming To a TV Near You (A Fun Retrospective)
- Temp Employment Pointing Toward Robust Payrolls
- Pending Home Sales Point Toward Continued Trouble for Housing
- Weakness in the Pound Quickly & Simply Explained
- Japan Still a Big Concern; More so Than Greece?
- ISM Disappoints, While Market Maintains its Gains
- ► February (25)
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- Chilean Earthquake Map & Impact on Copper Production
- Existing Home Sales Moving Back To Pre-Tax Credit Levels?
- '23,000 now expected to lose jobs after shuttle retirement'
- Bumpy Road Ahead For Housing
- Jobless Claims Hit a Roadblock
- A Bad Day for New Home Sales
- Housing Market Faces Headwinds
- What To Look For This Week
- No Surprise, Fed Raises Discount Rate
- Limited Updates This Week
- China's Surprises on Timing, But Not Action
- Lending Spikes in China, Confidence Falls, & Consumer Prices Remain Tame for Now...
- Bernanke Comments
- Market News International: Internal Report Says Germany's Govt Cannot Help Greece
- Comments from Fitch and EU Commissioner on Greece & Credit Ratings
- ECB President Trichet Leaves Sydney Early to Attend Emergency Meeting
- Bullard Comments on Monetary Policy, Indicating a Fed Rate Hike Not Likely Over the Short-Run
- Rate Hikes Likely On Hold in China, At Least for Now...
- Kindling a Fire
- FT Highlights What I Believe is the Next Big Threat: A U.S. Downgrade
- A Mixed Payroll Picture
- Non-Manufacturing ISM Remains Subdued in January
- Concerns in Chinese Real Estate Sector Grow as Transaction Volumes Plummet
- Manufacturing Around the Worlds Grows Faster Than Expected
- ► January (36)
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- Hoenig Dissent Only Surprise in FOMC's Statement
- Home Sales All Around Disappoint
- An Ominous Sign From the Philly Fed
- More on China
- Uncertainty of Chinese Tightening Continues to Weigh on Asian Markets
- Cantor Upgrades DryShips (DRYS) To 'Buy' From 'Hold'
- China Begins to Rein in Speculative Real Estate Purchases
- US Economics Week Ahead: Nothing's Certain
- The Markets Facing a Barrage of Uncertainties
- A Telling Sign from China's National Bureau of Statistics
- Chinese Central Bank to Raise Rates on Friday?
- Virgin America: Fast Reliable WiFi and CNN, All While 36K Feet Above Kansas
- US Economics Week Ahead: Housing Side Story & A Special Election
- A Possible Loophole for Dems if they Lose Tuesday's Special Election
- IP, CPI, & the NY Fed Survey
- More Evidence the Approaching IT Replacement Cycle will Exceed Analysts' Estimates
- December Retail Sales Disappoint
- More Signs Restrictions are Coming to a Chinese Property Market Near You
- Site Issues
- Tightening Seems More imminent in China
- Big Boost in Chinese Exports Could Lead to More Rapid Tightening
- China to Curb Real Estate Speculation; While Exports Grow 17.7% y/y
- US Economics Week Ahead: Retail Sales & The Start of Earnings
- Week End Update on my Global Macro Trading Strategies
- Consumer Credit Takes A Nose Dive
- Cantor Raises Price Target for DSX
- Payrolls Fall Hard in December, But Revised to Positive in November
- PC Sales Jump Since Windows 7 Release
- Another Reason to be Bearish on the Yen
- GM's New Battery Plant
- This Morning's Tightening in China Does Not Bode Well for Chinese Equities in 2010
- Non-Manufacturing ISM Goes Back Above 50, But Barely
- ADP Report May Point to Improved Non-Farm Payrolls
- HOGS Poised to Benefit from Rising Food Prices in China
- ISM Could Bode Well For Payrolls
- Chinese Snow to Cause More Than Just Delays
- ► 2009 (173)
- ► December (12)
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- US Economics Week Ahead: 2010 Starts with a Bang
- Dell Set to Ride Approaching IT Replacement Cycle
- Chicago PMI Moves Higher
- US Economics Week Ahead: Quiet for the Holidays
- A Review of my EQ Based Global Macro Trading Ideas
- Existing Home Sales-- Surprise to the Upside
- 3Q09 GDP Revised Down, But 4Q Still Looks Strong
- US Economics Week Ahead: Retailers not Dreaming of a White Christmas
- An Economic Wrestling Match For Our Future
- US Economics Week Ahead: No Change by the Fed
- US Economics Week Ahead: Black or Red Friday?
- Apologies for this Week
- ► November (20)
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- US Economics Week Ahead: Jobs to the Rescue?
- Dubai's Downfall
- US Economics Week Ahead: Is There Time for Turkey?
- Talking Turkey on Agriculture Trends
- Claims Unchanged
- Housing Pains & Inflation Creep
- Industrial Production Shows Modest Gain due to Utility Output
- October's Retail Sales: The Devil's in the Details
- US Economics Week Ahead: Retail Sales will set the Pace
- Coal in Your Stocking: Hypocrisy, Senility or Common Sense?
- Wavering Sentiment Likely to Raise Fears Among Retailers
- Trade Data: Good News for Recovery, But Wider Than Anticipated Deficit Likely Means Downward Revision to Q3 Growth
- Be On The Lookout....
- Mortgage Purchase Aps Realize a Precipitous Decline
- Chinese Consumers May Have Only Begun to Teethe
- US Economics Week Ahead: A Quiet Week; A Busy Friday
- Unemployment Rate Tops 10%, But Temp Employment Shows Some Signs of Life
- Non-Manufacturing ISM Takes a Modest Dip
- ADP Was a Non-Event, But Keep Your Eyes on this Morning's Non-Manu ISM Employment Index
- Morning Macro Recap: ISM & Pending Home Sales
- ► October (22)
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- US Economics Week Ahead: Jobs & the Fed
- This Morning's Macro Recap: Income & Consumption, ECI, Chicago PMI, & Consumer Sentiment
- Andy Xie: Central Banks, Arsonists and Playing with Fire
- Intraday Major Yen Divergence; Parallel Derisking In Process (From ZeroHedge)
- GDP Back to Positive
- Positioning Yourself for Japan's Potential Demise...
- New Homes Sales & Durable Goods
- Sprott Asset Management Raises Concerns Over US Government's Financial Viability
- Consumer Confidence Hits 4 Month Low...
- US Economics Week Ahead: The End is Near! (for the recession...)
- Housing Starts Disappoint & PPI Turns Negative
- US Economics Week Ahead: Earnings Usurp Housing Data
- Morning Recap--CPI Shows Modest Gains, Claims Down, & Empire State Manuf. Survey Reaches 5Y High
- Retail Sales Data Indicates a Strengthening Consumer
- A Brief Global Macro View on the World's Markets
- US Economics Week Ahead: A Shortened Week with a Big Punch
- Initial Claims Fall 33K, Reach Lowest Levels Since January
- Non-Manufacturing ISM Breaks Above 50
- US Economics Week Ahead: Is October the new September?
- Job's Report Comes in Below Expectations, Unemployment to 26 Year High
- Tide Moves Out on Cash for Clunker Benefits
- Personal Income up 0.2%, Consumption Rises 1.3%
- ► September (35)
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- September Chicago Purchasing Managers Index Drops
- Is the Yen Overvalued? (A Quick Look)
- September's Consumer Confidence Unexpectedly Dips
- Case Shiller HPI an Improving Trend
- US Economics Week Ahead: Markets Try to Find Traction in an Array of Data
- Finding a Complement to the BDI May Lie in the Rails...
- Existing Home Sales Show Unexpected Decline
- FOMC Announces No Change... Fed's Purchase of Long-Term Treasuries Will End As Planned In Oct...
- Potential Market Negatives Part 4: A Word From the Wise
- US Economic Week Ahead: Big Ben & His Men (& Women)...
- Is a Falling Greenback Leading to Smooth Sailing for Shippers?
- Potentially Good News For Smaller Ships
- Jobless Claims & Housing Starts Both Improve
- Industrial Production Up +0.8%
- CPI Up +0.4, Core-CPI Up +0.1%
- Business Inventories Fall -1.0%
- Retail Sales & NY Manf. Survey Better Than Expected; PPI Higher than Anticipated
- Norton Rose Shipping Industry Survey Paints Bleak Picture
- Lehman's Impact on the BDI & Shipping (Then & Now)
- US Economics Week Ahead: A Deluge of Data
- Potential Market Negatives Part 3: Insider Selling
- September's Preliminary Consumer Sentiment Shows Gain
- August Import Prices Up More Than Expected
- Dahlman Rose & Co. Global Transportation Conference 2009 (Day 2: Trucking)
- Dahlman Rose & Co. Global Transportation Conference 2009 (Day 1: Railroads)
- Consumer Credit Outstanding Down US$21.55bn
- BDI Shows Labor Day Gains, But Capesize Rates Still Falling
- US Economics Week Ahead: The Calm Before The Storm
- Payrolls Decline by -216K, Unemployment Rate Moves Up To 9.7
- When Will the FOMC Turn From Dove to Hawk? Don't Hold Your Breath...
- Non-Manufacturing ISM Rises to 48.4 from 46.4
- Initial Claims Show Modest Decline
- US Railroad Activity Not a Bright Spot for Shipping Rates
- Productivity Up, Labor Costs Down, & ADP Might Not Be As Bad As It Seems
- ISM Up, Construction Spending Neutral, & Pending Home Sales Rise
- ► August (46)
-
- US Week Ahead: The Start of September...
- Consumer Sentiment Down Modestly From July
- Personal Income Flat, Consumer Expenditures Show Modest Gains
- State Budget Turmoil Good News For Cons, Bad News For Everyone Else…
- 2Q09 GDP Unchanged, Initial Jobless Claims Fall, & Corporate Profits Are Up
- New Home Sales Up Big
- Durable Goods Orders Rise Above Expectations
- Consumer Confidence Rises Well Above Forecast, FHFA Down
- Case-Shiller Home Price Index Shows Continued Improvement
- Capesize Rates Could Face Additional Pressure This Week
- US Week Ahead: To Buy Or Not To Buy
- July's Existing Home Sales Continue to Improve, Coming in Well Above Forecast
- Increase in Chinese Bank Capital Requirements Likely to Further Reduce New Lending
- US Mortgage Deliquencies Rise in 2Q09
- Leading Economic Indicators Show 4th Consecutive Monthly Increment, Philly Fed Survey Surprises to the Upside
- Drop in Chinese Lending Leads to Declines In Both The Shanghai Composite & The BDI
- Initial Jobless Claims Rise More Than Anticipated
- Article on Chinese Market By Andy Xie
- Inventory Restocking Could Help Support The BDI
- Housing Starts Fall, While Producer Prices Decline
- Potential Market Negatives Part 2: Shorts
- Housing Market Index Improves
- Potential Market Negatives Part 1: September
- Fed Extends the TALF
- Empire State Manufacturing Survey Moves Into Positive Territory
- US Week Ahead: Where's the Upside?
- Consumer Sentiment Shows Unexpected Drop
- July Industrial Production Shows First Gain in 9 Months
- Consumer Prices Rise less Than Anticipated
- Jobless Claims Unexpectedly Rise, Retail Sales Decline, & Foreclosures Are Up...
- Fed Leaves Rates Unchanged, But Begins to Scrap Treasury Purchase Program
- Trade Balance Widens to -US$27.0bn
- Interest in 'Cash for Clunkers' Starting to Wane?
- Productivity Up, Unit Labor Costs Down
- US Week Ahead: Steady As She Goes
- June Consumer Credit Falls More Than Expected
- Tsingtao's Profit up 68% During 1H09 on Higher Volumes
- Payrolls Beat Forecast, Unemployment Falls
- Jobless Claims Drop More Than Expected
- July's Non-Manufacturing ISM comes in Below Expectations
- ADP Report Improves, But Still Below Estimates
- Pending Home Sales Surprises to the Upside
- Personal Income Falls Slightly More Than Expected
- Vast Potential in Chinese Beer Market Barely Tapped
- ISM & US Construction Index come in Above Expectations
- US Week Ahead: Jobs & Manufacturing
- ► July (30)
-
- 2Q09 Advanced GDP Better Than Estimates on Government Expenditures
- Claims Continue to Rise, Due to Erroneous Adjustment Factors
- Oil Prices Likely to Recede by Year’s End
- Durable Goods Fall 2.5% in June, But There's Better News in the Details
- California Budget Furloughs Put Into Perspective
- Consumer Confidence Comes in Below Expectations
- Case Shiller Shows First M/M Gain Since 2006
- Unusual Rally in DryShips (DRYS)
- New Home Sales Rise 11%, Crushing Market Expectations
- Economics Week Ahead: GDP & Earnings Steal the Show
- Consumer Sentiment Falls on Jobs Weakness
- Existing Home Sales Beat Estimates, Rise 3.6%
- Initial Claims Climb 30K to 554K
- Leading Indicators Up: A Good Sign for the Economy
- US Economic Week Ahead: Cue Earnings
- June Housing Starts Show Big Gains
- Philly Manufacturing Index Declines More Than Expected
- Jobless Claims Drop, But Reading is too Optimistic
- Empire Survey and Industrial Production Surprise to the Upside
- Retail Sales Jump, but the Story is in the Details...
- US Week Ahead: A Hectic Week on Data & Earnings
- China's June Exports Fall 21.4%y/y in June
- Initial Claims Come in Better than Expected
- Alcoa's Earnings Come in Above Consensus Estimates
- MBA Purchase Applications Composite Index Up 10.9%
- ICSC-Goldman Store Sales-- Shows Growth, But Redbook Says Otherwise
- Non-Manufacturing ISM 47.0 vs Consensus Forecast of 46.7
- US Economic Week Ahead: The Calm after the Storm
- June ADP, Comes in Below Expectations
- Chinese Manufacturing Shows Marginal Gains
- ► June (5)
- ► May (2)
- ► January (1)
- ► 2008 (45)
- ► November (2)
- ► October (1)
- ► September (3)
- ► August (6)
- ► July (6)
- ► June (1)
- ► April (1)
- ► March (16)
-
- U.S. Week Ahead: ISM and Employment Steal the Show
- Short Interest Ratio NYSE Top 100
- A simple quick explanation as to why US gasoline prices will continue rising rapidly
- Week Ahead: The Potential to be a Downer
- Opposition Party Wins Taiwanese Presidential Election
- Taiwanese Presidential Elections Being Held Today
- Chinese Monetary Policy vs. Inflation FIGHT!
- Fed Cuts 75bp
- The Week Ahead: Fed Cuts and Bank Failures
- Food or Fuel for Thought?
- Chinese Inflation: A Mounting Problem (Update)
- Inflation, Inflation, Inflation
- Now What? The Week Ahead
- How will it end?
- The Baltic Dry Index (BDI): Can it tell us anything?
- A Potential for Blood-letting: The Week Ahead
- ► February (2)
- ► January (7)
-
- Fed likely to go 50 (Another look at China, India, Las Vegas Sands, and an introduction to Taiwan)
- Looking for Alpha through Beta
- A strong move by the Fed
- Has the market overpriced the probability of a US recession?
- Does the Federal Reserve Board's Senior Loan Officer Survey imply anything for growth?
- Topics I am currently looking into:
- The Blog
Recent Posts
- Future Updates
- A Rare Divergence for GDP Forecasts Highlights Uncertainties
- An Old Radio Piece
- More Seniors than Teens Now in the U.S. Labor Force
- My Recent TV Hits
- Car Sales in China a Victim of Tightening
- The IMF’s Delusions of Grandeur for China
- Mortgage Delinquencies Point To Trouble Ahead
- S&P Now vs. The Great Depression
- Monthly Job Growth Almost Never Exceeds 400K
Tags
Baltic Dry Index BDI Chicago PMI China Construction Spending consumer confidence consumer credit Consumer Sentiment CPI EIA Petroleum Status Report Empire State Manufacturing Survey Employment Situation existing home sales factory orders Fed Fed Balance Sheet FOMC GDP Housing Starts ICSC-Goldman Store Sales industrial production initial claims International Trade ISM ISM Non-manufacturing Japan Jobless Claims MBA Mortgage Applications MBA Purchase Applications Monetary Policy mortgage applications New Home Sales payrolls Pending Home Sales PPI redbook Retail Sales Shipping Sector US Week AheadCategories
- Asia/China (70)
- Company Specific (24)
- Equity Markets (44)
- Europe (26)
- LATAM (12)
- North America ex-US (1)
- Shipping Sector (24)
- Thematic Piece (60)
- Uncategorized (1)
- US (270)
- Consumer News (34)
- Data Release (111)
- Economics Week Ahead (37)
- Fed News (20)
- GDP (43)
- Housing Sector (41)
- Inflation (19)
- Labor Market (40)
- Other Indicators (5)