Market Overview

On a daily basis we now get fed less than comprehensive if not fully distorted views of the last 5 years by an array of politicians, industry sponsored economists, and assorted other puppets. While...

As expected, we didn’t get too much movement in either direction. The market isn’t quite ready to give up the dollar downside at this point. What we need to judge is whether this is merely...

Here is a table showing the annualized change in Headline and Core CPI, not seasonally adjusted, for each of the past five months. I've also included each of the eight components of Headline CPI and a...

Note from dshort: The charts in this commentary have been updated to include the September Consumer Price Index news release for the August data. The Fed justified a previous round of quantitative...

Yesterday I updated my commentary on household income distribution to include the Census Bureau's release of the 2012 annual data. My focus was on arithmetic mean (average) household incomes by...

As the Fed kicks off its 2-day FOMC meeting today, the rising S&P500 leads us to think that investors have little fear of a potential tapering in the $85 billion injected into markets through...

In the September 2013 issue of The Cerulli Edge, the research and consulting firm Cerulli looks at the place of hedge funds within U.S. asset management, in an article aptly titled “Institutions...

The arguments continue to fly for or against Government Spending as being helpful or harmful longer term. The recent data reveal that it has likely ineffective and not overly harmful to recovery. The...

US Housing Starts: August 2013 PreviewHousing starts are expected to total 889,000 in today’s update for August, based on The Capital Spectator's average econometric forecast (seasonally...

The global capital markets have been feeling the effect for several months and now the cause is at hand. The Federal Reserve is set to decide whether to continue at the same pace the purchases of...

Tuesday morning the Census Bureau released the household income data for 2012. It is posted on the Census Bureau website. What I'm featuring in this update is an analysis of the quintile breakdown of...

Ben Bernanke is going to go down as the Fed chairman that saved the world from the next great depression. He has expanded the Federal Reserve's balance sheet to over $4 trillion. He is the architect...

Russian President Vladimir Putin created a stir recently when he shared his thoughts with Americans in an op-ed printed in The New York Times. According to The Times, very few pieces written by heads...

New data shows that the number of cars sold in Europe is falling.Figures newly released by the European Auto Manufacturers' Association showed 653,872 new cars were registered in August, but sales in...