Economics Roundtable

The Problem - I

Calculated Risk has the clearest picture of the problem we face.


Click on the chart for a larger version.


The Problem - II

Calculated Risk adds the the clearest picture of the housing tailspin.


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Special Topic 8/4/10

This week, the Roundtable will feature a special listing for reaction to the payroll employment figures from ADP on Wednesday and the BLS on Friday.

ADP:  +42,000
BLS:  -131,000/+71,000


Click on the chart for a larger version.


Special Topics 6/28/10

This week, the Roundtable will feature special listings for reaction to Wednesday's
CBO budget projections and the
payroll employment figures from ADP on Wednesday and the BLS on Friday.

ADP:  +13,000
BLS:  -125,000/+83,000
CBO:  Take your pick.


Click on the chart for a larger version.


Current Economic Conditions 6/5/10

James Hamilton summarizes the situation.


EconModel

The Economics Roundtable is sponsored by EconModel.

The Classic Economic Models cover micro, macro, and financial markets.


RSS Feed

Mahalanobis

"Personal Weblog of Michael Stastny”


August 19, 2010, 2:37 am, 751659
Bloomberg: Hedge-fund icon Stanley Druckenmiller is quitting the business after three decades, telling investors he’d been worn down by the stress of trying to maintain one of the best trading records in the industry while managing an “enormous amount of capital.” Story


July 16, 2010, 6:36 am, 733333
FT: Cocoa prices rose above £2,700 a tonne on Wednesday for the first time since 1977 as better-than-expected data on demand gave an already tight market fresh impetus.

The rise in cocoa prices comes as demand is expected to outstrip supply for a fourth consecutive season on the back ...


July 14, 2010, 4:36 am, 731928
Abstract: The rapid growth of the market-based financial system since the mid-1980s changed the nature of financial intermediation in the United States profoundly. Within the market-based financial system, “shadow banks” are particularly important institutions. Shadow banks are financial intermediaries that conduct maturity, credit, and liquidity transformation without access to central ...


June 18, 2010, 8:36 am, 719595

Waiting... *prick*


June 15, 2010, 6:36 am, 717526

June 12, 2010, 6:36 am, 716354
Profile of Seth Klarman, Bloomberg

Longer version here.


June 11, 2010, 2:36 pm, 716135
The chart below shows the Markit iTraxx Europe Index and the GDP weighted average CDS spread of the euro zone countries since the Lehman collapse:


June 8, 2010, 4:36 am, 713755

May 29, 2010, 6:35 pm, 709406

May 26, 2010, 6:36 am, 707512
FT, Unholy governance of Spanish and German state banks:

In an award-winning paper (2009) for the European Corporate Governance Institute, Professor Harald Ha[u] of Insead has examined the biographical background of 593 supervisory board members in the 29 largest German banks. His study concludes that if there has ...



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