Macronomics

Personal comments on Macro trends, Macro news and views. All rights reserved. Disclaimer: Information provided on this blog does not constitute a recommendation or advice to purchase any investment, product or service listed or mentioned on this blog. Information displayed on this blog is not intended as specific investment advice and should not be relied on for making investment decisions.

Showing posts with label US households. Show all posts
Showing posts with label US households. Show all posts
Sunday, 21 August 2011

The age of financial repression and the shattered American Dream

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One year one, QE2, the wealth effect experience, induced by Ben Bernanke has been nothing but a failure. With interest rates at zero since ...
Monday, 1 August 2011

Macro and Markets update - from SNAFU to FUBAR?

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While the happy ending everyone was expected seems to be playing out with the debt ceiling debate, the ISM came out very ugly today, and I w...
Saturday, 28 May 2011

Credit Complacency - HELOCs issues and market update.

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In addition to last week post about complacency in the market place, it is important to look at the economic figures which were published th...
Saturday, 11 September 2010

Honey, I Shrunk the Balance Sheet...

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This crisis is very acute because it is a Balance Sheet Recession and the implications will be severe for many years to come, given the e...
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