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Sticking with the Under Yet Again on NFP
at 2005-12-04 19:53:36
By now, you know the drill: The Consensus for Non Farm Payrolls data for November is 225,000, with a range from 180,000 to 275,000. We have yet to see the full impact from Katrina in the data, with BLS noting that *its hard work tracking down all the missing people...
Holiday Sales Verdict: Mixed
at 2005-12-04 19:53:36
Far be it from me to say I told you so, but . . . A roundup of all the same store sales data shows that holiday sales were a mixed bag. Internet sales, Electronics and Discounting were the big winners. Department stores, malls, and those who refused to engage...
Headlines versus Underlying Data
at 2005-12-04 19:53:36
I sometimes think I live in a different planet than some people. My friend Cody, for instance, lives in a very different economic world than I: Both are real, yet both have very different connotations. Call it the Headline versus the Underlying Data interpretation difference. Examples: This week's headline data...
Books for Reviews
at 2005-12-04 19:53:36
I get a lot of offers for free books. I freely admit to being a book whore with a queue waiting to be read that stretches months if not years ahead. And still, the offer of a free book is very tempting. I have noticed that the no strings attached...
Household Assets as a Percentage of GDP
at 2005-12-04 19:53:36
Barron's Alan Abelson revisits a previously discussed issue: Housing as a Percentage of GDP. Before getting into the details, I would like to bring one caveat to your attention. The prior mention of this was back in March 2005, and at that time, the same source -- Merrill Lynch's...
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