|
Date |
Title |
Countries & Topics Discussed |
| Feb 10 |
Trade Improves, Imbalances Grow |
Global Trade, China,
U.S. |
| Jan 27 |
Housing Weakness, Low
Rates |
U.S. Housing Market |
| Jan 20 |
U.K. Lags Peers in Production |
U.K., Industrial
Production |
| Jan 13 |
Robust German Trade |
Global Trade, Germany,
U.S. |
| Jan 5 |
What's Next
for Housing? |
U.S. Housing Market |
| Dec 22 |
Inflation in China, Germany First? |
China, Germany,
Industrial Prod. |
| Dec 15 |
Trade After Auto Stimulus |
Global Trade, Japan,
Germany |
| Dec 8 |
Look Beyond U.S. Unemployment |
U.S. Employment,
Baltic Dry Index
|
| Dec 1 |
Homes in Default
Forever?
|
U.S. Housing Market |
| Nov 24 |
Multiple reasons for
BDI Rise |
Baltic Dry Index, Australia,
China |
| Nov 17 |
Global Imbalances
and the G-2 |
Global Trade, China,
U.S. |
| Nov 10 |
Where are all the products going? |
China, Industrial
Production |
| Nov 3 |
Housing No Longer a GDP Drag |
U.S. Housing Market |
| Oct 27 |
The U.K. GDP Surprise |
United Kingdom, GDP,
U.S. |
| Oct 20 |
Australian Rate Hike Logic |
Australian GDP, China |
| Oct 13 |
Global Trade Flat and Dollar Weak |
Global Trade, Japan, Australia |
| Oct 6 |
Housing Slowing but Recovering |
U.S. Housing Market |
| Sept 29 |
BDI Signals Slack Demand |
Baltic Dry Index, Australia,
China |
| Sept 22 |
Robust Chinese Ind. Production |
China, Industrial
Production |
| Sept 15 |
Trade Still Weak Except Asia |
Global Trade, Japan,
U.S. |
| Sept 8 |
BHP & Rio Profits Bottoming? |
Australia, China, Iron
Ore |
| Sept 1 |
Sustainable Housing Recovery? |
U.S. Housing Market |
| Aug 25 |
Canadian Oil Sands Companies |
Canada, Oil, Resources |
| Aug 18 |
First-In first Out Does Not Apply |
GDP, Germany, France,
U.S. |
| Aug 12 |
Only U.S. at a Bottom in Trade |
GDP, Global Trade, Japan |
| Aug 4 |
Housing Data Up; Still GDP Drag |
U.S. Housing Market |
| July 28 |
Forget the 1930s. Its 1975 pt. II |
GDP, Industrial
Production, U.S. |
| July 21 |
Forget the 1930s. Its 1975 pt. I |
GDP, Industrial Production, U.S. |
| July 14 |
U.S. Exporting Negative GDP |
Global Trade, Mexico,
Canada |
| July 7 |
Asia Can't Support Inflation Trade |
China, Canada,
Japan, & Australia |
| June 30 |
Housing Market Starts to Heal |
U.S. Housing Market |
| June 23 |
Chinese
Stimulates Own Economy |
China, Industrial
Production |
| June 16 |
Global Trade Bottoming |
Canada, Japan, & Australia |
| June 9 |
Bull Run in Canadian Banks |
Banks, Canada |
| June 2 |
Housing Bottom, No Recovery |
U.S. Housing Market |
| May 26 |
Australian Exports to China |
Australia, China, Trade, Resources |
| May 19 |
Oil Price Fundamentals |
Oil, OPEC, China, U.S. |
| May 12 |
Looking for Value in Japan |
Japan, Corporate
Earnings |
| May 5 |
Consumers Spending Not Gvmnt. |
GDP, U.S. |
| April 28 |
View From the Bottom of the Cliff
|
U.S. Housing Market |
| April 21 |
To Buy American or To Buy British |
United Kingdom, United
States |
| April 14 |
Which Country Is Hit Hardest? |
Trade, China, Mexico,
Canada |
| April 7 |
How Good Was Housing Data? |
U.S. Housing Market |
| March 31 |
Looking for a Few Good Banks |
Banks, Australia,
Canada |
| March 24 |
BHP & Rio: Not Yet a Bargain
|
Iron Ore, Coal,
Australia |
| March 17 |
Housing Market at a Bottom? |
U.S. Housing Market |
| March 12 |
Is No One Bearish on China? |
China, Industrial
Production |
| March 6 |
What's Going on With Japanese Exports? |
Global trade, Japan,
China, U.S. |
| March 4 |
Australia’s Economy Shrinks |
Iron Ore, Coal, Australia |