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camharvey

  1. "Adverse Scenario" in stress test was 8.9% unemployment in 2009. Rate now 10.2%. US http://tinyurl.com/d4dmqh Can http://tinyurl.com/p2ffpe
  2. Continuing claims -68K. Good news? Look at data. Extended benefits +25K Emergency +90K. People exhausting reg program explain decline in CC.
  3. Don't be fooled by the 3.5% GDP growth (like the market is). See my post: US: http://tinyurl.com/d4dmqh /Canada: http://tinyurl.com/p2ffpe
  4. Did we hit a pothole or are we in the ditch-see my latest economic analysis: US: http://tinyurl.com/d4dmqh Canada: http://tinyurl.com/p2ffpe
  5. My reflection on 1-year post-Lehman. I trash TARP. See post: US: http://tinyurl.com/d4dmqh /Canada: http://tinyurl.com/p2ffpe
  6. Unemployment rises to 9.7% -- see my analysis: US: http://tinyurl.com/d4dmqh Canada: http://tinyurl.com/p2ffpe
  7. How is continuing claims dropping 6.25 to 6.13m 'good' news? You must count emergency+regular benefits. Recipients are up from 9.18 to 9.19m
  8. Unemployment dropping from 9.5 to 9.4% does not mean recession over. See post: US: http://tinyurl.com/d4dmqh /Can: http://tinyurl.com/p2ffpe
  9. The job situation is the #1 systemic risk factor we face. See latest post: US: http://tinyurl.com/d4dmqh / Canada: http://tinyurl.com/p2ffpe
  10. Duke-CFO Survey just released. News is grim. See recent blog post. For US: http://tinyurl.com/d4dmqh / Canada: http://tinyurl.com/p2ffpe
  11. Here is the url to my Fox Business News interview today, http://tinyurl.com/oft5l6
  12. I am on Fox Business News at approx 1:40pm today talking about the second wave of the credit crisis and how to head off big losses in prime.
  13. Check p1 WSJ. Citi and BAC talked down their capital needs. Citi original was $35B. Talked down to $5.5B. Note their mrk. cap. is only $22B.
  14. I have a new posting to my blog. For U.S., http://tinyurl.com/d4dmqh / For Canada, http://tinyurl.com/p2ffpe
  15. Just posted four of my recent TV interviews on http://tinyurl.com/d4dmqh
  16. The stress tests results have been delayed. The reason is that the Treasury needs time to figure out how to "spin" the C and BAC results.
  17. My most recent blog is called "Green Shoots and Agent Orange" at http://dukeresearchadvantag...
  18. Just quoted in Reuters story on Bank of America's purging of Lewis: http://www.reuters.com/arti...