clintburdett
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Blmbg: 1st Am Core Logic est shadow invent 9/09 1.7m homes > 90d delinquent up 55% fm 9/08
10:10 PM Dec 23rd
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Recovery crux new home construction ~18% US GDP multiplier delayed til existing 6.5 months supply + shadow repos sold
9:59 PM Dec 23rd
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See Calrisk graphs on New Home Sales for big picture.
7:26 AM Dec 23rd
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Nov New Residential sales -11.3% MoM 355k annual rate, 7.9 months supply. Weak report since these sales spur economy
7:24 AM Dec 23rd
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BEA: NOV PCE up 0.5% MoM as firings abate, savings rate steady 4.7%. Good news.
6:43 AM Dec 23rd
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Krugman agrees w/ WaPo, CalculatedRisk that Bernanke missed housing, credit bubble. Elites weigh in on re-confirmation.
11:23 AM Dec 22nd
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UK Q3 GDP -0.2%, 6th Qs recession, longest in history. US often mimics UK econ, more evidence US recovery to be slow
11:17 AM Dec 22nd
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Q3 After-tax profits for retail corp >$50m million assets avg'd 2.3 cents/sales$, -0.3 QoQ, up 0.7 YoY DoC
8:18 AM Dec 21st
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Nov CFNAI-MA3 improves to -.32 fm -1.02 w/ production and employment up. Above -.7 suggests early phases of recovery.
7:40 AM Dec 21st
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Wash Post broadside: Fed (Bernanke) didn't see looming credit crisis, facilitated it rather than regulated
9:25 PM Dec 20th
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What is missing for growth? Community banks increase lending. Not happening yet, informal rpts abt 570 banks at risk, consolidation phase.
7:38 AM Dec 19th
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2/10 yr Treasuries record 276 bps spread 12/16 = steep yield curve, suggests investors buying mid-term seeing growth
7:32 AM Dec 19th
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WSJ: Down-Payment Standards Eased a bit in mid-America over last few weeks by lenders, mortgage insurers.
7:14 AM Dec 19th
from web
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Greenspan warns Congress on looming fiscal crisis, rec statutory commission to limit maneuver room on taxes & spending.
8:35 AM Dec 18th
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CalRisk graphic on unemployment % large manufacturing states still not improving though 36 states did show improvements
8:29 AM Dec 18th
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Rosenberg view Great Recession result of a credit bubble so in 2010 investors should remain defensive. Little history of recovery pattern.
11:14 PM Dec 16th
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Nov Credit Managers Index 55, 2nd month >50 indicating credit activity following hist pattern preparing for growth.
7:01 AM Dec 16th
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New housing starts moving sideways, Nov at 574K, in same range since June about 570 to 575K SAAR. HT Calrisk
6:32 AM Dec 16th
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NY Fed Empire State survey diffusion indexes (> 0 improving) most trending down since Oct, inventories still falling.
7:36 AM Dec 15th
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NY Fed Empire State manufacturing conditions level off in Dec, down 21 pts to 2.6. >0 = expanding.
7:30 AM Dec 15th
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- Name Clint Burdett CMC
- Location San Diego
- Web http://www.clintb...
- Bio Certified Management Consultant - Strategy Formulation - Senior Executive Coach. CBnewsfeed where I follow news orgs.
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