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clintburdett

  1. PBS Newshour: Economists Econ editor describes key issues for EURO goo.gl/y0N3k CB: why EU at make or break decision point
  2. FT: Beware hidden costs as banks eye ‘Grexit’ CB: bank risk managers prepare for GR withdrawal ordering exposure along EU national lines
  3. WAPO Cehn negotiations goo.gl/NJHor CB: briefly in 90s I was involved in a similar situation, everyone acted with best intentions
  4. Boehner repeating bad history washingtonpost.com/opinions/mr-bo… CB:glove thrown, swords next
  5. FT: Moody’s issues capital warning to global banks goo.gl/Zm9Dv CB: adjusting to new regs, banks increase leverage w/ new products
  6. CalRsk: The economic impact of stabilizing house prices? calculatedriskblog.com/2012/05/econom… CB:house price bottoming process starting
  7. WAPO: new Robert Draper book out Tuesday on R House Freshman, implies 2012 fall will be like last Aug. goo.gl/Bpzj6
  8. Calrsk: Residential Investment & the Housing Industry Recovery goo.gl/OAZxk CB: clear explanation of coming months, getting better
  9. CalRsk: Sacramento: Lowest percentage of Distressed House since 2008 goo.gl/9Z5yn CB: again signs housing improving
  10. Calculated Risk: Labor Force Participation Rate Projection Update calculatedriskblog.com/2012/04/labor-…
  11. RT @ezraklein: chart showing relationship or lack thereof between top marginal tax rate and economic growth. yfrog.com/oc64pluj
  12. Calrsk: ISM Non-Manufacturing Index indicates slower expansion in March, a bit below consensus goo.gl/q0mLB
  13. Bernanke - unemploy rate improves less fm new hires, more fm fewer layoffs. Demand (GDP growth) still sluggish. goo.gl/D35Zk
  14. Calrsk superb summary of housing activity with long view charts goo.gl/pvSLs CB: looks like finally bottomed, starting to improve
  15. Stocks Close Higher Despite Housing Data on.wsj.com/GQnnyT CB: until folks see housing growing, intuitively understand slow recovery
  16. Calrsk: Private & public jobs recoveries Bush2 Tech crash & O's GR goo.gl/sO10n CB: econ foundation is changing
  17. WSJ: Econ Hasn't Slipped on Oil Prices - Not Yet on.wsj.com/ygqSXh CB: fungible oil should correct for Iranian drop in exports, but when
  18. The Economist: The American economy - Unmired at Last econ.st/AriT7W CB: but a moderate pace constrained by continued deleveraging
  19. I added a YouTube video to How to Draft Mission and Vision Statements which help focus those discussions bit.ly/xhpSMs
  20. FT Wolf: A hard slog in the foothills of debt on.ft.com/AhFgqs CB: deleveraging at its beginnings, USA a bit further along