Courtesy of FloatingPath.com, below are some items within the disappointing April Factory Orders report. It is notable that April was the month that USD made its secondary 'lower high' top. …
While much of the world sets a course to go bust for growth (R. Rajan's speech to the Econ. Club of NY, PDF) the Swiss changed course to start the…
We are working a 'Whack-a-Mole' (WhaM!) © (yes, it's another Biiwii buzzword) theme that could see a bounce in the US economic data due to currency dynamics and other factors. …
Well, April ISM came in flat to March at 51.5%. The notables are highlighted, including exports, which got a boost in light of the weaker USD. Funny how that works.…
A few days ago we noted the small bounce in machine tools and other capital equipment orders for March. Yesterday the Chicago PMI came in firm. Today is Markit PMI…
Courtesy of EDA, here is the data graphic showing a small bounce in Machine Tool sales in March... As well as in equipment for multiple industries... It's not a big…
From FactSet, here is a graphic compiling data from the initial earnings reports from S&P 500 companies so far for Q1. At 70%, the US dollar's strength is far and…
China, in a few pictures (courtesy of TradingEconomics.com): China GDP Annual Growth (through 2014)... China GDP Annual Growth trend projection... China Producer Prices... China Interest Rate... China Loan Growth.. China…
Well folks, the Employment report is now playing ball (to our preferred plan of economic contraction and a 'Peak Fed' style topping out of mainstream confidence in historically unprecedented and…
Here is the S&P 500's closing price, target price and analyst ratings from FactSet... Nothing new or unusual here. A bunch of constructive to bullish analysts and a very few…
The long, slow deceleration in US manufacturing growth continues apace. I have highlighted some of the notables, including a pop in 'Prices', despite the downward pull in energy costs. There…
From the Commerce Department, GDP @ 2.2% and Corporate Profits declined in Q4, breaking a long trend up. That is a major concern. Here is a blurb from DoC (click…
Excerpted from the March 15 edition of Notes From the Rabbit Hole, NFTRH 334: As the title suggests I want to talk more and chart a little less this week. …
It is getting downright giddy in Euro Land these days, just as NFTRH anticipated when we began writing about the effects of the strong US dollar/weak Euro dynamic back in…