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May 26, 2006	Fed Move in June Remains Tied to Nature of Incoming Data
May 25, 2006	Housing Market Is Cooling Down, No Doubts About It Upward Revision of Q1 GDP Is History, Q2 GDP to Post Below Trend Growth Initial Jobless Claims Show Slight Upward Drift
May 24, 2006	New Home Sales - Headline Is Deceptive, Momentum Is Weak Orders of Durable Goods Were Weak As Expected German and Belgian Data Point to Firm Euro-zone Economy in 2006; But Outlook for 2007 Uncertain Canada: Interest Rates Have Peaked, But Manufacturer’s Will Still Suffer
May 23, 2006	Real Retail Sales Off To Slow Start in Q2 GDP and Inflation - A Consideration of Lags
May 22, 2006	Why the Pause Option Is Wiser Hungary: An Emerging Market to Watch
May 19, 2006	Rising Mortgage Costs, Rental Vacancy Rate, and Core Consumer Price Index Brazil: Rate Cuts Expected at May 31st Policy Meeting
May 18, 2006	Leading Index Continues to Suggest Moderation In Economic Growth Initial Jobless Claims – Message Unchanged Factory Report From Philadelphia Signals Noticeable Deceleration
May 17, 2006	FOMC Faces A Tough Call
May 16, 2006	Economic Reports Send Mixed Message Ignore Germany’s ZEW Survey, Wait For Next Week’s Ifo
May 15, 2006	Fed Is Finding Confirmation Of Its Forecast Japan: A Third Year Without A Recession?
May 12, 2006	Consumer Sentiment Index Plunges in May Trade Gap Improvement Reflects Growth Abroad
May 11, 2006	Headline Deceptive, Weak Retail Sales Is the Main Message Jobless Claims - Message Has Not Changed China Avoids “Currency Manipulator” Title - For Now
May 10, 2006	Fed Agenda for June Includes a Pause, No Change from Bernanke’s Testimony Bank of England Assumes Rates Will Go Up - But Probably Not Anytime Soon
May 09, 2006	The Rate Hike Is Certain, the Rest is Unclear Canada: Housing Starts Decline
May 08, 2006	The Different Trends of Labor Costs
May 05, 2006	Soft Payroll Employment Data Raise Expectations of A Pause in June
May 04, 2006	Q1 Productivity Report – Labor Costs Are Not Threatening Jobless Claims Point to Soft Conditions ECB is Vigilant - Rate Hike Coming in June
May 03, 2006	Today’s Reports Have Bullish Tone, Is It Tentative?
May 02, 2006	The Dollar’s Future
May 01, 2006	Q2 Consumer Spending - Probability of Soft Growth Is Growing ISM Manufacturing Survey - April 2006
April 28, 2006	Q1 Growth Stellar, But Below Potential GDP In Rest of 2006 Labor Costs - Not A Troublesome Issue For the FOMC Sweden Flags June Rate Hike
April 27, 2006	Bernanke Hints at Near-Term FOMC Pause The Housing Market Environment - Government Stats vs. Company Stats Jobless Claims - Mixed Trend, With Slight Bearish Tone China: Sudden Rate Hike Could Be First of Many Surprises
April 26, 2006	The Balance Tips In Favor of the Hawks Japan: The First Rate Hike Will Be A Matter of Timing
April 25, 2006	Strong Data From Germany and Belgium China: Economic Policy and the Hu Review
April 24, 2006	The FOMC, Federal Funds Rate, and Unemployment Rate
April 21, 2006	The LEI - The Rodney Dangerfield of Economic Statistics
April 20, 2006	Persistent Signal of Moderation From Leading Index Jobless Claims Retrace Most of Last Week’s Gain Brazil: Slow and Steady
April 19, 2006	The FOMC Finds Itself in a Tight Spot BoE Minutes Confirm Wait and See Stance
April 18, 2006	FOMC Minutes: Fed Most Likely to Stop After May 10th Hike Food and Energy Prices Drive Headline Wholesale Price Index Housing Starts Post Second Consecutive Monthly Decline
April 17, 2006	Looking for Bernanke’s Mark and More in FOMC Minutes
April 14, 2006	Pickup in Factory Production Is Noteworthy Chile: More Rate Hikes Ahead
April 13, 2006	March Retail Sales - Mixed Performance Jobless Claims Numbers Show Sideways Movement Other Economic Reports Published Today
April 12, 2006	Trade Gap Narrows In February, Reversal In March Nearly Certain Mortgage Applications Erase Part of Last Week’s Gains
April 11, 2006	The FOMC’s Modus Operandi in 2000/2001 Singapore: Steady Monetary Policy Defies Expectations
April 10, 2006	Will Rising Commodity Prices Be Passed Through? Latin American Elections: Tight Race in Peru
April 07, 2006	March Employment Numbers Confirm May 10 Hike is Nearly Certain
April 06, 2006	Mixed News About U.S. Economy ECB Less Hawkish But Rates Still Headed Upward UK: Rates Still on Hold
April 05, 2006	Now vs. 1994/1995 - Part II
April 04, 2006	Now vs. 1994/1995 - Part I
April 03, 2006	ISM Manufacturing Survey - Factory Sector Operation Shifting to Lower Gear Private Sector Construction Spending Gathers Moderate Steam Pending Home Sales Index Points To Decline in Existing Home Sales
March 31, 2006	Consumer Spending On Track For Strong Rebound in Q1 and Soft Mark in Q2 Consumer Sentiment Index Advances in March Chicago Purchasing Mangers' Index Recovers in March
March 30, 2006	Sharp Rebound in Q1 Likely to be Followed by Moderate Growth Claims Maintain Upward Trend
March 29, 2006	The Fed's Biggest Downside Worry is Housing, As Well It Should Be Mortgage Borrowers Counterintuitive Preference For ARM Products Brazil: The Long Arm of Corruption
March 28, 2006	Fifteen In A Row For FOMC, Market Increases Bet On Sweet Sixteen Consumers - Today Is Better Than Yesterday, But What About Tomorrow? German Ifo and Euro-zone M3 Boost Odds of May ECB Rate Hike
March 27, 2006	Why The Fed Might Want To Take A Breather After Tuesday's Hike Japan: Is It Still Okay to be Optimistic?
March 24, 2006	Troublesome Correction in Market for New Homes Aircraft and Defense Orders Lift Orders of Durable Goods, But Shipments of Core Items Are Less Impressive
March 23, 2006	Existing Home Sales Recover, but Details Suggest Soft Market Conditions Jobless Claims - Message of Sluggish Growth Unchanged
March 22, 2006	Mortgage Purchase Applications - Downward Trend Persists Euro-zone Outlook: Watching the Belgians, Waiting for the Germans South Africa: What Would It Take For the Reserve Bank to Change Rates?
March 21, 2006	Fact-Checking Bernanke's Yield Curve Comments Lower Prices of Energy and Food Bring Down Wholesale Prices, but Core Prices Are Moving Up UK: Say Goodbye to Rate Cut Expectations
March 20, 2006	Leading Indicators Suggest The Fed Might Want To Be Careful
March 17, 2006	Factory Output - Moderation Visible After Katrina-related Recovery Consumer Sentiment Index Held Steady
March 16, 2006	Benign Trend of Inflation Raises Expectations of a Pause in May Housing Starts Are Trending Down Jobless Claims Suggest Sluggish Labor Market Conditions Rate Hikes in Norway and Switzerland: More to Come
March 15, 2006	Home Builders Survey Signals Noticeable Loss in Sales Momentum Import Prices Excluding Fuels Show A Marked Deceleration Latin American Politics: A Fourth Amigo?
March 14, 2006	February Retail Sales - Widespread Weakness Record Current Account Deficit in 2005
March 13, 2006	Household Borrowing Gathered Steam in 2005
March 10, 2006	Employment Report Does Not Change Our Fed Forecast
March 09, 2006	Real Estate Makes Significant Contribution to Net Worth of Households Initial Jobless Claims - Reverse Downward Trend Imports of Oil, Cars, and Consumer Goods Lead to Wider Trade Deficit
March 08, 2006	Higher Mortgage Rates Bite Bank of Japan to Take First Step in the Journey of One-Thousand Miles
March 07, 2006	Productivity - Minor Revisions to Previous Estimate
March 06, 2006	Existing Home Sales Likely to Post Another Decline in February Factory I-S Ratio Held Steady in January
March 03, 2006	Consumer Optimism Fades in February Non-Manufacturing ISM Survey Reports an Improvement in the Employment Index Choppy Waters Across the Taiwan Strait
March 02, 2006	Be Bullish On China/India Because of Their Supply, Not Demand US: Message From Weekly Labor Market Report Is Unchanged The ECB Sounds a Little More Hawkish
March 01, 2006	ISM Manufacturing Survey Shows Moderate Improvement Strength in Q1 Consumer Spending Is A Temporary Event Construction Spending Off to a Slow Start In Q1
February 28, 2006	Home Sales Show A Clear Downward Trend Marginal Upward Revision of Q4 GDP Consumer Confidence Dips In February Canada: Just Enough Growth For a Rate Hike
February 27, 2006	Sales of New Homes Cooling Down
February 24, 2006	Aircraft, Defense, and More Account for Sharp Drop In Durable Goods Orders
February 23, 2006	Is There A Meaningful Drop In Initial Claims?
February 22, 2006	Higher Energy and Non-energy Prices Lift Overall CPI Data Confirm a March 2 ECB Rate Hike
February 21, 2006	4.75% Federal Funds Rate Nearly Certain on March 28th LEI Recovery In January Is Probably Temporary
February 17, 2006	Non-energy Prices Lift Wholesale Prices in January Mexico: Rate Cuts May Not Be the Cure
February 16, 2006	WaMu - A Leading Indicator of Initial Jobless Claims? Builders Are Building Homes, Will They Find Buyers? Japan's Q4 GDP Report Should Confirm What the Central Bank has Suggested
February 15, 2006	Chairman Bernanke’s Debut - Kasriel’s Critique Factory Production Shows Noticeable Strength in January News From Housing Market Should Raise Concern
February 14, 2006	From Where Is Consumer Spending Power Coming? Q1 Consumer Spending Will Reflect an Arithmetic Boost and Spending Spree Retail Inventories Made A Hefty Contribution to Total Inventories in December
February 13, 2006	Payroll Employment in Current Expansion Remains at the Bottom of the Class
February 10, 2006	Relative Strength of U.S. Economy Leads to Wider Trade Deficit in 2005
February 09, 2006	Improvement in Jobless Claims Numbers Is Reversed
February 08, 2006	Japan: Is the BoJ Ready to Raise Rates?
February 07, 2006	The Bell Tolls For Toll Bros.
February 06, 2006	It's Different This Time Labor Compensation Is Far Short of Profit Growth
February 03, 2006	January Employment Report - The True Story is in the Details Not the Headlines
February 02, 2006	Noteworthy Aspects of Productivity And Compensation Jobless Claims Point To An Improvement, But Employment Numbers Will Have Final Word ECB Leans Toward March Rate Hike Latin American Elections: A Trip Down Memory Lane
February 01, 2006	Momentum Slows At The Nation's Factories Construction Outlays in December Point To Upward Revision of Q1 GDP
January 31, 2006	FOMC Policy Statement - Greenspan Keeps Option Open For Bernanke Employment Costs Remain Contained Consumer Confidence Index Advances in January Chicago Purchasing Managers' Report Shows Moderation In Activity
January 30, 2006	Arithmetic Will Help Q1 Consumer Spending
January 27, 2006	Weak Growth of Economy Strengthens Case of Fed Pausing New Home Sales - Q4 Volume and Price Decline
January 26, 2006	Cars and Defense Aircraft Orders Lift Orders of Durables Jobless Claims Data Deliver Mixed Message
January 25, 2006	Housing Market Is Certainly Cooling Down
January 24, 2006	South Africa: A Pause for Thought
January 23, 2006	Germany: The Year of Recovery?
January 20, 2006	Canada: A lot can happen in a day or two
January 19, 2006	Housing Starts - Impressive Performance in 2005 Despite Soft Q4 Jobless Claims - Message Unclear
January 18, 2006	Core CPI Numbers Support Expectations of A Pause After January Sweden: First of a Series of Rate Hikes Coming This Friday
January 17, 2006	Soft Growth of Factory Output Strengthens Case For Pause
January 13, 2006	Consumer Spending Should be Noticeably Weak in Q4 Energy Prices Once Again Lift Wholesale Price Index
January 12, 2006	Aircraft Exports Help To Narrow Trade Gap Jobless Claims - Message distorted by holidays Deceleration In Prices of Imported Goods Is Noteworthy China: Some Thoughts About the Yuan
January 11, 2006	Housing Sector News Remains Bearish
January 10, 2006	Noteworthy Aspects About the Participation Rate (2000-2005)
January 09, 2006	Payroll Employment Remains Soft Even After Four Years of Economic Expansion
January 06, 2006	December Employment Report - Weak Payroll Numbers Strengthen Case For Pause After January FOMC Meeting
January 05, 2006	Additional Evidence Confirms Deceleration of Activity in Housing Sector Holiday Distorts Jobless Claims Data
January 04, 2006	Latest Data Point To Gradual Loss of Momentum in Housing Market Factory Inventories-Shipment Ratio Holds Steady
January 03, 2006	FOMC Minutes: Expectations of Pause After January Strengthens Significant Moderation in Manufacturing Activity during December
December 23, 2005	Sales of New Homes Plunge, Gain in Inventories Is Troubling Aircraft Bookings Lift Orders of Durable Goods University of Michigan Consumer Sentiment Index Advances in December
December 22, 2005	November Data Confirm Expectations of Weak Consumer Spending in Q4 LEI Advances in November, Implications Are Not Clear Jobless Claims Reverse Last Week's Softness
December 21, 2005	Revision Shows Slightly Slower Growth in GDP and Slightly Higher Core Inflation
December 20, 2005	November Decline in Wholesales Price Index Should be Reversed In December Undesirable Inventory of Unsold Homes Could Soon Emerge Latin American Elections: Upon Further Review..
December 19, 2005	Yield Curve Inversion - Necessary But Not Sufficient Recession Condition Odds Favor Soft Q4 Consumer Spending
December 16, 2005	Current Account Deficit Narrows - Temporary Correction If You Thought China’s Economy Was Impressive in 2005...
December 15, 2005	Underlying Inflation Not As Benign As Headline Strength in Industrial Production Related to Recovery After Hurricanes Jobless Claims Report - Call for Close Watch
December 14, 2005	Oil Imports Account For Significant Widening of Trade Gap
December 13, 2005	FOMC Remains Concerned About Inflation November Retail Sales Confirm Soft Q4 Consumer Spending
December 12, 2005	Households - Another Quarter Older And Deeper In Debt
December 09, 2005	From the Flow of Funds Report - Some Noteworthy Aspects Consumer Sentiment Advances in December
December 08, 2005	Appealing To Occam’s Razor to Explain Gold Above $500
December 07, 2005	Measures of Inflation and Neutral Real Federal Funds Rate
December 06, 2005	Productivity and Unit Labor Costs - Revision of Q3 Estimates
December 05, 2005	Yield Curve vs. S&P 500 - Which One Should We Believe?
December 02, 2005	Recovery in Payroll Employment Seals the Case for 4.25% Federal Funds Rate on December 13
December 01, 2005	Gold-Price Adjusted, We're Still In A Recession Q4 Consumer Spending - A Flat Performance Is An Optimistic Estimate ISM Manufacturing Survey Suggests Moderation In Pace of Activity ECB Rate Hikes: Ripple Effects Felt To The East
November 30, 2005	U.S. Economy Grew Faster in Q3 Than Previously Estimated Regional Factory Survey Shows Moderation
November 29, 2005	New Homes - Sales Advance, But Prices Show Moderation Consumer Confidence Rebounds In November, But Remains Below Pre-Katrina Mark Defense and Aircraft Orders Lift Bookings Of Durable Goods In October
November 28, 2005	Existing Home Sales - Volume Has Moderated, Prices Continue to Soar Latin American Elections: Has Honduras set the tone for change?
November 23, 2005	Jobless Claims Retrace Improvement of Prior Week Consumer Sentiment Recovers In November
November 22, 2005	FOMC Considering Implementing Changes Soon
November 21, 2005	Temporary Rebound In LEI Is Related to Rebuilding After Hurricanes
November 18, 2005	An Increase in the October Leading Index -- Case of Special Factors Not A Cyclical Improvement Latin America: Full Political Schedule
November 17, 2005	Housing Starts – Plateau Is Here, What is Next? Spike In Factory Activity Is Mostly Recovery After Hurricanes Jobless Claims – More Data Will Be Essential to Declare Improvement in Place
November 16, 2005	Pass Through of High Energy Prices to Core CPI Not Visible As Yet
November 14, 2005	Greenspan - The Guardian of Price Stability?
November 10, 2005	Oil Imports Contribute to Wider Trade Gap in September Jobless Claims Remain Stable Imported Petroleum Prices Declined But Non-Petroleum Prices Advanced
November 09, 2005	Shares of Corporate Profits And Labor Compensation - A Quick Overview Japan: Numbers Change but the Forecast Remains the Same
November 08, 2005	Labor Compensation Takes A Big Hit
November 07, 2005	Capital Spending And CEO Confidence
November 04, 2005	October Employment Report Strikes A Note of Caution
November 03, 2005	Something Beats Nothing, Mr. Greenspan Productivity Regains Strength In Q3 Jobless Claims Hold On to Pre-Katrina Trend Non-Manufacturing Sector Gathers Momentum In October
November 02, 2005	More Signs of Weakening Momentum In The Economy - Housing and Cars
November 01, 2005	Fed Raises Federal Funds Rate to 4.00% As Expected The ISM Manufacturing Index Shows a Small Moderation Construction Spending Advanced in September
October 31, 2005	Consumer Spending - Unfavorable Trajectory for Q4 is Conceivable Chicago Factory Survey Shows Strength
October 28, 2005	Q3 Real GDP - Consumption & Government Spending Were the Big Contributors to Growth Employment Cost Index
October 27, 2005	New Home Sales Rose during September, Put Declined in Q3 Decline in Durable Goods Led By Aircraft Jobless Claims Remain Stable
October 26, 2005	Impact of Monetary Policy Tightening Is Visible In Housing Market Australia: Inflation Gaining Speed, But Not Enough To Move the RBA
October 25, 2005	Existing Home Sales - Moderation In Volume and Prices Hurricanes, Gap Prices, and Job Outlook Bring Down Consumer Confidence
October 24, 2005	Inflation Targeting - Some Preliminary Thoughts
October 21, 2005	Mixed Signals of Labor Cost Measures
October 20, 2005	The Plunge In The Leading Index Is A Partly Exaggerated, But Message Of Slower Economic Momentum Persists Initial Jobless Claims - It is a stable picture, if claims related to Katrina are excluded
October 19, 2005	The Fed Remains Persistent On Presenting A Hawkish Stance Housing Starts Rebound In September Japan: The Economy Gains More Believers - So Why Is the Yen Weak?
October 18, 2005	Higher Prices for Energy, Food, Cars, Clothes, and Few Others Things Raised the Headline Wholesale Price index in September Brazil: Why not cut 50bps?
October 17, 2005	Core Consumer Price Index – Then And Now
October 14, 2005	Overall Inflation Soars, Core Prices Remain Contained Imprints of Hurricanes Visible In Industrial Production Report Significant Deceleration in Retail Sales In Q3 Consumer Sentiment Index Posts Another Monthly Decline
October 13, 2005	Claims Data Suggest No Significant Turnaround in Labor Market Import Prices Soar In September Imports and Exports Account For a Widening of the Trade Gap Australia: More Evidence Favoring A Neutral Reserve Bank Mexico: Rate Cuts Ahead, But Not Tomorrow
October 12, 2005	Housing Market – October Starts On A Soft Note
October 11, 2005	FOMC Minutes – Inflation Is Primary Concern
October 07, 2005	Employment Relatively Strong, Despite Drag From Hurricanes
October 06, 2005	Jobless Claims Data and Its Importance When Uncertainty Looms Large
October 05, 2005	Want To Make Gasoline Scarcer? Pass A New Gas Tax Pace of Activity Slows in Service Sector during September
October 04, 2005	Factory Inventories-Shipments Ratio Matches Historic Low Chain Store Sales Were Weak In September Turkey: Finally In Line For The Euro Club
October 03, 2005	Strength in Purchasing Managers' Report Needs Additional Confirmation Guynn Indicates That Fed is Close to a Change in Rhetoric Construction Spending Gains Momentum
September 30, 2005	Watch Out For the Soft Trend In Consumer Spending Chicago PMI Retraces Most of the August Decline
September 29, 2005	Housing Affordability Lowest In Fourteen Years Q2 GDP - Headline Unchanged, Minor Revisions of Components Initial Jobless Claims Decline After Katrina Related Jump
September 28, 2005	Durable Goods Orders Pickup in August, But Q3 Shipments of Capital Goods Are Lackluster
September 27, 2005	Supply of Unsold New Homes Should Cause Concern Consumer Confidence Plunges In September
September 26, 2005	Existing Home Prices Continue to Soar, Inventory of Unsold Homes Is Creeping Up China: Will A “Softly, Softly” Approach Work With Yuan Reform?
September 23, 2005	Will Household Net Worth Take A Hit If Home Prices Decelerate? Canada: Healthy growth ahead Back to Belgium: Are Things About to Look Up in the Euro-zone?
September 22, 2005	Leading Index Points To Deceleration In Economic Growth Katrina Leaves A Clear Imprint On Jobless Claims Numbers
September 21, 2005	Adjustable Rate Mortgages – No Longer Flavor of the Month It‘s Unanimous: UK's Monetary Policy Committee Doesn't Know Which Way the Economy is Headed
September 20, 2005	Inflation Is Major Concern of FOMC Housing Starts Appear to Have Peaked
September 19, 2005	Data Point to A Deceleration of Economic Growth In Pre-Katrina Period German Election: The Worst Possible Outcome
September 16, 2005	Consumer Sentiment Index Plunges in September Current Account Deficit Narrows in Q2, Reversal Nearly Certain in Q3
September 15, 2005	Core CPI Most Likely To Reverse Contained Trend Regional Fed Surveys Report Slower Growth Jobless Claims Reflect Impact of Hurricane Katrina Drop in Retail Inventories Is Mostly Due To Autos
September 14, 2005	Deceleration In Consumer Spending Is Underway Autos Lift Factory Production in August
September 13, 2005	Energy Prices Lift Wholesale Price Index International Trade - Exports Post Small Gain, Imports Dropped
September 12, 2005	Yellen Probably Voiced Concerns of FOMC
September 09, 2005	Import Prices Excluding Petroleum Show A Moderation
September 08, 2005	Jobless Claims Report Suggests That Labor Market Is Sluggish
September 07, 2005	Upward Revision of Unit Labor Costs Raises Concern
September 06, 2005	Japan: Who Cares About Oil During Election Season?
September 02, 2005	August Employment Data Show Only Moderate Growth
September 01, 2005	Factory Sector Growth Slows In August Q3 Consumer Spending to Post Hefty Increase Initial Jobless Claims May be Reversing Downward Trend Construction Spending Kicks off Q3 on a Slow Note
August 31, 2005	A Heretic On The FOMC? Regional Factory Survey Shows A Sharp Decline In Pace of Activity Affordability Index Declines to Lowest Level In Nearly Fourteen Years Small Downward Revision to Real GDP Growth in Q2
August 30, 2005	Hurricane Katrina Had No Silver Lining! Conference Board’s Consumer Confidence Rebounds In August Inventory/Shipments Ratio Holds Steady in August
August 29, 2005	Housing Market - An Overview of Volume and Price Adjustments
August 26, 2005	Greenspan Spells Out Evolution of Monetary Policy Management at the Fed Possible Winners and Losers from Japan’s Elections
August 25, 2005	Auto Sales - Will the July Sales Momentum Prevail? Saudi Arabia: King Abdullah - Off and Running
August 24, 2005	New Home Sales Post A New Record in July, But Median Price Declined
August 23, 2005	Existing Home Sales - Volume Down, But Price Marches On
August 22, 2005	A “Firm Expansion” vs. a “Vulnerable Economy”
August 19, 2005	Gloomy Q2 EU Data Confirmed - Will Q3 Be Any Better?
August 18, 2005	Leading Index Edged Up in July, But Message of Moderate Economic Growth In Near Term Remains in Intact
August 17, 2005	Energy and Motor Vehicle Prices Boost Wholesale Prices In July
August 16, 2005	Energy Prices Drive Overall Consumer Price Index
August 15, 2005	Housing Market News - Home Builders Survey and Fed’s Senior Loan Officer Survey
August 12, 2005	International Trade - Exports Hold Steady, Imports Advance
August 11, 2005	Consumers Bought Only Cars and Gasoline in July
August 10, 2005	Applications for ARM's Decline, But Underlying Problem Has Not Vanished
August 09, 2005	FOMC Most Likely to Stay on Measured Tightening Path
August 08, 2005	FOMC Policy Statement Is the Main Event Tomorrow
August 05, 2005	July Employment Report
August 04, 2005	July Employment Report - A Preview The Bank of Japan vs. the Ministry of Finance – Place Your Bets
August 03, 2005	Bank of England Likely to Ease Tomorrow - But Don’t Expect Further Cuts
August 02, 2005	Q3 Consumer Spending Likely to Match Year-to-Date Trend
August 01, 2005	ISM Manufacturing Survey - Durability of Rebound Is Unclear
July 29, 2005	What’s Not To Like? Brazil: Do the ends justify the means?
July 28, 2005	Signs of Distress in the Effervescent Housing Market?
July 27, 2005	New Home Sales - Impressive Gain in Sales, But Builders Are Excessively Optimistic
July 26, 2005	Consumer Confidence Slips In July
July 25, 2005	Sales of Existing Homes Set New Record Again
July 22, 2005	China's Revaluation: Latin America Is Lovin' It
July 22, 2005	China's Revaluation: Latin America Is Lovin' It
July 21, 2005	Leading Index Posts Noticeable Gain in June, Computation of Index Has Changed China: The Journey of 1,000 Adjustments Begins With the First Revaluation
July 20, 2005	Greenspan Indicates That Measured Tightening Policy Will Continue UK'S BOE is Increasingly Dovish
July 19, 2005	A Decline In Bond Yields Is Stimulative, All Else The Same? Australia: Reading the Mind of the Reserve Bank
July 18, 2005	Greenspan's Semi-Annual Testimony - A Preview
July 15, 2005	Autos And Utilities Lift Industrial Production In June
July 14, 2005	Inflation - Encouraging Downward Trend In Place
July 13, 2005	Trade Gap Narrows In May, Reversal Most Likely in June
July 12, 2005	Should U.S. Taxpayers Purchase Unocal?
July 11, 2005	Focus of the Week - Retail Sales, CPI, Factory Production
July 08, 2005	Employment Report Reinforces View That Soft Landing Is Probably Here
July 07, 2005	Auto Retooling Season Will Distort Jobless Claims Numbers
July 06, 2005	Mortgage Applications Recover After Brief Slump
July 05, 2005	Mixed Data Says the UK’s BOE Will Stand Pat This Week
July 05, 2005	Mixed Data Says the UK’s BOE Will Stand Pat This Week
July 01, 2005	ISM Manufacturing Survey - One Month’s Gain Is Inadequate To Make A Convincing Conclusion
June 30, 2005	Fed Raises Funds Rate As Expected
June 29, 2005	Borrowers’ Demand For Adjustable Rate Mortgage Products Waning
June 28, 2005	Is Restrictive Monetary Policy What Ails The Eurozone?
June 27, 2005	What’s Down With Bank Holdings of Mortgage-Backeds?
June 24, 2005	Wilting Manufacturing vs. Vibrant Housing
June 23, 2005	When Gold Really Starts To Glitter
June 22, 2005	Is Japan Now the Land of the Setting Sun?
June 22, 2005	Is Japan now the Land of the Setting Sun?
June 21, 2005	Will the ECB Copy the Riksbank?
June 20, 2005	Pay Attention To Your Leaders!
June 17, 2005	Housing Affordability Is Plunging Even With Relatively Minor Rate Increases
June 16, 2005	Labor Market Continues To Show Less Vigor
June 15, 2005	China: All Good Things Must Come To an End, but When?
June 15, 2005	China: All Good Things Must Come To an End, but When?
June 14, 2005	Weak Retail Sales - Blame It On The Weather Or The Fed?
June 13, 2005	All Currencies Beginning To Sink?
June 10, 2005	Import Prices and the Renminbi - Let Sleeping Dogs Lie?
June 09, 2005	The Yield Curve - Greenspan's Blind Spot?
June 08, 2005	Yield Curve Message - It's Different This Time?
June 07, 2005	Labor Force Participation Rate - Some Noteworthy Details
June 06, 2005	The Politicians Will Whine, But the ECB Is Not About to Ease
June 06, 2005	The Politicians Will Whine, But the ECB Is Not About to Ease
June 03, 2005	Details of Employment Report Suggest Fed Is Likely to Pause After June
June 02, 2005	Upward Revision of Unit Labor Cost Raises Inflation Concern
June 01, 2005	ISM Manufacturing Index - On the Brink of Slipping Below 50.0
May 31, 2005	Consumer Confidence Rebounds in May
May 31, 2005	Have the French Killed the Euro?
May 27, 2005	Consumer Spending Likely To Show Additional Deceleration in Q2
May 26, 2005	The Chinese Renminbi – From Draggin' Anchor to Dragon Anchor?
May 25, 2005	Fed Policy vs. Energy Prices: Good Cop vs. Bad Cop?
May 24, 2005	Housing Frenzy
May 23, 2005	Housing Market - Another Information Tidbit
May 20, 2005	Regional Factory Reports Bode Poorly for May ISM Manufacturing Index
May 19, 2005	Leading Index Continues to Signal Slow Economic Growth
May 18, 2005	Higher Energy and Food Prices Lift Overall CPI, Core CPI Contained
May 17, 2005	Wholesale Prices Advance, Factory Output Unchanged, Housing Starts Surge
May 16, 2005	Regional Factory Survey Points to Marked Weakness
May 13, 2005	Consumer Sentiment Index Drops In May
May 12, 2005	Purchases of Autos and Everything Else Lifted Total Retail Sales
May 11, 2005	Trade Gap Close to Record High In January
May 10, 2005	Another Survey Indicates Slowing of Business Conditions
May 09, 2005	Whom Do You Trust - BLS or ETA?
May 06, 2005	Noteworthy Gains in Employment During April
May 05, 2005	Should The Fed Have Deleted A Different Phrase From Its May 3rd Announcement?
May 04, 2005	Fed Statement - Correction
May 03, 2005	May 3 FOMC Meeting - Inflation Is Major Concern, For Now
May 02, 2005	May 3 FOMC Meeting - Language More Important Than Rate Hike
April 29, 2005	Households Run Record Deficit In Q1
April 28, 2005	Economic Growth Slowed in Q1
April 27, 2005	Durable Goods Orders – Widespread Weakness in March
April 26, 2005	Sales of New Homes Set New Record In March
April 25, 2005	Although Existing Home Sales Advanced in March, But Q1 Tally Shows A Decline
April 22, 2005	Governor Ferguson On the Current Account Deficit
April 21, 2005	Don’t Follow The Leaders At Your Own Risk
April 20, 2005	Core Inflation Advances Further in March
April 19, 2005	Sharp Reduction in Construction of New Homes
April 18, 2005	Inflation Update
April 15, 2005	Autos Hold Back Factory Output in March
April 14, 2005	Not Clear If Current Upward Trend of Initial Jobless Claims is Tentative
April 13, 2005	The More The Fed Becomes Transparent, The More It Remains Opaque
April 12, 2005	The FOMC Minutes Indicate Areas of Contention
April 11, 2005	The Week Ahead
April 08, 2005	Growth in Household Debt Is Concentrated in Mortgage Debt
April 07, 2005	Jobless Claims - Recent Reversal of Underlying Trend Is Troubling
April 06, 2005	Savvy Households Could Face Tight Budget Situations
April 05, 2005	The March U.S. Leading Index Should Post A Decline
April 04, 2005	Pending Sales Index — New Indicator From National Association of Realtors
April 01, 2005	Tepid Growth in Nonfarm Payrolls Raises Expectations of Only Measured Tightening in May
March 31, 2005	Mixed Bag of News in Today's Economic Reports
March 30, 2005	Impressive performance of 2004 May Not Be Repeated In 2005
March 29, 2005	Consumer Confidence Drops In March
March 28, 2005	March Payroll Employment Expected to Exceed Recent Trend
March 24, 2005	February Durable Goods Orders - Aircraft and Computers Were the Main Drivers
March 23, 2005	Consumer Price Index - February 2005
March 22, 2005	FOMC’s Primary Concern - Inflation
March 21, 2005	Will the March 22 FOMC Statement Include Different Language?
March 18, 2005	Sharp Gains in Prices of Imported Consumer Goods - The FOMC Will Take Note of It
March 17, 2005	Leading Index Points to Soft Growth In The Near Term
March 16, 2005	Autos and High-Tech Lift Factory Production
March 15, 2005	Widespread Gains In Retail Sales
March 11, 2005	Trade Gap Close to Record High In January
March 10, 2005	Real Estate Equity of Households Holds Steady in 2004
March 09, 2005	Beige Book Presents A Bullish Economic Picture
March 08, 2005	A Interesting Nugget of Information From the Employment Report
March 07, 2005	Business Sector Spending Looks Promising In Q1
March 04, 2005	Payrolls Post A Noteworthy Increase in February
March 03, 2005	Productivity - Slow Growth in Latter Half of 2004 Remains A Concern
March 02, 2005	A Noticeable Gain in Nonfarm Payrolls Predicted for February
March 01, 2005	Factory Sectors Shifts To Lower Gear
February 28, 2005	Consumer Spending in Q1 off to a Slow Start
February 25, 2005	Q4 GDP Growth Stronger Than Predicted
February 25, 2005	Australia: Interest Rates Heading Up, But By How Much?
February 24, 2005	Strong Start for Capital Spending in Q1
February 23, 2005	Minutes Reveal Inflation Is Primary Concern
February 22, 2005	Consumer Confidence Index Slips In February
February 18, 2005	Wholesale Food and Energy Prices Dropped but Prices of Core Items Rose
February 17, 2005	Leading Index Declines After Temporary Pickup
February 16, 2005	Fed Sees As Strong Or Stronger Economic Growth In 2005
February 15, 2005	Decline In Auto Sales Pulls Down Retail Sales
February 14, 2005	Chairman Greenspan's Testimony of February 16 Takes Center Stage This Week
February 11, 2005	Corporate Profits vs. GDP
February 10, 2005	Jobless Claims - Noteworthy Improvement
February 09, 2005	Factors Influencing Long Term Yields
February 08, 2005	Productivity and Unit Labor Costs
February 07, 2005	Payroll Employment Surpasses Prior Peak
February 04, 2005	Firms Continue to Expand Payrolls, But Pace of Hiring is Lackluster
February 03, 2005	Productivity - Significant Deceleration Underway
February 02, 2005	FOMC Statement-Major Non-Event
February 01, 2005	ISM Manufacturing Survey Presents A Mixed Picture
January 31, 2005	Data Suggest that Housing Market Is Vulnerable
January 31, 2005	Australia: Inflation and the Reserve Bank
January 28, 2005	Economic Growth Shifts to Lower Gear
January 27, 2005	Shipments Of Non-Defense Capital Goods Warrant Watching
January 26, 2005	Current Account Deficit of the U.S. - Do We Need to Fret About It?
January 26, 2005	China: Determining the Yuan's Future
January 25, 2005	Optimistic Assessment of the Present Boosts Consumer Confidence
January 21, 2005	Measures of Inflation - Current Readings
January 20, 2005	Leading Index Continues to Indicate Slow Growth In the Near Term
January 19, 2005	Core CPI Posts Notable Gains in 2004
January 18, 2005	Housing Market Momentum At Risk
January 14, 2005	Sharp Drop In Energy Prices Brings Down Wholesale Price Index
January 13, 2005	Autos Led Surge In Retail Sales During December
January 12, 2005	Led By Oil, Trade Deficit Soars In November
January 10, 2005	Additional Details from the December Employment Report
January 07, 2005	Employment Report Is Neutral, Fed Most Likely to Raise Fed Funds Rate On February 2
January 06, 2005	Weekly Claims Data Remain Soft
January 05, 2005	Non-Manufacturing Activity Improves, Concerns About Inflation Have Emerged
January 04, 2005	FOMC Concerned About Inflation, Most Likely To Raise the Federal Funds Rate At February Meeting
January 03, 2005	Laffer's Laugher
December 23, 2004	Shipments of Non-Defense Capital Goods Indicate Slowing of Capital Expenditures
December 22, 2004	Q3 Real GDP Growth – Marginal Upward Revision
December 21, 2004	U.S. Economy - 2004 In Pictures
December 20, 2004	Leading Index Continues To Signal Moderation In Economic Activity
December 17, 2004	Consumer Prices – A Moderate Increase in November
December 16, 2004	Greenspan Allegedly Declines Top Treasury Post; FOMC Is Flexible, No Fixed Target In Mind
December 15, 2004	Housing Market Index - No Change in Momentum
December 14, 2004	FOMC Raises Federal Funds Rate, Statement Includes Only Minor Modifications
December 13, 2004	Despite Tepid November Retail Sales, Upward Revision of October Retail Sales Lifts Q4 Average
December 10, 2004	Wholesale Prices Maintain Upward Trend
December 09, 2004	Weekly Labor Market Report Contains Worrisome Signals
December 08, 2004	Consumer Spending Spree – Winding Down?
December 07, 2004	Household Saving And Their Houses
December 06, 2004	More On Dollar's Downfall
December 03, 2004	Tepid Advance In Payroll Employment
December 02, 2004	Jobless Claims -- No Noteworthy Change
December 02, 2004	New Figures Rewrite South Africa's Outlook
December 01, 2004	Partial Recovery of Manufacturing ISM Index In November
November 30, 2004	Marginal Upward Revision of Third Quarter GDP
November 30, 2004	Euro Rising, Growth Stalling - What's the ECB To Do?
November 29, 2004	Employment Situation - A Preview
November 24, 2004	Shipments of Durable Goods Rebound In October, But Orders Were Weak
November 23, 2004	Sales of Existing Homes - Nearly Steady In October
November 22, 2004	Factory Sector - Take Note of Decelerating Trend
November 22, 2004	Whatever China Does, the Euro is Headed Toward $1.35
November 19, 2004	Greenspan's Comments Rattle the Already Weak Dollar
November 19, 2004	Is Asia Catching A Case of American Flu?
November 18, 2004	U.S. Leading Index Records Fifth Consecutive Monthly Decline
November 17, 2004	Bullish Economic Data Raise the Probability of A December Hike
November 16, 2004	The Persistent Gain in Core Wholesale Prices Should Be Worrisome For the Fed
November 15, 2004	Banks Continue to Report Easing of Credit Standards
November 12, 2004	December 14 Federal Funds Rate Hike Is Related to Nature of Upcoming Data
November 12, 2004	Euro-Zone Outlook: Slowing Economy, Rising Currency
November 10, 2004	Fed Keeps Options Open
November 09, 2004	Fed Is Certain To Raise The Federal Funds Rate, Marginal Changes To Policy Statement Likely
November 08, 2004	Mixed Data Leaning Toward A Slowing Economy
November 08, 2004	Dollar Down - China Out?
November 05, 2004	Stronger-Than-Expected Gains In October Payroll Employment
November 04, 2004	Marked Deceleration In Productivity
November 03, 2004	Republican Victory Implies New Incentives To Save
November 02, 2004	Poor Non-Auto Retail Sales In October
November 01, 2004	Purchasing Managers' Index Signals Shift to Slower Economic Growth
October 29, 2004	Economy Grew Close to Trend Rate In Q3
October 28, 2004	China's Surprise Monetary Policy Action - “Marriage of Convenience” Enters Rocky Phase
October 27, 2004	Decline in Mortgage Rates Lifts Sales of New Homes
October 26, 2004	Consumer Confidence Measures Decline For Third Straight Month
October 25, 2004	Existing Home Sales Rebound In September
October 22, 2004	Two Fed Officials Hint At A Policy Pause
October 21, 2004	U.S. Leading Index Posts Fourth Consecutive Monthly Decline
October 20, 2004	The Dollar - 1980s vs. Now
October 20, 2004	Watch Those Belgians
October 19, 2004	Greenspan Remains Largely Upbeat About Household Leverage
October 18, 2004	Housing Market Index Rebounds in October
October 18, 2004	Talking Turkey
October 15, 2004	Surge In Auto Purchases Lifts Retails Sales In September
October 14, 2004	Oil Imports Raise Trade Deficit In August
October 13, 2004	Let The Facts Speak For Themselves, Mr. Kudlow
October 12, 2004	October Non-Auto Retail Sales Start the Quarter On A Optimistic Note
October 08, 2004	Despite Soft Employment Numbers In September, FOMC Will Raise Funds Rate In November
October 08, 2004	South Africa: With Oil at $50 per Barrel, Interest Rates are Headed...South?
October 07, 2004	Additional Information Needed to Detect Underlying Trend of Jobless Claims
October 06, 2004	Has America Achieved Economic Paradise on Earth?
October 05, 2004	Non-Manufacturing Sector is Also On Deceleration Path
October 05, 2004	Australia: Federal Elections – A Confidence Game
October 04, 2004	Factory Inventory-Shipment Ratio Held Steady in August
October 01, 2004	Factory Sector Losing Momentum
September 30, 2004	July-August Consumer Spending Data Suggest Stronger Economy in Q3
September 29, 2004	Second Quarter GDP - The Third Time Is The Charm
September 28, 2004	Consumer Confidence Stumbles Again
September 28, 2004	Japan: The Tankan Report Tokyo Needs to See on October 1
September 27, 2004	Sales of New Homes Rebound, But Underlying Trend Is Soft
September 24, 2004	Existing Home Sales Drop In August
September 23, 2004	Leading Index Portends Deceleration in Economic Growth
September 22, 2004	Monetary Policy In The Holiday Season Since 1980
September 21, 2004	Fed Policy - Rate Hike Was No Surprise, Intermeeting Outlook is Unchanged
September 20, 2004	FOMC Nearly Certain To Raise Federal Funds Rate, Hints About the Future Are More Important
September 20, 2004	Germany: Regional Elections – Should We Worry?
September 17, 2004	Real Estate Profits Dominate Gains in Household Net Worth
September 16, 2004	Consumer Price Index - August 2004
September 15, 2004	Manufacturing Output -- Clearly In Expansion Phase
September 14, 2004	What's Next For Auto Incentives? Will GM Pay You To Take A Car?
September 13, 2004	Participation Rate vs. Baby Boomers
September 10, 2004	Wholesale Prices of Gasoline, Autos, and Food Decline in August
September 09, 2004	Jobless Claims – No New Information
September 08, 2004	Greenspan Hints That the FOMC Is Likely to Pause
September 07, 2004	Recent Economic Developments Following Greenspan's Testimony on July 20
September 03, 2004	Labor Daze – The August 2004 Employment Situation
September 02, 2004	Jobless Claims Have Essentially Stalled
September 01, 2004	Factory Sector Is Cooling Down
August 31, 2004	Consumer Confidence Declines in August
August 30, 2004	Pickup In Consumer Spending Likely In Q3
August 27, 2004	U.S. Economic Growth in Q2 Revised Down
August 26, 2004	Tracking Jobless Claims Data
August 25, 2004	The Simmer In Home Sales Is Fading
August 24, 2004	Existing Home Sales Decline in July
August 23, 2004	How Long Will Foreign Central Banks Keep Financing Our Treasury Deficit?
August 20, 2004	High Oil Prices = A Tax?
August 19, 2004	The U.S. Leading Index Declines for the Second Straight Month
August 18, 2004	High Oil Prices – Here To Stay?
August 17, 2004	No Change In September 21 Prediction
August 16, 2004	Does the New York Survey Suggest Imminent Slowing of Factory Sector Activity?
August 13, 2004	Decline in Food Prices Trims the Wholesale Price Index in July
August 12, 2004	Auto Purchases Lift Retail Sales In July
August 11, 2004	July Retail Sales Preview
August 10, 2004	FOMC Maintains Measured Tightening Posture, Sees Little Reason to Agitate Markets
August 09, 2004	August 10 FOMC Meeting - What To Look For
August 06, 2004	Fed Will Act On August 10, September Rate Hike Uncertain
August 05, 2004	Preview of July Employment Data
August 04, 2004	Service Sector Recovers from June Deceleration
August 03, 2004	Drop in Auto Sales Drives the Decline in June Consumer Spending
August 02, 2004	Factory Momentum Remains At Impressive Levels
July 30, 2004	Economic Growth Slowed In Q2
July 28, 2004	Orders of Durable Goods Recover In June
July 27, 2004	July Consumer Confidence Index - Highest Since June 2002
July 26, 2004	Existing Home Sales Post New Record In June
July 23, 2004	Housing Market May Become A Laggard
July 22, 2004	The Drop in June Leading Index May be Transitory
July 21, 2004	Underlying Details of Core Inflation
July 20, 2004	Greenspan’s Report to Congress - Rosy Economic Outlook
July 19, 2004	Greenspan’s Testimony - Revision of Outlook for 2004 and Forecast For 2005
July 16, 2004	Energy Prices Lift June CPI
July 15, 2004	Lower Food and Energy Prices Bring Down Headline PPI
July 14, 2004	June Retail Sales - Q2 Closes on a Soft Note
July 13, 2004	Notable Narrowing of Trade Deficit In May
July 12, 2004	Factory Production Is Likely to Show A Decline in June
July 09, 2004	Inflation - Near Term Market Mover
July 08, 2004	Jobless Claims Numbers - Incorrect Message For A Short Period
July 07, 2004	Mortgage Activity Rebounds After A Lull In June
July 06, 2004	June Non-Manufacturing ISM Report – Employment Index Posts New Record
July 02, 2004	Soft June Employment Data Will Keep FOMC On Measured Tightening Pace
July 01, 2004	Moderation of Pace In Factory Activity
June 30, 2004	FOMC Plays Down Inflation Issue
June 29, 2004	Consumer Confidence Surges In June
June 28, 2004	Consumer Spending Shifting To Lower Gear
June 25, 2004	Existing Home Sales Post New Record In May
June 24, 2004	Durable Goods Orders Show Widespread Softness
June 23, 2004	Home Purchases - Highlight of This Week's Economic Data Releases
June 22, 2004	Malpass And Friedman Are Both Off The Mark
June 21, 2004	Commercial Banks Make A Record Bet On Mortgages
June 18, 2004	Q1 Current Account Deficit Sets A New Record
June 17, 2004	Labor Market Momentum Remains In Place
June 16, 2004	Factory Output Close to Previous Peak
June 15, 2004	Consumer Price Index – May 2004
June 14, 2004	Don’t Bet On Too Many More 1.2% Monthly Retail Sales Increases
June 10, 2004	Do We Need the English System for Monetary Policy As Well?
June 09, 2004	Japanese Economic Recovery Could Be Catalyst For Run On The Dollar
June 08, 2004	One Of These Things Is Not Like The Other
June 07, 2004	Is There a Painless Cure For Drug Addiction?
June 04, 2004	Fed Has Green Light to Tighten Monetary Policy
June 03, 2004	Price and Employment Indexes Post Noteworthy Gains in Non-Manufacturing ISM Survey
June 02, 2004	Zimbabwe’s Money Supply - Enquiring Minds Want To Know
June 01, 2004	Factories Keep Up Strong Act
May 28, 2004	Chicago’s Factories Are Firing All Cylinders
May 27, 2004	Growth of Corporate Profits Slowed In Q1
May 26, 2004	Bad Combo for New Housing - Demand Down and Supply Up
May 25, 2004	Existing Home Sales Close To Record High In April
May 24, 2004	Factory Sector’s Situation Implies Bottlenecks Cannot Be Ruled Out
May 21, 2004	Governor Bernanke Pins Down Neutral Federal Funds Rate
May 20, 2004	Trend Suggests Improving Conditions in Labor Market
May 19, 2004	Alan Greenspan’s Re-nomination: Pride Goeth Before A Fall?
May 18, 2004	Fast Forward Four Quarters - “BOJ Seeking Stronger Yen”?
May 17, 2004	Regional Factory Sector Shows Widespread Strength
May 14, 2004	Troublesome Gains in April CPI
May 13, 2004	Wholesale Prices Post Significant Gains in April
May 12, 2004	Trade Gap Posts New Record In March
May 11, 2004	Fed Tightening Seldom Derails Equity Markets Immediately
May 10, 2004	Is the Tightening Cycle Likely to Be Different From 1994?
May 07, 2004	Robust Growth In Payrolls Strengthens Case For Tightening
May 06, 2004	Declining Jobless Claims Raise Expectations of Solid Gains In Payrolls
May 05, 2004	Non-Manufacturing ISM Index Posts A New Record
May 04, 2004	Fed Declares It’s Ready To Tap Monetary Policy Brakes
May 03, 2004	Factory Sector Stays Steady in April
April 30, 2004	Keep Partying Like It’s 1999?
April 29, 2004	Q1 Real GDP Growth Is Strong, But Decelerating Trends Should Be Noted
April 28, 2004	The Labor Market Holds the Key to Near Term Monetary Policy
April 27, 2004	Consumer Confidence and Existing Home Sales Advance
April 26, 2004	Sales of New Homes Set A New Record in March
April 23, 2004	Widespread Strength in Durable Goods Bookings
April 22, 2004	Wholesale Prices Post Significant Gains In March
April 21, 2004	FOMC Needs More Evidence on Employment Before It Acts
April 20, 2004	Greenspan’s Testimony - Highlight of the Week
April 19, 2004	Leading Index Points To Strong Growth
April 16, 2004	A Rebound In Construction of New Homes
April 15, 2004	Regional Factory Reports Bring Upbeat News
April 14, 2004	March CPI Data Strengthen Expectations of A Tighter Monetary Policy
April 13, 2004	Surge In Retail Sales and Revisions Support Strong GDP growth in Q1
April 12, 2004	Retail Sales and Factory Production Will Dominate This Week’s Data Releases
April 08, 2004	Further Confirmation of Improvement in Labor Market
April 07, 2004	Import Prices Continue to Advance
April 06, 2004	M2 Money Supply Resumes Growth Despite Continued Money-Fund Decline
April 05, 2004	Price Pressures Seen In ISM Non-Manufacturing Survey Also
April 02, 2004	Strong Payroll Employment In March Raises Probability of Tighter of Monetary Policy
April 01, 2004	Inflation Indicators Are Sending Warning Signals
March 31, 2004	Factory Activity Growing At A Slower Pace in March
March 30, 2004	Consumer Confidence Index Nearly Unchanged In March
March 29, 2004	An Overview of Recent Employment Numbers
March 26, 2004	Q1 Consumer Spending Likely to Match the Q4 Reading
March 25, 2004	Final Estimate of Q4 GDP Unchanged, Declining Unit Labor Costs Lift Corporate Profits
March 24, 2004	Durable Goods Orders Rebound in February
March 23, 2004	Watch Out For Correction In Productivity Growth
March 22, 2004	Factory Employment Growth - Is It Around the Corner?
March 18, 2004	Producer Price Index - January 2004
March 17, 2004	February CPI Report Appears Benign But Seeds of Inflation May Be Sown
March 16, 2004	FOMC A Bit More Circumspect About the Economy?
March 15, 2004	Widespread Growth in Factory Output During February
March 12, 2004	Current Account Deficit as a Percentage of GDP Declined in Q4
March 11, 2004	February Retail Sales - Marginal Improvement In Q1 Consumer Spending vs. Q4 Is Likely
March 10, 2004	Exports Decline Despite Weak Dollar
March 09, 2004	The Inflation Story Is Dormant For Now
March 08, 2004	Slowing Income Growth Is Likely to Moderate Consumer Spending
March 05, 2004	February Employment Report - Disappointing Performance Raises Questions
March 04, 2004	Jobless Claims Are Declining But Payrolls Remain Soft
March 03, 2004	Non-Manufacturing Activity Slows In February
March 02, 2004	Employment in the Current Cycle - A Historical Perspective
March 01, 2004	Factory Activity Decelerated In February
February 27, 2004	Q4 Headline GDP Virtually Unchanged But Details Are Noteworthy
February 26, 2004	Clarification On Greenspan’s February 25 Budget Testimony
February 25, 2004	Mr. Greenspan’s “Paper Trail”
February 24, 2004	Soft Labor Market Translates into Declining Consumer Confidence
February 23, 2004	Greenspan - Financial Status of Households is Good
February 20, 2004	Slowest Real M2 Growth Since Late 1994
February 19, 2004	Encouraging Signal from Leading Index
February 18, 2004	Starts of New Homes Winds Down, Partly Due to Bad Weather
February 17, 2004	Activity at Utilities Lifts Overall Industrial Production
February 13, 2004	Weak Dollar - Higher Import Prices Follow
February 12, 2004	January Retail Sales - Soft Performance, Raises Concern
February 11, 2004	If Foreign Central Banks Were To Sell Treasuries, Fed Would Probably Buy Them
February 10, 2004	Crude Oil Prices Staying High - Don't Blame OPEC, Blame The Fed
February 09, 2004	Banks Are Willing To Lend and Businesses Are Taking Them Up On It
February 06, 2004	More Robust Growth In Employment Is Necessary Before FOMC Acts
February 05, 2004	Productivity Growth Slows In Q4
February 03, 2004	Two Faces of the Labor Market
February 02, 2004	Has Greenspan Mellowed With Age?
January 30, 2004	Economy Grew In the Final Three Months of 2003, But the Pace Slowed
January 29, 2004	Employment Costs Are Contained, For Now
January 28, 2004	FOMC Leaves Fed Funds Rate Unchanged and Replaces the Phrase “Considerable Period”
January 27, 2004	Consumer Confidence Index Surges Ahead In January
January 26, 2004	2004 - 2003 Existing Home Sales - Best Performance on Record
January 23, 2004	Profit Situation Supports Expectations of Growth in Capital Expenditures
January 22, 2004	The News from the Labor Market Remains Upbeat
January 21, 2004	Employment Should Pickup To Absorb Construction of New Homes
January 20, 2004	Housing Market Cooling Off?
January 16, 2004	The Factory Sector Is Turning Around, But Only At A Slow Pace
January 15, 2004	Consumer Prices Remain Subdued In December
January 14, 2004	Wholesale Prices Posted Noteworthy Gains in 2003
January 13, 2004	Chairman Greenspan Implies Adjustment of Current Account Imbalance Could Be Less Disruptive Than Widely Expected
January 12, 2004	Key Economic Reports Due This Week
January 09, 2004	Decline In Unemployment Rate is Misleading, Labor Market Conditions Remain Soft
January 08, 2004	Jobless Claims - 4-Week Moving Average Lowest In Three Years
January 07, 2004	Strong Dollar Target – Not Likely to be Attained in the Near-Term
January 06, 2004	Factory Inventories Continue to Decline
January 05, 2004	Bernanke’s Comments Reinforce Expectations of Steady Policy In First-Half of 2004
January 02, 2004	ISM Manufacturing Survey Data Usher In the New Year with a Bang

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