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Retail Sales Jump

One of our recent themes has been the underlying improvement in consumer confidence that has yet to manifest itself strongly in any of the headline numbers. There seems to have been a definitive change at the household level. Whether it has the strength to make a significant difference throughout the economy is yet to be […]

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What Inflation?

I’d be remiss if I didn’t pass along today’s news on inflation. There isn’t any. Nada. Well that’s the story at the wholesale level where prices rose at an annual rate of 1.1% in September on the backs of volatile gasoline prices. As we all know energy and food contribute a lot of noise to […]

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Weekend October 12, 2012

What a strange week. The paucity of hard economic news was punctuated by a quite remarkable mea culpa issued by the International Monetary Fund. Or rather the punctuation was provided by the chatter within the commentariat about the apparent regret the IMF has in arguing for austerity prior to the full recovery of sundry economies […]

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