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    Economics / banking, commercial real estate, Goldman Sachs, home prices, interest rates, jobs, real estate /

    Housing

    September 22, 2009

    I haven’t commented on the state of the housing market lately so this morning’s release of the monthly home price data compiled by the Federal Housing Finance Agency gives me a chance to rectify that. The news, like so much of what we see and hear at the moment, is very slightly improved over that […]

    Economics / consumption, inventories, jobs, leading indicators, recession, recovery, Say's Law, stimulus, unemployment /

    Upbeat News – Maybe

    September 21, 2009

    This morning’s release of the Conference Board’s Index of Leading Indicators brings us more good news: last month was the fifth straight month that the index gained. Yes the August increase of 0.6% was weaker than either July (0.9%) or June (0.8%), but it keeps the upbeat rhythm going and helps to confirm the growing […]

    Economics / GDP, inventories, recovery /

    Job Outlook and Is GDP The Right Gauge of Growth?

    September 17, 2009

    Today’s weekly data for new claims for unemployment insurance can be read in a number of ways. New claims dropped by 12,000, so if your are optimistically inclined you could argue that this is more evidence that the economy is now recovering – there is plenty of anecdotal support for this contention and yesterday’s report […]

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