Recent Pieces Organized By Date:
Commentaries ...more
02/03/12 - Moderate Growth Continuing, But Upside Risks Growing (E)
01/25/12 - One-Third of FOMC Wants Rate Hikes in 2012 or 2013 (F)
01/25/12 - Consumer Saving Is Healthier than It First Appears (C,d)
01/18/12 - Fed Housing Plan Is Poor Politics, Bad Economics (F,g)
01/10/12 - A New Year, Same Old (Divided) FOMC (F)
12/13/11 - Fed Sees Moderate Growth, Inflation Near Target. Why QE3? (F)
12/12/11 - Payroll Tax Deal -- Little Fiscal Stimulus or Drag in 2012 (G)
11/17/11 - Solid Consumption Suggests Income Will Be Revised Up (C)
11/14/11 - 2011 Elections: Obamacare the Big Loser (G)
11/04/11 - U.S. Likely to Maintain Moderate Real Growth thru 2012 (E)
11/02/11 - FOMC Cuts Real Growth Forecast by -0.8% for 2012 & 2013 (F,e)
11/02/11 - FOMC Keeps Doing the ‘Twist’, Adds No New Steps (F)
10/27/11 - FMI 100% Confident You Should Ignore Consumer Polls (C,d)
10/21/11 - Putting the Hurt on OWS Protests (G)
10/14/11 - US Economy Not That Bad, Pace to Pick Up Gradually (E)
10/13/11 - A Nobel Conflict: Sargent vs. Krugman/Obama (G,f)
10/07/11 - Fear Is Biggest Threat to Recovery; That Too Shall Pass (E)
09/26/11 - Bet against US Recession; Serious Downturn Improbable (E)
09/21/11 - FOMC Approves ‘Operation Twist’ to Boost Duration (F)
09/21/11 - Fiscal Drag Will Be Modest in Jan. ’12, Killer in Jan. ‘13 (G)
09/14/11 - Fed’s Updated ‘Operation Twist’ Will Be All Shout (F)
09/09/11 - Obama Asks for $447B for ‘Jobs,’ Likely to Get about Half (G)
08/17/11 - Despite Weak Economy, Consumers Managing Debt Better (C)
08/15/11 - Policy Solutions – Is There Will? There Are Ways (G)
08/09/11 - Fed Extends ‘Extended Period’ – No Hikes before Mid-2013 (F)
08/08/11 - 2011-H2 Growth Weaker; Expect Pick Up to +2.5% in 2012 (E)
08/04/11 - U.S. Real Growth to Pick Up Gradually in 2011-H2 (E)
08/01/11 - Debt Deal Does Diddly, Delays Dire Decisions (G)
07/26/11 - Debt Ceiling Will Be Lifted, But Deal Won’t Fix Fiscal Mess (G)
07/22/11 - After +2% Gain in 11Q2, Real GDP Will Pick Up Moderately (E)
07/19/11 - Bernanke Not Proposing QE3 Now, Not Likely to Ever (F)
07/13/11 - Labor Markets Still OK, Jobs Growth to Pick Up Soon (F)
06/22/11 - Bernanke: Deflation Now Not a Threat, QE3 Not a Chance (F)
06/22/11 - Fed Plans No Further Ease after Finishing QE2 (F)
06/16/11 - New Finance Regs Will Have Little Longer-Term Impact (G)
06/13/11 - As QE2 Ends, There Is No Chance for QE3 (F)
06/08/11 - Vehicle Output to Surge, Boosting GDP this Summer (E)
06/03/11 - U.S. Real Growth to Pick Up after Soft +2% Gain in 11Q2 (E)
05/23/11 - Soft Data & Special Factors: These Too Shall Pass (E)
05/18/11 - FOMC Members Growing 'More Concerned' over Inflation (F)
05/13/11 - Resource Slack Shrinking as Argument Against Rate Hike (F,e)
05/10/11 - Vehicles a Big Negative Factor for 11Q2 GDP, UI Claims (E)
05/06/11 - Markets Think Funds Target Can’t Exceed 3%; They’re Wrong (F)

In the parenthesis following each title listed, the capital letter (F, etc.) refers to the main topic; lower case letters (f,e, etc.), when they appear, refer to secondary themes.