Organized
by Category 
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Recent
Pieces Organized By Date:
Commentaries
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03/17/10 - Census to Boost Payrolls by +100K in March, +500K in May (L)
03/16/10 - FOMC Stands Pat, Reiterates "Extended Pariod' (F)
03/05/10 - Recovery Monitor: Jobs to Pick Up Soon (E)
02/17/10 - FOMC Divided on Timing of Asset Sales (F)
02/16/10 - Severe Storms Will Chill Upcoming Claims,Jobs Reports (L)
02/12/10 - Fed Outlines Exit Strategy: Many Tools, No Rush (F)
02/05/10 - Current Expansion Not as Atypical as It Seems (E)
02/04/10 - Real Drama Lies in Details in January Jobs Report (L)
01/27/10 - Hawkish Rumblings as FOMC Continues Hibernation (F)
01/20/10 - Inventories to Lead a +6% Real GDP Spike in 09Q4 (E)
01/15/10 - Jobless Rate to Remain Disturbingly High in 2010 AND 2011 (D,l)
01/12/10 - Don't Count on the Census for Economic Boost (G)
01/07/10 - ‘Cadillac’ Health Insurance Tax Will Generate Chevy Revenue (G)
12/16/09 - FOMC Enters Hibernation for Winter, Likely Spring (F)
12/10/09 - Invenories an Even Bigger Positive for 09Q4 (E)
11/24/09 - Cracks Forming (Slowly) in United FOMC Front (F)
11/23/09 - Payroll Survey Tarnished, But Still 'Gold Standard' (L,D)
11/18/09 - Jobless Rate Should Peak Soon, Decline Some in 2010 (L)
11/04/09 - Doves Dominate: Tightening Unlikely Before 10H2 (F)
11/03/09 - FOMC Should Prepare for Rate Hikes (F)
10/27/09 - Home Prices Are At/Near Bottom,
Should Rise Some in 2010 (E,g)
10/20/09 - Flash Forward: Recovery Solid,
But Tax Threat Looming (E,g)
10/16/09 - Will Bernanke Lead or Follow? (F)
10/09/09 - Expect 3 Years, Probably More, to
Recoup Job Losses (L)
10/08/09 - Payroll Birth-Death Model Missed
Badly in 09Q1 (L,d)
09/29/09 - Extended UI Benefits to Impede
Labor Market Improvement (L)
09/23/09 - FOMC Signals No Rate Hikes Before
Spring (Likely Later) (F)
09/17/09 - Recovery Well Underway, Should Be
Sustained thru 2010 (E)
09/11/09 - Consumption Growth to Pick Up
Steadily -- 2010 to Be Decent (C)
08/24/09 - Say You're Sorry, Ben Bernanke
(F)
08/19/09 - Cash-for-Clunkers: The Katrina
School of Economic Stimulus (G)
08/12/09 - Fed Lays Groundwork for Gradual
Exit Strategy (F)
07/23/09 - Fed's Exit Strategy: Wait as Long
as Possible to Tighten (F)
07/22/09 - Wealth Losses, Extended UI
Benefits Boosting Jobless Rate (L)
07/16/09 - Real GDP Likely Fell Just -1% in
09Q2 Despite Weak Hours (E)
07/15/09 - FOMC Projects Extended High
Unemployment Rates (F,e)
06/26/09 - Modest Job Gains, Falling Jobless
Rate by Year-End (L)
06/24/09 - FOMC Sets Stage for Return to
'Normalcy' (F)
06/19/09 - Needed Rebound in Vehicle
Production to Provide Big Boost (E)
06/16/09 - Inventories to Batter 09Q2, Could
Lead to Surge in 09H2 (E)
06/08/09 - State Budget Woes Likely to Help
GOP in 2010 Elections (G)
05/29/09 - Productivity Points to Jobs Boost
Early in Recovery (E, d)
05/22/09 - CAFE Oy Vey: New Regulations
Impose Heavy Costs (G)
05/20/09 - Fed Now Sees Recovery Beginning
Later in 2009-H2 (E)
05/14/09 - Debunking the Payroll Birth-Death
Model Canard Again (D, l)
05/12/09 - Despite Chrysler/GM Woes,
Vehicles to Be a Big Plus for 09Q2 (E)
04/29/09 - FOMC Takes Deep Breath, Waits for
'Gradual' Progress (F)
04/24/09 - Output Gap Calculations Face More
than Potential Problems (D)
04/17/09 - Inventory Correction Well
Underway; Recovery after Mid-09 (E)
04/17/09 - Consumption to Aid 09H2 Recovery,
But Remain Subdued (C)
04/08/09 - Inventory Cycle Should Add to
Mild Recovery After Mid-09 (E)
04/06/09 - For the Wages of Sin Is Death,
Plus Tax (G)
03/25/09 - Geithner & His PPIPs May Be a
One-Hit Wonder (E)
03/20/09 - Policymakers Dithering; Bernanke
Last Adult in Room (G,f)
03/18/09 - FOMC Tries Shock Tactics Again,
Begins Quantitative Easing (F)
03/11/09 - Recovery Likely to Begin
Mid-Year, But Should Be Subpar (E)
03/04/09 - Home Prices Likely to Fall -20%
in 2009, Stabilize in 2010 (E)
02/24/09 - A Return to Lax Lending; Pay
Other People's Mortgages (G)
02/19/09 - FSP: Valuation of Toxic Assets
Remains Big Hurdle (G)
02/18/09 - FOMC Lowers Near & Long-Term
Real Growth Views (E, f)
02/16/09 - Policy Primer: Stimulus to Boost
09Q2-Q3, Reduce Later Growth (G)
02/10/09 - Bad Yes, But Not Anything Like
Great Depression (E)
01/28/09 - FOMC Inches Closer to Long Bond
Purchases (F)
01/27/09 - A Massive Stimulus, For 2010;
Geithner's Follies (E,g)
01/21/09 - Sizeable Inventory Correction to
Hammer 09Q1 Results (E)
01/20/09 - Worst Recession Since WWII;
Recovery to Be Subpar (E)
01/16/09 - Labor Markets Bad, But Not That
Bad (L)
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. |
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