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Eurozone: Germany Contracting Too?
[private]EU Commission business and consumer survey figures for July once again provided more sobering messages, with a clearer contraction being flagged in all Eurozone countries…Eurozone: Germany Contracting Too?[/private]
The Global Markets Weekly 9/30/11
[private][private]§ U.S.: Markets are seizing on any clues shedding light on the direction of the recovery. The focus is on the September Employment Report (Fri), and DE’s expectations are extremely modest – only +4,000 excluding read more
The Global Radar Screen – 9/16/11
[private][private]Overview—Chubby Shows Ben How to Do the Twist This Summer… Investors focus will shift from the ever-changing (and seemingly) never-ending debt crisis in the Eurozone to the upcoming FOMC meeting. Many investors have been front-running read more
The Global Radar Screen 9/9/11
[private][private]Overview—Scotty, Give Me More Stimulus! The 2008/09/10 Plans Aren’t Enough! Investors have a strong sense of déjà vu now that Obama announced yet another stimulus package. It is hard to forget how excited analysts (and read more
Weekly Store Sales: So far, so good, but good enough?
[private]Store sales, in the second of five retail-September weeks, continued on track with conservative forecasts. The ICSC/Goldman Sachs group, which had lagged last week, bounced back, while the Redbook group cooled down from a well-above-plan read more
U.S. Markets Weekly – September 5 – September 9, 2011
[private][private]MARKET DATA AND THE OUTLOOK The two main economic indicators released during this light data week, both outperformed expectations. First, the ISM Non-Manufacturing Index registered a small increase in August, defying expectations of a small read more
Forecast Calendars: G7
[private]9-9G7[/private]
Bernanke: Consumer worries
[private][private]Bernanke’s speech text is essentially a cutting-and-pasting of his Jackson Hole remarks–though with the addition of a bit of text on inflation. That discussion brings no surprises, noting that “inflation is expected to moderate in read more
U.S. Markets Weekly – August 29 – September 2, 2011
[private][private]DE-USEW-9-2-11MARKET DATA AND THE OUTLOOK The economy failed to add jobs in August, with the Employment Report printing zero net gains. Even adjusting for special factors such as the Verizon strike doesn’t get us anywhere read more
Sinai’s Equity Conference Call – 9/2/11
[private][private]Jobs and Unemployment Nearing Labor Day—More or Less? · Implications for the Economy, Inflation, Profits · Implications for “Fed” and “Washington” Policies · Implications for the DE Baseline Forecast and Alternative Risk Scenarios · “Jackson read more
Research Studies
DE | Sinai Economic and Market Perspectives | Seeds of A Sovereign Debt Crisis Planted – 02/03/21
[private] [/private] Seeds of A Sovereign Debt Crisis Planted Allen Sinai* The U.S. and Global economies have undergone a fiscal/debt revolution of huge import from which there will be no turning away! The main catalysts read more
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