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PM and generalist at a long/short shop with ~$4B AUM. UMich MBA. I tweet mostly stocks and sports. The views expressed here are my own.
Jobs we're adding aren't high wage (retail, food, edu., hospitality). Also, note 3mo of construction layoffs. $$
Job gains aren't keeping up w/ pop. growth. The only reason the rate goes down is b/c the labor force shrinks. $$
EU unemployment rate. >22% for the EU zone's youth. $$
Break down of the various EU countries in, or about to be in, recessions. $$
Growth slowing? Looks that way. cc: @keithmccullough $$
Who to trust, HSBC/Markit or the Chinese Gov't? Wide divergence in their respective PMI readings. $$
What Big Government looks like. Painful to see a growing subsistence on gov't support. $$
Interesting chart of put-to-call ratio. Indicates OPTIMISM, but has for a while. $$
Interesting chart of put-to-call ratio. Indicates pessimism, but has for a while. $$
Japanese Industrial Production. YoY "growth" off an easy comp, but MoM indicates choppiness. $$
Long-term Japanese unemployment & labor participation rates. Could be what the US ends up looking like too.
Nat. gas storage trends running well ahead of 2011 and the 5-yr average. Can still get worse. $$
Historical look at the S&P's action on FOMC decision days with market returns by the hour. $$
Durable Goods orders YoY change. Note the inventory line. $$
This is what a recession looks like...UK Real GDP change QoQ. $$
Nat gas demand up, but gas rig count lowest since '02; production could be down ~33% YoY. Time to get long natty?
German interest rates falling while Spanish, French, and Italian rising. Safe-haven to foot the bailout bill?
Austerity and slow/negative growth from EU members produces charts like these. $$
3 charts re: Portugal. Rates are unsustainable, will likely need IMF/ECB help after bailout funds expire in '14.
Italian Industrial New Orders fell in Feb, -2.5% M/M after Jan. was revised down to -7.7% M/M (-7.4% prior). $$
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