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). $$